10 th Anniversary 1999 - 2009 Upgrades/Patches: Create Test Plans Carol Grey Systems Analyst, Drexel...

10th Anniversary 1999 - 2009

Upgrades/Patches: Create Test Plans

Carol GreySystems Analyst, Drexel University

General Announcements

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered …..

Thank you for your cooperation

Introduction

You’re going about your day-to-day business Banner is running smoothly…

Introduction (cont.)

When all of a sudden…

Here it comes again...

Another Upgrade and More Patches!!!!

What do you do now???


Help is on the way!


Establish a Pre-Developed Project Plan Save Time and Effort

Get the Right Players involved

Keep from Reinventing the Wheel

Establish a Routine that Everyone can Follow

Help Ensure that Upgrades and Patches are handled in a Timely manner and Work for your Institution

Agenda

Drexel University – who we are and how we are organized

What Drexel University does to plan, design, test, and implement Banner upgrades and patches Focus will be on the Banner Student module

Sample Test Plan

Drexel University

Drexel University

Private non-sectarian university (1891)

4 Campuses: 60-acre Main Campus, a mile from downtown

Philadelphia, PA Center City Campus in downtown Philadelphia Medical School Campus Sacramento, CA

13 Colleges and Schools

Drexel University (cont.)

Two calendars: Semester and Quarter

Student population (Fall 2009-10)

13,500 Undergraduate Co-op Program

7,100 Graduate and Professional students


Implemented Banner in Summer 1999 Main campus converted from home grown

system Other campuses from SIS Plus

Early Adopter of Banner 8


Current Banner Modules Accounts Receivable 8.1 Finance 8.2 Financial Aid 8.4.2 General 8.2 Human Resources 8.2 Position Control 8.2 Student 8.2 Banner Self Service for all of the above


Current Modules (cont.) Luminis Portal FSA Atlas/Sevis Degree Works Workflow Purchased ODS/EDW, but not implemented

Drexel Administrative Units

Information Resources & Technology (IRT)

Core Enterprise Systems (CES)

Finance, HR, Student Information, Database Information, Data Warehouses

Database Administrators Core Enterprise Systems Engineers (i.e.,

Programmers) Systems Administrators


Information Resources & Technology (cont.) Instructional Technology and Campus Outreach

Academic Web Development, End User Support and Training, Administrative User Support, Equipment Support, Voice/Telephones

Core Technology Infrastructure Networking, Systems, Operations, Technical Services


Academic Information and Systems (AIS) Systems Analysts

(i.e., Admissions, Student, Financial Aid) Part of Provost’s Office Manage and maintain student software systems Ensure the data integrity Write, manage, and maintain reports Manage student systems-related projects Serve as Liaison between IRT and other

Administrative and Academic Departments


Administrative Areas Supported by AIS Enrollment Management Registrar’s Office Student Resource Center Financial Aid Office Residential Living Student Support Services Disability Services Study Abroad Career Development Center


Academic Areas Supported by AIS Deans Offices Academic Departments Academic Program Offices


Communications Bi-Weekly Meetings

AIS and administrative support area representatives AIS and CES systems analysts, DBAs, Associate

VP for Administrative Systems

Weekly Meetings AIS Staff and Sub-groups

Ticketing System used by all of IRT and AIS Tracking projects, end user requests

Project Plan

Identify Each Phase of the Project

Select Project Leader Requirements Phase Design Phase Testing Phase Training Phase Implementation

Requirements Phase

Define Project Scope Major/Minor Upgrade vs. Patch

Upgrade: 7.x to 8.x or 8.1 to 8.2 Defect Correction Patches

Is the Upgrade or Patch needed? Part of a regulatory release? Does it affect current business processes? Are there cross-functional dependencies?

e.g., General and Student must be upgraded

at same time

Requirements Phase (cont.)

Determine what, if any, new functionality to include in testing and implementation

Determine Defect Corrections to include

Identify Resources Needed Departments, Offices, Personnel

Project Scope

Perform Technical Review Banner Product Calendar Read/Follow Conversion and Upgrade

Documentation on the Customer Support Center Download Software and Documentation Technical Upgrade Guides Analyze Customized and Integration Code Analyze Batch and Real-time Integration Points

3rd Party Products

Project Scope (cont.)

Perform Functional Review Banner Product Calendar

Upgrade documentation downloaded from the Customer Support Center

Release Guides, Patch README FILES

Listings on BPOST, BSTUDENT, BGENERAL Email [email protected]

LISTSERV REFCARD

Design Phase

Install Upgrade and/or Patches in Test Instance(s) Create Test Environment Matching Current

Banner Production Environment

Create an Overview Document Summarize What’s New and/or Different Compare Old to New Forms and Processes

Design Phase (cont.)

Develop Plan for Specific Upgrade or Patch Include New/Changed Forms, Processes,

Procedures Include Defect Resolutions Identify Known Issues

Review Security Changes Forms, Processes, Roles, Classes, APIs Reports

Design Phase (cont.)

Determine if Customized or Home-Grown Forms, Jobs or Processes affected Create or Adjust as needed Install in Test Database(s)

Determine if 3rd Party (Peripheral or Add-on) Software Affected and Adjust as Needed e.g., Resource 25, Reporting Tool, Scanning

Software, BbVista, Production Manager, AppWorks, DegreeWorks, Luminis Portal, Touchnet

Testing Phase

Establish a Schedule/Time-Frame Progress Reports and/or Meetings

Work Collaboratively Don’t even try to do it all yourself!

Get users involved in testing Remember to include INB, Banner Self-

Serve, and any 3rd Party Software

Testing Phase (cont.)

Forms, Processes, Reports to Be Reviewed and Tested

Spreadsheet Column Headers Category

e.g., General Student, Clearinghouse, Scheduling Tasks

Create person, take from recruit through graduation Test forms, jobs, reports using pre-selected ids

Tested By Comments


Student System Areas / Processes Tested General Person General Student (Learner) Registration Fee Assessment1

Clearinghouse Enrollment Verification Catalog and Sections Transfer Articulation 1Note: Responsibility of another department


Student System Areas / Processes Tested Grading Academic History Graduate Student Tracking Award Degrees (Outcome) Transcripts Location Management CAPP Athletic Compliance Faculty Load

Major/Minor Update or Patch

BANNER AREA

UPGRADE OR PATCH DEFECTS

PROCESSES AFFECTED

DESCRIPTION OF PROBLEM AND/OR RESULUTION

TESTER'S INITIALS COMMENTS

Catalog Patch #1-4SXOLR SCADETLYou could not perform a Remove Record on the last record in the Equivalent Course block.

Class Schedule Patch #1-I44Y2 SSASECT

Sometimes maximum seat number could not be updated for unreserved seats

General Person Patch #1-4NTK62 SPAIDEN

GOAMTCH allowed creation of bad ID with use of the literal NEXT as value for the SPRIDEN_ID, causing an error.

General Student Upgrade #1-2TPMBL SGASTDN

User could create new record by scrolling to end of list and entering new data; now must use duplicate key as should be

Patch #1-54AI0DSGASTDQ, SHQTERM

Enter ID number and criteria (e.g, level, college), Next Block, waited long time; Enter just ID number, Next Block, data populated quickly.

Academic History Patch #1-4T1IL4

SHAMDEG, SOKMAUD

If 3-character grad status codes, Invalid outcome graduation status code error

Upgrade #1-2YONIQ SHAPCMP

When the GPA on SHAGPAR was greater than two (2), an Oracle error displayed, and data could not be saved.

Overall Patch #1-56OIXQ SOKLCU1The backfill was not always correctly updating the SGBSTDN future terms.


What If Something Doesn’t Work User Error Something Not Installed Correctly Known Issue Develop Work-Around Create contact with SunGard Customer Support Show Stopper

Sample Test Plan

Sample Upgrade Test Plan

Based on Banner Student 8.2 Upgrade

(Includes some Drexel Ad-Ons and Modifications) *SZ… Home Grown forms/processes


GENERAL PERSON Review and Make changes to the different Tabs

(SPAIDEN)

Review SOADDRQ

Review GOAEMAL

Review SPAEMRG

Review SPATELE


GENERAL STUDENT – Learner: Review Curriculum Status Forms

Create/Update General Student record 1 major, 1 minor, 1 concentration Secondary curriculum, 1 major, 1 concentration

Change Major in same program, different program

Check Curriculum Summary Form (SOILCUR) after changes


GENERAL STUDENT – Learner (cont.) Check Curriculum window, Curriculum summary,

FOS summary blocks from SGASTDN

Review Additional Student Info (SGASADD)

Review Backfill Process

Continuant Term Rules/Processing (SOACTRM, SHRTYPE)


GENERAL STUDENT – Learner (cont.) Test New General Learner Mass Entry (SGAMSTU) Test New Mass Entry Audit (SOAMAUD)

Expected Graduation Process (Drexel created)

Student Inactivation Process (Drexel created)

Activities Roll Process (Drexel created)

Sports Roll Process (Drexel created)


GENERAL STUDENT – Learner (cont.) Population Selection

Setup population selection (GLRSLCT)

Extract the Population (GLBDATA)

Saved Output Review (GLAEXTR, GLIEXTR)

Cohort Load Process (SGRCHRT)


REGISTRATION: Review STVESTS and STVRSTS

Set Up SOATERM, SFAESTS and SFARSTS Set Up and Test New SFAMHRS Min/Max Hrs Register individual students using SFAREGS Block or Batch Registration Process (combination

Drexel Ad-On and Banner processes) Assess Time Status (SFRTMST) Review Registration Audit (SFASTCA)


REGISTRATION (cont.): Title IV Processes

Withdraw Pending Status Change (SFRNOWD) Withdrawn Student Report (SFRWDRL) Student Withdrawal (SFAWDRL)

Review/Test New Registration Restrictions (SCARRES and SSARRES)

Review/Test New Registration Error Messages Table (SFRRMSG) and Form (SFARMSG)


REGISTRATION (cont.): Test New Registration Mass Entry (SFAMREG)

Test New Batch Update Process Mass Entry (SORMEBP)

Review New Mass Entry Audit (SOAMAUD)


REGISTRATION (cont.): Review New Waitlist Automation Enhancement Review New Automated Waitlist Term Control

form (SOAWLTC) Review New Waitlist Automation Section Control

form (SSAWLSC) Waitlist by CRN

Test New Batch Waitlist Notification job (SFRBWLP)


REGISTRATION (cont.): Time Ticketing

Registration Group Control Form (SFARCTL) Time Ticketing Registration Group Rules* Registration Priority Control Form (SFARCTT) Student Registration Group Query (SFIRGRP)

Run Time Ticket Assignment Process*

*Drexel Ad-On


REGISTRATION (cont.): Review various Registration Reports

Examples: Unsatisfied Links Report (SFRLINK) Fee Assessment Report (SFRFEES) Batch Waitlist Notification Process (SFRBWLP) Registration Admin Messages Report

(SFRRGAM) Withdrawn Student Report (SFRWDRL)


CLEARINGHOUSE: Clearinghouse Extract Report (SFRNSLC) NSLDS SSCR Process (SFRSSCR)

ENROLLMENT VERIFICATION: Enrollment Verification Type Codes (STVEPRT) Enrollment Verification Request Rules (SFAERPT) Enrollment Verification Request Form (SFARQST) Enrollment Verification Request Status

(SFARQSS) Enrollment Verification Report (SFRENRL)


CATALOG and COURSE SECTIONS: Create/Modify Courses at the catalog level Review Course Detail Information (SCADETL) Create/Modify Course Sections

Test prerequisites and co-requisites Change course credits, schedule type Change instructional method, grade mode Create variable credit course Create Cross-list (SSAXLST) Change room assignment


CATALOG and COURSE SECTIONS: Create/Review Restrictions (SCARRES,

SSARRES) Test changes to section after enrollment

New Course Catalog Data Extract Process (SCRCATE)

New Transfer Catalog Data Import Process (SHRTCIM)

New SSASECT Enhanced Reserved Seat Rules Roll course sections from one term to another

(SSRROLL)


TRANSFER ARTICULATION: Add courses to transfer institution catalog

(SHATATC)

Articulate a transfer institution course (SHATATR)

Add a school to STVSGBI/SOASBGI/SOABGTA

Transfer Grade Code Maintenance (SHATGRD)

Enter students’ transfer courses on SHATRNS

Articulate courses on SHATAEQ


TRANSFER ARTICULATION (cont.): Job sub: Transfer Equivalency Worksheet

(SHRTAEQ)

Review SHATRNS and SHATERM

College Board Advanced Placement (AP)


GRADING and ACADEMIC HISTORY: Changes to Class Attendance Roster Form

(SFAALST) Review New Display of Incomplete Grades

Test New Incomplete Grade Processing Automation Enhancement

New Grade collection Process and Rules New Incomplete Grade Rules Form (SHAINCG) New Automated Processing of Incomplete Grades New Incomplete Grade Process (SHRCINC)


GRADING and ACADEMIC HISTORY (cont.): Assign Grades to Classes Roll Grades from Class List (Grade Roll to Learner

Outcome) Test New Roll Learner to Outcome Process

(SHRROUT) Change Grades in Academic History Check Term Header record creation Review New Grade Conversion and Substitution

Process


GRADING and ACADEMIC HISTORY (cont.): Roll Grades to Academic History (SHRROLL) Repeat/Equivalent Course Check Report

(SHRRPTS) GPA Calculation (Individual) Run GPA Calc Process (SHRCGPA)

ACADEMIC STANDING: Calculate Academic Standing (SHRASTD) Calculate Dean's List


GRADUATE STUDENT TRACKING:

Non-Course Requirements( SHANCRS) Multiple Advisors (SGAADVR) Committee/Service form (SHACOMI) Qualifying Papers (SHAQPNO)


AWARD DEGREES (Outcome): Manual Roll of Learner Curricula (SGASTDN,

SFAREGS) to SHADEGR From Curriculum Tabs

From New Graduation Application (SHAGAPP)

Review Academic History Control (SHACTRL)

Award degrees in SHADEGR (Outcome)

Diploma Name (SHADIPL)


AWARD DEGREES (Outcome): Review Re-designed Graduation Mass Entry

Process Mass Entry Graduation (SHAMDEG) Mass Update Diploma (SHAMUDI) Mass Entry Ceremony Attendance (SHAMCAT) Mass Entry Diploma (SHAMDIP) Mass Update Ceremony Attendance (SHAMUCA)


TRANSCRIPTS:

Transcript Name Source Table (STVTRNS) Transcript Request Form (SHARQTC) Transcript Type Form (SHATPRT) Academic Transcript Process (SHRTRTC) Transcript Population Creation (SHRTPOP) Transcript Status (SHARQTS) Transcript Comments (SHATCMT)


TRANSCRIPTS (cont.): Review Online Transcript Request Forms

Web Self-Service Options Validation (STVWSSO)

Web transcript Request Rules (SHAWTRR)


LOCATION MANAGEMENT & HOUSING:

Create Dorm and Meal Application (SLARMAP) Create Roommate Application (SLARMAT) Assign Rooms (SLARASG) Assign Phones (SPAPASG) Assign Meal Plans (SLAMASG) Create Events (SLAEVNT) Run Assignment Roll Process (SLRROLL)


CURRICULUM, ADVISING & PROGRAM PLANNING (CAPP) Multiple Advisors (SGAADVR) Student Attribute Codes (STVATTS) SORLCUR Curriculum SORLFOS Fields of Study Review/Test New Current Indicator Enhancement

Curriculum Rules Control (SOACTRL) Review/Test Current Indicator Conversion to

Current Code on Curriculum Tables


CAPP (cont.) Review Curriculum Rules (SOACURR)

Insert new Program, Major, Concentration Major, Minor, Concentrations (STVMAJR) Program Requirements (SMAPROG) Area Library (SMAALIB) Area Requirements (SMAAREA) Group Library (SMAGLIB) Group Requirements (SMAGROP)


CAPP (cont.) Add new program to SOAXREF, SOAXCUR

through SOACURR Run Compliance Report and Print

Review Compliance Report in INB Review Compliance Report on BSS

Compliance Request Activity (SMACACT) Run Compliance Purge Process (SMPCPRG)


ATHLETIC COMPLIANCE Setup Validation Tables:

Student Activity Code Validation Form (STVACTC) Comment Type Code Validation Form (STVCMTT) Degree Completion Change Reason (STVDCPR) Eligibility Code Validation Form (STVELIG) Athletic Qualifier Status Validation (STVSAQS) Athletic Attribute Validation Form (STVSAAT) Athletic Academic Eligibility Validation (STVSAEL)


ATHLETIC COMPLIANCE (cont.) Validation Tables (cont):

Originator Validation Form (STVORIG) Athletic Competition Reason Validation (STVSARE) Athletic Residency Exception Validation(STVSARX) Athlete Transfer Status Validation (STVSATR) Sport Status Code Validation Form (STVSPST)


ATHLETIC COMPLIANCE (cont.) Test Athletic Compliance Form (SGASPRT) Review/Test new Athletic Compliance Inquiry

Form (SGISPRT) Review/Test New Mass Entry Athletic Compliance

Form (SGAMSPT)


FACULTY LOAD Faculty Load Term Control Form (SIATERM) Faculty/Advisor Information (SIAANST) Faculty Assignment (SIAASGN) Faculty Workload Contract FTE Form (SIACFTE) Faculty Workload Term Rules Form (SIAFLRT) Faculty Contract Analysis Form (SIACONA) Faculty Workload Contract Rules Form (SIAFLRC) Faculty Load Contract Analysis Report (SIRCTAL) Faculty Personnel Form (SIAFPER)


BANNERWEB FOR STUDENT Review Personal Information Tab

View/Update Address(es) and Phone(s) View/Update Emergency Contacts View and Update (New) Race and Ethnicity

Review Student Tab Student Academic Status Information Screen General Student Information Advisor


BANNERWEB FOR STUDENT (cont.) Registration

Review look up classes pages Review messages for closed classes, pre-reqs,

readmit needed Register for classes Register for Linked Courses Update Variable Credits

Review Degree Audit as Student


BANNERWEB FOR STUDENT (cont.) Enrollment Verification Request Review Transcript Request Transcript Create Graduation Application


BANNERWEB FOR ADVISORS/FACULTY Review Class Lists Faculty Grading on Web Review a Student’s Information Run Compliance Report for a Student

BANNER SELF-SERVICE WEB TAILOR Customize a Web Menu or Procedure Customize a Set of Information Text

Training Phase

Training Phase (cont.)

Develop Training Materials Documentation, Visual Aids, Videos, Online Help

Provide End User Training Classes, One-on-One, Online Presentations

Communication Emails, Website, Links, Summaries of What’s New

Implementation Phase

Install Upgrade and/or Patch into Production Verify that System is working Send out Communication

Inform End Users of What’s New or Changed

Conduct Post-Implementation Review

And Finally…

You’re going about your day-to-day business Banner is running smoothly

A Job Well Done!

Summary

Create an overall Project Plan Download Releases, Patches, and

Documentation Perform a Functional and Technical Review Create one or more Test Instances Design Specific Test Plan Determine if Home-Grown Processes

Affected Test, Test, and Test Some More!!!

Summary (cont.)

Train End Users Provide Documentation Implement the Upgrade and/or Patches Conduct a Post-Implementation Review Be ready to do it all again next time!

Open to the Floor

Questions Comments

Thank You!

Carol GreySystems Analyst

Drexel University

Philadelphia, PA

[email protected]

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10 th Anniversary 1999 - 2009 Upgrades/Patches: Create Test Plans Carol Grey Systems Analyst, Drexel...

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