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BANNER ENTERPRISE DATA WAREHOUSE RELEASE GUIDE Release 8.3 April 2011
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BANNER ENTERPRISE DATA WAREHOUSERELEASE GUIDE

Release 8.3April 2011

Trademark, Publishing Statement and Copyright NoticeSunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including “SunGard,” the SunGard logo, “Banner,” “PowerCAMPUS,” “Advance,” “Luminis,” “DegreeWorks,” “fsaATLAS,” “Course Signals,” and “Open Digital Campus.” Other names and marks used in this material are owned by third parties.

© 2011 SunGard. All rights reserved.

Contains confidential and proprietary information of SunGard and its subsidiaries. Use of these materials is limited to SunGard Higher Education licensees, and is subject to the terms and conditions of one or more written license agreements between SunGard Higher Education and the licensee in question. This PDF is certified for use with Adobe Reader, version 7.x and higher. Some elements of this PDF may not render properly when viewed using earlier versions of the Acrobat Reader or with other PDF viewing applications.

In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization’s own choosing.

Prepared by: SunGard Higher Education4 Country View RoadMalvern, Pennsylvania 19355United States of America

Customer Support Center Websitehttp://connect.sungardhe.com

Documentation Feedbackhttp://education.sungardhe.com/survey/documentation.html

Distribution Services E-mail [email protected]

Revision History Log

Publication Date SummaryApril 2011 New version that supports Banner Enterprise Data Warehouse 8.3 software.

Contents

April 20

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Enhancements for Banner EDW 8.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

New Student Content - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Changed Cognos Framework Manager model . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

New business concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

New cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

New and changed stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

New operational stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Changed operational stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

New aggregate stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Architecture Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Administrative User Interface Enhancements - Functional. . . . . . . . . . 12

New enhancements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

New Student Content - Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Changed model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

New cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

11 Banner Enterprise Data Warehouse 8.3 3Release Guide

Contents

4

New packages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Modified packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

New tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Modified tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

New scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

New columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Modified columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Deleted columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Administrative User Interface Enhancements - Technical . . . . . . . . . . . 17

New tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Changed tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Problem Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Banner Enterprise Data Warehouse 8.3 April 2011Release Guide

April 20

Introduction

This guide documents changes made with the delivery of Release 8.3 of the Banner Enterprise Data Warehouse (Banner EDW) product. Release 8.3 includes enhancements, RPEs, and problem resolutions.

Banner EDW 8.3 Relationship with Banner Student Retention Performance

You can implement this release alone or in conjunction with the Banner Student Retention Performance 1.0 product, which includes the pre-built Cognos Business Intelligence components. If you have licensed the Banner Student Retention Performance product, you will want to refer to the Banner Student Retention Performance Release Notes and the Banner Student Retention Performance Handbook for details about the Cognos components.

Enhancements for Banner EDW 8.3

This document describes the following enhancements.

Student Updates

This release of the Banner EDW includes new components (business concepts, stars, and cubes) that support loading and maintaining student information in the warehouse. You can use these components to enhance student related reporting capabilities. If you license the Banner Student Retention Performance (SRP) product, these changes and additions support SRP reporting; however, you can use these components without the SRP product.

Architecture Updates

The cleansing process has been updated to make it more user friendly and efficient. Mappings disable/enable constraints to enhance load/refresh performance. Unique indexes are added to dimensions to aid in data integrity. Concepts previously defined as Cognos Parameter Maps are now defined and managed within the Administrative User Interface. Updating and changing those values no longer requires publishing Cognos packages.

To enable the support the ability to load data from disparate data sources, a new dimension was created with EDW 8.2 called WDT_WAREHOUSE_ENTITY. This dimension serves as a conformed entity dimension across all EDW components regardless of data source. To incorporate the use of this new dimension, all ETL logics have been updated to populate the UID field with the surrogate key from this dimension as opposed to a Banner PIDM.

NoteThe PERSON_UID field in the EDW will not match the PERSON_UID field in ODS (which currently does contain the Banner PIDM value).

11 Banner Enterprise Data Warehouse 8.3 5Release Guide

Introduction

6

Administrative User Interface Updates

The Cleansing process has been updated. The Cleansing process options have moved from the parameter records to a new Set Up Cleansing item on the Options menu. Also, there have been filters added to the control report page, cascade options within the parameter page and subprocess info/process info are added to job menu pages.

Prerequisites

Banner EDW release 8.3 requires the following versions of products pre-installed:

• Banner Operational Data Store 8.3

Refer to the Banner Performance Reporting & Analytics (BPRA) Resource Guidelines document for the most current information about BPRA, Banner, and Third Party product dependencies and compatibility for this release.

The Banner DC Release Interdependency Matrix document, available for download from the Documentation Download area of the Customer Support Center, outlines source Banner system release dependencies for Banner EDW.

Related Documentation

You can refer to the following documents for more details about the new Banner EDW components and the related Cognos components if you license them:

• Banner Enterprise Data Warehouse Handbook 8.3

• Banner Student Retention Performance Release Notes 1.0

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideIntroduction

April 20

New Student Content - Functional

New components were added to the Banner EDW that let you add student data to the warehouse. This new warehouse content supports reporting on student retention from both performance and progress perspective. The new student related components are briefly described in this enhancement section with pointers on where you can find more detailed information.

NoteThe components listed in this release guide are available to all licensees of the Banner EDW. If you license the Banner Student Retention Performance (SRP) product, there are additional changes and additions that support SRP reporting on retention from the student engagement perspective.

Changed Cognos Framework Manager model

The sghe_pm Cognos Framework Manager model was updated to include student retention information for both performance and progress. This model includes the new student-related information structures and data relationships. The new business concept packages - Analyze Student Progress and its snapshots are built from the new data in this model. The published packages are included within the delivered Cognos import and the underlying model is included in the delivered source code.

New business concepts

The following new business concepts were added to the Banner EDW. You can use these business concepts for reporting and analysis of data from the Banner and Banner Relationship Management

Refer to the Business Concepts chapter in the Banner EDW 8.3 Handbook for more information about these business concepts.

11 Banner Enterprise Data Warehouse 8.3 7Release Guide

New Student Content - Functional

8

PM Analyze Student Progress

You can use this business concept to measure student retention, performance, and progress at your institution by examining the records for the students who are retained and those not retained. This business concept enables you to measure student retention from one academic period (like or sequential) to another, academic performance and progress, student course details, and academic outcome sought or awarded at the institution.

Snapshot PM Analyze Student Progress

The snapshot versions of the business concepts contain the same data s the original business concept except the data is frozen at institution specified points in time called events. This allows you to report off of the data as it changes over time or compare one event’s data to another’s.

New cubes

The following cubes that include student retention data were added with this release.

• PM Multi Year Retention and Graduation Cube

Enables you to analyze retention and graduation headcounts and rates by number of years from the academic period first attended.

• PM Retention by Academic Period Cube (Like or Sequential)

Enables you to analyze retention headcounts and rates from like or sequential academic periods using different combinations of demographic, diversity, academic study, and student grouping attributes.

Refer to the Banner EDW Cubes chapter in the Banner EDW 8.3 Handbook for more information about the cubes.

New and changed stars

Several new stars were added to support the business needs of student retention warehouse information. The stars illustrate the student retention related fact and dimension table relationships in the warehouse.

The next sections list the new stars added with this release.

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideNew Student Content - Functional

April 20

New operational stars

Several operational stars were added with this release. These stars illustrate the student retention fact and dimension table relationships in the warehouse. The data for these stars is based on existing content from the Banner Student product.

• Academic Outcome

• Academic Outcome Honors

• Advisor

• Athletic

• Course Section

• Grade Change

• Meeting Time

• Retention Multi Year

• Student

• Student Activity

• Student Attribute

• Student Cohort

• Student Course

• Student Course Attribute

Changed operational stars

Some operational stars were changed with this release. The following stars are modified to add group and count keys to the fact tables as appropriate:

• Contact

• Hold

• Interest

• Post Secondary School

• Race

• Secondary School Subject

• Test

11 Banner Enterprise Data Warehouse 8.3 9Release Guide

New Student Content - Functional

10

New aggregate stars

A new aggregate stars has been added with this release. The newly added aggregate star illustrates student-related fact and dimension table relationships in the warehouse. The data for this star is based on existing content loaded to the warehouse from the Banner Student product.

• Student Progress Star

• Change aggregate stars

• Admissions Financial Aid Record

Changed aggregate stars

The Admissions Financial Aid Record aggregate star was modified for this release. The data for this stars is based on existing content loaded to the warehouse from the Banner Student product.

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideNew Student Content - Functional

April 20

Administrative User Interface Enhancements - Functional

Enhanced Cleansing

In an effort to propagate cleansing enhancements introduced with the EDW 8.2 release throughout the entirety of the Banner EDW infrastructure, updates were made in a manner in which the cleansing rules are maintained. The Cleansing rules are now stored within Cleansing Data Rules (MGRCRUL) and Cleansing Data Elements (MGRCDIM) tables.

A new submenu was added to the Administrative UI that consolidates access to all of the cleansing functions. You access the submenu within the Administrative UI by selecting Options > Set Up and Maintain Cleansing Processes.

The first two items on the menu, are new with this release.

You will use the “Set Up and Maintain Cleansing Rules” item to defines the cleansing rules used by the Load Banner EDW Dimensional Data Default Cleansing Values cleansing load job. These rules are stored in the Cleansing Rules (MGRCRUL) table and control cleansing associated with the new Advancement components of the warehouse.

11 Banner Enterprise Data Warehouse 8.3 11Release Guide

Administrative User Interface Enhancements - Functional

12

You will use the “Set Up and Maintain Cleansing Data Elements” item to define the cleansing data elements associated with the rules stored in MGRCRUL. These data element definitions are stored in the Cleansing Data Elements (MGRCDIM) table.

The remaining menu items “Maintain Descriptions for Code Values” and “Translate Code Values from Source Data” are not new. These are existing cleansing functions that control the short and long descriptions for code values and define which source system code values match to the target system.

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideAdministrative User Interface Enhancements - Functional

April 20

New Student Content - Technical

The following sections identify the new and modified objects related to the new Student content for Banner EDW release 8.3.

Changed model

The following Cognos Framework Manager model was changed with this release:• sghe_pm

New cubes

The following Cognos cubes were added with this release.

• PM Multi Year Retention and Graduation Cube

• PM Retention by Academic Period Cube (Like or Sequential)

New packages

The following new Analyze Student Progress packages were added with the new business concepts in the Banner EDW.

• PM Analyze Student Progress

• Snapshot PM Analyze Student Progress

11 Banner Enterprise Data Warehouse 8.3 13Release Guide

New Student Content - Technical

14

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideNew Student Content - Technical

April 20

Administrative User Interface Enhancements - Technical

New tables

The following new tables were added to the Banner EDW database.

Cleansing Data Rules (MGRCRUL)

The Cleansing Rules (MGRCRUL) table contains the information that defines the cleansing rules used by the Dimensional Data Default Cleansing Values cleansing load job.

Cleansing Data Elements (MGRCDIM)

The Cleansing Data Elements (MGRCDIM) table contains the information that defines a cleansing data element. These elements are the actual dimension columns that are cleansed in the warehouse during standard ETL processing.

11 Banner Enterprise Data Warehouse 8.3 15Release Guide

Administrative User Interface Enhancements - Technical

16

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideAdministrative User Interface Enhancements - Technical

April 20

New and Changed Objects

The following sections briefly describe the objects that were added or changed with this release of the Banner EDW.

Banner EDW changed objects

The edw80300_changed_objects.csv file includes a detailed list of the objects (views, tables, columns) that were added, changed, or removed with this release. To view the list, access the edw80300_changed_objects.csv file, which was delivered with your product documentation. You can open the file in Microsoft Excel or a similar spreadsheet application. You can reorganize the columns as needed.

11 Banner Enterprise Data Warehouse 8.3 17Release Guide

New and Changed Objects

18

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideNew and Changed Objects

April 20

Problem Resolutions

The following problem resolutions are delivered with this release.

NoteFor comprehensive and detailed problem, impact, and resolution information for all defects corrected in this release, refer to the supplemental problem resolutions file (edw80300resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized.

You can also access information about defects and their resolutions through the Customer Support Center.

Object Name Defect # Summary

11.2.0.1 Certification 1-DSUZ80 Provide necessary code changes for 11.2.0.1.

11.2.0.1 Certification 1-DTT2F3 Provide necessary code changes for 11.2.0.1.

11.2.0.1 Certification 1-DU61XD Provide necessary code changes for running the EDW 8.2 Upgrade on an 11.2.0.1 database.

ASSIGNMENT_F1B, PROSPECT_ENTITY_F1B, RELATIONSHIP_F1B

1-E0L5IN Deploy of 3 mappings fail in OWB 11.2.

EDW_GENERAL_EXTR

1-F83Q0J communication count date is null; cannot insert null date

EDW_RACE_CLEAN mapping (located in the EDW_STUDENT project under the STAGE module

1-BR6IR7 The load type for the mapping EDW_RACE_CLEAN should be TRUNCATE/INSERT and not INSERT.

11 Banner Enterprise Data Warehouse 8.3 19Release Guide

Problem Resolutions

20

LOAD_EDW_FINAID_AWD_ACADPD ORA-00001: unique constraint errors

1-DJDW2S Running LOAD_EDW_FINAID_AWD_ACADPD and getting ORA-00001 unique constraint errors

maintain_edw_error_records.sql; edw_general_extr.sql

1-CD8A17 After upgrade to EDW 8.2, refresh of operational stars processes errors and deletes incorrectly

see comments tab for owb mappings and project information.

1-BICQL4 ODS 8.2 dimensions table WDT_RACE is populated with duplicated information

wdt_demographic - dup data

1-CREUYM EDW 8.1.1/8.2 - Duplicated data in wdt_demographic and causes ORA-00001 with different EDW mappings.

1-DXE15Z Encountering unique constraint violation error in loading of WFT_BANNER_COMMUNICATION

1-F8EMKH Poor performance with mapping EDW_INSTITUTION_DIM_INST

1-FD98II The ODS 8.2.1 upgrade is not updating the mgrvers table with its release.

WTT_FINAID_AWARD_ACADPD_WKEYS

1-F8Q2VB EDW 8.1.1 - unique constraint & performance issues in the mapping EDW_FA_AWD_AP_WKEYS

Object Name Defect # Summary

Banner Enterprise Data Warehouse 8.3 April 2011Release GuideProblem Resolutions

April 20

EDW_ADMS_APPL_DIM_SUPPL_DATA, EDW_ADMS_APPL_WKEYS

1-FBWE5J Unique Constraint error in ADMISSION_APPLICATION star

EDW_FA_AWD_AP_FACT_INSERT

1-FFK1AP EDW_FA_AWD_AP_FACT_INSERT matching attributes are incorrect - performance and potential data issues.

Object Name Defect # Summary

11 Banner Enterprise Data Warehouse 8.3 21Release Guide

Problem Resolutions

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