Post on 25-May-2020
Session A February 23, 10:00 - 11:00 am Bost Theatre
Session B February 23, 2:00 - 3:00 pm Bost Theatre
Session C March 1, 10:00 - 11:00 am Fowlkes Auditorium
Session D March 1, 3:30 - 4:30 pm Library Auditorium
Session E March 28, 10:00 - 11:00 am Fowlkes Auditorium
Session F March 28, 2:00 - 3:00 pm Fowlkes Auditorium
Tamara Gibson, Presenter
Banner 9 Introduction
• Banner upgrades will be
released and applied
individually to each
module instead of a single
upgrade applied to all
Banner modules
simultaneously
• Modules upgraded by April
2017 are GENERAL and
FINANCE
Administrative Banner 8 to Banner 9 UpgradeTentative Timeline as of 1/30/2017
Banner Module Upgrade Date
Finance Administration 4/1/2017
General Administration 4/1/2017
Position Control Administration 7/1/2017
Human Resources Administration 7/1/2017
Advancement Administration 10/1/2017
Accounts Receivable Administration 11/1/2017
Financial Aid Administration 2/1/2018
Student Administration 3/1/2018
Self-Service Banner (Banner Web) Upgrade Timeline to be Provided Later
Banner 9 Upgrade Preview Session 2
Tamara Gibson, Presenter
Banner 9 Introduction
• Banner 8 will coexist alongside Banner 9 during the
transition allowing you to continue to use current forms and
process for modules not yet upgraded such as payroll and
leave entry
• Banner 8 Oracle Forms will become Banner 9 JAVA Pages
• Banner 9 has a new interface with a different look and feel
• Uses the same database, tables, logic and functionality as Banner 8
• A new tool called Application Navigator will be used to
access both Banner 8 and Banner 9
Banner 9 Upgrade Preview Session 3
Tamara Gibson, Presenter
Three Piece Puzzle
Banner 8 Forms
Banner 9 Upgrade Preview Session 4
Tamara Gibson, Presenter
Application Navigator• A single interface used to seamlessly navigate between
Banner 9 JAVA pages and Banner 8 Oracle forms
• Log into Banner to access Application Navigator:
• my.msstate.edu (portal) or banner.msstate.edu
• If a Banner 9 JAVA Page has not yet been upgraded,
the page will automatically open as a Banner 8 Oracle
form
• Application Navigator has a basic set of keyboard
shortcuts
• View by clicking on Keyboard Shortcuts in the bottom right
corner of the page.
Banner 9 Upgrade Preview Session 5
Tamara Gibson, Presenter
Application Navigator• Use any of the following to navigate within Application Navigator:
• Menu icon. Click on this icon to open the Banner Menu.
• Search icon. Click on this icon to open the Search window.
• Recently Opened icon. It is displayed with a count of pages after you
have opened the first page in an application.
• Search box in the center of the page. In this box, you can enter either
the descriptive name or the Banner form code (acronym) to find forms,
pages, or jobs. Find the desired entry and click Enter.
• You can return to the Application Navigator landing page by
clicking on the Mississippi State University home link.
• Use the Sign Out link in the upper right corner when closing the
application instead of just closing the browser.
Banner 9 Upgrade Preview Session 6
Tamara Gibson, Presenter
Application Navigator
Banner 9 Upgrade Preview Session 7
Tamara Gibson, Presenter
Application Navigator Menu Icon
Banner 9 Upgrade Preview Session 8
Click the Menu icon to access:• Banner Main Menu• My Banner Menu
Tamara Gibson, Presenter
Application Navigator Search Icon
Banner 9 Upgrade Preview Session 9
Click the Search icon to search for a Banner menu, form, or process
Tamara Gibson, Presenter
Application Navigator Recently Opened Icon
Banner 9 Upgrade Preview Session 10
Click the Recently Opened icon to view a menu, form, or process recently opened.
Tamara Gibson, Presenter
Application Navigator Search Box
Banner 9 Upgrade Preview Session 11
Tamara Gibson, Presenter
Application Navigator Search Box
Banner 9 Upgrade Preview Session 12
Tamara Gibson, Presenter
Keyboard Shortcuts
Banner 9 Upgrade Preview Session 13
Tamara Gibson, Presenter
Banner 9 JAVA Page
Banner 9 Upgrade Preview Session 14
Tamara Gibson, Presenter
Banner 8 Form accessed through Application Navigator
Banner 9 Upgrade Preview Session 15
PWALEAV (Leave Entry/Query Form)
Tamara Gibson, Presenter
Quick Navigation
Mississippi State University
Home Link
Banner 9 Upgrade Preview Session 16
Your Name
Carol Cane
Tamara Gibson, Presenter
Conversion Tips for Banner 9(Things to watch for)Menus/Tools (Old Drop Down Menus)
• Options and other menus have moved. If you used to click a menu in Banner 8, look under the
“Tools” (gear icon) (Alt+Shift+T) or “Related” button (relationship icon – Alt+Shift+R). Both buttons
are at the top right of the screen. For example: The Banner 8 Options menu is now found under
Related.
Next Block/Section (Alt+PageDown)
• The keyboard shortcuts, Alt+PgDn and Alt+PgUp, should work anytime you used to use “Next
Block/Previous Block” (Ctrl+PgDn/Ctrl+PgUp).
• There are also new buttons on the bottom left of the window that allow you to go to the previous
(Alt+PgUp) or next (Alt+PgDn) section (block).
• If you previously used Next Block only once on a form, you can use the green “Go” Button near the
top right (or Alt+PgDn). If you used to use Next Block multiple times, the “Go” button only works for
the first “Next Block” action.
• To further get to the “Next Block”, use Alt+PgDn or the buttons on the bottom left of the window.
After going into the record(s), the green “Go” button (top right) changes to “Start Over” (F5) which
functions much like “Rollback”.
Dates
• No longer use the date format: DD-MMM-YYYY (23-FEB-2017)
• Entered in mmddyyyy format (02232017).
• To enter the current date, type any letter and [TAB].
Banner 9 Upgrade Preview Session 17
Tamara Gibson, Presenter
Conversion Tips for Banner 9(Things to watch for)
Search/Filter
• Click the Filter
button or use
F7 to access a new page
for searching or filtering.
• If you’ve already entered
search criteria, pressing
F7 doesn’t always clear
those filters, but
sometimes leaves the
filters you’ve previously
entered.
• To clear the search
criteria, click “Clear All”
• F8 still works to execute
or apply your search/filter
criteria. Otherwise, click
“Go”.
Field Search/Lookup
• Click on ellipses or arrow to the right of the field to display a list of values or
perform a search.
Banner 9 Upgrade Preview Session 18
Tamara Gibson, Presenter
Conversion Tips for Banner 9(Things to watch for)Rollback/Start Over (F5)
• You can now click “Start Over” (Top right where the “Go” button
often is) or use the new keyboard shortcut F5 to perform what used
to be called “Rollback”. (F5 in Banner 8 is GoTo – Use the Search
icon in Banner 9 to open another page).
Closing a Page
• The X to close a page has moved to the top left. You can also use
the keyboard shortcut Ctrl+Q or click CANCEL in the bottom right
of the window.
Notifications
• Instructions, Warnings and Errors now pop up in the top right
corner of the screen. Be aware that notifications will cover the
Start Over / Go button and other things in that corner of the screen
until you dismiss the notification (click the number in the top right
corner).
Banner 9 Upgrade Preview Session 19
Tamara Gibson, Presenter
Learn More about Banner 9ITS has created a web page that contains important information for
the upgrade:
• Banner 9 Upgrade Timeline
• Preview Session PowerPoint Presentation
• Preview Session Streaming Link & Recording
• Banner 9 Quick Navigation Guide
• Preview Session & Open Lab Schedules
• Keyboard Shortcuts List
• Frequently Asked Questions (FAQ)
Access via ITS Main Page
– “Banner 9” in the Quick Links window
• http://www.its.msstate.edu/services/accounts/admin-banner/banner9/
Banner 9 Upgrade Preview Session 20
Tamara Gibson, Presenter
Test Drive Banner 9
• Login at test.inb.msstate.edu
• Select DEVL
• Must have a Banner PROD account
• Cloned the system in November 2016
• New employees hired AFTER
November 2016 should contact the
Help Desk to have their account
setup in DEVL
• Still a work in progress
• may experience downtime (try later)
Banner 9 Upgrade Preview Session 21
Tamara Gibson, Presenter
Test Drive Banner 9
• Open Lab sessions are available
• Attendees may come and go during a 1 hour session
block
• Access the Application Navigator and Banner 9 JAVA
pages and ask questions
• Registration is required
• McArthur Hall Lab B
• Maximum Capacity - 15 per block
• Session Dates: March 6, 9, 13, 24, 29 & 30
• Register at www.its.msstate.edu
Banner 9 Upgrade Preview Session 22
Tamara Gibson, Presenter
Resources & Support for Banner 9
• All Banner training classes are suspended until April
• Banner 9 Users’ Manual
• Available starting in April via Banner
• Must have a Banner PROD account to login
• Only include current upgrades
• Will grow as modules are upgraded
• Need help after the upgrade?
• Submit a ticket to helpdesk@msstate.edu
• Call 662-325-0631
• Check FAQ on Banner 9 Info Page
Banner 9 Upgrade Preview Session 23