Welcome!. Introductions David Cheney Document Management Consultant for SunGard HE Based out of...
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Transcript of Welcome!. Introductions David Cheney Document Management Consultant for SunGard HE Based out of...
Welcome!
Introductions
David Cheney Document Management Consultant for SunGard HE
Based out of Virginia Beach, Virginia
6+ years of experience as a trainer, administrator, and user of Banner & Xtender Solutions
CDIA+ certified
How well do you know each other?
Name, Role, How related to Banner/Xtender
“Brush with greatness”
Agenda - Today
Key Concepts
Xtender Solutions Systems Overview
Basic End User & Scanning Training Batch Scanning & Indexing
Document Manipulation & Retrieval, Queries, Annotations
Import & Export
Deleting Docs, Modifying Indexes, Versioning
Agenda - Wednesday
Continuation of Basic End User Training
Exercises to build skill and comfort level
BXS Integration Training
New Banner Screens & how to use them
Building Checklist Requirements
Building and or Changing Context Rules
More Exercises
Agenda – Wednesday Afternoon
Advanced End User and Administrator Training (Application Generator)
Security (user, group & document level)
Building New Applications, Modifying Existing Applications
Data Import
Any Follow-up training from previous sessions
Agenda – Thursday
System Configuration
Security (user, group & document level)
Building New Applications, Modifying Existing Applications
Data Import
Any Follow-up training from previous sessions
Selected Terminology
Index – set of database records, associated with documents, that can be searched by users for the purposes of document retrieval
Imaging – digitally scanning paper, microfilm, or microfiche, and indexing the digital images for retrieval
Document Management – capture, indexing, storing, monitoring, and retrieval of any kind of electronic file, including images
Application – the XtenderSolutions term for a document collection, characterized by a common index structure and users
Components of Document Management /Imaging
1. Scanning Hardware & Importing Software to bring Documents into the System
2. Tools for Archiving and Storing Documents
3. Indexing Systems to Organize Documents
4. Retrieval Tools to find Documents
5. Access Control to provide Documents to Authorized people
SunGard HE BANNER XtenderSolutions
1. Collect information
2. Manage information
3. Deliver information
Document Management Solution Overview
ApplicationXtender
ScanXtender
WebXtender
ApplicationXtender
Indexing
Organization
Storage
Retrieval
Cost effective and fast access to a central pool of information
ApplicationXtender Features
Easy application generation
Seamless Integration with Business Applications
Comprehensive Electronic File Management
Flexible Security
Support for any type of content
Full integration with Storage
With ApplicationXtender you can
Deliver the right information to your different users when, where and how they need it
Improve collaboration between different users or departments
Improve productivity by eliminating time wasted searching paper files or sifting through unrelated information
Reduce cost by minimizing printing and duplication of documents, and by reducing the amount of physical storage required
ScanXtender
Scan
View
Store
Effective scanning module integrated with ApplicationXtender
ScanXtender Features
Batch Scanning
Image Enhancement
Move Online
Printing and faxing
WebXtender
Retrieve, view and manage your documents using standard browsers
Enable e-business applications by giving them access to content via the web
Efficient and inexpensive content delivery – both inside and outside organization
WebXtender Features
Internet/Intranet Access to Content
Leverages Web Infrastructure Standards
Comprehensive Content Display and Processing
Robust and Flexible Security
Fully Integrated with Content and Storage
With WebXtender you can
Provide global access to information, whenever and whatever it is needed
Securely share information with employees, customers, suppliers and partners
Reduce costs associated with paper distribution, including printing, copying and shipping
Banner XtenderSolutions: What it can do for you
Allow management of millions of files
Allow for retrieval of documents within seconds
Allow information to be shared while maintaining confidentiality
Conform to your working practices, rather than change them
Easy to use and manage
Easy Information Access
Secures, distributes, and manages any kind of electronic document
Document images from paper or microfilm
Word-processed docs and spreadsheets
Multimedia
Email attachments
Faxes
Reports and computer output
Viewing of many file types without requiring native desktop application
Banner XtenderSolutions Integration Highlights
Single point of information access
Integration with other OTG solutions and third-party products
Integration with SunGard HE Banner solutions
Easily extensible to new institutional applications
Flexible integration model
Banner XtenderSolutions - Banner Data Integration
Shared information repository
Indexing data look-up and validation
Reduces operator querying time and indexing error
Maintains all active and inactive record information in one database
Banner XtenderSolutions Screen and Event Integration
Single user login with extensible and comprehensive security
Launching all types of documents from Banner screens
Automatic updating of Banner tracking and requirements lists
Launching of Workflow processes and events
Banner Integration
Screen - Retrieves documents based on Banner context
Security - Uses Banner for login authentication and supports Banner Finance Fund/Org Security
Data – Checks and prompts with Banner data for indexing and validation
Event - Automatically updates Banner checklists and triggers Workflow events
Screen Integration
Banner toolbar button calls BXS library
Data and context points are established
Context rule is invoked if present
Query is formulated based on rule and associated parameters
ApplicationXtender or WebXtender is invoked
Results are displayed
Banner Integration
Banner Integration
Security Integration
Banner toolbar button calls BXS library
Login information is passed to ApplicationXtender and WebXtender
Database connection is made via user login or stored credentials
Password-protected role is invoked
Fund/Org security checked for Finance docs
Banner Integration
Data Integration
Key data elements are synchronized between Banner tables and BXS tables
BXS tables are highly indexed for retrieval speed
Initial data load performed during system install
Later data updates performed by db triggers
Users get hot-key, pick-list, pop-up dialog, and auto-fill indexing assistance
Banner Integration
Event Integration
Indexing of documents to selected applications can trigger updates of Student Admissions checklists or Financial Aid tracking requirements
This functionality can be enabled / disabled by document type, term code or aid year range, module, or system-wide
Financial Aid tracking codes can be institutionally defined and vary between document types
Easy Document Access
User performs activity on particular Banner form
Based upon appropriate security rights, the user can view electronic objects like images, spreadsheets, word documents, etc.
15 Minute Break
When we come back:
Live look at ScanXtender
Hands on Scanning
Live look at ApplicationXtender & WebXtender
Hands on Indexing