On February 1, we officially transitioned to Banner 9.
We are very excited to offer Banner 9 to campus, and we are grateful for all of the time and energy provided by our technical team, functional stakeholders, and so many employees across the institution.
With any software transition, there are likely to be a few things that do not work quite right. Bugs, whether new or outstanding, will be addressed in Banner 9.
Over the last several weeks, staff have continued their development and testing work. We are on track to meet the goal of transitioning to Banner 9 on February 1. Information Services is working with Business Affairs and the Registrar’s Office to prioritize work so that we can meet this goal.
On Friday, Jan. 25, we received important fixes for Banner 9 pages in Payroll external reporting, time entry, and HR faculty appointments.
As we approach the end of January, we will continue decommissioning forms in Banner 8. Once February begins, we will be prioritizing and addressing any outstanding issues after that point in Banner 9.
University of Oregon staff have been working hard over the last 23 months to complete the move from Banner 8 to Banner 9. Our goal was to finish this work by December 31, and we have decided to extend the timeline by one month.
By January 15, we will have transitioned the majority of the forms. Banner 8 forms will be disabled after they are successfully moved to Banner 9, and we will update the list of forms available on the Banner 9 blog at https://blogs.uoregon.edu/banner9/banner-forms-available-in-banner-9/. A few select forms, such as Time Entry for Payroll, will be available until January 31, 2019. Banner 8 will no longer be supported as of January 31.
The decision to extend the deadline was based on concerns expressed by the Banner Service Advisory Board and the need to minimize risk by moving off of Banner 8 as soon as possible.
As mentioned in our October update, we encourage Banner users to log in to Banner 9 and familiarize themselves with the new look and feel.
Many Banner forms are already available in Banner 9. For an up-to-date list, please visit the “Banner forms available in Banner 9” tab above or go to https://blogs.uoregon.edu/banner9/banner-forms-available-in-banner-9/.
(Banner users: Please note that when you log into Banner 9 for the first time, your password for Banner 8 will change and you will not be able to log in using your previous Banner password. If you will continue using Banner 8 for other work, or if you are an AppWorx user, you will need to reset your password using the SSO Manager tool described here: https://service.uoregon.edu/TDClient/KB/ArticleDet?ID=48232.)
In late October and November, Information Services held four campuswide demonstration and Q&A sessions to go over the general differences between Banner 8 and Banner 9, such as the look and feel, navigation, and use of Duck ID to log in. The final such session will take place on Monday, Dec. 3. Log in to MyTrack for details and to register: https://uomytrack.pageuppeople.com/learning/2484.
Business Affairs and other units will be offering additional Banner 9 training related to their respective functional areas with more training planned as the Banner 9 transition continues. Training will also be provided for forms related to critical transaction processing as they are available in Banner 9.
In addition, brief videos about how to launch Banner 9, log in, and navigate are available in the UO Service Portal at https://service.uoregon.edu/TDClient/KB/ArticleDet?ID=46979. (You’ll need to log in with your Duck ID to view that page and many others relating to Banner.)
Below are our current plans for the rest of the transition to Banner 9. (Note: The dates below may change based on the progress of development work.)
On October 23, the Banner 9 project took a big step forward when we turned on more than 2,100 Banner forms in Banner 9. That included almost all the Banner forms that didn’t require customization by our developers.
(You may hear those forms referred to as “baseline” forms because UO is using the baseline version as is from Ellucian. In contrast, many other Banner forms have either been modified by UO or were created in-house at UO.)
An email message went out to all Banner users via the banner-status@lists.uoregon.edu list on October 25 about this change. We encourage Banner users to get into Banner 9 and try it out.
For a list of all Banner forms currently available in Banner 9, please visit the “Banner forms available in Banner 9” tab above or go to https://blogs.uoregon.edu/banner9/banner-forms-available-in-banner-9/.
Information Services has scheduled a few campus-wise demos and Q/A sessions to go over general changes (UI, navigation, SSO). Log in to MyTrack for details and to register: https://uomytrack.pageuppeople.com/learning/2484.
Business Affairs, the Registrar’s Office, Admissions, and HR will be also be providing module-specific training as the transition to Banner 9 continues.
In addition, brief videos about how to launch Banner 9, log in, and navigate are now available at https://service.uoregon.edu/TDClient/KB/ArticleDet?ID=46979.
Recent Banner 9 Launches
Upcoming Banner 9 Launches
We’re pleased to report that two more sets of business processes — in the Business Affairs and Payroll offices — launched in Banner 9 on August 2. Here is an update on those launches and on other work underway:
In May we reported some issues that had caused us to postpone migrating any additional business processes to Banner 9. Through a focused collaborative effort between Information Services and the Financial Aid office, we have made significant progress in resolving those issues and now plan to continue Banner 9 migrations in other functional areas. Here is the status of work in those areas:
The “core” offices — those that use Banner most heavily — have been hard at work on the transition to Banner 9.
In early February, the Financial Aid office transitioned its internal business processes — that is, those used only by that office — to Banner 9. That included over 100 forms. Information Services has been working to resolve issues that arose in that process before transitioning any financial aid-related business processes that would affect staff outside the Financial Aid office, and before proceeding with any Banner 9 migrations in other functional areas.
Business Affairs is currently preparing to migrate several business processes used only by BAO staff. That includes the Check Printing, Check Cancellation, and Chart of Accounts Maintenance processes that we had originally expected to transition to Banner 9 earlier this year. Other processes in the works include Bank Check and Deposit Reconciliation, Buyer Code, and Person/Entity Maintenance. We expect to soon identify the transition date for all of those business processes.
The Payroll office has completed user acceptance testing for the Biographic/Demographic and Benefit Administration business processes used by their staff. Once user acceptance testing is complete for the remaining Banner 9 forms for internal Payroll office processes, we will determine a date for transitioning all of Payroll’s internal business processes.
The Office of the Registrar has selected which business processes to roll out in August and October. Development work and preparation for user acceptance testing is underway for the August portion of those.
Student Services and Enrollment Management recently sponsored an assessment by Ellucian of a few key areas in the Banner Student module for the Office of the Registrar. The results reduced the number of form customizations by one-third, bringing the overall modification reduction level in line with that of the other Banner modules.
In addition, Information Services has contracted with Ellucian to convert a selection of forms from Banner 8 to Banner 9. Work is currently underway on prerequisites needed to begin that conversion effort. This limited-scope engagement will be used to determine whether to contract with Ellucian for further conversions.