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1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Create Banner Events Using Argos
Jenny Stracke
Lehigh University
April 12, 2015
Session ID: 12125
2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Session rules of etiquette
• Please turn off your cell phone/pager
• If you must leave the session early, please do so as discreetly as possible
• Please avoid side conversation during the session
Thank you for your cooperation!
3© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Lehigh University
• Private research university established
in 1865 in Bethlehem, PA
• 6,600 students
• 5,000 undergraduate
• Constituent base = 171,200
• 84,200 alumni
• $1 billion endowment
• Currently in silent phase of $800M
campaign
• 500+ events per year
Arts & Sciences
Business &
Economics
Education*
Engineering &
Applied Sciences
4© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Lehigh Events of Note
• FY 2014-2015
• Rivalry 150 - Lehigh vs. Lafayette
 Yankee Stadium
 17 events in NYC
 60 telecasts
• FY 2015-2016
• Inauguration of new president
• Sesquicentennial
• Campaign launch
5© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Creating Banner Events Using Argos
• Why we do it
• Old Process
• New Process walk-through
• Challenges & Tricks
6© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Why not just use Banner forms?
Why not BANNER?
• We do not modify forms
• Banner forms do not enforce
Lehigh business rules
• Staff were getting bogged down
in data entry and software training
Why ARGOS?
• DOs were already using this for
other reporting purposes
• Customization allows us to
enforce Lehigh business rules as
well as Banner data rules
• Allows staff to focus on their
expertise
Current Users: 15
7© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Old Version of EV01
• Clunky!
• Not user friendly
• Labor intensive changes
• No true functionality
8© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Old Version of EV01
• Coded to send pertinent info
in email to Adv. Svcs.
• Redundant!
• Redundant!
• Redundant!
mailto:inadhoc@lehigh.edu?subject=Event%20Request%20from%20
%%:$User.Description%%&cc=%%:$User.EmailAddress + ',' +
:U_MC_contacts.Email%%&body=Title%3A%20%%:A_EB_title%%%0AOw
ner%3A%20%%:A_DD_owner.CODE%%%0AType%3A%20%%:A_DD_type.CODE
%%%0ACollege%3A%20%%:A_DD_college.CODE%%%0ADept%3A%20%%:A_D
D_department.CODE%%%0APurpose%201%3A%20%%:A_DD_primary_purp
ose.CODE%%%0APurpose%202%3A%20%%:A_DD_secondary_purpose.COD
E%%%0AAdv%20Staff%20Requested%3A%20%%:A_EB_adv_staff_reques
t%%%0AEst%20Attend%20Min%3A%20%%:A_EB_est_attend_min%%%0AEs
t%20Attend%20Max%3A%20%%:A_EB_est_attend_max%%%0ALocation%3
A%20%%:A_EB_location%%%0ADate%3A%20%%:A_DT_date%%%0ATime%3A
%20%%:A_EB_time%%%0ATarget%20Audience%3A%0A%%:A_ME_target_a
udience%%%0APrimary%20Region%3A%20%%:A_DD_PRIMregion.desc%%
%0AVirtual%3A%20%%:A_DD_virtual.CODE%%%0AOwner%3A%20%%:S_MC
_contacts.ID%%%0AManager%3A%20%%:T_MC_contacts.ID%%%0ACoord
inator%3A%20%%:U_MC_contacts.ID%%%0AParticipant%201%3A%20%%
:B_DD_participant_type_1.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_1%%%0AParticipant%202%3A%
20%%:B_DD_participant_type_2.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_2%%%0AParticipant%203%3A%
20%%:B_DD_participant_type_3.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_3%%%0AParticipant%204%3A%
20%%:B_DD_participant_type_4.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_4%%%0AParticipant%205%3A%
20%%:B_DD_participant_type_5.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_5%%%0AParticipant%206%3A%
20%%:B_DD_participant_type_6.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_6%%%0AParticipant%207%3A%
20%%:B_DD_participant_type_7.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_7%%%0AParticipant%208%3A%
20%%:B_DD_participant_type_8.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_8%%%0AParticipant%209%3A%
20%%:B_DD_participant_type_9.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_9%%%0AParticipant%2010%3A
%20%%:B_DD_participant_type_10.CODE%%%20-
%20ID%3A%20%%:B_EB_participant_ID_10%%%0ABudget%3A%0A%%:A_M
E_budget%%%0AUniv%20Leadership%20Request%3A%0A%%:A_ME_univ_
lead_request%%%0ADesc%3A%0A%%:A_ME_desc%%%0AOther%20Comment
s%3A%0A%%:A_ME_other_comments%%%0AInvite%20List%20Criteria%
3A%0A%%:A_ME_invitation_list_criteria%%
9© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
New Version
Primary Objectives
• Eliminate redundant data entry
• User friendly interface
• Put the ownership back on the
Events team
First Challenges
• Read/write permissions for each table
• Hidden sequence table: SOBSEQN
• SLBEVNT
• GEBFUNC
• SMRMEET
• GERTASK
• GERPART
• GERFCON
• GERFCOM
• GERSUBJ
sobseqn_function sobseqn_seqno_prefix sobseqn_maxseqno sobsegn_activity_date
EVENT C 1449 05-MAR-15
10© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Primary Features
• SQL based
• Page-by-page navigation
• Organized for easier data flow
• Behind the scenes coding
(GERTASK)
• Function based entry instead of
Event based
11© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Event Information
SLBEVNT
• Only information tied to
event in Banner – All
else is tied to function
• An event must have at
least one function
• No event can use a
function code twice!
12© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Event Information
SLBEVNT
• Search on event fields
• Non-case sensitive
searching
• Function list to avoid
duplication
13© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Function
GEBFUNC, SSMEET
• Header info from
previous page
• Function title
(GERFCOM)
• Function List
• Help buttons
14© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Function
GEBFUNC, SSMEET
• Business rules require
events to be entered
90+ from date of event
• Old method – no date
entered and Adv.
Svcs. would have to
follow up.
• New method – Event
owner/manager is
more accountable
15© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Target Audience
GEBFCON
• GTVSDAX -
Crosswalk Validation
allows higher level
grouping
• Allows us to narrow
& organize list boxes
• Can use as many or
as few as needed
16© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Participants
GEBPART
• Business rules
require these roles
to be filled by LU
staff.
• Employee view table
already existed
• Coding allows non-
case sensitive
search on both
name and user id.
17© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Additional Info
GERFCOM, GERSUBJ
• All of these fields are
in GERFCOM
• Indexed behind the
scenes in GERSUBJ
18© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Submission
• Banner event code
generated real-time
• Lists all events created
that day
• Email to event staff
entered on previous
page
19© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Submission
• Lists all functions
created that day
• Email to event staff
entered on previous
page
20© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Points to Remember
Validation Rules
• Banner data rules
• University business rules
Retrain Users
• Event vs. Function
• Test version for practice/training
• Even small things like military
time make process more efficient
Help Buttons
GTVSDAX
Banner XE
• Updated current input code to include
new fields
• New version tested and waiting for
XE deployment
21© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Questions & Answers
22© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125
Thank you!
Jenny Stracke
jas814@lehigh.edu
Please complete the online session evaluation form.
• Via your registration account Log into your registration account at
https://ellucianlive2015.smarteventscloud.com/connect/
publicDashboard.ww
• choose the link to “Surveys.”
Session ID 12125

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12125

  • 1. 1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Create Banner Events Using Argos Jenny Stracke Lehigh University April 12, 2015 Session ID: 12125
  • 2. 2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Session rules of etiquette • Please turn off your cell phone/pager • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversation during the session Thank you for your cooperation!
  • 3. 3© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Lehigh University • Private research university established in 1865 in Bethlehem, PA • 6,600 students • 5,000 undergraduate • Constituent base = 171,200 • 84,200 alumni • $1 billion endowment • Currently in silent phase of $800M campaign • 500+ events per year Arts & Sciences Business & Economics Education* Engineering & Applied Sciences
  • 4. 4© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Lehigh Events of Note • FY 2014-2015 • Rivalry 150 - Lehigh vs. Lafayette  Yankee Stadium  17 events in NYC  60 telecasts • FY 2015-2016 • Inauguration of new president • Sesquicentennial • Campaign launch
  • 5. 5© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Creating Banner Events Using Argos • Why we do it • Old Process • New Process walk-through • Challenges & Tricks
  • 6. 6© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Why not just use Banner forms? Why not BANNER? • We do not modify forms • Banner forms do not enforce Lehigh business rules • Staff were getting bogged down in data entry and software training Why ARGOS? • DOs were already using this for other reporting purposes • Customization allows us to enforce Lehigh business rules as well as Banner data rules • Allows staff to focus on their expertise Current Users: 15
  • 7. 7© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Old Version of EV01 • Clunky! • Not user friendly • Labor intensive changes • No true functionality
  • 8. 8© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Old Version of EV01 • Coded to send pertinent info in email to Adv. Svcs. • Redundant! • Redundant! • Redundant! mailto:inadhoc@lehigh.edu?subject=Event%20Request%20from%20 %%:$User.Description%%&cc=%%:$User.EmailAddress + ',' + :U_MC_contacts.Email%%&body=Title%3A%20%%:A_EB_title%%%0AOw ner%3A%20%%:A_DD_owner.CODE%%%0AType%3A%20%%:A_DD_type.CODE %%%0ACollege%3A%20%%:A_DD_college.CODE%%%0ADept%3A%20%%:A_D D_department.CODE%%%0APurpose%201%3A%20%%:A_DD_primary_purp ose.CODE%%%0APurpose%202%3A%20%%:A_DD_secondary_purpose.COD E%%%0AAdv%20Staff%20Requested%3A%20%%:A_EB_adv_staff_reques t%%%0AEst%20Attend%20Min%3A%20%%:A_EB_est_attend_min%%%0AEs t%20Attend%20Max%3A%20%%:A_EB_est_attend_max%%%0ALocation%3 A%20%%:A_EB_location%%%0ADate%3A%20%%:A_DT_date%%%0ATime%3A %20%%:A_EB_time%%%0ATarget%20Audience%3A%0A%%:A_ME_target_a udience%%%0APrimary%20Region%3A%20%%:A_DD_PRIMregion.desc%% %0AVirtual%3A%20%%:A_DD_virtual.CODE%%%0AOwner%3A%20%%:S_MC _contacts.ID%%%0AManager%3A%20%%:T_MC_contacts.ID%%%0ACoord inator%3A%20%%:U_MC_contacts.ID%%%0AParticipant%201%3A%20%% :B_DD_participant_type_1.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_1%%%0AParticipant%202%3A% 20%%:B_DD_participant_type_2.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_2%%%0AParticipant%203%3A% 20%%:B_DD_participant_type_3.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_3%%%0AParticipant%204%3A% 20%%:B_DD_participant_type_4.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_4%%%0AParticipant%205%3A% 20%%:B_DD_participant_type_5.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_5%%%0AParticipant%206%3A% 20%%:B_DD_participant_type_6.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_6%%%0AParticipant%207%3A% 20%%:B_DD_participant_type_7.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_7%%%0AParticipant%208%3A% 20%%:B_DD_participant_type_8.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_8%%%0AParticipant%209%3A% 20%%:B_DD_participant_type_9.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_9%%%0AParticipant%2010%3A %20%%:B_DD_participant_type_10.CODE%%%20- %20ID%3A%20%%:B_EB_participant_ID_10%%%0ABudget%3A%0A%%:A_M E_budget%%%0AUniv%20Leadership%20Request%3A%0A%%:A_ME_univ_ lead_request%%%0ADesc%3A%0A%%:A_ME_desc%%%0AOther%20Comment s%3A%0A%%:A_ME_other_comments%%%0AInvite%20List%20Criteria% 3A%0A%%:A_ME_invitation_list_criteria%%
  • 9. 9© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 New Version Primary Objectives • Eliminate redundant data entry • User friendly interface • Put the ownership back on the Events team First Challenges • Read/write permissions for each table • Hidden sequence table: SOBSEQN • SLBEVNT • GEBFUNC • SMRMEET • GERTASK • GERPART • GERFCON • GERFCOM • GERSUBJ sobseqn_function sobseqn_seqno_prefix sobseqn_maxseqno sobsegn_activity_date EVENT C 1449 05-MAR-15
  • 10. 10© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Primary Features • SQL based • Page-by-page navigation • Organized for easier data flow • Behind the scenes coding (GERTASK) • Function based entry instead of Event based
  • 11. 11© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Event Information SLBEVNT • Only information tied to event in Banner – All else is tied to function • An event must have at least one function • No event can use a function code twice!
  • 12. 12© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Event Information SLBEVNT • Search on event fields • Non-case sensitive searching • Function list to avoid duplication
  • 13. 13© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Function GEBFUNC, SSMEET • Header info from previous page • Function title (GERFCOM) • Function List • Help buttons
  • 14. 14© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Function GEBFUNC, SSMEET • Business rules require events to be entered 90+ from date of event • Old method – no date entered and Adv. Svcs. would have to follow up. • New method – Event owner/manager is more accountable
  • 15. 15© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Target Audience GEBFCON • GTVSDAX - Crosswalk Validation allows higher level grouping • Allows us to narrow & organize list boxes • Can use as many or as few as needed
  • 16. 16© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Participants GEBPART • Business rules require these roles to be filled by LU staff. • Employee view table already existed • Coding allows non- case sensitive search on both name and user id.
  • 17. 17© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Additional Info GERFCOM, GERSUBJ • All of these fields are in GERFCOM • Indexed behind the scenes in GERSUBJ
  • 18. 18© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Submission • Banner event code generated real-time • Lists all events created that day • Email to event staff entered on previous page
  • 19. 19© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Submission • Lists all functions created that day • Email to event staff entered on previous page
  • 20. 20© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Points to Remember Validation Rules • Banner data rules • University business rules Retrain Users • Event vs. Function • Test version for practice/training • Even small things like military time make process more efficient Help Buttons GTVSDAX Banner XE • Updated current input code to include new fields • New version tested and waiting for XE deployment
  • 21. 21© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Questions & Answers
  • 22. 22© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12125 Thank you! Jenny Stracke jas814@lehigh.edu Please complete the online session evaluation form. • Via your registration account Log into your registration account at https://ellucianlive2015.smarteventscloud.com/connect/ publicDashboard.ww • choose the link to “Surveys.” Session ID 12125