Site Accessibility Statement
Wilfrid Laurier University Information and Communication Technologies
November 26, 2014
 
 
Canadian Excellence

Important Information



Banner 2014 - Information Page

As of Monday, November 24, 2014, Laurier will have upgraded Banner.

Printing

 Printing will be done through Windows as of Monday, November 24, 2014. All Banner printer names will now be the same as Windows printer names. Printers that are not set up in the Windows network will not be available from Banner. Xerox printers need to be set up with accounting information. To add a Xerox printer to Banner, please submit a request through the Employee Service Desk with printer information and the account code to be used for Banner printing.

Please Note: INB Banner is accessible from on-campus only at this time. Access from remote off-campus locations will be implemented as a subsequent phase with more details and timing to follow.

Java versions

When accessing the upgraded Banner for the first time, some users may be prompted to install the latest version of Java. In that case, download and install the latest version of Java 7.

Windows users may need to configure Java as follows:

 Close any Java Applications

  1. Go to Java Control Panel
    1. Windows 7:
      1. Click on the Start button and then click on the Control Panel option.
      2. In the Control Panel Search enter Java Control Panel.
      3. Click on the Java icon to open the Java Control Panel.
    2. Windows XP:
      1. Click on the Start button and then click on the Control Panel option
      2. Double click on the Java icon
  2. In the update tab, click on update now
  3. Follow the prompts to update java
  4. Open "Configure Java"
    1. Start/Programs/Java/Configure Java
  5. In the security tab click on "Edit Site List" ****
  6. Click on "Add" and type in https://isis.wlu.ca
  7. Click on "Add" and type in https://banner.wlu.ca
  8. Click on "OK"
  9. Click on "OK"

**** In the unlikely event that the  Edit Site list does not appear, the following steps need to be taken

  1. Close Configure Java
  2. Open Control Panel/Add or Remove Programs and Remove any earlier java versions.
  3. Return to Step 5 above and proceed

Reminder: the supported browsers for Banner are Internet Explorer 8.x (Windows XP), Internet Explorer 9.x (Windows 7) and Safari (Mac).

If you experience any difficulties, please contact the Employee Service Desk at ext. 4357.

 
Upgrade summary

The upgrade provides significant new functionality and prepares us to move ahead with future Banner enhancements.

Overall functionality Improvements include:
Improved Self-Service access for Student Awards, Advancement
    Banner Student Aid now linked to BDM
    Improved Accessibility for Student self-service
    Improved Class search
    Improved online help
    Improved document management
    Improved security and performance
    Ability to upload files
    Improved validation of banking information
    Many functional improvements for Advancement including improved iModules integration
    Enhanced comments for A/R, Admissions
    SIN, Additional ID and Additional ID Type added to common matching (duplicate checking)
    POPSEL can now include SDE fields
    Improved security logging
    Improved auditing of SSB (LORIS) changes
    Improved debugging (p_ban_debug)
    Improved address and email address validation
    PDF applications for BSA and T2202

Administrative improvements include:

    Upgrading of 6 servers
    Decreased ongoing support costs
    Separation of Production and Test network shares
    Simpler print management
    Ability to allow users to send output directly to windows

 
Module versions

  1. Banner General 8.4.1-> 8.6.1
  2. Banner Accounts Receivable 8.3-> 8.4.5
  3. Banner Advancement 8.4-> 8.7
  4. Banner Advancement Self-Service 8.5-> 8.8
  5. Banner Document Management 8.3-> 8.5
  6. Banner Employee Self-Service  8.8-> 8.10
  7. Banner Faculty and Advisor Self-Service 8.5-> 8.6
  8. Banner Finance 8.5-> 8.9
  9. Banner Finance Self-Service 8.4-> 8.6
  10. Banner Human Resources 8.8-> 8.10
  11. Banner INTCOMP 8.0.2-> 8.0.2 (no change)
  12. Banner Mass Data Update Utility 8.0-> 8.1
  13. Banner Position Control  8.8-> 8.10
  14. Banner Student  8.5-> 8.6.3
  15. Banner Student Aid  8.8.1-> 8.10.0.1
  16. Banner Student Self-Service 8.5-> 8.6
  17. Banner Web General 8.4-> 8.6
  18. Banner Web Tailor 8.4.1-> 8.6.1
  19. T2202A 8.10-> 8.13
 
Connecting to Banner

Connecting to Banner (Internet Native Banner or INB) is done through the internet using Internet Explorer.

Please Note: INB is accessible from on-campus only at this time. Access from remote off-campus locations will be implemented as a subsequent phase with more details and timing to follow.


Supported Browsers:

Windows XP - Internet Explorer 8
Windows 7 - Internet Explorer 9

Mac OS X - Safari

Starting BANNER INB - INTERNET NATIVE BANNER (WINDOWS)

• Use Microsoft Internet Explorer to access the internet version of Banner.
• Go to: http://isis.wlu.ca and select INB for Windows PCs.
• Log into Banner as you normally would using your Username and Password


Starting BANNER INB - INTERNET NATIVE BANNER (MAC)

• Use Safari to access the internet version of Banner.
• Go to: http://isis.wlu.ca and select INB for Macintosh.
• Log into Banner as you normally would using your Username and Password
Please Note: If you are using Banner INB for the first time on a Mac, you will be asked if you want to trust the signed applet. Select "yes".


Creating a Bookmark with Internet Explorer

To set up a bookmark to access Banner, click this link http://isis.wlu.ca. When the page titled 'Welcome to Laurier Banner' appears, click on the 'Favorites' button and choose 'Add' to save it to your Internet Explorer Favorites list. In the future you can access Banner INB by using this bookmark.


Internet Options
In order to keep your Banner session from disappearing when you launch a new web site, then you need to make the following update to your internet options.

From your Control Panel go to,

Internet Options/Properties 
          Advanced tab
UNCHECK the box - Reuse windows for launching shortcuts.
                (found under the Browsing subgroup)

If you plan on doing data extracts from within Banner, you will also want to
UNCHECK the box - Do not save encrypted pages to disk.
(found under the Security subgroup)

Select Apply and then close.


POP-UP Blocker

In Internet Native Banner, the Pop-up blocker or specific Security settings can interfere with viewing the output saved to a database, or Extract Data No Key feature, or on-line help. In addition, third-party Tool Bars (i.e. Yahoo, Google) pop up blockers must be disabled.

The right settings should include the following, depending on the operating system you are running:

Windows XP / Windows 7
• Open Internet Explorer
• Under Tools, select Pop-up Blocker, then Pop-up Blocker Settings…
• In the text box under Address of Web Site to allow: type isis.wlu.ca, and then click on Add. Do the same for telaris.wlu.ca. The web sites will show up in the bottom window (Allowed sites). To finish, click on Close.
• Under Tools, select Internet Options, then Security Tab, Custom Level.
• Scroll down to Downloads, and then Automatic prompting for file downloads
• Select Enable, and click OK, twice.

Macintosh
• no configuration changes are required.


STARTING SSB - SELF-SERVE BANNER (LORIS)

http://loris.wlu.ca
The Ellucian Banner Self-Service products are designed to enhance end-user access to information on record in our Ellucian Banner database. Self-Service Banner enables our institution to deliver optimal customer service to students, employees, faculty, and alumni using the convenience, speed and affordable technology of the World Wide Web. For example: Students can now register for courses on-line. Faculty can use LORIS to enter grades and check their research accounts. Employees can view their personal, payroll, tax, and position information.


PRINTING TO THE DATABASE

In the Printer Control field, enter "DATABASE" instead of a networked printer. This will create a listing file that you can view on-line. To view this listing file, select "Options" from the toolbar, and then select - Review Output [GJIREVO]. Click on the arrow down button beside the Process window. A second screen will show a listing of processes that you have saved. Select the process listing file (ending in .lis) you would like to view and press the OK button. You may now print the file, by selecting "Options" from the toolbar, then selecting "Save and Print" which will prompt you to open the file in a browser and you can print from the browser or choose File - Save As option and save the file as a .txt file in a directory on your PC where you can open it with Word or Wordperfect.


DATA EXTRACT

You can extract data from Banner forms to a spreadsheet. The extract feature will work on all validation forms and most rule, application and inquiry forms that have been tested in each module. Before you try to use this feature, ensure that you have the correct settings for your web browser:

From your Control Panel go to,

Internet Options/Properties 
          Advanced tab
UNCHECK the box - Do not save encrypted pages to disk.
(found under the Security subgroup)

Select Apply and then close.

Windows XP / Windows 7
• Select an option from the pop-up window to Open the file or Save it.
• The file will open in the new browser window, but in the Excel format.


XSHELL

Users who currently access OMNIS for Banner related processes will need to have the XSHELL software installed on their PC's. Please place a call ticket through the ITS Customer Service Portal. Click here for Instructions on how to configure and use XSHELL.

Using Xshell - For the first time to log into OMNIS / GENESIS / TELARIS

When you try to connect to one of the three servers for the first time, you will get a message similiar to the following....

$ ssh omnis
The authenticity of host 'omnis (205.189.21.94)' can't be established.
RSA key fingerprint is 54:73:29:6c:69:ee:1d:27:76:8d:0a:0f:e0:4c:59:1f.
Are you sure you want to continue connecting (yes/no)?

Please answer "yes". The message will only occur once


PASSWORD MANAGEMENT

Our external auditors require that we implement password management procedures which will greatly improve the security of our system and our data.

Every 90 days, the system will require all users to change their Banner password. Users will receive a 5 day "grace period" during which Banner will remind all users that their password is about to expire. During each login to Banner during the grace period, a message like "ORA-28002: the password will expire within x days" will be displayed. During this grace period, the system will permit password changes at any time by clicking on the "Change Banner Password" link on the right side of the Banner General Menu screen or by going directly to the GUAPSWD form.

If a user password is not changed during the 5 day grace period, the password will expire. The next time the user attempts to login to Banner, they will receive a message like "ORA-28001: the password has expired". Click and a prompt to change your password will appear. Users will NOT be able to get into Banner until they have changed their password.

**To avoid problems with Banner job submission, users MUST change their password during the 5 day grace period. Otherwise the password may expire when Banner job submission is run and that will cause the job to crash.**

If a user password has expired and they try to login to Cognos, FormFusion, or Intellecheck, they will receive the message "ORA-28001: the password has expired", but they will NOT be able to change their password from within those programs. The user will have to go to Banner and change their password as described above, after which they will be able to login to Cognos, FormFusion, or Intellecheck.

When password changes are made, the new password must be as follows:

1) the password must be at least 6 characters long
2) the password must contain at least one letter and one number
3) the password cannot contain any of the punctuation marks @$&"(),`;=#
4) the password cannot be the same as your Banner user name
5) previous passwords cannot be reused for 3 years

If the new password does NOT meet all of the above criteria, an error message will be displayed and the user will need to try again.

Java

When accessing Banner 2014 for the first time (after Nov 21, 2014), some users may be prompted to install the latest version of Java. In that case, download the latest version of Java 7 and install it

Reminder: the supported browsers for Banner are Internet Explorer 8.x (Windows XP),  Internet Explorer 9.x (Windows 7)and Safari (Mac).

If you experience any difficulties, please contact the Employee Service Desk at ext. 4357.


If you forget your password, or your account becomes locked, please either submit the following form: https:///forms_detail.php?grp_id=12689&frm_id=2680 (login with network username/password); contact the Employee Services Desk at ext. 4357, or see us at BA304 to have your password reset.

 
Banner Account Request Form

For new users who require Banner accounts and existing users who require additions or modifications to their current accounts, click here to access the NEW online form.

 
COGNOS Account Request Form

For new users who require COGNOS access and existing users who require additions or modifications to their current access, click here to access the form (.pdf format).

 
Navigation and Getting Started Documents

Banner (Ellucian Manual) Getting Started (view PDF document)

Banner Basics (Laurier Manual) (view PDF document)

 
Banner Self-Service (LORIS)

The Ellucian Banner Self-Service products are designed to enhance end-user access to information on records in our Ellucian Banner database. Banner Self-Service enables our institution to deliver optimal customer service to student, employees, faculty, and alumni using the convenience, speed and affordable technology of the World Wide Web. For example: Students can now register for courses on-line. Faculty can use LORIS to enter grades and check their research accounts. Employees can view their personal, payroll, tax, and position information.

In order to access LORIS, you will need your employee/student ID and a PIN. Students can obtain a PIN from the registrar's office. Employees can obtain a PIN from Human Resources.
Click here to go to LORIS: http://telaris.wlu.ca

 
Training Information (Training by Module)

Module Co-lead Extension
FINANCE (Department Budgets, etc.) Michael Kohut
3883
STUDENT (Class Lists, Student Data Sheets, Student Grades, Course Data) Jodi Kinahan 6354
STUDENT (All other requests) Rob Kalbfleisch 2640
HUMAN RESOURCES/PAYROLL Gregory Brown

3483

ACCOUNTS RECEIVABLE Sandra Davidson 4987
GRAD STUDIES/MBA/FSW Helen Paret 3132
ROOM BOOKINGS Marlene Ibrahim 6359/6370
ALUMNI TBD 3866
COGNOS Niru Philip 2391

 
Banner Finance Information

For information on how to use the Banner Finance system, please click here.

 
Account Terminations

Accounts Affected:

* OMNIS/Xshell
* Oracle - Banner, COGNOS

Employee Termination:

When an employee is terminating from Laurier, ICT is notified by Human Resources. If the employee has been setup with an Omnis, Oracle - Banner/Cognos account, then all access to these accounts would be terminated on the employee's last day of employment. It is the responsibility of the employee to clean out any personal files or have files transferred to another user, prior to his/her termination date.

Please Note: Supervisors/Managers are responsible to notify ICT when a student position has expired.

Position Change:

When an employee changes positions within Laurier, ICT is notified by Human Resources. If the employee has been setup with a Omnis, or Oracle account, the employee's access to these accounts will be terminated. It is the responsibility of the employee to notify ICT to have their Network account and email account changed.

If the employee requires access to an Oracle account in their new position, then either the Manager or employee should complete the online form. ICT will notify the employee when the account has been setup and that the password(s) can be picked up by the employee.

Any questions regarding the account termination process should be directed to:

Cory Richardson-Crews, Information Technology Services, Ext. 3125.