Banner 9 Upgrade

Last Updated 03/19/2019

UTSA has begun a multiyear project to upgrade from Banner 8 to Banner 9. The first phase of the upgrade will take approximately one year and will focus on Administrative Banner, also known as Internet Native Banner (INB). The second phase of the upgrade will focus on self-service Banner (SSB), also known as ASAP. A start date for phase II, as well as additional details, will be announced later.

Administrative Banner 8 is based on Oracle Forms. In Administrative Banner 9, Oracle Forms are replaced by JAVA pages, which means that the look, feel, and navigation of these pages will change. Banner upgrades will be applied individually to each module (Accounts Receivable, General, Financial Aid, and Student). Once the upgrade is complete, all Banner 8 Oracle Forms will have been replaced with Banner 9 JAVA pages, but during the upgrade, Banner 8 forms and Banner 9 pages will co-exist within the same production Banner system using Application Navigator.

Bookmark this page to stay up-to-date with the Banner 9 upgrade!

Project Manager: Jerry Smith, Senior IT Project Manager.

Event Outline

The dates for these events are subject to change. Please check back periodically for updates.
Name
Date
Banner 8.14 User Testing - complete
April, 2018
Go/No Go Decision For Banner 8.14 Upgrade - complete
April, 2018
Banner 8.14 Upgrade Weekend - complete
April, 2018
Go Live Banner 8.14 - complete
April, 2018
Ellucian Solution Manager (ESM) Implemented - complete
June 2018
Banner 9 Environment Created - complete
July 2018
Application Navigator (AppNav) Implemented - complete
October 2018
Banner 9 Upgrade Essentials Engagement DEVL PPRD - complete
October 2018
Banner Admin Pages User Testing - complete
November 2018
-Testing I (NPB 1.412) - complete
-Testing II (NPB 1.412) - complete
-Testing III (NPB 1.412) - complete
Banner Admin Pages Trained (phased process) - in progress
November, 2018 - March, 2019
Banner 9 Administrative Pages PROD Implemented - complete
December 2018
-Backups taken, Banner 8 upgrades applied - complete
-Banner 9 upgrades will be applied, install and configure Application Navigator, Administrative Common, additional software tools for support and upgrades and then localizations applied - complete
-Email to Banner Core Users and testers, User testing of upgrade in Production - complete
-Banner 8 is up and ready for use, Banner 9 will be released in phases - complete
Deploy Link to Financial Aid - complete
January 2019
Deploy Link to Financial Services- complete
February 2019
Banner Forms Conversion - in progress
February, 2019 - April, 2019
Banner Admin Pages User Testing
April 2019
-Testing I (NPB 1.412)
-Testing II (NPB 1.412)
-Testing III (NPB 1.412)
Deploy Link campus-wide
April, 2019

User Training

Training for the Banner 9 Upgrade (Admin Pages, Internet Native Banner (INB)) will be available via train the trainer through a phased process. Training will begin in November 2018 during testing sessions and run through January 2019. Once implemented organizations will receive training through a phased process. Users will continue using Banner 8 INB until they receive training. More details to follow. Below is a link to an initial overview of what to expect and general navigation in the new Banner 9 admin pages, which are replacing Banner 8 INB forms.



Milestones

Banner 9 upgrade milestones image

Frequently Asked Questions

You will use your myUTSA ID and passphrase.

Banner 9 should be used with Chrome or Firefox only. Internet Explorer is NOT recommended.

Ellucian (Banner’s parent company) has stated the following as of 8/16/17: "Individual users cannot choose a personal color in the Banner 9 applications at this time. Personal color (theme) choices is on the backlog, but not yet scheduled for a particular release."

Because Banner 9 runs in a web browser, some keyboard shortcuts had to be changed while others no longer work. A list of Keyboard Shortcuts  is available.

Yes, your access to pages (formerly called forms) will not change.

Banner 8 and Banner 9 function the same, and Banner 9 JAVA pages have the same names as their Banner 8 Oracle Forms predecessors. Banner 9 pages have a more modern look, are more intuitive and easier to navigate. Thus, while you will need to learn how to navigate Banner 9 JAVA pages, attending one of the preview sessions and hands-on sessions should give you the knowledge that you need.

In Banner 9, the items previously under “Options” can be found in the “Related” list or the “Tools” list located on the upper right corner of the screen.

Yes, you will be able to search for pages (formerly called forms) by their seven character name such as SPAIDEN, PPAIDEN, APAIDEN etc. An enhancement in Administrative Banner is the ability to find a page by its description. For instance, if the text “general student” is entered in the search bar, the SGASTDN page will be retrieved for you to select.

If you hover over the function (e.g. Go) Banner will display the shortcut keys to use for that function.

You can use the CTL+ to increase the size and CTL- to decrease the size.

No. Two pages cannot be open at same time. You could come close to same experience by opening a second Banner 9 session. The navigation between two pages is made simpler by the Application Navigator recently visited pages feature.

The following Banner Forms modified by UTSA are: GSASECR, SAAADMS, SAASUMI, SFAREGS, SHATAEQ, SOAHOLD, SPAIDEN, SZATXSI, TSAAREV, TSAMISC, TSASPAY


The following UTSA created forms: SZAADMS, SZADSIX, SZATCCD, SZATSCA, SZATSCN, SZFPERS, SZUTXSI, SZVCLAS, SZVTLCT, SZZTXSI, WOAHLAU, WTVNACD

A few filtering tips include: Filters in Banner 9 are case sensitive. Verify that you have selected the appropriate operator from the drop down for your expected results. Multiple fields can be selected to narrow your results.

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