easy as 1-2-3: the steps to xe · how do we handle the move to xe? many of your modifications may...

Easy as 1-2-3: The Steps to XE

Mark Hoye Services Portfolio Consultant

September 25, 2015

© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

Objective / Agenda

Objective •  Provide relevant information about Banner XE •  Provide a framework for understanding the implementation of Banner XE

Agenda •  Accelerating Banner •  4 Steps to Adoption •  Open Q&A

2!

Accelerating Banner


Roadmap Framing and Confidentiality

This information provides a general strategic view of Ellucian’s anticipated future offerings. The information in this document is confidential and proprietary to Ellucian and neither the document nor its contents can be disclosed to anyone without a written obligation of confidentiality in place with Ellucian. The information in this document is not a commitment, promise or other obligation to deliver any material, code or functionality. The document and its contents are subject to change, without prior notice, at the sole discretion of Ellucian.


2016 Q3 Q4 Q1 2015 Q2 Q3 Q4 Q1

2016 Q2 Q3

Employee Profile

Human Resources Admin

Finance - Requisition

Finance Admin

Registration self-service

Student Admin (A/R, Financial Aid, core Student)

Student self-service (modular delivery)

Target Roadmap Delivery

1H2015

2H2015

1H2016


Modernizing Banner – Administrative Imperatives

Administrative Imperatives

•  Technology—Eliminate Oracle Forms

•  Usability— provide a high productivity mode


Modernizing Banner – Self-service Imperatives

Self-service Imperatives

•  Usability— casual users

•  Rich functionality, evolving with Higher Education


Banner Extensibility Strategy

•  Eliminate (or at least greatly reduce and simplify) rework associated with upgrades

•  Eliminate the need to modify source code, but if necessary, make it easy for continuous integration

•  Provide a toolbox •  Make tools simple to use


Modernizing Banner – Integration Imperatives

Integration Imperatives

•  API-based integrations

•  Enterprise Strength Capability


Applications in Development Banner

Academic history, electronic gradebook Communication Management Position Description Purchase Requisition

Banner HR, Position Control, General Forms Transformation Banner Finance Forms Transformation Ellucian Pilot

Available Application Banner

Catalog Schedule Grade Entry Attendance Tracking Event Management Advising and Student profile Registration Employee Profile

Ellucian Elevate eTranscript APIs

Ellucian Mobile Ellucian Portal

Institutional Performance Management

Applications Leveraging XE Strategy


Ellucian XE

Outstanding User Experience

Extending Campus Environments

Future Ready Technology

Strength at the Core WHAT IT MEANS

FOR YOU

Steps to Adoption 1.  Plan the Deployment 2.  Get Current on releases 3.  Implement Identity Management 4.  Deploy and Adopt


Path to Adopting XE Application

Understand Plan

Adopt Deploy


Understand: Your Institution’s Goals and Challenges

What strategic plan goals are influenced or achieved by adopting XE? •  Graduate students “on time” •  Improve student experience [broad] •  Reduction of institution debt by improved attendance tracking [narrow]

Your accreditation report may have identified weaknesses that can be alleviated or addressed by adopting XE such as:

•  Financial compliance

From your audit reports, what items might be addressed? •  Accessibility for faculty and students

What concerns that have been voiced by administrative staff and faculty might be addressed?

•  User interface •  Support for functional areas


Understand: Key Resources to Understanding XE

http://www.ellucian.com/Events/Extra/Banner--by-Ellucian-raises-the-bar-for-higher-education/


Understand: Additional Resources

XE Guide: http://www.ellucian.com/xeguide

On-Demand Webinars: http://www.ellucian.com/Events/?type=ondemand

Identity Service Webinar: http://w.on24.com/r.htm?e=944036&s=1&k=BF9C12414A85D31189AE2052F3DF7934

Banner XE Sizing and Configuration Guide: https://ellucian.force.com/clients/069G00000013ia2

Banner Technical Community: https://ecommunities.ellucian.com/community/banner-technical

Ellucian Communities: https://ecommunities.ellucian.com


Plan: for Adoption

Plan

• Determine Applications to adopt •  Align applications with institutional goals based on challenges to address •  Plan for Ellucian Solutions Manager adoption

Releases

•  Plan for the minimum release levels: •  Based on selected applications determine releases

Architecture

•  Properly size environment for Banner ecosystem • Review the Banner XE hardware sizing guide in the Ellucian Hub:

https://ellucian.force.com/clients/069G00000013ia2 • WebLogic or Tomcat?

Modifications

•  Assess modifications •  Ellucian will provide an Level of Effort assessment tool for Oracle Forms modifications in Ellucian Hub


Get Current on releases

•  Upgrade to Ellucian Solution Manager (ESM) required releases https://ellucian.force.com/clients/sfc/#version?selectedDocumentId=069G0000001fFSU

•  Implement Ellucian Solution Manager

•  Upgrade to Banner XE required releases using ESM

Steps to Adoption 1.  Plan the Deployment 2.  Get Current on releases 3.  Implement Single Sign On 4.  Deploy and Adopt


Plan for SSO

•  Bring your own: •  Use existing SSO infrastructure

–  Shibboleth –  CAS –  3rd party

•  Use Ellucian baseline supported architecture •  Ellucian Identity Services

•  Common Pieces for SSO with Banner 8 •  Banner Enterprise Identity Services SSO Manager •  Central Authentication Services (CAS)

•  Common Pieces for SSO with Banner XE •  Currently Central Authentication Services (CAS) •  Near future SAML2 support built in as well


Ellucian Identity Service

3rd Party Cloud (Bb, Moodle)


Client Applications (Custom, 3rd Party)

Ellucian Applications (Colleague, CRM, Portal)

Microsoft Cloud (Office 365, Azure)

Directory Server

Ellucian Applications (Luminis, Mobile)

Ellucian Applications (Banner, DegreeWorks)


Identity Management

•  Ellucian Identity Service •  Open-source technology product selected – WSO2 Identity Server •  Includes support for SAML2, WS-Federation, and many others •  Jointly developed with vendor to provide CAS support •  Can replace CAS Server, Shibboleth, and ADFS

•  Improved Support for Standards •  Plan to support SAML2 as new SSO standard starting in 2015 •  Ellucian Platform provides standard libraries for consistent adoption •  Products will include SAML2 during 2015 release cycles



Major Features

•  SSO across multiple different protocols SAML2, CAS, OpenID Connect, Oauth2

•  Federation support for multiple domains SSO across Cloud applications and external partners

•  One centralized Identity Service across all Ellucian applications (and any other campus applications as well)

•  Multi-factor support available for additional security Partner solutions available to enable SMS or Mobile push tokens

•  Supports multiple user stores LDAP, Microsoft AD, Apache Cassandra, or any JDBC connection

•  Easy to use, self-service tools Administration interface for IT admins Password reset with security questions - eliminate IT calls !

Available

Now!


EIS Facilitates SSO


directory

Banner

SSO Manager

Banner 9 Apps

Google Apps …

Authenticate to EIS

Other Ellucian Apps (Luminis, Ellucian GO, CRM)


Deploy

•  Deploy Banner XE releases into Non-production •  Deploy •  Test •  Plan for Production deployment

•  Adopt In production

Summary


XE Guide is Here!

1 2 3 4

Plan XE Deployment

Get current with Banner

Enable Single Sign-On

Communicate, Test, and

Train

29


Places to Find More Information

XE Guide – Adoption help with XE •  www.ellucian.com/xeguide

eCommunities •  Banner community

•  White papers, webinars, documents, etc.

Download documentation from the Support Center

Attend an Ellucian education class

Contact your Client Partner

Questions?


Questions/Concerns? Question Answer

Do I need to re-train the technical staff? No, implementing XE does not require retraining Is it costly to implement XE: large amount of services, requiring a great deal of time?

No, in fact standing up an XE environment takes surprisingly little time and once it is in place deploying XE applications can occur one at a time, further simplifying adoption.

We have more important things that we are focusing on and investing in

XE capabilities may actually support your ability to meet your goals faster than expected. It is worthy of your consideration.

We have limited DBA resources, doesn’t XE require a great deal of DBA time?

XE does not require a great deal of DBA time, standing up the environment to support a single application can take as little as 2 days.

I think our users will be uncomfortable with the mixture of old and new in self-service and navigation between 8.x and 9 isn’t seamless, what can we do?

Application Navigator addresses this problem and makes the navigation seamless between the two applications.

We have a modified Banner environment, how do we handle the move to XE?

Many of your modifications may be decommissioned for delivered Banner capabilities and others can be implemented using the extensible framework with XE.

Will testing XE require significant resources? Because you do not need to move to all applications at once, you are able to deploy and adopt small chunks at a time and only test new functionality when you do this.

easy as 1-2-3: the steps to xe · how do we handle the move to xe? many of your modifications may...

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