Best Practices in Implementing
Banner XE
NMTIE
Presented by: Alan Hansen
November 14, 2013
Session Description
§ This presentation will prepare NM Banner institutions to implement their own Banner XE upgrades. § This presentation will be an overview of the best practices in implementing Banner XE.
§ This presentation will address both functional and technical issue.
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November 14, 2013
Agenda
§ Quick Overview of Banner XE
§ Planning for the Banner XE Applications
§ Plan Technology Upgrades
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Database Extension
Identity Management
Hardware and Deployment
Extensibility
§ Plan Skill Set Development
§ How we can help
§ For More Information . . .
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November 14, 2013
Quick Overview of Banner XE
From Horizon to Banner XE
2009
2010
2011
2012
Selected Java stack Shared vision and built initial platform/ integration
Shared roadmaps Delivered
Course Catalog
Class Schedule
XE Roadmaps
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Faculty Grade
Event Mgmt
Attendance
Alpha I
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Key Benefits of Banner XE
Part of a Broader
Strategy
Functionally Rich
Improved Usability
Standards-based
Architecture
Optimized Delivery
Extensibility Architecture and Tools
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November 14, 2013
Part of a Broader
Strategy
Banner XE Adheres to Ellucian XE Principals
§ Evolutionary path from Banner 8 to new common architecture § Standards-based, Open, Modern and Flexible
§ Default patterns and design models: Model View Controller,
Data Context and Interaction, REST
§ Client-side technologies: HTML5, CSS3, JavaScript
§ Server-side technologies: Groovy, Java, Grails
§ HE Domain specific: IMS LIS, PESC, SPEEDE
§ Trend away from proprietary stacks, vendor lock-in
§ Scalable and Reusable
§ Lightweight modules and components
§ REST based web services
§ Common platform for all applications
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Transitioning to Banner XE
Central Authentication Service (CAS)
BEIS SSO Manager
Banner 8 INB
Banner 8 SSB
Banner XE
Student
Registration
Attendance
Tracking
Faculty GE
Schedule
Catalog
Financial
Aid
Employee
Faculty
Student
Financial
Aid
Finance
HR
Student
Banner
General
Banner Database
DBEU
Improved Usability
New Administrative Interface Standards
Search
Pages that were closed
Former ‘Options’ Menu
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November 14, 2013
Implementation Considerations
Institutional
Objectives
Applications
Institutional
Objectives
Technologies
Skills
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November 14, 2013
Applications
Planning for the Banner XE
Applications
Institutional
Objectives
Technologies
Skills
Banner XE is Available Today!
Catalog & Schedule – September 2011
- Improved global user experience
Faculty Grade Entry – January 2012
- Improved grading tools help better serve students
Attendance Tracking – September 2012
- Record attendance on a learning event
- Complements Faculty Grade Entry
Event Management - February 2012
- More efficient registration and attendance
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Course
Catalog
9/2011
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Class Schedule
9/2011
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Faculty Grade
Entry
1/2012
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Event
Management
2/2012
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Attendance
Tracking
9/2012
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Improved Usability
Banner XE Registration Starting Beta Now
Applications
Plan Technology Upgrades:
Institutional
Objectives
Technologies
Best Practice: Apply Database
Extension Utility Now
Skills
What is the Database Extension Utility (DBEU)?
§ Tool for applying large scale database changes to
Banner
§ First Use: Apply and enable new columns needed for Banner XE and Multi-Entity Processing Support
§ Functionality will be expanded as new changes are required Two Phased Approach
§ See Database Extension Utility User Guide for the
Banner software dependencies
§ Phase 1 – Add the columns
§ Add columns to all tables as NULLABLE
§ Known schema to develop against
§ Minimal impact
§ Phase 2 - Enable the Columns
§ Done incrementally as part of installations
§ Banner 8 and XE releases
§ Application of Multi-Entity Processing
Applications
Plan Technology Upgrades:
Institutional
Objectives
Technologies
Best Practice: Plan Identity
Management Strategy Now
Types of Authentication
§ Local Native Authentication
§ We continue to support the current authentication methods
§ Support any developed client integration using these methods § LDAP Authentication
§ Applications can authenticate against a configured directory server § Allows a common login identifier and credential to be shared by all applications.
§ Claims-based Authentication
§ Applications support a pre-authenticated token used to establish user identity.
§ Supports identity management controlled environments and provides support for WebISO SSO protocols
Standards-based
Architecture
CAS Ticket-based SSO
INB
SSB
Banner XE
Enterprise
Directory
CAS
SSO
Manager
TEM
Luminis
Standards-based
Architecture
Central Authentication Services (CAS) Support
§ SSO Manager requires the UDCIdentifier to identify the user
§ Earlier versions of CAS required extension to provide this attribute
§ bannerValidate (moving to samlValidate)
§ validates a CAS token
§ returns the UDCIdentifier
§ Supported CAS versions
§ 3.2.1.1, 3.3.1, and 3.4.2.1 are supported.
SSO Manager
§ SSO Web Proxy for INB & SSB
§ Supports claims-based authentication
§ CAS mode
§ 3rd party mode (Shib, OAM, etc.)
§ Supports proprietary (bannerValidate) and standard
(samlValidate) CAS validation services
§ Supports deep-linking to INB and SSB
§ Consolidates BEIS SSO functionality
§ “SSO Service” Provider
§ Web services that help applications implement claims-based
SSO
§ Luminis 4
§ BDM
Applications
Plan Technology Upgrades:
Institutional
Objectives
Technologies
Best Practice: Budget for
Hardware and Plan Your
Deployment Now
Skills
Summary of Performance Activities
Summary
§ Multiple dedicated performance environments
§ Tune applications on
Tomcat, deploy to BIG Test* with WebLogic
§ Automated test scripts for specific functional use cases
§ Basic methodology
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Execute test
Identify hot spots
Tune the code
Redeploy
Retest
XE Focused testing
§ Event Self Service
§ Event Management Admin
§ Registration Self Service
§ Registration Admin
§ Course Catalog
§ Class Schedule
§ Faculty Grade Entry
BIG TEST Performance Objectives
§ All transactions = Number of managed
Servers per Box + 1
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November 14, 2013
Current Minimum Requirements (pre-Sizing Guide)
§ Oracle Database Versions
§ 11.1.0.7, or
§ 11.2.0.2
§ Application Servers
§ Oracle Fusion Middleware 11gR1 using WebLogic
10.3.4, 10.3.5, and 10.3.6
§ Apache Tomcat 6
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November 14, 2013
Application Server OS Requirements
§ Operating Systems per Application Server
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Red Hat Linux 5.3 or 5.6 on WebLogic (64 bit)
Red Hat Linux 5.3 or 5.6 on Tomcat (64 bit)
Windows Server 2008 on WebLogic (64 bit)
Windows Server 2008 on Tomcat (64 bit)
Solaris 10 on WebLogic (64 bit)
Solaris 10 on Tomcat (64 bit)
AIX 6.1 (JDK 1.6.0 SR10 or higher) on WebLogic (64 bit)
AIX 6.1 (JDK 1.6.0 SR10 or higher) on Tomcat (64 bit)
HP-UX 11iV3 (11.31) on WebLogic (64 bit)
HP-UX on Tomcat (64 bit) (Version not specified.)
Note: Higher versions are supported once Oracle supports them
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November 14, 2013
Additional Software Requirements
§ Database Extension Utility must be applied
§ Java 6 JDK must be installed on the application server platform with the components for Java 1.6.X
(64 bit).
§ Current Banner XE Browser Support
IE8, IE9, Firefox 10x (current extend support release),
Firefox most current, Safari 5 (OSX), Chrome most current § Tablet Support (only for Self Service apps)
§ iPad iOS - 5.x, 6.x, and 7.x planned
§ Android - 3.x, 4.x
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November 14, 2013
Applications
Plan Technology Upgrades:
Institutional
Objectives
Technologies
Best Practice: Plan Out How
You are Going to Handle
Extensibility Now
Skills
Extensibility Architecture and Tools
Banner XE 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 ng n kinni l Extensio
S
§ Make tools simple to
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Mode ation ic
Appl
Aspect-oriented programming
External
ls business d too rules an ories sit
SSO
Res re p o ourc Code
Menu integration e bu ndle edit use or
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Extensibility Architecture and Tools
Four Categories of Extensibility
§ Customize to Match Your Institutional Look-and-Feel
§ Change colors, graphics, fonts
§ Change field labels, error message text
§ Extend Applications to Match Your Business Process
§ Capture additional data – SDE, table extensions, UI
§ Hide UI components that are not relevant
§ Add additional edits and simple business logic
§ Modify Applications to Match Your Business Process
§ In-line modifications to change application behavior when needed § Develop & Integrate Custom Applications
Extensibility Architecture and Tools
Four Categories of Extensibility Tool Projects
§ Configure to Match Your Institutional Look-and-Feel
§ CSS Editing Tool
§ Property File Editing Tool
§ Banner XE enhancements
§ Contact your Customer Relationship Manager or Gideon Sanstra Gideon.Sanstra@ellucian.com
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November 14, 2013
For More Information . . .
§ Access Resources on the Commons
§ Banner XE Development
Practices
§ Banner XE FAQs
§ Innovation webinars
Applications
Institutional
Objectives
Technologies
Skills
§ Download documentation from the
Support Center
§ Attend an Ellucian education class
§ Look for sessions at
Ellucian Live 2014
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November 14, 2013
Summary
§ Banner XE applications are available and are being implemented by a number of institutions
§ Preparations for Banner XE can start now based on your institution’s needs and aptitude
§ Information is available at ellucian.com, the
Commons, and from your peer institutions to help you plan your implementation
§ Ellucian has Professional Services available to help you implement
