Transcription
BANNER 9 ‐ NAVIGATION GUIDEEIU Adaptation of Ellucian GuideUser Name* Please note that, while Banner 9 supports all current browsers, EIU’s Information TechnologyServices (ITS) recommends using Google Chrome for best performance. In order to enable pop‐up windows in Chrome for Banner 9, type chrome:settings/content/popups in the address bar.Add banner.eiu.edu to Allow list.See screenshot on next page BANNER 9 ‐ Navigation Guide (002).docx1 Page
Application NavigatorApplication Navigator provides a single interface to seamlessly navigate between Banner 9 JAVA pagesand Banner 8 Oracle forms.Sign in to the Application Navigator using your NET ID and PASSWORD. The following features will beavailable after log‐in: – The Menu icon is located in the upper‐left corner of the application.Clicking this icon opens the Banner Menu. Two options will then become available: Banner willdisplay all of the available modules and My Banner will display your personal list of pages. Selectthe page you are interested in opening and click Enter. Search Icon (CTRL Shift Y)– The Search icon is also located in the upper left corner,just to the right of the Menu Icon. Clicking on this icon opens the Search window. You canthen navigate to a desired page by entering the descriptive name or seven‐letter Banneracronym of the page and pressing Enter. Recently Opened Icon (CTRL Y) Home PageMenu Icon (CTRL M)– The Recently Opened icon is right‐side adjacent to theSearch Icon. It appears, along with a number representing the total count of pages opened, afteryou have launched the first page in a session.– Displays the name of the university and links back tothe Application Navigator landing page. Banner User Name– Displays the Banner Username of the person logged intothe account. – Like the Search Icon, youcan enter either the descriptive name or the Banner acronym for a page in this box. Help IconSearch box in the center of the page (CTRL Home)– Displays help information for page currently being viewed.BANNER 9 ‐ Navigation Guide (002).docx2 Page
Keyboard Shortcuts– The Application Navigator page includes the followingset of shortcuts in the bottom right corner of the page:CTRL M (Displays the Menu)CTRL Y (Displays the open items)CTRL SHIFT Y (Search)CTRL SHIFT L (Help)CTRL SHIFT F (Sign Out)* It is important to remember to use the Sign Out link [] in the upper right corner whenclosing the application instead of closing your browser to ensure that you are logged out of thesession. Once logged out, you should receive the following message:BANNER 9 ‐ Navigation Guide (002).docx3 Page
Basic NavigationThe basic navigation of each page includes the page header, key block, sections, and user activity:User Name12341) Page HeaderThe page header is part of the basic navigation and contains the following items:1. Page close icon ;2. Page title, which is formatted according to the preferences established on the User Preference(GUAUPRF) page;3. Add and Retrieve icons, which are used with Banner Document Management;* While Banner Document Management is installed at EIU, you may not have user access.4. Related Menu, which displays a list of pages you may want to reach from this page – such asoutput from a process you executed (Options Menu in Banner 8);5. Tools Menu, which includes refresh, export, print, clear record, clear data, item properties,display ID image, and other options controlled by the page.Options MenuPart of the Tools Menu, Options may list either different tabs that are available for a particular pageor different sections within a page.Page LayoutBANNER 9 ‐ Navigation Guide (002).docx4 Page
This selection is available from the Tools Menu (Alt Shift T). There are two different layout optionsto choose from:Compact (default) – reduces excessive white space and increases amount of information visibleon a page, limiting the need to scroll vertically;Expanded – displays pages with increased white space and reduced information visible per page;may require scrolling to view all information.Notification CenterThe Notification Center is located to the right of the Tools Menu and displays the following typesof information as needed:oSuccessful save of data (Green with encircled checkmark)oWarning messages (Yellow with yield sign and exclamation mark)oError messages (Red with encircled exclamation mark)oInformational messages (Blue with encircled letter “i”)Highlighted box indicates number of messages to be corrected to continue in the page:Click in the numbered box to open or close the Notification Center.2) Key BlockBANNER 9 ‐ Navigation Guide (002).docx5 Page
The first block on most pages contains key information. The key block determines what data is entered ordisplayed on the rest of the page. All the information on the page is related to the key block. The key blockstays on the page as subsequent sections are displayed.When the cursor is in the key block, the information is displayed in a column format. When you leavethe key block, the fields in the key block are disabled. When you leave the key block by clicking the Gobutton, the data is rearranged into a linear format.To access the body of the page, populate the key block data and then click Go [].You can return to the key block if you are in the body of a page by clicking Start Over [].3) SectionsPages are divided into sections that contain additional details for the key information. A section canrepresent one record or multiple records depending on the type of information you are using. Each sectioncontains related information.Sections of data are accessed by scrolling up and down the page. They can be opened or collapsed byclicking on the arrow on the far left side of the section header. Some sections are accessed by using tabsthat group information in a meaningful way.Header IconsIf available, the sections can have a header that includes icons for the following actions: Insert. Use this to insert records in the sectionDelete. Use this to delete records in the sectionCopy. Use this to copy records in the sectionFilter. Use this to filter records in the sectionIn addition to these, a More Information button may be available on select pages. Thisreplaces the Banner 8 equivalent light bulb icon.Required FieldsAn asterisk (*) displayed next to a field name indicates that the field requires a value before you cancontinue the page. The system uses the definition of the field as it is used in the application to determineBANNER 9 ‐ Navigation Guide (002).docx6 Page
if it is required. For fields that use conditional logic, the asterisk (*) is not displayed. If you leave a sectionor page without entering information in a required field, the page notifies the individual in the NotificationCenter, requiring the user to perform some additional action.Sort OrderIn a grid layout, values for a field can be sorted by column. When a column is selected, the title ofthe column will appear in italics. An up or down arrow next to the column field name indicates thecurrent sort order for the field (e.g. ascending/descending). Clicking the field label reverses the sortorder for the column.DatesYou can either enter the date directly or use the calendar icon for selection. The date format ismmddyyyy. To enter the current date, type any letter and [Tab] (see Shortcut for Entering CurrentCalendar Date below)Shortcut for Entering Current Calendar DateWhen entering the current date in a date field, typing any alpha character in the box and pressing theEnter/Return key will bypass the calendar lookup and automatically load the current day’s date.Option ListPressing this button next to a field will display the Option List. This list provides search features for quicklookup of a field value.BANNER 9 ‐ Navigation Guide (002).docx7 Page
The option list gives the choice of executing a Person Search, a Non‐Person Search, or an Alternate IDSearch. The primary function we’ll be using is Person Search. This function allows searches to be madeby ID, Last Name, First Name, Preferred Name, Middle Name, Change Indicator, and Type. Wildcard LookupWhen utilizing the search function, you may perform either exact match lookups or partial matchlookups when some of the information is unknown. To perform a partial match lookup, you willuse a “%” to replace the unknown information. For example, when searching for a student withan incomplete ID number, you may enter the known information as E1250%%45.Filtering DataFiltering data in a section is possible if there is an active Filter icon in the upper right corner of thesection header. Use the following steps to filter data in a section. Filtering Procedure1. Click the active Filter (F7) icon for the section.2. Choose the field you want to filter from the Add Another Field drop‐down list.* When searching for data, you must enter at least one field to generate results.3. Choose an operator from the drop‐down list. Operators include Contains, Like, Starts With,Ends With, Equals, Not Equal, Not Equal or IS NULL, IS NULL, IS NOT NULL. The availableoperators depend on the type of field (numeric, alphanumeric, date, check box, or other).The Contains operator is available for alphanumeric and other fields only. The Betweenoperator includes the values entered. For codes “between” 1 and 5, the values 1, 2, 3, 4, and5 are considered. Required fields do not use the Is Null and Is Not Null operators.4. Enter a value for the field that you have selected.5. Optional: If you want to include additional fields in the filter criteria, choose field from theAdd Another Field menu, select an operator, and enter a value for the field you selected.Repeat this step until all filter criteria are entered.BANNER 9 ‐ Navigation Guide (002).docx8 Page
6. When all filter criteria are entered, click Go (F8) to execute the query and display the filterresults. The number of records retrieved is displayed at the bottom of the section. Theresults for a field can be sorted in ascending and descending order by clicking on the fieldlabel in the column header. You can reverse the sort order by clicking the field label.7. Optional: If you want to perform another filter, click Filter Again.8. Optional: If you want to close the filter and display all unfiltered records, click the lowercasex in the upper right corner of the filter window to close the filter. Pagination ControlsData in Banner can be viewed one record at a time or in a grid, depending on the page properties. Whenviewing one record at a time, you can page through the records using the pagination controls (first, last,next, previous, or specific page number). Multiple Records in a SectionIf multiple records exist in a section, you can select the drop down arrow in the Per Page dialog box toview more than one record at a time.ButtonsBanner transformation includes several buttons.ButtonFunctionGo (F8)Use the Go button to advance to the body of thepage after populating the key block.BANNER 9 ‐ Navigation Guide (002).docx9 Page
Save (F10)Use the Save button to save changes on the page.The Save button is located on the bottom rightcorner of the page.Use the Next Section button to navigate to thenext block of data. Use the Previous Sectionbutton to navigate to the previous unit of data.The Next Section and Previous Section buttons arelocated at the bottom left of each page.Use the Select button to select and retrieve datafrom a called page to the current page. Use theCancel button to return to the called page withoutretrieving any data. When you need to go to asecondary or called page to retrieve data, theSelect and Cancel are presented at the bottom ofthe page.Use the Start Over button to return to the keyblock of the page.Section NavigationNext Section (Alt Page Down)Previous Section (Alt Page Up)Select (Alt S) and Cancel (Ctrl Q)Start Over (F5)4) Section Navigation and User Activity12345At the bottom of each section are button icons and an information display about the designated page.These may be used for navigation to additional information and may include dialog about actions thatare required for that page.1.2.3.4.5.Previous Section button: Navigates backwards in the sections (Alt PageUp).Next Section button: Navigates to the next section of the page (Alt PageDown).Activity Date: Shows date and time associated with last recorded save.Activity User: Shows name of account user creating or modifying the record.Save button: Used for saving your data.BANNER 9 ‐ Navigation Guide (002).docx10 P a g e
Banner PrintingIn order to print a banner screen, first navigate to the Tools Menu andselect the Print (Ctrl P) action. This will open a print dialog box whereyou can select the desired printer. On this menu, you can alternativelychoose to access your own computer system’s printer dialog box.Exporting Data from BannerBanner makes it very easy to export data. Once you have accessed a desired page, go to the sectionfrom which you wish to export. Next, select the Tools Menu to view Export button. Lastly, save theexport‐ready document.Following is an example of how to export class roster data from SFRSLST:In the Key Block, click Go (F8).SFRSLSTUser Name1). In the PRINTER CONTROL section, select DATABASE in the Printer dialog box.2). In the PARAMETER VALUES section, enter the desired term and CRN #.3). Click the Next Section (Alt Page Down) button (arrow down) in the Section Navigation area.4). Click the Save (F10) button in the bottom right corner of the Section Navigation.BANNER 9 ‐ Navigation Guide (002).docx11 P a g e
SFRSLST results (1 of 5)User Name1234Click on the Related (Alt Shift R) button in the Page Header bar and select Review Output [GJIREVO].SFRSLST results (2 of 5)User NameClick on the desired file in the Available Files dialog box.BANNER 9 ‐ Navigation Guide (002).docx12 P a g e
SFRSLST results (3 of 5)User NameSelect the Tools button from the Page Header bar.SFRSLST results (4 of 5)User NameWith the Tools button highlighted, select the Export (Shift F1) action.BANNER 9 ‐ Navigation Guide (002).docx13 P a g e
SFRSLST results (5 of 5)User NameGoogle ChromeWhen exporting from Google Chrome, you will receive the following download dialog box.Chrome will automatically download your file after which the file name will appear at the bottom left ofthe screen. From this box, you can choose to open either the file or the containing folder.BANNER 9 ‐ Navigation Guide (002).docx14 P a g e
My Banner Personal Menu (GUAPMNU)Use this page to create a personal menu tied to your Banner user ID. A personal menu contains thepages, jobs and menus that are most important in your daily work. Once the personal menu is created,you may access it from the main menu. This page will contain three parts:The Left Pane – Lists the available pages, jobs or menus that may be added to a personal menu. Whenyou select an object type from the pull‐down list above this pane, a list of associated objects appears inthe left pane.The Middle of the Page – Contains buttons used to insert your selections, remove selections, insert allitems listed from the left pane, and remove all items from the right pane.The Right Pane – Lists the contents of the personal menu. The field above the right pane shows theBanner user ID associated with the person logged on to the system.To add objects to a personal menu, select names in the left pane by double‐clicking them, and then usethe Insert or Insert All button. To remove objects from a personal menu, select names in the right paneby double‐clicking them, and then use the Delete or Delete All button.Shortcut to creating your My Banner list:Beginning with the Object Selection panel (the right panel), select the first open record. This is displayedas a box with a cursor available. Enter the seven character page and arrow down to create the nextrecord. You may enter as many pages as you wish. Remember to select Save before exiting the page.You will have to sign out and sign back in to see changes in your My Banner.BANNER 9 ‐ Navigation Guide (002).docx15 P a g e
Keyboard Shortcuts:Function/ButtonHomeGoSaveHelpTools MenuLookupFilterGo (on Filter)SelectEditDuplicate ItemCount QueryInsert RecordNext RecordPrevious RecordClear RecordDuplicate Selected RecordDelete RecordNext Block/SectionPrevious Block/SectionNext FieldPrevious FieldClear FieldClear DataFirst PageLast PageTab SelectionCancel (window)Start OverExportPrintExitBANNER 9 ‐ Navigation Guide (002).docxKeyboardShift Home (returns to Main page)EnterF10Ctrl Shift L (pop‐up window)Alt Shift TF9F7F8Alt SCtrl EF3Shift F2F6Down ArrowUp ArrowShift F4F4Shift F6Page DownPage UpTabShift TabBackspaceShift F5Ctrl HomeCtrl EndCtrl Shift 1 (2, 3, 4 )Esc (When a window is open and aCancel button is displayed, theEscape key can be used to closethe window.)F5Shift F1Ctrl PCtrl Q16 P a g e
Below are screenshots of some commonly used banner pages:GUISRCHUser NameGUISRCH resultsUser ‐‐‐‐‐‐SFAREGSUser NameBANNER 9 ‐ Navigation Guide (002).docx17 P a g e
SFAREGS resultsUser ‐‐‐‐‐‐SFARHSTUser NameSFARHST resultsUser ‐‐‐‐‐‐BANNER 9 ‐ Navigation Guide (002).docx18 P a g e
SFRSCHDUser ‐‐‐‐‐‐SSASECTUser NameSSASECT resultsUser ‐‐‐‐‐‐SGAADVRUser NameBANNER 9 ‐ Navigation Guide (002).docx19 P a g e
SGAADVR resultsUser ‐‐‐‐‐‐SIAASGNUser NameSIAASGN resultsUser ‐‐‐‐‐‐BANNER 9 ‐ Navigation Guide (002).docx20 P a g e
SOATESTUser NameSOATEST resultsUser ‐‐‐‐‐‐SFAREGQUser NameBANNER 9 ‐ Navigation Guide (002).docx21 P a g e
SFAREGQ resultsUser ‐‐‐‐‐‐SGASADDUser NameSGASADD resultsUser ‐‐‐‐‐‐SGASTDNUser NameBANNER 9 ‐ Navigation Guide (002).docx22 P a g e
SGASTDN resultsUser ‐‐‐‐‐‐SPAIDENUser NameSPAIDEN resultsUser NameBANNER 9 ‐ Navigation Guide (002).docx23 P a g e
3. Add and Retrieve icons, which are used with Banner Document Management; * While Banner Document Management is installed at EIU, you may not have user access. 4. Related Menu, which displays a list of pages you may want to reach from this page – such as output from a process you
