Banner Resources

What is Banner

Ellucian Banner® is the leading enterprise resource planning (ERP) system for higher education. Banner is made up of a variety of systems and modules that support the business operations of Andrews University. At a high level, Banner supports the areas of

• Accounts Receivable
• Advancement
• Finance
• Financial Aid
• General
• Human Resources & Position Control
• Student (Academic & Admissions)

Self-service applications allow end-users (students, employees, faculty, advisors, and others) to interact directly with their records without needing to have Administrative Banner access.

Banner also includes additional applications that support communication and document management.

Banner Instances

There are four instances of Banner (both software and database) maintained at Andrews University. You can see these as four separate columns on the Enterprise Applications page. The production database in cloned (copied) to the other three instances on varying schedules (see below). Each of the instances have their own unique use.

When testing/exploring local reports and processes not run in a while (or ever), per Local Process Documentation, please do NOT use Production.

Banner Help & Training Resources

Access

For information on gaining access to Banner and other related components, click here.

For the Data Access Policy, click here.

Support

All Administrative Systems staff support Banner and its related components. To report an issue or make a request, please submit a HelpDesk ticket here. Select the area that is most appropriate.

There are three staff members that are dedicated to helping users of Administrative Banner. The Banner+ Support Specialists respond to issue and request tickets, assistent adminsitrative departments in making the best use of Banner, design local reports and processes to supplement those offered by Banner, and assistent in third-party integrations. Each of the Banner+ Support Specialists cover particular Banner systems and modules.

Distributed users needing assistance should first contact the applicable administrative office. If the administrative office needs support in resolving the issue, they can inititate the ticket and share it with the distributed user. For instance, budget managers seeking assistance with Vault Finance Reports or Finance Self-Service should first contact Financial Records; Advisors should first contact Academic Records.

Training

• Administrative Banner Tips, Tricks, and Tools (once open, launch presentation for full audio; view notes for transcription)
• Banner 8->9: Banner 9 Adoption training slides, useful for interpreting old documentation (save powerpoint file before opening for best results)
• Banner FAQ: questions relating to Banner Admin, Self-Service, Vault, and Redwood
• Banner Keyboard Shortcuts
• Banner Naming Conventions
• Banner Page User Preferences
• Employee Address Labels
• Ellucian Trianing YouTube Channel
• SWRXxxx Reports (how to run)

Resources

AU Developed

• Banner Data Entry Standards
• Local Process Documentation

Ellucian Provided

• Ellucian Customer Center
• Ellucian Documentation You must log in to see some of the documentation, page help from Banner Admin is available without logging in. To look at Banner specific documents, click here.
  • AU copies of the documentation on network drive
    • Banner 9x Training materials: go to Z:\Banner Documentation\Train9x  or \\apps1\apps\Banner\Train9x
    • Banner 9x Documentation go to drive Z:\Banner Documentation\bdoc9x or \\apps1\apps\Banner\bdoc9x
• Ellucian Product Releases: Last 12 months | Upcoming
• Ellucian Product Roadmap
• Ellucian Training Services

User Groups

There are a variety of opprotunities to interact with Banner users at other institutions. User groups can be a valuable resource in problem solving, training, and benchmarking.

• Ellucian Community is a cooperative community made of Ellucian employees and users. You can select the Forum(s) corresponding with your interests and set your email notifications. Be aware that Ellucian owns both Banner and Colleague. You can limit your forums and searches appropraitely.
• Ellucian Live  is the official yearly conference, filled with sessions led by Ellucian and user institutions.
• Banner Users' Group of Michigan (BUG-MI) is made of Michigan institutions. Users work together to host an annual conference at a host institution.
• coHEsion is a consortium for higher education, primarily focused on Ellucian customers; membership comes with attendance at the annual conference.