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Session RE-2 MIS Reporting in Banner CALB - Key Points & Troubleshooting TJ Baugus – California Community Colleges Solution Center (3CSC), SunGard High Education
MIS Reporting and Banner Baseline • MIS Reports – The CCCCO required reports for submitting statistical data. • Banner baseline – Includes a group of COBOL process to create these reports. • Completely replaced by CALB MIS reports (all except EB and EJ) with new processes • No longer maintained
MIS Reporting in Banner CALB • REPT – Report Engine • 3CSC reporting tool used to create reports • Install prior to CALB • CALB – California CC Baseline • CALB MIS created via the Report Engine • CALB install adds MIS report definitions in REPT • User can modify the provide reports (Copy!)
Running CALB MIS Reports • CALB Handbook Chapter 5 • GVAREPT Report Engine Run Form to create the “extract” and “transform” XMLs. • “Two-steps” in CALB 7.4.2 and prior • Major redesign: “One-step” in CALB 7.5 beta • GVPREPT Report Engine Generate Report File C3SC job to create the file submitted to CCCCO. • “Last step” • Output files (.lis and .ext) are not XML.
GVAREPT – Up to CALB 7.4.2 • GVAREPT form. • Report name: CB • Resource Path for Transform – If it does not default, get it from your DBA or IT Staff. • Report parameters for Extract • District ID and “period” (Term or Year) • May include dates or other parameters • Submit Extract (locks session) • Submit Transform (if no error on extract; locks session)
GVPREPT – All CALB Versions • Job accessed from GVAREPT Options menu (opens with Parameter Set) or directly. • Parameters (defaulted by Parameter Set) • Report Name: CB • Extraction Number: Null uses last successful extracted-and-transformed number. • File Name: CB.ext; file in jobsub directory you’ll submit to CCCCO. (The .lis is “human friendly” and notes GVAREPT Extract parameters.) • Generate XML File: Extra report documentation.
GVAREPT – CALB 7.5 forward • Major redesign of GVAREPT in CALB 7.5 beta • One submit creates both extract and transform XMLs • Executed in background as Oracle jobs (User session not locked!) • Improvements in performance (transform) • Two tabs: submission and status • GVPREPT – Fixed O/S system specific error
XML files: Extract and Transform • How will the typical end-user/functional-user use the XMLs? They probably won’t. • Technical-users • Troubleshooting • If you can read XML… • Extract will show the raw Banner data selected. (CB report’s raw Subject and Course data) • Transform will show how the Extract data is formatted for MIS. (Subject and Course CB01 element)
GVPREPT Output Files • “Human friendly” .lis (GJIREVO) • CCCCO-submitted .ext (jobsub directory)
Extract Error: “no data found” • Most common: GTVDICD and STVCAMP • GTVDICD District Division Code Validation must list district/college IDs (GI01, even if only one). • STVCAMP Campus Code Validation must link the campuses (even if only one) to the district/college IDs. • Without this, all reports will hit the “no data found” (all except CB).
Extract Error: “no data found” • Other reasons: Missing key data setups (new fields to CALB or not) that satisfy report domain. • A report’s “domain” is the SQL statement defined on GVARSQL Report Engine SQL Form that represents the CCCCO report domain. (Technical-user can edit copied reports; do not edit provide reports!)
CB Course Report Domain (part 1) • For the report term, the course is... • active for the term by its SCABASE Course Base Maintenance.
CB Course Report Domain (part 2) • (and) active by its SCACRSE Basic Course Information Status (SCBCRSE_CSTA_CODE) and its status' STVCSTA Course Status Code Validation Active indicator (STVCSTA_ACTIVE_IND). (Defect 1-29DXYG CALB 7.4.1)
CB Course Report Domain (part 3) • (and) on SCASRES Catalog Schedule Restrictions the course either 1) is not setup at all or 2) [is not excluded / is included] for the reported district ID's campus(es). (Defect 1-3CLM15 patch after CALB 7.4.2) • For Exclude, all campuses for the district ID must be listed in order to exclude that course from the district ID's report. • For Include, at least one of the campuses for the district ID must be listed in order to include that course on the district ID's report.
CB Course Report Troubleshooting • To resolve problems with CB data: • Select one course. • Review the points above to see if this course appears to meet all of the requirements. • If you do not see a fix to the course or data, create an Service Request and attach print screens of the forms noted above. (Include GVAREPT/GVPREPT errors or output.)
Future FAQ • FAQ in the works that will define the domain for all of the CALB MIS reports. • States in English the domain and provides print screens of the related forms highlighting the fields used.
Other 3CSC FAQs • Optional scripts to load seed data (valid values; validation tables): FAQ 1-2IIA5D • Also listed in CALB Handbook Chapter 5 • Optional scripts list (some are mandatory but manually executed): FAQ 1-3L0SN3 • FAQs are on the UDC customer support site: http://connect.sungardhe.com
Other Setup Scripts • Review the Release Guide, the Install instructions, and the Handbook carefully. • GTVSDAX setup scripts (CALB Handbook Chapter 5 Setup Scripts) • Residency address • CalWORKS for SB27 (obsolete unless resubmitting an old report) • BOG Waiver detail code (possible future obsolete) • TBA Meeting code (future obsolete)
Setups on GVATRMP Form • GVATRMP Report Engine Map Values Form: Used to “map” Banner values to MIS values. • Example: SB09 for USA state and possessions conversions (‘CA’ = ‘50000’). • Should review this form for all elements of the reports and adjust the Banner Value list to your valid values. (Insert more if needed.) • CALB Handbook Chapter 5 notes for each report
CALB New Fields/Columns • Review the Release Guide and Handbook for new fields (or relabeled fields). • If it looks familiar for MIS, probably is for MIS. • Example: SCACRSE Basic Course Information form new field Credit Status • Separated from Approval field for CB04 Course-Credit-Status (impacts other elements, too) • Script to populate: mis_scbcrse_update.sql
MIS Reporting in Banner CALB QUESTIONS?