Banner 6 User Training

1. Banner 6User Training

2. Welcome to Banner 6 • This presentation will discuss the following topics in order. • Logon Process, including JInitiator • Navigation • Changing Password • Purchase Order Search • Support Services

3. Logon Process • Access Banner at http://portico.angelo.edu

4. Logon Process • Click “Logon to Banner”

5. Logon Process • Click the “Banner Logon” link Note: Two windows will open and must remain open

6. Logon Process • When Banner is accessed for the First time: a prompt will appear to download and install the Oracle JInitiator plug-in. Download and install JInitiator plug-in

7. Logon ProcessJInitiator plug-in • Another browser window will open, and a security warning dialog box will open • Click (Yes).

8. Logon ProcessJInitiator plug-in • The browser window will be replaced with an install screen. Another dialog box will open. • Click (Next).

9. Logon ProcessJInitiator plug-in • When installation is complete, the following dialog box will appear. • Click (OK).

10. Logon ProcessJInitiator plug-in • The browser window will change slightly, a Java window will open and the Banner logon dialog box will appear. • Your computer is now configured to use the Banner system.

11. Logon Process • These two screens will open and Must remain open while using Banner.

12. Click on the minus sign to minimize this page. Do not close or Banner will terminate. Logon Process • This screen can be minimized

13. Logon Process Logon dialog box • Click on Username field and enter your username • Click on Password field and enter your password • Database should have PROD entered • Click (Connect) or press Enter When you log on for the first time, you will need to change your password.

14. Changing Password • Your password will be active for 120 days. You will need to change your password when a reminder appears. • Password restrictions • Must be at least 6 characters in length • Cannot be your username • Must be different from previous two changes • Numbers and letters are accepted, also _, -, +, *, ^, ! are accepted

15. Changing Password • The first time you logon you will be required to change your password. Enter information and click (OK).

16. Logon to Navigation • Now you are logged on to Banner. • Navigation is windows based. • Seven digit character codes are used for forms. You will become familiar with these.

17. Navigation – Screen Layout • Layout of the Banner Screen 1 1. Menu Bar 2. Title Bar 3. Direct Access field 4. Shortcut Buttons – use mouse to rollover buttons to view use 5. Banner Forms Menu Area 6. Auto Hint Line 2 Please note the name of the location in the title bar, General Menu GUAGMNU 3 4 5 6

18. Navigation – Character Codes • Seven digit character codes are used for form names, example: GUAPSWD • Position 1, primary system owning the form • GUAPSWD – G General System • Position 2, unique to the product identified in position 1 GUAPSWD • Position 3, type of form • GUAPSWD – A Application type • Position 4-7, unique four character code for form • GUAPSWD – PSWD assists in changing user password Position 1 - most common systems Position 3 - type of form

19. Navigation – Accessing Forms • There are three methods to accessing forms • Drill Down method • Direct Access method • File, Direct Access method

20. Navigation – Accessing Forms • “Drill Down” method • Click on the plus symbol (+) to expand the appropriate category. Continue to expand until the desired form is located. • Double click a form to open it. • To close an expanded category, click on the (-) symbol next to the category being closed.

21. Navigation – Accessing Forms • “Direct Access” method • Click once in the Direct Access field. • Type in the form’s seven digit character code. • Press Enter (NOT the Search Icon). • The form will open. Direct Access field Form’s seven digit character code, (i.e. GUAPSWD) Do Not press the Search Icon

22. Navigation – Accessing Forms • “File menu” – Direct Access • Type in the desired form’s seven digit character code • Click (Start) or press Enter • Click on File in the Menu Bar • Click on Direct Access • The GUAPARM form opens Click on File, then Direct Access Type in the character code of the desired form, (i.e. FGIBDST)

23. Navigation – Parts of a Form • Common elements on a form Next Block • 1. Menu Bar • 2. Tool Bar – use mouse to rollover icon to view use of button • 3. Key Block – to move to Information Block (6) use the Next Block function • 4. Search Icon • 5. Blue Fields • Information Block • Close 1 { 4 5 3 2 7 { 6

24. Navigation – Forms • Multiple ways to navigate forms • Options menu • Select options menu to see related forms • Context specific to the active information block • Block Menu • Use to perform the Previous, Next, and Clear block functions • Scroll Bars • Located on the right of a form or at the bottom of a form • Toolbar • Contains buttons to easily perform menu functions

25. Navigation – “My Banner” • Create a personalized menu of frequently accessed forms in “My Banner” • Click on the (+) symbol next to “My Banner” to expand • Double-click on “Empty; Select to build {GUAPMNU}”

26. Navigation – “My Banner” • Adding a form to “My Banner” • 1. Select a form on the left side and click the top arrow to move the form to the right side. Text will turn white. • or • Type in the form code under Name in the right column and press Enter. • Save. • Close. 3 4 1 2

27. Navigation – Querying Forms • Querying to locate a form in “My Banner” • Click once in left pane • Select Enter Query • Enter search criteria using the • wildcard % if necessary • Select Execute Query • View results of queried • forms Execute Query Enter Query

28. Navigation – Changing Form Descriptions • Changing the name of the form in “My Banner” • Highlight the description name of the form that you want to change • Type in the new descriptions • Press Enter • Save the menu

29. Navigation – Removing Forms • Removing a form from “My Banner” 3 4 • 1. Click on the form you want to remove. The text will turn white. • 2. Click on the left arrow to remove form. • Save • Close 1 2

30. Navigation – “My Banner” • Making “My Banner” the Default Menu • Choose File – Preferences • Click the (Open Menu Options) button • 3. In the User Default field, type “*PERSONAL” and hit enter • “My Banner” will appear in the next field. • Save • Close Click File then Preferences Changes will not appear until next time you logon.

31. Changing Password • Open the form (GUAPSWD) • Enter the appropriate information • Click (OK)

32. Purchase Order Search • Logon to Banner • Open the form {FGIBDST} Organizational Budget Status

33. Purchase Order Search • Enter the following information in the Key Block Select Next Block after entering information • 1. Chart – A • 2. Fiscal Year – 05 • Deselect “Include Revenue Accounts” • 4. Orgn – 60210 • 5. Fund – 0100 • 6. Program - 6020 4 1 5 2 6 3

34. Purchase Order Search • The information block will display data that you can navigate through.

35. Support Services • Help desk – 942-2911, option #1 • Web site - http://portico.angelo.edu/faqs/faq_banner_basics.htm • You have now completed this presentation.