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Banner 6 User Training. 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. Logon Process. Access Banner at http://portico.angelo.edu. Logon Process.

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Presentation Transcript
Banner 6 user training
Banner 6User Training


Welcome to banner 6
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


Logon process
Logon Process

  • Access Banner at http://portico.angelo.edu


Logon process1
Logon Process

  • Click “Logon to Banner”


Logon process2
Logon Process

  • Click the “Banner Logon” link

Note: Two windows will open and must remain open


Logon process3
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


Logon process jinitiator plug in
Logon ProcessJInitiator plug-in

  • Another browser window will open, and a security warning dialog box will open

  • Click (Yes).


Logon process jinitiator plug in1
Logon ProcessJInitiator plug-in

  • The browser window will be replaced with an install screen. Another dialog box will open.

  • Click (Next).


Logon process jinitiator plug in2
Logon ProcessJInitiator plug-in

  • When installation is complete, the following dialog box will appear.

  • Click (OK).


Logon process jinitiator plug in3
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.


Logon process4
Logon Process

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


Logon process5

Click on the minus sign to minimize this page. Do not close or Banner will terminate.

Logon Process

  • This screen can be minimized


Logon process6
Logon Process or Banner will terminate.

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.


Changing password
Changing Password or Banner will terminate.

  • 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


Changing password1
Changing Password or Banner will terminate.

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


Logon to navigation
Logon to Navigation or Banner will terminate.

  • 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.


Navigation screen layout
Navigation – Screen Layout or Banner will terminate.

  • 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


Navigation character codes
Navigation – Character Codes or Banner will terminate.

  • 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


Navigation accessing forms
Navigation – Accessing Forms or Banner will terminate.

  • There are three methods to accessing forms

    • Drill Down method

    • Direct Access method

    • File, Direct Access method


Navigation accessing forms1
Navigation – Accessing Forms or Banner will terminate.

  • “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.


Navigation accessing forms2
Navigation – Accessing Forms or Banner will terminate.

  • “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


Navigation accessing forms3
Navigation – Accessing Forms or Banner will terminate.

  • “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)


Navigation parts of a form
Navigation – Parts of a Form or Banner will terminate.

  • 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


Navigation forms
Navigation – Forms or Banner will terminate.

  • 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


Navigation my banner
Navigation – “My Banner” or Banner will terminate.

  • 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}”


Navigation my banner1
Navigation – “My Banner” or Banner will terminate.

  • 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


Navigation querying forms
Navigation – Querying Forms or Banner will terminate.

  • 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


Navigation changing form descriptions
Navigation – or Banner will terminate.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


Navigation removing forms
Navigation – Removing Forms or Banner will terminate.

  • 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


Navigation my banner2
Navigation – “My Banner” or Banner will terminate.

  • 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.


Changing password2
Changing Password or Banner will terminate.

  • Open the form (GUAPSWD)

  • Enter the appropriate information

  • Click (OK)


Purchase order search
Purchase Order Search or Banner will terminate.

  • Logon to Banner

  • Open the form {FGIBDST}

    Organizational Budget Status


Purchase order search1
Purchase Order Search or Banner will terminate.

  • 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


Purchase order search2
Purchase Order Search or Banner will terminate.

  • The information block will display data that you can navigate through.


Support services
Support Services or Banner will terminate.

  • Help desk – 942-2911, option #1

  • Web site - http://portico.angelo.edu/faqs/faq_banner_basics.htm

  • You have now completed this presentation.


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