Student Advising Student Profile 9.3 Release Guide

Banner Student Advising Student Profile Release Guide Release 9.3March 2016/nWithout limitation: Elluci an®, Banner®, Colleague®, and Luminis® are trademarks of the Ellucian group of companies that are reg istered in the U.S. and certain other countries; and Elluci an AdvanceŽ, Ellucian Course SignalsŽ, Ellucian Degree WorksŽ, Ellucian PowerCampus Ž, Ellucian RecruiterŽ, Ellucian Sm artCallŽ, are also trademarks of the Ellucian gr oup of companies. Other names may be trademarks of their respective owners. © 2016 Ellucian. Contains confidential and proprietary inform ation of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organiza tion should seek legal, accounting, and other similar professional services from comp etent providers of the organization's own choosing. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America /n 3Banner Student Advising St udent Profile Release Guide |Contents Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Release tagging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Single Sign On with CAS or SAML 2.0 SSO Protocols . . . . . . . . . . . . . . . . . . . . . . 7 SAML 2.0 support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Releasing Holds - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Advising Student Profile changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Banner Student 8.x changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 New form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Persona Release Hold Type Form (SOAPHLD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Changed menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Faculty Workload Control (FACCONTROL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Releasing Holds - Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 New table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Persona Release Hold Type Table (SORPHLD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Changed table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Person Related Holds Repeating Table (SPRHOLD). . . . . . . . . . . . . . . . . . . . . . . . . . 13 Delivered seed data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Student Note Category Validation Page (STVNTCG). . . . . . . . . . . . . . . . . . . . . . . . . . 14 Process Control Code Validation Page (STVPROC) . . . . . . . . . . . . . . . . . . . . . . . . . . 14 /n 4Banner Student Advising St udent Profile Release Guide |Contents Faculty/Advisor Process Rules Page (SOAFACS). . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Information Text Editor Page (GUAINFO) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Manually entered data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 New scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Configuration file changes for holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Configuration File Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Student Self-Service application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 banner_configuration.example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Email batch size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Photo path. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 bannerStudentAdvisorUI_configuration.example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 StudentSSB_configurati on.example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Advisor Self-Service Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 banner_configuration.example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Email batch size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Photo path. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 bannerStudentAdvisorUI_configuration.example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 StudentAdvisorSSB_configuration.example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Miscellaneous Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Enhanced security for alternate PIN display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 New process code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 New process rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 New scripts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25New table index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Accessibility improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Resolutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 /n 5Banner Student Advising St udent Profile Release Guide |Introduction IntroductionThis release guide documents the Banner 9.3 release of the Banner® Student Advising Student Profile module. Release 9.3 delivers f unctional updates as well as resolutions for change requests. Information is included for the Student Advisor application and the Student Self-Service application. New for this release: ŁRelease Holds enhancement ŁEnhanced security control for the display of the student's alternate registration PIN ŁAccessibility improvements Details for releasing holds and using the PIN display security controls can be found in the Banner Student Self-Service and Advising Student Profile Handbook . /n 6Banner Student Advising St udent Profile Release Guide |Requirements Requirements Please refer to the Banner Student Advising Student Profile Installation Guide 9.3 and the Banner Student Self-Service Installation Guide 9.3 documents for information on the following hardware and software requirements, tested browser and tablet versions, and other installation prerequisites. ŁHardwareŁOracle Database ŁCPU and memory ŁApplication server ŁApplication server and operating system combinations ŁBanner software ŁOther Ellucian software ŁSupported browsers ŁJavaŁTablets ŁJAWS screen reader ŁDatabase Extension Utility Release tagging Use the following tags for applicatio n source code in the git repository. ApplicationTag Advising Self-Servicerel-advising-9.3 Student Self-Servicerel-student-9.3 /n 7Banner Student Advising St udent Profile Release Guide |Requirements Documentation The Banner Student Advising Student Prof ile 9.3 release includes the following documentation: ŁBanner Student Advising Student Profile Release Guide ŁBanner Student Self-Service and Advising Student Profile Handbook ŁBanner Student Advisor Installation Guide The following documents are also used with this release but are delivered separately. ŁBanner Student Self-Service Installation Guide ŁBanner Database Upgrade Guide Translation The application supports the following languages: ŁEnglishŁEnglish (Australian, Great Britain, Ireland, and India) ŁSpanish ŁPortuguese (Brazil) ŁArabic ŁFrench ŁFrench (Canada) Single Sign On with CAS or SAML 2.0 SSO Protocols Application Navigator and integrating Banner applications require CAS or SAML 2.0 SSO to navigate between applications. Please refer to the CAS Single Sign On Handbook or the Setting Up Ellucian Identity Service document, available for download from the Ellucian Support Center. /n 8Banner Student Advising St udent Profile Release Guide |Requirements SAML 2.0 supportBanner Student Advising Student Profile now supports SAML 2.0 SSO with Ellucian Identity Service (EIS), in addition to CAS SSO. SAML 2.0 is an XML-based protocol that uses security tokens containing assertions to pass information about a principal (usually an end user) between a SAML authority (an identity provider) and a SAML consumer (a service provider). Please refer to the Banner Student Advisor Installation Guide 9.3 and the Banner Student Self-Service Installation Guide 9.3 for details on the SAML 2.0 enhancement implementation. /n 9Banner Student Advising St udent Profile Release Guide |Releasing Holds - Functional Releasing Holds - FunctionalAuthorized faculty members and advisors can release holds for students on the Student Profile page based on the hold type and the associated persona of faculty, advisor, or both. This allows the student to perform the process that was prevented by the hold. For one example, if your institution requires that a student must meet with his/her advisor prior to registration, and a hold has been placed on the student's record that prevents registration, the advisor can release the hold at that time. A single hold or multiple holds can be released. Also, an administrator can create a rule that requires the entry of a release reason or comment when the hold is released. Advising Student Profile changes The Student Profile page has been updated to allow the release of holds. When an advisor or faculty member views a student's profile and is authorized to release a hold associated with that student, the holds list can be displayed by clicking on the number next to the Holds field. Holds are listed in two categories, Releasable Holds and View Only Holds. Each hold can be expanded to display more detail. The user can select the check box for a releasable hold and then select the Release button. At this point a release comment can be entered in the Releasable Holds window. The user can then click OK to release the hold. The release hold comment can be viewed by the author in the Notes section of the Student Profile page. ŁSee the "Release student holds" topic in the "Set Up and Use the Applications" chapter of the Banner Student Self-Service and Advising Student Profile Handbook for setup and processing information. ŁSee the "Student Profile Page" topic in the "Student Self-Service Pages" chapter of the Banner Student Self-Service and Advising Student Profile Handbook for steps used to release holds. A new Advisor Holds field/column has been added to the Advisee Listing page. An advisor can sort or filter on this column to find advisees with advisor holds. The column data can be exported to Excel with data from the other columns on the page. See the "Advisee Listing page" section in the "Student Advisor Pages" chapter of the Banner Student Self-Service and Advising Student Profile Handbook for more information. /n 10Banner Student Advising St udent Profile Release Guide |Releasing Holds - Functional Banner Student 8.x changes The Persona Release Hold Type Form (SOAPHLD) and the associated Persona Release Hold Type Table (SORPHLD) were delivered in Banner Student 8.8 and are used to assign the hold types to the user roles/personas that can release holds. Hold types must exist on the Hold Type Code Validation Page (STVHLDD) in Banner 8.x and have the Web Indicator checked. A process code and process rules are delivered for use with faculty security. ŁThe RELEASEHOLDS process code is used on the Process Control Code Validation Form (STVPROC). ŁThe RELEASEHOLDS process rules for Advisor and Faculty are used on the Faculty/Advisor Process Rules Form (SOAFACS). See the "Delivered seed data" topic and the "Manually entered data" topic in the "Releasing Holds - Technical" section of this release guide for more information on new codes and rules used with this enhancement. See the "Release student holds" topic in the "Set Up and Use the Applications" chapter of the Banner Student Self-Service and Advising Student Profile Handbook for setup and processing information. New formThis administrative form is new for this enhancement. It was delivered in the Banner Student 8.8 release and is included in the Banner Student Online Help 8.8 and 8.9 .Persona Release Hold Type Form (SOAPHLD) This form is used to assign hold types to user roles (personas) so that specific types of holds can be released for a student. Only one record per hold type is allowed. Note: This form is used with the Banner Student Advising Student Profile application. It is not used with Banner Student 8.x processing. FieldsDescriptions Hold TypeRelease hold type code. Hold types used must have the Web Indicator checked on the Hold Type Code Validation Page (STVHLDD). List - Hold Type Code Validation Form (STVHLDD) /n 11Banner Student Advising St udent Profile Release Guide |Releasing Holds - Functional Changed menu The following menu has been modified for this enhancement. This change was delivered in the Banner Student 8.8 release. Faculty Workload Control (FACCONTROL) The Persona Release Hold Type Form (SOAPHLD) has been added to this menu. Description(untitled)Hold type code description. PersonaPersona code associated with the hold type. Supported role values are: FACULTYINSTRUCTOR , FACULTYADVISOR , FACULTYBOTH . List - Persona Codes (STVPERS) ActiveCheckbox used to indicate whether the persona is active for the release hold type. The default value is checked. Activity DateDate on which the record was last updated. Display only. UserID of the user who last updated the record. Display only. FieldsDescriptions /n 12Banner Student Advising St udent Profile Release Guide |Releasing Holds - Technical Releasing Holds - Technical This section describes the technical updates for the release holds enhancement. New table The following table is used with this enhancement. It was delivered in the Banner Student 8.8 release and is used specifically with Banner Student Advising Student Profile 9.3. Persona Release Hold Type Table (SORPHLD) This table is used to control which hold types can be released and what personas can be used to release each hold type. Valid persona codes are FACULTYADVISOR , FACULTYINSTRUCTOR , or FACULTYBOTH . Hold types used must have the Web Indicator checked on the Hold Type Code Validation Page (STVHLDD). Constraints are used to ensure that codes on STVPER S and STVHLDD cannot be deleted when they have been mapped in this table. This table uses the following Primary Key: PK_SORPHLD (SORPHLD_HLDD_CODE) This table uses the following Foreign Keys: FK1_SORPHLD_INV_STVHLDD_CODE FOREIGN KEY (SORPHLD_HLDD_CODE) REFERENCES STVHLDD (STVHLDD_CODE) FK1_SORPHLD_INV_STVPERS_CODE FOREIGN KEY (SORPHLD_PERS_CODE) REFERENCES STVPERS (STVPERS_CODE) The following columns are in this table. ColumnAttributeNullComment SORPHLD_HLDD_CODEVARCHAR2(2)No HOLD CODE: The release hold type code. SORPHLD_PERS_CODEVARCHAR2(30)No PERSONA CODE: The persona code. /n 13Banner Student Advising St udent Profile Release Guide |Releasing Holds - Technical Changed table The following table has been changed for this enhancement. This change is delivered in the Banner General 8.8.3 release. Please refer to the Banner General Release Guide 8.8.3 for more information. Person Related Holds Repeating Table (SPRHOLD) Changes were made to the gb_hold Business API for SPRHOLD processing. The user ID of the last person who changed an SPRHOLD hold record is now saved and is stored in the SPRHOLD_USER_ID field. This information can be used for audit purposes. The ID of the original creator of the hold record is still stored in the SPRHOLD_USER field and is displayed on the SOAHOLD page. These changes apply to hold records entered on SOAHOLD or when holds are released by an advisor using Banner Student Advising Student Profile 9.3. SORPHLD_ACTIVE_INDVARCHAR2(1)No ACTIVE INDICATOR: Indicator for whether the persona release hold is active or inactive. SORPHLD_ACTIVITY_DATEDATENo ACTIVITY DATE: The date that information in this record was entered or last updated. SORPHLD_USER_IDVARCHAR2(30)No USER ID: The user ID of the person who inserted or last updated this record. SORPHLD_SURROGATE_IDNUMBER(19)Yes SURROGATE ID: The surrogate ID for this record. SORPHLD_VERSIONNUMBER(19)Yes VERSION: The optimistic lock token for this record. SORPHLD_DATA_ORIGINVARCHAR2(30)Yes DATA ORIGIN: Source system that created or updated the data. SORPHLD_VPDI_CODEVARCHAR2(6)Yes VPDI CODE: The code representing the entity to which this reco rd belongs for Multi-Entity Processing support. ColumnAttributeNullComment /n 14Banner Student Advising St udent Profile Release Guide |Releasing Holds - Technical Delivered seed data The following seed data is used with this enhancement. Student Note Category Validation Page (STVNTCG) The following seed data is used with releasing holds and associated comments. Process Control Code Validation Page (STVPROC) The following seed data is used with faculty security and releasing holds. Faculty/Advisor Process Rules Page (SOAFACS) The following seed data is used with faculty security and releasing holds. Note category codeDescription 9999Release Hold Comment ProcessDescriptionCheck Order Enforce Check Order PIN Control AllowedSys ReqRELEASEHOLDSRelease Student Holds BothNoNoYes ProcessDesc Check Order Process Available on Self- Service All Access PIN ControlRelationshipPrimary Attribute Type Checking Sys Req RELEASEHOLDSRelease Student Holds AdvisorYesNoNoNoNoNoYes RELEASEHOLDSRelease Student Holds FacultyYesNoNoNoNoNoYes /n 15Banner Student Advising St udent Profile Release Guide |Releasing Holds - Technical Information Text Editor Page (GUAINFO) Seed data is used for the warning message di splayed with releasing holds. This message can be changed at your institution. Manually entered data The following pages use data that is manually entered at your institution. This data is required if you wish to require the entry of release hold comments. ŁSet up the STUDENT_PROFILE proxy system code on the Proxy Access Systems Code Validation Page (GTVSYST). ŁSet up the REQUIRE_RELEASE_HOLD_COMMENT option type code for the STUDENT_PROFILE system code on the Proxy Access Systems and Options Type Rule Page (GTVOTYP) when you wish to require the user to enter a release hold comment. See the "Require a release hold" section under the "Release student holds" topic in the "Set Up and Use the Applications" chapter of the Banner Student Self-Service and Advising Student Profile Handbook for more information. New scripts The following scripts are used with this enhancement. The SORPHLD table scripts were delivered with the Banner Student 8.8 release. Note: Unless otherwise noted, new scripts are run as part of the upgrade process for a release. Page NameMessage Label Source IndAudienceLocale Seq NoText TypeMessage STUDENTPROFILEstudent.profile.release. holds.warning BaselineFacultyen_US1PanelThis action cannot be undone unless you contact the Student Records Office. Select Cancel to leave the hold(s) in place. /n 16Banner Student Advising St udent Profile Release Guide |Releasing Holds - Technical Configuration file changes for holdsThe bannerStudentAdvisorUI_configuration.example file has been updated for this release. ŁA new example has been added under the Advisee Listing page information. all.advisee.column.list.FacultyAdvisor=studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, program, major, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college The hasReleasable Holds item is used to enable if and where the Advisor Holds column should be displayed on the Advisee Listing page. ŁA new comment has been added to the Holds information section. The Release Holds feature also has a dependency on this property. In addition to the SOAFACS security rules for DISPLAYHOLDS and RELEASEHOLDS , the role must have access to view holds per this property record. ScriptResult sorphld_080800_01.sql Creates table sorphld_080800_02.sql Adds Primary Keysorphld_080800_03.sql Adds Foreign Key for STVHLDDsorphld_080800_04.sql Adds Foreign Key for STVPERSsorphld_080800_05.sql Adds column comments sgurinfoi.sql Adds seed data to GUAINFO ssppsorfacsi.sql Adds seed data to SOAFACS ssppstvproci.sql Adds seed data to STVPROC sstvstvntcgi.sql Adds seed data to STVNTCG /n 17Banner Student Advising St udent Profile Release Guide |Configuration File Details Configuration File Details This section lists configuration file changes by application for release 9.3. Some changes from release 9.2 may be included. Note: If you are upgrading, the .example changes should be merged/ verified against the existing .groovy or .properties files. Student Self-Service application The following changes have been made for the Student Self-Service application. banner_configuration.exampleThe following has been added or updated. Email batch size / ********** * The Mail Server's recipient limit. **********/ email.batch.size = 600 Photo path / ********** * Administrative User DataSource Configuration **********/ banner { picturesPath = System.getProperty('base.dir') + '/test/images' // defaultPhoto = }bannerStudentAdvisorUI_configuration.example The following changes were made in this file. /n 18Banner Student Advising St udent Profile Release Guide |Configuration File Details Ł"FacultyOverride without AdvisorOverride is not supported." was added at line 21. # FacultyOverride - user is a faculty and override is selected in SIAINST - applies to Student Profile page only. FacultyOverride without AdvisorOverride is not supported. Ł"hasReleasableHolds" was added at lines 30, 44, 46, 47, and 48. Ł# possible values: studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, program, major, standing, campus, studyLevel, admitType, admitTerm, catalogTerm, Ł#all.advisee.column.list.FacultyAdvisor=studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, program, major, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college Łall.advisee.column.list.Advisor=program, major, standing, studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college, preferredEmailAddress, nonPreferredEmailAddress Łall.advisee.column.list.FacultyAdvisor=program, major, standing, studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college, preferredEmailAddress, nonPreferredEmailAddress Łall.advisee.column.list.AdvisorOverride=program, major, standing, studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college, preferredEmailAddress, nonPreferredEmailAddress ŁThe following was added at line 304. Ł# If Notes are enabled the Release Hold comment entered by the person releasing a hold is displayed in the Notes section to the author of the comment. Ł# Use the following property to control if in addition the roles AdvisorOverride and FacultyOverride can view the Release Hold Comment. Ł# You can add role of FacultyOverride in addition to AdvisorOverride or disable the Property. all.studentnotes.releaseholdnote.view=Profile all.studentnotes.releaseholdnote.roles=AdvisorOverride ŁThe following was added at line 396. /n 19Banner Student Advising St udent Profile Release Guide |Configuration File Details #The Release Holds feature also has a dependency on this property, in addition to SOAFACS security rules for DISPLAYHO LDS and RELEASEHOLDS the role must have access to view holds per this property record. Ł", Faculty, FacultyOverride" was removed from line 412. all.curriculum.holdsAffected.roles=Advisor, AdvisorOverride, FacultyAdvisor, Student, Faculty, FacultyOverride StudentSSB_configuration.example The following has been added for platform upgrade and SAML support. / ********** * * SAML configuration Un-comment the below code when authentication mode is saml **********/ /grails.plugins.springsecurity.auth.loginFormUrl = '/saml/login' grails.plugins.springsecurity.saml.afterLogoutUrl ='/logout/customLogout' banner.sso.authentication.saml.localLogout='false' // To disable single logout set this to true,default 'false'. grails.plugins.springsecurity.saml.keyManager.storeFile = 'classpath:security/.jks' // for unix File based Example:- 'file:/home/u02/samlkeystore.jks' grails.plugins.springsecurity.saml.keyManager.storePass = 'test1234' grails.plugins.springsecurity.saml.keyManager.passwords = [ 'banner- -sp': 'test1234' ] // banner--sp is the value set in EIS Service provider setup grails.plugins.springsecurity.saml.keyManager.defaultKey = 'banner- -sp' // banner--sp is the value set in EIS Service provider setup grails.plugins.springsecurity.saml.metadata.sp.file = 'security/banner- -sp.xml' // for unix file based Example:-'/home/u02/ sp-local.xml' grails.plugins.springsecurity.saml.metadata.providers = [adfs: 'security/ banner--idp.xml'] // for unix file based Example: '/ home/u02/idp-local.xml' grails.plugins.springsecurity.saml.metadata.defaultIdp = 'adfs' grails.plugins.springsecurity.saml.metadata.sp.defaults = [ local: true, alias: 'banner--sp', // banner--sp is the value set in EIS Service provider setup securityProfile: 'metaiop', signingKey: 'banner--sp', // banner--sp is the value set in EIS Service provider setup encryptionKey: 'banner--sp', // banner--sp is the value set in EIS Service provider setup /n 20Banner Student Advising St udent Profile Release Guide |Configuration File Details tlsKey: 'banner--sp', // banner--sp is the value set in EIS Service provider setup requireArtifactResolveSigned: false, requireLogoutRequestSigned: false, requireLogoutResponseSigned: false ]/Advisor Self-Service ApplicationThe following changes have been made for the Advisor Self-Service application. banner_configuration.exampleThe following has been added or updated. Email batch size / ********** * The Mail Server's recipient limit. **********/ email.batch.size = 600 Photo path / ********** * Administrative User DataSource Configuration **********/ banner { picturesPath = System.getProperty('base.dir') + '/test/images' // defaultPhoto = }bannerStudentAdvisorUI_configuration.example The following changes were made in this file. Ł"FacultyOverride without AdvisorOverride is not supported." was added at line 21. # FacultyOverride - user is a faculty and override is selected in SIAINST - applies to /n 21Banner Student Advising St udent Profile Release Guide |Configuration File Details Student Profile page only. FacultyOverride without AdvisorOverride is not supported. Ł"hasReleasableHolds" was added at lines 30, 44, 46, 47, and 48. Ł# possible values: studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, program, major, standing, campus, studyLevel, admitType, admitTerm, catalogTerm, Ł#all.advisee.column.list.FacultyAdvisor=studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, program, major, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college Łall.advisee.column.list.Advisor=program, major, standing, studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college, preferredEmailAddress, nonPreferredEmailAddress Łall.advisee.column.list.FacultyAdvisor=program, major, standing, studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college, preferredEmailAddress, nonPreferredEmailAddress Łall.advisee.column.list.AdvisorOverride=program, major, standing, studentStatus, studentType, hasReleasableHolds , isPrimaryAdvisor, advisorType, campus, studyLevel, admitType, admitTerm, catalogTerm, minor, concentration, college, preferredEmailAddress, nonPreferredEmailAddress ŁThe following was added at line 304. Ł# If Notes are enabled the Release Hold comment entered by the person releasing a hold is displayed in the Notes section to the author of the comment. Ł# Use the following property to control if in addition the roles AdvisorOverride and FacultyOverride can view the Release Hold Comment. Ł# You can add role of FacultyOverride in addition to AdvisorOverride or disable the Property. all.studentnotes.releaseholdnote.view=Profile all.studentnotes.releaseholdnote.roles=AdvisorOverride ŁThe following was added at line 396. #The Release Holds feature also has a dependency on this property, in addition to SOAFACS security rules for DISPLAYHO LDS and RELEASEHOLDS the role must have access to view holds per this property record. /n 22Banner Student Advising St udent Profile Release Guide |Configuration File Details Ł", Faculty, FacultyOverride" was removed from line 412. all.curriculum.holdsAffected.roles=Advisor, AdvisorOverride, FacultyAdvisor, Student , Faculty, FacultyOverride StudentAdvisorSSB_configuration.example The following has been added for platform upgrade and SAML support. Added at line191. if(authenticationProvider != 'default') { grails.plugins.springsecurity.failureHandler.defaultFailureUrl = '/login/error' } Added at line 221. / ********** * * SAML configuration Un-comment the below code when authentication mode is saml **********/ /grails.plugins.springsecurity.auth.loginFormUrl = '/saml/login' grails.plugins.springsecurity.saml.afterLogoutUrl ='/logout/customLogout' banner.sso.authentication.saml.localLogout='false' // To disable single logout set this to true,default 'false'. grails.plugins.springsecurity.saml.keyManager.storeFile = 'classpath:security/.jks' // for unix File based Example:- 'file:/home/u02/samlkeystore.jks' grails.plugins.springsecurity.saml.keyManager.storePass = 'test1234' grails.plugins.springsecurity.saml.keyManager.passwords = [ 'banner- -sp': 'test1234' ] // banner--sp is the value set in EIS Service provider setup grails.plugins.springsecurity.saml.keyManager.defaultKey = 'banner- -sp' // banner--sp is the value set in EIS Service provider setup grails.plugins.springsecurity.saml.metadata.sp.file = 'security/banner- -sp.xml' // for unix file based Example:-'/home/u02/ sp-local.xml' grails.plugins.springsecurity.saml.metadata.providers = [adfs: 'security/ banner--idp.xml'] // for unix file based Example: '/ home/u02/idp-local.xml' grails.plugins.springsecurity.saml.metadata.defaultIdp = 'adfs' grails.plugins.springsecurity.saml.metadata.sp.defaults = [ local: true, alias: 'banner--sp', // banner--sp is the value set in EIS Service provider setup securityProfile: 'metaiop', /n 23Banner Student Advising St udent Profile Release Guide |Configuration File Details signingKey: 'banner--sp', // banner--sp is the value set in EIS Service provider setup encryptionKey: 'banner--sp', // banner--sp is the value set in EIS Service provider setup tlsKey: 'banner--sp', // banner--sp is the value set in EIS Service provider setup requireArtifactResolveSigned: false, requireLogoutRequestSigned: false, requireLogoutResponseSigned: false ]/Added at line 258. / ********** * * Homepage URL * Un-comment the below code when configuring a homepage URL ***********/ //grails.plugins.springsecurity.homePageUrl='URL to homepage' /n 24Banner Student Advising St udent Profile Release Guide |Miscellaneous Enhancements Miscellaneous Enhancements This section contains the following: ŁNew security control DISPLAYALTPIN rule ŁUpdate to SORNOTE table ŁAccessibility improvements Enhanced security for alternate PIN displayThe display of the student™s alternate registration PIN on the Student Profile page has been enhanced with the creation of an additional security control. A new STVPROC process code and SOAFACS process rule code have been delivered to further control which advisors or faculty members can view the student's alternate registration PIN in the Registration Notices section of the page. The new DISPLAYALTPIN rule allows advisors or faculty members with a sp ecific relationship to the student to view the PIN. PIN display is configured using the existing DISPALTTPIN rule on GTVSDAX, existing settings in the bannerStudentAdvisorUI_configuration .properties file, and the new SOAFACS DISPLAYALTPIN process rule. The existing GTVSDAX rule is as follows: The existing configuration file settings are: all.registrationnotices.registrationPin.view=Profile all.registrationnotices.registrationPin.roles=Advisor, AdvisorOverride, FacultyAdvisor New process codeThe DISPLAYALTPIN process code is used on the Process Code Validation Page (STVPROC). External CodeInternal Code Internal Code GroupDescription Activity DateY/NDISPALTPINFACWEBDisplay Alt PIN for AdviseeSysdate /n 25Banner Student Advising St udent Profile Release Guide |Miscellaneous Enhancements Note: Data for STVPROC is delivered in a seed data script. New process ruleThe DISPLAYALTPIN process rule for Advisor and Faculty users is used on the Faculty/ Advisor Process Rules Page (SOAFACS). Note: Data for SOAFACS is delivered in a seed data script. New scripts The following scripts are used with this enhancement. Note: Unless otherwise noted, new scripts are run as part of the upgrade process for a release. ProcessDescription Check Order Enforce Check Order PIN Control AllowedSys ReqDISPLAYALTPINALTPIN SP Registration NoticesBothNoNoYes ProcessDesc Check Order Process Available on Self- Service All Access PIN ControlRelationshipPrimary Attribute Type Checking Sys Req DISPLAYALTPINALTPIN SP Reg-istration NoticesAdvisorYesNoNoNoNoNoYes DISPLAYALTPINALTPIN SP Reg-istration NoticesFacultyYesNoNoNoNoNoYes /n 26Banner Student Advising St udent Profile Release Guide |Miscellaneous Enhancements New table index A Key Index has been added to the SORNOTE table to assist with performance. SORNOTE_KEY_INDEX2 (SORNOTE_PIDM) Changes were delivered in the sornote_080900_01.sql script in the Banner Student 8.9 release. Accessibility improvements The following updates are delivered for accessibility. ŁTitles have been added to all page headers. ŁThe Student Profile page contains enhanced headers for use with screen readers. ŁThe Advisee Search page contains improved navigation for access to radio buttons and tool tips. ŁThe Advisee Listing page grid has been modified to be a single table. This allows the use of keyboard navigation to move across the rows between the frozen and unfrozen columns.Users must toggle between navigation for read only/display mode and data entry/action mode in the grid. Each actionable cell now has only one associated actionable item. Use Tab to move through the grid and land on the actionable items. Use Escape to return to read only mode. ŁThe Advisee Listing page access to the Student Card and the Student Profile page has been updated. The Student Card is now only accessed by clicking on the student™s photo. The link from the Name and ID field to the Student Card is no longer available. The Student Profile page is accessed by selecting the View Profile link under the Name and ID field. This field contains one link where it used to contain two links. ScriptResult ssppsorfacsi.sql Adds seed data to SOAFACS ssppstvproci.sql Adds seed data to STVPROC /n 27Banner Student Advising St udent Profile Release Guide |Resolutions ResolutionsThe Banner Student Advising Student Profile Resolutions Report 9.3 is a companion to this release guide. The Resolutions Report provides summary information about the change requests that are resolved in Banner Student Advising Student Profile 9.3. Use the following steps to access the Resolutions Report on the Ellucian Support Center: 1.Go to the Ellucian Client Support web site : http://www.ellucian.com/Solutions/Ellucian- Client-Support. 2.Click the Ellucian Hub button to log in to the Ellucian Hub. 3.Choose the Ellucian Download Center application. or Choose the Ellucian Support Center application. /n

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