Banner 9.x Getting started guide

Banner 9.xGetting Started Guide August 2014/nBanner®, Colleague®, PowerCampusŽ, and Luminis® are trademarks of Ellucian Company L.P. or its affiliates and are registered in the U.S. and other countries. Ellucian®, Ellucian Adv anceŽ, Ellucian Degree WorksŽ, Ellucian Course SignalsŽ, Ellucian SmartCallŽ, and E llucian RecruiterŽ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners. ©2012-2014 Ellucian Company L.P. and its affiliates. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an 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 organizati on should seek legal, accounting and other similar professional services from compe tent providers of the organization's own choosing. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America Revision History Publication DateSummary February 2012New version that supports the release of Banner 9.x software. August 2014Updated with Ellucian branding. Reorganized and updated text throughout. /n 3Banner 9.x Getting Started Guide |Contents Contents Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Banner 9.x login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Banner 9.x logout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Single sign on between INB, SSB, and Banner 9.x . . . . . . . . . . . . . . . . . . . . . . . . . 6 Banner 9.x naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 System IDs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Module IDs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Object type codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Banner 9.x User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Basic navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Access and navigate within a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Return to the key block. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Display the Main Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Bread crumb trail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Notification Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Key block. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Go To... button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2Tools button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Additional Information button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Insert button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Collapse and expand buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Section navigation buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 /n 4Banner 9.x Getting Started Guide |Contents Required fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Field display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Lookups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Filtering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Advanced filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Online help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Item Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Advanced Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Menu maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Add a menu option to the administrati ve menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Disable a menu option on the Banner 8.x administra tive menu. . . . . . . . . . . . . . . . . . 23 Add a menu option to the self-service menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Value-Based Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Supplemental Data Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Multi-Entity Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Institution assignments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Data masking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Determine the block ID and the item ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Create a masking rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Object maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Security auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Related pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 /n 5Banner 9.x Getting Started Guide |Contents Data extract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Enable the data extract option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Extract data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 English. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Spanish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Portuguese (Brazil). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Arabic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 French (France) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 French (Canada) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Keyboard Shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49 English. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Spanish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Portuguese (Brazil). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Arabic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 French (France) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 French (Canada) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58 Sign in page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 /n 6Banner 9.x Getting Started Guide |Introduction IntroductionThis chapter gives the login and logout steps for Banner® 9.x. This chapter also provides naming conventions for the objects that are currently available in Banner 9.x. Banner 9.x loginUse the following steps to log in to Banner 9.x. 1.Launch your web browser and enter the URL for Banner 9.x application. 2.Enter your username and password on the Banner 9.x Sign In page. 3.Click Sign In. The Banner Main Menu is displayed. Bookmark for Banner 9.x applicationsIf you want to create a bookmark for a Bann er 9.x application, use a link without extra parameters. For example: http://yourhostname/yourmodulename/banner.zul?page=mainPage Banner 9.x logoutBanner 9.x uses cookies and caching. If you do not sign out completely, the next person who uses the computer might be able to access your work. It is important that you sign out and exit the browser. Single sign on between INB, SSB, and Banner 9.xSingle sign on (SSO) between Internet-Native Banner (INB), Self-Ser vice Banner (SSB), and Banner 9.x applications uses Central Authentication Service (CAS) to provide a common authentication mechanism. If you are not using CAS, you must log in to INB, SSB, and Banner 9.x separately. To implement SSO between INB, SSB, and Bann er 9.x, the following components must be configured: ŁThe SSO Manager must be installed and configured for authentication with CAS. The SSO Manager is a CAS client for INB and SSB that allows CAS-based single sign on /n 7Banner 9.x Getting Started Guide |Introduction from Banner 9.x. The SSO Manager is a component of Banner Enterprise Identity Services (BEIS) and can be downloaded from the Ellucian Download Center under the Banner General product. Refer to the Banner Enterprise Identity Services Installation Guide for details. ŁThe Banner 9.x applications must be conf igured for authentication with CAS. Refer to the CAS Single Sign On Handbook for details. Note: INB and SSB require the SSO Man ger to implem ent CAS-based single sign on. Banner 9.x supports CAS natively and does not require the SSO Manager. INB, SSB, and each Banner 9.x application has its own URL. Wh en you first access one of these URLs, you are prompted to log in using CAS. Once that login is successful, you can access the other URLs without an other login. You can work in INB, SSB, and Banner 9.x, accessing each respective URL without multiple logins.Banner 9.x naming conventionsSome Banner objects are available in Banner 9.x. Other Banner objects must be accessed with Banner 8.x. The following sections provide general guidelines for naming the objects that are available in Banner 9.x. Note: If your institution main tains or creates custom Banner 9.x objects, you must use established naming convent ions. Refer to the 8.x version of the Banner General Getting Started Guide for a complete list of Banner naming conventions. Banner 9.x objects have a long name and a short (seven- or eight-character) name. For example: Each short name is built from the following components: ŁSystem ID (one or two characters) ŁModule ID (one character) ŁObject type code (one character) ŁUnique ID (four characters) The following table shows examples of Banner short names: Long name:Basic Course Information Short name:SCACRSE /n 8Banner 9.x Getting Started Guide |Introduction System IDsThe first component of a Banner object name is a one- or two-character code that identifies the primary system associated with the page, report, job, or table. In most cases, the system ID is the same as the system indicator on the GTVSYSI table. The following system IDs are curr ently available in Banner 9.x: Some objects with these system IDs are curren tly available in Banner 9.x. Other objects with these system IDs must be accessed with Banner 8.x. Objects with all other system IDs must be accessed with Banner 8.x. Module IDsThe second component of a Banner object na me identifies the mo dule associated with the page, report, job, or table. The following module IDs are currently available in Banner 9.x: Short nameSystem IDModule IDObject type codeUnique ID SCACRSES Student C Catalog A ApplicationCRSE Basic Course Information STVRSTSS Student T Validation page/table V Validation page/table RSTS Course Registration Status Code Validation GEAATIDG General E Event Management A ApplicationATID Event Registration System IDSystem GBanner General SBanner Student System IDModule IDModule GEEvent Management UUtility /n 9Banner 9.x Getting Started Guide |Introduction Some objects with these system/module IDs are currently available in Banner 9.x. Other objects with these system/module IDs must be accessed with Banner 8.x. Objects with all other system/module ID s must be accessed with Banner 8.x. Object type codesThe third component of a Banner object name identifies the type of page, report, job, or table. The following object type codes are currently available in Banner 9.x: Some objects with these system IDs/type codes are currently available in Banner 9.x. Other objects with these system IDs/type co des must be accessed with Banner 8.x. Objects with all other system IDs/type c odes must be accessed with Banner 8.x. SCCatalog FRegistration/Fee Assessment GGeneral Student HGrades/Academic History IFaculty Load LLocation Management OOverall PPerson SSchedule TValidation page/table System IDObject type codeDescription GAApplication page IInquiry page SAApplication page IInquiry page QQuery page VValidation page/table System IDModule IDModule /n 10Banner 9.x Getting Started Guide |Banner 9.x User Interface Banner 9.x User InterfaceThis chapter describes the basic navigation and basic components of the Banner® 9.x user interface. Basic navigationThe following sections provide basic navigation tips. Access and navigate within a page Use the following steps to access and navigate within a Banner 9.x page. 1.Log in to a Banner 9.x application. Refer to fiBanner 9.x loginfl on page6 for details. 2.Use the Main Menu to select the product, application, and page. ORUse the Go To field on the Main Menu to access a page directly. You can enter all or part of the short name or long name. 3.Enter required information in the key block of the requested page. 4.Click Go. 5.Enter data in additional sections as needed. 6.Click Save./n 11Banner 9.x Getting Started Guide |Banner 9.x User Interface Return to the key blockIf you are on a page and want to return to the key block to enter new data, click Start Over. Display the Main MenuIf you are on a page and want to display the Main Menu, click the button between the Home button and the bread crumb trail. Bread crumb trailA breadcrumb trail, located at the top of the page, shows the path to the current page. You can click any item in the bread crumb trail to open the Main Menu. Notification CenterThe Notification Center, located under the bre ad crumb trail, displays information such as: ŁKey block, page, and field error messages (including links to page-level errors) ŁSystem prompts ŁSuccessful save of data ŁAutohelp information ŁConfidential and deceased messages ŁRecord-specific messages ŁNumber of messages to be corrected to continue in the page The following sample shows an error message in the Notification Center: /n 12Banner 9.x Getting Started Guide |Banner 9.x User Interface Key blockThe first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All information on the page refers to the key block. The key block stays on the page as subsequent sections are displayed. When the cursor is in the key block, enterable fields in the key block are enabled. When you leave the key block, enterable fields in the key block are disabled. SectionsPage are divided into sections that contain ad ditional details for the key information. Each section contains related information. If a section cannot be modified, the phrase (READ ONLY) is displayed next to the section name. If a user has a query-only role for an entire page, the phrase (READ ONLY) is displayed next to the name of each section. Sections of data are accessed by scrollin g up and down the page. Some sections are accessed by using tabs that group informati on in a meaningful way. Subtabs denote child records of a parent or master section. ButtonsBanner 9.x pages include several buttons. Go To... button The Go To ... button, located next to the bread crumb trail, provides quick navigation as follows: /n 13Banner 9.x Getting Started Guide |Banner 9.x User Interface Tools button The Tools button is located next to the Go To... button. Select Tools > View > Item Properties to view properties for the current field. The properties that are displayed depend on the type of field. Additional Information buttonIf supplemental data can be entered for a section, the Additional Information button is displayed next to the section name. An active button is displayed as follows: ŁThe button is displayed with lines if supplemental data can be entered for the record. ŁThe button is displayed with a check mark if supplemental data already exists for the record. If supplemental data cannot be entered for a section, the button is not displayed. Refer to fiSupplemental Data Enginefl on page26 for more details. To access a specific page:Click Go To ... and enter the short page name (such as SCACRSE) or the long page name (such as Basic Course Information). Then click the returned page name. To search for a page:Click Go To ... and enter three or more letters of the short or long page name. Then click the name of the desired page in the list of potential matches. To go to an open page:Click Go To ... > Currently Open. Then click the name of the desired page in the list of currently open pages. Note: An icon is displayed ne xt to the name of an open page if the page has unsaved changes. To go to a recently opened page:Click Go To ... > Recently Opened . Then click the desired page name in the list of recently opened pages. To go to a related page:Click Go To ... > Related to Current . Then click the desired page name in the list of related pages. Note: Related pages are the pages that appeared in the Banner 8.x Options Menu for page-to-page navigation. /n 14Banner 9.x Getting Started Guide |Banner 9.x User Interface Insert buttonThe + Insert button, located at the bottom of some sect ions, is used to add a record in that section.Collapse and expand buttons The and buttons are alternately located to the left of the section name. Use the button to collapse the section. Use the button to expand the section. Section navigation buttonsThe Next Section and Previous Section button are located at the bottom of each page. Use the Next Section button to navigate to the next section of data. Use the Previous Section button to navigate to the previous section of data. Required fieldsAn asterisk () displayed next to a section nam e indicates the section contains a field that requires a value before you save the record. An asterisk () displayed next to a field name indicates the field requires a value before you continue on the page. Field display optionsIn sections that have multiple records, you can mouse over a field label to display the button next to the field label. This button displays sort options (if available) and a list of fields in the section. You can: ŁSelect the Sort Ascending option (if available) to sort records in ascending order, based on the field value. ŁSelect the Sort Descending option (if available) to sort records in descending order, based on the field value. ŁSelect the check box next to a field name to display the field label in the section, or clear the check box next to a field name to remove the field label from the section. The following example shows the display options for the Source field. You can sort in ascending order, sort in descending order, and choose whether the Source and/or Agreement Date fields should be displayed. /n 15Banner 9.x Getting Started Guide |Banner 9.x User Interface If values for a field can be sorted, an up or down arrow next to the field name indicates the current sort order for the field. You can click the field label to reverse the sort order. DatesEach Banner 9.x application has a messages.properties file. Settings in this file determine how dates are entered and displayed. If you enter two or more characters for a date, Banner uses these settings to auto-complete the date. Note: If you enter a single, non-numeric value for the date, Banner 9.x displays the system date. /n 16Banner 9.x Getting Started Guide |Banner 9.x User Interface Lookups The lookup feature allows you to quic kly look up a value for a field. The Lookup button next to a field indicates the field has the lookup feature. As you enter a value in a field that has the lo okup feature, a list of potential matches is displayed. You can select a value from the lookup results. You can also click the Lookup button, enter a filter value, and press Enter to display results that match the filter cr iteria. Select a value and click OK, or double-click a value to return the value to the calling page. /n 17Banner 9.x Getting Started Guide |Banner 9.x User Interface FilteringYou can filter data in a section if there is an active Filter button next to the section name. Use the following steps to filter data in a section. 1.Click the active Filter button for the section. 2.Choose the field you want to filter from the Select a field... drop-down list. 3.Choose an operator from the Contains drop-down list. The available operators depend on the ty pe of field (numeric, alphanumeric, date, check box, or other). For example, the Contains operator is available for alphanumeric and other fields only. The Between operator includes the values entered. For example, for codes fibetweenfl 1 and 5, the values 1, 2, 3, 4, and 5 are considered. Required fields do not use the Is Null and Is Not Null operators. /n 18Banner 9.x Getting Started Guide |Banner 9.x User Interface 4.Enter a value for the field that you selected. 5.(Optional) If you want to add a nother field to the filter crit eria, choose a field from the Add Another Field... field, select an operator, and enter a value for the field that you selected. Repeat this step until all filter criteria are entered. 6.(Optional) If you want to remove a filter criteria, click Remove next to the filter criteria.7.(Optional) If you want to remo ve all filter criteria, click Clear All . Then re-enter the filter criteria.8.When all filter criteria are entered, click Go to display the filter results. The number of records retrieved is displayed at the top of the section. If the results for a field can be sorted, an up or down arrow is displayed next to the field name. You can reverse the sort order by clicking the field label. 9.(Optional) If you want to pe rform another filter, click Filter Again .10. (Optional) If you want to close the filter and display all unfiltered records, click Display all unfiltered results .Note: The Display all unfiltered results button is not available on pages that open to the Filter Record window. /n 19Banner 9.x Getting Started Guide |Banner 9.x User Interface Advanced filtering Advanced filtering is implemented on Ban ner 9.x query pages. You can perform an advanced filter on any fields on these page s. Use the following steps to perform advanced filtering. 1.Access a page that uses advanced filterin g. The Filter Records section is displayed. 2.For each displayed filter field: 2.1. Choose an operator from the Contains drop-down list. The available operators depend on the type of field (numeric, alphanumeric, date, check box, or other). For example, the Contains operator is available for alphanumeric and other fields only. The Between operator includes the values entered. For example, for codes fibetweenfl 1 and 5, the values 1, 2, 3, 4, and 5 are considered. Required fields do not use the Is Null and Is Not Null operators. 2.2. Enter a value for the field. 3.(Optional) If you want to add a nother field to the filter crit eria, choose a field from the Add Another Field... field, select an operator, and enter a value for the field that you selected. Repeat this step until all filter criteria are entered. 4.(Optional) If you want to remove a filter criteria, click Remove next to the filter criteria.5.(Optional) If you want to remo ve all filter criteria, click Clear All . Then re-enter the filter criteria.6.When all filter criteria are entered, click Go to display the filter results. The number of records retrieved is displayed at the top of the section. If the results for a field can be sorted, an up or down arrow is displayed next to the field name. You can reverse the sort order by clicking the field label. 7.(Optional) If you want to pe rform another filter, click Filter Again .8.When you have the results you want, choose a record and click Select to return the data to the calling page, or click Cancel to cancel the filter. /n 20Banner 9.x Getting Started Guide |Banner 9.x User Interface Note: If the page was accessed directly, the Cancel and Select buttons are disabled. HelpBanner 9.x provides online help for pages, fi elds, and task. Banner 9.x also lists item properties for the field where t he cursor is currently located. Online helpNote: Your site administrator installs and configures online help. Instructions are contained in the Banner Middle Tier Implementation Guide.Banner online help contains information about the pages, fields, and tasks for a specific Banner application. Online help is accessed in a web browser through Banner. Help can also be made available offline by downloading a .zip file of online help for a Banner application and installing it on your local computer. You can use offline help even when you are not connected to Banner. Help, whether accessed through Banner or locally , for each application includes a .pdf file that contains the same information in a print-ready format. Access online help fo r the current page Click Help in the upper right corner to access online help for the current Banner page. Browse to another page When you are in online help, use the following steps to display help for another page in the application. 1.Click in the upper left co rner of the help page. 2.Select the Contents tab. 3.Browse to and click the name of the desired page. /n 21Banner 9.x Getting Started Guide |Banner 9.x User Interface Search for topics When you are in online help, use the following steps to search online help in the application. 1.Click in the upper left co rner of the help page. 2.Select the Search tab. 3.Enter the search string. 4.Click Go.5.Select the desired page from the displayed list. Item PropertiesItem Properties lists all properties for the fiel d where the cursor is currently located. Item properties include the field™s internal database name, whether it is required, type of data (character or numeric), and maximum length. The specific properties that are displayed depend on the type of field. To display Item Properties for a field, place the cursor in the field and select Tools > View > Item Properties ./n 22Banner 9.x Getting Started Guide |Advanced Features Advanced FeaturesThis chapter describes advanced Banner® 9.x features. Menu maintenance The Banner 9.x administrative and self -service menus provide easy access to administrative and self-service pages. The following sections give the steps for adding menu options to the administra tive and self-service menus. Add a menu option to the administrative menuThe administrative menu lets you select a product, application, and administrative page. The following graphic shows an example: There are two ways to add an option to the Banner 9.x administrative menu.You can manually define the display option for a page by using the Object Maintenance (GUAOBJS) page, or you can rebuild the menu. Method 1 - Manually define the display option for a page Use the following steps to manually define the option that displays a Banner 9.x page on the administrative menu. 1.Access the Banner9 Module and Page Maintenance (GUAPAGE) page in Banner 8.x. 2.Verify that the Banner 9.x page is defined on GUAPAGE. /n 23Banner 9.x Getting Started Guide |Advanced Features 3.Access the Object Maintenance (GUAOBJS) page in Banner 8.x. 4.Scroll to or query the Banner 9.x page. 5.Set the Banner8/Banner9 Display Option to one of the following values: 6.Make sure that all parent menus for the page (going back to the Main Menu) have the Banner8/Banner9 Display Option set to one of the following values: All (Banner8 & Banner9) Banner9 Only Example: The Basic Course Information (SCACRSE) page is displayed using the following menus: Student (STUDENT) > Course Catalog (CATALOG). Both the STUDENT and CATALOG menus need Banner8/Banner9 Display Option set to All (Banner8 & Banner9) or Banner9 Only .7.Save all changes on GUAOBJS. 8.Access the Banner 9.x administrative menu and test the link for the new menu option. Method 2 - Rebuild the administrative menuThe menu option for a page is added to the Banner 9.x administrative menu when the menu is rebuilt. The administrative menu is automatically rebuilt whenever the following changes are made: ŁAn object description is changed on th e Object Maintenance (GUAOBJS) page. ŁA menu item is changed on the Menu Maintenance (GUTGMNU) page. The Banner 9.x page must be defined on GUAP AGE before the menu is rebuilt. Based on the presence of a GUAPAGE record, the rebuild automatically sets the Banner8/Banner9 Display Option on GUAOBJS to the correc t value for the new page. After the menu is rebuilt, test the link for the new menu option. Disable a menu option on the Banner 8.x administrative menuIn some cases, the Banner 8.x version of a page is still supported after the page is converted to Banner 9.x. Use the following steps if you want to remove the Banner 8.x version of the page from the Banner 8.x administrative menu. 1.Access the Object Maintenance (GUAOBJS) page in Banner 8.x. 2.Scroll to or query the page that you want to update. All (Banner8 & Banner9) Display the menu option on both the Banner 8.x and Banner 9.x menus. Banner9 Only Display the menu option on the Banner 9.x menu only. /n 24Banner 9.x Getting Started Guide |Advanced Features 3.Update the Banner8/Banner 9 Display Option to Banner9 Only .4.Save all changes on GUAOBJS. 5.Log out of Banner 8.x. 6.Log in to Banner 8.x again. 7.Verify that the administrative menu no longer displays an option for the page. Add a menu option to the self-service menuThe self-service menu lets yo u select a select a product, ap plication, and self-service page. The following graphic shows an example: The self-service menu is main tained in Banner Web Tailor. Use the following steps to add an option to the self-service menu. 1.Access Banner Web Tailor 8.x. 2.Select Menu Items on the Web Tailor Menu. 3.In the Search by Name field, enter the name of the menu where you want to add the menu option. Example: Enter bmenu.P_MainMnu if you want to add the menu option to the top- level menu. 4.Click Search.5.Click the link for the menu name in the list of search results. 6.Click Add a New Menu Item ./n 25Banner 9.x Getting Started Guide |Advanced Features 7.Enter the following information on the Create a New Menu Item page: 8.Click Submit Changes .9.Access the Banner 9.x self-s ervice menu and test the link for the new menu option. Value-Based Security Banner™s Value-Based Securi ty (VBS) uses Oracle™s Fi ne-Grained Access Control (FGAC) to provide row-level security to Banner data. VBS in cludes the following features: ŁSecurity is implemented once and enforced by all products and tools that access the database. ŁFlexible group rules can be developed and maintained for business profiles and users. You can set up and change FGAC security de finitions as business practices change. ŁFGAC security applies to all Banner processing, including Banner 9.x administrative and self-service applications. ŁUsers, individual Banner pr ocesses, and jobs can be excluded from FGAC security. ŁFGAC security rules (predicate s) can include one or multiple columns. Oracle table rows can also be secured based on column values or other data elements. Field Description URLFully qualified link to the Banner 9.x self-service application. Example: https://xe.school.edu:8080/SelfService BannerGeneralEventManagement/ssb/ eventsYou must enter the full URL. Banner 9.x cannot dynamically build the URL due to the different ways that applications can be deployed. For example, delivered URLs might be renamed, or applications might be deployed on different servers. Note: This requirement for a fully qualified URL applies to Banner 9.x only. Banner 8.x dynamically builds URLs, so it does not need a fully qualified URL. Link TextText that is displayed on the menu for the self-service page. EnabledChecked Database ProcedureCleared Submenu IndicatorCleared /n 26Banner 9.x Getting Started Guide |Advanced Features Banner 8.x pages are used to establish FGAC policy rules on a table, table relationships, and user access rules. If a self-service user has an Oracle username, the database connections is proxied for that user. This means that FG AC rules may apply, and the audit trail should reflect the actual user. If the user does not have an Or acle username, then FGAC is not in effect. Supplemental Data Engine The Supplemental Data Engine (SDE) allows y ou to store data that is not part of the existing Banner data model. The new data is displayed in the Additional Information window. If supplemental data exists for a section of a page, the Additional Information button is displayed next to the section name. The button opens the Additional Information window where information can be viewed, edited, or added. When information is added or changed, you are prompted to save the changes now or later. You can continue to work on the primary page. The following example shows a sample Additional Information window. Your institution defines the data that is entered in this window. Multi-Entity ProcessingMulti-Entity Processing (MEP) is available with Banner 9.x. ExamplesBanner is set up with two institutions: Bann er University and Alternate University. /n 27Banner 9.x Getting Started Guide |Advanced Features Scenario 1 - User is assigned to both institutionsWhen the user logs in, the Multi-Entity Processing window shows both institutions: The user can take one of the following actions: ŁSelect one of the institutions, click Ok, and continue to the Main Menu. ŁNot select an institution, click Ok, and be logged in to the default institution. ŁClick Cancel, and be logged in to the default institution. The Default indicator identifies the def ault institution for the us er. A user can only have one default institution. Scenario 2 - User is assigned to one institutionWhen the user logs in, the user is automatica lly logged in to the assigned institution. The header displays the assigned institution. Scenario 3 - User is not assigned to any institutionWhen the user logs in, the user is automa tically logged in to the default institution. Institution assignments The Oracle/Banner VPD Security Maintena nce (GSAVPDI) page defines institution information: ŁThe Institution Codes tab shows the institution codes that are defined for an installation. The System Default indicator identifies the default institution. ŁThe User Assignment tab shows all users, their inst itution assignments, and their default or home institution. If your institution allows cross-institution viewing on specific pages, you can switch institutions without leaving t he page. Refer to fiHow to Switch Between Institution Codesfl in the Multi-Entity Processing Implementation Guide . In Banner 9.x, the (Change) link is located in the top right corner of the page. /n 28Banner 9.x Getting Started Guide |Advanced Features Data masking Data masking is used to partially or comp letely obscure data in selected fields. The GORDMSK table stores applic ation, block, and column information for data masking. A Banner 9.x script populates the fields that are used with Banner 9.x. The script can be run at any time. Determine the block ID and the item IDA masking rule for a Banner 9.x page requires the block ID and item ID for the data that is being masked. Use the following steps to determine the block ID and item ID. 1.Log in to Banner 9.x. 2.Access the Banner page where you want to mask data. 3.Navigate to the field to be masked. 4.Select Tools > View > Item Properties .5.View the displayed values for the block ID and item ID. These values will be entered on GORDMSK in the Banner9 Block ID and Banner9 Item ID fields.Create a masking ruleThe GORDMSK page is used to create masking rules for both Banner 9.x pages and Banner 8.x pages. The following instructions apply to masking rules for Banner 9.x pages only, not to masking rules for Banner 8.x pages. The specific steps to mask a field on a Banne r 9.x page depend on whether the field is already masked on the corresponding Banner 8.x page. The following sections give masking steps if the field is not masked in Banner 8.x, and masking steps if the field is masked in Banner 8.x. If the field is not masked in Banner 8.xUse the following steps to mask a field on a Banner 9.x page if the corresponding Banner 8.x page does not exist, or if the field is not masked on the corresponding Banner 8.x page. 1.Access the Object Maintenance (GUAOBJS) page in Banner 8.x. 2.Verify that the Banner 9.x page is defined on GUAOBJS. 3.Access the Data Display Mask Colu mns (GORDMCL) page in Banner 8.x. /n 29Banner 9.x Getting Started Guide |Advanced Features 4.Verify that the Banner 9.x page has at le ast one row on GORDMCL. Data in the row can be arbitrary, but the following values are recommended if no other row exists: 5.Access the Banner9 Module and Page Maintenance (GUAPAGE) page in Banner 8.x. 6.Verify that the Banner 9.x page is defined on GUAPAGE. 7.Access the Data Display Masking Ru les (GORDMSK) page in Banner 8.x. 8.Enter the object code for the Banner 9.x page in the Object field.9.Go to the next block. 10. Enter the following data for the field that is being masked: 11. Set up other masking criteria as needed (for example, visibility and conceal). 12. Save all changes on GORDMSK. If the field is masked in Banner 8.xUse the following steps to mask a field on a Ba nner 9.x page if the field is already masked on the corresponding Banner 8.x page. 1.Access the Banner9 Module and Page Maintenance (GUAPAGE) page in Banner 8.x. 2.Verify that the Banner 9.x page is defined on GUAPAGE. FieldValue BlockBanner9ItemBanner9Data Type Character Length 1Field Description BlockBanner 9 block ID from Banner 9.x Item Properties. You can enter a mixed case ID. You can use the list of values to populate the field. ItemBanner 9 item ID from Banner 9.x Item Properties. You can enter a mixed case ID. You can use the list of values to populate the field. Banner9 Object Name Name from the list of values Banner9 Block IDBanner 9 block ID. Must match the value in the Block field. Banner9 Item ID Banner 9 item ID. Must match the value in the Item field. /n 30Banner 9.x Getting Started Guide |Advanced Features 3.Access the Data Display Masking Ru les (GORDMSK) page in Banner 8.x. 4.Enter the object code for the Banner 9.x page in the Object field.5.Go to the next block. 6.Verify that there is a masking rule for the field on the corresponding Banner 8.x page. The Block field displays the Banner 8.x block ID. The Item field displays the Banner 9.x item ID. 7.Enter the following data: 8.Set up other masking criteria as needed (for example, visibility and conceal). 9.Save all changes on GORDMSK. Object maintenanceThe following tables and page are used to maintain Banner 9.x objects: Field Description Banner9 Object Name Name from the list of values. Banner9 Block IDBanner 9 block ID from the Banner 9.x Item Properties. Banner9 Item ID Banner 9 item ID from the Banner 9.x Item Properties. ObjectDescription GUBMODU table Stores URLs for Banner 9.x modules. Each module requires a fully qualified URL: http://yourhostname/yourmodulename/ GUBPAGE table Stores Banner 9.x page names, and maps each page to a Banner 9.x module. GOBDOMN table Stores fields in each domain, information for block and column names, and component block and column names. GUAPAGE page Used to create modules and pages and then assign the pages to specific modules. An object can exist in only one module. /n 31Banner 9.x Getting Started Guide |Advanced Features Security auditingThe following objects are used for Banner 9.x security auditing: Related pages The Go To ... > Related to Current button displays a list of related pages that a user can access from the currently displayed page. Related pages in Banner 9.x are the same as the pages that are displayed on the Options Menu in Banner 8.x. A page must exist in Banner 9.x for it to be displayed on the list of related pages. In addition, the related page must be defined on the Options Maintenance (GUAOPTM) page in Banner 8.x with an option rule as follows: ŁThe rule must have a Type Indicator of L (Trigger Calling Form) and a Trigger Name of GOTO_Form .orŁThe rule must have a Type Indicator of F (Form). Data extract You can extract data from a Banner 9.x page to an Excel spreadsheet (.xls). You can then graph and report the extracted Banner data. Note: This feature is only available on pages that have a key block. ObjectDescription GSPSECR packageProcesses encoded passwords and tracks login data GOVUROL viewUsed with security processing GURLOGN tableStores the number of times the user logs in to the application, first login date, and last login date GSASECR pageStores information on the number of times the user logs in to the application, first login date, and last login date. GSAAUDT pageDisplays the Banner9 Object Name , Banner9 Block ID , and Banner9 Item ID fieldsGURWAPP tableStores database specific release numbers GURWADB tableStores database specific release information /n 32Banner 9.x Getting Started Guide |Advanced Features Enable the data extract option The data extract option must first be enabled. Use the Data Extract Option field on the Object Maintenance (GUAOBJS) page to enable the data extract option for a page. You can set the option to extract both key data and detail data, or detail data only. You can enable the option on any Banner 9.x page that has a key block. Extract data After the data extract option is enabled, use the following steps to extract data on a Banner 9.x page. 1.Access the Banner 9.x page that has the data you want to extract. 2.Enter data in the key block. 3.Click Go to display the desired records. If the data extract option is enabled, the Data Extract button is enabled. 4.Click Data Extract to display the Data Extract window. 5.Select Excel Spreadsheet (.xls) as the file format. 6.Click Next.7.Select that data that you want to extract. By default, all data are selected. You can clear any check boxes, if you wish. 8.Click Next. to start the extract. 9.After the data is extracted, click Download or view the file. 10. Open the file or save the f ile as an Excel file (.xls). /n 33Banner 9.x Getting Started Guide |Terminology Terminology This chapter compares Banner® 8.x terminology with Banner 9.x terminology for the following languages: ŁEnglishŁSpanish ŁPortuguese (Brazil) ŁArabic ŁFrench (France) ŁFrench (Canada) Note: Oracle Forms terminology is not used in Banner 9.x. EnglishThe following table compares Banner 8.x terminology with Banner 9.x terminology for an English implementation. Banner 8.x Banner 9.x General Menu (GUAGMNU) Main Menu Form Page Direct Access (Expert Mode) Go To field on the Main Menu Window (referred to in online help and user documentation as main window or secondary window)Pages scroll with all sections included on the page or tabbed within the page. Some windows are still used for alerts (such as, Do you want to save your changes?) and to default or copy data. Key block Key blockBlockSection, information, data /n 34Banner 9.x Getting Started Guide |Terminology Next Block ŁClick Go in the key block to access the first section of data. ŁClick Next Section to access the next section in order. ŁClick Page Down or use the scrollbar to access additional sections. Previous Block ŁClick Previous Section to access the previous section of data. ŁClick Page Up or use the scrollbar to access additional sections. Form tab, subtab Page tab, subtab Scrollbar Scrollbar Navigation pane Navigation pane Field Field; required field has asterisk () Indicator Indicator Check box Check box Radio group Radio group Radio button Radio button Pulldown Pulldown or dropdown ButtonButtonLink Link Search button Open Lookup Window button List of Values/List Open Lookup Window button CommitSave button RollbackStart Over button Options MenuGo To... > Related to Current button Option List Open Lookup Window button for the fieldAutohint Autohelp (display ed in the Notification Center) Query Filter Enter Query Filter button Execute Query Go in the Filter Records section Extended Query Advanced filter Banner 8.x Banner 9.x /n 35Banner 9.x Getting Started Guide |Terminology Spanish La terminología de Oracle ya no se usa en Banner 9.x. Se lista una nueva terminología en un formato de "antes y después". Los término s anteriores se listan debajo de Banner 8.x. Los nuevos términos se listan debajo de Banner 9.x. Count Query HitsView results Wildcard, % or _W ildcard, % or _ Previous RecordShift + tab or mouse Next RecordEnter or tab or mouse Clear/Remove Record Delete button Insert Record Insert button at top or bottom of a sectionDuplicate Record Copy button within a section (for example, Copy Term Data button) Previous ItemShift + tab or mouse Next ItemEnter or tab or mouse Clear ItemBackspace Duplicate Item Copy button in a section header Edit function/Comments button Open Multi-Line popup button Help (Item Properties) Tools > View > Item Properties Show KeysMouse-over tool tips Data Extract Data Extract buttonCalendar button Calendar button Supplemental Data ( Lightbulb button) Additional Information button Banner 8.x Banner 9.x Menú General (GUAGMNU) Página de Menú Principal Forma Página Banner 8.x Banner 9.x /n 36Banner 9.x Getting Started Guide |Terminology Acceso Directo (Modo Experto) Campo de Ir a... en la página de Menú Principal Ventana (se hace referencia a ella en la ayuda en línea/documentación de usuario como principal o secundario) Las páginas ahora se desplazan con todos los bloques y ventanas incluidas en la página o se recorre dentro de la página. Algunas ventanas se siguen usando para alertas (como es, ¿Desea guardar sus cambios?) y para pr edefinir o copiar datos. Bloque Clave Bloque clave Bloque Sección, Información, Datos Bloque Siguiente ŁEl botón de Ir desde el bloque Clave, dibuja la página y accede a la primer sección de datos. ŁUse el botón de Flecha Abajo con subrayado para ir a la sección siguiente de los datos.ŁUse Av Pág o desplácese para las secciones adicionales de datos. Bloque Anterior ŁUse el botón de Flecha Arriba con subrayado para ir a la sección anterior de datos. ŁUse Re Pág o desplácese para las secciones adicionales de datos. Pestaña de Forma, Subpestaña Pestaña de Página, Subpestaña Barra de Desplazamiento Barra de Desplazamiento Cuadro de Navegación Cuadro de Navegación Campo Campo, el campo es requerido si tiene un asterisco () Indicador Indicador Cuadro de elección Cuadro de elección Grupo Radial Grupo Radial Botón radial Botón radial Desplegar Desplegar Botón BotónLiga Liga Botón Buscar El botón Buscar , fi–fl muestra que la búsqueda está disponible para el campo Banner 8.x Banner 9.x /n 37Banner 9.x Getting Started Guide |Terminology Lista de Valores/Lista El botón Buscar , fi–fl muestra que la búsqueda está disponible para el campo Grabar Botón GuardarDeshacer Botón Recomenzar Menú de Opciones Botón Ir a... > seleccionar Relacionado a ActualLista de Opciones Las opciones se despliegan con la búsqueda para el campo Autosugerencia Autoayuda (desplegada en el Centro de Notificación ) Consulta FiltrarIngresar Consulta Clic en el botón de Filtro (embudo) Ejecutar Consulta Clic en Ir en la ventana de Filtro Consulta Extendida Filtro Avanzado Conteo de Aciertos Ver resultados Comodín, % o _ Comodín, % o _ Registro Anterior Shift+Tab o Ratón Registro Siguiente Intro o Tab o Ratón Limpiar/Eliminar RegistroClic en el botón Eliminar (-) en la parte superior de la sección. Insertar Registro Clic en el botón de Insertar (+) en la parte derecha de la sección o botón +Insertar al final de la sección. Duplicar Registro Botón Copiar en la sección de datos (Copiar Datos de Periodo , Copiar NRC, etc.) Elemento Anterior Shift+Tab o Ratón Elemento Siguiente Intro o Tab o Ratón Limpiar Elemento Retroceso Duplicar Elemento Clic en el botón de Copiar (doble cuadro) en la parte superior derecha de la sección.Función Editar /botón de Comentarios No aplica, las secciones de texto se despliegan en las páginas Ayuda (Propiedades Elementos) Botón de Herramientas > Ver - Propiedades de Elementos Banner 8.x Banner 9.x /n 38Banner 9.x Getting Started Guide |Terminology Portuguese (Brazil)A terminologia da Oracle não é mais usada no Banner 9.x. Uma nova terminologia é apresentada abaixo no formato "antes e depois ". Os termos anterior es são apresentados no Banner 8.x. Os termos novo s são apresentados no Banner 9.x. Mostrar TeclasSugerencias de herramientas al pasar el ratón por encima Extraer DatosBotón en la esquina superior derecha de la sección con la página y flecha derecha Botón de CalendarioBotón de Calendario Datos Suplementarios (botón de Bombilla ) Botón de Información Adicional (página con líneas) en la sección Banner 8.x Banner 9.x Menu Geral (GUAGMNU) Página do Menu Principal Form Página Acesso Direto (Modo Avançado) Campo Ir para... na página do Menu Principal Janela (apresentada na documentação do usuário/ajuda online como principal ou secundária)As páginas agora são apresentadas com todos os blocos e janelas incluídos na página ou tabuladas dentro da página. Algumas janelas ainda são usadas para alertas (por exemplo, Deseja salvar suas alterações?), para predefinir ou copiar dados. Bloco de chaves Bloco de chaves BlocoSeção, Informações, Dados Próximo Bloco ŁO botão Ir no bloco de chaves, desenha a página e acessa a primeira seção de dados. ŁUse o botão Seta para abaixo com sublinhado para a próxima seção de dados na sequência ŁUse a tecla Página para baixo ou Barra de rolagem para outras seções de dados Banner 8.x Banner 9.x /n 39Banner 9.x Getting Started Guide |Terminology Bloco anterior ŁUse o botão Seta para cima com sublinhado para voltar à seção de dados ŁUse a tecla Página para cima ou a barra de rolagem para outras seções de dados Guia Form, Subguia Guia Página, Subguia Barra de rolagem Barra de rolagem Painel de navegação Painel de navegação CampoOs campos co m asteriscos são obrigatórios () Indicador Indicador Caixa de seleção Caixa de seleção Agrupar botão de rádio Agrupar botão de rádio Botão de rádio Botão de rádio Pulldown (Suspenso) Pulldown ou Dropdown Botão BotãoLink Link Botão Pesquisar O botão Pesquisar , fi–fl exibe a pesquisa que está disponível para o campo Lista de valores/Lista O botão Pesquisar , fi–fl exibe a pesquisa que está disponível para o campo ConfirmarBotão SalvarReverterBotão Reiniciar Menu de opções Botão Ir para... > selecionar Relacionado à atualização Lista de opções As opções são exibidas fazendo uma pesquisa no campo Dica automática Autoajuda (exibida no Centro de Notificação) Consulta FiltroDigitar consulta Clique no botão Filtro (funil)Executar consulta Clique em Ir na janela de Filtro Consulta estendida Filtro avançado Resultado da consulta Visualizar resultados Curinga, % ou _ Curinga, % ou _ Banner 8.x Banner 9.x /n 40Banner 9.x Getting Started Guide |Terminology ArabicRegistro anterior Shift+Tab ou Mouse Próximo registro Enter ou Tab ou Mouse Apagar/Remover registro Clique no botão Apagar (-) no canto superior direito da seção Inserir registroClique no botão Inserir (+) no canto superior direito da seção ou no botão + Inserir no canto inferior da seção Duplicar registro Botão Copiar na seção de dados ( Copiar dados do período , Copiar CRT etc.) Item anterior Shift+Tab ou Mouse Próximo item Enter ou Tab ou Mouse Apagar item Retrocesso Duplicar item Clique no botão Copiar (quadrado duplo) no canto superior da seção Função Editar/botão de Comentários Não aplicável, as seções de texto são exibidas nas páginas Ajuda (Propriedades do item) Botão Ferramentas > Visualizar - Propriedades do item Exibir teclasPassar o mouse sobre as dicas de ferramentas Extrair dados Botão no canto superior direito da seção com seta para direita e seta para página Botão Calendário Botão Calendário Botão Dados complementares (Lâmpada )Botão Informações adicionais (página com linhas) na seção Banner 8.x Banner 9.x /n 41Banner 9.x Getting Started Guide |Terminology /n 42Banner 9.x Getting Started Guide |Terminology /n 43Banner 9.x Getting Started Guide |Terminology French (France) La terminologie Oracle n™est plus utilisée dans Banner 9.x. Toute nouvelle terminologie est répertoriée ci-dessous sous la forme avant/après. Les anciens termes sont répertoriés sous Banner 8.x et les nouveaux sous Banner 9.x. Banner 8.x Banner 9.x Menu général (GUAGMNU) Page de menu principal Formulaire Page Accès direct (Mode expert) Aller à... (champ sur la page de menu principal) Fenêtre (en référence à l™aide ou la documentation utilisat eur en ligne comme principale ou secondaire) Il est maintenant possible de faire défiler les pages pour afficher tous les blocs et les fenêtres sur la page ou sur les onglets de la page. Certaines fenêtres sont toujours utilisées pour les alertes (par exemple, Voulez- vous enregistrer vos modifications?) et pour donner une valeur par défaut ou copier des données. Bloc cléBloc clé BlocSection, Informations, Données /n 44Banner 9.x Getting Started Guide |Terminology Bloc suivantŁBouton Lancer du bloc clé, la page s™affiche et l™utilisateur accède à la première section de données ŁUtiliser la flèche vers le bas avec soulignement pour la section de données suivante ŁUtiliser Page suivan te ou la barre de défilement pour accéder aux autres sections de données Bloc précédentŁUtilizes la flèche vers le haut avec soulignement pour la section de données précédente ŁUtiliser Page précédente ou la barre de défilement pour accéder aux autres sections de données Onglet de formulaire, Sous-ongletOnglet de page, Sous-onglet Barre de défilement Barre de défilement Panneau de navigation Panneau de navigation Champ Champ, champ requis indiqué par astérisque () Indicateur Indicateur Case à cocherCase à cocherGroupe de boutons radio Groupe de boutons radio Bouton radio Bouton radio Menu déroulant Menu déroulant Bouton Bouton Lien Lien Bouton de recherche Bouton de recherche , fi–fl indique que la recherche est disponible pour le champ Liste de valeurs/Liste Bouton de recherche , fi–fl indique que la recherche est disponible pour le champ Valider Bouton Enregistrer Retour arrière Bouton Recommencer Menu Options Bouton Aller à... > cliquer sur Associé(s) à actuel Liste d™options Les options sont affichées avec la recherche pour le champ Pense-bête automatique Message d™aide automatique (affiché dans le centre de notification) Banner 8.x Banner 9.x /n 45Banner 9.x Getting Started Guide |Terminology RechercheFiltre, Filtre rapide Saisir la rechercheCliquer sur le bouton Filtrer (entonnoir) Exécuter la recherche Cliquer sur Lancer dans la fenêtre de filtreRecherche étendue Filtre avancé Compter résultats Afficher résultats Caractère générique, % ou _ Caractère générique, % or _ Enregistrement précédent Maj+tabulation ou souris Enregistrement suivant Entrée ou tabulation ou souris Effacer/Supprimer enregis trementCliquer sur bouton Supprimer (-) en haut à droite de la section Insérer enregistrement Cliquer sur le bouton Insérer (+) en haut à droite de la section ou le bouton + Insérer en bas de la section Dupliquer enregistrement Bouton Copier dans la section de données ( Copier données de semestre , Copier NRE, etc.) Élément précédent Maj+tabulation ou souris Élément suivant Entrée ou tabulation ou souris Effacer élément Espacement arrière Dupliquer élémentCliquer sur bouton Copier (deux carrés) en haut à droite de la section Fonction Éditer/bouton d™observations Sans objet, les sections avec texte sont affichées sur les pages Aide (Propriétés d™élément) Bouton Outils > Afficher Œ Propriétés d™élément Afficher touches Infobulles qui s™affichent lors d™un survol souris Extraire données Bouton en haut à droite de la section avec page et flèche vers la droite Bouton Calendrier Bouton Calendrier Données supplémentaires (Bouton Ampoule)Bouton Informations supplémentaires (page avec lignes) sur la section Banner 8.x Banner 9.x /n 46Banner 9.x Getting Started Guide |Terminology French (Canada)La terminologie Oracle n™est plus utilisée dans Banner 9.x. Toute nouvelle terminologie est répertoriée ci-dessous sous la forme avant/après. Les anciens termes sont répertoriés sous Banner 8.x et les nouveaux sous Banner 9.x. Banner 8.x Banner 9.x Menu général (GUAGMNU) Page de menu principal Formulaire Page Accès direct (Mode expert) Aller à... (champ sur la page de menu principal) Fenêtre (en référence à l™aide ou la documentation utilisat eur en ligne comme principale ou secondaire) Il est maintenant possible de faire défiler les pages pour afficher tous les blocs et les fenêtres sur la page ou sur les onglets de la page. Certaines fenêtres sont toujours utilisées pour les alertes (par exemple, Voulez- vous enregistrer vos modifications?) et pour donner une valeur par défaut ou copier des données. Bloc cléBloc clé BlocSection, Informations, Données Bloc suivantŁBouton Lancer du bloc clé, la page s™affiche et l™utilisateur accède à la première section de données ŁUtiliser la flèche vers le bas avec soulignement pour la section de données suivante ŁUtiliser Page suivan te ou la barre de défilement pour accéder aux autres sections de données Bloc précédentŁUtiliser la flèche vers le haut avec soulignement pour la section de données précédente ŁUtiliser Page précédente ou la barre de défilement pour accéder aux autres sections de données Onglet de formulaire, Sous-ongletOnglet de page, Sous-onglet Barre de défilement Barre de défilement Panneau de navigation Panneau de navigation Champ Champ, champ requis indiqué par astérisque (*) /n 47Banner 9.x Getting Started Guide |Terminology Indicateur Indicateur Case à cocherCase à cocherGroupe de boutons radio Groupe de boutons radio Bouton radio Bouton radio Menu déroulant Menu déroulant Bouton Bouton Lien Lien Bouton de recherche Bouton de recherche , fi–fl indique que la recherche est disponible pour le champ Liste de valeurs/Liste Bouton de recherche , fi–fl indique que la recherche est disponible pour le champ Valider Bouton Enregistrer Retour arrière Bouton Recommencer Menu Options Bouton Aller à... > cliquer sur Associé(s) à actuel Liste d™options Les options sont affichées avec la recherche pour le champ Pense-bête automatique Message d™aide automatique (affiché dans le centre de notification) RechercheFiltre, Filtre rapide Saisir la rechercheCliquer sur le bouton Filtrer (entonnoir) Exécuter la recherche Cliquer sur Lancer dans la fenêtre de filtreRecherche étendue Filtre avancé Compter résultats Afficher résultats Caractère générique, % ou _ Caractère générique, % or _ Enregistrement précédent Maj+tabulation ou souris Enregistrement suivant Entrée ou tabulation ou souris Effacer/Supprimer enregis trementCliquer sur bouton Supprimer (-) en haut à droite de la section Insérer enregistrement Cliquer sur le bouton Insérer (+) en haut à droite de la section ou le bouton + Insérer en bas de la section Banner 8.x Banner 9.x /n 48Banner 9.x Getting Started Guide |Terminology Dupliquer enregistrement Bouton Copier dans la section de données ( Copier données de session , Copier NRC, etc.) Élément précédentMaj+tabulation ou souris Élément suivantEntrée ou tabulation ou souris Effacer élémentEspacement arrière Dupliquer élémentCliquer sur bouton Copier (deux carrés) en haut à droite de la section Fonction Éditer/bouton d™observations Sans objet, les sections avec texte sont affichées sur les pages Aide (Propriétés d™élément) Bouton Outils > Afficher Œ Propriétés d™élément Afficher touchesInfobulles qui s™affichent lors d™un survol souris Extraire donnéesBouton en haut à droite de la section avec page et flèche vers la droite Bouton CalendrierBouton Calendrier Données supplémentaires (Bouton Ampoule)Bouton Informations supplémentaires (page avec lignes) sur la section Banner 8.x Banner 9.x /n 49Banner 9.x Getting Started Guide |Keyboard Shortcuts Keyboard Shortcuts Banner® 9.x provides full keyboard navigati on capabilities. Ke yboard shortcuts are provided as mouse-over tool tips. This chapter lists the delivered keyboard shortcuts for the following languages: ŁEnglishŁSpanish ŁPortuguese (Brazil) ŁArabic ŁFrench (France) ŁFrench (Canada) You can customize key mappings at your institution. Note: Oracle Forms function keys such as Commit, List, Duplicate Item, Edit, and Count Query Hits are not used in Banner 9.x. EnglishThe following table lists the Banner 9.x keyboard shortcuts for an English implementation. Function or buttonKeyboard shortcut Go To Alt + G GoShift + F3 RefreshAlt + 5 Start Over Shift + F2 Copy Term Alt + C End Term Alt + X Copy Record/SectionShift + F6 Insert Record Shift + F4 Delete Record Shift + F5 SaveShift + F10 Lookup F9/n 50Banner 9.x Getting Started Guide |Keyboard Shortcuts Spanish La navegación con teclado está disponible en Banner 9.x y le brinda capacidades de navegación total. Puede personalizar la asignación de las teclas en su institución. Los atajos de teclado se proveen por medio de las sugerencias de herramientas cuando se pasa el ratón por encima. Aquí están las asignaciones de atajos de teclado para la PC. FilterShift + F7 Go (on Filter)Shift + F8 Next Block/SectionPage Down Previous Block/SectionPage Up Next FieldTab Next RecordDown Arrow Previous FieldShift + Tab Previous RecordUp Arrow Clear FieldBackspace ExportAlt + 9 Expand All/ Collapse All (on a group) Alt + F2 Cancel (window)Esc When the Cancel button is displayed on an open window, the Esc key can be used to close the window. Cancel (page)Not available ExitWithout Application Navi gator: Ctrl + Shift + Q With Application Navigator: Ctrl + Shift + F HelpWithout Applicati on Navigator: Alt + F1 With Application Navigator: Ctrl + Shift + L Item PropertiesAlt + I Tools Alt + L Browse Menu Alt + M HomeShift + Home (retur ns to the Main Menu) Function or buttonKeyboard shortcut /n 51Banner 9.x Getting Started Guide |Keyboard Shortcuts Las teclas de función de Oracle como es Grabar, Listar, Duplicar Elemento, Editar y Conteo de Aciertos ya no se usan. Función/Botón Teclado Acceso Directo Alt + G Ir aShift + F3 IniciarShift + F2 Copiar Periodo Alt + C Periodo Fin Alt + X Copiar registro/sección Shift + F6 Insertar Registro Shift + F4 Eliminar Registro Shift + F5 Guardar Shift + F10 BuscarF9 Ir aAlt + G FiltroShift + F7 Ir (en Filtro) Shift + F8 Bloque/Sección Siguiente Av Pág Bloque/Sección Anterior Re Pág Campo Siguiente Tab Registro Siguiente Flecha Abajo Campo Anterior Shift + Tab Registro Anterior Flecha Arriba Limpiar Campo Retroceso Anular (ventana) Esc(Cuando una ventana se abre y se despliega un botón de Anular, la tecla de Escape se puede usar para cerrar la ventana.) Anular (página) No disponible en este momento SalirSin navegador de aplicación: Ctrl + Shift + Q Con navegador de aplicac ión: Ctrl + Shift + F Ayuda Sin navegador de aplicación: Alt + F1 Con navegador de aplicac ión: Ctrl + Shift + L /n 52Banner 9.x Getting Started Guide |Keyboard Shortcuts Portuguese (Brazil)A navegação com o teclado está disponível para o Banner 9.x e oferece total capacidade de navegação. Você pode personalizar o ma peamento da tecla em sua Instituição. Os atalhos do teclado podem ser acessados passando o mouse sobre as dicas de ferramentas. Veja aqui os mapeamentos do atalho de teclas para o computador. As teclas de função do programa Oracle como Confirmar, Listar, Duplicar item, Editar e Resultado da consulta não são mais usadas. Propiedades de ElementosAlt + I HerramientasAlt + L Menú NavegarAlt + M InicioShift + Inicio (regresar a la página Principal) Função/botão Teclado Acesso diretoAlt + G IrShift + F3 IniciarShift + F2 Copiar período Alt + C Período final Alt + X Copiar registro/seção Shift + F6 Inserir registroShift + F4 Apagar registro Shift + F5 SalvarShift + F10 PesquisarF9 Ir para Alt + G FiltroShift + F7 Ir (no filtro) Shift + F8 Próximo bloco/Seção Page Down Voltar Bloco/Seção Page Up Próximo Campo Tab Próximo Registro Seta para baixo Función/Botón Teclado /n 53Banner 9.x Getting Started Guide |Keyboard Shortcuts ArabicCampo anterior Shift + Tab Voltar Registro Seta para cima Apagar Campo Retrocesso Cancelar (janela) Esc(Quando uma janela é aberta e o botão Cancelar é exibido, a tecla Esc poderá ser usada para fechar a janela.) Cancelar (página) Não disponível neste momento SairSem aplicativo navegador: Ctrl + Shift + Q Com aplicativo navegador: Ctrl + Shift + F Ajuda Sem aplicativo navegador: Alt + F1 Com aplicativo navegador: Ctrl + Shift + L Propriedades do item Alt + I Ferramentas Alt + L Menu NavegarAlt + M Página principal Shift + Home (volta à página Principal) Função/botão Teclado /n 54Banner 9.x Getting Started Guide |Keyboard Shortcuts /n 55Banner 9.x Getting Started Guide |Keyboard Shortcuts French (France) La navigation clavier est disponible dans Banner 9.x et offre un éventail complet de capacités de navigation. Vous pouvez person naliser le mappage de votre clavier au sein de votre établissement. Les raccourcis-clavi er sont indiqués dans des infobulles qui s™affichent lors d™un survol souris. Ci-dessous les mappages de raccourcis-clavier pour PC.Les touches de fonctions d™Oracle telles que Valider, Lister, Dupliquer élément, Éditer et Compter résultants ne sont plus utilisées. Fonction/Bouton Raccourci-clavier Accès direct Alt + G Lancer Maj + F3 Recommencer Maj + F2 Copier semestre Alt + C Terminer semestre Alt + X Copier enregistrement/section Maj + F6 Insérer enregistrement Maj + F4 Supprimer enregistrement Maj + F5 Enregistrer Maj + F10 RechercherF9Aller àAlt + G FiltrerMaj + F7 Lancer (pour filtre) Maj + F8 Bloc/Section suivant Page suivante Bloc/Section précéd ent Page précédente Champ suivant Tabulation Enregistrement suivant Flèche vers le bas Champ précédent Maj + tabulation Enregistrement précédent Flèche vers le haut Effacer champ Espacement arrière /n 56Banner 9.x Getting Started Guide |Keyboard Shortcuts French (Canada)La navigation clavier est disponible dans Banner 9.x et offre un éventail complet de capacités de navigation. Vous pouvez personnaliser le mappage de votre clavier au sein de votre institution. Les raccourcis-clavier so nt indiqués dans des infobulles qui s™affichent lors d™un survol souris. Ci-dessous les mappages de raccourcis-clavier pour PC. Les touches de fonctions d™Oracle telles que Valider, Lister, Dupliquer élément, Éditer et Compter résultats ne sont plus utilisées. Annuler (fenêtre)Éch (Lorsqu™une fenêtre est ouverte et qu™un bouton Annuler est affiché, la touche d™échappement peut être utilisée pour fermer la fenêtre.) Annuler (page) Pas disponible pour l™instant QuitterSans navigateur d™application: Ctrl + Shift + Q Avec navigateur d™application: Ctrl + Shift + F AideWithout Application Navigator: Alt + F1 With Application Naviga tor: Ctrl + Shift + L Propriétés d™élémentsAlt + I OutilsAlt + L Menu ParcourirAlt + M AccueilMaj + Début (retour page principale) Fonction/Bouton Raccourci-clavier Accès direct Alt + G Lancer Maj + F3 Recommencer Maj + F2 Copier sessionAlt + C Terminer session Alt + X Copier enregistrement/section Maj + F6 Insérer enregistrement Maj + F4 Supprimer enregistrement Maj + F5 Fonction/Bouton Raccourci-clavier /n 57Banner 9.x Getting Started Guide |Keyboard Shortcuts Enregistrer Maj + F10 RechercherF9Aller àAlt + G FiltrerMaj + F7 Lancer (pour filtre) Maj + F8 Bloc/Section suivant Page suivante Bloc/Section précéd ent Page précédente Champ suivant Tabulation Enregistrement suivant Flèche vers le bas Champ précédent Maj + tabulation Enregistrement précédent Flèche vers le haut Effacer champ Espacement arrière Annuler (fenêtre) Éch (Lorsqu™une fenêtre est ouverte et qu™un bouton Annuler est affiché, la touche d™échappement peut être utilisée pour fermer la fenêtre.) Annuler (page) Pas disponible pour l™instant Quitter Sans navigateur d™application: Ctrl + Shift + Q Avec navigateur d™application: Ctrl + Shift + F AideWithout Application Navigator: Alt + F1 With Application Naviga tor: Ctrl + Shift + L Propriétés d™éléments Alt + I OutilsAlt + L Menu Parcourir Alt + M Accueil Maj + Début (retour page principale) Fonction/Bouton Raccourci-clavier /n 58Banner 9.x Getting Started Guide |Troubleshooting Troubleshooting This chapter provides troubleshooting information for Banner® 9.x. Sign in page When you sign in to Banner 9.x, log out, and sign back in, you might see a blank screen. Make sure you are not using a saved bookmark to log in to the application. The browser tries to reuse the cookie associated with yo ur session ID and causes this behavior. Use the correct URL each time you sign in to the application. You can create a bookmark for the main page, but the link should resemble the following example and should not include extra parameters. http://yourhostname/yourmodulename/banner.zul?page=mainPage /n

Banner_Getting_Started_Guide_9.x.pdf (524.7 KB)
Helpful?

Related Articles: