Easy as 1-2-3: The Steps to XE. Mark Hoye Services Portfolio Consultant

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1 Easy as 1-2-3: The Steps to XE Mark Hoye Services Portfolio Consultant September 25, 2015

2 Objective / Agenda Objective Provide relevant information about Banner XE Provide a framework for understanding the implementation of Banner XE Agenda Accelerating Banner 4 Steps to Adoption Open Q&A 2!

3 Accelerating Banner

4 Roadmap Framing and Confidentiality This information provides a general strategic view of Ellucian s anticipated future offerings. The information in this document is confidential and proprietary to Ellucian and neither the document nor its contents can be disclosed to anyone without a written obligation of confidentiality in place with Ellucian. The information in this document is not a commitment, promise or other obligation to deliver any material, code or functionality. The document and its contents are subject to change, without prior notice, at the sole discretion of Ellucian.

5 Target Roadmap Delivery Employee Profile Registration selfservice Human Resources Admin 1H2015 Finance - Requisition Finance Admin 2H2015 Student Admin (A/R, Financial Aid, core Student) 1H2016 Student self-service (modular delivery) Q3 Q4 Q Q2 Q3 Q4 Q Q2 Q3 2016

6 Modernizing Banner Administrative Imperatives Administrative Imperatives Technology Eliminate Oracle Forms Usability provide a high productivity mode

7 Modernizing Banner Self-service Imperatives Self-service Imperatives Usability casual users Rich functionality, evolving with Higher Education

8 Banner Extensibility Strategy Eliminate (or at least greatly reduce and simplify) rework associated with upgrades Eliminate the need to modify source code, but if necessary, make it easy for continuous integration Provide a toolbox Make tools simple to use

9 Modernizing Banner Integration Imperatives Integration Imperatives API-based integrations Enterprise Strength Capability

10 Applications Leveraging XE Strategy Available Application Banner Catalog Schedule Grade Entry Attendance Tracking Event Management Advising and Student profile Registration Employee Profile Ellucian Elevate etranscript APIs Ellucian Mobile Ellucian Portal Institutional Performance Management Applications in Development Banner Academic history, electronic gradebook Communication Management Position Description Purchase Requisition Banner HR, Position Control, General Forms Transformation Banner Finance Forms Transformation Ellucian Pilot

11 Ellucian XE WHAT IT MEANS FOR YOU Outstanding User Experience Strength at the Core Extending Campus Environments Future Ready Technology

12 Steps to Adoption 1. Plan the Deployment 2. Get Current on releases 3. Implement Identity Management 4. Deploy and Adopt

13 Path to Adopting XE Application Understand Plan Adopt Deploy

14 Understand: Your Institution s Goals and Challenges What strategic plan goals are influenced or achieved by adopting XE? Graduate students on time Improve student experience [broad] Reduction of institution debt by improved attendance tracking [narrow] Your accreditation report may have identified weaknesses that can be alleviated or addressed by adopting XE such as: Financial compliance From your audit reports, what items might be addressed? Accessibility for faculty and students What concerns that have been voiced by administrative staff and faculty might be addressed? User interface Support for functional areas

15 Understand: Key Resources to Understanding XE

16 Understand: Additional Resources XE Guide: On-Demand Webinars: Identity Service Webinar: e=944036&s=1&k=bf9c12414a85d31189ae2052f3df7934 Banner XE Sizing and Configuration Guide: Banner Technical Community: Ellucian Communities:

17 Plan: for Adoption Plan Determine Applications to adopt Align applications with institutional goals based on challenges to address Plan for Ellucian Solutions Manager adoption Releases Plan for the minimum release levels: Based on selected applications determine releases Architecture Properly size environment for Banner ecosystem Review the Banner XE hardware sizing guide in the Ellucian Hub: WebLogic or Tomcat? Modifications Assess modifications Ellucian will provide an Level of Effort assessment tool for Oracle Forms modifications in Ellucian Hub

18 Steps to Adoption 1. Plan the Deployment 2. Get Current on releases 3. Implement Identity Management 4. Deploy and Adopt

19 Get Current on releases Upgrade to Ellucian Solution Manager (ESM) required releases Implement Ellucian Solution Manager Upgrade to Banner XE required releases using ESM

20 Steps to Adoption 1. Plan the Deployment 2. Get Current on releases 3. Implement Single Sign On 4. Deploy and Adopt

21 Plan for SSO Bring your own: Use existing SSO infrastructure Shibboleth CAS 3 rd party Use Ellucian baseline supported architecture Ellucian Identity Services Common Pieces for SSO with Banner 8 Banner Enterprise Identity Services SSO Manager Central Authentication Services (CAS) Common Pieces for SSO with Banner XE Currently Central Authentication Services (CAS) Near future SAML2 support built in as well

22 Ellucian Identity Service Ellucian Applications (Banner, DegreeWorks) Ellucian Applications (Luminis, Mobile) Client Applications (Custom, 3 rd Party) Ellucian Identity Service 3rd Party Cloud (Bb, Moodle) Ellucian Applications (Colleague, CRM, Portal) Directory Server Microsoft Cloud (Office 365, Azure)

23 Identity Management Ellucian Identity Service Open-source technology product selected WSO2 Identity Server Includes support for SAML2, WS-Federation, and many others Jointly developed with vendor to provide CAS support Can replace CAS Server, Shibboleth, and ADFS Improved Support for Standards Plan to support SAML2 as new SSO standard starting in 2015 Ellucian Platform provides standard libraries for consistent adoption Products will include SAML2 during 2015 release cycles

24 Ellucian Identity Service Major Features SSO across multiple different protocols SAML2, CAS, OpenID Connect, Oauth2 Federation support for multiple domains SSO across Cloud applications and external partners Available Now! One centralized Identity Service across all Ellucian applications (and any other campus applications as well) Multi-factor support available for additional security Partner solutions available to enable SMS or Mobile push tokens Supports multiple user stores LDAP, Microsoft AD, Apache Cassandra, or any JDBC connection Easy to use, self-service tools Administration interface for IT admins Password reset with security questions - eliminate IT calls!

25 EIS Facilitates SSO Google Apps Authenticate to EIS Ellucian Identity Service Other Ellucian Apps (Luminis, Ellucian GO, CRM) SSO Manager Banner 9 Apps directory Banner

26 Steps to Adoption 1. Plan the Deployment 2. Get Current on releases 3. Implement Identity Management 4. Deploy and Adopt

27 Deploy Deploy Banner XE releases into Non-production Deploy Test Plan for Production deployment Adopt In production

28 Summary

29 XE Guide is Here! Plan XE Deployment Get current with Banner Enable Single Sign-On Communicate, Test, and Train 29

30 Places to Find More Information XE Guide Adoption help with XE ecommunities Banner community White papers, webinars, documents, etc. Download documentation from the Support Center Attend an Ellucian education class Contact your Client Partner

31 Questions?

32 Questions/Concerns? Question Do I need to re-train the technical staff? Is it costly to implement XE: large amount of services, requiring a great deal of time? We have more important things that we are focusing on and investing in We have limited DBA resources, doesn t XE require a great deal of DBA time? I think our users will be uncomfortable with the mixture of old and new in self-service and navigation between 8.x and 9 isn t seamless, what can we do? We have a modified Banner environment, how do we handle the move to XE? Answer No, implementing XE does not require retraining No, in fact standing up an XE environment takes surprisingly little time and once it is in place deploying XE applications can occur one at a time, further simplifying adoption. XE capabilities may actually support your ability to meet your goals faster than expected. It is worthy of your consideration. XE does not require a great deal of DBA time, standing up the environment to support a single application can take as little as 2 days. Application Navigator addresses this problem and makes the navigation seamless between the two applications. Many of your modifications may be decommissioned for delivered Banner capabilities and others can be implemented using the extensible framework with XE. Will testing XE require significant resources? Because you do not need to move to all applications at once, you are able to deploy and adopt small chunks at a time and only test new functionality when you do this.

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