Upgrades/Patches: Create Test Plans

CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education. Upgrades/Patches: Create Test Plans Presented by: Carol Grey Drexel University March 25, 2009 Course ID 0075 Introduction You re going about your day-to-day business Banner is running smoothly Course ID 0075 2 Introduction (cont.) When all of a sudden Here it comes again... Another Upgrade and More Patches!!!! What do you do now??? Course ID 0075 3

Introduction (cont.) Help is on the way! Course ID 0075 4 Introduction (cont.) Establish a Pre-Developed Project Plan Save Time and Effort Get the Right Players involved Keep from Reinventing the Wheel Establish a Routine that Everyone can Follow Help Ensure that Upgrades and Patches are handled in a Timely manner and Work for your Institution Course ID 0075 5 Agenda Drexel University who we are and how we are organized Steps Drexel University uses in planning, designing, testing, and implementing Banner upgrades and patches Focus will be on the Banner Student module Sample Test Plan Course ID 0075 6

CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education. Drexel University Drexel University Private non-sectarian university founded in 1891 4 Campuses: 60-acre Main Campus, a mile from downtown Philadelphia, PA Center City Campus in downtown Philadelphia Medical School Campus Sacramento, CA 13 Colleges and Schools Two calendars: Semester and Quarter Student population (Fall 2008-09) 13,500 Undergraduate Co-op Program 8,000 Graduate and Professional students Course ID 0075 8 Drexel University (cont.) Implemented Banner in Summer 1999 Internet Native Banner (INB), Banner Self-Service Early Adopter of Banner 8 Current Modules Accounts Receivable 8.0 Finance 8.1 Financial Aid 8.2.1 General 8.1 Human Resources 8.1.1 Position Control 8.1 Student 8.1 DU does not use Advancement module Course ID 0075 9

Drexel University Administrative Units Information Resources & Technology (IRT) Core Enterprise Systems Finance, HR, Student Information, Database Information, Data Warehouses Database Administrators Core Enterprise Systems Engineers (i.e., Programmers) Systems Administrators Instructional Technology and Campus Outreach Academic Web Development, End User Support and Training, Administrative User Support, Equipment Support, Voice/Telephones Core Technology Infrastructure Networking, Systems, Operations, Technical Services Course ID 0075 10 Drexel University Administrative Units (cont.) Academic Information and Systems (AIS) Systems Analysts (i.e., Admissions, Student, Financial Aid) Part of Provost s Office Manage and maintain university student software systems Ensure the data integrity Write, manage, and maintain reports Manage student systems-related projects Serve as Liaison between IRT and other Administrative and Academic Departments Course ID 0075 11 Drexel University Administrative Units (cont.) AIS Supports: Administrative Areas Enrollment Management Registrar s Office Student Resource Center Financial Aid Office Residential Living Student Support Services Disability Services Study Abroad Career Development Center Course ID 0075 12

Drexel University Administrative Units (cont.) AIS Supports: Academic Areas Deans Offices Academic Departments Academic Program Offices Course ID 0075 13 CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education. Project Plan Identify Each Phase of the Project Select Project Leader Requirements Phase Design Phase Testing Phase Training Phase Implementation Course ID 0075 15

Requirements Phase Define Project Scope Major/Minor Upgrade vs. Patch e.g., 7.x to 8.x or 7.3.2. to 7.4 = Upgrade Defect Correction Patches Determine what, if any, new functionality to include in testing and implementation Determine Defect Corrections to Include Identify Resources Needed Departments, Offices, Personnel Course ID 0075 16 Project Scope (cont.) Perform Technical Review Banner Product Calendar Read/Follow Conversion and Upgrade Documentation on the Customer Support Center Download Software and Documentation Technical Upgrade Guides Analyze Customized and Integration Code Analyze Batch and Real-time Integration Points 3rd Party Products Course ID 0075 17 Project Scope (cont.) Perform Functional Review Banner Product Calendar Upgrade documentation Downloaded from the Customer Support Center Release Guides, Patch README FILES Listings on BPOST, BSTUDENT, BGENERAL Email LISTSERV@SUNGARDHE.COM LISTSERV REFCARD Course ID 0075 18

Design Phase Install Upgrade and/or Patches in Test Instance(s) Create Test Environment Matching Current Banner Production Environment Create an Overview Document Summarize What s New and/or Different Compare Old to New Forms and Processes Develop Test Plan specific to the Upgrade or Patch Include New or Changed Forms, Processes, and Procedures Include Defect Resolutions Identify Known Issues Course ID 0075 19 Design Phase (cont.) Determine if any Customized or Home-Grown Forms, Jobs or Processes affected Create or Adjust as needed Install in Test Database(s) Determine if 3 rd Party (Peripheral or Add-on) Software Integration Affected and Adjust as Needed e.g., Resource 25, Reporting Tool, Scanning Software, BbVista, Production Manager, DegreeWorks, Luminis Portal, Touchnet Review Security Changes Forms, Processes, Roles, Classes, APIs Reports Course ID 0075 20 Testing Phase Establish a Schedule/Time-Frame Progress Reports and/or Meetings Work Collaboratively Don t even try to do it all yourself! Get users involved in testing Remember to include INB, Banner Self-Serve, and any 3 rd Party Software Course ID 0075 21

Testing Phase (cont.) Forms, Processes, Reports to Be Reviewed/Tested Spreadsheet Column Headers Category e.g., General Student, Clearinghouse, Scheduling Tasks Create person, take from recruit through graduation Test forms, jobs, reports using select group of test ids Tested By Date Comments Course ID 0075 22 Testing Phase (cont.) Student System Areas and Processes to be Tested General Student (Learner) Registration Fee Assessment 1 Clearinghouse Enrollment Verification Catalog and Sections Transfer Articulation 1 Note: Responsibility of another department Course ID 0075 23 Testing Phase (cont.) Areas and Processes to be Tested (cont.) Grading Academic History Graduate Student Tracking Award Degrees (Outcome) Transcripts Location Management CAPP Athletic Compliance Faculty Load Course ID 0075 24

CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education. Sample Test Plan Sample Upgrade Test Plan Based on Banner Student 8.1 Upgrade (Includes some Drexel Ad-Ons and Modifications) *SZ Home Grown forms/processes Course ID 0075 26 GENERAL STUDENT Learner: Review Curriculum Status Forms Create/Update General Student record 1 major, 1 minor, 1 concentration Secondary curriculum, 1 major, 1 concentration Change Major in same program Change Major to one in different program Check Curriculum Summary Form (SOILCUR) after changes Check Curriculum window, Curriculum summary, FOS summary blocks from SGASTDN Course ID 0075 27

GENERAL STUDENT Learner (cont.): Review SGASADD (Additional Student Information) Review Backfill Process Test Continuant Term Process (SOATRM, SHRTYPE) Run Expected Graduation Process (Drexel created) Run Student Inactivation Process (Drexel created) Run Activities Roll Process (Drexel created) Run Sports Roll Process (Drexel created) Review/Test New General Learner Mass Entry (SGAMSTU) Review/Test New Mass Entry Audit (SOAMAUD) Course ID 0075 28 REGISTRATION: Set Up SOATERM, SFAESTS and SFARSTS Set Up SFAMHRS Max Hrs Review/Test New SFAMHRS Min Hrs Register individual students using SFAREGS Block or Batch Registration Process (combination Drexel Ad-On and Banner processes) Assess Time Status (SFRTMST) Title IV Processes SFRNOWD - Withdraw Pending Status Change SFRWDRL - Withdrawn Student Report SFAWDRL - Student Withdrawal Course ID 0075 29 REGISTRATION (cont.): Review/Test New Registration Restrictions (SCARRES and SSARRES) Review/Test New Registration Error Messages Table (SFRRMSG) and Form (SFARMSG) Test New Registration Mass Entry (SFAMREG) Test New Batch Update Process Mass Entry (SORMEBP) Review New Mass Entry Audit (SOAMAUD) Course ID 0075 30

REGISTRATION (cont.): Review/Test New Waitlist Automation Enhancement Review New Automated Waitlist Term Control form (SOAWLTC) Review New Waitlist Automation Section Control form (SSAWLSC) Waitlist by CRN Test New Batch Waitlist Notification job (SFRBWLP) Review Registration Audit (SFASTCA) Course ID 0075 31 REGISTRATION (cont.): Set up Time Ticketing Groups & Priorities Registration Group Control Form (SFARCTL) Time Ticketing Registration Group Form (SZATTRG) * Registration Priority Control Form (SFARCTT) Student Registration Group Query (SFIRGRP) Run Time Ticket Assignment Process(SZPTMTK) * * Drexel Ad-On Course ID 0075 32 REGISTRATION (cont.): Review the various Registration Reports Examples: Unsatisfied Links Report (SFRLINK) Fee Assessment Report (SFRFEES) Batch Waitlist Notification Process (SFRBWLP) Registration Admin Messages Report (SFRRGAM) Withdrawn Student Report (SFRWDRL) Course ID 0075 33

CLEARINGHOUSE: Clearinghouse Extract Report (SFRNSLC) NSLDS SSCR Process (SFRSSCR) ENROLLMENT VERIFICATION: Enrollment Verification Type Codes Form (STVEPRT) Enrollment Verification Request Rules (SFAERPT) Enrollment Verification Request Form (SFARQST) Enrollment Verification Request Status (SFARQSS) Enrollment Verification Report (SFRENRL) Course ID 0075 34 CATALOG and COURSE SECTIONS: Create/Modify Courses at the catalog level Review Course Detail Information (SCADETL) Create/Modify Course Sections Test for prerequisites and co-requisites Change course credits Change instructional method Change schedule type Change grade mode Create variable credit course Create Cross-list (SSAXLST) Change room assignment Create/Review Restrictions Test changes to section after enrollment Course ID 0075 35 CATALOG and COURSE SECTIONS (cont.): Review New Course Catalog Data Extract Process (SCRCATE) Review New Transfer Catalog Data Import Process (SHRTCIM) Review New SSASECT Enhanced Reserved Seat Rules Roll course sections from one term to another (SSRROLL) Course ID 0075 36

TRANSFER ARTICULATION: Add courses to transfer institution catalog (SHATATC) Articulate a transfer institution course (SHATATR) Add a school to STVSGBI/SOASBGI/SOABGTA Transfer Grade Code Maintenance (SHATGRD) Enter students transfer courses on SHATRNS Articulate courses on SHATAEQ Job sub: Transfer Equivalency Worksheet (SHRTAEQ) Review SHATRNS and SHATERM College Board Advanced Placement (AP) Course ID 0075 37 GRADING and ACADEMIC HISTORY: Review Changes to Class Attendance Roster Form (SFAALST) Review New Display of Incomplete Grades Review/Test New Incomplete Grade Processing Automation Enhancement Review/Test New Grade collection Process and Corresponding Rules Review/Test New Incomplete Grade Rules Form (SHAINCG) Course ID 0075 38 GRADING and ACADEMIC HISTORY (cont.): Review/Test New Automated Processing of Incomplete Grades Review/Test New Incomplete Grade Process (SHRCINC) Assign Grades to Classes Roll Grades from Class List (Grade Roll to Learner Outcome) Review/Test New Roll Learner to Outcome Process (SHRROUT) Change Grades in Academic History Check Term Header record creation Course ID 0075 39

GRADING and ACADEMIC HISTORY (cont.): Review New Grade Conversion and Substitution Process Roll Grades to Academic History (SHRROLL) Repeat/Equivalent Course Check Report (SHRRPTS) GPA Calculation (Individual) Run GPA Calc Process (SHRCGPA) ACADEMIC STANDING: Calculate/Change Academic Standing (SHRASTD) Calculate/Change Dean's List Course ID 0075 40 GRADUATE STUDENT TRACKING: Non-Course Requirements( SHANCRS) Multiple Advisors (SGAADVR) Committee/Service form (SHACOMI) Qualifying Papers (SHAQPNO) Course ID 0075 41 AWARD DEGREES (Outcome): Degree and Other Formal Awards (SHADEGR) Change Degree Statuses Change/Update Curriculum Records Diploma Name (SHADIPL) Review Re-designed Graduation Mass Entry Process Mass Entry Graduation (SHAMDEG) Mass Update Diploma (SHAMUDI) Mass Entry Ceremony Attendance (SHAMCAT) Mass Entry Diploma (SHAMDIP) Mass Update Ceremony Attendance (SHAMUCA) Course ID 0075 42

TRANSCRIPTS: Transcript Name Source Table (STVTRNS) Transcript Request Form (SHARQTC) Transcript Type Form (SHATPRT) Academic Transcript Process (SHRTRTC) Transcript Population Creation (SHRTPOP) Transcript Status (SHARQTS) Transcript Comments (SHATCMT) Course ID 0075 43 TRANSCRIPTS (cont.): Review Online Transcript Request Forms Web Self-Service Options Validation (STVWSSO) Web transcript Request Rules (SHAWTRR) Course ID 0075 44 LOCATION MANAGEMENT AND HOUSING: Create Dorm and Meal Application (SLARMAP) Create Roommate Application (SLARMAT) Assign Rooms (SLARASG) Assign Phones (SPAPASG) Assign Meal Plans (SLAMASG) Create Events (SLAEVNT) Run Assignment Roll Process (SLRROLL) Course ID 0075 45

CURRICULUM, ADVISING & PROGRAM PLANNING (CAPP) Multiple Advisors (SGAADVR) Student Attribute Codes (STVATTS) SORLCUR Curriculum SORLFOS Fields of Study Review/Test New Current Indicator Enhancement Curriculum Rules Control (SOACTRL) Review/Test Current Indicator Conversion to Current Code on Curriculum Tables Review Curriculum Rules (SOACURR) Insert new Program, Major, Concentration Major, Minor, Concentrations (STVMAJR) Program Requirements (SMAPROG) Course ID 0075 46 CAPP (Cont.) Area Library (SMAALIB) Area Requirements (SMAAREA) Group Library (SMAGLIB) Group Requirements (SMAGROP) Add new program to SOAXREF, SOAXCUR through SOACURR Run Compliance Report and Print Review Compliance Report in Internet Native Banner Review Compliance Report on Banner Self-Service Compliance Request Activity (SMACACT) Run Compliance Purge Process (SMPCPRG) Course ID 0075 47 ATHLETIC COMPLIANCE Setup Validation Tables: Student Activity Code Validation Form (STVACTC) Comment Type Code Validation Form (STVCMTT) Degree Completion Change Reason Validation Form (STVDCPR) Eligibility Code Validation Form (STVELIG) Athletic Qualifier Status Validation Form (STVSAQS) Athletic Attribute Validation Form (STVSAAT) Athletic Academic Eligibility Validation Form (STVSAEL) Originator Validation Form (STVORIG) Course ID 0075 48

ATHLETIC COMPLIANCE (cont.) Validation Tables (cont.): Athletic Competition Reason Validation Form (STVSARE) Athletic Residency Exception Validation Form (STVSARX) Athlete Transfer Status Validation Form (STVSATR) Sport Status Code Validation Form (STVSPST) Test Athletic Compliance Form (SGASPRT) Review/Test new Athletic Compliance Inquiry Form (SGISPRT) Review/Test New Mass Entry Athletic Compliance Form (SGAMSPT) Course ID 0075 49 FACULTY LOAD Faculty Load Term Control Form (SIATERM) Faculty/Advisor Information (SIAANST) Faculty Assignment (SIAASGN) Faculty Workload Contract FTE Form (SIACFTE) Faculty Workload Term Rules Form (SIAFLRT) Faculty Contract Analysis Form (SIACONA) Faculty Workload Contract Rules Form (SIAFLRC) Faculty Load Contract Analysis Report (SIRCTAL) Faculty Personnel Form (SIAFPER) Course ID 0075 50 BANNER SELF-SERVICE FOR STUDENT: Review General Student Information Review Look Up Classes pages Review Links to All Instructors for Course Review Messages for Closed Classes, Pre-requisites Register as Student on Banner Self-Service Register for Linked Courses Update Variable Credits Review Degree Audit as Student Enrollment Verification Request Review Transcript Request Transcript Course ID 0075 51

BANNER SELF-SERVICE FOR ADVISORS/FACULTY Review Class Lists Faculty Grading on Web Review a Student s Information Run Compliance Report for a Student BANNER SELF-SERVICE WEB TAILOR Customize a Web Menu or Procedure Customize a Set of Information Text Course ID 0075 52 Testing Phase (cont.) What If Something Doesn t Work as Expected User Error Something Not Installed Correctly Known Issue Develop Work-Around Create contact with SunGard Customer Support Show Stopper Course ID 0075 53 Testing Phase Major & Minor Upgrade or Patch Defect Corrections Spreadsheet Column Headers Banner Module/Area e.g., General Student, Curriculum, Registration Forms, Reports, Processes Upgrade or Patch e.g., p1-3ult67_stu80100 Defect Correction e.g., #1-4UJHSE Forms/Processes Affected Description of Problem and Resolution Tested By Date Comments Course ID 0075 54

Sample: Upgrade Student Module File stu80100u.trz posted to BASTUDENT 8x 8x- Releases Banner Student Upgrade, Release: 8.1 Description: file stu80100u.trz includes the software for the 8.1 Release of Banner Student in addition to stu80100u.txt. Course ID 0075 55 Sample: Defect Correction Student Module Defect Correction: # 1-44101B Banner Student Upgrade, Release: 8.0 Form/Process: SFAREGS Description: The End Date on SFARSTS was not being considered by SFAREGS, so code could be used beyond end date Resolved: 8.1.1 Course ID 0075 56 Sample: Defect Student Module Defect Correction: #1-4UJHSE Banner Student Upgrade, Release: 8.1 Form/Process: bwskwtrr (Banner Self-Service) Description: If more than 30 characters are submitted in Street Line 1 via the Online Transcript request, the rest of the characters are appended to the end of the Street Line 2 on Form SHARQTC No Resolution Yet Course ID 0075 57

Training Phase Develop Training Materials Documentation, Visual Aids, Videos, Online Help Provide End User Training Classes, One-on-One, Online Presentations Communication Emails, Website, Links, Summarize What s New Course ID 0075 58 Implementation Phase Install Upgrade and/or Patches into Production Verify that System is working Send out Communication Inform End Users of What s New or Changed Conduct Post-Implementation Review Course ID 0075 59 And Finally You re going about your day-to-day business Banner is running smoothly Course ID 0075 60

A Job Well Done! Course ID 0075 61 Summary Create an overall Project Plan Download Releases, Patches, and Documentation Perform a Functional and Technical Review Create one or more Test Instances Design Specific Test Plan Determine if Home-Grown Processes Affected Test, Test, and Test Some More!!! Train End Users Provide Documentation Implement the Upgrade and/or Patches Conduct a Post-Implementation Review Be ready to do it all again next time! Course ID 0075 62 Questions & Answers Course ID 0075 63

Thank You! Carol Grey Carol.Grey@drexel.edu Please complete the online class evaluation form Course ID 0075 SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners. 2009 SunGard. All rights reserved. Course ID 0075 64