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Difference between revisions of "Banner Basics"

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==== <center>Banner Basics</center>  ====
+
== Toolbars and Shortcuts Quick Reference ==
  
===== What's New In Banner 7  =====
+
{| class="prettytable"
 +
|-
 +
| <center>'''Tool Bar Button'''</center>
 +
| &nbsp;&nbsp;&nbsp;&nbsp; '''Function'''&nbsp;
 +
|<center>'''Key Stroke Shortcut'''</center>
 +
|&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
 +
| <center>'''Tool Bar Button'''</center>
 +
| &nbsp;&nbsp;&nbsp;&nbsp; '''Function'''&nbsp;
 +
|<center>'''Key Stroke Shortcut'''</center>
 +
|-
 +
| <center>'''[[Image:Save_Icon.png|40px]]'''</center>
 +
| <center>Save</center>
 +
| <center>'''[[Image:Key F10.PNG]]'''</center>
 +
|
 +
| <center>'''[[Image:Button InsertRecord.png|40px]]<br>'''</center>
 +
| <center>Insert Record</center>
 +
| <center>'''[[Image:Key F6.PNG]]'''</center>
 +
|-
 +
| <center>'''[[Image:Button RollBack.png|40px]]<br>'''</center>
 +
| <center>Rollback</center>
 +
| <center>'''[[Image:Key Shift.PNG]]'''+ [[Image:Key F7.PNG]]<br></center>
 +
|
 +
| <center>'''[[Image:Remove Record.png|40px]]'''</center>
 +
| <center>Remove Record</center>
 +
| <center>'''[[Image:Key Shift.PNG]] '''+ '''[[Image:Key F6.PNG]]'''</center>
 +
|-
 +
| <center>'''[[Image:Button Select-Banner.png|40px]]<br>'''</center>
 +
| <center>Select</center>
 +
| <center>'''[[Image:Key Shift.PNG]] '''+ '''[[Image:Key F3.PNG]]'''</center>
 +
|
 +
| <center>[[Image:Button PreviousRecord.png|40px]]'''<br>'''</center>
 +
| <center>Previous Record</center>
 +
| <center>'''[[Image:Key Arrow Up.png]]'''</center>
 +
|-
 +
| <center>'''[[Image:Button EnterQuery.png|40px]]<br>'''</center>
 +
| <center>Enter Query</center>
 +
| <center>'''[[Image:Key F7.PNG]]'''</center>
 +
|
 +
| <center>[[Image:Button NextRecord.png|40px]]'''<br>'''</center>
 +
| <center>Next Record</center>
 +
| <center>'''[[Image:Key Arrow Down.png]]'''</center>
 +
|-
 +
| <center>'''[[Image:Button ExecuteQuery.png|40px]]<br>'''</center>
 +
| <center>Execute Query</center>
 +
| <center>'''[[Image:Key F8.PNG]]'''</center>
 +
|
 +
| <center>'''[[Image:Icon PreviousBlock.png|40px]]'''</center>
 +
| <center>Previous Block</center>
 +
| <center>'''[[Image:Key Ctrl.PNG]] '''+ '''[[Image:Key Page Up.PNG]]'''</center>
 +
|-
 +
| <center>'''[[Image:Button CancelQuery.png|40px]]<br>'''</center>
 +
| <center>Cancel Query</center>
 +
| <center>'''[[Image:Key Ctrl.PNG]] + '''[[Image:Key Q.PNG]]</center>
 +
|
 +
| <center>'''[[Image:Icon NextBlock.png|40px]]'''</center>
 +
| <center>Next Block</center>
 +
| <center>'''[[Image:Key Ctrl.PNG]] + '''[[Image:Key Page Down.PNG]]</center>
 +
|-
 +
| <center>'''[[Image:Icon Help.png|40px]]<br>'''</center>
 +
| <center>On-Line Help</center>
 +
| <br>
 +
|
 +
| <center>'''[[Image:Exit Icon.png|40px]]'''</center>
 +
| <center>Exit</center>
 +
| <center>'''[[Image:Key Ctrl.PNG]]+&nbsp;[[Image:Key Q.PNG]]'''</center>
 +
|-
 +
| <br>
 +
| <center>Next Field</center>
 +
| <center>'''[[Image:Key Tab.PNG]]'''</center>
 +
|
 +
| <br>
 +
| <center>Next Tab</center>
 +
| <center>'''[[Image:Key Ctrl.PNG]]'''+ '''[[Image:Key Tab.PNG]]'''</center>
 +
|-
 +
| <br>
 +
| <center>Previous Field</center>
 +
| <center>[[Image:Key Shift.PNG]]+ [[Image:Key Tab.PNG]]</center>
 +
|
 +
| <br>
 +
| <center>Previous Tab</center>
 +
| <center>[[Image:Key Ctrl.PNG]]+ [[Image:Key Shift.PNG]]+ [[Image:Key_Tab.PNG]]</center>
 +
|}
  
===== Banner 7 Interface Changes  =====
+
<br>
 
 
Banner 7, although not changing much in function, has a new look and feel. These changes are listed below, then discussed in more detail in the following pages.
 
 
 
==== Main Menu Changes  ====
 
 
 
*The '''Go''' field changed to '''Go To'''; you can now use '''[[Image:Key up.png]]''' and '''[[Image:Key Down.png]]''' to scroll through recently used forms.
 
*You can now press '''[[Image:Key F5.png]]''' to navigate to a different form; '''[[Image:Key up.png]]''' and '''[[Image:Key Down.png]]''' navigation also works in this field.
 
*All toolbar icons are visible in the Main Menu.
 
*Quickflows now launch directly from the '''Go To''' field.
 
*New Help Center link.
 
*My Links section.
 
 
 
==== Enhanced User Interface  ====
 
 
 
*Tabbed forms make navigating from block to block easier
 
*New screen resolution to make more data visible
 
*Icons changed, moved for better grouping, or removed
 
*Made disabled text easier to read
 
*Added pop-up options list with right mouse click
 
*Added smart toolbar that does not re-draw each time a form is opened
 
*Enabled user-defined window colors
 
*Ability to add Personal Links to the Banner Main Menu
 
*Replaced blue item (field) labels with Search icon ([[Image:NextRecord.png]])
 
*Changed the font to Verdana
 
*Equal left and right margins
 
*Added calendar icon to data entry date fields
 
 
 
==== New Help System for Banner 7  ====
 
 
 
Banner 7 has improved the Help system. Please refer to New Banner Online Help for information about the new help system.
 
  
==== Main Menu Changes  ====
+
== What's new in Banner 7 ==
  
'''Go Field Changed To Go To'''
+
For this release, many changes were made to improve the usability of Banner forms. All Banner forms and menus have been changed to be more streamlined, modern, and easier to use.
  
The '''Go''' field has been renamed '''Go To'''. In addition, when your cursor is in the '''Go To''' field, you can use '''[[Image:Key up.png]]'''[[Image:Key Down.png]] to scroll through recently used forms.
+
==== Main Menu ====
  
'''[[Image:Key F5.png]]Key Added As Alternative To Direct Access'''
+
Banner 7's Main Menu has several changes from Banner 6:
  
Navigation between forms is improved. You can now press '''[[Image:Key F5.png]]'''[[Image:Key up.png]]and '''[[Image:Key Down.png]]''' navigation also works in this field.  
+
* The '''Go''' field has been renamed '''Go To'''. In addition, when your cursor is in the '''Go To''' field, you can use [[Image:Key Arrow Up.png]] and [[Image:Key Arrow Down.png]] to scroll through recently used forms.
 +
* [[Image:Key F5.png]]Key Added As Alternative To Direct Access
 +
* Navigation between forms is improved. You can now press [[Image:Key F5.png]]. [[Image:Key Arrow Up.png]] and [[Image:Key Arrow Down.png]] navigation also works in this field.
 +
* The entire toolbar is now accessible from the Main Menu.
 +
* You can now launch a QuickFlow directly from the '''Go To '''field, rather than first being directed to the QuickFlow Form (GUAQFLW).
 +
* The Help Center link accesses the SCT Banner Help Center. Refer to New Banner Online Help for information about the new help system.
  
'''All Icons Now Visible In The Main Menu'''  
+
'''My Links'''
  
The entire toolbar is now accessible from the Main Menu.
+
*The Change Banner Password link goes to the Oracle Password Change Form (GUAPSWD), where you can change your password.
 
+
*The Check Banner Message link takes you to the Banner Message Form (GUAMESG), where you can view your messages. A green check mark appears next to the link when you initially log in and have pending messages, or whenever a new message arrives. The pop-up alert for new messages is no longer displayed.
'''Quickflow Access '''
 
 
 
You can now launch a QuickFlow directly from the '''Go To '''field, rather than first being directed to the QuickFlow Form (GUAQFLW).
 
 
 
'''Help Center Link'''
 
 
 
The Help Center link accesses the SCT Banner Help Center. Refer to New Banner Online Help for information about the new help system.
 
 
 
'''My Links'''
 
 
 
*The Change Banner Password link goes to the Oracle Password Change Form (GUAPSWD), where you can change your password.  
 
*The Check Banner Message link takes you to the Banner Message Form (GUAMESG), where you can view your messages. A green check mark appears next to the link when you initially log in and have pending messages, or whenever a new message arrives. The pop-up alert for new messages is no longer displayed.  
 
 
*Personal links enable you to create up to six links to favorite URLs or often-used Banner objects. Refer to the Enhanced User Preferences section of this document for information about creating personal links.
 
*Personal links enable you to create up to six links to favorite URLs or often-used Banner objects. Refer to the Enhanced User Preferences section of this document for information about creating personal links.
  
==== Enhanced User Interface  ====
+
==== Tabbed Forms ====
  
For this release, many changes were made to improve the usability of Banner forms. All Banner forms and menus have been changed to be more streamlined, modern, and easier to use.  
+
Tabbed Forms Make Navigating From Block To Block Easier. Some Banner forms now have a tabbed interface rather than the traditional Banner window appearance. Tabs are used to arrange information in a meaningful way, and allow you to navigate easily between groups, or blocks, of information. You can use the [[Image:Icon NextBlock.png|30px]] (Next Block) and [[Image:Icon PreviousBlock.png|30px]]. [[Image:Key Ctrl.PNG]] and [[Image:Key Tab.PNG]], to navigate through blocks. Tab titles reflect the contents of a particular window or grouping of information. The illustration below shows the tabs on the SPAIDEN form, for instance. <br> [[Image:SPAIDEN Tabs.png|800px]]
  
'''Tabbed Forms Make Navigating From Block To Block Easier'''
+
Use any of the following to navigate within tabbed forms:
 +
* [[Image:Key Ctrl.PNG]] + [[Image:Key Tab.PNG]] moves forward and [[Image:Key Ctrl.PNG]] [[Image:Key Shift.PNG]][[Image:Key Tab.PNG]] moves backward through the tabs on a form.
 +
*The List Tab Pages key ([[Image:Key F2.PNG]]) [[Image:Key Arrow Up.png]][[Image:Key Arrow Down.png]] to select a different tab, and [[Image:Key Enter.PNG]] to select that tab. For forms that have tabs within a tabbed window, navigation is based on the location of the cursor when List Tab Pages (F2) is selected.
 +
* [[Image:Icon NextBlock.png|30px]] (Next Block) or [[Image:Key Ctrl.PNG]] + [[Image:Key Page Down.PNG]] moves forward through the tabs.
 +
* [[Image:Icon PreviousBlock.png|30px]] (Previous Block) or [[Image:Key Ctrl.PNG]] + [[Image:Key Page Up.PNG]] moves backward through the tabs.
  
Some Banner forms now have a tabbed interface rather than the traditional Banner window appearance. Tabs are used to arrange information in a meaningful way, and allow you to navigate easily between groups, or blocks, of information. You can use the '''[[Image:Icon NextBlock.png]]''' (Next Block) and [[Image:Icon PreviousBlock.png]][[Image:Key Ctrl.png]] and '''[[Image:Key Tab.png]]''', to navigate through blocks. Tab titles reflect the contents of a particular window or grouping of information. The illustration below shows the tabs on the SPAIDEN form, for instance.
+
==== New Screen Resolution ====
  
<br>
+
Banner 6 ran in a screen resolution of 800x600. Banner 7 now runs in a screen resolution of 1024x768, allowing ample room to display user interface components and eliminate many scrolling or stacked canvases. If the new Banner screen does not fit inside your Windows screen, you may need to change your screen resolution. See the next section for instructions.
  
----
+
To change the screen resolution in Windows:
 +
# Hide any open windows to show your desktop.
 +
# Right-click on a blank area of your desktop, and select '''Properties''' from the pop-up list.
 +
# On the '''Properties''' dialog box, click the '''Settings''' tab.
 +
# In the '''Screen Resolution''' area, drag the slider to the right until it says 1024 by 768 pixels.
 +
# Click [[Image:OK button.PNG]]. <br>
 +
[[Image:Windows Screen Res.png|200px]]
  
'''[[Image:SPAIDEN Tabs.png]]'''
+
==== New Toolbar Icons For Banner 7 ====
  
----
+
Toolbar icons have a different layout in Banner 7. Icon pictures have changed; some icons have been moved for better grouping; while others have been added or removed.
 
+
*The Broadcast Message button becomes enabled when new system-wide message(s) are available.
<br> Use any of the following to navigate within tabbed forms:
+
*The Fine-Grained Access Control Security button becomes enabled if there are any FGAC rules active for the user in the database.
 
+
*The Graph Information and Show Keys buttons have been removed.
[[Image:Key Ctrl.png]] + '''[[Image:Key Tab.png]]''' moves forward and '''[[Image:Key Ctrl.png]] '''[[Image:Key Shift.png]][[Image:Key Tab.png]] moves backward through the tabs on a form.
 
 
 
*The List Tab Pages key ('''[[Image:Key F2.png]]'''[[Image:Key up.png]][[Image:Key Down.png]] to select a different tab, and '''[[Image:Key Enter.png]]''' to select that tab. For forms that have tabs within a tabbed window, navigation is based on the location of the cursor when List Tab Pages (F2) is selected.
 
*'''[[Image:Icon NextBlock.png]]''' (Next Block) or '''[[Image:Key Ctrl.png]]''' + '''[[Image:Key Page Down.png]]'''[[Image:Icon PreviousBlock.png]] (Previous Block) or&nbsp;[[Image:Key Ctrl.png]] + '''[[Image:Key Page Up.png]]''' moves backward through the tabs (the same as Banner 6).
 
 
 
'''New Screen Resolution Makes More Data Visible'''
 
 
 
Banner 6 ran in a screen resolution of 800x600. Banner 7 now runs in a screen resolution of 1024x768, allowing ample room to display user interface components and eliminate many scrolling or stacked canvases. If the new Banner screen does not fit inside your Windows screen, you may need to change your screen resolution. See the next section for instructions.
 
 
 
<br>
 
 
 
'''Change Screen Resolutions In Any Version Of Windows'''
 
 
 
#Right-click on a blank area of your desktop, and select '''Properties''' from the pop-up list.
 
#On the '''Properties''' dialog box, click the '''Settings''' tab.
 
#In the '''Screen Resolution''' area, drag the slider to the right until it says 1024 by 768 pixels.
 
#[[Image:Ok button.jpg]].
 
<center>'''[[Image:Windows Screen Res.png]]'''</center>
 
'''New Toolbar Icons For Banner 7 '''
 
 
 
Toolbar icons have a different layout in Banner 7. Icon pictures have changed; some icons have been moved for better grouping; while others have been added or removed.  
 
 
 
'''[[Image:Banner Toolbar Icons.png]]'''
 
 
 
*The Broadcast Message button becomes enabled when new system-wide message(s) are available.  
 
*The Fine-Grained Access Control Security button becomes enabled if there are any FGAC rules active for the user in the database.  
 
*The Graph Information and Show Keys buttons have been removed.  
 
 
*The Banner Bookshelf button has been removed. You must install Adobe Acrobat Reader 7 and create a shortcut to N:/Banner/V7/Doc/bkshlf7x.pdf. See '''Banner 7 Changes '''on the '''go/inb '''website for more details.
 
*The Banner Bookshelf button has been removed. You must install Adobe Acrobat Reader 7 and create a shortcut to N:/Banner/V7/Doc/bkshlf7x.pdf. See '''Banner 7 Changes '''on the '''go/inb '''website for more details.
  
'''Disabled Text Easier To Read'''
+
[[Image:Banner Toolbar Icons.png|700px]]
 
 
Disabled text is now black (the same as regular text), making it easier to read.  
 
  
<br>
+
'''Options Available With Right Mouse Click'''
  
'''Options Available With Right Mouse Click'''
+
The right mouse button now provides added functionality in Banner 7. Available options can now be accessed by right-clicking on a blank area of the form (not on a field). This pop-up list contains Rollback, Save, Exit, Print, and Add to Personal Menu as well as any form-specific options, both within the form (moving to blocks) or opening up a new form (see illustration at right).
  
{| class="prettytable"
+
'''Note: '''You can add any form to your My Banner menu with a single click. To see a newly-added menu item you must refresh the menu by clicking the Menu link on the Banner Main Menu.
|-
 
| The right mouse button now provides added functionality in Banner 7. Available options can now be accessed by right-clicking on a blank area of the form (not on a field). This pop-up list contains Rollback, Save, Exit, Print, and Add to Personal Menu as well as any form-specific options, both within the form (moving to blocks) or opening up a new form (see illustration at right).
 
'''Note: '''You can add any form to your My Banner menu with a single click. To see a newly-added menu item you must refresh the menu by clicking the Menu link on the Banner Main Menu.  
 
  
| <center>'''[[Image:Banner Right Click.png]]'''</center>
+
[[Image:Banner Right Click.png|200px]]
|}
 
  
'''Smart Toolbar'''
+
==== New Alert Options ====
  
A new smart toolbar has been added. This toolbar does not re-draw each time a form is opened, making the transition from one form to another faster.
+
New Alert Options (on the '''Display Options '''tab) enable you to customize how you are prompted by Banner for the following:
  
'''Enhanced User Preferences'''
+
*'''Prompt Before Exiting Banner''':&nbsp; Check this box if you want Banner to verify that you want to quit the Banner session before exiting. Unchecking the box will allow you to exit without being asked for confirmation.
 
+
*'''Display Additional Confidential Alert''':&nbsp; Check this box if you want Banner to display an extra Confidential message for records that contain confidential information.
Access the enhanced user options on the Main Menu as follows:
 
 
 
*From the '''File menu''', select '''Preferences'''.
 
 
 
'''or'''
 
 
 
*In the '''Go To '''field, type '''GUAUPRF'''[[Image:Key Enter.png]].
 
 
 
'''New Alert Options '''
 
 
 
New Alert Options (on the '''Display Options '''tab) enable you to customize how you are prompted by Banner for the following:
 
 
 
*'''Prompt Before Exiting Banner''':&nbsp; Check this box if you want Banner to verify that you want to quit the Banner session before exiting. Unchecking the box will allow you to exit without being asked for confirmation.  
 
*'''Display Additional Confidential Alert''':&nbsp; Check this box if you want Banner to display an extra Confidential message for records that contain confidential information.  
 
 
*'''Display Additional Deceased Alert''':&nbsp; Check this box if you want Banner to display an extra Deceased message for records associated with a deceased person.
 
*'''Display Additional Deceased Alert''':&nbsp; Check this box if you want Banner to display an extra Deceased message for records associated with a deceased person.
  
'''User-Defined Window Colors'''
+
==== User-Defined Window Colors ====
  
You can use the '''User Interface Color Settings''' (on the '''Display Options '''tab) to customize the color of the following items:  
+
You can use the '''User Interface Color Settings''' (on the '''Display Options '''tab) to customize the color of the following items:
  
*Buttons, such as '''[[Image:Button Cancel.png]]''' and '''[[Image:Ok button.jpg]]''' (buttons in the toolbar are not included)  
+
*Buttons, such as '''[[Image:Cancel button.PNG]]''' and '''[[Image:OK button.PNG]]''' (buttons in the toolbar are not included)
*Canvas (background space) of all forms  
+
*Canvas (background space) of all forms
*Record highlighting  
+
*Record highlighting
*Scroll and separator bars  
+
*Scroll and separator bars
*Code/Description prompts  
+
*Code/Description prompts
 
*Canvases within the Main Menu, including the broadcast message, menu, and menu tree canvases
 
*Canvases within the Main Menu, including the broadcast message, menu, and menu tree canvases
  
To change the color of an item at the user level:  
+
To change the color of an item at the user level:
  
*
+
#From the '''File''' menu, select '''Preferences'''. Make sure the '''Display Options''' tab is selected. Make your changes on the User Interface Color Settings section on the right.
*#From the '''File''' menu, select '''Preferences'''. Make sure the '''Display Options''' tab is selected. Make your changes on the User Interface Color Settings section on the right.  
+
#[[Image:NextRecord.png|30px]] in the '''User Value '''field. The '''Select color''' dialog box opens.
*#[[Image:NextRecord.png]] in the '''User Value '''field. The '''Select color''' dialog box opens.  
+
#*On the '''Swatches '''tab, you can choose a pre-defined color.
*#*On the '''Swatches '''tab, you can choose a pre-defined color.  
+
#*On the '''HSB''' tab, you can create your own shade by using HSB values (Hue Saturation Brightness).
*#*On the '''HSB''' tab, you can create your own shade by using HSB values (Hue Saturation Brightness).  
+
#*On the '''RGB''' tab, you can create your own shade using RGB values (Red Green Blue).
*#*On the '''RGB''' tab, you can create your own shade using RGB values (Red Green Blue).  
+
#Click '''[[Image:OK button.PNG]]'''.
*#Click '''[[Image:Ok button.jpg]]'''.  
+
#Click '''[[Image:Save icon.PNG]]''' (Save) or press '''[[Image:Key F10.PNG]]''' to save your changes.
*#Click '''[[Image:Save icon.PNG]]''' (Save) or press '''[[Image:Key F10.png]]''' to save your changes.
 
  
'''Note: '''Please be cautious about changing canvas or text colors. The text color and canvas color can NOT be the same. If they are, you will no longer be able to read the text!  
+
'''Note: '''Please be cautious about changing canvas or text colors. The text color and canvas color can NOT be the same. If they are, you will no longer be able to read the text!
  
We recommend you work with the default color settings for a short while to get used to the new displays before you begin making changes.  
+
We recommend you work with the default color settings for a short while to get used to the new displays before you begin making changes.
  
<br>
+
==== Add Personal Links To The Banner Main Menu ====
  
'''Ability To Add Personal Links To The Banner Main Menu'''
+
You can now add personal links to the Banner Main Menu. You can add links to web sites or Banner forms. To add or change Personal Links:
  
You can now add personal links to the Banner Main Menu. You can add links to web sites or Banner forms.  
+
#From the '''File '''menu, select '''Preferences'''.
 +
#Click the '''My Links''' tab.
 +
#Enter a name for the link you want to change in the '''User Value '''field.
 +
#Enter the URL (actual web address) or form name for the link you want to change in the next '''User Value''' field.
 +
#Click '''[[Image:Save icon.PNG]]''' (Save) or press '''[[Image:Key F10.PNG]]''' to save your changes.
  
To add or change Personal Links:  
+
'''Note: '''You can create up to six personal links. Each personal link has two records—the description and the URL/object. Make sure you do not have pop-ups blocked with third-party software. Google's pop-up blocker may be bypassed by holding down [[Image:Key Ctrl.PNG]] and then clicking your personal link.
  
#From the '''File '''menu, select '''Preferences'''.
+
==== Blue Item Labels Replaced With Banner 7 Search Icon [[Image:NextRecord.png|30px]] ====
#Click the '''My Links''' tab.
 
#Enter a name for the link you want to change in the '''User Value '''field.
 
#Enter the URL (actual web address) or form name for the link you want to change in the next '''User Value''' field.
 
#Click '''[[Image:Save icon.PNG]]''' (Save) or press '''[[Image:Key F10.png]]''' to save your changes.
 
  
'''Note: '''You can create up to six personal links. Each personal link has two records‚Äîthe description and the URL/object. Make sure you do not have pop-ups blocked with third-party software. Google‚Äôs pop-up blocker may be bypassed by holding down [[Image:Key Ctrl.png]] and then clicking your personal link.  
+
Formerly, blue field names indicated that the field had an LOV. Now, both LOV fields and fields that are searchable have the Banner 7 Search icon next to them. You can still have the blue field name appear if you would like. You can change the color of Code/Description Prompt fields in the User Interface Color Settings section of the Display tab on the Preferences dialog box. Change the '''Enter the RGB color for code/description prompts '''setting.
  
'''Blue Item Labels Replaced With Banner 7 Search Icon&nbsp;[[Image:NextRecord.png]]'''
+
==== Calendar Icon Added To Data Entry Date Fields ====
  
Formerly, blue field names indicated that the field had an LOV. Now, both LOV fields and fields that are searchable have the Banner 7 Search icon next to them. You can still have the blue field name appear if you would like. You can change the color of Code/Description Prompt fields in the User Interface Color Settings section of the Display tab on the Preferences dialog box. Change the '''Enter the RGB color for code/description prompts '''setting. See the section on ''User-Defined Window Colors'' for instructions.  
+
A new calendar icon ('''[[Image:Calendar Icon.png]]''') has been added to date fields. Formerly, you could double-click inside the date field (which you can still do) but now it is more obvious that you can select a date from a calendar to populate the Date field.
  
'''Banner 7 Uses The Verdana Font'''
+
[[Image:Calendar GUACALN.png|600px]]
  
Banner 7 uses the Verdana font for all text.
+
== Banner Online Help  ==
  
'''Equal Left And Right Margins'''
+
Release 7.0 features a new online help system with information about forms and fields, and the tasks you can perform with Banner. Help runs in a second web browser, therefore pop-up blockers will the use of the Help option.
  
Banner 7 forms now have equal left and right margins. Banner 6 forms were off-center.
+
There are three ways to access it:
  
<br>
+
*Click '''[[Image:Icon Help.png|30px]]''' on the toolbar. Or,
 
+
*From the '''Help''' menu, select '''Online Help'''. Or,
'''Calendar Icon Added To Data Entry Date Fields'''
 
 
 
A new calendar icon ('''[[Image:Calendar Icon.png]]''') has been added to date fields. Formerly, you could double-click inside the date field (which you can still do) but now it is more obvious that you can select a date from a calendar to populate the Date field.
 
 
 
<br>
 
 
 
[[Image:Calendar GUACALN.png]]
 
 
 
{| class="prettytable"
 
|-
 
| <br>
 
|}
 
 
 
==== New Banner Online Help  ====
 
 
 
Release 7.0 features a new online help system with information about forms and fields, and the tasks you can perform with Banner. Help runs in a second web browser, therefore pop-up blockers will the use of the Help option.
 
 
 
There are three ways to access it:
 
 
 
*Click '''[[Image:Icon Help.png]]''' on the toolbar.  
 
*From the '''Help '''menu, select '''Online Help'''.  
 
 
*Click the Help Center link on the Main Menu.
 
*Click the Help Center link on the Main Menu.
  
'''Note: '''For forms with no help, the Banner online help error page may not appear for Internet Explorer users who use IE's "friendly" error messages by default.  
+
'''Note: '''For forms with no help, the Banner online help error page may not appear for Internet Explorer users who use IE's "friendly" error messages by default.
 
 
For optimal performance in IE do the following:
 
  
#
+
For optimal performance in IE do the following:
##In Internet Explorer, select '''Internet Options '''from the '''Tools '''menu.
 
##Click the '''Advanced '''tab.
 
##Clear the checkbox for the '''Show friendly HTTP error messages '''option.
 
##Click [[Image:Ok button.jpg]].
 
  
'''Accessing Online Help From A Form'''  
+
#In Internet Explorer, select '''Internet Options '''from the '''Tools '''menu.
 +
#Click the '''Advanced '''tab.
 +
#Clear the checkbox for the '''Show friendly HTTP error messages '''option.
 +
#Click [[Image:OK button.PNG]].
  
'''[[Image:Icon Help.png]] '''(Online Help) and the Help menu option initially display information about the form on which you are working.  
+
==== Features of Online Help ====
 +
*'''Browse for topics''' - The '''Contents''' tab and the bread crumb trail enable you to browse for topics. Form and field information is organized by Banner module. Task information is contained under the Procedures heading.
 +
*'''Search for topics - '''The Search tab allows you to search for topics within the help system. You can also use your browser's search feature to find specific text on a help page (from the '''Edit '''menu, select '''Find on this page'''.)
 +
*'''Use the index - '''The Index tab provides an alphabetical listing of topics within the help system. When you enter the letters of a topic, the index scrolls through the topics to the closest alphabetical match.
 +
* To access online help from a form, click the [[Image:Icon Help.png|30px]] icon or the Help menu option. This will display information about the form on which you are working.
 +
* If you want information about forms and tasks for another Banner product, use the '''Help Center''' link on the Main Menu of Banner, or from anywhere within the help system.
  
'''Accessing The Help Center'''
+
[[Category:Helpdesk Documentation]]
 
+
[[Category:Public Search]]
If you want information about forms and tasks for another Banner product, use the Help Center link on the Main Menu of Banner, or from anywhere within the help system.
 
 
 
<br>
 
 
 
'''Features Of Online Help'''
 
 
 
You can browse, search, and use the index to locate topics in online help.
 
 
 
*'''Browsing for topics''' - The '''Contents''' tab and the bread crumb trail enable you to browse for topics. Form and field information is organized by Banner module. Task information is contained under the Procedures heading.
 
*'''Searching for topics - '''The Search tab allows you to search for topics within the help system. You can also use your browser's search feature to find specific text on a help page (from the '''Edit '''menu, select '''Find on this page'''.)
 
*'''Using the index - '''The Index tab provides an alphabetical listing of topics within the help system. When you enter the letters of a topic, the index scrolls through the topics to the closest alphabetical match.
 
 
 
<br>
 
 
 
<br>
 

Latest revision as of 09:56, 23 August 2013

Toolbars and Shortcuts Quick Reference

Tool Bar Button
     Function 
Key Stroke Shortcut
                   
Tool Bar Button
     Function 
Key Stroke Shortcut
Save Icon.png
Save
Key F10.PNG
Button InsertRecord.png
Insert Record
Key F6.PNG
Button RollBack.png
Rollback
Key Shift.PNG+ Key F7.PNG
Remove Record.png
Remove Record
Key Shift.PNG + Key F6.PNG
Button Select-Banner.png
Select
Key Shift.PNG + Key F3.PNG
Button PreviousRecord.png
Previous Record
Key Arrow Up.png
Button EnterQuery.png
Enter Query
Key F7.PNG
Button NextRecord.png
Next Record
Key Arrow Down.png
Button ExecuteQuery.png
Execute Query
Key F8.PNG
Icon PreviousBlock.png
Previous Block
Key Ctrl.PNG + Key Page Up.PNG
Button CancelQuery.png
Cancel Query
Key Ctrl.PNG + Key Q.PNG
Icon NextBlock.png
Next Block
Key Ctrl.PNG + Key Page Down.PNG
Icon Help.png
On-Line Help

Exit Icon.png
Exit
Key Ctrl.PNGKey Q.PNG

Next Field
Key Tab.PNG

Next Tab
Key Ctrl.PNG+ Key Tab.PNG

Previous Field
Key Shift.PNG+ Key Tab.PNG

Previous Tab
Key Ctrl.PNG+ Key Shift.PNG+ Key Tab.PNG


What's new in Banner 7

For this release, many changes were made to improve the usability of Banner forms. All Banner forms and menus have been changed to be more streamlined, modern, and easier to use.

Main Menu

Banner 7's Main Menu has several changes from Banner 6:

  • The Go field has been renamed Go To. In addition, when your cursor is in the Go To field, you can use Key Arrow Up.png and Key Arrow Down.png to scroll through recently used forms.
  • Key F5.pngKey Added As Alternative To Direct Access
  • Navigation between forms is improved. You can now press Key F5.png. Key Arrow Up.png and Key Arrow Down.png navigation also works in this field.
  • The entire toolbar is now accessible from the Main Menu.
  • You can now launch a QuickFlow directly from the Go To field, rather than first being directed to the QuickFlow Form (GUAQFLW).
  • The Help Center link accesses the SCT Banner Help Center. Refer to New Banner Online Help for information about the new help system.

My Links

  • The Change Banner Password link goes to the Oracle Password Change Form (GUAPSWD), where you can change your password.
  • The Check Banner Message link takes you to the Banner Message Form (GUAMESG), where you can view your messages. A green check mark appears next to the link when you initially log in and have pending messages, or whenever a new message arrives. The pop-up alert for new messages is no longer displayed.
  • Personal links enable you to create up to six links to favorite URLs or often-used Banner objects. Refer to the Enhanced User Preferences section of this document for information about creating personal links.

Tabbed Forms

Tabbed Forms Make Navigating From Block To Block Easier. Some Banner forms now have a tabbed interface rather than the traditional Banner window appearance. Tabs are used to arrange information in a meaningful way, and allow you to navigate easily between groups, or blocks, of information. You can use the Icon NextBlock.png (Next Block) and Icon PreviousBlock.png. Key Ctrl.PNG and Key Tab.PNG, to navigate through blocks. Tab titles reflect the contents of a particular window or grouping of information. The illustration below shows the tabs on the SPAIDEN form, for instance.
SPAIDEN Tabs.png

Use any of the following to navigate within tabbed forms:

  • Key Ctrl.PNG + Key Tab.PNG moves forward and Key Ctrl.PNG Key Shift.PNGKey Tab.PNG moves backward through the tabs on a form.
  • The List Tab Pages key (Key F2.PNG) Key Arrow Up.pngKey Arrow Down.png to select a different tab, and Key Enter.PNG to select that tab. For forms that have tabs within a tabbed window, navigation is based on the location of the cursor when List Tab Pages (F2) is selected.
  • Icon NextBlock.png (Next Block) or Key Ctrl.PNG + Key Page Down.PNG moves forward through the tabs.
  • Icon PreviousBlock.png (Previous Block) or Key Ctrl.PNG + Key Page Up.PNG moves backward through the tabs.

New Screen Resolution

Banner 6 ran in a screen resolution of 800x600. Banner 7 now runs in a screen resolution of 1024x768, allowing ample room to display user interface components and eliminate many scrolling or stacked canvases. If the new Banner screen does not fit inside your Windows screen, you may need to change your screen resolution. See the next section for instructions.

To change the screen resolution in Windows:

  1. Hide any open windows to show your desktop.
  2. Right-click on a blank area of your desktop, and select Properties from the pop-up list.
  3. On the Properties dialog box, click the Settings tab.
  4. In the Screen Resolution area, drag the slider to the right until it says 1024 by 768 pixels.
  5. Click OK button.PNG.

Windows Screen Res.png

New Toolbar Icons For Banner 7

Toolbar icons have a different layout in Banner 7. Icon pictures have changed; some icons have been moved for better grouping; while others have been added or removed.

  • The Broadcast Message button becomes enabled when new system-wide message(s) are available.
  • The Fine-Grained Access Control Security button becomes enabled if there are any FGAC rules active for the user in the database.
  • The Graph Information and Show Keys buttons have been removed.
  • The Banner Bookshelf button has been removed. You must install Adobe Acrobat Reader 7 and create a shortcut to N:/Banner/V7/Doc/bkshlf7x.pdf. See Banner 7 Changes on the go/inb website for more details.

Banner Toolbar Icons.png

Options Available With Right Mouse Click

The right mouse button now provides added functionality in Banner 7. Available options can now be accessed by right-clicking on a blank area of the form (not on a field). This pop-up list contains Rollback, Save, Exit, Print, and Add to Personal Menu as well as any form-specific options, both within the form (moving to blocks) or opening up a new form (see illustration at right).

Note: You can add any form to your My Banner menu with a single click. To see a newly-added menu item you must refresh the menu by clicking the Menu link on the Banner Main Menu.

Banner Right Click.png

New Alert Options

New Alert Options (on the Display Options tab) enable you to customize how you are prompted by Banner for the following:

  • Prompt Before Exiting Banner:  Check this box if you want Banner to verify that you want to quit the Banner session before exiting. Unchecking the box will allow you to exit without being asked for confirmation.
  • Display Additional Confidential Alert:  Check this box if you want Banner to display an extra Confidential message for records that contain confidential information.
  • Display Additional Deceased Alert:  Check this box if you want Banner to display an extra Deceased message for records associated with a deceased person.

User-Defined Window Colors

You can use the User Interface Color Settings (on the Display Options tab) to customize the color of the following items:

  • Buttons, such as Cancel button.PNG and OK button.PNG (buttons in the toolbar are not included)
  • Canvas (background space) of all forms
  • Record highlighting
  • Scroll and separator bars
  • Code/Description prompts
  • Canvases within the Main Menu, including the broadcast message, menu, and menu tree canvases

To change the color of an item at the user level:

  1. From the File menu, select Preferences. Make sure the Display Options tab is selected. Make your changes on the User Interface Color Settings section on the right.
  2. NextRecord.png in the User Value field. The Select color dialog box opens.
    • On the Swatches tab, you can choose a pre-defined color.
    • On the HSB tab, you can create your own shade by using HSB values (Hue Saturation Brightness).
    • On the RGB tab, you can create your own shade using RGB values (Red Green Blue).
  3. Click OK button.PNG.
  4. Click Save icon.PNG (Save) or press Key F10.PNG to save your changes.

Note: Please be cautious about changing canvas or text colors. The text color and canvas color can NOT be the same. If they are, you will no longer be able to read the text!

We recommend you work with the default color settings for a short while to get used to the new displays before you begin making changes.

Add Personal Links To The Banner Main Menu

You can now add personal links to the Banner Main Menu. You can add links to web sites or Banner forms. To add or change Personal Links:

  1. From the File menu, select Preferences.
  2. Click the My Links tab.
  3. Enter a name for the link you want to change in the User Value field.
  4. Enter the URL (actual web address) or form name for the link you want to change in the next User Value field.
  5. Click Save icon.PNG (Save) or press Key F10.PNG to save your changes.

Note: You can create up to six personal links. Each personal link has two records—the description and the URL/object. Make sure you do not have pop-ups blocked with third-party software. Google's pop-up blocker may be bypassed by holding down Key Ctrl.PNG and then clicking your personal link.

Blue Item Labels Replaced With Banner 7 Search Icon NextRecord.png

Formerly, blue field names indicated that the field had an LOV. Now, both LOV fields and fields that are searchable have the Banner 7 Search icon next to them. You can still have the blue field name appear if you would like. You can change the color of Code/Description Prompt fields in the User Interface Color Settings section of the Display tab on the Preferences dialog box. Change the Enter the RGB color for code/description prompts setting.

Calendar Icon Added To Data Entry Date Fields

A new calendar icon (Calendar Icon.png) has been added to date fields. Formerly, you could double-click inside the date field (which you can still do) but now it is more obvious that you can select a date from a calendar to populate the Date field.

Calendar GUACALN.png

Release 7.0 features a new online help system with information about forms and fields, and the tasks you can perform with Banner. Help runs in a second web browser, therefore pop-up blockers will the use of the Help option.

There are three ways to access it:

  • Click Icon Help.png on the toolbar. Or,
  • From the Help menu, select Online Help. Or,
  • Click the Help Center link on the Main Menu.

Note: For forms with no help, the Banner online help error page may not appear for Internet Explorer users who use IE's "friendly" error messages by default.

For optimal performance in IE do the following:

  1. In Internet Explorer, select Internet Options from the Tools menu.
  2. Click the Advanced tab.
  3. Clear the checkbox for the Show friendly HTTP error messages option.
  4. Click OK button.PNG.

Features of Online Help

  • Browse for topics - The Contents tab and the bread crumb trail enable you to browse for topics. Form and field information is organized by Banner module. Task information is contained under the Procedures heading.
  • Search for topics - The Search tab allows you to search for topics within the help system. You can also use your browser's search feature to find specific text on a help page (from the Edit menu, select Find on this page.)
  • Use the index - The Index tab provides an alphabetical listing of topics within the help system. When you enter the letters of a topic, the index scrolls through the topics to the closest alphabetical match.
  • To access online help from a form, click the Icon Help.png icon or the Help menu option. This will display information about the form on which you are working.
  • If you want information about forms and tasks for another Banner product, use the Help Center link on the Main Menu of Banner, or from anywhere within the help system.
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