Difference between revisions of "Tech Helpdesk Public Documentation"

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== Banner Administration  ==
== Banner Administration  ==
==== <center>Banner Basics</center>  ====
===== What's New In Banner 7  =====
===== Banner 7 Interface Changes  =====
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  ====
'''Go Field Changed To Go To'''
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.
'''[[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 up.png]]and '''[[Image:Key Down.png]]''' navigation also works in this field.
'''All Icons Now Visible In The Main Menu'''
The entire toolbar is now accessible from the Main Menu.
'''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.
==== Enhanced User Interface  ====
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]]''' (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.
'''[[Image:SPAIDEN Tabs.png]]'''
<br> 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 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 [[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.
'''Disabled Text Easier To Read'''
Disabled text is now black (the same as regular text), making it easier to read.
==== <br>  ====
'''Options Available With Right Mouse Click'''
{| class="prettytable"
| 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>
'''Smart Toolbar'''
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.
'''Enhanced User Preferences'''
Access the enhanced user options on the Main Menu as follows:
*From the '''File menu''', select '''Preferences'''.
*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.
'''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 '''[[Image:Button Cancel.png]]''' and '''[[Image:Ok button.jpg]]''' (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:
*#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]] 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).
*#Click '''[[Image:Ok button.jpg]]'''.
*#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!
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>  ====
'''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:
#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.
'''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.
'''Blue Item Labels Replaced With Banner 7 Search Icon [[[Image: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. See the section on ''User-Defined Window Colors'' for instructions.
'''Banner 7 Uses The Verdana Font'''
Banner 7 uses the Verdana font for all text.
'''Equal Left And Right Margins'''
Banner 7 forms now have equal left and right margins. Banner 6 forms were off-center.
==== <br>  ====
'''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.
[[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.
'''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:
##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'''
'''[[Image:Icon Help.png]] '''(Online Help) and the Help menu option initially display information about the form on which you are working.
'''Accessing The Help Center'''
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.
'''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.
==== Tool Bar Buttons And Shortcuts In Banner 7  ====
{| class="prettytable"
| <center>'''Tool Bar Button'''</center>
| &nbsp;&nbsp;&nbsp;&nbsp; '''Function'''&nbsp;
'''Key Stroke Shortcut''' &nbsp; &nbsp;
| <center>'''[[Image:Save icon.PNG]]'''</center>
| <center>Save</center>
| <center>'''[[Image:Key F10.png]]'''</center>
| <center>'''RollBack'''</center>
| <center>Rollback</center>
| <center>'''[[Image:Key Shift.png]]'''+ [[Image:Key_F7.png</center>
| <center>'''Select'''</center>
| <center>Select</center>
| <center>'''[[Image:Key Shift.png]] '''+ '''F3'''</center>
| <center>'''InsertRecord'''</center>
| <center>Insert Record</center>
| <center>'''F6'''</center>
| <center>'''[[Image:Remove Record.png]]'''</center>
| <center>Remove Record</center>
| <center>'''[[Image:Key Shift.png]] '''+ '''F6'''</center>
| <center>'''PreviousRecord''''''<br>'''</center>
| <center>Previous Record</center>
| <center>'''[[Image:Key up.png]]'''</center>
| <center>'''NextRecord''''''<br>'''</center>
| <center>Next Record</center>
| <center>'''[[Image:Key Down.png]]'''</center>
| <center>'''[[Image:Icon PreviousBlock.png]]'''</center>
| <center>Previous Block</center>
| <center>'''[[Image:Key Ctrl.png]] '''+ '''[[Image:Key Page Up.png]]'''</center>
| <center>'''[[Image:Icon NextBlock.png]]'''</center>
| <center>Next Block</center>
| &lt;center[[Image:Key Ctrl.png]] + '''[[Image:Key Page Down.png]]'''&lt;/center&gt;
| <center>'''EnterQuery'''</center>
| <center>Enter Query</center>
| <center>'''[[Image:Key F7.png]]'''</center>
| <center>'''ExecuteQuery'''</center>
| <center>Execute Query</center>
| <center>'''[[Image:Key F8.png]]'''</center>
| <center>'''CancelQuery'''</center>
| <center>Cancel Query</center>
| &lt;center[[Image:Key Ctrl.png]] + '''[[Image:Key Q.png]]'''&lt;/center&gt;
| <center>'''[[Image:Icon Help.png]]'''</center>
| <center>On-Line Help</center>
| <br>
| <center>'''[[Image:Exit Icon.png]]'''</center>
| <center>Exit</center>
| &lt;center[[Image:Key Ctrl.png]]+ '''[[Image:Key Q.png]]'''&lt;/center&gt;
| <br>
| <center>Next Field</center>
| <center>'''[[Image:Key Tab.png]]'''</center>
| <br>
| <center>Previous Field</center>
| &lt;center[[Image:Key Shift.png]]+ '''[[Image:Key Tab.png]]'''&lt;/center&gt;
| <br>
| <center>Next Tab</center>
| <center>'''[[Image:Key Ctrl.png]]'''+ '''[[Image:Key Tab.png]]'''</center>
| <br>
| <center>Previous Tab</center>
| &lt;center[[Image:Key Ctrl.png]]+ '''[[Image:Key Shift.png]]''' + '''[[Image:Key Tab.png]]'''&lt;/center&gt;
==== Assigning A Proxy For Time Approvals  ====
Time Entry Approvers can assign another employee as a proxy to approve time sheets in their absence. Proxies ''must'' be configured with appropriate security parameters set. There are two options available for requesting and setting up proxy(s).
'''Option 1 '''
Time Entry Approver should contact the appropriate department email or extension with the information listed below:
1. Employee(s) being assigned as proxy.
2. Employee(s) for which proxy should have approval authority.
For Staff approval, please contact Human Resources at hr@middlebury.edu or ext. 5156.
For Student approval, please contact Student Employment at seo@middlebury.edu or ext. 5377.
Please allow a minimum of 24 hours (excluding weekends) for your request to be processed.
'''Option 2 '''
1. Contact Human Resources providing them with the name(s) of your proxy or proxies, and the employee(s) for which they should have approval authority. Allow the time they request for configuration of security parameters.
2. To log into Banner, type '''go/inb''' in the '''Address''' field of your browser and press '''[[Image:Key_Enter.png]]'''.
3. Click the link for the '''Production''' database. The '''Logon '''dialog box opens.
4. Complete the '''Logon''' dialog box as follows:
a. In the '''Username''' field, type your username.
b. In the '''Password''' field, type your password.
c. Click '''[[Image:Connect.png]]'''.
5. In the '''Go To''' field of GUAGMNU, type '''NTRPROX''' and press '''[[Image:Key_Enter.png]]'''. The '''Electronic '''
'''Approval Proxy Rules NTRPROX''' form opens.
6. From the '''Options''' menu, select '''Time Entry Proxy'''. The '''Alternate Logon Verification Form '''opens.
7. Your username should appear in the '''Alternate User ID''' field. In the '''Alternate Password''' field, type your Banner password.
8. Click '''[[Image:Verify.png]]'''. The '''Time Entry Proxies''' form opens.
9. Enter the '''Proxy ID '''of the person you want to designate as a proxy in one of the two following ways:
a. Enter their username:
a. In the '''Proxy ID '''field, type the username of the person you want to be a proxy.
b. Press [[Image:Key_Tab.png. The full name of the person populates the '''Name''' field.
b. Search for the Proxy ID.
a. Click '''[[Image:NextRecord.png]]''' to locate the '''Proxy ID'''.
b. Use the scroll bar to view the list of available proxies.
c. Double-click your selection to populate the Proxy ID and Name fields.
10. Press '''[[Image:Key_Down.png]]''' if additional proxies are desired and repeat the procedure above.
11. If you make a mistake and want to remove a Proxy ID:
a. Select the Proxy ID to be deleted.
b. Click [[Image:Remove_Record.png (Remove Record).
12. When you are finished, click '''[[Image:Save_icon.PNG]] '''(Save).
13. Click '''[[Image:Exit_Icon.png]] '''(Exit).
<br> '''[[Image:ProxyList.png]]'''
Finished Proxy List
== Web Resources  ==
== Web Resources  ==

Revision as of 07:19, 7 January 2010

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