Banner Online Resources

We have provided a number of online resources that we hope will help you navigate through Banner. You may Click on any of these sections to read, watch, and practice how to navigate through Banner. Clicking on these icons will allow you to:

Download the PDF file to your computer
See the Step-by-Step Instructions
Watch a Video of the steps
Practice the steps.

Getting Started

Banner uses a web browser (for example Internet Explorer, Firefox, etc.).  Access is available only to authorized users with a valid user ID and password.  There are other settings / configurations of your computer that will make using Banner easier for you.  This section will help you access Banner or know what you need to do to get started or if you’re having problems.

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System Requirements at a Glance
Ready, Set, Go . . .
Using Internet Explorer
Mozilla Firefox
Accessing Banner for the First Time - The Java Client
Pop-Up Blockers
The Google Toolbar
Are You an Administrator of Your Computer?
Setting the Screen Resolution
Logging In
Logging Out
Accessing Banner INB from Home
Banner Password Expiration
Changing Your Banner Password
Using the Oracle TNSNames File
Drop-Down Menu Error
Using a Left-Handed Mouse

 

interface

Banner operates through a familiar web-based interface which will enable you to perform your job role duties comfortably and efficiently. This section will describe the various items and their functionality that you will interface with while navigating throughout Banner 7. 

Main Menu

The first screen that you will encounter after logging in to Banner 7 is the Main Menu. This screen provides access to a list of Banner 7 menus, forms, jobs, and QuickFlows.

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Menu Bar
Toolbar
Title Bar
Direct Access
Object Search
Hierarchical Folder Structure
Using the Banner Menu Folders
Banner Broadcast Messages
Auto Hint
Status Line
Products List
Main Menu Links
My Links
Institution Link

 

forms

Forms are the critical elements in Banner 7. Through forms all information is entered, maintained, edited, and queried. They are visually organized to allow for ease of data entry and readability, and are displayed in a standard design similar to paper forms. Each form has a unique name that distinguishes it from other Banner 7 forms. It also has its own security parameters and monitoring techniques. Information entered into one form, may also be used by other forms, reports, and jobs.

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Form Naming Convention
Types of Forms
Form Elements
Form Windows
Form Window Components
Key and Information Blocks
Tabs
Quick Navigation Tips

entering & querying datA

You may enter data into a field in a variety of ways, depending on the definition of the field. Some fields allow you to enter data freely, while other fields have constraints on the type of data allowed on the type of data allowed. It is important to note that entering and querying data are grouped together in this manual because ENTERING data should not be done without first querying (searching) the data base to make sure that the information that you’re about enter isn’t already there.

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Entering Information into Validated Fields
Entering Information from Another Form
Entering IDs
Inserting New Records
Data Format Recommendations
Avoid Special Characters
Querying Information

 

reporting

There is a wealth of data available to you (depending on your permissions) in Banner.  Generating reports – getting the information out in a meaningful format – can be both a time consuming as well as rewarding endeavor.  There are a number of reporting tools available to you. 

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Viewing Job Submission Output
Extracting Banner Data to a Spreadsheet
Using Object Access Reporting
Using Oracle Discoverer

 

customization

Customizing My Banner, your personal folder, will help you work more efficiently, giving you quick access to all of the Banner objects that you use most often in your job.

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My Banner Maintenance
Navigating in the Maintenance Form
Execute a Query for a Banner Object
Inserting Objects into My Banner
Remove Items from My Banner
Rearrange Objects
Customize Descriptions
Add and Customize an existing Banner Menu

 

 

using Self-service Banner (Banner SSB)

Banner SSB provides functionality for users with a lower degree of security than Banner INB. This section provides a reference for Self-Service Banner (Banner SSB) users. 

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getting help

Banner has several kinds of help that can give you immediate online assistance.  As with other tools and resources, you will find — and utilize — the best method that meets your needs. 

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Online Help
Dynamic Help
Banner Documentation Bookshelf
Help (Item Properties)
Show Keys
Auto Hint

 

appendices

Glossary

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