Preparing for Banner powered by Ellucian XE
Mark Hoye, Services Portfolio Consultant Ellucian
September 25, 2015 Introduction
• This session is about moving forward with Banner powered by Ellucian XE.
• It explains Ellucian XE, how it adds value to your investment in Banner, and how you can take advantage of its power today.
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Agenda
1 Ellucian XE
2 Banner powered by Ellucian XE
3 Preparing for Banner powered by Ellucian XE
4 Summary and Questions
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Ellucian XE Ellucian: Future-proof Technology
Evolutionary approach Extensible ecosystem strategy Global and mobile-first technology strategy Published roadmaps and product plans Investment in our products and our processes protects our customers’ investments
© 2015 ELLUCIAN. ALL RIGHTS RSERVED The XE Strategy and Design Principles
Mobile Self-Service Admin UI Cloud
XE Design Principles
Usability Features/Func on Cloud Readiness/Scalability Configura on over Customiza on Extensibility APIs/Integra on Single Global Product
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Banner powered by Ellucian XE Applications Leveraging XE Strategy
Banner Applications Integrated Applications
• Catalog & Schedule • Ellucian eTranscripts
• Faculty Grade Entry • Ellucian Mobile • Attendance Tracking • Ellucian Elevate • Event Management • Ellucian Pilot (Student Success) • Advising Student Profile • Ellucian Portal for Banner • Student Registration • Intelligent Learning Platform (ILP) • Employee Profile • APIs (Services) • Academic history • Student • Communication Management
© 2015 ELLUCIAN. ALL RIGHTS RSERVED ReSTful services and the Higher Education Data Model
• Expose “Resources” - important concepts and objects • Each resource is uniquely Resources (Nouns) “addressable” • Provide “representations” of those resources
Verbs • Provide a consistent interface (Get, Post, Put, Delete) based upon standard HTTP methods • Interaction with the API is stateless Output (XML, JSON)
© 2015 ELLUCIAN. ALL RIGHTS RSERVED RESTful API Plugin
Grails plug-in for building Restful APIs Ellucian-developed, open source
DSL-based endpoint Runtime Capabilities configuration • Whitelisting of resources • Standard HTTP Methods & Status • Specifying supported methods for a Codes resource • Report Validation Errors • Versioning a resource using custom • Use Common URI Conventions media types • Support Paging and Querying • Declaratively specifying how resources • Use a consistent representation are represented in either JSON or XML ‘domain-style’ • Support Hypermedia APIs
http://restfulapi.github.io/intro-restful-api-slides/ http://grails.org/plugin/restful-api
© 2015 ELLUCIAN. ALL RIGHTS RSERVED The Ellucian XE Registry is the authoritative resource for discovering, testing, and interacting with Ellucian XE APIs
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Ellucian Integration Hub
• Cloud-based integration service for Ellucian, 3rd party and home-grown applications • Provides hub-and-spoke, pub/ Banner sub data services • Out-of-the-box integration • Licensed with each Ellucian Ellucian application Integration • Uses open standards and Hub HeDM • Supports ESBs and IPaaSs of your choice (no vendor lock-in)
DegreeWorks Elevate
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Ellucian Integration Hub
New person added in ERP 1 1 system (e.g., Banner, Colleague) Banner Message published to Hub for 2 any interested subscribers Ellucian 2 Integration Hub Advancement CRM and Elevate receive notification 3 and process new person 3
Advancement Elevate CRM
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Banner Forms Transformation Project
Conversion of all Banner administrative forms to new Java- based administrative pages • Move away from Oracle Forms and ZK • Standardize on Java-based runtime framework serving HTML to browsers
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Target Roadmap Delivery
Employee Profile 1H2015 Human Resources Admin
Finance - Requisition 2H2015 Finance Admin
Registration self- service 1H2016 Student Admin (A/R, Financial Aid, core Student)
Student self-service (modular delivery)
Q1 Q1 Q3 Q4 Q2 Q3 Q4 Q2 Q3 2015 2016 2016
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Legacy Banner
Identity Provider (CAS, etc.)
Banner Self-Service Banner Administration
Human Resources Human Resources
General General
Finance Finance
Student Student (A/R Financial Aid, Student) (A/R Financial Aid, Student)
Banner Database
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Banner powered by XE – Deployable Applications
Identity Provider (EIS, CAS, etc.)
Application Navigator
Transformed Page Modules Lightweight Web Apps and APIs Faculty Grade Entry Requisition Human Resources Attendance Tracking Position Description General Advising Student Profile Benefits Finance Employee Profile Budget Availability
Student Student Registration Approvals (A/R Financial Aid, Student)
Banner Database
DBEU
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Coexistence and Evolution
Identity Provider (EIS, CAS, etc.)
Application Navigator
BEIS SSO Manager
Banner 8 Banner powered by XE Technology
Self-Service Admin Administrative Lightweight Web Applications Web Applications
Banner Database
DBEU
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Preparing for Banner powered by Ellucian XE Three Steps to Preparation
Skills • Infrastructure Enablers • Deployment • Common Menu • Personalization Infrastructure • Ellucian Solution • Development • DBEU Manager (ESM) • Identity • Extensibility Management • Hardware
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Three Steps to Preparation
Skills • Infrastructure Enablers • Deployment • Common Menu • Personalization Infrastructure • Ellucian Solution • Development • DBEU Manager (ESM) • Identity • Extensibility Management • Hardware
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Database Extension Utility (DBEU) Infrastructure
• Tool for applying large scale database changes to Banner Identity Provider (EIS, CAS, etc.) • First Use: Apply and enable Application Navigator new columns needed for BEIS SSO Manager Banner XE and Multi-Entity Banner 8 Banner powered by XE Technology Processing Support • Functionality will be expanded Self-Service Admin as new changes are required Administrative Lightweight Web Applications Web Applications
Banner Database DBEU
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Identity Provider (IdP) Infrastructure
• Modularization requires external authentication /
Identity Provider (EIS, CAS, etc.) identity provider
Application Navigator • CAS has been the higher BEIS SSO Manager education standard, but is Banner 8 Banner powered by XE Technology limited • Ellucian Identity Service (EIS) Self-Service Admin is a valuable alternative Administrative Lightweight Web Applications Web Applications
Banner Database DBEU
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Ellucian Identity Service Infrastructure
• Enterprise middleware identity and access management solution for higher education. • Secures access to web applications on-premises and in the cloud. • Provides SSO across disparate protocols. • Powered by the WSO2 Identity Server. • Includes enhancements like CAS protocol support and internationalized login screens. • Available to clients under their existing maintenance agreement.
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Ellucian Identity Service Infrastructure
Google Apps Office 365
Other Ellucian Apps Ellucian (Luminis, Ellucian GO, CRM) Identity Authenticate Service to EIS
SSO Manager
Banner 9 Apps
directory
Banner
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Hardware Infrastructure
• Focus shifts to the application server. Identity Provider (EIS, CAS, etc.) • Customers need hardware Application Navigator sizing and recommended BEIS SSO Manager configurations Banner 8 Banner powered by XE Technology • Performance and load testing is integral to the Banner Self-Service Admin development cycle. Administrative Lightweight Web Applications Web Applications • Memory and CPU usage determined for each application. Banner Database DBEU
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Banner Sizing and Configuration Document Infrastructure
When and Where • Initially posted Fall 2013 on the Ellucian Hub What • Contains memory and CPU core sizing info • Contains configuration best practices • Contains performance test environment information and results Additions and Improvements • Sizing information for transformed administrative pages • Provide standard VM configuration • Scale horizontally based on historical data
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Three Steps to Preparation
Skills • Infrastructure Enablers • Deployment • Common Menu • Personalization Infrastructure • Ellucian Solution • Development • DBEU Manager (ESM) • Identity • Extensibility Management • Hardware
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Application Navigator Enablers
• Provides a single interface for users to navigate between
Identity Provider (EIS, CAS, etc.) Banner administrative pages
Application Navigator • Multiple navigation BEIS SSO Manager mechanisms Banner powered by XE Technology Banner 8 o Common menu o Search Self-Service Admin Administrative Lightweight Recently opened list Web Applications Web Applications o • Shared globals and coordinated time out support
Banner Database DBEU
© 2015 ELLUCIAN. ALL RIGHTS RSERVED © 2015 ELLUCIAN. ALL RIGHTS RSERVED © 2015 ELLUCIAN. ALL RIGHTS RSERVED © 2015 ELLUCIAN. ALL RIGHTS RSERVED © 2015 ELLUCIAN. ALL RIGHTS RSERVED © 2015 ELLUCIAN. ALL RIGHTS RSERVED © 2015 ELLUCIAN. ALL RIGHTS RSERVED Ellucian Solution Manager Enablers
• Provision Banner environments • Download Banner upgrades • View documentation • View installed product versions and available upgrade releases in Banner environments • Install available Banner upgrade releases on both provisioned (OEL5) and existing Banner (Linux/Unix/ Windows) environments.
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Banner Extensibility Enablers
• Supplemental code or code artifacts that change the Extension Resources application View Extension • Made separate from application Style Extension source • Not overwritten when the system is upgraded Business Controller Extension • “Future-proofs” institutional Logic personalization • Implementation may vary based on application architecture Model Extension (Domain)
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Extensibility Tools Roadmap Enablers
Developed/Delivered In Development
Q1 2014: Q1 2015: Customize Customize Page Page TBD: TBD: Development Components Components Property File Self-Service Practices Tool (Admin) (Web Apps) Editor Page Builder
Source code Q2 2014: Q2 2015: TBD: availability Domain CPC for Branding via Git Extension Web Apps Tool Tool AngularJS Support Forms CPC Tool Transformation Frames Project
Foundations
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Custom/Modified LOE Assessment Process Enablers
Objective
o Cost-effective analysis of effort to move INB Form modifications and custom forms to XE Java technology stack. • Electronic code submission and feedback
• Automated analysis Definitions o Modification: Ellucian Baseline Form with customer changes o Custom Forms: Net new functionality not existing in Ellucian baseline
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Custom/Modified LOE Assessment Process Enablers
Solution
o Client-facing secure website for submission of custom/modified forms. o Automated analysis of custom/modified forms at no cost to client.
o Analysis output provided back to client to determine next steps. Next Steps o Ellucian cost-effective service to transform custom/modified forms OR o Client attends Ellucian training course to learn how use the transformer tool
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Custom/Modified LOE Process Overview Enablers
1. Institution uploads zip/tar of FMB Code Tree 2. Secure Ellucian website – behind Ellucian Hub login credentials 3. FMBs atomically processed at Ellucian 4. Audit report on Level of Effort transforms, or extend transformed pages
5. Notification Assessment report posted
2
1
3
Zip/Upload Code Tree
4
5 Ellucian Website
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Three Steps to Preparation
Skills • Infrastructure Enablers • Deployment • Common Menu • Personalization Infrastructure • Ellucian Solution • Development • DBEU Manager (ESM) • Identity • Extensibility Management • Hardware
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Understand Required Skills - Baseline Skills
Infrastructure • Java Platform • Application server o Configuration o Application deployment o Tuning • Oracle Database • Identity Management Banner module deployment • Configuration via property files
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Understand Required Skills Skills
Institutional Branding & Terminology • CSS • Property files Banner Application Development • Source Code Management with Git • Model-View-Controller pattern • Lightweight Web apps & APIs o Grails Web Framework / Groovy o Backbone, jQuery, AngularJS o Spring, Hibernate • Administrative applications o Eclipse, Frames, Foundations o Java (server side)
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Summary and Questions Summary
Where are you?
What will be your next step?
© 2015 ELLUCIAN. ALL RIGHTS RSERVED Questions? xeguide.ellucian.com
More information and resources @ https://xeguide.ellucian.com