www.sungardhe.com
Introductions
Name Title/function Job responsibilities Expectations
www.sungardhe.com 2
Training Agenda
Introductions Banner ODS Overview Banner ODS Architecture Banner ODS Concepts The Administrative User Interface Developing a Reporting Strategy Testing and Documentation Navigating through Banner ODS Questions and Concerns Report Writing Workshop
www.sungardhe.com 3
1 Course Goals
To provide the participants with an understanding of the Module of concentration and related information within the Banner Operational Data Store (ODS). To provide an understanding of the Metadata and Business Concept Diagrams so you are able to successfully support the ad hoc operational reporting needs as appropriate from Banner ODS. Create reports from Banner ODS using the Universities reporting tool.
www.sungardhe.com 4
Course Objectives
After completing this course, you will be able to:
Understand what Banner ODS is and how it operates Understand how to use the Banner ODS data in conjunction with your reporting tool Navigate knowledgeably through the Banner ODS metadata Develop a reporting strategy
www.sungardhe.com 5
www.sungardhe.com
Information - The Common Component
2 Information: The Common Component
Information is needed to address performance obligations Information is needed by: Executives : to monitor progress towards institutional priorities Administrators : to monitor daily operations IT : to provide enterprise intelligence and production reports IR : to monitor institutional trends, compliance Information and institutional intelligence required for measurable performance improvements
www.sungardhe.com 7
Information: The Common Component
In order to achieve their institutional mission, colleges and universities must define their business objectives to address and combat these pressures, such as: increase operational efficiency – maintain costs maximize funding – respond timely and appropriately to ensure revenue opportunities, i.e., governmental reporting, grant applications, etc. optimize accountability – legislative reporting, accreditation, budgetary reporting increase competitive positioning – institutional rankings, align curriculum to constituents’ demands The common component to these and other objectives is timely access to the information that is needed to achieve these objectives.
www.sungardhe.com 8
Information: The Common Component
Information needs to reach all levels of campus Data from lower levels must be transformed to upper levels Refined focus on supporting the actual business processes EXECUTIVES: Need visibility into progress towards our goals, objectives Performance “Am I achieving my goals?” data MANAGEMENT: Performance Need timely trends, summaries, analytics Management of our operations “How am I doing?”
Trend, KNOWLEDGE WORKERS: Need to analyze trends and root summary Enterprise Data Warehouse data causes “Why is this happening?” STAFF: Detailed Need detailed reports in many data Operational Data Store formats and ad-hoc access “What is going on?” What do I need to do?”
www.sungardhe.com 9
3 www.sungardhe.com
Banner ODS Overview
Banner ODS Overview BPRA Data Warehouse Solution Ensures Consistent Reporting Results Common Data Source Common Business Concepts Banner Operational Data Store (ODS): Ad-hoc querying and daily reporting Enterprise Data Warehouse: Historic, trend reporting and analytics
• Data Snapshots Based EDW: History on Dates and Events Jan Feb Mar Apr May … • Data Sets ‘Frozen’ for Point in Time Tools Admin ODS: Today • Historic, Trend Reporting • Analytics • One Set of Data Finance HR EM Student • Data Changes Daily • Daily Reporting Advancement AR
www.sungardhe.com 11
Banner ODS Overview Performance Reporting and Analytics Architecture
Operational Enterprise Performance Data Store Data Warehouse Management
Legacy Common Data Model Enterprise Denormalized Structures Star Schemas Digital Dashboard
Banner ETL Operational ETL Enterprise Data Store Data Enrollment Warehouse Funnel
Analytical Applications Other Reporting Reporting Tools Tools OLAP Business Intelligent Tools Channels
Operational Reports Enterprise Reports Multi-Dimensional Trends/Forecasts Analysis www.sungardhe.com 12
4 Banner ODS Overview ODS and the Reporting Tool
Oracle The Reporting Toolset
Banner Data Report Output ODS Definition
Report Definition Data
Application Server
End User
www.sungardhe.com 13
Banner ODS Overview
Simplifies information access Provides timely information to support all levels of management Improves information access performance Provides access to historical and summarized information Data refresh occurs at your specified interval Ensures consistent reporting results by providing a common data source and common business concepts
www.sungardhe.com 14
Banner ODS Overview
Data models and reports can be tailored to department-specific needs Uses Human Resources, Finance Fund/Orgn security Allows use of web-based reporting tools with graphical capabilities The ODS Administration component is web based Allows you to share solutions in an open environment
www.sungardhe.com 15
5 Banner ODS Overview What is the ODS?
Banner ODS uses reporting views to provide access to the data. Security Display rules
Banner ODS tables and reporting views were constructed with the business needs of Higher Education administration in mind.
www.sungardhe.com 16
Banner ODS Overview Why use the ODS?
Ability to produce reports without the overhead of a transactional system. Built to address reporting queries not for efficiency of data capture. Provides for the freeze of data to accommodate point in time reporting. Most upgrades to the administrative system do not affect Banner ODS.
www.sungardhe.com 17
Banner ODS Overview Key Features
Banner ODS tables are constructed specifically for reporting. Banner ODS resides on a separate reporting Server. Banner ODS is populated from Banner as the source system using composite views.
www.sungardhe.com 18
6 Banner ODS Overview Business Concepts
Advancement Human Resources
Common Finance
Advancement Prospect Employee Advancement Rating Human Resource Event Annual Giving Budget Availability Ledger Application Institution Campaign Giving History Budget Detail Human Resource Faculty Organizational Entity Constituent Encumbrance Payroll Person Demographic Constituent Entity Endowment Distribution Position Person Role Designation Giving History Endowment Units Person Supplemental Gift Fixed Asset Relationship Organizational Constituent General Ledger Pledge Grant and Project Grant Ledger Invoice Payable Operating Ledger Purchasing Payable Transaction History
www.sungardhe.com 19
Banner ODS Overview Business Concepts
Financial Aid
Accounts Receivable Student Financial Aid Application Financial Aid Award and Distribution Receivable Customer Financial Aid Fund Active Registration Receivable Revenue Admissions Application Advisor Student List Course Catalog Enrollment Management Faculty Assignment Government Reporting Recruitment Information Residential Life Schedule Offering Student Detail
www.sungardhe.com 20
Banner ODS Overview Definitions
ODS – Operational Data Store EDW – Enterprise Data Warehouse ETL – Extract, Transform and Load OWB – Oracle Warehouse Builder OLAP – On Line Analytical Processing Source – Where the data is coming from Target – Where the data is going to
www.sungardhe.com 21
7 Banner ODS Overview Naming Conventions
SunGard HE Banner Composite view – Ax_name PERSON_UID SunGard HE Banner Operational Data Store Database tables – MxT_name Reporting views – English name reports Subset of Reporting views – English name_SLOT
www.sungardhe.com 22
www.sungardhe.com
ODS Architecture
ODS Architecture Populating the ODS
Banner ODS is populated 3 ways. Initial Load Done during install Refresh Nightly? Weekly? Incremental Load Used when large amounts of data have been added to Banner Run the necessary Load Rule using the Administrative Tool
www.sungardhe.com 24
8 ODS Architecture Initial Load Process Banner Operational Data Store ReportingReporting Tool Tool
Reporting Views
Person Employee Recruitment Op. Ledger Gift Academic Banner Data Tables View Security and Display Rules Operating Ledger Person View View Employee Academic Table Table Gift View Employee View Operating Person Gift Recruitment Ledger Table Table Table Recruitment View Academic Study Table Composite Views Composite Tables
OWB
www.sungardhe.com 25
ODS Architecture Incremental Refresh
ReportingReporting Tool Tool
Reporting Reporting View View Triggers Triggers Triggers Triggers Triggers Reporting Reporting Reporting View View View
Change Change Change Table Table Table Security and Display Rules
Change Change Table Table Composite Composite Table Table
Composite Composite Composite Extract View Extract View Table Table Table
Extract View Extract View Extract View PL/SQL PL/SQL PL/SQL ETL DELETE UPDATE
Banner DBLINK ODS
www.sungardhe.com 26
www.sungardhe.com
Banner ODS Concepts
9 Banner ODS Concepts Composite and Slotted Tables
Composite Table Include the main data that is extracted from Banner and stored in Banner ODS Slotted Table Store data values for a specific code related to a base table Optimizes the speed of queries Need to keep these synchronized
www.sungardhe.com 28
Banner ODS Concepts List of Values
Banner ODS has a database schema called ODSLOV which owns the list of value views. Most, but not all, of the views are based on the MGT_VALIDATION composite table. MGT_VALIDATION is loaded using OWB from: Validation tables In some cases static lists of values (from Banner). Used by: Self-Service Reporting for search criteria. Cognos for parameter and condition sets. Oracle Discoverer End User Layer for parameter and condition sets. Other reporting tools for parameter and conditions.
www.sungardhe.com 29
Banner ODS Concepts Display Rules
Enable you to control and customize how data is stored in the Banner ODS composite tables and displayed in your Reporting views. Example – test scores or address types. Determine the positional location of data in a view, or the hierarchical order in which a particular type of data should be retrieved. “Positional“ display rules are required for all Slotted views. “Hierarchical” display rules are required for a sub-set of (non-slotted) Reporting views.
www.sungardhe.com 30
10 Banner ODS Concepts Display Rules
MGRSDAX is a copy of the Banner crosswalk validation table (GTVSDAX). MGRSDAX specifies the display rules that will define code values loaded into Banner ODS. Internal Groups, Internal Codes, and Sequences set by SunGard (eg. Address, ADMSADDR, 1) External Codes set by users (eg. PR) Need to review all delivered Display Rules. Edit to reflect your institution’s specific code values. They will be used by report writers during development.
NOTE: The rules for modules are detailed/defined in the modules slides.
www.sungardhe.com 31
Banner ODS Concepts Freeze
Allows the saving of snapshots of data tables and/or views at a point-in-time Need to determine a naming convention for frozen tables and views Freeze multiple related tables/views at once Create list of tables/views Schedule a process to freeze them all Freeze single table or view
www.sungardhe.com 32
Security The Basics
Fine-Grained Access Control (FGAC) is a good way to secure data within Banner ODS. It restricts a user to see only the data they have been given access to.
For example, only their own department. A way to “hide” information in specified columns while still allowing a user to see other information associated with the record The security rules are applied when the user searches for information within Banner ODS.
www.sungardhe.com 33
11 Security The User
There are two types of Users in Banner ODS: Report writers requiring access to Banner ODS. Report consumers require an Oracle user account in your source system.
www.sungardhe.com 34
Security Access
Full access to all data in Banner ODS. Full access to all data at the Organizational Concept level. Academic, Course and Academic, Financial, or Workforce Full access to all data at an element level. College, Department, Major, Organization, or Fund level Restricted access to data at the element level based on a list or range of values for a specific data element. Allow a user to access only data related to the user’s department or a range of fund codes.
www.sungardhe.com 35
Banner ODS Concepts Security
Using Fine-Grained Access Control you only have to create a single view or report and everyone can use the same version BUT again, access to specific data within the result-set is limited by the user’s security. This should be kept in mind when reports are going to be shared to areas outside of those requesting the report. The ‘numbers’ are only reflected for that area – not across campus.
www.sungardhe.com 36
12 Banner ODS Concepts Self-Service Reporting
Provides simple, ad hoc access to information in Banner ODS Delivered with report templates. Provide examples of common data retrieval needs across your institution Uses a filter – list – detail approach
www.sungardhe.com 37
www.sungardhe.com
The Administrative UI
More of the Details
The Administrative UI
Execute and Monitor Processes Load and Refresh Freeze Checks and Balances Review Control Reports Set up and Maintain Display Rules View and Maintain Meta Data Security Fine-Grained Access
NOTE – This is Primarily a technical responsibility that users should be aware of.
www.sungardhe.com 39
13 The Administrative UI Schedule Process
Schedule Banner ODS Mappings – used to load or update data in Banner ODS composite and slotted tables. Can be done for all of Banner ODS using Load All Banner ODS Products Refresh All Banner ODS Products Or you can load by module Load Finance Refresh Student Or by individual mappings Refresh Validation Tables
www.sungardhe.com 40
The Administrative UI Schedule Process
Freeze Multiple Banner ODS Tables/Views Create a list of tables and/or views to freeze Freeze a Single Banner ODS Table/View Enables the freeze of single Table/View situations
www.sungardhe.com 41
The Administrative UI Banner ODS Utilities
Use this option to report source change table counts, reconcile tables, add comments to reporting views, and run checks and balances . Report Banner ODS Source Change Table Counts Transfer Banner Fine-Grained Access Reconcile Multiple Tables Reconcile a Single Table Banner ODS Checks and Balances
www.sungardhe.com 42
14 The Administrative UI Control Reports
When a process runs a control report is created to show the status Review daily Use Admin tool Email to a distribution list Messages View for individual error messages Select lines of report using Filter option Save report to a CSV file
www.sungardhe.com 43
www.sungardhe.com
The Metadata
Metadata Object Types
Metadata is information about the structure of the data itself, such as the columns or fields in the data source, the format or the location of the data sources Target view – Banner ODS views that join related information from the Banner tables. Source Table – Tables from the Banner database Source Function – Functions that use data from Banner tables to create new data that is stored in Banner ODS.
www.sungardhe.com 45
15 Metadata
Provides documentation of both target and source views At Target Banner ODS and Banner Source View level At the Column level Relates Banner to Banner ODS, and Baner ODS to Banner Customizable at the local level Delivered as data within the database to be subsequently generated as static HTML for deployment on the client intranet
www.sungardhe.com 46
Metadata
Composite views represent a composite (mixture) of the tables selected from Banner and allow for a single piece of data to be extracted row-by- row. All the business logic is included in the view itself. Column names are generic Term becomes Academic Period PIDM becomes UID (unique ID) Data views are divided into the various Banner systems Accounts Receivable Advancement Common Finance Financial Aid Human Resources Student
www.sungardhe.com 47
Metadata Reporting View Structure
Target Column – Column name in the composite view target. Business Definition – Defines the target column in business terms. Database Data Type – Used for formatting purposes when writing reports. Source Name – Source table, FUNCTION, CONSTANT, OR CALCULATION Source Column – Source column name from the source table or view, if the source is a table or view. Name of the PL/SQL function if the source is FUNCTION, description of the constant if the source is CONSTANT, or description of the calculation used if the source is CALCULATION
www.sungardhe.com 48
16 Using the Metadata Business Concept Diagrams
Entity Relationship Diagram (ERD) format. The Diagram provides a visual representation of the data. Only the primary keys are included in the Diagram in order to make it easier to read. The keys represent the columns that uniquely identify a row or rows in a reporting view. A FK (foreign key) next to a column name designates the columns that are common between associated reporting views .
www.sungardhe.com 49
www.sungardhe.com
Developing a Reporting Strategy
Developing a Reporting Strategy
Develop a Strategic Reporting Plan Data Standards Committee Develop a reporting team Strategic Reporting Team Members ODS Administrator – usually from IT Reporting Tool Administrator Key Report Writers End Users Key Administrators – The people who have a broad knowledge of the university and the ability to make or escalate key decisions regarding reporting on campus IT Representative
www.sungardhe.com 51
17 Developing a Reporting Strategy
Strategic Reporting Team Responsibilities Manage expectations of reporting community Make recommendations on access Assist IT group with decision-making involving end users and executives • ODS Administrator Responsibilities Manage the ODS (loads, refreshes, security, metadata) Review logs and checks for errors Freeze views
www.sungardhe.com 52
Developing a Reporting Strategy
Organizational Experts responsible for data assist with design of reports Department Training Who will be responsible? When will training occur?
www.sungardhe.com 53
Developing a Reporting Strategy Who are the users? Power users – ad hoc Business users - managed Casual users – directed
IT
Why do we need this report?
What is the value it adds to the organization?
Where is the data for the report coming from?
What tools do they need?
www.sungardhe.com 54
18 www.sungardhe.com
Testing and Documentation
Testing and Documentation
Use reports you trust Against Banner Banner forms Create reports focused on business issues via the reporting tool Testing Sufficiency of Content Is the data accurate? Is all necessary data available? What are the documentation needs?
www.sungardhe.com 56
Testing and Documentation Why is my Data out of Sync?
Currency of data in the ODS Timing of a query and when ODS refreshed Display Rule Definitions Rules may differ between two systems Security Rule Definitions Rules may differ between two systems
www.sungardhe.com 57
19 Testing and Documentation Reference Materials
Banner Operational Data Store Handbook Banner Operational Data Store Release Guide Banner Operational Data Store Installation Guide Banner Operational Data Store Upgrade Guide GTVSDAX Handbook
www.sungardhe.com 58
Testing and Documentation
The ODS Handbook Provide core application documentation of the supporting processing and usage considerations Delivered in Adobe Acrobat format The Meta Data Provides documentation of both target and source At Target Banner ODS and Banner Source View level At the Column level Relates Banner to ODS, and ODS to Banner Customizable at the local level Delivered as data within the database to be subsequently generated as static HTML for deployment on the client intranet
www.sungardhe.com 59
www.sungardhe.com
Address Views
20 Reporting Views Address
Address Address_By_Rule Address_Current Address_Preferred Geographic_Region Person Person_Address Internet_Address Internet_Address_Current
www.sungardhe.com 61
Reporting Views Address
Contains all mailing addresses in the administrative system for a person or entity. Contains Start and Stop Dates, Address Status Indicator, Address Type and Address Number and Preferred Address Indicator. You must understand the rules of selection such as Address Type, dates and statuses to limit the records returned. This does not use the address hierarchy approach. Advantage - lets you select addresses for future dates (those already coded to return active addresses use the SYSDATE as the date of currency)
www.sungardhe.com 62
Reporting Views Address_By_Rule
Will return one currently active address for entity, based on the current date and address rule specified Utilizes the values defined within the MGRSDAX table to identify a hierarchy of addresses to select from, so that a user can obtain whichever hierarchy of addresses they choose based on the business need (one hierarchy for Admissions, another for Registrar, or defined address rule, etc.). Most important and most frequently overlooked, is that the ADDRESS_RULE parameter MUST be supplied or the resultant retrieval will appear as a Cartesian product.
www.sungardhe.com 63
21 Reporting Views Address_By_Rule
Set up to use the ODS profile selection, so that an individual can have their own hierarchy that overrides the address rule provided as the default. All addresses retrieved by this view could have the parameter set up in the reports to allow for the hierarchy of 'ADMSADDR", but specific individuals, using their own profile, can obtain the same report, using the same parameters, but with an overridden address hierarchy.
www.sungardhe.com 64
Reporting Views Address_Current
Designed to allow the user to obtain only current addresses Multiple addresses will be returned Does not use the address hierarchy approach. Contains the Address Type, Address Number and Preferred Address Indicator
www.sungardhe.com 65
Reporting Views Address_Preferred
Designed to return only the preferred, current address for an individual. Checks the preferred indicator in Banner, checking first in Advancement for a preferred address type, and then defaulting to PREFADDR Rule value for the Address Rule.
www.sungardhe.com 66
22 Reporting Views Geographic_Region
Contains data about the geographic regions associated with the addresses of an entity.
www.sungardhe.com 67
Reporting Views Person
Contains the Preferred Address of the person as set by the preferred address of the institution Preferred Address of the institution is set in Banner in the GTVSDAX table – ADDRESS Internal Group/ PREFADDR Internal Code. The value can be changed in the ODS by changing the Display Rule for ADDRESS and PREFADDR rule.
www.sungardhe.com 68
Reporting Views Person_Address Contains information used to add a mailing address to a report or print a mailing label. Since the main purpose of this reporting view is to support correspondence, only persons who are not deceased will appear in this reporting view. This view is the primary address view indicated on metadata business concept diagrams. Utilizes the values defined within the MGRSDAX table to identify a hierarchy of addresses to select from, so that a user can obtain whichever hierarchy of addresses they choose based on the business need (one hierarchy for Admissions, another for Registrar, or defined address rule, etc.). Most important and most frequently overlooked, is that the ADDRESS_RULE parameter MUST be supplied or the resultant retrieval will appear as a Cartesian product.
www.sungardhe.com 69
23 Reporting Views Internet
Internet_Address Contains all internet addresses data for entities (Person and Organizations in Banner ODS. Contains the Internet Address Preferred Indicator
Internet_Address_Current Contains only active internet addresses
www.sungardhe.com 70
www.sungardhe.com
Banner and Banner ODS
Making the Connection
Banner and Banner ODS Making the Connection
Simple Steps Know the Banner form you need data from Use dynamic help query to identify the table and field names Use the Metadata to crosswalk from Banner to Banner ODS Identify the Banner ODS views and fields needed
www.sungardhe.com 72
24 www.sungardhe.com 73
www.sungardhe.com 74
Match the Table Name…
In the web interface or via your reporting tool access the Meta Data
Select the appropriate business reporting view
Locate the Source Reports and select the table
www.sungardhe.com 75
25 Locate the Field Name…
www.sungardhe.com 76
www.sungardhe.com
Questions and Answers
www.sungardhe.com
26 www.sungardhe.com
SunGard, the SunGard logo, , the logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, Plus, and PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. © 2003-2004 SunGard
27