Transcript No Slide Title

DegreeWorks Project Launch
Banner Extracts
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DegreeWorks Project Launch
Banner Extracts
Purpose of the Banner Extracts
 Extract data from the Banner database that is required by
DegreeWorks and load the data into the RAD, DAP and/or
SHP databases.
 Banner versions currently supported: 7 and 8
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Banner Extracts
DegreeWorks Server
UCX
Tables
Banner Server
Course Equivalency
ETS Data and UCX
Course Data
Student Data
DegreeWorks
Data Storage
Batch
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Banner
Database
Extract
Real Time
Batch
Requests
Web
Requests
Transit/cron
Web Server
CGI/Sockets
Users
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Banner Extracts
 Extract Process Flow
 Select desired student population
 SQL file creates file of IDs
…or…
 Use Selection criteria to create file of IDs
 Run Banner Extract and Bridge – (RAD30)
 Read mode (e.g. Student, Advisor …)
 Process each ID – (BAN40/banstudent)
 Read SPRIDEN (primary-mst)
 Read SORLCUR/SORLFOS (degree-dtl)
 Read SFRSTCR, SHRTCKN, SHRTRCE (class/transfer-dtl)
 Load (bridge) data – (RAD41/radbridge)
 Hash used to check for data changes
 Generate Audit Processor (DAP22) called to process students
with data changes
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Current Banner Extracts
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STUDENT – All Student oriented data
COURSE - Course data (rad_course_mst)
EQUIV – Equivalencies (dap_eqv_crs_mst/CFG070)
UCX (only 15 tables are extracted into DW)
ADVISOR/STAFF
 rad_primary_mst, shp_user_mst, dap_user_mst
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Order of Processing
 UCX – load the UCX tables from Banner
 COURSE – load the rad_course_mst
 EQUIV – load the dap_eqv_crs_mst
 Must load UCX-CFG074 Reused Course Keys first
 STAFF – load staff for PC products/web
 ADVISOR – load the advisors into the
rad_primary_mst, shp_user_mst, dap_user_mst
 STUDENT – load few test students to start and then
determine the pool of students that are desired in
DegreeWorks
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Banner Extracts
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 Three ways to run an extract:
 1. Transit RAD30
 2. Web On-demand refresh
 3. Batch script from the command line or cron/at
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 Extracting Student Data
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By Student
 On Demand
 Transit
 Select 1 student
 Script/cron job
 bannerextract student studentid
Select a group of students
 Transit
 Use selection criteria
 Script/cron job
 bannerextract student idfile_of_student_ids.ids
Defined SQL job
 Transit
 Checkbox Use Default SQL
 Script/cron job
 bannerextract student
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Batch – RAD30JOB
 Access via Transit
 Banner Selection criteria only available for STUDENT
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BA02
BCLG
BCON
BDEG
BLVL
BMAJ
BMIN
BSCH
BSTS
BB05
BB06
BB07
BB11
BB12
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Student ID
College code
Concentration codes
Degree code
Student Class Level code
Major codes
Minor codes
Level code
Student type code
End term
Matric term
Admit term
Grad term
Academic cat-yr term
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Invoking Other Modes via Transit - RAD30
 COURSE – ALWAYS extracts ALL records
 ADDs record if NOT found, otherwise it updates record
 EQUIV - ALWAYS extracts ALL records
 DELETES ALL dap_eqv_crs_mst RECORDS, then
recalculates equivalencies from scratch and ADDs all new
records (rewrites CFG070)
 UCX – ALWAYS extracts ALL records
 Configuration flag in CFG020 BANNER: “Add UCX Only”
 If = ‘Y’ then UCX records are only added if NOT found,
otherwise the record is skipped.
 If = ‘N’ then the each UCX table extracted is first deleted
and then added entirely from Banner
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Banner Extracts
On-demand Refresh
 Banner data is refreshed (button)
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SDREFRES key in the SHPCFG file
Clicking button always performs refresh
Timeout is ignored
Hash checked but date still updated
No audit is run
Good for troubleshooting issues
BC 16
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Invoking the Banner Extracts from the Command Line
 $ bannerextract extract_type <id or sql file>
 Extract_type
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student
advisor
staff
course
ucx
 Id file
 Example - student.ids
 SQL file
 If no ID or SQL file included, then default SQL file will be
used
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Script: $IFAS_HOME/scripts/bannerextract
 The “bannerextract” command line script may be used to
run any of the Banner extract programs instead of
Transit/RAD30.
 This script MUST NOT BE RUN from the
$IFAS_HOME/sql directory (contains the local SQL files).
 The bannerextract sql just select the pool of records (e.g,
selected by ID Codes, Course Keys) that will be extracted
from Banner. They have nothing to do with the actual data
being extracted.
 The $ADMIN_HOME/common/bannerextract.config file is
used to actually extract the data from the Banner
database. More later on this topic…
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Student
 To run the student extract using bannerstudents.sql file in
the $LOCAL_HOME/sql directory:
 $ bannerextract student
 You may also specify a different sql file in the
$LOCAL_HOME/sql directory:
 $ bannerextract student somestudents.sql
 You may also specify a file of student IDs in the
$LOCAL_HOME/sql or current directory:
 $ bannerextract student somestudents.ids
 For testing purposes you may also supply a single student
ID instead of a file name:
 $ bannerextract student 1234567
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Banner Extract Population
 Select active pool of students
 local/sql/bannerstudent.sql
SELECT DISTINCT(SPRIDEN_ID)
FROM SPRIDEN, SGBSTDN B
WHERE B.SGBSTDN_STST_CODE IN
(SELECT STVSTST_CODE FROM STVSTST
WHERE STVSTST_REG_IND = 'Y')
AND B.SGBSTDN_TERM_CODE_EFF =
(SELECT MAX(C.SGBSTDN_TERM_CODE_EFF) FROM SGBSTDN C
WHERE C.SGBSTDN_TERM_CODE_EFF <= '200710'
AND C.SGBSTDN_PIDM = B.SGBSTDN_PIDM
AND B.SGBSTDN_LEVL_CODE IN ('UG', 'GR', 'LA'))
AND B.SGBSTDN_TERM_CODE_CTLG_1 >= '200610'
AND SPRIDEN_PIDM = B.SGBSTDN_PIDM
AND SPRIDEN_CHANGE_IND IS NULL ORDER BY SPRIDEN_ID;
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STUDENT:
$LOCAL_HOME/sql/bannerstudents.sql
-- Change this select stmt to be whatever you want to select the pool
-- of students you want pulled into DegreeWorks
SELECT DISTINCT(SPRIDEN_ID)
FROM SPRIDEN, SGBSTDN B
WHERE B.SGBSTDN_STST_CODE IN
(SELECT STVSTST_CODE FROM STVSTST
WHERE STVSTST_REG_IND = 'Y')
AND B.SGBSTDN_TERM_CODE_EFF =
(SELECT MAX(C.SGBSTDN_TERM_CODE_EFF) FROM
SGBSTDN C
WHERE C.SGBSTDN_TERM_CODE_EFF <= '200710'
AND C.SGBSTDN_PIDM = B.SGBSTDN_PIDM
AND B.SGBSTDN_LEVL_CODE IN ('UG', 'GR', 'LA'))
AND B.SGBSTDN_TERM_CODE_CTLG_1 >= '200610'
AND SPRIDEN_PIDM = B.SGBSTDN_PIDM
AND SPRIDEN_CHANGE_IND IS NULL ORDER BY
SPRIDEN_ID;
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Advisor
 To run the advisor extract using banneradvisors.sql
file in the $LOCAL_HOME/sql directory:
 $ bannerextract advisor
 You may also specify a different sql file in the
$LOCAL_HOME/sql directory:
 $ bannerextract advisor someadvisors.sql
 You may also specify a file of advisor IDs in the
$LOCAL_HOME/sql or current directory:
 $ bannerextract advisor someadvisor.ids
 You may also supply a single advisor ID instead of
a file name:
 $ bannerextract advisor 9876543
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ADVISOR: $LOCAL_HOME/sql/banneradvisors.sql
-- Change this select stmt to be whatever you want to select the pool
-- of advisors you want pulled into DegreeWorks
select distinct spriden_id from spriden, sgradvr, sgbstdn b
where spriden_change_ind is null
and spriden_pidm = sgradvr_advr_pidm
and (b.sgbstdn_stst_code in
(select stvstst_code from stvstst where stvstst_reg_ind = 'Y')
and b.sgbstdn_term_code_eff =
(select max(c.sgbstdn_term_code_eff)
from sgbstdn c where c.sgbstdn_term_code_eff <= '200710'
and c.sgbstdn_pidm = b.sgbstdn_pidm)
and b.sgbstdn_levl_code in('UG', 'GR')
and b.sgbstdn_term_code_ctlg_1 >= '200410')
and b.sgbstdn_pidm = sgradvr_pidm order by spriden_id;
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Staff
 To run the staff extract using bannerstaff.sql file in
the $LOCAL_HOME/sql directory:
 $ bannerextract staff
 You may also specify a different sql file in the
$LOCAL_HOME/sql directory:
 $ bannerextract staff somestaff.sql
 You may also specify a file of staff IDs in the
$LOCAL_HOME/sql or current directory:
 $ bannerextract staff somestaff.ids
 You may also supply a single staff ID instead of a
file name:
 $ bannerextract staff 7654321
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STAFF: This file is not delivered – you may create
your own:
$LOCAL_HOME/sql/bannerstaff.sql
Normal practice is to create a staff.ids file of
SPRIDEN IDs (and passwords) and use it as input:
$ bannerextract staff staff.ids
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Selected UCX Tables
 To run the ucx extract using a list of DegreeWorks
UCX tables listed in a file with a “.ids” extension in
$LOCAL_HOME/sql (do not use with cron):
 $ bannerextract ucx someucxtables.ids
 The $LOCAL_HOME/sql/someucxtables.ids” file
might contain tables (do NOT include the UCX_):
 STU352
 STU560
 STU563
 In this case ONLY these 3 UCX tables will be reextracted from Banner and loaded into the
appropriate UCX_STU### table.
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Deleting IDs
 Run deleteid to remove unwanted ID codes from
the DegreeWorks database using the
bannerdeleteids.sql file in the $LOCAL_HOME/sql
directory (Warning: do not use with cron! ):
 $ bannerextract deleteid
 You may also specify a different sql file in the
$LOCAL_HOME/sql directory:
 $ bannerextract deleteid somedeletes.sql
 You may also specify a file of IDs in the
$LOCAL_HOME/sql or current directory:
 $ bannerextract deleteid somedeletes.ids
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Client SQL Configuration File
$ADMIN_HOME/common/bannerextract.config
Allows the data to be extracted from Banner to
match how you are storing data in Banner
Every table with a SELECT clause in the extract
uses bannerextract.config
The sequence is as follows:
 RAD30 selects the pool of ID codes, Course keys, etc.
 The extract uses the bannerextract.config file to extract the
data for each IDs/Keys passed by RAD30.
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Examples from bannerextract.config
## SPRIDEN - Individual (student/advisor/staff) ##
 # Standard is to only select by the SPRIDEN_PIDM
# and a SPRIDEN_CHANGE_IND of NULL –
# but you may add to the WHERE clause if needed
# --- but don't forget the final AND
SPRIDEN-from: FROM SPRIDEN a
SPRIDEN-where: WHERE
#
a.SPRIDEN_PIDM = <individual's pidm>
#
AND a.SPRIDEN_CHANGE_IND IS NULL
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Examples from bannerextract.config (cont…)
######### SORLCUR - CURRICULUM (ban40) #########
# SORLCUR must be a; AND is required at the end of WHERE
SORLCUR-from: FROM SORLCUR a
SORLCUR-where: WHERE a.SORLCUR_CACT_CODE = 'ACTIVE'
SORLCUR-where: AND a.SORLCUR_SEQNO =
SORLCUR-where: (SELECT MAX(b.SORLCUR_SEQNO) FROM SORLCUR b
SORLCUR-where: WHERE b.SORLCUR_PIDM =
a.SORLCUR_PIDM
SORLCUR-where: AND b.SORLCUR_PRIORITY_NO = a.SORLCUR_PRIORITY_NO
SORLCUR-where: AND b.SORLCUR_LMOD_CODE = 'LEARNER')
SORLCUR-where: AND
#
a.SORLCUR_PIDM = <students-pidm>
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Password Setup in bannerextract.config
 3 Keywords:
 PASSWORDSTU – for students
 PASSWORDADV – for advisors
 PASSWORDSTF – for staff
 A concatentated password (shp_access_code) can
be generated using a SQL statement using
whatever tables the client wants to use.
 If no valid password is generated (blank) then a
random password will be generated (using
alphabetic and numeric characters – 10-bytes)
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Examples from bannerextract.config (cont…)
####### PASSWORDSTU - WEB Password (ban40) #########
# This special SQL is used to create the piece of data to be loaded
# into the shp_access_code as the SHP password for Students.
# The SELECT clause MUST only return 1 data value.
# If the value is BLANK or no valid record is found a RANDOM
# 10-byte alphanumeric password will automatically be generated.
# The = {STU_PIDM} MUST be somewhere in the WHERE clause.
# The {STU_PIDM} will be replaced with the real PIDM processed.
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Examples from bannerextract.config (cont…)
######### PASSWORDSTU - WEB Password (ban40)
###########
# DO NOT DELETE THE ENTRIES BELOW!!! LEAVE THE KEYS AND
# BLANK OUT EVERYTHING AFTER THE COLON IF A RANDOM
# PASSWORD IS TO BE GENERATED!!!
 PASSWORDSTU-select: SELECT RPAD('S' ||
 PASSWORDSTU-select:
RPAD(a.SPBPERS_DRIVER_LICENSE,6) ||
 PASSWORDSTU-select:
RPAD(a.SPBPERS_ETHN_CODE,1) ||
 PASSWORDSTU-select:
RPAD(a.SPBPERS_BIRTH_DATE,2) ||
 PASSWORDSTU-select:
RPAD(a.SPBPERS_LEGAL_NAME,4),14) password_key
 PASSWORDSTU-from: FROM SPBPERS a
 PASSWORDSTU-where: WHERE a.SPBPERS_PIDM = {STU_PIDM}
 PASSWORDSTU-orderby: ORDER BY SPBPERS_ACTIVITY_DATE DESC
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 Added “password” field to the Staff “.ids” file in the
$LOCAL_HOME/sql/ directory
 Optional – if password included after the Staff ID (starts in
byte 11) it will be used as the shp_access_code for that
staff member.
 (NOTE: the PASSWORDSTF entries in bannerextract.config
must be left blank for this password to be used).
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Banner Extracts
 Configuration Decisions
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Email
Repeat Policies
Repeatable Policies
Equivalencies
Cross Listed Courses
Skip classes (do not import to DegreeWorks)
Class Flag Overrides (e.g. In-Progress, Insufficient)
Identify Student/Advisor/Staff Population to Load
Custom Banner Data
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Settings
Change UCX-SCR001 DegreeWorks Field Names to Banner Field
Names:
Status to Student Type
School to Level
Level to Student Class Level
Set the UCX-CFG020 flags/values:
“BANNER” record
“REFRESH” record
“SEARCH” record
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Banner Extracts
UCX-CFG020 “BANNER” Configuration
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Banner Extracts
 Repeat Policy
SHRTCKN_REPEAT_COURSE_IND :
I – always include
E – skip or include?
A – skip or include?
1.
LAST credits and grade points count in DegreeWorks. Earlier
occurrences are forced to “insufficient” and do NOT count.
2.
BEST credits and grade points count in DegreeWorks. All other
occurrences go to “insufficient” and do NOT count.
3.
All occurrences count in the credits and GPA calculations in
DegreeWorks. Classes will be applied where they fit.
TG-40
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Banner Extracts
 Repeat Policy (continued)
4.
All sets of grades and grade points count for GPA calculations.
ONLY the credits from the LAST occurrence count in
DegreeWorks. All other occurrences go to “insufficient”.
5.
All occurrences of the repeated class will be listed on the
DegreeWorks audit where they could apply (all occurrences will
stay grouped together by DegreeWorks). All sets of grades and
grade points are used in the GPA calculation, but only credits for
the class with the BEST grade are counted. The BEST grade is
also used for MINGRADE checks.
6.
Keep THIS occurrence of the class. This repeat policy is used
when none of the five policies above fit your site’s requirements.
All other occurrences should be marked with a “0” Repeat Policy
and will go to “insufficient”.
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Banner Extracts
 Repeat Policy (continued)
 Best to use Policy “B” for all indicators:
 Excluded classes show in Insufficient but do not affect the GPA
 Averaged classes show in Insufficient but do affect the GPA
 Included classes apply to rules as normal classes.
 Repeatable Courses
 Courses that can be taken several times for credit (e.g. Music Lessons,
PE activity classes, etc.)
 Repeatable Option defines how to correctly extract courses that are
truly repeatable (i.e. not repeated for a better score)
 Documentation
 Banner Registration
 DGW Technical Guide Banner Data Mapping for BIF – Class Repeats /
Multiple Occurrences section
 DGW Technical Guide UCX
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Banner Extracts
 Repeatable Courses
 N – DO NOT check the SCBCRSE_REPEAT_LIMIT or
SCBCRSE_MAX_RPT_UNITS
 L – Check the SCBCRSE_REPEAT_LIMIT only (Default if
Repeatable Option BLANK)
 U – Check the SCBCRSE_MAX_RPT_UNITS only
 B – Check Both the SCBCRSE_REPEAT_LIMIT and
SCBCRSE_MAX_RPT_UNITS
 I – Include the class credits in the SCBCRSE_REPEAT_LIMIT
and SCBCRSE_MAX_RPT_UNITS before checking for
repeatable classes using the SCBCRSE_CREDIT_HR_LOW
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Settings
 Load “ATTRIBUTE” into UCX-SCR002 FOR
Student Attributes. These values are available for
use with the “WITH” keyword in Scribe.
 If (Attribute = HONR) then
15 Credits in ENGL 4@
Label “15 upper-division credits required”;
 Load “ATTRIBUTE” into UCX-SCR044 FOR Class
Attributes. These values are available for use with
the “WITH” keyword in Scribe.
 5 Credits in ENGL @ (With Attribute = HONR)
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Banner Extracts
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Equivalencies
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Course that has changed Discipline and/or Number within
an institution
Extract equivalencies from SCREQIV only?
Equivalency: DegreeWorks will apply MATH 102 to the Math
110 requirement for students who took MATH 102 in
200610
Catalog year course taken Student catalog year new course
200610 MATH 102
@
MATH 110
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 Equivalences
 Two scribing options:
1. 1 Class in MATH 110; # was 102
2. 1 Class in MATH 110 {Formerly 102};
 Banner Extract EQUIV loads UCX-CFG073
 1. Launch Banner Extract and Bridge (RAD30) for the EQUIV
mode.
 2. Set the UCX-CFG020 DAP13 Process Equivalences = Y.
 3. Launch Parse Blocks (DAP16)
 Your requirements now use the new course number
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Banner Extracts
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Cross-listed Courses
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Courses that are the same course offering but with different
course numbers
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Two scribing options
1. 1 Class in MATH 101, PHIL 101, STAT 101;
2. 1 Class in MATH 101 {Hide PHIL 101, STAT 101};
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Banner Extracts
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Cross-listed Courses
UCX-CFG073:
Scribe:
MATH 101 cross-listed with PHIL 101
MATH 101 cross-listed with STAT 101
MATH 102 cross-listed with PHIL 102
BEGIN
MaxCredits 9 in MATH 101, 102;
5 Credits in MATH 101 , 102
Label "My rule 1";
END.
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Banner Extracts
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Cross-listed Courses
Banner Extract EQUIV loads UCX-CFG073
1. Set the CFG020 BANNER Cross List in SCREQIV = Y.
2. Launch Banner Extract and Bridge (RAD30) for the EQUIV mode.
3. Set the CFG020 DAP13 Process Cross-Listings = Y.
4. Launch Parse Blocks (DAP16)
Your requirements will now be cross-listed aware
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Banner Extracts
 Skip Classes:
 By SCHD_CODE (UCX-BAN001 and UCX-BAN002)
 By GMOD_CODE (UCX-BAN003)
 By Subject Code (Discipline) (UCX-STU352)
 Or simply change bannerextract.config
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Banner Extracts
 Override DegreeWorks Class Flags (UCX-STU385)
 By Banner Level, Grade Type (Mode) and Grade:
Audit Flag
Insufficient Flag
In Progress Flag
Withdraw Flag
Incomplete Flag
Passed Flag
Pass/Fail Flag
Final Grade Number
Only set the flags you want to override
Leave a flag blank if you want to use the Banner value
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Banner Extracts
 Override Configuration (UCX-STU385)
 After modifying UCX you must re-bridge students!
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Why Use UCX-BAN080?
Allows you to extract “custom” pieces of data into
DegreeWorks that are not extracted by the standard
student extract program.
3 Types of Records:
AID – used in Financial Aid audits
Data is loaded into the rad_aid_dtl
CUSTOM – used in IF statements on audits
Data is loaded into the rad_custom_dtl
REPORT – used on audit headers
Data is loaded into the rad_report_dtl
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Banner Extracts
 Extracting additional Banner data
 Extract values from any table by PIDM
 Stored by use:
 Custom data stored in: rad-custom-dtl
 Report data stored in: rad-report-dtl
 SureCode entry
 Dynamic SQL Definitions (UCX-BAN080)
 Custom Data (UCX-SCR002)
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Banner Extracts
Dynamic SQL Definitions (UCX-BAN080)
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Banner Extracts
Custom Data (UCX-SCR002)
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Banner Extracts
Command Line
 Extract modes:
Advisor
Equiv
Student
Course
Staff
UCX
 Run - bannerextract mode
 SQL used to select students/advisors/staff
 Run bannerextract extractname [scriptname.sql]
 File of IDs bannerextract extractname idfile.ids
 Schedule using your preferred job scheduler (e.g. cron, at)
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Summary of SQL Used
 $LOCAL_HOME/sql/banner*
 Used to SELECT the pool of IDs for Banner Extracts
 $ADMIN_HOME/common/bannerextract.config –
 Used to EXTRACT data from Banner for the pool of IDs
 UCX-CFG080
 Used to extract CUSTOM pieces of data from Banner
for the audits (IF rules, Audit headers, AID audits)
 If Banner tables not used by DegreeWorks are used
in ANY of the above SQL files make sure to get
access granted to the DegreeWorks users by
the client’s DBA
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DegreeWorks Project Launch
Documentation Related to the Banner Extract
 DGW_Technical_Guide_Banner_Considerations
 DGW_Technical_Guide_Banner_Data_Mapping_for_BIF
 DGW_Technical_Guide_UCX
 BAN001, BAN002, BAN003, BAN080
 CFG020 – “BANNER”, “REFRESH”, “SEARCH”
 EQUIV Tables - CFG070, CFG073, CFG074, CFG078
SunGard Higher Education