Transcript Integrating Banner and AdMIT

Banner® Integration with
CAS or AdMIT
An Overview
Presented by Deno Tufares
Functional Manager Student Systems
University of Maryland, Baltimore
Summary
Integrating Banner with CAS or AdMIT
This presentation presents a high level overview of the steps
required to create integration between a program’s CAS or AdMIT
software and Banner:
1. Determine the Resources Required
2. Define the Scope of the Integration
3. Configure Banner
4. Use CAS ‘Banner’ Export or Generate a Custom Export in AdMIT
5. Develop Process Documentation
Step 1 – Resource Determination
Determine Who Is Needed to Develop Integration
- Admissions Expertise
- Banner Expertise
- Admissions Software Expertise
Step 2 – Scope Definition (pt 1)
Determine Which Systems will Integrate
Tape
Load
Process
CAS
Banner
OR
CAS
AdMIT
Tape
Load
Process
Banner
Step 2 – Scope Definition (pt 2)
Define the Parameters of the Integration
- What? Which Data Elements
- Who? Which Applicants
- When? How Often Will
Integrations Run
- How? Day-to-Day Process
Documentation
Step 3 – Banner Configuration (pt 1)
Update Banner with New Fields
- Fields Specific to the Health
Profession in Question
- Especially Standardized Test
and GPA Fields
- May Need to Reuse Existing
Banner Fields
Step 3 – Banner Configuration (pt 2)
Define Record Handling
- Common Matching Process
- Update Existing Records
- Default Field Values
Step 3 – Banner Configuration (pt 3)
Build the Tape Load
- Assign Codes
- Define the Import File
- Create Cross Walk Tables
Step 4 – Generate a Data File
Download or Export a File for Banner to Load
- Limit Applicants Exported
- Select Fields and Sequencing
- Modify Data Formats
Step 5 – Process Documentation
Create Step-By-Step Instructions
- Export Instructions
- Banner Load Process
- Exception Handling
Summary
Technical Documents Available
For more information, contact:
Chris Ferraraccio and Michael Gilbert, AdMIT Support,
716.204.0464, opt. 7
[email protected]