Transcript MIS Reporting in Banner CALB - Key Points & Troubleshooting TJ Baugus

Session RE-2
MIS Reporting in Banner
CALB - Key Points &
Troubleshooting
TJ Baugus – California Community
Colleges Solution Center (3CSC),
SunGard High Education
MIS Reporting and Banner Baseline
• MIS Reports – The CCCCO required reports
for submitting statistical data.
• Banner baseline – Includes a group of COBOL
process to create these reports.
– Completely replaced by CALB MIS reports (all
except EB and EJ) with new processes
– No longer maintained
MIS Reporting in Banner CALB
• REPT – Report Engine
– 3CSC reporting tool used to create reports
– Install prior to CALB
• CALB – California CC Baseline
– CALB MIS created via the Report Engine
– CALB install adds MIS report definitions in REPT
– User can modify the provide reports (Copy!)
Running CALB MIS Reports
• CALB Handbook Chapter 5
• GVAREPT Report Engine Run Form to create the
“extract” and “transform” XMLs.
– “Two-steps” in CALB 7.4.2 and prior
– Major redesign: “One-step” in CALB 7.5 beta
• GVPREPT Report Engine Generate Report File
C3SC job to create the file submitted to CCCCO.
– “Last step”
– Output files (.lis and .ext) are not XML.
GVAREPT – Up to CALB 7.4.2
• GVAREPT form.
– Report name: CB
– Resource Path for Transform – If it does not
default, get it from your DBA or IT Staff.
– Report parameters for Extract
• District ID and “period” (Term or Year)
• May include dates or other parameters
– Submit Extract (locks session)
– Submit Transform (if no error on extract; locks
session)
GVAREPT form – Up to CALB 7.4.2
GVPREPT – All CALB Versions
• Job accessed from GVAREPT Options menu
(opens with Parameter Set) or directly.
• Parameters (defaulted by Parameter Set)
– Report Name: CB
– Extraction Number: Null uses last successful
extracted-and-transformed number.
– File Name: CB.ext; file in jobsub directory you’ll
submit to CCCCO. (The .lis is “human friendly”
and notes GVAREPT Extract parameters.)
– Generate XML File: Extra report documentation.
GVPREPT job – All CALB Versions
GVAREPT – CALB 7.5 forward
• Major redesign of GVAREPT in CALB 7.5 beta
– One submit creates both extract and transform
XMLs
– Executed in background as Oracle jobs (User
session not locked!)
– Improvements in performance (transform)
– Two tabs: submission and status
• GVPREPT – Fixed O/S system specific error
CALB 7.5 GVAREPT Job Submit tab
CALB 7.5 GVAREPT Job Status tab
XML files: Extract and Transform
• How will the typical end-user/functional-user
use the XMLs? They probably won’t.
– Technical-users
– Troubleshooting
• If you can read XML…
– Extract will show the raw Banner data selected.
(CB report’s raw Subject and Course data)
– Transform will show how the Extract data is
formatted for MIS. (Subject and Course  CB01
element)
GVPREPT Output Files
• “Human friendly” .lis (GJIREVO)
• CCCCO-submitted .ext (jobsub directory)
Extract Error: “no data found”
• Most common: GTVDICD and STVCAMP
– GTVDICD District Division Code Validation must
list district/college IDs (GI01, even if only one).
– STVCAMP Campus Code Validation must link
the campuses (even if only one) to the
district/college IDs.
– Without this, all reports will hit the “no data
found” (all except CB).
Extract Error: “no data found”
Extract Error: “no data found”
• Other reasons: Missing key data setups (new
fields to CALB or not) that satisfy report
domain.
• A report’s “domain” is the SQL statement
defined on GVARSQL Report Engine SQL
Form that represents the CCCCO report
domain. (Technical-user can edit copied
reports; do not edit provide reports!)
CB Course Report Domain (part 1)
• For the report term, the course is...
– active for the term by its SCABASE Course Base
Maintenance.
CB Course Report Domain (part 2)
– (and) active by its SCACRSE Basic Course
Information Status (SCBCRSE_CSTA_CODE) and
its status' STVCSTA Course Status Code
Validation Active indicator
(STVCSTA_ACTIVE_IND). (Defect 1-29DXYG CALB 7.4.1)
CB Course Report Domain (part 2)
CB Course Report Domain (part 3)
– (and) on SCASRES Catalog Schedule Restrictions
the course either 1) is not setup at all or 2) [is
not excluded / is included] for the reported
district ID's campus(es). (Defect 1-3CLM15 patch after
CALB 7.4.2)
• For Exclude, all campuses for the district ID must be
listed in order to exclude that course from the district
ID's report.
• For Include, at least one of the campuses for the
district ID must be listed in order to include that
course on the district ID's report.
CB Course Report Domain (part 3)
CB Course Report Troubleshooting
• To resolve problems with CB data:
– Select one course.
– Review the points above to see if this course
appears to meet all of the requirements.
– If you do not see a fix to the course or data,
create an Service Request and attach print
screens of the forms noted above. (Include
GVAREPT/GVPREPT errors or output.)
Future FAQ
• FAQ in the works that will define the domain
for all of the CALB MIS reports.
• States in English the domain and provides
print screens of the related forms highlighting
the fields used.
Other 3CSC FAQs
• Optional scripts to load seed data (valid
values; validation tables): FAQ 1-2IIA5D
– Also listed in CALB Handbook Chapter 5
• Optional scripts list (some are mandatory but
manually executed): FAQ 1-3L0SN3
• FAQs are on the UDC customer support site:
http://connect.sungardhe.com
Other Setup Scripts
• Review the Release Guide, the Install
instructions, and the Handbook carefully.
• GTVSDAX setup scripts (CALB Handbook
Chapter 5 Setup Scripts)
– Residency address
– CalWORKS for SB27 (obsolete unless
resubmitting an old report)
– BOG Waiver detail code (possible future obsolete)
– TBA Meeting code (future obsolete)
Setups on GVATRMP Form
• GVATRMP Report Engine Map Values Form:
Used to “map” Banner values to MIS values.
• Example: SB09 for USA state and possessions
conversions (‘CA’ = ‘50000’).
• Should review this form for all elements of
the reports and adjust the Banner Value list
to your valid values. (Insert more if needed.)
– CALB Handbook Chapter 5 notes for each report
SM03 on GVATRMP Form
CALB New Fields/Columns
• Review the Release Guide and Handbook for
new fields (or relabeled fields).
– If it looks familiar for MIS, probably is for MIS.
• Example: SCACRSE Basic Course
Information form new field Credit Status
– Separated from Approval field for CB04 CourseCredit-Status (impacts other elements, too)
– Script to populate: mis_scbcrse_update.sql
SCACRSE Credit Status
MIS Reporting in Banner CALB
QUESTIONS?