What s New in Banner 9 Admin Pages: Differences from Banner 8 INB Forms

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Garey Davis
5 years ago
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1 1 What s New in Banner 9 Admin Pages: Differences frm Banner 8 INB Frms Majr Changes: Banner gt a face-lift! Yur hme page is called Applicatin Navigatr and is the entry/launch pint t all pages Banner is n lnger java-based; it s web-based. Main menu is n the left f the page instead f the tp Frms are nw called pages Blcks are nw called sectins The icn bar and drpdwn menus frm Banner 8 are gne. The same functins are nw available in either the Tls drpdwn (clear recrd, print, additinal sectins f the page) r in the icns in sectin f the page (Insert Recrd, Delete Recrd, Cpy Recrd). The bdy f a page will nt display until the required fields at the tp f the page have valid values and yu click the G buttn (Alt+PageDwn). The Clse page Icn is nw n the upper left side f the page (Banner 8 was n the upper right). Name Search and Searching fr any value is nw accessed using the ellipsis icn and this pens a Filter type search. NOTE: Use the Equals peratr t speed the respnse time fr Advanced Filter searches. Entering and Executing Queries is nw dne by filtering in the tp f the page r in the page nce the results display Page messages and errrs part f the ntificatin center are displayed in the upper right prtin f the page (Banner 8 was at the bttm). Click n the number abve the message t acknwledge the ntificatin, r click OK within the message. Messages are displayed: Infrmatinal are displayed in green: Warnings (n actin required) are displayed in yellw: Fatal/ Must be crrected messages are displayed in red: The date and user wh perfrmed the last update t data n a sectin/page is displayed at the bttm f the page.

2 2 New Features: Hme page has a smart search which returns pssible results after 3 characters are entered Banner 9 has a Hver feature. If yu place the cursr ver an icn, it will display the key-bard equivalent fr that icn functin. Required fields in a page are indicated by an * at the end f the field name. Pages r sectins with multiple rws: Are srtable Include an expanded Filter feature Have page cntrls at the bttm f the sectin t mve frm page t page and change the default number f recrds displayed per page Hme Page/Menu: Main Menu with Descriptins f Optins Enter a page name r descriptin, r part f ne and ptins display. Dashbard/Hme Menu Applicatins Available Search fr a page Recently pened pages Help (while n a page) Sign ut Prfile icn; shws user lgged in List f keybard shrtcuts fr this page

3 Using the Applicatins buttn takes yu t a series f menus. Yu can use these t brwse pages r lcate ne yu may nt remember the name f. Use the < and > arrws t expand a menu r g back t a previus menu. 3

4 4 General Navigatin/Page Tl Bar: Exit page Add and Retrieve buttns fr BDM users Pages with related infrmatin; was Optins menu in Banner 8 Page name, ID, versin number, and instance Tls Menu: Exprt, Print, Clear Recrd, tggle t Expanded r Cmpact page frmats Mve t the next sectin f the page The last date and user t update the page Save current changes Mve t the previus sectin f the page

5 5 Page Functinality: There is still the cncept f a key blck r area at the tp f the page that has required fields in rder t prceed. After entering the required key blck pages, select the G buttn t view the rest f the page. If yu frget the required fields, pressing the G buttn will result in an errr message. T lk up the value fr a field, use the ellipsis buttn and yu will either get a list f ptins in a dialg bx r anther set f menus frm which yu can filter. Here is an example f a list f ptins that pps up. Use the arrws at the bttm t mve t additinal pages r the drp-dwn menu t change the number f recrds displayed per page. In the Criteria field, enter the characters that yu want t search n and it autmatically filters the list. The system searches bth the cde and the descriptin fr recrds that cntain the entered values, withut a % wildcard. Fr example, if yu enter ma in the Criteria bx, the results returned wuld be:

6 6 On pages with multiple sectins, sectins may be cllapsed r expanded using by clicking n the arrw icn r sectin header name: First tw sectins f the page are cllapsed

7 7 Yu may need t use the hrizntal scrll bar t view all f the clumns in the sectin. Return t the tp f the page using the Start Over buttn. Use the page Previus Sectin and Next Sectin buttns mve between sectins n the page. t Keep yur changes with the Save buttn.

8 8 Tls within a Sectin f the Page: When yu are viewing a sectin f a page with multiple recrds, yu have new ptins. Yu can: Adjust the width f clumns, in the clumn header bar, pint near the clumn divider bar until the pinter changes t then hld and drag the clumn divider. Change the rder f the clumns. Drag and drp the clumn title and t where yu want it. Srt by clumn f yur chice. Click n the clumn header nce t srt in descending rder and click again t srt in ascending rder. Nte: yu may nly srt n ne clumn in a grid. Use the Filter ptin t find a specific set f recrds Nte: Changes yu make in the grid display are nt saved, if yu clse the page and then re-access the page, the system resets t the defaults. Once yu are viewing a sectin f the page, the tls becme active: The tls ptins are: sectin). Inserts a new blank recrd fr input (either buttn at the tp r bttm f the Deletes the current recrd. Cpies the current line and inserts a new line under the current psitin fr edit. Opens the Advanced Search tl. This ptin is nly available if there are mre recrds in the sectin that can be displayed at ne time and n query pages like SSASECQ. Filtering is helpful t narrw dwn a list with many recrds. When the Filter ptin is available, yu can create simple r cmplex queries t return existing rws. The fields available fr use in the filter query will vary depending n the page/sectin yu are using. There are three clumns fr filter definitins: Field t use in the filter (all the fields in the grid are available in the drpdwn) Operatr t use n the field Value(s) t match against the field

9 T start the filter search, search frm the fields that appear r select anther field frm the Add Anther Field drpdwn: Then select the Operatr and enter a value fr the

Nte: While the Cntains peratr is available, when searching n pages with large numbers f recrds using the Equals peratr will be much quicker.

9 9 T start the filter search, search frm the fields that appear r select anther field frm the Add Anther Field drpdwn: Then select the Operatr and enter a value fr the peratin t act upn, then either add additinal fields t the filter r click the G buttn t search. Nte: While the Cntains peratr is available, when searching n pages with large numbers f recrds using the Equals peratr will be much quicker. When the Between peratr is used the check is inclusive f the lw and high values. Fr example, if yu enter a Between range f 1 and 5, the values f 1, 2, 3, 4 and 5 are cnsidered. Create the query rule, click the G buttn and the results will be returned in the page.

10 10 Banner 9 Keybard Equivalents (Changed/New functin are highlighted): Actin Banner 8 Banner 9 Cancel Page, Clse Current Page, r CTRL+Q CTRL+Q Cancel Search/Query (in Query mde) Chse/Submit ENTER ENTER Clear All in Sectin SHIFT+F5 SHIFT+F5 Clear One Recrd SHIFT+F4 SHIFT+F4 Clear Page r Start Over SHIFT+F7 F5 Delete Recrd SHIFT+F6 SHIFT+F6 Dwn/Next Recrd Dwn Arrw Dwn Arrw Duplicate Item F3 F3 Duplicate Selected Recrd F4 F4 Edit CTRL+E CTRL+E Execute Filter Query F8 F8 Exit CTRL+Q CTRL+Q Exprt Extract Data with Key r Extract Data n Key SHIFT+F1 First Page Nt applicable CTRL+Hme Insert/Create Recrd F6 F6 Last Page Nt applicable CTRL+End List f Values F9 F9 Mre Infrmatin ALT+H CTRL+SHIFT+U Next Field r Item Tab Tab Next Page Dwn Page Dwn Page Dwn Next Sectin CTRL+Page Dwn ALT+Page Dwn Open Menu Directly F5 CTRL+M Open Related Menu Nt applicable ALT+SHIFT+R Page Tab 1 Nt applicable CTRL+SHIFT+1 Page Tab 2 CTRL+SHIFT+2 and s n and s n Previus Field r Item SHIFT + TAB SHIFT + TAB Previus Page Up Page Up Page Up Previus Sectin CTRL+Page Up ALT+Page Up Print SHIFT+F8 CTRL+P Refresh r Rllback SHIFT+F7 F5 Save F10 F10 Search r Open Filter Query F7 F7 Tggle Multi/Single Recrds View Nt applicable CTRL+G Up/Previus recrd Up Arrw Up Arrw Applicatin Navigatr App Nav - Access Help CTRL+M App Nav - Access Menu CTRL+Y App Nav - Search App Nav - Sign ut CTRL+SHIFT+Y CTRL+SHIFT+F

STIQuery Basics. A second example is included at the end of this document.

STIQuery Basics. A second example is included at the end of this document. STIQuery Basics Using STIQuery A wide variety f reprts may be generated via STIQuery. With this tl, the use can retrieve data frm different areas f the prgram and cmbine the infrmatin tgether in ne reprt.