Banner Document Management Suite Using Application Xtender Web Access

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1 Getting Access... Page 1 Setup... Page 1 Passwrds... Page 2 Navigating t webxtender... Page 3 webxtender Settings... Page 5 Using webxtender... Page 7 Please nte: The sftware Applicatin Xtender Web Access is als referred t as webxtender; the names are used interchangeably. Applicatin Xtender Web Access is a cmpnent f Banner Dcument Management Suite. Getting Access 1. Banner Security As webxtender is integrated with ur Banner system, yu will need t have a Banner username/passwrd t view Xtender images. Additinally yu will need t submit the apprpriate Banner mdule security request fr imaging: a. If yu d nt currently have a Banner lgin: Yu will need t submit the New User Request alng with the apprpriate mdule request fr imaging as indicated abve: Cntinue with Step 2 belw b. If yu d have a Banner lgin but dn t knw yur passwrd: Yu will need t call the UTS Helpdesk, x14700 t get yur passwrd reset Cntinue with Step 2 belw 2. Remte Access if yu are nt n campus and wish t lgin t ibanner r view Xtender images, yu will first need t cnnect with either the VPN Sftware r the VMWare View Client. The sftware can be dwnladed frm the Sftware Dwnlads Channel f the Resurces Tab in PineerWeb. Setup 3. Recmmended brwsers fr ibanner and webxtender: a. PC s Internet Explrer Please fllw the Setup instructins belw b. Mac Please use Safari There is n setup, but yu will need t disable the ppup blcker February 12, 2018 Using webxtender Page 1

2 4. Setup fr if yu d nt use the ibanner frms: PC s Internet Explrer (there is n setup fr a Mac) a. Mdify Internet Explrer Brwser Settings b. Install webxtender cmpnents 5. Setup fr DU emplyees wh d use the ibanner frms: a. Please refer t the ibanner Setup dcument. Passwrds 6. Passwrds: a. DU Faculty wh have the Faculty tab in PineerWeb can reset their passwrds frm the Miscellaneus Channel n the Faculty Tab: (NOTE: This ptin nly wrks if yu are setup t use Xtender. Additinally, this ptin resets bth yur Xtender passwrd AND yur Banner passwrd.) b. If yu are a DU emplyee and yu dn t have access t the Faculty Tab in PineerWeb, yu will need t lgin t ibanner. Frm the main Banner Menu, click the BDMS buttn n the Banner tlbar t synchrnize passwrds: Click OK February 12, 2018 Using webxtender Page 2

3 If the Banner tlbar is nt visible yu may use the Banner Menu: Tls Banner Dcument Management Suite Retrieve Dcuments Yu will get the same message as indicated abve in step 4e Click OK Clse the windw that indicates Permissin Denied The reasn fr the errr message is that we have n dcuments linked t the main Banner Menu. Dcuments are linked t specific frms within the varius mdules f Banner. The errr message indicates that yu have successfully lgged int Xtender. If yu frget yur passwrd yu will need t call the IT Help Center, t get yur Banner passwrd reset. After it has been reset yu will need t synchrnize yur Banner passwrd with Xtender as dcumented abve. Navigating t webxtender 7. Yu can access webxtender frm ibanner. Yu must be in a Banner frm that is linked t Xtender fr this t wrk. With yur cursr in the apprpriate lcatin, click the Xtender buttn n the Banner tlbar: NOTE: If this is yur first time access Xtender, this will als synchrnize yur passwrds. February 12, 2018 Using webxtender Page 3

4 8. Yu can als find webxtender n the ibanner web page: Click the link fr webxtender: 9. Lgin with yur ibanner username and passwrd. Nte: This will nly wrk after yu have synchrnized passwrds (step #6 abve). webxtender Settings 10. User Settings Frm the Query Screen r the Applicatin List: Edit Menu User Settings: a. Search/Result Set Display Dcuments in Separate Ppup Windw This setting will assist in navigating between different queries February 12, 2018 Using webxtender Page 4

5 b. Increase the Query Results Page Size t 25 s that yu will get a mre cmplete listing f dcuments c. Dcument View Uncheck Shw Page Thumbnails Check Enable inline rendering f freign files d. Interactive Viewer Check bx fr Enable Interactive Viewer Enabling the interactive viewer displays images in the highest quality reslutin and adds functinality with additinal tlbars On the same tab check bx fr Use KeyView t display Freign Files February 12, 2018 Using webxtender Page 5

6 e. Save 11. Frm the webxtender Help Menu Check Installed Cmpnents a. Make sure that the Adbe and Keyview Cmpnents are installed 12. When pening sme types f dcuments yu may be prmpted t install Active X when prmpted, g ahead and install. This shuld nly happen the first time yu pen certain file types. Using webxtender 13. Duble-click flder fr example: February 12, 2018 Using webxtender Page 6

7 14. Yu may search by any f the fields listed: a. Fr example, t search by name enter criteria, then click the Submit buttn NOTE: the * is the wildcard in this applicatin b. Frm the list f dcuments displayed, click the icn fr Display Dcument Click the Display Dcument buttn t view If there are multiple pages, use the buttns t navigate If yu enabled the Interactive Viewer (step 10d abve, the tlbar will lk different the page buttns lk like this: Click the Clse Windw buttn t return t the list f dcuments: Yu will, mre than likely, need t drag the hrizntal scrllbar t view additinal dcuments: February 12, 2018 Using webxtender Page 7

8 February 12, 2018 Using webxtender Page 8

9 c. Yu may pen all f the dcuments related t yur search results by checking the bx abve the list f dcuments: Check this bx t select all dcuments related t yur search results After selecting the dcuments, click the buttn t Open Selected Dcuments Navigate between the dcuments by using the Next Dcument and Previus Dcument buttns: d. Interactive Viewer: Macs if yu are a using a Mac, yu will be able t view the dcuments, but the Interactive Viewer tlbar (which is used fr anntatins and additinal navigatin) will nt be available. If yu need t make anntatins: Yu will need t run yur Mac in Windws mde Fusin, Parallels, r VMWare (the VMWare view client is available fr dwnlad frm the Resurces Tab in PineerWeb) PCs r Virtual PCs fllw the instructins in step #8c abve s that yu are using webxtender with the Interactive Viewer enabled February 12, 2018 Using webxtender Page 9

10 Interactive Viewer Tlbar these are just sme f the tls available Rtate Zm Magnifier enlarge sectin f dcument NOTE: this des nt wrk n all file types Page frward / Page back e. Anntatin tls: NOTE: After making anntatins yu will need t save yur changes Add Text Highlight / Draw Line / Arrw Bx / Circle Change line width / clr Eraser Delete February 12, 2018 Using webxtender Page 10

11 f. T enter a new query: Click the Mdify Query: buttn Click the New Query buttn r frm the Edit Menu, New Query Cntinue as frm Step 10a abve 15. T exit, File Menu, Lgut February 12, 2018 Using webxtender Page 11

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