Tag Archives: hyperion

Want to learn more about the Argos reporting platform?

Our current reporting system, Hyperion EPM 11 (formerly Brio), is being discontinued and will no longer be supported by the current vendor after Fall of 2018. We’ve been examining several products over the past few years as we consider potential replacement options.  Of the systems we’ve examined we are particularly excited about the reporting system Argos made by Evisions.

If you would like to learn more about Argos they are offering the following upcoming webinar on Tuesday,February 23rd at 2:00pm ET. The webinar will be recorded, so if you are interested but not able to attend at that time, just sign up using the link below and Evisions will send you a link to the recorded session.

Want to learn more about Argos? Attend a webinar that provides client examples as to how the Argos reporting solution empowers users to easily run and view Banner reports, charts and dashboards.

We will be showing client examples of HR, Finance, Financial Aid, Admissions and Advancement department reports, charts and dashboards.

Sign up for Argos Case Studies for Banner
Tuesday, February 23rd – 2:00PM EDT

Case study examples include:
• Student Progression/Dropout Prevention
• Course Utilization
• Advancement Constituent Information
• Financial Aid Award Management
• Budget/Financial Reporting
• DegreeWorks Reportin
• And much more.
The webinar will be available On Demand following the live date.

ITS will be upgrading our Hyperion EPM 11 Reporting System this Sunday

ITS will be performing an minor upgrade of the Hyperion EPM 11 reporting system on Sunday, August 9th, between 6 a.m. and 12 p.m. (noon) ET.  The main benefit of this upgrade will be to allow us to run Hyperion on Internet Explorer 11.

This upgrade will require a new browser plug-in installation in order to run the newer version of the Hyperion workspace.

Will you need to install the browser plug-in manually?

Middlebury users – No.  The new browser plug-in will be pushed out automatically by User Services on Thursday, August 6th and Friday, August 7th. Windows users (including those who do not use Hyperion) will see a pop-up as the new plugin installs. This is expected.

Monterey users – Possibly.  We are working with Monterey Helpdesk to determine whether this will be installed for you or if you will need to download the plug-in through the workspace.  

How will we make sure Hyperion reporting is working normally?

ITS has gathered a group of Hyperion users to perform testing between 10 a.m. – 12 p.m. ET on Sunday, August 9th.  During this time, we will use testing plans to determine if all is working as it should.  This will include running reports, jobs, scheduling reports, and checking access to folders, among other tasks.

What will ITS do if the upgrade fails or if critical issues are found?

In the unlikely event a problem is discovered during our testing phase we have the option of rolling back to the previous version of Hyperion.  There is no risk of data loss should a rollback be required however report changes made during this testing period may need to be recreated post roll-back.  The decision to roll back to the previous version will be made by no later than 12 p.m. ET Sunday, August 9th.  It would then take approximately one hour to put the previous version back in place, followed by testing to ensure all access and services are running normally. 

Banner and associated systems will be down for maintenance Sept 27-Sept 28

All Banner environments and associated system will be unavailable between the hours of 8pm ET Saturday September 27th and 12pm (noon) ET Sunday September 28th while these systems are undergoing maintenance.

Systems Impacted: All Banner environment including Internet Native Banner (INB) and Banner Web/Self-Service (SSB) plus all associated systems such as Hyperion EPM 11 Reporting, Nolij Document Management System, etc.

Schedule: 8pm ET Saturday September 27th through 12pm (noon) ET Sunday September 28th 2014

What is happening during this time?: Ellucian, the manufacturer of the Banner software and company currently hosting our Banner environments, will be relocating all of our hosted systems and associated infrastructure to a new data center.

We apologize for any impact this extended maintenance window has on your operations and activities.

Hyperion System 9.3 Bugs

Email Invalid Characters

  • During the scheduling of jobs and configuration of parameters, spaces are no longer supported as escaped characters.  This is a known bug.

This was noticed when adding users to received emailed output.   Previously, a space was accepted between email usernames (user@middlebury.edu; user2@middlebury.edu).  However, if you attempt to save the parameters with the space, Hyperion will erase the names you entered.   This is only an issue when editing existing parameters or creating new ones.  There should be no impact on existing jobs so long as you do not need to make changes to them.   Until there is a patch for it, do not use spaces between email addresses or other parameters.

Cycle Name Invalid Characters

  • Special characters (&%$@# etc) are no longer supported for cycle names.  Oracle is researching if this is a bug.

Existing cycles with special characters will continue to work.  However, if you need to make a change to the cycle or create a new cycle you will have to remove the special characters in order to save.

Update from Database Applications & Systems

This will be my last post as the workgroup leader for the DAS workgroup, as we move into the new organizational structure announced by Mike Roy at the last all-LIS staff meeting.  Here are some of the projects and tasks that DAS staff members have been working on during the past month…

Mike Schuster
– Several Revisions to Room Draw SSB forms and lots of testing
– Added new student search dropdown box and removed boxes used by students to enter group member IDs.
– Modified procedures so as each student is selected, several eligibility checks are made.
– Modified message text displayed when students are ineligible.
– Modified WebTailor Infotext for links.
– Added logic to allow the group representative to remove group members when they’ve accidentally selected one.
– Created a database view of instructors to be used by new online catalog web page.
– Modified web directory script to correctly select on leave graduate students during winter term.
– Created database tables that will be used by custom Monterey web admissions applications forms.
– Assisted the registrar’s office with running the Term Student Type Update program(SHRTYPE) and the Learner Curriculum Conversion Program(SOPLCCV).
– After the registrar’s office runs SHRTYPE for a particular term, I create a population selection in Banner and run SOPLCCV with that popsel.
– Reviewed Clearinghouse Self-Service Authentication documentation and sample code.

Liz Whitaker-Freitas
– Supporting Hyperion BI+ for functional & technical users

Ian McBride (Full list at: https://www.yammer.com/users/imcbride)
– Completed MiddMedia plugin for WordPress
– Assisted with completion of RFP for Web Makeover
– Created conference registration form for VCC
– Developed payment form for Print Management
– Modified Athletics Recruiting application to remove Primary Sport
– Designed database sync script for the Course Catalog
– Launched CSO and Judicial Boards sites
– Upgraded Key Survey to version 7.1

Travis Stafford
– Troubleshooting cForms issue
– Testing cForms 10.3
– Two cforms trainings (Chemistry Department, Institutional Planning and Diversity)
– Finished first wave of BLM implementation (is now live) as well as fixed various bugs
– List Manager Configuration for newsletters / MiddCMS Newsletter support
– General support and Heat tickets

Rob Pekor
– Re-aligned parent Donor codes for “Feb” students.
– Removed obsolete region codes related to “CA Mailing”.
– Enhanced existing “pledge installment” view.
– Investigate poor query execution between databases (production and non-production).
– Created table to hold local data for the Harris Online Community project.
– Sent sample dataset to Harris thus enabling them to begin on data mapping on their side of the implementation project.
– Continued to fine tune the web pages for Phonathon segment creation
– Created new indicator for “young Alumni” (alumni for only 1-10 years) for the Banner List Manager project.
– Create stewardship project codes for Athletics (ATHSTW) and the Axinn Center (AXNSTW)
– Rewrote of slow performing fiscal data view for CA

Chris Norris
Staffing
– Transition planning for organizational re-structuring with DAS staff, Area Directors, and workgroup leaders
Project Work
– Reviewed Phoenix BIA summary presentation
– Drafted spec for remote DR web presence
– Revised Banner-ListManager project requirements with DAS staff
– Revised Broadcast Email Newsletter request document
– Configured four new Broadcast Email Newsletter editions with DAS staff
– Completed work on 2008 Summary Web Statistics for Web Makeover project
– Completed work on Stakeholder Reports for Web Makeover project
– Completed work on GSA (Google Search) for MIIS sites
– Began configuration and setup of Google Apps for Education (alpha instance)
Meetings
– Participated in Web Makeover project team meetings
– Met with HR staff regarding OpenHire “internal job site” project
– Met with Brett Wilhelm regarding departure considerations
– Met with members of the web subcommittee of the Sexual Assault Oversight Committee regarding a new web presence
– Participated in College Advancement Operations team meetings
– Participated in Harris online community project team meetings
– Participated in Pay for Print project team meetings
– Participated in MIIS technology team meeting
– Participated in College Data Workshop with IR, Faculty, and other LIS staff
– Conducted final DAS staff check-in meetings
Systems Administration
– Ongoing monitoring and problem resolution of online services
– Configured new GO rewrite rules
– Ongoing tuning of GSA to improve search results
– Renewals of College-owned domain names
– Transferred UWAC domains to College-managed account
Help, Support, Training, Workshops
– Updated Middlebury’s United Way web presence (campaign stats)
– Provided support for Broadcast Email Newsletters, CMS editing, BLWC Submission Manager, HEAT tix, and various ad-hoc help calls
– Conducted a Broadcast Email Newsletter training with Young Alumni staff
– Conducted a Broadcast Email (advanced) workshop for CA staff
Vendor Related Activities
– Participated in Sun-Guard/SCT Banner DBA weekly status calls
– Participated in Velaris Hyperion SysAdmin weekly status calls
– Participated in Google Apps for Education project team call with Google
– Transitioned Hyperion SysAdmin vendor (Velaris) relationship managment to Jeff Rehbach
– Provided IMA (eCommerce) details for Harris online community project

Update from Database Applications & Systems

Submitted by Chris Norris

Here are some of the projects and tasks that DAS staff members have been working on during the past month…

Mike Schuster
– Ran the SYPAEMH process in production to apply Emergency holds for 394 students
– Modified off campus study, field of study database triggers and package to correctly build the first away term for students with multiple curriculum
– Modified SYPCSCC process for applying class codes to prevent it from including winter credits when calculating current credits and also to only copy specific attributes to future terms
– Worked with Jai Shankar to modify the TSRCBIL FormFusion template to print ‘Do Not Remit’ in a few places on student bills when their total is 0 or a negative amount
– Rewrote the LS Apps by Prior College report
– Diagnosed and fixed a problem where custom database procedures were sending email with a timestamp off by 5 hours.
– Modifications to LS & BLSE Financial Aid online web applications
– Expanded the answer box for the college currently attending question on the LS and BLSE Financial Aid applications
– Added error handling in save supplement procedure to check for nonnumeric characters entered as answers to questions looking for numeric answers
– Added text to top of ls_application and blse_application to tell applicant not to use the enter button.  Changed text for “Save” buttons to “Submit” buttons
– Added text to explanations/special circumstances instructions: “Please limit to 300 characters.”
– Added error handling in save_application procedure to alert user if they didn’t enter a ‘.’ or ‘@’ in their email address
– Created a spec for the MIIS web application.
– Modified Faculty Advisee list SSB form to allow users to email all advisees or selected advisees
– Online Room Draw 2009 modifications
– Several modifications to room draw space maintenance SSB form for residential systems coordinator
– Several modifications to room draw SSB forms for student submitted applications
– Planning conversations with Jeff Rehbach, MBS Books, and Bob Jansen about creating a process to upload course information to the Online Bookstore vendor and modifying the course listing pages to include links to the bookstore software

Rob Pekor
– Put final touches on the Phone-a-thon data interface for College Advancement
– Added keyword descriptor to output filename of the segment data produced
– Enhanced and modified Oracle procedures behind a Hyperion Mailing  report
– Corrected issues with the Volunteer web application (Agents-in-Action) for Annual Giving, problems centered around the field length of the home phone number
– Assisted in fixing problem with online donor roll.
– Created multiple data files for various populations (segments) specified by Annual Giving.
– Analyzing and starting to build specifications for the data feed for the Harris online community project
– Put final touches on the Banner/List-Manager (Broadcast Email tool) integration model with Travis
– This required new function to delineate language school and Bread Load of staff, faculty and students
– Set up volunteer data/assignments for Annual Giving
– Enhanced the Agents-In-Action application to allow input of new ask amounts and assignments
– Created new Oracle package/procedures to allow sending files via FTP from database procedures

Travis Stafford
– Banner/List-Manager Integration project
– Defined types and sub-types
– Defined admin model
– Web Forms
– Supported existing Web Forms
– Ongoing migration of new requests to WPcformsII for BLSE, ACE, RCFIA, HR
– Resolved numerous HEAT tickets and provided support for end-users of online services

Liz Whitaker-Freitas
– Hyperion System 9 Upgrade/Migration
– Resolved several post-migration issues
– Responded to unplanned services outages
– Worked with LIS Staff to develop lab images for new HS9 plugin
– Assisted functional/technical leads with publishing, scheduling and provisioning in new environment
– Researched and resolved connectivity issues with existing queries
– Resolved Oracle Client install issues
– Researched causes of failed jobs
– Tested and deployed Patch/SP
– Cleaned up some custom Roles/Groups
– Worked with Velaris on plan for log archiving
– Resolved report issues (Admissions Data Processing Reports, College Advancement Mailing Reports)
– Other Hyperion
– Trained Tech Lead on how to use derived queries and dashboards
– Trained LS on how to publish and maintain ad-hoc reports
– Processed Hyperion security requests
– Resolved Hyperion HEAT tickets
– Prepared list of services currently being performed by Velaris or Midd staff with recommendations for ongoing support
– Ongoing work for the Lockdown project to change reports using saturn or saturn_midd embedded credentials
– FileMakerPro
– Changed views for Athletics FMP application, troubleshooting issues, change nightly schedules to import view data

Ian McBride (was on CTO for a significant portion of this time)
– Participated in the Web Makeover team meetings and work on the Web Redo project
– Installed a test instance of Drupal CMS for this project
– Finalized the soon-to-be-live new News site for Communications
– Moved all non-CMS web applications off the primary CMS server
– Ongoing work to build out site templates for the New England Review in WordPress
– Developed a web service for system monitoring and backup contacts
– Continued work on a web service API for MiddTube

Chris Norris
– Monitoring and Troubleshooting for Online Services
– Identified and resolved Hyperion issues related to SP1 update
– Researched issue related to Banner INB and IE crashes
– Resolved TouchNet Payment Gateway outages and related issues
– Identified and resolved issues related to recent www –> web forms/services migration
– Monitored Online Course Registration (10 days) and resolved related web issues
– Training and Support for End-Users of Online Services
– Conducted a ListManager-Basics workshop for College Advancement staff
– Conducted a ListManager-Advanced workshop for heavy-use broadcast emailers
– Provided ongoing support for CMS editing, resolved HEAT tickets, answered support calls
– Project Specs / Work Definitions
– Refined Banner List Manager Integration project spec with Travis and Rob
– Helped initiate development of Harris Online Community project spec for Communications
– Completed DAS workgroup SWOT analysis for LIS restructuring efforts
– Revised DAS workgroup goals and objectives for upcoming year
– Ongoing Maintenance & Support
– Processed new GO requests
– Updated Middlebury’s United Way web presence
– Coordinated changes to Monterey’s Online Giving Form
– Reviewed Project Phoenix BIA reports, ongoing planning and specification for remote DR web presence
– Tuned GSA Search to improve keyword matching in search results
– New Projects & Tasks
– Configured SubmissionManager web application for Bread Loaf Writer’s Conference
– Participated in the Web Makeover team meetings and worked on related assigned tasks
– Worked with Advancement and Communications on microphilanthropy test for Organic Garden
– Worked with LIS Budget Administrator to help identify areas for cost reductions
– Worked with LIS Licensing to clarify Hyperion software licensing details
– Worked with LIS Policy Advisor to clarify PCI-compliance status
– Worked with Dean of the College and Directory of Public Safety on new Emergency web site specification
– Vendor Related Activities
– Participated in Sun-Guard/SCT Banner DBA weekly status calls
– Participated in Velaris Hyperion SysAdmin weekly status calls
– Initiated contract re-negotiation with Hyperion SysAdmin vendor (Velaris)
– Transitioned DavisUWCScholars.org and DavisProjectsforPeace.org site management duties to external vendor

Update from Database Applications and Systems

Submitted by Chris Norris

Here are some of the projects and tasks that DAS staff members have been working on during the past month…

Mike Schuster
– Modifications to a Banner custom process for the Registrar’s office that creates student class codes to meet new business rules.
– Modifications to the “LS Stats- new” Hyperion report to display applications for students applying to language schools at Mills College.
– Assisting with applying the Banner financial aid SSB upgrade in the DEV2 database.
– Investigating issues with Banner custom database triggers that create “away” and “returning” general student records for students going on leave.

Rob Pekor
– Modifications to the Phone-a-thon data interface for College Advancement.
– Gathering requirements for the data feed for the Harris online community project.
– Refinement of the Banner/ListManager (Broadcast Email tool) integration model with Travis.
– Loading MIIS gift history for Monterey and College Advancement.

Travis Stafford
– Refinement of the Banner/ListManager (Broadcast Email tool) integration model with Rob.
– Transitioning the Alumni office and CSO towards use of the self-service WordPress cformsII plug-in for all “new” non-eCommerce forms.
– Clean-up of code and adding functionality to Project Tracker.

Liz Whitaker-Freitas
– Ongoing work related to the Hyperion System 9 Upgrade/Migration (one line item, but this is a BIG project).

Ian McBride
– Completed development on a News Dashboard for College Communications (http://web.middlebury.edu/systems/newsboard). This will soon replace the main Public Affairs News home page and aggregate news content from several sources.
– Supporting CMS content providers and other web-related requests.
– Participating in the Web Makeover team meetings.

Chris Norris
– Migrated GO.middlebury.edu to a more stable prod environment, implemented GO.miis.edu for Monterey.
– Refinement of service-level monitoring, including addition of escalation groups.
– Project Phoenix BIA reviews, planning, specification for remote DR web presence.
– Pre-migration configuration, testing, troubleshooting of eCommerce web forms.
– Supporting ListManager newsletters, conducting ListManager workshops (only a couple more to go!).
– Contacting various folks about outstanding FileMakerPro requests, pre-migration web forms questions.
– Working on updated SWOT analysis of the DAS workgroup.