Upgrades/Patches: Create Test Plans - University … · —Review New Grade Conversion and Substitution ... —Calculate/Change Dean's List Course ID 0075 41 Sample Upgrade Test Plan

Upgrades/Patches: Create Test Plans

Presented by: Carol GreyDrexel University

March 25, 2009Course ID 0075

CONNECT TO COMMUNITY.At SunGard Summit, come together as a community dedicated to education.

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Introduction

• You’re going about your day-to-day business• Banner is running smoothly…

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Introduction (cont.)

• When all of a sudden…

• Here it comes again...

• Another Upgrade and More Patches!!!!

• What do you do now???

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• Help is on the way!

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• Establish a Pre-Developed Project Plan—Save Time and Effort

—Get the Right Players involved

—Keep from Reinventing the Wheel

—Establish a Routine that Everyone can Follow

—Help Ensure that Upgrades and Patches are handled in a Timely manner and Work for your Institution

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Agenda

• Drexel University – who we are and how we are organized

• Steps Drexel University uses in planning, designing, testing, and implementing Banner upgrades and patches— Focus will be on the Banner Student module

• Sample Test Plan

Drexel University


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Drexel University

• Private non-sectarian university founded in 1891• 4 Campuses:

—60-acre Main Campus, a mile from downtown Philadelphia, PA

—Center City Campus in downtown Philadelphia—Medical School Campus—Sacramento, CA

• 13 Colleges and Schools• Two calendars: Semester and Quarter• Student population (Fall 2008-09)

—13,500 Undergraduate• Co-op Program

—8,000 Graduate and Professional students

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Drexel University (cont.)

• Implemented Banner in Summer 1999• Internet Native Banner (INB), Banner Self-Service • Early Adopter of Banner 8• Current Modules

—Accounts Receivable 8.0—Finance 8.1—Financial Aid 8.2.1—General 8.1 —Human Resources 8.1.1—Position Control 8.1—Student 8.1

• DU does not use Advancement module

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Drexel University Administrative Units

• Information Resources & Technology (IRT)—Core Enterprise Systems

• Finance, HR, Student Information, Database Information, Data Warehouses

• Database Administrators• Core Enterprise Systems Engineers (i.e., Programmers)• Systems Administrators

—Instructional Technology and Campus Outreach• Academic Web Development, End User Support and

Training, Administrative User Support, Equipment Support, Voice/Telephones

—Core Technology Infrastructure• Networking, Systems, Operations, • Technical Services

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Drexel University Administrative Units (cont.)

• Academic Information and Systems (AIS)—Systems Analysts

• (i.e., Admissions, Student, Financial Aid)—Part of Provost’s Office—Manage and maintain university student software

systems—Ensure the data integrity —Write, manage, and maintain reports —Manage student systems-related projects —Serve as Liaison between IRT and other

Administrative and Academic Departments

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• AIS Supports: Administrative Areas—Enrollment Management—Registrar’s Office—Student Resource Center—Financial Aid Office—Residential Living—Student Support Services—Disability Services—Study Abroad—Career Development Center

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• AIS Supports: Academic Areas—Deans Offices —Academic Departments —Academic Program Offices

Project Plan


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Identify Each Phase of the Project

• Select Project Leader

• Requirements Phase

• Design Phase

• Testing Phase

• Training Phase

• Implementation

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Requirements Phase

• Define Project Scope

— Major/Minor Upgrade vs. Patch• e.g., 7.x to 8.x or 7.3.2. to 7.4 = Upgrade • Defect Correction Patches

— Determine what, if any, new functionality to include in testing and implementation

— Determine Defect Corrections to Include

— Identify Resources Needed • Departments, Offices, Personnel

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Project Scope (cont.)

• Perform Technical Review—Banner Product Calendar —Read/Follow Conversion and Upgrade

Documentation on the Customer Support Center—Download Software and Documentation—Technical Upgrade Guides—Analyze Customized and Integration Code—Analyze Batch and Real-time Integration Points

• 3rd Party Products

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Project Scope (cont.)

• Perform Functional Review—Banner Product Calendar —Upgrade documentation Downloaded from the Customer

Support Center• Release Guides, Patch README FILES

—Listings on BPOST, BSTUDENT, BGENERAL• Email [email protected]

—LISTSERV REFCARD

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Design Phase

• Install Upgrade and/or Patches in Test Instance(s)—Create Test Environment Matching Current Banner

Production Environment• Create an Overview Document

—Summarize What’s New and/or Different—Compare Old to New Forms and Processes

• Develop Test Plan specific to the Upgrade or Patch—Include New or Changed Forms, Processes, and

Procedures—Include Defect Resolutions—Identify Known Issues

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Design Phase (cont.)

• Determine if any Customized or Home-Grown Forms, Jobs or Processes affected—Create or Adjust as needed—Install in Test Database(s)

• Determine if 3rd Party (Peripheral or Add-on) Software Integration Affected and Adjust as Needed—e.g., Resource 25, Reporting Tool, Scanning

Software, BbVista, Production Manager, DegreeWorks, Luminis Portal, Touchnet

• Review Security Changes —Forms, Processes, Roles, Classes, APIs—Reports

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Testing Phase

• Establish a Schedule/Time-Frame—Progress Reports and/or Meetings

• Work Collaboratively—Don’t even try to do it all yourself!

• Get users involved in testing• Remember to include INB, Banner Self-Serve, and

any 3rd Party Software

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Testing Phase (cont.)

• Forms, Processes, Reports to Be Reviewed/Tested• Spreadsheet Column Headers

—Category• e.g., General Student, Clearinghouse, Scheduling

—Tasks• Create person, take from recruit through

graduation• Test forms, jobs, reports using select group of

test ids—Tested By—Date—Comments

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• Student System Areas and Processes to be Tested—General Student (Learner)—Registration—Fee Assessment1

—Clearinghouse —Enrollment Verification —Catalog and Sections—Transfer Articulation

1Note: Responsibility of another department

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• Areas and Processes to be Tested (cont.)—Grading—Academic History —Graduate Student Tracking—Award Degrees (Outcome)—Transcripts—Location Management—CAPP—Athletic Compliance—Faculty Load

Sample Test Plan


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Sample Upgrade Test Plan

Based on Banner Student 8.1 Upgrade

(Includes some Drexel Ad-Ons and Modifications)*SZ… Home Grown forms/processes

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Sample Upgrade Test Plan (cont.)

• GENERAL STUDENT – Learner:—Review Curriculum Status Forms—Create/Update General Student record

• 1 major, 1 minor, 1 concentration• Secondary curriculum, 1 major, 1 concentration

—Change Major in same program—Change Major to one in different program—Check Curriculum Summary Form (SOILCUR) after

changes—Check Curriculum window, Curriculum summary,

FOS summary blocks from SGASTDN

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• GENERAL STUDENT – Learner (cont.):—Review SGASADD (Additional Student Information) —Review Backfill Process—Test Continuant Term Process (SOATRM, SHRTYPE)—Run Expected Graduation Process (Drexel created)—Run Student Inactivation Process (Drexel created)—Run Activities Roll Process (Drexel created)—Run Sports Roll Process (Drexel created)—Review/Test New General Learner Mass Entry

(SGAMSTU)—Review/Test New Mass Entry Audit (SOAMAUD)

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• REGISTRATION:—Set Up SOATERM, SFAESTS and SFARSTS—Set Up SFAMHRS Max Hrs—Review/Test New SFAMHRS Min Hrs—Register individual students using SFAREGS —Block or Batch Registration Process (combination

Drexel Ad-On and Banner processes)—Assess Time Status (SFRTMST)—Title IV Processes

• SFRNOWD - Withdraw Pending Status Change• SFRWDRL - Withdrawn Student Report• SFAWDRL - Student Withdrawal

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• REGISTRATION (cont.):—Review/Test New Registration Restrictions

(SCARRES and SSARRES)—Review/Test New Registration Error Messages Table

(SFRRMSG) and Form (SFARMSG)—Test New Registration Mass Entry (SFAMREG)—Test New Batch Update Process Mass Entry

(SORMEBP)—Review New Mass Entry Audit (SOAMAUD)

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• REGISTRATION (cont.):—Review/Test New Waitlist Automation Enhancement—Review New Automated Waitlist Term Control form

(SOAWLTC)—Review New Waitlist Automation Section Control

form (SSAWLSC) • Waitlist by CRN

—Test New Batch Waitlist Notification job (SFRBWLP)—Review Registration Audit (SFASTCA)

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• REGISTRATION (cont.):—Set up Time Ticketing Groups & Priorities

• Registration Group Control Form (SFARCTL)• Time Ticketing Registration Group Form

(SZATTRG)*

• Registration Priority Control Form (SFARCTT)• Student Registration Group Query (SFIRGRP)

—Run Time Ticket Assignment Process(SZPTMTK)*

*Drexel Ad-On

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• REGISTRATION (cont.):—Review the various Registration Reports

Examples:• Unsatisfied Links Report (SFRLINK)• Fee Assessment Report (SFRFEES)• Batch Waitlist Notification Process

(SFRBWLP)• Registration Admin Messages Report

(SFRRGAM)• Withdrawn Student Report (SFRWDRL)

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• CLEARINGHOUSE:—Clearinghouse Extract Report (SFRNSLC)—NSLDS SSCR Process (SFRSSCR)

• ENROLLMENT VERIFICATION:—Enrollment Verification Type Codes Form (STVEPRT)—Enrollment Verification Request Rules (SFAERPT)—Enrollment Verification Request Form (SFARQST)—Enrollment Verification Request Status (SFARQSS)—Enrollment Verification Report (SFRENRL)

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• CATALOG and COURSE SECTIONS:—Create/Modify Courses at the catalog level— Review Course Detail Information (SCADETL)—Create/Modify Course Sections

• Test for prerequisites and co-requisites • Change course credits• Change instructional method• Change schedule type• Change grade mode• Create variable credit course• Create Cross-list (SSAXLST)• Change room assignment• Create/Review Restrictions• Test changes to section after enrollment

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• CATALOG and COURSE SECTIONS (cont.):—Review New Course Catalog Data Extract Process

(SCRCATE) —Review New Transfer Catalog Data Import Process

(SHRTCIM)—Review New SSASECT Enhanced Reserved Seat Rules—Roll course sections from one term to another

(SSRROLL)

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• TRANSFER ARTICULATION:—Add courses to transfer institution catalog

(SHATATC)—Articulate a transfer institution course (SHATATR)—Add a school to STVSGBI/SOASBGI/SOABGTA—Transfer Grade Code Maintenance (SHATGRD)—Enter students’ transfer courses on SHATRNS—Articulate courses on SHATAEQ—Job sub: Transfer Equivalency Worksheet

(SHRTAEQ)—Review SHATRNS and SHATERM—College Board Advanced Placement (AP)

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• GRADING and ACADEMIC HISTORY:—Review Changes to Class Attendance Roster Form

(SFAALST)• Review New Display of Incomplete Grades

—Review/Test New Incomplete Grade Processing Automation Enhancement• Review/Test New Grade collection Process and

Corresponding Rules• Review/Test New Incomplete Grade Rules Form

(SHAINCG)

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• GRADING and ACADEMIC HISTORY (cont.):• Review/Test New Automated Processing of

Incomplete Grades• Review/Test New Incomplete Grade Process (SHRCINC)

—Assign Grades to Classes—Roll Grades from Class List (Grade Roll to Learner

Outcome)—Review/Test New Roll Learner to Outcome Process

(SHRROUT) —Change Grades in Academic History—Check Term Header record creation

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• GRADING and ACADEMIC HISTORY (cont.):—Review New Grade Conversion and Substitution

Process—Roll Grades to Academic History (SHRROLL)—Repeat/Equivalent Course Check Report (SHRRPTS)—GPA Calculation (Individual)—Run GPA Calc Process (SHRCGPA)

• ACADEMIC STANDING:—Calculate/Change Academic Standing (SHRASTD)—Calculate/Change Dean's List

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• GRADUATE STUDENT TRACKING:—Non-Course Requirements( SHANCRS)—Multiple Advisors (SGAADVR)—Committee/Service form (SHACOMI) —Qualifying Papers (SHAQPNO)

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• AWARD DEGREES (Outcome):—Degree and Other Formal Awards (SHADEGR)

• Change Degree Statuses• Change/Update Curriculum Records

—Diploma Name (SHADIPL)—Review Re-designed Graduation Mass Entry Process

• Mass Entry Graduation (SHAMDEG) • Mass Update Diploma (SHAMUDI) • Mass Entry Ceremony Attendance (SHAMCAT)• Mass Entry Diploma (SHAMDIP)• Mass Update Ceremony Attendance

(SHAMUCA)

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• TRANSCRIPTS:—Transcript Name Source Table (STVTRNS)—Transcript Request Form (SHARQTC)—Transcript Type Form (SHATPRT) —Academic Transcript Process (SHRTRTC)—Transcript Population Creation (SHRTPOP)—Transcript Status (SHARQTS)—Transcript Comments (SHATCMT)

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• TRANSCRIPTS (cont.):—Review Online Transcript Request Forms

• Web Self-Service Options Validation (STVWSSO)• Web transcript Request Rules (SHAWTRR)

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• LOCATION MANAGEMENT AND HOUSING:—Create Dorm and Meal Application (SLARMAP)—Create Roommate Application (SLARMAT)—Assign Rooms (SLARASG)—Assign Phones (SPAPASG)—Assign Meal Plans (SLAMASG)—Create Events (SLAEVNT)—Run Assignment Roll Process (SLRROLL)

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• CURRICULUM, ADVISING & PROGRAM PLANNING (CAPP)—Multiple Advisors (SGAADVR) —Student Attribute Codes (STVATTS)—SORLCUR Curriculum—SORLFOS Fields of Study—Review/Test New Current Indicator Enhancement

• Curriculum Rules Control (SOACTRL)• Review/Test Current Indicator Conversion to

Current Code on Curriculum Tables—Review Curriculum Rules (SOACURR)

• Insert new Program, Major, Concentration—Major, Minor, Concentrations (STVMAJR)—Program Requirements (SMAPROG)

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• CAPP (Cont.)— Area Library (SMAALIB)—Area Requirements (SMAAREA)—Group Library (SMAGLIB)—Group Requirements (SMAGROP)—Add new program to SOAXREF, SOAXCUR through

SOACURR—Run Compliance Report and Print

• Review Compliance Report in Internet Native Banner• Review Compliance Report on Banner Self-Service

—Compliance Request Activity (SMACACT)—Run Compliance Purge Process (SMPCPRG)

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• ATHLETIC COMPLIANCE—Setup Validation Tables:

• Student Activity Code Validation Form (STVACTC)• Comment Type Code Validation Form (STVCMTT)• Degree Completion Change Reason Validation Form

(STVDCPR)• Eligibility Code Validation Form (STVELIG)• Athletic Qualifier Status Validation Form (STVSAQS)• Athletic Attribute Validation Form (STVSAAT)• Athletic Academic Eligibility Validation Form

(STVSAEL)• Originator Validation Form (STVORIG)

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• ATHLETIC COMPLIANCE (cont.)—Validation Tables (cont.):

• Athletic Competition Reason Validation Form (STVSARE)

• Athletic Residency Exception Validation Form (STVSARX)

• Athlete Transfer Status Validation Form (STVSATR)• Sport Status Code Validation Form (STVSPST)

—Test Athletic Compliance Form (SGASPRT)—Review/Test new Athletic Compliance Inquiry Form

(SGISPRT)—Review/Test New Mass Entry Athletic Compliance

Form (SGAMSPT)

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• FACULTY LOAD— Faculty Load Term Control Form (SIATERM)—Faculty/Advisor Information (SIAANST)—Faculty Assignment (SIAASGN)—Faculty Workload Contract FTE Form (SIACFTE)—Faculty Workload Term Rules Form (SIAFLRT)—Faculty Contract Analysis Form (SIACONA)—Faculty Workload Contract Rules Form (SIAFLRC)—Faculty Load Contract Analysis Report (SIRCTAL)—Faculty Personnel Form (SIAFPER)

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• BANNER SELF-SERVICE FOR STUDENT:—Review General Student Information—Review Look Up Classes pages —Review Links to All Instructors for Course—Review Messages for Closed Classes, Pre-requisites —Register as Student on Banner Self-Service—Register for Linked Courses—Update Variable Credits—Review Degree Audit as Student—Enrollment Verification Request—Review Transcript—Request Transcript

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• BANNER SELF-SERVICE FOR ADVISORS/FACULTY—Review Class Lists—Faculty Grading on Web—Review a Student’s Information—Run Compliance Report for a Student

• BANNER SELF-SERVICE WEB TAILOR —Customize a Web Menu or Procedure—Customize a Set of Information Text

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• What If Something Doesn’t Work as Expected—User Error—Something Not Installed Correctly—Known Issue—Develop Work-Around—Create contact with SunGard Customer Support—Show Stopper

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Testing Phase – Major & Minor Upgrade or Patch

• Defect Corrections• Spreadsheet Column Headers

—Banner Module/Area• e.g., General Student, Curriculum, Registration

—Forms, Reports, Processes—Upgrade or Patch

• e.g., p1-3ult67_stu80100—Defect Correction

• e.g., #1-4UJHSE —Forms/Processes Affected—Description of Problem and Resolution—Tested By—Date—Comments

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Sample: Upgrade

• Student Module—File stu80100u.trz posted to BASTUDENT 8x 8x-

Releases—Banner Student Upgrade, Release: 8.1—Description: file stu80100u.trz includes the software

for the 8.1 Release of Banner Student in addition to stu80100u.txt.

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Sample: Defect Correction

• Student Module—Defect Correction: # 1-44101B—Banner Student Upgrade, Release: 8.0—Form/Process: SFAREGS—Description: The End Date on SFARSTS was not

being considered by SFAREGS, so code could be used beyond end date

—Resolved: 8.1.1

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Sample: Defect

• Student Module—Defect Correction: #1-4UJHSE —Banner Student Upgrade, Release: 8.1—Form/Process: bwskwtrr (Banner Self-Service)—Description: If more than 30 characters are

submitted in Street Line 1 via the Online Transcript request, the rest of the characters are appended to the end of the Street Line 2 on Form SHARQTC

—No Resolution Yet

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Training Phase

• Develop Training Materials—Documentation, Visual Aids, Videos, Online Help

• Provide End User Training—Classes, One-on-One, Online Presentations

• Communication—Emails, Website, Links, Summarize What’s New

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Implementation Phase

• Install Upgrade and/or Patches into Production• Verify that System is working• Send out Communication

—Inform End Users of What’s New or Changed• Conduct Post-Implementation Review

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And Finally

• You’re going about your day-to-day business• Banner is running smoothly

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A Job Well Done!

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Summary• Create an overall Project Plan • Download Releases, Patches, and Documentation • Perform a Functional and Technical Review• Create one or more Test Instances• Design Specific Test Plan• Determine if Home-Grown Processes Affected• Test, Test, and Test Some More!!!• Train End Users• Provide Documentation• Implement the Upgrade and/or Patches• Conduct a Post-Implementation Review• Be ready to do it all again next time!

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Questions & Answers

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Thank You!

Carol [email protected]

Please complete the online class evaluation formCourse ID 0075

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Documents

Upgrades/Patches: Create Test Plans - University … · —Review New Grade Conversion and Substitution ... —Calculate/Change Dean's List Course ID 0075 41 Sample Upgrade Test Plan