Banner Document Management (BDM) Managing Users In BDM
Managing Users in BDMBanner Document ManagementBanner Document Management(BDM)Managing Users in BDM1
Managing Users in BDMBanner Document ManagementThis support guide is for use by the BDM Functional Specialists in the various business offices using Banner DocumentManagement.The guide provides details and instruction on how to have users added to or removed from BDM through the ITS ServiceDesk.2
Managing Users in BDMBanner Document ManagementTable of Contents1. Adding Users to BDM1.1 Collect and Prepare Information for Submission to ITS Service Desk1.2 Submit the Request to ITS Service Desk1.3 The Complete Process44452. Removing Users from BDM2.1 Collect and Prepare Information for Submission to ITS Service Desk2.2 Submit the Request to ITS Service Desk2.3 The Complete Process6667Appendix A83
Managing Users in BDMBanner Document Management1. Adding Users to BDMTo grant a user access to documents through Web Access (i.e. BDM), that user must be added as a member to aspecific BDM User Group or Groups. We have a process for adding users to BDM User Groups that is very similar toadding users to Banner Classes.All requests to add users to BDM must go through the ITS Service Desk. We have created special Banner Classes thatare strictly for BDM purposes. Each Banner Class is associated with a unique BDM User Group. Therefore, in thisprocess, to add a user to BDM you simply have to request the user be added to the proper Banner Class(s)1.1 Collect and Prepare Information for Submission to ITS Service DeskWhen a user requires access to documents that are owned/managed by your office, you will need to collect thefollowing information: Banner ID User’s Full Name Banner User Name User’s Department Banner Classes the user will need to be added to (refer to Appendix A)Notes: The collection of this information is only required if the user will be accessing BDM from Banner INB. Usersaccessing documents through Carleton Central do not fall into this process. If the user in question is a new employee or new to using Banner then ensure the user set up in Banner first.BDM access is contingent upon Banner access.1.2 Submit the Request to ITS Service DeskOnce you have all the necessary information on the user you will submit a request to the ITS Service Desk tohave the user added to BDM. The staff of the ITS Service Desk will use the information you provide to add theuser to the Banner Class(s) you provide in the request. Complete the online request form at: https://i.carleton.ca/computingaccountrequest/NOTE – in order to use this form you have to log on with your MC1 credentials. Only authorizedrequestors can log on to this form. If you are not authorized you will need have someone submit therequest on your behalf or get setup as a requestor.In the Comments field at the very end of the online form list all the BDM related Banner Classes the user willneed to be added to (refer to Appendix A).Note: This online form is the same form used for adding users to Banner. The process of validating and confirmingthe request will be followed by the ITS Service Desk. The staff of the ITS Service Desk have a list of all BDMrelated Banner Classes and the appropriate authorizer for each of them.4
Managing Users in BDMBanner Document Management1.3 The Complete Process A user is requires access to documents in BDM.The BDM Functional Specialist responsible for the documents and business process in question collects therequired information on the user.The BDM Functional Specialist completes the online request form and submits the request to the ITS ServiceDesk.The ITS Service Desk will review the request. If the submitter is not a BDM Functional Specialist the ITSService Desk will seek approval from the BDM Functional Specialist to proceed with the request. At thistime, the BDM Functional Specialist may also make changes to the request to make corrections.The ITS Service Desk will complete the request and add the user to BDM.The BDM Functional Specialist will be notified the request has been completed.The BDM Functional Specialist will notify the user and have that user do a full test in BDM to ensure thattheir access and privileges are accurate.5
Managing Users in BDMBanner Document Management2. Removing Users From BDMUsers that have access to documents in BDM, but no longer require access, must be removed from any BDM UserGroups that provide that access. This removal may be complete, as in the case of an employee that leaves theUniversity, or it may be a partial removal or change to their access, as in the case of an employee that changes rolesor positions.In all cases, the process is very similar to the process for adding users to BDM.2.1 Collect and Prepare Information for Submission to ITS Service DeskWhen a user needs to have document access removed, you will need to collect/prepare the followinginformation: Banner ID User’s Full Name Banner User Name User’s Department Banner Classes the user will need to be removed from (use report BANNER SECURITY USERS to collect thelist of classes)2.2 Submit the Request to ITS Service DeskOnce you have all the necessary information on the user you will submit a request to the ITS Service Desk tohave the user removed from BDM. The staff of the ITS Service Desk will use the information you provide toremove the user from the proper Banner Class(s).Complete the online request form at: https://i.carleton.ca/computingaccountrequest/ In the Comments field at the very end of the online form list all the BDM related Banner Classes the userneeds to be removed from (use report BANNER SECURITY USERS to collect the list of classes).Notes: If this is a case where the user is having their access to BDM changed then in the Comments field, you willlist all the BDM related Banner Classes the user must be removed from and the classes they now need to beadded to.6
Managing Users in BDMBanner Document Management2.3 The Complete Process A user is identified for removal (complete or partial) from BDM or to have their access changed.The BDM Functional Specialist responsible for the documents and business process in question collects therequired information on the user.The BDM Functional Specialist completes the online request form and submits the request to the ITS ServiceDesk.The ITS Service Desk will review the request. If the submitter is not a BDM Functional Specialist the ITSService Desk will seek approval from the BDM Functional Specialist to proceed with the request. At this timethe BDM Functional Specialist may also make changes to the request to make corrections.The ITS Service Desk will complete the request and remove/change the user as requested.The BDM Functional Specialist will be notified that the request has been completed.The BDM Functional Specialist will notify the user and have that user do a full test in BDM to ensure thattheir access and privileges are accurate.7
Managing Users in BDMBanner Document ManagementAppendix ABDM User Groups & Corresponding Banner Classes for Faculty CI ContractsBDM User Manager: Greg Skazyk (x8484) greg.skazyk@carleton.caBDM User Group NameFACULTY-CI-ADMINRelated Banner Class NameCUBDMSGRP FACULTY-CI-ADMINBDM User Groups & Corresponding Banner Classes for Faculty Recruitment & AppointmentBDM User Manager: Greg Skazyk (x8484) greg.skazyk@carleton.caBDM User Group -APPT-ADMINFACULTY-APPT-DELETERelated Banner Class NameCUBDMSGRP FACULTY-RECRT-ADMINCUBDMSGRP FACULTY-RECRT-DELETECUBDMSGRP FACULTY-APPT-ADMINCUBDMSGRP FACULTY-APPT-DELETEBDM User Groups & Corresponding Banner Classes for Faculty LeavesBDM User Manager: Greg Skazyk (x8484) greg.skazyk@carleton.caBDM User Group NameFACULTY-LEAVE-ADMINFACULTY-LEAVE-CLERKRelated Banner Class NameCUBDMSGRP FACULTY-LEAVE-ADMINCUBDMSGRP FACULTY-LEAVE-CLERKBDM User Groups & Corresponding Banner Classes for UPASS Opt OutBDM User Manager: Amanda Wright (x8558) amanda.wright@carleton.caBDM User Group NameUPASS-OPT-OUT-ADMINUPASS-OPT-OUT-CLERKRelated Banner Class NameCUBDMSGRP UPASS-OPT-OUT-ADMINCUBDMSGRP UPASS-OPT-OUT-CLERK8
Managing Users in BDMBanner Document ManagementBDM User Groups & Corresponding Banner Classes for Undergrad AdmissionsBDM User Manager: Megan Richardson (x7046) megan.richardson@carleton.ca Jackie Carberry (x8523) jackie.carberry@carleton.ca Petr Srna (x8815) petr.srna@carleton.caBDM User Group PT-LALSRelated Banner Class NameCUBDMSGRP UG-ADM-ADMINCUBDMSGRP UG-ADM-OFFICERCUBDMSGRP UG-ADM-OPERATIONSCUBDMSGRP UG-ADM-SUPPORTCUBDMSGRP UG-ADM-DEPT-ECONCUBDMSGRP UG-ADM-DEPT-WOMNCUBDMSGRP UG-ADM-DEPT-BUSICUBDMSGRP UG-ADM-DEPT-FILMCUBDMSGRP UG-ADM-DEPT-COGSCUBDMSGRP UG-ADM-DEPT-LALSBDM User Groups & Corresponding Banner Classes for Registrar’s OfficeBDM User Manager: Amanda Wright (x8558) amanda.wright@carleton.ca Anne Young (x2407) anne.young@carleton.ca Jeff Wieser (x8672) jeff.wieser@carleton.caBDM User Group L-CONFRO-TEAM-LEADSRO-DEPT-CIERO-DEPT-KROERelated Banner Class NameCUBDMSGRP RO-ADMINCUBDMSGRP RO-CLERKCUBDMSGRP RO-REG-SPECIALISTCUBDMSGRP RO-REG-SPECIAL-CONFCUBDMSGRP RO-TEAM-LEADSCUBDMSGRP RO-DEPT-CIECUBDMSGRP RO-DEPT-KROEBDM User Groups & Corresponding Banner Classes for ISSOBDM User Manager: Cody Wise (x2069) cody.wise@carleton.caBDM User Group NameISSO-ADMINISSO-CLERKRelated Banner Class NameCUBDMSGRP ISSO-ADMINCUBDMSGRP ISSO-CLERK9
Managing Users in BDMBanner Document ManagementBDM User Groups & Corresponding Banner Classes for FGPABDM User Manager: Wayne McGee (x1318) wayne.mcgee@carleton.ca Glendy Wong (x2246) glendy.wong@carleton.caBDM User Group A-DEPT-NEURFGPA-DEPT-NRTHFGPA-DEPT-PADMRelated Banner Class NameCUBDMSGRP FGPA-ADMINCUBDMSGRP FGPA-CLERKCUBDMSGRP FGPA-DEPT-ARCHCUBDMSGRP FGPA-DEPT-ARTCCUBDMSGRP FGPA-DEPT-BIOLCUBDMSGRP FGPA-DEPT-BUSICUBDMSGRP FGPA-DEPT-CANSCUBDMSGRP FGPA-DEPT-CHEMCUBDMSGRP FGPA-DEPT-CIVECUBDMSGRP FGPA-DEPT-CLSCUBDMSGRP FGPA-DEPT-COGSCUBDMSGRP FGPA-DEPT-COMMCUBDMSGRP FGPA-DEPT-CSITCUBDMSGRP FGPA-DEPT-COMPCUBDMSGRP FGPA-DEPT-ECONCUBDMSGRP FGPA-DEPT-ELECCUBDMSGRP FGPA-DEPT-ENGLCUBDMSGRP FGPA-DEPT-EPAFCUBDMSGRP FGPA-DEPT-EURRCUBDMSGRP FGPA-DEPT-FRENCUBDMSGRP FGPA-DEPT-GEOGCUBDMSGRP FGPA-DEPT-GEOLCUBDMSGRP FGPA-DEPT-HCICUBDMSGRP FGPA-DEPT-HISTCUBDMSGRP FGPA-DEPT-HLTHCUBDMSGRP FGPA-DEPT-HSTPCUBDMSGRP FGPA-DEPT-HUMMCUBDMSGRP FGPA-DEPT-INAFCUBDMSGRP FGPA-DEPT-INDCUBDMSGRP FGPA-DEPT-IPISCUBDMSGRP FGPA-DEPT-JOURCUBDMSGRP FGPA-DEPT-KROECUBDMSGRP FGPA-DEPT-LALSCUBDMSGRP FGPA-DEPT-LAWSCUBDMSGRP FGPA-DEPT-MAAECUBDMSGRP FGPA-DEPT-MATHCUBDMSGRP FGPA-DEPT-NEURCUBDMSGRP FGPA-DEPT-NRTHCUBDMSGRP FGPA-DEPT-PADM10
Managing Users in MS-TRANSCRIPTBanner Document ManagementCUBDMSGRP FGPA-DEPT-PECOCUBDMSGRP FGPA-DEPT-PHILCUBDMSGRP FGPA-DEPT-PHYSCUBDMSGRP FGPA-DEPT-PSCICUBDMSGRP FGPA-DEPT-PSYCCUBDMSGRP FGPA-DEPT-SERGCUBDMSGRP FGPA-DEPT-SOANCUBDMSGRP FGPA-DEPT-SOWKCUBDMSGRP FGPA-DEPT-SYSTCUBDMSGRP FGPA-DEPT-WOMNCUBDMSGRP FGPA-TAMS-TRANSCRIPTBDM User Groups & Corresponding Banner Classes for Travel RegistryBDM User Manager: Amanda Wright (x8558) amanda.wright@carleton.caBDM User Group NameTRAVEL-REGISTRY-BGISTRAVEL-REGISTRY-DELRelated Banner Class NameCUBDMSGRP TRAVEL-REGISTRY-BGISCUBDMSGRP TRAVEL-REGISTRY-DELBDM User Groups & Corresponding Banner Classes for Student AffairsBDM User Manager: Lisa Ralph lisa.ralph@carleton.caBDM User Group NameSTUD-AFFAIRS-STAFFSTUD-AFFAIRS-ADMINRelated Banner Class NameCUBDMSGRP STUD-AFFAIRS-STAFFCUBDMSGRP STUD-AFFAIRS-ADMINBDM User Groups & Corresponding Banner Classes for HR Employee IntakeBDM User Manager: Vicky Wiens vicky.wiens@carleton.caBDM User Group NameHR-ADMINHR-USERHR-EDITORRelated Banner Class NameCUBDMSGRP HR-ADMINCUBDMSGRP HR-USERCUBDMSGRP HR-EDITOR11
Managing Users in BDM Banner Document Management 9 BDM User Groups & Corresponding Banner Classes for Undergrad Admissions BDM User Manager: Megan Richardson (x7046) megan.richardson@carleton.ca Jackie Carberry (x8523) jackie.carberry@carleton.ca Petr Srna (x8815) petr.srna@carleton.ca .
access BDM at any time to view documents that may be related to the Banner ID you are working with. BDM is the general name that applies to the entire tool set and underlying processes & architecture for document management in Banner. The specific web based tool that we use for user interaction with documents is called WebXtender.
PC & Browser Configurations for BDM Banner Document Management 4 At Carleton University we are using DM 8.3 which makes use of EM 's document management suite, ApplicationXtender 6.5. The web based document management tool within ApplicationXtender 6.5 is called AX Web Access .Net, commonly referred to as WebXtender.
How to Scan, Import & Index Documents in BDM Banner Document Management . 1.2 New Document Method . This method is used and favored when scanning a single document where all the pages belong together and will be indexed as a set under a single document type. Using this method WebXtender will automatically treat all the pages as belonging to the
Banner Getting Started Guide Overview 1 Overview This guide describes the basic features of the Banner 9.0 system. Learning to use these features is the foundation for using Banner at your institution. Banner pages In Banner 9.0, forms are no longer delivered as .fmb objects. Forms are now delivered as pages that are .zul objects. Blocks
BDM - Banner Document Management is an imaging and electronic document management system for institutions that use Banner products. Canon DR-3010C - Scanner used for most scanning on campus. Instructions are relevant to most Canon Models. Document - File or group of files stored in an application and identified by one unique set of index .
Banner Document Management Suite (BDMS) can be used to electronically attach documentation to a variety of Banner document types in Banner Finance and Accounts Payable. Specifically, files can be attached to requisitions, purchase orders, and invoice vouchers. The following are the types of documents that should be attached to the Banner .
The Banner Document Management Suite is the only imaging and document management solution suite that launches documents and content directly from Banner. It also provides secure access to information and materials across Banner and even from other vendors' systems.
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