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Banner 9 - Frequently Asked Questions

01. Why the upgrade to Banner 9?
02. What is Banner Application Navigator?
03. When does Banner 8 go away?
04. What are some of the new Features of Banner 9?
05. What web browsers are supported?
06. How do I get to Banner 9?
07. What changes can I expect to see in Banner 9?
08. What do I do if I get a Logon Error?
09. How do I Clear my Browser Cache?
10. What are the keyboard shortcuts in Banner 9?
11. How can I build a custom menu of frequently used pages?
12. Will the personalized My Banner menu I created in Banner 8 remain in Banner 9?
13. What is the "My Banner" link on the Application Navigator menu?
14. Where can I find the items that were available under the Banner 8 Options dropdown menu?
15. How do I get more records to display on a page in Banner 9?
16. Is Java required for Banner 9?
17. Will Banner 9 work on mobile devices?
18. Can Banner 9 be accessed off campus?
19. Can I run multiple instances of Banner Admin Pages within Application Navigator?
20. What happened to the ‘GoTo’ Option?
21. Is my access the same in Banner9 as it was in Banner8?
22. Do I need to attend a Banner9 training session?
23. Can I change the color scheme on my Banner pages?
24. How do I resize a page in Banner 9?
25. Why doesn’t my old Banner shortcut work anymore?
26. How do I use Registration (SFAREGS)
27. How do I access and use Banner Z Forms?
28. What if I get a 'Forbidden' error message?
29. What happened to GZOANAME, GZAADDR and SZAEMAL?
30. How do I use the General Person Identification (SPAIDEN) page?

 

 

01. Why the upgrade to Banner 9?

Vendor support for Banner 8 will be terminated at the end of the 2018 calendar year. This mean all schools must move to Banner 9.


02. What is Banner Application Navigator?

The Application Navigator is a new feature within Banner 9. It provides a single web page to access both the forms (now pages) and self-service menus. Clicking the menu icon in the upper left or pressing Ctrl + M (Windows) or Control + M (Macintosh) will bring up links to all the Banner menus.


03. When does Banner 8 go away?

We anticipate turning off Banner 8 in January 2019.


04. What are some of the new Features of Banner 9?

  • New Application Navigator
  • Modern web look-and-feel
  • Improved usability and navigation
  • Improved accessibility
  • Compatible with all browsers
  • Tablet Friendly
  • No Java prompts or issues
  • No more Banner password changes


05. What web browsers are supported?

Any modern browser can be used for Banner 9 (Chrome, Firefox, Edge, Safari, etc). Internet Explorer is not recommended. 


06. How do I get to Banner 9?

You can access Banner9 by using this URL: https://banner.drexel.edu/BanAppNav/.  You will log in using your user id (i.e., abc123) plus your DrexelOne password.


07. What changes can I expect to see in Banner 9?

Banner 9 has a modernized user interface with improved navigation and accessibility. While the pages look different, they contain all the same fields and sections that you are familiar with in Banner 8.


08. What do I do if I get a Logon Error?

If you get an error message like one of these when trying to log into Banner 9, close any other open tabs in your browser, clear the cache (see instructions below). You may also need to close any other open browsers. After you clear the cache, try using https://banner.drexel.edu/BanAppNav (removing the ‘/seamless’ from the link) and hit enter to reenter the session. If that doesn’t work, close the browser, reopen it and try logging in again.

 

 


 


09. How do I Clear my Browser Cache?

Chrome -

1. Click the ellipsis found at the far-right end of the line that contains the web site (URL).

2. From the menu that appears, click Settings.

3. Click Advanced which appears at the bottom of the page

4. In the Privacy and Security section, click Clear browsing data.

5. Make sure that Cached images and files and Cookies and other data are checked then click Clear data.


Firefox -

1. Click the Open menu icon (3 vertical lines) found at the far-right end of the line that contains the web site (URL).

2. Click Options from the menu that appears.

3. Click Privacy & Security from the left column, then click Clear Now in the Cached Web Content section.


Edge -

1. Click the ellipsis found at the far-right end of the line that contains the web site (URL).

2. From the menu that appears, click Settings.

3. Under Clear Browsing Data, click Choose what to clear.

4. Make sure that Cached data and files is checked then click Clear.


Safari -

1. Click the Safari menu, then Preferences.

2. Click Privacy at the top of the window that appears.

3. Click Manage Website Data then click Remove All.



10. What are the keyboard shortcuts in Banner 9?

You can find the Banner 9 keyboard shortcuts here.



11. How can I build a custom menu of frequently used pages?

My Banner Maintenance (GUAPMNU) is available for users to build a custom menu of their most used pages. This can be done on the GUAPMNU form. Note that My Banner will not appear on the Applications menu until it has been set up on the GUAPMNU.


A personal menu contains the pages, jobs, menus, and QuickFlows that are most important in your daily work.


The My Banner Maintenance (GUAPMNU) page contains three parts:

  • The left pane lists the available pages, jobs, menus, or QuickFlows that can be added to a personal menu. When you select an object type from the pull-down list above this pane, a list of associated objects appears in the left pane.


  • The middle of the page contains buttons used to insert your selections, remove selections, insert all items listed from the left pane, and remove all items from the right pane.


  • The right pane lists the contents of the personal menu. The field above the right pane shows the Oracle user ID associated with the person logged on to the system.

You can filter the list of items to choose from. With your cursor in the left side panel, click on Filter (the top right).  Type in the description of the form you are looking for.  You can use the % wild card.  You can also use the Advanced Filter for more options. 


To add objects to a personal menu, select names in the left pane by double-clicking them, and then use the Insert or Insert All button. To remove objects from a personal menu, select names in the right pane by double-clicking them, and then use the Delete or Delete All button.


NOTE: After updating your ‘My Banner’ options, the update will not appear until after you log out and log in again. When the personal menu is created, you can access it from the main menu.



12. Will the personalized My Banner menu I created in Banner 8 remain in Banner 9?

Yes, your My Banner menu will carry over from Banner 8



13. What is the "My Banner" link on the Application Navigator menu?

This is where you can quickly access the Banner pages you use most often. You can use My Banner Maintenance (GUAPMNU) to create these favorites. See instructions in frequently asked questions #11 for how to create your favorites.



14. Where can I find the items that were available under the Banner 8 Options dropdown menu?

Banner 9 has separated these items out into two separate dropdown menus: Related and Tools. The Related menu contains the related pages that were previously listed under options and the Tools menu contains the actions that were listed there.



15. How do I get more records to display on a page in Banner 9?

Banner 9 gives you the option of displaying fewer or more records on the screen for certain pages. Click on the Per Page dropdown at the bottom of the list of records on these screens to control the number of records displayed. Please note that your choice is not retained upon exiting the page.


 

16. Where can I find the items that were available under the Banner 8 Options dropdown menu?

Banner 9 has separated these items out into two separate dropdown menus: Related and Tools. The Related menu contains the related pages that were previously listed under options and the Tools menu contains the actions that were listed there.



17. Will Banner 9 work on mobile devices?

Yes! Banner 9 works well on large-screen mobile devices like tablets and iPads. NOTE: Although Banner 9 is accessible from a phone, the user experience is not ideal.



18. Can Banner 9 be accessed off campus?

Yes, Banner 9 can be accessed off campus, but you must be logged on to the Drexel VPN (vpn.drexel.edu) before you access Banner 9.



19. Can I run multiple instances of Banner Admin Pages within Application Navigator?

Yes, either within the same web browser or different browsers.



20. What happened to the ‘GoTo’ Option?

Pressing F5 used to activate a 'go to' search box; the F5 key is now used to refresh in Banner 9. To go to a new form, choose the Search icon on the upper left side of the browser.  



21. Is my access the same in Banner9 as it was in Banner8?

Yes. You have the same permission as you had under Banner 8.



22. Do I need to attend a Banner9 training session?

Banner 8 and Banner 9 function the same way and the forms/pages have the same names. Banner 9 pages have a more modern look, are more intuitive and easier to navigate. We recommend you view the Banner 9 Training Video. If you already have a Banner account, then you are not required to attend another training session; however, you are welcome to do so if you prefer. If you don’t yet have a Banner account, you must attend one of the Banner navigation training sessions. More information about this can be found on the Academic Information & Systems training web page (https://drexel.edu/ais/training/).



23. Can I change the color scheme on my Banner pages?

Individual users cannot choose a personal color in the Banner 9 applications at this time.



24. How do I resize a page in Banner 9?

You can use the CTL+ to increase the size and CTL- to decrease the size. CTL 0 returns the zoom to 100%.



25. Why doesn’t my old Banner shortcut work anymore?

Your old banner shortcut took you to Banner 8, you will need to create a new one for Banner 9. (https://banner.drexel.edu/BanAppNav/)

 

26. How do I use Registration (SFAREGS)

From the Home Page, either type SFAREGS and hit Enter or type part of or all of the word Registration and then select from the menu items that come up.


The first time you go to the registration page, the SOADEST page will open.  Just close it.

 

 

 

In SFAREGS, enter the term code and student’s university id or user id, then click the Go button.

 

 

                                    

This puts you in the ENROLLMENT INFORMATION section of the page.  Use the Down Arrow at the bottom of the page OR use Alt+PageDown to get to the COURSE INFORMATION section.



 

Figure 1: Without any registration already

 

Figure 2: With registration already


Either click Insert or scroll down to an empty row to add course(s). 

When you are finished, click the SAVE button in the lower right corner.


  

 

If there are any registration errors, correct them or change the course status to ‘DD’, then click SAVE again.  If you need to Override any registration errors, you can select ‘Yes’.  DO NOT USE OVERRIDE ALL as you will get an error. See the following example of how to handle registration errors:

 

If a restriction on a course section causes a registration error, the following message will appear in the upper right side of the screen:



 

To clear the error, click the yellow number that appears above the error message.

View the error that is generated in the Course Information section of the screen



 

To override this error, select Yes from the drop-down box in the Override Column and Save.

 

  

 

To remove the course section, change the value in the Status column to ‘DD’ and Save.

 

 

 

Please Note:
If a course section generates multiple errors you will need to repeat these steps.
Do NOT select All from the drop-down box in the Override Column. This will generate another error.
Do NOT attempt to override a Closed section. This will generate another error.



27. How do I access and use Banner Z Forms?


Forms in Banner that begin with SZ, RZ, GZ or TZ (i.e., Z forms) are customized specifically by and for Drexel University.  The forms’ names and descriptions can be found by using the Home Page Search box or the Magnifying Glass Search box. You may also save them in your My Banner list if you set that up. The navigation within these forms functions differently from other Banner forms.



  • SZGAFRPA – Student FERPA Waiver Authorizations Form
  • SZGASNAR – General Student Narrative Form
  • SZGAASIN – Accelerated Student Tracking Form
  • SZGAASIN – Accelerated Student Information Narrative Form
  • SZIADST – Auditing Student Data Changes Inquiry Form
  • GZOIFASI – FA AR And Student Information Display Form
  • GZIIDNS – Person Search Form (for these instructions go here)


 

 

These Z Forms require the id of a student whose records you want.  If you know the id (university id or user id), you can type it in and hit Enter. 


1. If you don’t know the person’s id, you can Search for it by clicking the 3 dots next to the Id box . A User Search box will open.

 

 

 

2. Click on the boxes you want to search on (e.g., Last Name, First Name).  Each one opens a tab where you can enter the search criteria.

 

 

 

After you enter the information, click the Search button.  The results will be shown below the Search button.


  

 

3. Click on the row you want and then select OK.  You can also just double click the row you want.  Either way the popup User Search will disappear and the Id you selected will be in the Id field of the Z form. 


If you have Query access to the form, you can look at whatever information is there, but you cannot add/change/delete any information.  If there are several rows of data, you can adjust the number of rows you see by changing the dropdown and/or changing from one page to the next. 

  

         


 

If you have Modify access to the form, in addition to reviewing the information, you can insert, delete, or change what’s there.  To add information, some Z forms provide boxes to fill in (e.g, SZGASNAR), then click the Save button to add the new row. With some Z forms you must click the Insert button before the fill-in boxes appear (SZGAFRPA). Once you complete the information, click the Save button.  To Delete a row, select it, it turns color, then click the Delete button

 

If you want to switch to a different student’s record, type in the new id or do a new name search.  There is no Start Over button on any Z form.

 

To Close or Leave a Z form, there are a couple of options. 


  • You can click the ‘X’ in the upper right corner of the form.  You will see a blank (blue) screen.  To navigate away from the form, you can click the Home Page   or the Magnifying Glass  on the left side of the page. If you ‘X’ out of the Z form, you will not be able to return to that form again without refreshing your browser session.
  • You can leave the form open and just click the Home Page  or the Magnifying Glass  on the left side of the page.  Then you will be able to go back into that Z form again later in the session.

 

  • Instructions for Using GZIIDNS – Person Search Form

  • If you know the ID (University ID or User ID), type it in the ID field and select the Search button or click F8.  All records matching that ID will populate in the results table below.
  • If you do not know the person’s ID you can search based on SSN, Last Name, First Name, Middle Name, or Birthdate.
  • When searching by name you can use the % sign (wildcard) at the beginning, end, or surrounding partial words when the full name is not known. (e.g., %mith, Smi%, or %mit% will all return results for Smith)
  •  Date of Birth format should be DD-MON-YYYY (i.e. 03-MAY-2000). You can also use the % wildcard if you do not know the specific year of birth (i.e. 03-MAY%)
  • If you need to do reset the search or do a new search all together you can clear the form by pressing the Reset button or click F7.


 

 

The results will be shown below the Search button. If needed, you can adjust the number of entries shown on the page and/or scroll to the Next or Previous pages.

 

           

 

 

When you find the person you want, click on that row and that person’s information will appear. It will highlight the entry and provide an indication of the records associated with that entry as well as any addresses.

 



To Close or Leave the Z form, there are a couple of options. 

  • You can click the ‘X’ in the upper right corner of the form.You will see a blank (blue) screen.To navigate away from the form, you can click the Home Page   or the Magnifying Glass  on the left side of the page. If you ‘X’ out of the Z form, you will not be able to return to that form again without refreshing your browser session.
  • You can leave the form open and just click the Home Page  or the Magnifying Glass  on the left side of the page.Then you will be able to go back into that Z form again later in the session.



 

28. What if I get a 'Forbidden' error message? 

The first time you navigate to one of the Z forms, a limited number of users may see a ‘Forbidden’ error message. To correct this, you can refresh your browser either using the  beside the URL or by selecting the F5 key.  This will send you back to the Home screen. When you go to the Z form again, it will open successfully.


 

 

29. What happened to GZOANAME, GZAADDR and SZAEMAL?

Banner users no longer need to go to several different forms to view and/or update someone’s name, address, or email.  You can access the information in General Person Identification (SPAIDEN).  SPAIDEN has several tabs.   


  

 

Old Form

SPAIDEN tab

 

 

GZOANAME

SPAIDEN Current Identification tab

GZAADDR

SPAIDEN Address tab

SZAEMAL

SPAIDEN E-mail

 

For more information on how to use SPAIDEN, click here)

30. How do I use the General Person Identification (SPAIDEN) page?

The General Person Identification (SPAIDEN) form/page can be used instead of several separate forms.  It has replaced GZOANAME, GZAADDR, and SZAEMAL.  It can also be used instead of SPATELE (Telephone) and SPAPERS (Biographical), if you have access to those.


SPAIDEN has several tabs.  

      

 

 

  • Current Identification tab

This tab shows the person’s name, including preferred first name. If you have update access and need to change a name, do it here.

  • Address tab

This tab shows all the person’s addresses. You can scroll through them or use the Filter to look for a particular address or address type.   If you have update access and need to make changes, you may do so by using Insert, Delete or Copy.

 

  

 

  • Telephone tab

This tab shows the person’s phone number(s). You can scroll through them or use the Filter to look for a particular phone number or type.   If you have update access and need to make changes, you may do so by using Insert, Delete or Copy.

 

  

 

  • Biographical tab (highly restricted access)

This tab shows the person’s biographical information such as gender, birth date, age, SSN, citizenship, veteran status, and race and ethnicity.  It is the same as the SPAPERS form. Most Banner users do not have access to this tab.

 

  • Email tab

This tab shows the person’s email address(es).  Everyone should have a Drexel Official University Email (DOE).  Individuals must pick up their email accounts before this will show in Banner.   


 

  • Emergency Contact tab

This tab shows the person’s emergency contact(s).  If you have update access and need to make changes, you may do so by using Insert, Delete or Copy.