Banner upgrade

This page will be available until September 30, 2018.

Computer on a desk

The University of Ottawa is upgrading its Enterprise Resource Planning (ERP) system, Banner (financial, human resources and payroll system), from Version 8 to  9. The Banner provider, Ellucian, will stop supporting the current version by the end of 2018. 

By upgrading to Banner 9, the University will continue to comply with federal and provincial legislation on compensation and to receive technical support, updates and additional features.

Go-live date

Given the progress made over the past few months by the multidisciplinary project team, we expect that conversion to Banner 9 will take place on July 16, 2018.

Banner 9 differences

The upgrade impact is minimal and the transition to the new version for users should be easy. The changes do not affect the information entered into Banner, nor do they affect processes or roles. Synchronization between Millennium FAST and Banner will continue as usual (no changes in FAST).

Users who worked with Banner 8 will notice differences, which we have listed under the following categories. Two of the following categories contain frequently asked questions.

Connection

An important change previously announced concerns the integration of Banner 9 with uoAccess (access to your email — Microsoft Outlook).

How can I access the Banner 9 connection page?

Click the link to the Banner login page (see the Login box in the upper right corner of the page) and bookmark the page (for bookmarking procedure, see “Browsers.”)

Alternately, go to one of these pages:

Once you’re on the Banner 9 login page, type the same credentials you use to access your email (Microsoft Outlook) and, as of July 16, you will need to add @uOttawa.ca at your ID.

Do I have to reset my uoAccess password?

Your uoAccess password is the same password you use to access your email (Microsoft Outlook). The requirement to reset your password to access Banner 9 for the first time (see the June 5, 2018 email on this) has been delayed.

However, as discussed in the mandatory Digital Self-Defence Training, it is a uOttawa digital security best practice to change your password regularly. 

What will happen to my FAST authentication?

Starting July 16, 2018, the University of Ottawa will begin decommissioning Banner ID accounts (also called Oracle accounts). Accounts will expire in the days or weeks following this date. If you use your Banner ID account to connect to the FAST system, we encourage you to cease using this account as soon as possible and to follow the login instructions already on the FAST homepage. If you are already using the username starting with an ''E'' to connect to FAST, the connection procedure remains unchanged.

The decommissioning of Banner ID accounts is a result of the Banner system upgrade. It is also part of an effort to integrate all systems under one connection tool, uoAccess (access to e-mails – Microsoft Outlook). In the coming months, it is expected that the connection to FAST will also be integrated to uoAccess. We will keep you informed of any developments as we move forward.

Who can help me if I experience connection problems?

Call the Information Technology Service Desk at 613-562-5800 ext. 6555 or complete a Service Desk Request Form

How do I logout from Banner?

Like Banner 8, Banner 9 logs our users after 30 minutes of inactivity. Banner informs you when your time is nearly up.

To log out completely from Banner, you must close your browser. Using the Signout button does not log you out completely.

Look, feel and navigation

Banner 9 has improved display screens and simplified navigation. With these user experience improvements, your adjustment period to the new version should be very short.

To help you navigate through Banner 9, we have prepared material on navigation and shortcut keys, some of which have changed. For more information, see “Guides and resources” > “All users” below, which refers as well to other available tools.

Browsers
Which browsers can I use with Banner 9?

You can use Banner with all browsers (preferably the latest versions). However, it performs best with Microsoft Edge, Chrome and Firefox.

These three browsers also allow for faster keyboard tabbing than Internet Explorer.

How can I add Banner to my bookmarks?

To bookmark Banner, log in first. Once you’re on the Banner home page, click your browser’s bookmark button.

I can connect to Banner using Internet Explorer, but I can’t perform any tasks. Why?

The following error message should appear on the welcome page: {'welcomeLabel'|i18n}. 

If you’re an Internet Explorer user, make sure that Banner is one of the Trusted Sites you can access. To do so, follow these steps (Microsoft Edge, Chrome and Firefox users do not have to follow these steps):

Note: Banner will automatically cause your browser to display in English.

  1. Under Internet Options, click the Security tab and then the Trusted Sites icon.
  2. Click Sites.
  3. In the  to the Add this website zone box, type *.uottawa.ca. Click Add and then Close.
  4. Click the Local intranet icon. Make sure that the Enable Protected Mode box is not selected. 
  5. Click the Internet icon. Select the Enable Protected Mode box.

 

Guides and resources

All users

Faculty and service users

  • If you perform journal entries, make deposits or record invoices, refer to the Accounting website under Financial system > Training and guides for updated Banner guides and videos on these activities.
  • If you perform tasks related to purchasing orders, Procurement will email you user guides for these activities. If you do not receive the guides, email Procurement or call 613-562-5800 ext. 1587.
  • We will also assess the need for Q&A sessions after the go-live.

Financial Resources and Human Resources users

Given that they support decentralized users, centralized users and their teams have received in-person training, or will receive it as needed before Banner 9 is launched.

Governance

The multidisciplinary project team has the support of the Project Management Committee and users group. The ERP Steering Committee is also actively involved in the decision-making process. All are key to the system testing and upgrade.

Questions

Human Resources, Financial Resources and Information Technology are available to support users during the transition.

Contact one of the following depending on your question area:

For technical support (e.g., passwords), contact Information Technology at 613-562-5800 ext. 6555.

Connection

Connect to Banner (on-campus access only)

Note: The current link leads to Banner 8. This link will automatically redirect users to Banner 9 on July 16, 2018.

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