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Customizing User Preferences for Banner

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Banner allows users to set or change some settings to your preference. These can be managed in the My Preferences and Personal Settings.

Intended Audience

This Quicknote is intended to help faculty or staff members set up custom preferences in Banner.

Requirements

To follow this Quicknote, you will need to have a Banner ID and DUO Authentication for Banner access. To obtain a Banner ID and DUO, please refer to the Quicknote What is Banner?


Table of Contents


Personal Settings [Back]

To access the Personal Settings:
  1. Click the user profile icon aULo5fUvTY38UJ6-zGdE2QzE4--KI-jAZbkzdFKV57Ta3pTo-G6sgHUEw_KEGe484-PCCMgxgYiFWf0oOzbL9GUad6Q8dSuic_5a3PE1eA6eWJeS7ivBtvTSu6YEkkxlcehxNY3Eon the side navigation panel.
  2. Then click Personal Settings.
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Do you need sign out confirmation?

Select Yes if you want to be prompted with a confirmation message before signing out of Banner. NOTE: The default setting is No.

Preferred initial page

This is the first page that will display upon login. You can enter the page description or seven-letter identifier for an Administrative page; the description or URL for a Self-Service page; or the description or URL for a page builder page.

Search preference indicator

Select the default search option to be used, Search or Direct Navigation.
  • Select Search (this is the default) to search for pages, jobs, menus, and quickflows. Enter any part of the seven-letter object identifier, page acronym, or page description name to search for pages, jobs, menus, and quickflows.
  • Select Direct Navigation if you know the name of the page you want to access. Enter the exact seven-letter object identifier, page acronym, or the complete page description name to directly access pages, jobs, menus, and quickflows.
If a page is selected, that page will open. If a menu item is selected from the landing page search results, the menu panel will open and the selected menu will be displayed.

Favorites [Back]

You can create a favorites list in Banner of your favorite or most often used pages. The favorites list is represented by a star icon on the side navigation panel of all Banner pages.

To Access your Favorites

  1. Click the star unuEVYoqh5igCsXcvAG3jbSw167pgSUVOumEPFUAojxR5PKtBqHQwbhEJndp6Qam4t_jaYTAr3DOs5nchW0xpw6NrJ2xIVuY6bkHzqDoeAZPp2OHq3LMjTy52CENYOUMXeyBJMNqon the side menu (or use Ctrl + D keyboard shortcut), to display the list of your favorite pages.

Manage your Favorites

  • To add a page to the list of favorites, view the page listed under the Applications menu and click the star icon next to the page name.
  • To remove a page from the list of favorites, click the star icon next to it in the favorites list.

My Links [Back]

The My Links option under the Applications menu displays the list of personal links or objects that have been defined in the General User Preferences Maintenance (GUAUPRF) page.

To Access your My Links

  1. Click the application icon iMIW7jz9UZKdbjVu1IYQ7j5D9B3LIlLQ7o0aBaYUGN2SRiiziHWEpKOxjTBceHvxsVd8CbSWILN7hMjNotSOHwP1_Hgz2ZNfTADr6wJ9kVaiQYu5UtSY0LkMmXqsjVeHTXZ6fcrG on the side navigation panel.
  1. Click My Links
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  1. These are the links we have added for all users.
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The system administrator has set up links we thought UM-Flint users might want, but you have the option to customize them to your own links.

Define your My Links

To modify a personal link, specify the link and the description on the GUAUPRF page in Banner.
  1. Click the user profile icon 23CfR2mDI0qLIhjthNlbVTz1SwQUlyBT5_sTeXYSGjc7x3N8V17aL7joxHIGYQVqtohFZXX12kegcFpVyyja7_IYulwaKlhI85uuWlHOcStekndZ1cXMcuQYyvMmecGjvFEbTZAg on the side navigation panel.
  1. Click My Preferences to access the General User Preferences Maintenance (GUAUPRF) page in Banner.
  2. Click My Links. Each link has a description field and a URL field that needs to be entered in order for it to work.
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  1. Enter a description for the link in the User Value column for the link you want to create.
    • For example, enter the Ellucian Website as the user value for your second personal link description.
  2. Enter the URL or the Banner Object of the link in the User Value column for the link you want to create.
  3. Click Save.
  4. You can create up to six personal links.

Are you a Banner Data Extract user? [Back]

Directory Options

If you ever run data extracts from within Banner, then you may want to modify your Directory Options. They can be found on the Directory Options Tab of the GUAUPRF page in Banner.
  1. Click the user profile icon lkm1-tfmDyDVqA1VX4k_-nv1vWyrBMlxkuMZX6kT-DQgN-zHjK-o8IyN77LIN3oTqUUk5W05WgNcSGmvloeiWdoSsfpfQyCR36LJ2d1HaCHho3ikMm_FuLkq6sEDaa28b5SrCmNZ on the side navigation panel.
  2. Click My Preferences to access the General User Preferences Maintenance (GUAUPRF) page in Banner.
  3. Click Directory Options.
GhxGLClkUJyYgKOxB8J-GoEp3S0dyZY6G8sBVYOueXMzD2t1iNhlkfqEhEMnVFwW1USa7uasltNRnrHGts-euRplu-E-WczyzsaMCrtv31fsDrwZyzpVRDWdXkl6Rfy6xmyaSgtG Two values you should review:
  • Local directory for saving output
    • This directory is where files are saved if you are using the WebUtil method of saving the output.
    • As you can see in the Default Value column, the system administrator has set this to c:\temp as a default.
    • If you don’t have a c:\temp directory you should create one if you plan to run data extracts from Banner.
    • If you prefer to change this to another directory on your hard drive, then enter that directory in the User Value column and click Save.
  • Data extract format: FILE, TEXT, or WEBUTIL
    • This record enables you to specify the method you want to use for data extracts.
    • Below is a chart to help explain
    • You will want to pick the one that meets your needs for the given job you are running. You may find one format works better for one job and another job looks best in a different format. This means if you run many different jobs, you may need to change this format option often between jobs.

Banner Output Matrix [Back]

What kind of output do you want?
6fa5dd4c9fd56e880aac0e12922fe7adcbdaec9f?t=93a1e9cfdd10698263fbf27735799515 For example, if a user wants the output as a text file (.txt), their Data extract format in GUAUPRF needs to be set to FILE and when they are reviewing the output in GJIREVO they need to go to Tools, then Export.

Missing the Header Row

If you have performed a data extract and found the header row to be missing, please know there is an option in GUAUPRF to include the header row that you will want to enable.
  1. Click the user profile icon o2cu5rLM-1xcneGf7ANyLLEbOr9JbaZy3XTzVWqKtMuffK8Bnwykg6SByi7IEsb6rx1rnmDd4AlGMPefpZaQuWkeqVdmw72CdDreOCcEa6VtuIBAfWdrMeTqgkQCuaQY--7dhoxS on the side navigation panel.
  2. Click My Preferences to access the General User Preferences Maintenance (GUAUPRF) page in Banner.
  3. Click Display Options.
  4. In the Data Extract section, check the checkbox to Include Header Row in Data Extract.
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NOTE: You will have to rerun your data extract, but from now on the header row will be included. If you wish to turn off the header row, simply uncheck the checkbox to disable the header row.

Troubleshooting [Back]

If you have any questions or experience any issues not covered by the information in this quicknote, please stop into the ITS Helpdesk for assistance.

Location: 206 Murchie Science Building
Phone#: (810)-762-3123 (option 1)
Email: flint.its.support@umich.edu

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