Introduction to ApplicationXtender Brett Freiberg bfreiber@iit

Introduction to ApplicationXtender Brett Freiberg [email protected]

What is ApplicationXtender? “ApplicationXtender scans, stores, retrieves, and preserves information, while providing role-based access from either a desktop interface or web browser.” – EMC website Banner Document Management (BDM) is the term used in Banner to refer to ApplicationXtender. ApplicationXtender stores and indexes documents for Banner access retrieval. Documents are scanned in batches into ApplicationXtender, where they are stored until they are indexed.

ApplicationXtender names ApplicationXtender – EMC (manufacturer) Banner Document Manager (BDM) – Ellucian Other – – – – – Xtender AppXtender Web Access Banner Document Management Suite (BDMS) Banner Xtender Solutions

How does ApplicationXtender Work? Ability to scan or import documents Stores documents within “applications” Applications are assigned to Banner forms Documents are accessed through Banner forms or directly through ApplicationXtender query Two ways to access – Through Banner INB – Directly - https://scan.iit.edu/appxtender/

Getting Started Requirements Gathering – Which Banner forms would your department like to use in conjunction with ApplicationXtender? – What type of documents will be imported into ApplicationXtender? – How would your department like to index documents? – Which users need to have access to ApplicationXtender? – Will your department be scanning paper documents into ApplicationXtender? – A list of ApplicationXtender compatible scanners can be found here – Must have ISIS or TWAIN driver

Importing Documents In INB, click “BDM – Add Document” icon Follow instructions to either scan document or import file

Indexing Documents Press the “New” button in tool bar Fill in Index fields and press “Save”

Accessing Documents Through INB – Open a record in a Banner form tied to an ApplicationXtender application – Press the “BDM – Display Document” button Through direct access – Double-click on the application you would like to query – Enter query criteria and press “Search”

Case Study: Finance – Student Accounting Problem – Documents were stored in a network folder, which was inefficient and time-consuming – Documents were not attached to Banner records, meaning certain students’ or vendors’ documents had to be manually looked-up Solution – Configure ApplicationXtender to store students’ and vendors’ documents directly with their Banner records. – B-S-ID application linked to Banner forms TSASPAY, TSACONT, TSAAREV, TSICSRV Positives – – – – Improves organization Achieves higher indexing efficiency Frees up network drive space Leverages purchased software Negatives – None

What’s next? Tell me how ApplicationXtender would add value to your department!

Questions? Brett Freiberg – [email protected] – Extension 78631