Utah State University Argos Implementation TSC Auditorium September

Utah State University Argos Implementation TSC Auditorium, September 16, 2015

Welcome

USU - Argos USU Sponsor/Stakeholder: Vice President David T Cowley PAC 8 – University Reporting : Adam Gleed, Allan Walker, Amber Mc. Allister, Corey Burger, Doug Kingsford, Heather Nielsen, Mike George, Michael Torrens, Sharyn Bradfield, Steven Jensen, Trevor Bennett, Whitney Pugh PAC 14 - Data Definitions : Adam Gleed, Alan Carbutt, Carl Ellsworth, Craig Kelley, Doug Kingsford, John Mays , Kristi Swainston, Marie Hicks, Michael Torrens , Sharon Robinette, Sharyn Bradfield, Steven Clark Software Testing and Argos Initial Training: Brittney Bingham, Ben Johnson, Brandi Gittins, Bryan Arnell, Calvin Moser, Christine Spall, Dallin Crump, Dan Perry, Eric Allen, Greg Lowry, Guy Ballard, Jackie Furfaro, Jodi Morgan, Joe Vande-Merwe, Kathy Clements, Kristen Tenney, Larry Pope, Louise Barfuss, Taya Flores, Teresa Passey, Trent Robinson, Wendy Keller

Meeting Objectives • Argos navigation and general use • Your access and role • Training and Questions

Agenda • • Overview of Argos Data Cookbook Navigation Dashboards Reports Service Now Next Steps Q&A (if time permits)

Overview of Argos - enterprise reporting package - licensed through evisions® Selected due to the: 1) ease of use; 2) browser-based access Central function of the tool - join a variety of database sources i. e. , Banner, FAMIS, or other external databases Convert Data --> University Management Information

Overview of Argos’ User Roles Report Viewer (main user group) View dashboards; run reports; save & distribute reports Modify display of data Report Writer (intermediate user group) Use Data. Blocks to create, edit & manage reports Maintain Data Cookbook data definitions Data. Block Designer (power user group) Create, edit and maintain Data. Blocks Key – understanding database & Data. Block design Maintain Data Cookbook data definitions Student module & information require FERPA training Report Writer and Data. Block Designer - SQL highly recommended

Overview - Definition Data. Blocks Container holding data Contains at least one Dashboard May contain Reports Defined in the Data Cookbook Dashboard User interface w/Data. Block User may view, filter & save data formats Reports Data generated from a Data. Block to inform Five different format/kinds available Save Report data to a device

Data Cookbook Carl Ellsworth

Navigation Kristen Tenney

evisions. banner. usu. edu

evisions. banner. usu. edu

Dashboard Kristen Tenney

Dashboards - Charts/Graphs Marie Hicks

Dashboard - OLAP Kristi Swainston/Adam Gleed

Reports Kristen Tenney

Running a Report • Launch Dashboard • Enter Parameters • Select Report from Report Options

Report Options • Preview • Save/Open • Email • Print

Report Types • CSV - Straight extract “data dump” • Extract XML - XML objects • Extract Fixed Width - Column widths are a set # of characters • Extract Delimited - Data separated by a delimiter • Banded - pdf of pictures, graphs, letters, labels

Reports Extract Fixed Width - Steven Clark Extract Delimited - Sharon Robinette Banded - Kristen Tenney

Banded

Service Now - https: //usu. service-now. com • Argos Access and Report Requests • Register for Argos Training Service Now is changing September 26. Two views. Before requesting new Reports/Data. Blocks, please check - Data Cookbook

Argos

Contains Role and Report requests Contains All Request and Training Schedules

Three possible paths

Second View – effective Saturday, September 26 Argos

Select one or many Person needing access Person’s Supervisor Select one or many Previous FERPA Training

art C o dt d A

1 of 2 pages Drop down selection

2 of 2 pages

Preloads based upon user – Change if needed Select from dropdown

il. a v A k c Che Course info is pre loaded from the drop down.

Service Now

Service Now Before requesting new Reports/Data. Blocks, please check - Data Cookbook

Next Steps 1. Check Access: https: //evisions. banner. usu. edu 2. Service Now https: //usu. service-now. com - “Argos” • Access • Roles • Module Specific Training 3. Learn/Train • evisions® Report Viewer Training online at: http: //webhelp. evisions. com/Help. Files/Videos/Argos/ Report%20 Viewer%20 Training. mp 4

Next Steps 4. Module Leads • Finance • Financial Aid • Human Resources • Student • Registrar • Admissions Sharyn Bradfield Sharon Robinette Steven Clark Adam Gleed Kristi Swainston Marie Hicks

Next Steps 5. Additional Resources: • Knowledge Base in Service Now • Getting Started with Argos • Argos FAQ • Review Training Videos • Power. Point – email address sent after today • Institution Learning System – ILS. usu. edu • Post a question • USU Argos community users -Slack (usu. slack. com) Discoverer Plus – Converted to Argos by October 31, 2015

Q&A