Ellucian Advance

Release Notes
Release 2016
December 2016
 Without limitation: Ellucian®, Banner®, Colleague®, and Luminis® are trademarks of the Ellucian group of companies that are
registered in the U.S. and certain other countries; and Ellucian Advance™, Ellucian Course Signals™, Ellucian Degree Works™,
Ellucian PowerCampus™, Ellucian Recruiter™, Ellucian SmartCall™, are also trademarks of the Ellucian group of companies.
Other names may be trademarks of their respective owners.

© 2016 Ellucian.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian
licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee
in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian
makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with
applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting, and other similar
professional services from competent providers of the organization's own choosing.

Ellucian
4375 Fair Lakes Court
Fairfax, Virginia 22033
United States of America

Revision History
Publication Date Summary
December 2016 New version that supports Advance 2016 software.
 Contents

Database Installation Overview ....................................................................5

New Features and Functionality ...................................................................6

System refinements .......................................................................................................... 6

Clipboard refinement ........................................................................................................... 6

Ability to Import external data into Advance clipboard ................................................. 6
F3 feature refinement .......................................................................................................... 6
F3 shortcut for Allocations ............................................................................................ 6
F3 shortcut for other specific applications .................................................................... 6

Lookup refinement ............................................................................................................ 7

Entity - Deleted indicator ..................................................................................................... 7

Biographic refinements .................................................................................................... 7

Entity Duplicate Checking refinement ................................................................................. 7

Event refinements ............................................................................................................. 8

Event Lookup and Event Detail ........................................................................................... 8

Gift and Pledge refinements ............................................................................................ 8

Joint Gift/Pledge refinement ................................................................................................ 8

Link Pledge to Gift ............................................................................................................... 8
Giving codes refinement ..................................................................................................... 8

Prospect tracking refinements ........................................................................................ 9

Allocation Stewardship refinements .................................................................................... 9

Entity Notes refinements ..................................................................................................... 9

TMS refinements ............................................................................................................... 9

Expand Institution Name ..................................................................................................... 9

Support .........................................................................................................11

Ellucian Advance | 2016 Release Notes 3

 Browsers .......................................................................................................................... 11

Client operating systems ............................................................................................... 11

Databases ........................................................................................................................ 12

Character sets ................................................................................................................. 12

Oracle Database Access Components (ODAC) ........................................................... 12

Windows servers ............................................................................................................. 12

Online Help ...................................................................................................................... 13

Application development ............................................................................................... 13

Other ................................................................................................................................. 13

Compatibility ................................................................................................16

System-wide Changes .................................................................................17

Tables ............................................................................................................................... 17

Resolutions ..................................................................................................19

Known Issues ...............................................................................................20

Export to Excel using Office 2010 or lower ................................................................ 20
Task/calender synchronization with Office 365 Outlook ............................................ 20
Advance browser memory usage ............................................................................... 20

Ellucian Advance | 2016 Release Notes 4

 Database Installation Overview

The following chart describes the supported Advance database upgrade paths. If
your database configuration is not described below, or if you have any questions,
contact actionline@ellucian.com prior to beginning the database upgrade or
installation.

Refer to the Advance Database Installation Instructions for additional information.

Current Version Upgrade Instructions

Advance prior to Upgrade to Advance 9.10.0 and then upgrade directly

9.10.0 from 9.10.0 to Advance 2016.

Advance 9.10.0 Upgrade directly from Advance 9.10.0 to Advance

2016.

Advance 2015 Upgrade directly from Advance 2015 to Advance

2016.

No Advance Install a new Advance 2016 database.

database installed

Ellucian Advance | 2016 Release Notes 5

 New Features and Functionality

This section describes the following types of new features and functionality in
Advance 2016.

System refinements

This section highlights system-wide changes in Advance 2016.

Clipboard refinement

Ability to Import external data into Advance clipboard

You can now import an Alternate ID text file and show the linked Entity IDs on
Advance clipboard. To import alternate IDs, an alternate ID code from the
tms_ids_type table must be provided. In addition, the alternate ID number must
exist in the ids_base table for that alternate ID type. The ID type is user defined
and can be created in TMSC table.

F3 feature refinement
F3 shortcut for Allocations

You can now use F3 to put another Allocation code on the Overview and Detail
application on the Allocation Page without going through the lookup screen. It
opens the same application page for the entered allocation.

F3 shortcut for other specific applications

Additional F3 functionality is added for specific applications. You can now use F3
feature to enter different type of ID numbers in various applications. The F3
functionality is added to the Overview page for applications such as Dues Payment
Profile, Event, Gift Profile, Matching Gift Profile, Membership, Pledge, Proposal,
and Prospect and added to the Detail page for applications such as Contact
Report, Contract/Grant, Event, Proposal, and Prospect.

Also, F3 functionality is added to Gift Update (Primary Gift Detail), Pledge Update
(Primary Pledge Detail), and Matching Gift Update (Matching Gift Detail).

Ellucian Advance | 2016 Release Notes 6

 Lookup refinement

Entity - Deleted indicator

Added a new item, Deleted indicator = 'N' to the lookup Bio nav tree. The item is
independent of the deleted indicator on the Bio quick lookup for entity. It is easy to
enter the Delete indicator = 'N' by itself as a criterion in any lookup.

You can now select any criteria from the Navigation tree and select Entity - Deleted
indicator as ‘Yes’ or ‘No’ to get the desired results. If you select ‘Yes’ it shows
deleted Entities and if you select ‘No’ it shows non – deleted Entities. By default,
‘N’ is set as Entity-Deleted indicator.

Entity - Deleted feature can be used with any of the applications under Biographic,
Event, Gift, Prospect Tracking, Membership, Resource, and Miscellaneous.

Lookup results are generated based on the values selected in both search criteria
and Entity - Deleted indicator.

Biographic refinements

Entity Duplicate Checking refinement

Added zip code and state fields to the existing matching fields. So, when you add a
new entity, the duplicate entity function now performs duplicate check on the
following fields.
1. Entity Person: First Name and Last Name (Existing functionality) or
Entity Organization: Organization Name (Existing functionality)
2. Zip-code
3. State

In case of zip code, the duplicate entity function compares the first three digits of
zip-code and shows the potential duplicate, if it matches with the existing record;
otherwise, it creates a new entity.

Ellucian Advance | 2016 Release Notes 7

 Event refinements

Event Lookup and Event Detail

Added address line fields for the venue in Events for greater flexibility to enter
detailed venue information.

When you create a new event, you can now enter data for the following additional
fields of Venue details:
• Street
• City
• Zipcode
• Country
• Foreign

Also, you can search results based on the values entered in the additional Venue
fields.

Gift and Pledge refinements

Joint Gift/Pledge refinement

You can now modify the joint transaction (Classic Gift/Pledge) even when the
couple is no longer married. If the spouse ID number now represents a former
spouse, it allows the modification to process without any error messages.

Link Pledge to Gift

You can now link pledge to Classic gift and make it a pledge payment without
overwriting the source of gift with the source of pledge.

Giving codes refinement

Added ‘Apply to Other donors’ check box in ‘Giving codes’ forms for both new gift
and pledge (Classic and Streamlined). You can now select the ‘Apply to Other
donors’ checkbox to copy the information saved for primary donor in ‘Giving code’
to Joint donor and the associated donors. The information in giving code includes:
Type, Code, Date, and Name.

Ellucian Advance | 2016 Release Notes 8

 The Check box does not appear if there is existing code data for the primary donor.
You can see ‘Apply to Other donors’ check box in Giving Code Default on Gift
Batch control page.

Note: You should add all associated donors prior to adding the Giving code to
primary donor. You can add associated donors by selecting New on ‘Donors’ in
Classic Gift/Pledge entry.

Prospect tracking refinements

Allocation Stewardship refinements

Added an indicator to navigation tree for the Allocation Stewardship.

If you look at Allocation Stewardship for any entity, it now shows sum of the record
count from the following five forms:
1. Entity Allocation Beneficiaries
2. Entity Allocation Stewardees
3. Entity Allocation Tasks
4. Entity Allocation Notes
5. Entity Allocation Assignments

Entity Notes refinements

Added a Joint Indicator check box in Entity notes. When the check box is selected,
the Note details are copied to spouse. The Note details also include Text security,
Document List, and Attachments.

This refinement works similar to the one in Contact Reports.

TMS refinements

Expand Institution Name

Expanded the institution_name field in the institution table from 40 to 100

characters. Now you will be able do the following:
• Enter and save up to 100 characters for Institution name while creating a new
institution name in TMSC.

Ellucian Advance | 2016 Release Notes 9

 • View Institution name up to 100 characters if you enter institution code in
Degrees Application.
• Enter Institution name with maximum of 100 characters while searching for
matching results.
• In lookup results, institution name with maximum of 100 characters will be
displayed. It is wrapped and displayed in next line.
• In TMSC Institution table form, Institute name (maximum 100 characters) is
displayed with (…) when it crosses maximum limit of characters.

Ellucian Advance | 2016 Release Notes 10

 Support
The following non-Ellucian platforms and operating environments were tested
against and are supported for use with Advance 2016.

Browsers

The following browsers are supported:

• Microsoft Internet Explorer® 10
• Microsoft Internet Explorer® 11
• Microsoft Edge®
• Mozilla Firefox® 50
• Safari® 10.0 (Mac OS v10.12 “Sierra”)
• Safari® 10.0 (iPad iOS10)
• Google® Chrome 54
• Google® Chrome for Mobile (Android 7.1 Nougat)

Client operating systems

The following operating systems are supported:

• Windows® 7
• Windows® 8.1
• Windows® 10

Note: Configuration Utility is certified on Windows 10.

Note: Windows Vista and Windows 8 are no longer supported.

Ellucian Advance | 2016 Release Notes 11

 Databases

The following databases are supported:

• Oracle 11.2.0.4.0 (Oracle Database 11g Release 2)
• Oracle 12.1.0.2.0 (Oracle Database 12c Release 1 Standard or Enterprise
Edition)

Character sets

Note: The character set used by Advance is specified when the

database instance is created, not when Advance is installed.

Advance supports the following character sets:

• US7ASCII
• WE8MSWIN1252
• AL32UTF8

WE8MSWIN1252 is recommended, unless you have specific need for the Unicode
character set AL32UTF8.

If you are using AL32UTF8, you must change the NLS_LENGTH_SEMANTICS

from the default of BYTE to CHAR after the Advance database instance is created,
but before you have installed Advance.

Oracle Database Access Components (ODAC)

The following ODACs are supported:

• 32-bit ODAC 12c Release 2 (12.1.0.1.2) (ODAC121012Xcopy_32bit.zip)
• 64-bit ODAC 12c Release 2 (12.1.0.1.2) (ODAC121012Xcopy_x64.zip)

Windows servers

The following Windows Servers are supported:

• Microsoft Windows Server 2008 R2 Standard or Enterprise with IIS 7.5 on 64-bit
hardware in 32-bit or 64-bit mode

Ellucian Advance | 2016 Release Notes 12

 • Microsoft Windows Server 2012 Standard with IIS 8 on 64-bit hardware in 32-bit
or 64-bit mode
• Microsoft Windows Server 2012 R2 Standard with IIS 8.5 on 64-bit hardware in
32-bit or 64-bit mode
• Microsoft .NET Framework v4.0 and v4.5

Online Help

The Adobe® RoboHelp® HTML 10.0.1.292 online help system is supported.

Application development

The following application development tools are supported:

• Microsoft Visual Studio® 2010 SP1 (for Advance)
• Sybase PowerBuilder Enterprise 12.1, Build 7217 (for the Advance
Configuration Utility)

Note: The PowerBuilder Reporting DLL is no longer supported for use

with Advance.

Other

The following other tools are supported:

Note: Refer to the Crystal Report section of the Advance 2016

Product Compatibility Matrix for supported software configurations.

• Crystal Reports Server 2008 (32-bit only)

• Crystal Reports 2008 Runtime (32-bit only)
o 32-bit: CRREDIST07P_3-10007442.ZIP

• Crystal Reports Server 2011 (32-bit or 64-bit)

o SBOP BI PLATFORM 4.0 SP9 .NET SDK RUNTIME WINDOWS
(32B/64B)

Note: You must install both the 32-bit and 64-bit versions of BI 4.0
SP9 for Crystal Reports Server 2011 to run in 32-bit mode.

Ellucian Advance | 2016 Release Notes 13

 Note: Crystal Reports Server 2011 is not supported with Microsoft
Windows Server 2012 or 2012 R2 in 64-bit mode.

• Crystal Reports for Visual Studio 2010 (32-bit or 64-bit)

o 32-bit: CRforVS_redist_install_32bit_13_0.zip
o 64-bit: CRforVS_redist_install_64bit_13_0.zip
• Crystal Reports Server 2013 (32-bit or 64-bit)
o SBOP BI PLATFORM 4.1 SP2 .NET SDK RUNTIME WINDOWS (32B)
• Crystal Reports 2013 Runtime (32-bit or 64-bit)
• Pubcookie, ISAPI filter support
• LDAP, Version 3.0 Compliant
• Cygwin 1.7.33
• Microsoft Office 2003, 2007, 2010, and Office 365
• Microsoft Exchange 2010 and 2013
• Freedom Scientific JAWS® 16.0.1925 (64-bit)
• Experian QAS Pro Web 5.64 plus QAS for Advance 9.3 v1.0 integration files
• Experian QAS Pro Web 7.28 (version 7.28)
• iModules Encompass, Production Version
• ASPOSE 8.1.0
• Active Directory Microsoft Server 2008 R2
• Active Directory Microsoft Server 2012
• SunGard EXP MACESS 3.4 SP4
• PayPal PayFlow Link
• CyberSource Secure Acceptance
• Java SE Development Kit7 Update 17
• Apache Tomcat 7.0.40
• EMC Documentum ApplicationXtender 7.0 SP1
• ApplicationXtender Desktop 7.0.1064
• ApplicationXtender License Server 7.0.1064
• ApplicationXtender Rendering Server 7.0.1064
• ApplicationXtender Web Access 7.0.1064
• ApplicationXtender Administrator 8.1
• ApplicationXtender Desktop 8.1.172

Ellucian Advance | 2016 Release Notes 14

 • ApplicationXtender License Server 8.1.172
• ApplicationXtender Rendering Server 8.1.172
• ApplicationXtender Web Access 8.1.172
• ApplicationXtender Web Services 8.1.172
• ApplicationXtender Connector 8.1.172

Note: ApplicationXtender does not support documents saved in

Microsoft Office 2007 or 2010 format; it does support documents
saved in earlier formats, e.g., Microsoft Office 2003 via lowest
common denominator approach.

• Quick Scan Pro 4.71.0.8630 (optional)

Ellucian Advance | 2016 Release Notes 15

 Compatibility
The following Ellucian applications were tested and are compatible with Advance
2016.

Application Version

Advance Configuration Utility 2016 (in 32-bit mode on 32-bit and 64-bit
hardware)

SmartCall / Advance 9.8.0

Synchronization 9.7.0 (contact smartcall-support@ellucian.com
for possible critical fixes)

SmartCall Integration Utility (SIU) 3.9 (for SmartCall 9.8.0) with critical fix SMC-
9_8_0-ORA-06
3.8 (for SmartCall 9.7.0) with critical fix SMC-
9_7_0-ORA-14

Pledge Integration Utility (PIU) 3.0 (for SmartCall 9.8.0)

2.9 (for SmartCall 9.7.0)

Site Help Integration Utility 3.0

Advance Export (AdvExport) 2016

Banner® Student 8.7.3

Upgrade Planner 1.0.1.1

Encompass Connector 9100

Although, the files for Encompass Connector have not changed for Advance 2016,
we are including them with the Advance 2016 install files.

Ellucian Advance | 2016 Release Notes 16

 System-wide Changes
This section lists schema changes in Advance 2016.

Starting with the Advance 2015 release, Ellucian no longer updates the Advance
Data Model documents. Refer to Advance 9.10.0 Technical Documentation folder
to access prior Data Model documents.

Additionally, starting with this release, all table changes are included in the
Release Notes.

Tables

This section lists all table changes in Advance 2016 since Advance 2015.

Table Name Column Name Datatype Description

notes joint_ind char(1) New Column
notes id_number_2 varchar2(10) New Column
notes creator_id varchar2(10) New Column
batch_control giving_code_asc_ind char(1) New Column
batch_control
giving_code_asc_ind char(1)
_defaults New Column
bg_codes bg_asc_gvng_code_ind char(1) New Column
pledge_asc_gvng_code
char(1)
bpe_codes _ind New Column
ep_event street1 varchar2(75) New Column
ep_event street2 varchar2(75) New Column
ep_event street3 varchar2(75) New Column
ep_event venue_city varchar2(50) New Column
ep_event country_code varchar2(5) New Column
ep_event zipcode varchar2(30) New Column
ep_event foreign_cityzip varchar2(75) New Column

Ellucian Advance | 2016 Release Notes 17

 Table Name Column Name Datatype Description
Modified - expanded
institution_name field
length to 100
institution Institution_Name varchar2(100) Characters

Ellucian Advance | 2016 Release Notes 18

 Resolutions
The Advance 2016 Resolutions Report is a companion to this release guide. The
Resolutions Report provides summary information about the change requests that
are resolved in Advance 2016. Use the following steps to access the Resolutions
Report on the Ellucian Support Center:
1. Go to https://ellucian.force.com/clients/home/home.jsp
2. Sign in to the Ellucian Support Center.
3. Select the Documentation Libraries tab.
4. Search for the Advance 2016 Resolutions Report.

Ellucian Advance | 2016 Release Notes 19

 Known Issues

Export to Excel using Office 2010 or lower

When you try to open the Excel file generated by the Advance ‘Export to Excel’
feature using Office 2010 or lower versions, you get the following error message:

"The file is corrupt and cannot be opened"

To resolve this issue, perform the following steps in Excel:

1. On the File menu, select Options.

An Excel Options window appears.
2. Select Trust Center and click Trust Center Settings.
A Trust Center window appears.
3. Select Protected View and clear all the Check boxes.
4. Click OK.
5. Close the Excel document and open it.

Task/calender synchronization with Office 365 Outlook

The task/calendar modifications done in Office 365 Outlook are not reflected in
Advance. However, the task/calendar created in Advance is reflected in Office 365
Outlook.

Note: Ellucian is working on this to fix the issue.

Advance browser memory usage

Advance steadily consumes more browser memory until the memory usage goes
beyond 1 GB, which causes browser to crash.

Note: Ellucian is working on this to fix the issue.

Until the issue is resolved, refresh or re-open the browser to continue work.

Ellucian Advance | 2016 Release Notes 20