Migrating from Banner Oracle

IntelleCheck version 4.0 introduced support for cloud-based Banner instances. In order to migrate your data from a Banner Oracle Database to the IntelleCheck Server Database, follow these steps:

From the IntelleCheck main menu, navigate to the Administration section.

Navigate to Administration from the IntelleCheck home page.

Select the Database button.

The Administration section.

Select a connection after signing in.

Select the IntelleCheck Server Database and select Okay.

Next, select the Migrate button.

You'll be asked to select either Full or Custom migration.

Full Migration

The Full option allows you to migrate your Banner Oracle data to the IntelleCheck Server Database as-is, without any custom configurations.

You'll be asked to select the connection you wish to migrate your Oracle data from.

Choose a connection from which to migrate data over to the IntelleCheck Server Database.

Select OK to migrate your data to the IntelleCheck Server Database.

Custom Migration

Select Custom migration to configure the data being migrated over to the IntelleCheck Server Database from Banner Oracle. This option allows the user to choose which accounts or payment types to migrate, or to refine their migration to within a certain date range.

Then, select Next to view the Migration Database Action screen.

Append – allows you to avoid migrating duplicate data while migrating.
Overwrite – overwrites any duplicate data being migrated.

Select Next to continue to Custom Database Migration Settings.

Configuration Data – when selected, all non-payment related data will be migrated over.
Check Data – when selected, all check and payment-related data will be migrated over.

Migrating an extensive amount of check data may be a time-consuming process depending on how many years of previous check data was saved to your Banner Oracle database. As such, it is recommended to only select Check Data when ample time has been set aside to migrate payment-related data.

Next, select the accounts you wish to migrate (AP for Accounts Payable, and PR for Payroll). Accounts may be selected manually via the check boxes, or select the All and None buttons to select or deselect all listed accounts.

Select all accounts desired for migration.

If Check Data was selected from the Custom Database Migration Settings page, you'll next specify the date range of payments to be migrated, as well as the payment document types. If Check Data was not selected, this step will be skipped.

Select the date range and document type.

Select Finish, and you'll be asked to confirm your custom migration.

Once the migration has finished, you'll receive a Migration Summary.

Summary of all data migrated.

Once you select Finish again, you'll be prompted to save a local copy of your Migration Summary if desired.

Save a local copy of the migration summary.

Post Migration

After migrating your data from a Banner Oracle Database to the IntelleCheck Server Database, further configurations may be needed. In some cases, information such as the account number and routing number will not populate as part of the migration. The account number will likely be needed if you are utilizing the Positive Pay feature.

From the IntelleCheck home screen, navigate to the Administration section, then to Configuration, and then to Account to update or configure any necessary fields.

Account Code

After migrating your data over to the IntelleCheck Server Database, all account codes from the GXVBANK and PTRPICT tables that existed at the time of migration will have been transferred over. However, any new accounts will need to be added and configured on this page.

Add, copy, or delete accounts.

The Add button allows you add a new account.

The Copy button is used to copy the currently selected account in order to create a new one.

The Delete button is used to delete an account from this list.

Information

This section is used to define the account name, as well as the Account number (used for Positive Pay) and Routing number.

The Information tab is only visible when the IntelleCheck Server Database is selected when signing in. Here you can add the account and routing numbers.