Banner: Querying Documents in BDM

Tags Banner bdm

Overview

You can launch BDM by logging into Internet Native Banner and clicking on either the BDM - Display Document or the BDM - Add Document buttons from the Banner Menu tool bar.

Banner General Menu with Find Data form and Add Record buttons highlighted on the toolbar.

This will launch the BDM application known as ApplicationXtender Web Access. If you sync your Banner password it will automatically log you in, otherwise you may log in from the main page.

ApplicationXtender login screen with data source, username, password fields, and Login button.

Double click on the application that you would like to query.

Application list showing B-S-ADMN Banner Student Admissions folder selected in ApplicationXtender.

This will open the application and allow you to enter the query criteria. Usually queries are performed by GID but you could use any of the fields to query (last Name for example) or a combination of fields (GID and Last Name for example). Checking the boxes to the left of the query fields will diplay thos efields in the query results. If ther eis a field you do not wish to see, simply uncheck it.

ApplicationXtender query screen with ID search field populated and document search criteria displayed.

Click the Submit button towards the bottom of the screen.

ApplicationXtender query form with Submit, Save, and Reset buttons for document searches.

The results will be displayed. If there is only one document present the system will render it on your screen. If there are multiple documents for that ID you will get a list of documents. Note the GID has been removed from this image.

ApplicationXtender query results listing matching documents and index information.

Click on the document's paper icon to render it to your screen

Document icon highlighted in ApplicationXtender query results for opening a selected document.

You may click the Document Index button in the tool bar to reveal the index information. The index information describes the detail of the document and also acts as query criteria.

Document Index button highlighted on the ApplicationXtender toolbar for viewing document metadata.

Document Index

Document Index window displaying document metadata fields such as ID, PIDM, and document type.

Additional Support

  • OU Technology Center
  • 44 Oakland Center
  • Rochester, MI 48309-4479
  • (248) 370-4357
  • Office Hours: M-F 8:00am - 5:00pm
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Related Services / Offerings (1)

Banner provides Oakland University faculty and staff with secure access to the Banner ERP system for managing student records, finance, human resources, and other administrative functions.