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Full Banner Document Management, BDM for short, enables full document scanning, editing , and annotation capability with Banner Document Management is currently only available when using Internet Explorer on Windows. If you only need to view documents, basic BDM functionality is available using any web browser on both Macs and PCs. 

Before you can use Banner Document Management functionality with Internet Explorer you must install certain browser plugins that are part of the EMC Corporation "ApplicationXtender" product. ApplicationXtender is the third-party software upon which Ellucian Banner Document Management is built. In addition to installing the plug-ins, certain Internet Explorer settings must be changed to allow BDM to function correctly. The plugins only need to be installed once on each computer where BDM will be used. The Internet Explorer settings must be changed once per computer, per user of that computer.

Installing the BDM plug-ins

These steps must be completed once on each computer where users will access BDM. The user performing these steps must be an administrator of the computer in question. That is, they must have rights to install software. If you do not have rights to install software on the computer, please contact the University Technology Service Center for assistance. 

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and annotation capabilities - tied to, as the name suggests, Banner.

Request Access

In order to use the complete functionality, you must first request access to the solution by submitting a ticket.

Install Captiva Cloud

Next, you have to install a software called Captiva Cloud.

You must have administrator privileges on the computer you intend to use with BDM. 

This software is available via the Drew network drives, so we recommend installing while you are on campus. You can use MyFiles if needed.

  1. Navigate to O:\etc\Shared Captiva Cloud\CloudCapture1667\RuntimeInstaller\setup.exe
    1. ** Note: If you do not see O:, look for the drive called "Depts" - the O: will be hiding at the end of the name
  2. If prompted with a security warning, click Run
  3. If asked if you are sure you want to install, click Yes
  4. Follow the prompts for the Installation Wizard
    1. The default to "Disable remote access" is good

.NET Framework

If Captiva Cloud requests a .NET Framework Service pack, please first run Windows Updates to make sure your computer is updated.

Next, visit https://dotnet.microsoft.com/en-us/download/dotnet-framework/net35-sp1 to download and install the proper files.

Scanner

From Ellucian:

ApplicationXtender (BDM) can work with any scanner which comes with TWAIN or ISIS driver. The capabilities provided by each driver will be different. Please note, ISIS driver generally create images of smaller size compared to TWAIN.

OpenText had provided a list of scanners which are certified with ISIS/Cloud Capture. You can access it using the following link.

https://www.opentext.com/support/scanner-drivers

The University purchased a limited number of Canon ImageFormula DR-C125 Document Scanner when first implementing Banner. As these scanners were originally designed to work on Windows 7 and are now more than ten years old, we recommend referring to the link above to look into a scanner that will work with Windows 11. 

If you are not sure if the scanner you intend to use will work with BDM, please reach out to the University Technology team.


Reviewed July 22, 2024

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