How-to: CU Build

What is it?

CU Build

A Build-a-Thon for the Jack Henry Community

Banno Consumer (retail) - Banno Online

Create: Consumer (retail) users for Banno Online

  1. First make sure that the build-a-thon team is using the correct Symitar test core (often referred to as a ‘Sym’).
  • Historically, Banno has only been installed on one of the Syms i.e. SYM 777
  1. Per Kristin Travis:

If anyone needs to create a member user for Banno: go into the test account you want to use in Sym 777, create a preference record on the account and fill in the user name in password.

When you login to Banno you’ll need to set up 2FA, easiest is probably use your cell phone with a text message.

Log in: Consumer (retail user) for Banno Online

Assuming that folks have created a consumer user per the above, go to this URL to log into Banno Online:

https://cubuild.banno-preflight.com

  • “CU Build 1”

Banno Admin (back office suite)

The back office, Banno Admin, is at https://banno.com/a/8160

  • “CU Build 1”

Create: Admin (back office) users for Banno Admin

  1. Go into Banno Users & Groups: https://banno.com/a/settings/8160/groups

  2. Create a group with a naming structure similar to “CU Build 1 (2025)”

Naming:

  • The number ‘1’ in the example assumes that someday we may have more than 1 back office configured for Banno Admin. Today, we only have the single one.
  • The “2025” helps identify which year the event took place, in case we have to look back at the history for some reason.

Permissions:

  • Use as few permissions as possible i.e. ‘principle of least privilege’.
  1. Go to invite users: https://banno.com/a/settings/8160/users
  • Enter the build-a-thon attendee’s email address. Pro-tip: personal email or work email is fine for this test environment. Bear in mind that sometimes CUs have strict spam filters where they won’t get the invitation to join Banno Admin.
  • Assign the person to the group that you created above.

Plugins

Plugins are special because they require specific configuration in Banno Admin, but are displayed in the consumer (retail) user’s dashboard in Banno Online.

Back office config for plugins in Banno Admin

Configuring the External application:

  1. Navigate to Banno People -> Settings -> External applications
  1. Click ‘create’.
  2. In the ‘Select application name’ dropdown, choose ‘Custom name’.
  3. Enter the build-a-thon team’s name as the ‘Name’. This make it easier to identify which External application belongs to which team.
  4. LEAVE THE PARTNER BLANK, OTHERWISE THE BUILD-A-THON TEAMS WILL NOT BE ABLE TO MAKE THEIR OWN CONFIGURATION CHANGES.
  5. Select a ‘client type’ of ‘Confidential’.
  6. Ideally check the box for ‘Require PKCE’ (but this can be unchecked if they struggle with PKCE for authentication).
  7. Uncheck the box for ‘User consent required’. Why? Because plugins cannot require consent i.e. they exist as ‘high trust’ External applications.
  8. Enter an appropriate Redirect URI. Assuming the build-a-thon teams are using the Simple Plugin Example, then the best thing to enter is http://localhost:8080/dynamic
  9. Click Save. This will take you to the list of External applications.
  10. Click the External application you just created. There are more things to configure.
  11. Change the ‘Link type’ to ‘PluginCard’. This is necessary for a later step, otherwise the External application won’t show up as a valid item when configuring the Dashboard configuration.
  12. Enter the build-a-thon team’s name as the ‘Link title’. This makes it easier to identify which External application belongs to which team.
  13. Click Save.

Configuring the Dashboard configuration:

  1. Navigate to Banno People -> Settings -> External applications
  1. Click ‘Add an item’.
  2. Click ‘Create a plugin’.
  3. Enter the name of the project for the build-a-thon team, as this title is what appears in the user’s dashboard in Banno Online. If the team has not decided on a project name, just enter the name of the build-a-thon team.
  4. Enter the build-a-thon team’s name as the ‘Description’. This make it easier to identify which plugin Dashboard configuration belongs to which team.
  5. For the ‘External application’ dropdown, select the External application created above. This is for the ‘Card Face’ of the plugin.
  6. Enter an ‘Initial height’ of 300.
  7. For the ‘Icon’ dropdown, select any of the icons. It is not possible to upload a custom icon; the selection can only be from the dropdown list.
  8. DO NOT MAKE ‘AVAILABLE TO EVERYONE’, AS WE WANT TO KEEP THE TEAMS AS ISOLATED FROM EACH OTHER AS POSSIBLE SO THAT NO TEAM HAS AN ADVANTAGE OVER THE OTHER.
  9. For the ‘Card action’, ensure that text e.g. ‘View more’ is in the ‘Label (optional)’ text field.
  10. For the ‘Card action’ second ‘External application’ dropdown, select the External application created above. This is for the ‘Expanded View’ of the plugin.
  11. Click ‘Save’.

Making the plugin card available to the test user:

  1. Navigate to Banno People -> Users
  1. Search for the test user created above.
  2. Click ‘Permissions’.
  3. Scroll down to the ‘External applications’ section, and enable the External application created above.
  4. Scroll down to the ‘Plugin cards’ section, and enable the Plugin card created above (from the Dashboard configuration).

Consumer (retail user) config for plugins in Banno Online

  1. Log in as the test user
  1. On the dashboard, scroll down and click the ‘Organize dashboard’ button.
  2. Click ‘Add a card’.
  3. Select the plugin card created above.
  4. Click the small left arrow / caret next to ‘Add a card’. This navigates you back to ‘Organize dashboard’.
  5. Drag the plugin card to the top of the list i.e. right after ‘Accounts.
  6. Click ‘Done. This navigates you back to the dashboard.

The plugin card should now be displayed. Probably as a grey square with a frowny face on it. Getting some actual content into the card requires following the steps in Simple Plugin Example and its companion docs from JackHenry.Dev.