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Enrollment Reporting System Upgrade
URL:www.webconference.comConf. Id: CONF2930990
Password: ERSA1Phone Information: (225) 383-8961
Participant Code: 491773
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ERS Upgrade : ERA
Agenda -Introduction – Ron Basich -Main Objectives – Ron Basich -Data Flow – Ron Basich -Demo – Jenny Philip -Process Flow Summary – Jenny Philip -QA
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ERS Upgrade – Main Objectives
Provide a user-friendly web-accessible panel (Web Browser is the only software required by the system users)
Consolidate the campus and Chancellor’s Office processing for ERS by moving edit and master file building to the database server, reducing problems of consistency in software and tables
Store data in database tables rather than in text files
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Main Objectives (Continue..) Eliminate the current dual server processes
Provide an secure socket layer (SSL) protected upload of the data file from the user’s client machine to the server thereby eliminating the need for sftp or ssh2 software from users’ desktop
Provision of a built-in Status Monitor to initiate and track the processes per module
Replicate the current business rules for the all modules
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Main Objectives (Continue..) Query varying levels of information and provide
user-friendly reports
Identify the user id naming convention as the first character of the first name along with the first seven characters of the last name (e.g. NRAMIREZ)
Encryption of confidential data (i.e. Social Security Number) and data communications to improve security
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Main Objectives (Continue…)
Provide security at function level and the content of data the function accesses .
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ERS Upgrade - Data Flow
Campus Data File
File upload via SSL
Process Edits in Working Table
(jupiter)
Quality Review in Review Table (jupiter)
Final Copy in Corporate/Final
Table (jupiter)
Web-Distributed Reports and Web-Enabled Analyses (Application server)
ASD Approval
ERS Data Flow
Data File on Application
Server/Database Server (zeta/jupiter)
ASD Approval
ASD Approval
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www.zeta.calstate.edu:8250/webdoc/ers.html
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Account Management
Logon
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Account Management
Main Menu
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Account Management
Change Password
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www.zeta.calstate.edu:8250/webdoc/ers.html
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ERS - Logon
Logon Page
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ERS – Screen Layout Features
Header - Home, CSU Search, Logout, Help, Left Navigation Menu Bar
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ERS – Screen Layout Features Conti…
Other Features - Tooltip text, Drop Down Lists, Error/Warning Messages, Status Bar
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ERS – Main Menu
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ERS - Security
Sensitive Information Maintain integrity, confidentiality and
security Privileges are assigned to each Role i.e.
“Upload/Edit” privilege is assigned to the campus “Staff” role
Roles are then assigned to the Users i.e. “Staff” role is assigned to “RMORAN”
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ERS
Q & A
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ERS – View Status Monitor
To check the status of a campus submission
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ERS – View Status Monitor (Continue…)
Select “Search”
Not Submitted Edits Performed Campus Completed CO Review CO Review (Red Flag) CO Completed
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ERS – View Status Monitor Conti…
Select View Status Monitor Report
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ERS
Q & A
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ERS – Scenario :: Happy Path
Logon as “MSIMEON” from Humboldt View Status Monitor: Status=“Not Submitted”
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ERS – Upload/Edit To load an edit a campus file. Upload “ERA.PROD.Tyyyytcc”. Select “Perform Edits”.
Browse
Perform Edits
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ERS – Upload/Edit
Display Summary
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ERS – Status Monitor
View Status Monitor: Status=“Edits Performed”
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ERS – Notify CO To inform the CO that the campus file has been submitted for
CO review (no catastrophic errors) View Certification Report
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ERS – Notify CO
Add Comments (optional) Notify CO – Email sent out to the CO & Campus contacts.
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ERS – Notify CO
Email Campus file is now locked and the user cannot upload a file or run edits
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ERS – Status Monitor
View Status Monitor: Status=“Campus Completed”
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ERS – View/Download Unedited Data
To download an unedited version of the campus data file (As it was at the time of upload)
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ERS – View/Download Edit Report
Lists all the records in the campus file that failed the edit criteria (Catastrophic & Warnings)
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ERS – View/Download Edit Report (Continue…)
Detailed Report (PDF)
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ERS – View/Download Edit Report (Continue…)
Summary Report (PDF)
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ERS – View/Download Edit Report (Continue…)
Alternate Report (Excel). [A2]
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ERS – View/Download Campus Edited Data
Lists all the records in the campus file after the CO transformations have been complete
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ERS
Q & A
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ERS – Accept Campus Edited Data (CO Only)
The CO moves the campus file to the review area and based on the review (catastrophic free), the file is accepted or rejected.
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ERS – Status Monitor
View Status Monitor: Status=“CO Review”
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ERS – View/Download Review Data
Lists all the records in the campus file that passed the edits (no catastrophic errors)
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ERS – Accept Campus Review Data (CO Only)
The CO moves the campus file to the corporate/final area when the file is accepted.
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ERS – Status Monitor
View Status Monitor: Status=“CO Completed”
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ERS – View/Download Final Data
Lists all the records in the campus file that was accepted by the CO and moved to the corporate/final area
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ERS – Exception Scenario 1
Logon as “KNGO” from Stanislaus View Status Monitor – Status=“Edits Performed”
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ERS – Exception Scenario 1 (Continue…)
User tries to Notify CO even though catastrophic errors exist
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ERS – Exception Scenario 2
Logon as “JPHILIP” from CO (System Administrator) View Status Monitor – Status=“CO Review”
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ERS – Exception Scenario 2 (Continue…)
CO reviews the data and rejects it Email notification to campus contacts (Sacramento) and CO
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ERS – Exception Scenario 2 (Continue…)
Email sent. Campus is now allowed to reload the file and perform edits.
View Status Monitor: Status=“CO Review” with red flag
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ERS – Reset
Allows the CO to unlock a file so the campus can reload and resubmit their file
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ERS Upgrade – Process Flow
Load Campus File
Edit Campus File
Catastrophic Errors
?
Notify the Chancellor’s Office(Once the CO is notified, your campus
file will be locked)
Check the Status of Your File
Email sent to the Chancellor’s Office
Chancellor’s Office
Review
Campus notified via email that the
file is rejected(campus file is
unlocked)
Chancellor’s Office move the campus file to the Corporate Table
Data Rejected
Campus
yes
no
Review Edit Reports
Data Accepted
Open Internet ExplorerLogon to ERS
Step 1
Step 2
Step 3
Step 5
Step 4
Step 6
Step 7
Step 8
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ERS
Q & A