Edge Import: Learning LoadsMigration Guide

Cornerstone Edge

Version history

Date Description

1.0 May 2020 Original Version

1.1 June 2020 Overview section: Updated file load limits

1.2 August 2020 Migration summary and Migration Plan Details: Added use of DLW Migration tool.

1.3 September 2020 Overview section: Updated file load limits

1.4 July 2021 Overview section: Updated file load limits

1.5 October 2021 Edge Import tiles merged into a single tile

Table of contentsOverview 1Prerequisites 1Considerations 5

Migration plan summary 6Migration plan details 7On Stage 7

Enable Edge Import 7Configure Edge Import Template 9Validate Edge Import Template 16Conduct Testing And Validate Results 17

On Production 18Purchase and Enable Edge Import 18Complete DLW Migration 18

Appendix 19Appendix A: Support 19Appendix B: Test Cases 19

Test Case 1: Create Online Course 19Test Case 2: Update Online Course Metadata 20Test Case 3: Load Online Course Transcript 20Test Case 4: Bulk Load 20

Appendix C: DLW Learning vs Edge Import 21

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Overview

Prerequisites1. User and OU loads/feeds set up in the DLW.2. Edge Import installed via the Edge Marketplace3. Security permissions needed:

The Migration Guide is for current clients using Data Load Wizard Learning (DLW) who wish to transition to Edge Import for their Learning data load needs.

February ‘22 Release - Ability to perform learning data loads using Data Load Wizard will be deprecated, defects will no longer be fixed, and DLW Learning Loads will no longer be visible or accessible.

Permission Name Permission Description

Access Edge Import

Grants access to the Edge Import tool, which enables administrators to load data into their portal. This permission cannot be constrained. This is an administrator permission.

Access LMS - Curriculum Load

Grants access to the Curriculum data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Curriculum Transcripts Load

Grants access to the Curriculum Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

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Permission Name Permission Description

Access LMS - Events Load

Grants access to the Events data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - External Training Load

Grants access to the External Training data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Facilities Load

Grants access to the Facilities data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - ILT Instructors Load

Grants access to the ILT Instructors data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - ILT Transcripts Load

Grants access to the ILT Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Learning Object Equivalencies Load

Grants access to the Learning Object (LO) Equivalencies data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Material Transcripts Load

Grants access to the Material Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Material Transcripts Load

Grants access to the Material Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Online Courses Load

Grants access to the Online Courses data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

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Permission Name Permission Description

Access LMS - Online Transcripts Load

Grants access to the Online Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Providers Load

Grants access to the Providers data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Question Category Load

Grants access to the Question Category data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Question Load

Grants access to the Question data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Session Parts Load

Grants access to the Session Parts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Sessions Load

Grants access to the Sessions data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Subjects Load

Grants access to the Subjects data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Test Mapping Load

Grants access to the Test Mapping data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Online Courses Load

Grants access to the Online Courses data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Test Transcripts Load

Grants access to the Test Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

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Permission Name Permission Description

Access LMS - Tests Load

Grants access to the Tests data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Video Transcripts Load

Grants access to the Video Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Access LMS - Videos Load

Grants access to the Videos data load via Edge Import. This permission cannot be constrained. This is an administrator permission.

Set up Feed

Enables administrator to access the Feed Settings page where the administrator can create and update feeds and schedule feeds. This permission does not grant the ability to activate feeds or manually run feeds. This permission cannot be constrained. This is an administrator permission.

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Considerations1. Once Edge Import is activated for a portal, the corresponding Learning loads in

the DLW will be automatically disabled and cannot be turned back on. Clients are strongly encouraged to test and validate Edge Import: Learning on their Stage portals first before activating on Production.

2. Stage should be used for testing because its best mimics the file capacity of Production. Refer to the following table regarding Limits and Best Practices.

3. Only DLW templates that have been used at least once in the last 90 days.

4. A user can only migrate templates for which they have the corresponding permissions in Edge Import. For example, a user must have the Access LMS - Online Transcripts Load permission to migrate Transcripts DLW templates for Online Courses to Edge Import configurations.

5. For in-depth documentation of LMS loads in Edge Import, please see the Starter Guide.

Environment Maximum file size Best practices

PilotTranscripts: 100K rows, 300 columns Other Loads: 10K rows, 300 columns

1. Test functional use-cases and defer to Stage for volume/load testing.

2. Use Delta files, instead of complete loads.

3. Break files that are larger than 10k rows to multiple files that are 10k rows or fewer.

Stage

Transcripts: 250K rows, 300 columnsLO: 100K rows, 300 columnsOther (all standalone types like Provider, Subject): 50K rows, 300 columns

1. Use Delta files, instead of complete loads

2. Break files that are larger than 100k rows to multiple files that are 100k rows or fewer.

Production

Transcripts: 250K rows, 300 columns\LO: 100K rows, 300 columnsOther (all standalone types like Provider, Subject): 50K rows, 300 columns

1. Use Delta files, instead of complete loads.

2. Break files that are larger than 100k rows to multiple files that are 100k rows or fewer.

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Migration plan summary

This section summarizes the high-level steps to enable you to plan the migration activities and schedule. Details for each of the steps listed in the plan are provided in the Migration Plan Details section below.

1. On Stage a. Enable Edge Import through the Edge Marketplace. It’s free to use in Stage and

Pilot. b. Configure and validate LMS Templates for Edge Import in one of the following

ways:i. Use the DLW Migration Tool to migrate your DLW templates. You can use the

tool for all templates supported in Edge Import except for LO Translator – Session and Question Bank - Multiple Choice and Text Only Responses and Answers.• You may want to schedule a copy down from Production to Stage so that

you can best mimic the setup in Production in terms of the DLW templates and feeds that are currently in use within your organization.

ii. Download DLW template from Production and reference in stage testing loads. This is the only method for migrating LO Translator - Session, Question Bank - Multiple Choice, and Text Only Responses and Answers.

c. Conduct testing and validate results (suggested test cases included in Appen-dix)

2. On Production a. Purchase and enable Edge Import

b. Create new configuration in one of the following ways based on your stage expe-rience:

i. Use the DLW Migration Tool to migrate your DLW templates.

ii. Create new configuration

c. Execute Production load (as necessary)

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Migration plan details

1. Log into your Cornerstone Stage portal as a System Admin.

2. Navigate to the Edge Marketplace (Admin > Tools > Edge > Marketplace).

3. Search for Edge Import then click on the Edge Import tile.

4. Click Install to review the Terms and Conditions.

On StageEnable Edge Import

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5. Select the checkbox I have read, understand and agree to the terms and conditions above, then click Install.

6. Click on Edge Import in the confirmation message. You should be able to see the Edge Import landing page.

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Option 1: Use the DLW Migration ToolThe Following DLW LMS loads templates can be migrated by this method:

• Events• Sessions• Transcripts• Translations• Test Questions

Before executing the steps in this section, you may want to schedule a copy down from Production to Stage so that you can best mimic the setup in Production in terms of the DLW templates that are currently in use within your organization. The term copy down refers to a process scheduled by an admin in your organization (or a partner consultant authorized by your organization) for the purposes of copying configuration and data from your Production to Stage or Pilot environments OR from Pilot to Stage environment.

1. On the Edge Import homepage, click on the DLW Migration button.

2. On the Templates tab, you can see the list of DLW templates that have been used in the last 90 days or are used in an active DLW feed. Click on a template to view details, including the field mapping, and begin process to migrate the templates to Edge Import.

Configure Edge Import Template

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4. Select any template to see the DLW field mapping.a. Note that you will only see the field mapping for fields that are mapped in the

DLW. For example, if your template file in the DLW contains 20 fields, but only 10 of them are mapped, you will only see those 10 fields on this page.

5. Click Create Configuration to start the migration process.

6. Complete each step of the New Configuration Wizard to migrate the DLW Template to Edge Import.

‘Configurations’ are the equivalent of templates in Edge Import.

By default, this tab only displays templates that have a corresponding load in Edge Import. For example, when you initially land on this page, you won’t see any Recruiting DLW templates because those loads are not available in Edge Import yet. If you are curious, you can see these unavailable templates by clicking on Filter > Select ‘No’ for ‘Only display migratable templates’ > Click ‘Apply’.

3. You can utilize the Filters button to filter templates by title.

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a. In Step 2, you will need to select the options that apply to your template. These options vary by load type and might be different from what you are used to seeing in the DLW. To learn more, click on each option.

b. In Step 3, review the auto-mapped fields and update as necessary. At a minimum, the required fields must be mapped.

Note that the ‘When an Excel file has multiple sheet, which one should we use’ question is disabled. In the DLW, templates aren’t associated with worksheet sheet names. You pick the work sheet name at the time of performing a load using a template. This behavior is different in Edge Import where in a sheet name must be associated with a configuration. As a result, templates migrated from the DLW will default to Sheet1.This may impact you if you use .xls or .xlsx files for your loads. If your data in these files are not in Sheet1, you will need to rename your worksheet in Excel. If you use any other file type, this does NOT impact you.

In step 4, you may get a warning message indicating that a duplicate configuration with the same mapping and settings already exists. This can happen if you or someone else in your organization has already created or migrated a configuration for the same load type with the same settings and field mapping. You can choose to ignore the warning message OR you can abandon the migration process and instead use the existing configuration for your loads.

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c. In Step 4, review the configuration name and update if necessary. The migration tool carries over the template name from the DLW.

7. Once you have completed migrating your DLW template, you will see a confirmation message. Your template will also indicate 1 of 1 Configurations Migrated.

DLW Load Template Migrate to Edge Import Configuration

Events Events

Sessions Sessions

Question Bank – Test and Evaluation Questions to EI Question Load

Test Questions*Note: Evaluations Questions load is not available in Edge Import.

Transcript

Online Course transcript Online Course transcript custom fields

Session transcript Session transcript custom fields

Material transcript Material transcript custom fields

Test transcript Test transcript custom fields

Translators

Only translator loads of the following LO type loads: Curriculum, Event, Material, Online Course, Test, Video

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DLW LMS load can be mapped to one or several loads in Edge Import. Here is the mapping:

When DLW load maps to more than one Edge Import load, it appears as follows:You may choose to migrate one DLW transcript template to each LO transcript template in Edge Import as applicable.

Note: The following DLW loads cannot be migrated using this method:

DLW LMS Template not available for migration Reason

LO Translator – Session and Question Bank - Multiple Choice and Text Only Responses and AnswersUse below “Download DLW Template” method to replicate Templates.

Required fields in Edge Import load must be available in DLW fields set so that configuration is saved and migrated in Edge Import.Example: Edge Import Session Parts Translator load requires “Session Start Date” which is not available in LO Translator load. So LO translator load template cannot be mapped/migrated to Edge Import Session Parts Translator load.

LO Translator – Quick Course, Library, External Training

These translator loads are not available in Edge Import.

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Option 2: Manually migrate DLW TemplatesFor DLW templates that cannot be migrated using the migration tool, you will need to manually migrate them using this method.

1. Download the DLW Learning template for your desired load type (Admin > Tools > Core Functions > Data Load Wizard > Load Data > Learning > Select type > Template).

2. The DLW template will be used as a reference when creating the Edge Import template (many fields from the DLW template can be directly transferred over to the Edge Import template).

3. Edge Import accepts data files in Excel (.xls or .xlsx), .csv, and .txt. For best results the default template file in Excel format should be used.

4. Download the corresponding Edge Import template for your desired load type (Refer to the Template section in the Starter Guide for additional details about templates).

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5. The “Worksheet” tab in the template contains the accepted fields for the chosen load type. Many of these fields are the same fields used in the corresponding DLW Learning load.

6. Use the DLW template downloaded earlier to reference the fields you would like to load then add your data to the Edge Import template accordingly. Take note of whether each field is required or optional as well as its type, max length, and acceptable values.

7. If you are unsure about a particular field, refer to the first tab in the Edge Import template for additional information (this is similar to the “Helpful Hints” tab in the DLW template).

8. After you finish creating your Edge Import template, the next thing to do is to create a configuration using this template. Refer to the Configuration section in the Starter Guide for additional details about configurations.

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Validate Edge Import TemplateOnce you migrate your DLW template to an Edge Import configuration, either using the migration tool or the manual migration steps listed above, you will need to validate the migrated configuration.

1. Navigate to the Loads page (Admin > Tools > Edge > Imports and Feeds > Loads).

2. Click New Load.

3. Select the desired load type from the Category and Type dropdown then either choose a previously created configuration from the Configuration dropdown or create a new ad-hoc configuration (Refer to the Configuration section in the Starter Guide for additional details about configurations).

4. Upload your template by either dragging and dropping the file into the Select File area or clicking Pick a File and pointing to the template file on your local machine.

5. Click Validate Only.

6. Next you will be taken to the Load Details page which will display the results of the validation.

a. Successful validation – If no errors were found with the template then the data is ready to be loaded.

b. Failed validation – Errors were found with the template; download the Validation Report by clicking the download icon in the Not Valid box. The number next to the icon indicates how many records failed validation. Address the errors for each affected record then repeat the process to validate the template until validation succeeds.

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7. After validating the template, you are ready to load the data. You can continue to load on Stage or proceed to Production as discussed in the next section. To load on Stage, click Load on the Load Details page to load data from the template into the system.

Conduct Testing And Validate ResultsAfter you have validated the Edge Import template, refer to some sample Test Cases in the Appendix for ideas on how to test and validate. It is recommended that you perform at least one load for each load type you intend to use in Production with real actual data and verify that everything is loaded as expected in the portal.

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1. After you finish testing and validating on Stage, the next step is to purchase and enable Edge Import on Production. As previously mentioned, please note that when Edge Import is enabled for the portal, the corresponding learning loads in the DLW will be automatically disabled and cannot be turned back on. Only proceed with enabling Edge Import if you are absolutely ready to transition away from DLW for learning loads.

2. The steps to enable Edge Import on Production are the same as discussed earlier for Stage with the exception that in Production the Install button will be labeled Purchase.

3. After clicking Purchase, you will be presented with a three-step purchase workflow which includes Invoicing details, Company details, and Terms & Conditions.

4. Review the invoicing details then select the checkbox I have read, understand and agree to the terms and conditions above, then click Purchase.

5. Edge Import is enabled, and you can use it right away. However, an Account Manager from Cornerstone will reach out with next steps to complete the purchase process.

On ProductionPurchase and Enable Edge Import

1. Use the same process that you used on Stage to migrate your Templates

2. Follow the same protocol of using the Validate Only scenario. Again, use the Test Cases in the Appendix as a guide and expand on them to cover all possible scenarios for your organization. If you intend to use the same data as Stage for your Production validation, note that validation will succeed only if Production and Stage data are the same (e.g. the same Learning Object IDs and User IDs reside on both environments). If validation fails because the same data is not on Production, you will need to populate the template with data specific to Production.

3. Once you have validated the migrated configurations, proceed with loading your data.

Complete DLW Migration

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Appendix A: Support

Appendix B: Test Cases

Should you encounter issues, please open a support ticket with the Global Product Support (GPS) team. In the support ticket, include the following information to facilitate troubleshooting.

• Environment used• Load type• A copy of the template used for loading• Load Details URL (for example, https://lax-qap-ex.csod.com/edgeimport-web/

load/8ab1c9a4-f784-4c148714-0d1b46c63a72)

The following Test Cases are examples of how to load and verify data using Edge Import. Please note that this is not an exhaustive list and is provided as a starting point for your testing.

Appendix

Test Case 1: Create Online Course

1. Create a new Online Course. Provide the required fields along with some pieces of metadata such as the Online Course Description and Keywords.

2. Load the template using Edge Import.

3. Check the portal to verify that the Online Course was created with the correct details (Admin > Tools > Learning > Course Catalog > Search for course by name > Select Edit from Actions dropdown).

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Test Case 2: Update Online Course Metadata1. Update metadata for the same Online Course created in Test Case 1 by changing

the Online Course Description and Keywords fields in the template.

2. Load the template using Edge Import.

3. Check the portal to verify that the metadata for the Online Course was updated correctly (Admin > Tools > Learning > Course Catalog > Search for course by name > Select Edit from Actions dropdown).

Test Case 3: Load Online Course Transcript1. Update an existing user’s transcript with completion data for the same Online

Course from the previous two Test Cases.

2. Load the template using Edge Import.

3. Check the portal to verify that the user’s transcript was updated with the correct Online Course (Admin > Users > Search for user > Select View Transcript from Options dropdown > Filter by Completed).

Test Case 4: Bulk Load1. Create a template for a Learning Object type of your choice (e.g. Online Course)

containing 200 new records.2. Use similar names for the records so that it will be easy to search for

them in the portal (e.g. “NewOnlineCourse001”, “NewOnlineCourse002”, “NewOnlineCourse003”, etc.)

3. Load the template using Edge Import.4. Check the portal to verify that all records were loaded (Admin > Tools >

Learning > Course Catalog > Search for Learning Object by common prefix (e.g. “NewOnlineCourse”))

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Appendix C: DLW Learning vs Edge ImportThe following table summarizes functionality for Learning data between Edge Import and DLW as of Oct 2020.Refer to Release Communications for delivery on items in roadmap.

Feature Name In DLW: Available in Edge Import?

Loads available and design Events SessionsTranscript – Online Course, Test, MaterialTranslationQuestion Bank – Test and Evaluations

Please see Supported Learning Load TypesThere are multiple load types available for each training type to determine how the data is loaded: • Catalog load- included

creating/updating the training, its custom fields and translation loads

• Transcript load• Transcript Custom field load

Permissions and Constraints Does not apply. Constraints are not supported. Loads are meant for System Administrators and are not constrained.

Custom Fields Shows all training custom fields configured in the portal – irrespective of availability setShows custom field required based on “response required” setting in custom field administration for Events and Sessions Load, but not for transcript load

Yes, for all learning and associated transcript custom field loadsCustom field is displayed and required for load when configured as “response required” in the portalCustom field is displayed and accepted for load irrespective of the availability criteria configured.

Updating existing values with blank

Yes Yes. Includes an additional configuration question - What should we do with blank values? Choose "Apply Default Value"