iips-fall 2006 colleague, webadvisor, campuscruiser & blackboard integration
DESCRIPTION
Presenters: Cape Fear CC Joel Brubaker, Colleague Admin Christina Heikkila, WebMaster. IIPS-Fall 2006 Colleague, WebAdvisor, CampusCruiser & Blackboard Integration. Things to Keep in Mind. - PowerPoint PPT PresentationTRANSCRIPT
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IIPS-Fall 2006 Colleague, WebAdvisor, CampusCruiser & Blackboard IntegrationPresenters:Cape Fear CC
Joel Brubaker, Colleague Admin Christina Heikkila, WebMaster
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Things to Keep in Mind
Integrating Colleague’s WebAdvisor, CampusCruiser interface and Blackboard interface into your campus workflow is no easy task.
The following represents over two years of decision making, custom programming, some trial and error and some luck. Keep it simple, start small and slowly add to it.
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Overview
Decision Making Define Business Rules for
Accounts Colleague Setup in CORE WebAdvisor User Accounts CampusCruiser Integration Blackboard Snapshot Generator Blackboard Snapshot Tool Envision Process Handler
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Decision Making Determine naming convention
Have a roll out plan Consider timing of rollout if switching
usernames; summer, between terms
Are there laws affecting use of SSN?
Standardization – reduces work load of IT by allowing full automation
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Decision Making - CFCC
CFCC changed from disparate names to a standard naming convention for all constituents
This did away with the, “I want my name to be this, that, the other.”
Rollout of the change occurred between Summer and Fall 2005.
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Decision Making – CFCC
A CFCC USERNAME is generated on the following fields:
Data Element Name – PERSON FileFIRST.NAME......................: |Joseph|MIDDLE.NAME.....................: |Thomas|LAST.NAME.......................: |Smith|ID..............................: |0073891|
Creating a CFCC username of: jtsmith91
When there is a duplicate Colleague will auto append a counter digit from CORE>PID8 NEXT.LOGINID.COUNTER (jtsmith911)
FirstInitial+MiddleInitial+LastName+Last Two Digits of ID
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Decision Making – CFCC
Problem – Initial Passwords We didn’t like the choices for
initial passwords
No effective/secure way to deliver random password option to the account holder
Solution – Random Pin & LDAP
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Define Business Rules For Account Creation
“Students” Term Based
APPLICANTS APP.START.TERM
S
STUDENTS STU.TERMS
Term ranges define the active/inactive status of the WebAdvisor Accounts
Students with an application start term or students with registration activity in the term range have a Web account activated.
Term rotation is one year in length. CFCC students have their accounts remain active until the end of the following term.
Summer term is excluded.
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Define Business Rules For Account Creation
Faculty/Staff Position Based
HRPER HRP.PERPOS.END.DA
TE
Faculty/Staff have a WebAdvisor account anytime the POSS screen has a position without an end date.
Due to the nature of information available on the web, Faculty/Staff do NOT have a grace period like students.
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Define Business Rules For Account Creation
With this business model in place, SAVEDLISTS are generated with select statements going through the logic of above.
3 Sets of lists are created for each ‘group’
Full Sets
New accounts to create
Accounts to remove
(Ascii File X2WL)
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Define Business Rules For Account Creation
Savedlists
Applicants
Students Fac-Staff
FullList
WEB.DMUI.APPL
Use Screen DMIU
WEB.DMIS.STUDENT
Use Screen DMIS
WEB.DMIU.FACSTAFF
Use Screen DMIU
NewAccts
WEB.DMIU.APPL.ADD
Use Screen DMIU
WEB.DMIS.STUDENT.ADD
Use Screen DMIS
WEB.DMIU.FACSTAFF.ADD
Use Screen DMIU
RemoveAccts
WEB.DDRU.WEBUSER
Use Screen DDRU
WEB.DMRS.STUDENT
Use Screen DMRS
WEB.DDRU.FACSTAFF
Use Screen DDRU
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Define Business Rules For Account Creation
The WebAdvisor account
is what drives
everything else!
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Colleague Setup in CORE
XS.CALC.LOGIN.ID.X810
(Mint Package X810.CALC.LOGIN.ID)
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Colleague Setup in CORE
Because the pin is
a random number,
the user must use
our password reset
Web page to settheir initialpassword. https://reg.cfcc.edu/ResetPassword/
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Colleague Setup in CORE
Note about the Random Pin Option Is the Initial Password for
WebAdvisor The same random pin also
populates the TREG (Telephone Registration PIN).
CFCC randomly generates new TREG pins prior to the start of each semesters registration.
Communications Management (CC) is used to email notification to students of their TREG/TRAC pin numbers. The student email address used is CampusCruiser.
It should be noted, the initial setup of the WebAdvisor account sets the TREG pin. From that point forward, TREG is not affected by any WebAdvisor information.
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How It All Ties Together
Batch Updates occur on a schedule you set (Data updates from Colleague to Third Party)
EDX Updates occur in real-time (Data updates from Colleague to Third Party)
Portal communications occur in real-time (Reading or Writing Data to Colleague
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How It All Ties Together
CampusCruiser Blackboard
EDX
EDX
Batch Update
Batch Update
Portal
COLLEAGUE DATADMI Username
Address
Leave BalancesSchedule
Grades
AR BalanceTranscripts
Communication MgmtTotal compensation
Academic InfoBudget
WebAdvisor
PowerView
SAValet
UI
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WebAdvisor User AccountsAdding/Removing Users with Savedlists
DMIS/DMRS – Students DMIU/DDRU – Faculty/Staff & Applicants
Use the appropriate screen for each group. This helps ensure accidents don’t happen.
DMIS/DMRS will only work against ID numbers from STUDENTS.
DMIU/DDRU will only work against ID numbers from PERSON.
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CampusCruiser Integration Use the same lists from the Web
side for account creations in CC
Apply extra logic for the Faculty-Staff lists to break out faculty and staff into different groups
CFCC expires old accounts for 1 year
After 1 year, expired accounts deleted
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CampusCruiser IntegrationNote:
CFCC only integrates CC with batch mode. EDX integration caused data privacy issues.
All examples that follow are batch integration, not EDX.
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CampusCruiser Integration
Savedlists
Students Faculty Staff Applicants
FullList
CC.STUDENT
Screen USRW
CC.FACULTY
Screen USRW
CC.EMPLOYEE
Screen USRW
None
NewAccts
CC.STUDENT.ADD
Screen USRW
CC.FACULTY.ADD
Screen USRW
CC.EMPLOYEE.ADD
Screen USRW
None
ExpireAccts
CC.STUDENT.REM
List used in X2WL
CC.FACSTAFF.REM
List used in X2WL
None
Accounts expired one year: CC.TEMP.DELETE -- list
List created in X2WL
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CampusCruiser IntegrationAdding Users
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CampusCruiser IntegrationClasses
Only Active Course Sections
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CampusCruiser IntegrationCCFT
USRW/CLSW update the IP… work files when run.
Daily CCFT transfers the information populated in the IP… work files for users, classes etc. to CampusCruiser.
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Blackboard Snapshot GeneratorSnapshot selection based
on:
Smart Coding of Section Numbers IN…, DY…, NY…, LRNGLAB Use of ASCI comments for non standard
sections
Subject Based Online Tutoring Specific Subjects (ACC, ENG, MAT)
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Blackboard Snapshot Generator
(Mint Package X810.BBSECT)
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Blackboard Snapshot Generator
The Snapshot generator creates the above files and ftp’s them to your intermediate snapshot server.
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Blackboard Snapshot Tool
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Blackboard integration optionsMethods of integration with Colleague: Batch uploads (Bb Basic method)
Simple to use, but not automated, no other choice with Bb Basic
Event-driven API (real-time) Extra $$$$, lower adoption rate
Snapshot (like batch but more powerful) Can be automated, community support,
more functionality than batch uploads
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Why snapshot??
Command-line: can automate Controller gives you logic: e.g.
combining courses, dupl. enrollment
Mass operations: disable, purge Great for ASP hosted, since no
db: e.g. turn on/off courses Change usernames – can’t do
that with GUI or batch
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What can snapshot do? Users: create users, disable users,
set/change username, email, roles Courses: create shells, copy courses
from templates, make (un)available, set course dates, remove courses
Enrollment: enroll/unenroll students, set availability
Faculty assignment: same as enrollment
Organizations: (Community System) same features as above for courses
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DSKs: Data Source Keys
Groups of things: users, courses, enrollments – think about sets to operate on en masse (like change settings, disable, purge)
CFCC DSKs: User DSKs:
Students Faculty
Enrollment, course DSKs by semester: 2006SP 2006SU 2006FA
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CFCC Daily Blackboard Snapshot Colleague scripts create feed files, ftp
to snapshot machine (Snapshot Generator)
User prep: create email if not already in feed
Enrollment prep: change format of course ID, handle alt course sites, combined courses, courses to skip, duplicate enrollment, dropped students, block no-shows
Snapshot runs and pushes db updates History is kept of all feeds
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Snapshot architecture
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Envision Process Handler (EPH) Everything we’ve covered up to this point,
the EPH handles daily for CFCC*
Think of EPH as cron for Colleague
Allows jobs to finish in succession rather than basing a job on a start time
Can turn it off while doing maintenance
*Except for CCFT
EPH covered in Datatel’s “Runtime Administration 4.7.1” docSee presentation from SEDUG 2005 on EPH for code and procedures.
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Envision Process Handler (EPH)
Important!!! Review daily the jobs that EPH runs for problems.
Any EPH procedure that produces a report, we send to a printer but “HOLD” for review.
CFCC uses EasySpooler/ EasyClient GUI to review jobs each morning.
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Envision Process Handler (EPH)
DAILY
WEEKLY
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Q & A
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Custom Software/ProceduresCustom Login ID CORE>WUIP
Word Doc - Web-CampusCruiser Login Specs.doc
MINT Package - x810.calc.login.id.tar
Account List Creation -- VOC PAWord Doc with PA for SAVEDLISTS - X2WL
Blackboard Extract – X2BB screenWord Doc - BlackBoard Extract Specs.doc
MINT Package - x810.bbsect.tar
Envision Process Handler (EPH)PowerPoint - SEDUG Envision Process Handler.ppt
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Custom Software/ProceduresAll Software Available at: www.cfcc.edu/share
For use as-is.
Login: seadevil
Password: available at session
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De-MINT’ing a tar packageThis process extracts items in a MINT package and integrates them into your
Envision software.
1. Transfer the tar file to your UNIX /tmp directory
X810.calc.login.id.tar
2. View tar file with tar tvf. Then expand the tar file tar xvf
tar xvf x810.calc.login.id.tar
3. Note the directory name and appl.VOC. You’ll use the ToolKit for application the mint package is delivering: TM CORE, TM ST, TM HR etc. ls /tmp
800 Sep 25 10:36 x810.calc.login.id
60416 Sep 25 10:37 x810.calc.login.id.tar
ls x810.calc.login.id
CORE.INSERTS CORE.VOC GEN_LOGIN.ID VOC
CORE.PRCS.DEF CREATE_LOGIN.ID LOAD_LOGIN.ID
CORE.SUBROUTINES DUMP_LOGIN.ID MOVEINFO
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De-MINT’ing a tar package4. Go to the test17 release account and create a TMP VOC item that points
to the directory created by the tar xvf command.
AE VOC TMP
1: DIR
2: /tmp/x810.calc.login.id
3: D_VOC
LIST TMP -- You should get the same items as if you did a ls at the UNIX level.
LIST TMP VOC
CORE.INSERTS
CORE.PRCS.DEF
CORE.SUBROUTINES
CORE.VOC
MOVEINFO
LOAD_LOGIN.ID
DUMP_LOGIN.ID
CREATE_LOGIN.ID
GEN_LOGIN.ID
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De-MINT’ing a tar package5. COPY The CREATE, LOAD & GEN recrods from TMP to VOC in the release account. (Will always start with CREATE/LOAD/GEN, however end part will vary with MINT package)
COPY FROM TMP TO VOC CREATE_LOGIN.ID
COPY FROM TMP TO VOC LOAD_LOGIN.ID
COPY FROM TMP TO VOC GEN_LOGIN.ID
6. Run the PA’s just copied in the same order: CREATE, LOAD, GEN
If prompted for a “Device Number to Load from” use the UNIX path to the /tmp directory for the mint package.
/tmp/x810.calc.login.id
SOFTWARE IS NOW INSTALLED IN THE RELEASE ACCOUNT!!
It must be pushed down to the MAIN account
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De-MINT’ing a tar package7. In the test release account type TM ‘appl’
Appl is the application associated with the mint package appl.VOC delivered
8. Push the new software down to the main account. MLIV (ignore screen name Move from Test to Live)
Application Being Copied: must match the Application you’re in
Live Remote to Copy to: will be coltest
Report, Copy or Both, B- Both
Paragraph Name: take default
Clean Up after Run? Yes
Record Definitions: Use the Move Definition record associated with this package. It should be similar in name to the tar package.
Save out. If successful, you can go to the coltest account and see the new screen, software, etc.
Once fully tested and you’re happy, repeat steps 4 – 8 substituting live17 and collive in place of test17 and coltest.