Difference between revisions of "LA EDLink Reporting"

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__NOTOC__
 
__NOTOC__
'''This program will build the records for submitting student and teacher information to the state.'''
+
'''This program will provide the user a way to build and send the records for submitting student and teacher information records to the state through EDLink.'''
 
==Menu==
 
==Menu==
  
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'''Things to check  beforehand:'''
 
'''Things to check  beforehand:'''
 
*Make sure your firewall allows TCP port 22 from the JCampus DB server to 13.65.236.122 (not needed for Hosted users).
 
*Make sure your firewall allows TCP port 22 from the JCampus DB server to 13.65.236.122 (not needed for Hosted users).
*Make sure your JCampus external IP address is whitelisted with the state (not needed for Hosted users).
+
*Make sure your JCampus external IP address is [[whitelisted]] with the state (not needed for Hosted users).
*Make sure you have your EDLink SFTP password to enter and not the Dashboard password as they are different.
+
*Make sure you have your [[EDLink SFTP password]] to enter and not the EDLink [[Dashboard password]] as they are different. Make sure to use the proper upper and lowercase characters.
  
 
==Setup Options==
 
==Setup Options==
  
[[File:edlinksetup.png]]
+
[[File:edlinkreportsetup3.png]]
 
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
 
  
 
'''District''' - Default value is based on the user's security settings. It will be limited to the user's district only.
 
'''District''' - Default value is based on the user's security settings. It will be limited to the user's district only.
  
==Schedule Tab==
+
==[[Schedule tab]]==
  
[[File:edlinkschedulemain.png]]
 
  
'''Create "Option Groups" and "Schedule Builds"'''
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==[[Student tab]]==
*Option Groups are simply a way of organizing settings with a name.
 
*Click the "+" under the options group table.
 
*Enter a name a description.
 
*Click "Save"
 
*Click on the "-" for deleting after having chosen the option that needs to be deleted.
 
*Choose a schedule using the days of the week for automatic files to be built and sent.
 
  
'''Add SFTP Settings'''
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==[[Staff tab]]==
*'''SFTP User''' - This is the user name to access the SFTP server. This should be already defaulted as setup by the IT department.
 
*'''SFTP Pass''' - This is the password to access the SFTP server.  The user should only have to enter the SFTP password to access the SFTP server.
 
*'''EDLink URL''' - This is the URL of the EDLink STTP server.  This should be already defaulted as setup by the IT department.
 
*Click "Save".
 
  
'''Select JDrive Folder'''
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==[[Files]]==
*Click the field next to "JDrive Folder" and create a folder called "EDLink".
 
*Single left click on the new "EDLink" folder and click the "Choose" button.
 
*Click "Save"
 
  
'''Build Files'''
+
==Bottom Buttons==
*Once you create a Option Group and add settings to it, you can build the files.
 
:Note: You will need to go to the Student, Transcript and Staff tabs first to add settings to the Option Group before building a file set.
 
*Choose a option group.
 
*Click "Go!"
 
  
'''Status'''
+
[[File:edlinkbottom.png]]
*Click status to see the current build status.
 
*"Current" tab shows jobs in progress or to be done.
 
*"Complete" tab shows completed jobs.
 
*You can click on the completed jobs to see errors or warnings.
 
  
'''Send Files'''
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'''Save''' - On the Schedule tab, click to Save for for the '''File Options''' settings.
*Click Send once files are built.
 
  
==[[Student Tab]]==
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'''Build''' - On the Schedule tab, choose the option to Build. The buttons '''Build''' and then '''Go!''' is what will build the files to send to EDLink.
  
==[[Transcript tab]]==
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'''Status''' -  On the Schedule tab, view the status of the build with tabs of '''Current''' and/or '''Completed'''.
  
==[[Staff tab]]==
+
'''Send''' - On Schedule tab, click Send once files are built to send the file set to EDLink.
  
 
==Bottom Tabs==
 
==Bottom Tabs==
  
[[File:edlinkbottomtabs.png]]
+
[[File:edlinkbottomtabs3.png]]
  
'''Schedule''' - Create options, save sftp settings and create scheduled builds.
+
'''Schedule''' - Create Option Groups and Schedule Builds and save SFTP, etc. settings.
  
 
'''Student''' - Create options for student files.
 
'''Student''' - Create options for student files.
*Choose a option group at the top and select options.
 
*Click "Save" when done.
 
  
 
'''Transcript''' -  Create options for transcript files.
 
'''Transcript''' -  Create options for transcript files.
*Choose a option group at the top and select options.
 
*Click "Save" when done
 
  
 
'''Staff''' - Create options for staff files.
 
'''Staff''' - Create options for staff files.
  
==Bottom==
+
'''File''' - Create options for files.
 +
 
  
[[File:edlinkbottom.png]]
 
  
'''Save''' - On the Option Groups tab, click to save for options and builds.
+
'''Q & A'''
  
'''Build''' - On the Option Groups tab, choose the option to build.
+
:'''Q''' - Does the user have to select something from all 3 tabs (Student, Staff, & Transcript) to run an extract or can they select from only 1 tab?
  
'''Status''' - On the Option Groups tab, to view the status of the build with tabs of Current and/or Completed.
+
:'''A''' - If the user is from an elementary school only, they could just use the Student tab information only. But if they have high school students, they would need to use both the Student and Transcript tab information. If their staff payroll information is provided by another payroll vendor, they would not need the Staff tab settings, but if not, the user would want to use the Staff tab information, as well.
  
'''Send''' - Click Send once files are built.
 
  
 +
----
  
 +
'''[[Basic Solutions to Edlink Errors]]'''
 +
 +
[[Required Reporting|'''Required Reporting''']]
  
----
 
[[Required Reporting|'''Required Reporting''' Main Page]]
 
----
 
 
[[WebPams|'''JCampus''' Main Page]]
 
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 13:59, 10 April 2024

This program will provide the user a way to build and send the records for submitting student and teacher information records to the state through EDLink.

Menu

On the left navigation panel, select Required Reporting > Export > LA EDLink Reporting.


Things to check beforehand:

  • Make sure your firewall allows TCP port 22 from the JCampus DB server to 13.65.236.122 (not needed for Hosted users).
  • Make sure your JCampus external IP address is whitelisted with the state (not needed for Hosted users).
  • Make sure you have your EDLink SFTP password to enter and not the EDLink Dashboard password as they are different. Make sure to use the proper upper and lowercase characters.

Setup Options

Edlinkreportsetup3.png

District - Default value is based on the user's security settings. It will be limited to the user's district only.

Schedule tab

Student tab

Staff tab

Files

Bottom Buttons

Edlinkbottom.png

Save - On the Schedule tab, click to Save for for the File Options settings.

Build - On the Schedule tab, choose the option to Build. The buttons Build and then Go! is what will build the files to send to EDLink.

Status - On the Schedule tab, view the status of the build with tabs of Current and/or Completed.

Send - On Schedule tab, click Send once files are built to send the file set to EDLink.

Bottom Tabs

Edlinkbottomtabs3.png

Schedule - Create Option Groups and Schedule Builds and save SFTP, etc. settings.

Student - Create options for student files.

Transcript - Create options for transcript files.

Staff - Create options for staff files.

File - Create options for files.


Q & A

Q - Does the user have to select something from all 3 tabs (Student, Staff, & Transcript) to run an extract or can they select from only 1 tab?
A - If the user is from an elementary school only, they could just use the Student tab information only. But if they have high school students, they would need to use both the Student and Transcript tab information. If their staff payroll information is provided by another payroll vendor, they would not need the Staff tab settings, but if not, the user would want to use the Staff tab information, as well.



Basic Solutions to Edlink Errors

Required Reporting

JCampus Main Page

Retrieved from EDgear Wiki