Difference between revisions of "Schedule tab"
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'''Send''' - Click Send once files have been manually built. | '''Send''' - Click Send once files have been manually built. | ||
− | ''' | + | '''Example to Build a File Set to Go to EDLink for State Reporting.''' |
− | + | #Go to the 2021 school year and the EOY Option Group and select options for Student (SIS), Transcripts (STS) and Staff (PEP). | |
− | #Go to the 2021 year and the EOY | ||
#Click the save button on each tab. | #Click the save button on each tab. | ||
− | #Once done go to the "Schedule" tab and click "Build", select the EOY and then click "Go". | + | #Once done, go to the "Schedule" tab and click "Build", select the EOY Option Group and then click "Go!". |
− | #This will build the file set. Once complete click the "Send button" and you will be done. | + | #This will build the file set. |
+ | #Once complete, click the "Send button" and you will be done. | ||
Revision as of 09:03, 22 July 2021
Create Option Groups and Schedule Builds
Option Groups are simply a way of organizing a name with chosen settings on each of the Student, Transcript and Staff tabs.
- Click the "+" under the options Groups table.
- Enter a name and a description.
- Click "Save"
- Click on the "-" for deleting after having chosen the option that needs to be deleted.
Schedule Builds
- Create/Choose a schedule using the days of the week for files to be built and sent automatically.
- Click "Save"
SFTP and URL Settings
- SFTP User - This is the user name to access the SFTP server and should be already defaulted as setup by the IT department.
- SFTP Pass - This is the password to access the SFTP server that comes from PowerSchool. The user should only have to enter and Save the EDLink SFTP password to access the SFTP server. Note that this is NOT the same as the EDLink Dashboard password.
- EDLink URL - This is the URL of the EDLink STTP server and should be already defaulted as setup by the IT department.
JDrive Folder
- Storing the file in JDrive is not required and is only for the user's convenience of storing the file for reading, etc.
- 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
- Go to the Student, Transcript and Staff tabs first to add settings to the Option Group before building a file set.
- Once the user has created an Option Group and added settings to it, build the files.
- Click Build to build files manually. Build and then Go! is what will send the file to EDLink.
- Choose an Option Group.
- Click "Go!"
- It can anywhere from 5-50 minutes to complete.
- It should be posted to the EDLink dashboards in 24 hours.
Status - Click Status to see the Task Status window displaying the current file build status(es).
- Current tab shows the jobs in progress or to be done with the following statues. Clicking on the Current tab will automatically refresh, giving you information about the processing. After the file has finished processing, the Current tab screen will be blank.
- Pending - This status indicates that the file is waiting to process.
- Start - This status indicates that the file is gathering the records to process.
- Running - This status indicates that the file is processing. There will be a progress bar and a Report: current date/clock time.
- Completed tab shows completed jobs and will display columns of information about the files that have been built. The user can click anywhere on the rows of the completed jobs to see and also print errors or warnings. These are Send and Build errors. Check the Print By School to have different schools printed on separate pages.
- siEDLinklLogic xx.xx.xx - This is the program name that is being used with the version (xx.xx.xx) number of the program.
- Progress Bar - This shows the number of completed records processed.
- Status - The status will always be Finish.
- Report: date/time - This information will be used to identify which file(s) you must use when submitting for state reporting.
- Start and Finish - This is the date and time of starting and finishing the task.
Send - Click Send once files have been manually built.
Example to Build a File Set to Go to EDLink for State Reporting.
- Go to the 2021 school year and the EOY Option Group and select options for Student (SIS), Transcripts (STS) and Staff (PEP).
- Click the save button on each tab.
- Once done, go to the "Schedule" tab and click "Build", select the EOY Option Group and then click "Go!".
- This will build the file set.
- Once complete, click the "Send button" and you will be done.