Schedule tab

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Create Option Groups and Schedule Builds

Schedulemain1.png

Option Groups are simply a way of organizing a name with needed settings on each of the Student, Transcript and Staff tabs.

  1. Click the "+" under the options group table.
  2. Enter a name and a description.
  3. Click "Save"
  4. Click on the "-" for deleting after having chosen the option that needs to be deleted.

Schedule Builds

  1. Create/Choose a schedule using the days of the week for automatic files to be built and sent.

Add SFTP and URL Settings

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. Click "Save".
EDLink URL - This is the URL of the EDLink STTP server. This should be already defaulted as setup by the IT department.

Select JDrive Folder

  1. Click the field next to "JDrive Folder" and create a folder called "EDLink".
  2. Single left click on the new "EDLink" folder and click the "Choose" button.
  3. Click "Save"

Build Files

  1. Once you create a Option Group and add settings to it, you can build the files.
  2. Go to the Student, Transcript and Staff tabs first to add settings to the Option Group before building a file set.
  3. Choose an Option Group.
  4. Click "Go!"

Status

Click Status to see the current build status. Current tab shows jobs in progress or to be done. Clicking on the Current tab will automatically refresh, giving you information about the processing.

  • 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
  • After the file has finished processing, the Current tab screen will be blank.
  • Complete tab shows completed jobs.
  • You can click on the completed jobs to see errors or warnings.

Send Files

  • Click Send once files are built.


LA EDLink Reporting Main Page


Required Reporting Main Page


JCampus Main Page

Retrieved from EDgear Wiki