Presentation on theme: "Expanding the Use of the Connector with Advance Presented by: Fareed Audi Analyst/Programmer Becky Johnson System Analyst."— Presentation transcript:
Expanding the Use of the Connector with Advance Presented by: Fareed Audi Analyst/Programmer Becky Johnson System Analyst
2 Agenda Setup Connector Overview Profile Setup Demo Expanding Connector for Complete Demo Excludes Best Practices
3 Setup Decide fields Single query Upload – FTP site – Import facility – Web service
4 Connector Overview Data Mapping –Mapping Entries Encompass Column Name Encompass Friendly Name Encompass Category Advance Table Name Advance Column Name –Advance Categories Category Name From Expression Filter Expression Order By Expression
5 Connector Overview Profiles Initiation – Manual Initiation – Scheduler – Run History
10 Expanding Connector - Sports Adding new mappings with new category and indexing – Advance Category Category Name - Sport Activity Order By Expression – x.date_modified, x.xsequence desc Active box - checked – Encompass name sport_code1 Encompass Category - ACT Advance table name - Sport Advance Column Name- sport_code – Tech Columns Row index - 1 Advance Category – Sport_Activity
13 Expanding Connector – Sport Start Year Adding new mappings with new category and indexing with conditions – Encompass name - sport_start_year1 Encompass Category - ACT Advance table name - Sport Advance Column Name- sport_dt – Tech Columns Column Push Expression - decode(substr(x.start_dt,1,4),'0000','',substr(x.start_dt,1,4)) Row index - 1 Advance Category – Sport_Activity
22 Excludes Complete Excludes (FERPA) – Create a view from a query that yields all id_numbers that need to be excluded – Create mapping id_number – Add mapping to all profiles being used – Add in the profile Entity Filter Value - not in (select id_number from tms_encompass_excludes)
25 Best Practices Email – Update the view advance.tms_email_type Personal_email_type_ind = ‘Y’ Business_email_type_ind = ‘Y’ – Changes iModules username Advance Id number should be the primary key when setting up the query. Dates need to be in the format ‘yyyymmdd Setup the field names and data structure at iModules to be the same as or as close as possible to the field names in Advance.
26 Best Practices – Create different profiles for updates coming from same field Birth day - Birth Month - Birth Year – Profile Auto Scheduling No overlapping – unique constraint errors – Tomcat Auto-restart weekly
27 Summary Connector is very versatile. Many different ways to transfer the data.