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

6 Profile Setup Demo

7 Expanding Connector - Activities Adding to existing baseline mapping entries – Acitvity_code6 …15 Encompass name activitiy_code14 Encompass Category - ACT Advance table name - Activity Advance Column Name- activity_code – Tech Columns Row index - 14 Advance Category - Activity

8 Expanding Connector - Activities Adding to existing baseline mapping entries – Acitvity_code6 …15 Encompass name activitiy_code14 Encompass Category - ACT Advance table name - Activity Advance Column Name- activity_code – Tech Columns Row index - 14 Advance Category - Activity

9 Expanding Connector - Activities

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

11 Expanding Connector - Sports

12 Expanding Connector - Sports

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

14 Expanding Connector – Sport Start Year

15 Expanding Connector – Birthday Pieces Adding additional fields from entity table – Birth_day, Birth_month, Birth_year – Encompass name - birth_day Encompass Category - Memb Advance table name - Entity Advance Column Name- birth_dt – Tech Columns Column Push Expression – substr(birth_dt,7,2)

16 Expanding Connector – Birthday Pieces

17 Expanding Connector – Cell Phone Telephone – cellphone – Advance Category Category Name - Telephone – cellphone Filter Expression - x.telephone_type_code= 'C' and x.telephone_status_code = 'A' Order By Expression – x.status_change_date desc, x.date_modified desc, x.xsequence desc Active box - checked – Encompass name – cell_phone_number Encompass Category - Home Advance table name - telephone Advance Column Name- telephone_number – Tech Columns Row index Advance Category – Telephone - cellphone

18 Expanding Connector – Cell Phone

19 Expanding Connector – Date Format Converting varchar to Date fields – Encompass name - last_payment_date Encompass Category - Memb Advance table name - memb_purdue Advance Column Name- last_payment_date – Tech Columns Column Push Expression – to_char(adv_data_transfer.convert_partial_date( decode(x.last_payment_date,‘ ',null,x.last_pay ment_date)),'yyyy-mm-dd hh24:mi:ss')

20 Expanding Connector – Date Format

21 Demo

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)

23 Excludes – No Solicitation Advance Category add filter mail_list_code = ‘19EML’

24 Excludes – No Solicitation

25 Best Practices – Update the view advance.tms_ _type Personal_ _type_ind = ‘Y’ Business_ _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.

28 Question & Answer

29 Thank you! Fareed Audi Becky Johnson