crm for higher ed developers guide

CAMPUSSOLUTIONS

CRMFORHIGHEREDUCATION

DEVELOPER'SGUIDE

CampusSolutionsCRMforHigherEducationDeveloper'sGuide

TABLEOFCONTENTS

1 OverviewofCampusSolutionstoCRMIntegration...................................................................................................1

1.1 EnterpriseIntegrationPoints............................................................................................................................1

1.2 360DegreeView...............................................................................................................................................1

1.3 TestScores.......................................................................................................................................................1

2 EnterpriseIntegrationPoints....................................................................................................................................1

3 CRM360ViewServices.............................................................................................................................................3

3.1 360AggregationService....................................................................................................................................3

3.2 AdmissionsCoreService...................................................................................................................................4

3.3 ContributorRelationsCoreService....................................................................................................................5

3.4 StudentFinancialsCoreService.........................................................................................................................6

3.5 Interactions(3Cs)CoreService.........................................................................................................................7

3.6 TransferCreditsCoreService............................................................................................................................7

3.7 TranscriptRequestsService..............................................................................................................................8

3.8 FinancialAidCoreService.................................................................................................................................8

3.9 ConstituentSummaryCoreService...................................................................................................................9

3.10 AffiliationsCoreService....................................................................................................................................9

3.11 AcademicsCoreService..................................................................................................................................10

3.12 Configurationpage.........................................................................................................................................11

4 SourcedataanalysisforRecruitmentSectiononCRM.............................................................................................12

5 Security..................................................................................................................................................................13

5.1 RequestHandlerOverview..............................................................................................................................14

5.2 Recruiting.......................................................................................................................................................17

5.3 HE360SecurityModel.....................................................................................................................................18

6 CSTestScorePostProcess......................................................................................................................................19

6.1 TestScoreCRMMessaging..............................................................................................................................20

6.2 InstallationSA................................................................................................................................................22

6.3 ExternalTestScoreMapping...........................................................................................................................22


6.3.1 AdmitTermMap________________________________________________________________________ 22

6.3.2 Program/Plan/SubplanMap_______________________________________________________________ 23

6.3.3 Search/MatchPostTestScoresRunControl__________________________________________________ 24

APPENDIXI Glossary.............................................................................................................................................27

APPENDIXII IntegrationBrokerSetup....................................................................................................................28

IntegrationSetupwithCRM ______________________________________________________________________ 28

QueryAccessService(QAS) _______________________________________________________________________ 28

APPENDIXIII DataPublishArchitecture...................................................................................................................29

ModesofPublishing_____________________________________________________________________________ 29

SOAConfiguration.....................................................................................................................................................33

EventRegistration_______________________________________________________________________________ 33

6.3.4 EventReplayMode______________________________________________________________________ 34

SOANotificationHandler(ForCRMCS)___________________________________________________________ 35

BatchProcessTable _____________________________________________________________________________ 35

APPENDIXIV SecurityRoleExamples.......................................................................................................................40

APPENDIXV TroubleshootingTips..........................................................................................................................43

APPENDIXVI BatchPublishEIPs..............................................................................................................................44


OracleCorporationConfidential Page1

1 OVERVIEWOFCAMPUSSOLUTIONSTOCRMINTEGRATIONTherearethreebroadcomponentsintheCRMforHigherEducation(CRM4HE)integrationwithCampusSolutions(CS),whichalldependontheCampusSolutionsServicesOrientedArchitecture(SOA):

EnterpriseIntegrationPoints(EIPs) 360DegreeView TestScores

1.1 ENTERPRISEINTEGRATIONPOINTSEIPssupporttheinformationflowsbyprovidingtheconduitsfortheinformationwhenthehostdetectsspecificdatachanges.ThestudentlifecyclechangesdescribedbelowaredrivenbyEIPs,forexample.

1.2 360DEGREEVIEWThe360degreeviewinCRMhasbeenexpandedtoprovideHigherEducationspecificinformationtoaidinstitutionsinbuildingandmaintainingrelationshipswithconstituents.Forexample,theRecruitmentsectionofthe360degreeviewusesLastSchoolAttendedandSchoolTypeinformation,whichispublishedfromCampusSolutionsaspartoftheExternalOrganizationDatainterface.ThisinformationissoughtbyCRMfromCSviathesynchronous360aggregationservice.

TheStudentLifeCyclechangesfromsuspect,toprospect,toapplicantarecurrentlytrackedinCampusSolutions.WiththeimplementationofrecruitmentfunctionalityinCRM,itisimportantthattheselifecyclechangesaretrackedinCRM.Therefore,whenthereisachangeinthelifecycleofastudentinCampusSolutions,itwillreflectinCRMalso.

1.3 TESTSCORESSimilarly,theTestScorePostProcessrequiresExternalOrganizationdatafromCampusSolutions.Therefore,anyupdatetotheexternalorganizationdatainCampusSolutionsisreflectedinCRM.

2 ENTERPRISEINTEGRATIONPOINTSThefollowingtableliststheEIPsthataredeliveredwiththisreleaseofCRM4HE.AllEIPsareasynchronousservices.AppendixIIexplainsthestepsrequiredtoactivatethem.APPENDIXIIIprovidesfurtherdetailsonCRM4HEsdatapublicationarchitecture.

Functionality

EIP

New/Modified

PublishType

StudentStatusChange SSR_ACAD_PROG_SYNC N R

SSR_ACAD_PROG_FULLSYNC N F

AcademicStructure SSR_ACADINST_SETUP_FULLSYNC N F

SSR_ACADCAMP_SETUP_FULLSYNC N F

SSR_ACADCAR_SETUP_FULLSYNC N F

SSR_ACADPROG_SETUP_FULLSYNC N F

SSR_ACADPLAN_SETUP_FULLSYNC N F

SSR_ACADSUBPLAN_SETUP_FULLSYNC N F

SSR_ACADTRM_SETUP_FULLSYNC N F

SSR_ACADINST_SETUP_SYNC N R

SSR_ACADCAMP_SETUP_SYNC N R



Functionality

EIP

New/Modified

PublishType

SSR_ACADCAR_SETUP_SYNC N R

SSR_ACADPROG_SETUP_SYNC N R

SSR_ACADPLAN_SETUP_SYNC N R

SSR_ACADSUBPLAN_SETUP_SYNC N R

SSR_ACADTRM_SETUP_SYNC N R

ExternalOrg SCC_EXT_ORG_SYNC N R

SCC_EXT_ORG_FULLSYNC N F

SchoolTypeSetupTable SCC_SCHL_TYPE_SETUP_SYNC N R

SCC_SCHL_TYPE_SETUP_FULLSYNC N F

TestComponentSetup SAD_TEST_SETUP_SYNC N R

SAD_TEST_SETUP_FULLSYNC N F

SAD_TEST_COMP_SYNC N R

SAD_TEST_COMP_FULLSYNC N F

SAD_TEST_SCRTY_SYNC N R

SAD_TEST_SCRTY_FULLSYNC N F

AdmitTypeSetup SAD_ADMITTYPE_SETUP_FULLSYNC N F

SAD_ADMITTYPE_SETUP_SYNC N R

AcademicStructureSecurity SSR_SCRTY_INST_UID_FULLSYNC N F

SSR_SCRTY_INST_UID_SYNC N R

SSR_SCRTY_CAR_UID_FULLSYNC N F

SSR_SCRTY_CAR_UID_SYNC N R

SSR_SCRTY_PROG_UID_FULLSYNC N F

SSR_SCRTY_PROG_UID_SYNC N R

SSR_SCRTY_PLAN_UID_FULLSYNC N F

SSR_SCRTY_PLAN_UID_SYNC N R

Prospect SAD_ADM_PRSPCT_DATA_SYNC N R

BreakupPersDataExtndfullSync

SCC_SRVC_IND_SYNC N R

SAD_ADM_INTEREST_SYNC N R

SSR_EXTRACUR_ACTVTY_SYNC N R

SAD_EXT_ACAD_DATA_SYNC N R

SCC_PERSON_SYNC N R

PERSON_DISABILITY_SYNCHROwned Nochange R

PERSON_DIVERSITY_SYNCHROwned Nochange R

Applicant SAD_ADM_APPL_DATA_SYNC N R

Application/RecruitmentCenterSecurity

SAD_SCRTY_APPL_CTR_SYNC N R

SAD_SCRTY_RECR_CTR_SYNC N R

TestScoreSyncCStoCRM&CRMtoCS

SAD_TEST_SCORES_SYNC N R

ReferralSourceTable SAD_RFRL_SRC_SETUP_SYNC N R

SAD_RFRL_SRC_SETUP_FULLSYNC N F

T189ApplicationCRMtoSA CS_T189_ADM_APPL_SYNC M R

TopicsCRMtoSA CS_STUDENT_TOPIC_SYNC M FinCRM

MappingBOID&EMPLID CS_STUDENT_BOID_SYNC M R

Prospect CS_ADM_PRSPCT_DATA_FULLSYNC M F(EC)

TestScoreSync CS_TEST_SCORES_FULLSYNC M F(EC)

Legend: N NewEIP M ExistingEIPmodified

R RealTimePublish F FullSyncPublish EC EnterpriseComponent



3 CRM360VIEWSERVICESTheCSservicethatfeedsinformationtotheCRM360DegreeViewisbasedonaSynchronousRequest/Responseintegrationpattern.CRMrequestsdatafromasingleAggregationServiceinCampusSolutionstoreduceintegrationtripsbetweenCRMandCSapplications.TheAggregationserviceinCSaggregatestheoutputfromtheCScoreservicehandlerstofeedtheAggregationResponseMessagetoCRM.

Followingarethe360degreeSectionsforwhichdataispopulatedfromCampusSolutions:

ConstituentSummary Checklists/Communications/Comments Admissions TransferCredits Academics Finances FinancialAid TranscriptRequest ContributorRelations Affiliations

TheIntegrationBrokerserviceSCC_CONSTITUENTsserviceoperationSCC_CONSTITUENT_READ360SUMMARYisexposedforinteractionwithCRM,andaggregatestheservicehandlerslistedintheRequestHandlerOverviewsectioninChapter5.

ACampusSolutionsconfigurationpagehasbeencreatedtolimittheamountofdatathatissenttoCRMfordisplayingonCRM360degreeview(SeetheConfigurationPagesectionlaterinthisdocument).ThispagecanbeusedtolimitthedatapertainingtoCampusCommunity,FinancialAidYears,andRelationshipsforContributorRelationsdata.ItislocatedatHome>SetUpSACR>SystemAdministration>ConfigureIntegrations.

OntheCRMside,itispossibletoamendausers360degreeviewsetuptodeterminewhichpartsofthe360degreeviewHigherEducationSectioncomponentstheymayaccess.DisablingacomponentthiswayremovesitfromtherequestmessagefromCRMtoCS.ThissetupislocatedintheCRM9.1systematHome>SetUpCRM>CommonDefinitions>360DegreeView>ConfigureRole.

CommonServiceRules:

Rowsarefetchedasperservicesecurityimplementation.IfnodataisfoundfortherequestedEMPLID,aresponseisreturnedwiththeSCC_AUTH_FLAGvalueasNoData.Ifauserdoesnthaveaccess,aresponseisreturnedwiththeSCC_AUTH_FLAGvalueasSecured.TheSCC_AUTH_FLAGisreturnedasEErrorifthereareanyerrorsintheexecutionoftheservicerequest.RelatedlanguageprocessingisperformedbasedoninputrequestLANGUAGE_CD

3.1 360AGGREGATIONSERVICEService:SCC_CONSTITUENTOperation:SCC_CONSTITUENT_READ360SUMMARYHandlerClass:SCC_CONSTITUENT:ReadConstituentSummaryPurpose:



ThisserviceaggregatestheoutputofthecoreserviceshandlersofCSmodulesintoasinglecommonoutputtofeedtheHE360degreeview.OnrequestfromtheCRMHE360DegreeView,thisservicerespondswithamessagecontainingtherequestedsectiondatafilledfromthelocalCScoreservices.

ThisServiceaggregatesdataforthefollowingCSsectionsontheCRMHE360DegreeView

ConstituentSummary 3CsInteractions Admissions TransferCredits Academics Finances FinancialAid TranscriptRequests ContributorRelations Affiliations

Rules:

TheAggregationservicehandlerinvokeslocalservicehandlermethodcallsbasedonthesectionflagsforCSmodulesintheinputrequestmessagefromCRM.Itprocesseseachofthesectionflags.Iftheflagforaparticularmoduleisset,itinvokesalocalrequestfordataforthemodule.

3.2 ADMISSIONSCORESERVICEService:SAD_ADMISSIONSServiceOperation:SAD_READADMISSIONSSUMMARYHandlerClass:SAD_ADMISSIONS:ReadAdmissionsSummaryPurpose:TheserviceprovideshighlevelapplicationinformationincludingApplicationNumberandApplicationDateaswellastheInstitution,CareerandProgramfortherequestedEMPLID.Multiplerowsofdataarereturnedifthestudenthasapplicantrecordsinmultipleinstitutions.ThedataisusedintheHE360DegreeViewtoresolvequeriesregardingapplicationsandapplicationstatus.HereistheAdmissionssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

TheServicereturnsthemostrecenteffectivedatedrowanddoesnotincludeeffectivedateintheoutput TheservicereturnsDESCRfieldsforthefieldstobedisplayedintheCRMUI. MultiplerowsofLevel1Scroll(comprisingofdatafromrecordsPS_ADM_APP_DATAand

PS_ADM_APPL_PROG)basedonINSTITUTION,APPLICATION_NBR,ACAD_CAREERandACAD_PROG



MultiplerowsofLevel2scroll(comprisingofdatafromADM_APPL_PLANandADM_APPL_SBPLAN)uniquecombinationsofACAD_PLANandACAD_SUB_PLAN

3.3 CONTRIBUTORRELATIONSCORESERVICEService:AV_INVOLVEMENTServiceOperation:AV_INVOLVEMENT_READGIVINGSHandlerClass:AV_INVOLVEMENT:ReadGivingSummaryPurpose:TheContributorRelationsectionof360DegreeViewdisplaysthegivingdetailspertainingtoaconstituent.Italsodisplaysgivingdetailsforselectedrelationships.Thesedetailsarehelpfulforthefundraiserstoknowthedonationsmadebytheconstituentsandhisrelatives.Also,thehelpdeskanalystswouldbemoreinterestedinknowingthegivingpotentialofaconstituentbeforetheyrespondtotheirinquiries.

Aconstituentcanhaverelationshipswithotherpersonsandwithorganizations.Thissectionwilldisplaytheserelationshipdetailswiththeirgivinginformation.Toensurethathelpdeskanalystsareawareofconstituentswithahistoryofgiving,anHTMLAlertPopupwindowisdisplayedindicatingthattheconstituentorrelativeofaconstituenthasahistoryofgiving.IncludedinthemessagearetheConstituentsTotalLifetimeCommitmentandtheirrelativesTotalLifetimeCommitmentthatexceedsapredefineddollaramount.HereistheContributorRelationssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

ThefollowingdetailshavetobefetchedfromCS o Givingdetailsoftheconstituento Relationshipdetailsoftheconstituent(PersontoPerson/PersontoOrg)o Givingdetailsoftherelationships(Person/Org)oftheconstituento TotalYearToDateGivingandTotalYearsGiving

CurrencyNameo ObtaintheCurrencynamefromAV_INSTALL_INST.BASE_CURRENCY.Thegivingdetailsinformationis

storedinAV_CNST_ACCtableafterconvertingittothebasecurrencyasdefinedinAV_INSTALL_INST.BASE_CURRENCY.

Relationshipso OnlyCurrentandActiverelationshipsshouldbefetched.o Onlythoserelationshipsthataredefinedinthe360degreeconfigurationpageshouldbeconsideredfor

sendingacrosso RetrieveRelationshipdetailsonlywhentheuserhassecurityprovidedfortheInstitution.

GivingDetailso ObtainLifetimeCommitmentdetails,LifetimeOpenPledges,LifetimeGiftPayments,LifetimeHard

CreditsandcalculateTotalYTDandTotalYearsGiving



o RetrieveGivingdetailsonlywhentheuserhassecurityprovidedfortheInstitution. MultipleLevel1rows

o Level1canhavemultiplerowsfortheconstituentwhohasahistoryofgivingformorethanonInstitution.

3.4 STUDENTFINANCIALSCORESERVICEService:SSF_STUDENT_FINANCIALSServiceOperation:SSF_READSTDNTFINANCIALSSUMMARYHandlerClass:SSF_STUDENT_FINANCIALS:ReadFinancialSummaryPurpose:Theserviceprovideshighlevelfinancialsinformation.Multiplerowsofdataarereturned,basedonthebusinessunitcombination.ThedataisusedintheHE360Degreeaggregationservice.HereistheFinancessectionoftheCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

Level1hasonlyonerowandLevel2containsmultiplerowsofscrolldatabasedonBusinessUnit CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SSF_STUDENT_FINANCIALS

andServiceOperationName:SSF_READSTDNTFINANCIALSSUMMARY

ValidValuesforSSF_1098T_STATUS:P Printed(SF_1098_DTL.SF_TAX_PRINT_STAT.Value="Y")T Transmitted(SF_1098_DTL.SF_TAX_TRANS_STAT.Value="Y")TheseValuesonlyifnotPrintedorTransmitted:A AwaitingConsent(SF_1098_INST.SSF_1098_EPRINT.Value="Y"andnot

SSF_1098_AGR_VW.SSF_AGREEMENT_STAT.Value="1")C Consented(SF_1098_INST.SSF_1098_EPRINT.Value="Y"and

SSF_1098_AGR_VW.SSF_AGREEMENT_STAT.Value="1")G Generated(SF_1098_INST.SSF_1098_EPRINT.Valuenot="Y")ValidvaluesforSSF_PMT_PLAN_IND:S Single(Studentinsinglepaymentplan)M Multiple(Studentinmultiplepaymentplans)N None(Studentinnopaymentplans)

SSF_PENDING_AID(AnticipatedAid)isaY/Nfield InstitutionSetfieldfromtheoperatordefaultstableisusedtodeterminewhichbusinessunitswillbe

processed/returnedforthe360servicecall.BUSINESS_UNITsthatneedtobeprocessedwillbebasedontheINSTITUTION_SETfieldvalueoftheOPR_DEF_TBL_CStable.ThisINSTITUTION_SETfieldisthenusedtodeterminewhichBUSINESS_UNITsneedtobeprocessedusingtheISET_BU_DTLtable.

CURRENCY_CDisreturnedattheBUSINESS_UNITleveloftheBASE_CURRENCYfieldintheBUS_UNIT_TBL_SFsetuptable.



3.5 INTERACTIONS(3CS)CORESERVICEService:SCC_INTERACTIONSServiceOperation:SCC_INTERACTIONS_READCHECKLIST,SCC_INTERACTIONS_READCOMMENTS,SCC_INTERACTIONS_READCOMMNCTNSHandlerClass:SCC_360:HANDLER:ReadChecklistSummary,ReadCommentsSummaryandReadCommunicationsSummaryPurpose:Theserviceprovideschecklists,communicationsandcomments(3cs)forarequestemplid.ThedatawillhighlightallinteractionswiththeEMPLIDontheperioddefinedintheservicesconfigurationpage.Hereisthe3CssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

TheServicereturnsfiltered3Csdatabasedontheperiodenteredontheconfigurationpage. TheInteractionsserviceincludesthreemethodcallsinternally(ReadCommunicationSummary,

ReadChecklistSummaryandReadCommentSummary)

CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SCC_CAMPUS_COMMUNITYServiceOperation(Communications):SCC_ReadCommunicationSummaryServiceOperation(Comments):SCC_ReadCommentSummaryServiceOperation(Checklists):SCC_ReadChecklistSummary

3.6 TRANSFERCREDITSCORESERVICEService:SSR_STUDENT_RECORDSServiceOperation:SSR_READTRANSFERCREDITSUMMARYHandlerClass:SSR_360:ReadTransferCreditSummaryPurpose:TheserviceprovideshighleveltransfercreditssummaryinformationsuchasCourseCredit,TestCredit,andOtherCreditinformation,includingthecreditstypesourceandunitstransferredfortherequestedEMPLID.HereistheTransferCreditssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:



Rules:

MultiplerowsofLevel1ScrollbasedonINSTITUTION,ModelNumberandTermcombination. CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SSR_STUDENT_RECORDS

andServiceOperationName:SSR_ReadTransferCreditSummary

3.7 TRANSCRIPTREQUESTSSERVICEService:SSR_STUDENT_RECORDSServiceOperation:SSR_READTRANSFERCREDITSUMMARYHandlerClass:SSR_360:ReadTranscriptRequestSummaryPurpose:TheserviceprovideshighleveltranscriptrequestsummaryinformationincludingTranscriptstype,reasonandstatusfortherequestedemplid.HereistheTranscriptsRequestssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

MultiplerowsofLevel1ScrollbasedonRequestNumber. CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SSR_STUDENT_RECORDS

andServiceOperationName:ReadTranscriptRequestSummary

3.8 FINANCIALAIDCORESERVICEService:SFA_FINANCIAL_AIDServiceOperation:SFA_READFINANCIALAIDSUMMARYHandlerClass:SFA_FINANCIAL_AID:HANDLER:ReadAidSummaryPurpose:Theserviceprovideshighlevelfinancialaidinformationincludingfinancialaidyear,applicationdate,statusofofferacceptancedisbursement,SatisfactoryAcademicProgressstatusandFANletterdata.Multiplerowsofdataarereturnedincasethestudenthasrecordsinmultipleinstitutionsandfinancialaidyear.Thedataisfilteredbythefinancialaidyearsetupdefinedintheservicesconfigurationpage.HereistheFinancialAidsectionoftheCRMHE360DegreeviewUIimpactedbythisservice:



Rules:

MultiplerowsofLevel0RowsetbasedInstitutionandAidYear Theresponseisreturnedfilteredforthefinancialaidyearsetupdefinedinservicesconfigurationpage. CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SFA_FINANCIAL_AIDand

ServiceOperationName:SFA_READFINANCIALAIDSUMMARY

3.9 CONSTITUENTSUMMARYCORESERVICEService:SCC_CONSTITUENTServiceOperation:SCC_READPROFILESUMMARYHandlerClass:SCC_360:ReadConstituentSummaryPurpose:Theserviceprovideshighlevelconstituentsummarysuchasname,contactinformation,IDs,serviceindicators,andtheFERPAindicator.HereistheConstituentprofilesummaryoftheCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

Theconstituentservicereturnsaddressesbasedoncontactmethodusageinconfigurationpage. CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:

SCC_CAMPUS_COMMUNITYandServiceOperationName:SCC_ReadConstituentSummary

ThefollowingfieldshaveY/Nvalues:DECEASED,SRVC_IND_NEG,SRVC_IND_POS,FERPA_FLAGindicatorsandSCC_AFL_DISPLAY

ADDRESSLONGfieldreturnstheconcatenateddifferentaddressfieldsdependingonthecountrycode.

3.10 AFFILIATIONSCORESERVICEService:SCC_CAMPUS_COMMUNITYServiceOperation:SCC_READAFFILIATIONSUMMARYHandlerClass:SCC_360:HANDLER:ReadAffiliationsSummaryPurpose:TheserviceprovidesanoverviewofAffiliationsinformation.Thedatacontainssummaryofeachaffiliationlikestartandenddatesandstatus.HereistheAffiliationssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:



Rules:

CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SCC_CAMPUS_COMMUNITYandServiceOperationName:SCC_ReadAffiliationSummary

3.11 ACADEMICSCORESERVICEService:SSR_STUDENT_RECORDSServiceOperation:SSR_READACADEMICSSUMMARYHandlerClass:SSR_360:ReadCareerSummaryPurpose:Theserviceprovidesoverviewofastudentsacademicinformation.TheresponsecontainsstudentsCareer,Program,PlanandSubPlanaswellastheirmostrecentterminformation.HereistheAcademicssectionofCRMHE360DegreeviewUIimpactedbythisservice:

Rules:

TheServicereturnsthemostrecenteffectivedatedrowanddoesnotincludeeffectivedateintheoutput MultiplerowsofLevel1RowsetbasedonInstitution,Career,andPrimaryProgramcombination. ThePlanandSubPlanLevel2Rowsethasoneormoreplansthatareassociatedwitheachprimaryprogram. Therecanonlybeonetermforeachprimaryprogram,career,andinstitutioncombination. Allthedata(withtheexceptionofCumulativeUnits)intheAcademicsscrollareawillallcomefromaviewof

ACAD_PROG.

ThePlansandSubplansgridispopulatedfromACAD_PLANandACAD_SUBPLAN. RecentTermdatacomesfromSTDNT_CAR_TERM. TheRecordSTDNT_CAR_TERMreferencesACAD_PROG.Basedonthisunderlyingrecordrelationship,thereis

azerotomanyrelationshipbetweenrecenttermandacademicdata.Thatis,multipleacademicprogramswithinthesameinstitutionandacademiccareercanreferencethesamerecentterm.Someexamplestoillustratethisrelationship:

o Astudentisactiveintwoprograms,FineArtsandLiberalArtswhicharebothUndergraduateprograms.CSwouldsend2rowstopopulatetheAcademicsscrollareaoneforeachprogram.SincebothprogramsaredefinedwithinthesameInstitutionandAcademicCareer,bothprogramswillreferenceoneandthesamerecentterm.

o Astudentispursuingtwoadvancedprograms,anMBAdefinedundertheGraduateCareerandLawDegreeundertheLawCareer.CSsendstworowstopopulatetheAcademicsscrollareaoneforeachprogramwithdifferentcareers.Recenttermdatawillbesentforeachcareer.



o Incomingfreshmanhasbeenactivatedinaprogrambutnotyetactivatedinaterm.CSwouldsendonerowtopopulatetheAcademicsscrollarea.NotermdatacanbesentuntilthestudenthasbeentermactivatedinCS.

CumulativeUnitsintheAcademicssectioncomefromSTDNT_CAR_TERMandliketheothertermdataintheexampleabove,thisfieldwillnotbepopulateduntilthestudentistermactivated.

CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SSR_STUDENT_RECORDSandServiceOperationName:SSR_ReadAcademicDataSummary

3.12 CONFIGURATIONPAGENewComponent:SCC_INTEG_WSC(GBL)

Thisisamultiplepagecomponent,withpagesfor

CampusCommunity(DefineContactMethodUsageand3CPeriod)

FinancialAid(DefineFinancialAidYearData)



ContributorRelations.(DefinePerson/OrgRelationship)

Purpose:ThiscomponentwillbeusedtodefinewhatkindofCSdatashouldbeincludedinservicesfordisplayintheCRM360degreeview.ThepagewillresideinCampusSolutionsatHome>SetUpSACR>SystemAdministration>Integrations>ConfigureIntegrations.ThispagecanbeusedtodefineSetUpDatapertainingtoContactMethodUsage,3C,FinancialAidYearandContributorRelationspersonororganizationrelationships.

Functionality:Uponnavigationtothecomponent,theusercanentersetupdatapertainingto:

ContactMethodUsage:ThisincludesAddress,EmailandPhoneusage.Thesedefinetheorderinwhichthesystemsearchesforandusestheassociateddata.

3Cs:Alargevolumeofdatapertainingto3Csmaybeavailable.Withthesetuppage,theusercanlimitthedatathatshouldbesenttotheCRM360degreeview.Theusercaneitherincludealldataordataforthepastfewmonths.Byenteringavalueformonths,forexample3,theuserislimitingthe3Cdatatothepast3months.

FinancialAid:ThispagegivestheuseranoptiontoselectwhichFinancialAidYearsdataunderanInstitutiontosendtotheCRM360degreeview.

ContributorRelations:Itispossiblethataconstituentmayhaverelationshipswithotherpersonsandorganizations,butwemaynotwanttosendalltheserelationshipstotheCRM360degreeview.Withthesetuppage,wecandefinewhichrelationshipsareapplicabletobesentacrosstotheCRM360degreeview.OnlythoserelationshipsselectedherewillbeeligibleforcommunicationtotheCRM360degreeview.

AuditHistory:TheusercanquerythetableSCC_WSC_COMMUNtoknowthelastupdateddatetime(SCC_WSC_COMMUN.SCC_DATETIME_UPD)andlastupdateduserid(SCC_WSC_COMMUN.SCC_MOD_OPR)

MoreinformationonfunctionalityoftheConfigureIntegrationscomponentmaybefoundintheCampusSolutionsCRMforHigherEducationPeopleBook.

4 SOURCEDATAANALYSISFORRECRUITMENTSECTIONONCRMDescription

TheRecruitingSectiondisplaysdetailsofthesuspectsorprospectswithregardtotheiracademicinterests.Therecruiterscanviewthesummaryofpotentialsuspectsorprospects,theiracademicinterests,career,program,plan,



subplandetails,LastSchoolAttendedandGraduationDate.TheusercanalsoviewtheLifecycleStatus,andtheLifecycleStatusDatealongwithotherbasicrecruitinginformation.

SincetherecruitmentrelateddataisavailableinCRMprofiletables,thedataisfetchedfromthesetablesdirectlyanddisplayed.ThedatatotheseprofiletablescomesthroughtheCS_ADM_PRSPCT_ADM_FULLSYNCmessagefromCS.

FollowingaretheProfileTablesinCRMintowhichtheprospectdataispopulated:

PS_CS_ADM_PRS_CAR PS_CS_PRS_RECRUIT PS_CS_ADM_PPRS_PROG PS_CS_ADM_PRS_PLAN PS_CS_ADM_PRS_SBPL

5 SECURITYThetablebelowindicateswhatCSsecurityisrequiredtoviewtherelatedCSdataintheCRMHE360View.

CRM360SectionName CampusSolutionsSecurityParameters

3C'sInteractions Institution,3CGroupSecurity

Academics Institution,Career,Program,Plan

Admissions Institution/ApplicationCentreSecurity(Similarto"ApplicationSummary"component)

Affiliations Norowlevelsecurity(Similarto"ViewAffiliations"component)

ConstituentSummary Institution

ContributorRelations Institution(SimilartoGiving Profile component)

FinancialAid Institution

StudentFinance StudentFinancialscanbesecuredbyBusinessUnit.CustomershavetheoptiontosecuretheSFapplicationbyBusinessUnitviaUserID/Oprid(shoulduseSSF_BU_OPRVW),byBusinessUnitviaPermissionList(shoulduseSSF_BU_CLSVW),ornotuseBusinessUnitrelatedrowlevelsecurity(shoulduseSSF_BU_NONVW).TheSSF_BU_NONVWshouldbethe"default"securityview,thecustomerwillneedtomakesurethatiftheyimplementrowlevelsecurityforBusinessUnitthattheyupdatetheCS"RequestHandlers"pagewiththecorrectsecurityview.

TranscriptRequests Institution/TranscriptType



CRM360SectionName CampusSolutionsSecurityParameters

TransferCredits Norowlevelsecurity

SeetheServiceNotesinthesectiondirectlybelowforsecuritynavigationsetupandAppendixIVforexamplesofsecurityrolesandrelatedaccess.

5.1 REQUESTHANDLEROVERVIEW

TheCSrequesthandlershaveasignificantimpactonthesecurityofmanyofthe360degreeviewHigherEducationSectioncomponentsastheyenablethesettingofparticularsecurityviews.Thereisoneoverall,externallyavailablerequesthandlerfortheaggregationserviceasshownbelow;andtheneachofthecomponentshasitsowninternalrequesthandler,whichisshownintherelevantsectionbelow.

RequesthandlersaredefinedinSetupSACR>SystemAdministration>Integrations>RequestHandlers.

ThefollowingtableoutlinestherequesthandlersneededfortheCRM4HE360View.

Service ServiceName ServiceOperation

SupportedInterfaces

SecurityView

ApplicationClass

AggregationNOTE:interactswithCRMandservesasthefrontendtoalltheinternalservices

SCC_CONSTITUENT

SCC_CONSTITUENT_READ360SUMMARY

External SCC_360_PPLSRCH

Package:SCC_CONSTITUENTPath:HANDLERApplicationClassID:ReadConstituentSummary

3C'sInteractionsNOTE:3Cs360securityisdrivenprimarilybytheCampusSolutions3CSecurityGroupassignedtotheUserIDinSetUpSACR>Security>SecureStudentAdministration>3CGroupSecurity.

SCC_INTERACTIONS

SCC_INTERACTIONS_READCHECKLISTSCC_INTERACTIONS_READCOMMENTSSCC_INTERACTIONS_READCOMMNCTNS

Internal PERS_CHKLST5_VWCMNT1_VWSCC_COMM_EMP_VW

Package:SCC_360Path:HANDLERApplicationClassID:ReadChecklistSummaryReadCommentsSummaryReadCommunicationsSummary

AcademicsNOTE:Academicssecurityiscontrolledby:1. Institution2. Career3. Program4. Plan5. Requesthandler

SSR_STUDENT_RECORDS

SSR_READACADEMICSSUMMARY

Internal STDNT_INS_SCRTY

Package:SSR_360Path:HANDLERApplicationClassID:ReadCareerSummary




SupportedInterfaces

SecurityView

ApplicationClass

securityview

AdmissionsNOTE:Admissionssecurityinthe360viewisdeterminedbyentriesinApplicationCenterSecurity.SetupAdmissionsCenterSecurity(SetUpSACR>Security>SecureStudentAdministration>UserID>ApplicationCenterSecurity)

SAD_ADMISSIONS

SAD_READADMISSIONSSUMMARY

Internal ADM_MAINT_SCTY

Package:SAD_ADMISSIONSPath:HANDLERApplicationClassID:ReadAdmissionSummary

Affiliations SCC_CAMPUS_COMMUNITY

SCC_READAFFILIATIONSUMMARY


Package:SCC_360Path:HANDLERApplicationClassID:ReadAffiliationsSummary

ConstituentSummary SCC_CONSTITUENT

SCC_READPROFILESUMMARY


Package:SCC_360Path:HANDLERApplicationClassID:ReadConstituentSummary

ContributorRelationsNOTE:ContributorRelationssecurityiscontrolledby:1. CRAcademicInstitutionSecurity(SetupSACR>Security>SecureContributorRelations>SecureInstitutionTable)2. CRBusinessUnitsecurity(SetupSACR>Security>SecureContributorRelations>SecureBusinessUnit)3. Therequesthandlersecurityview

AV_INVOLVEMENT

AV_INVOLVEMENT_READGIVINGS

Internal AV_INST_P_SRCH3

Package:AV_INVOLVEMENTPath:HANDLERApplicationClassID:ReadGivingSummary




SupportedInterfaces

SecurityView

ApplicationClass

FinancialAidNOTE:ThesecurityfortheFinancialAidsectioniscontrolledbySetupSACR>Security>SecureStudentAdministration>UserID>AcademicInstitutionSecurity.FinancialAidusesallthelevelsofsecuritynotedbelowinstitution,campus,career,program,dependingonusersetupandtheareaofFinancialAid.Also,thereisitemtypesecuritywhichisthesameasStudentFinancials.CorelocalserviceshardcoderowlevelsecurityviasecurityviewsatMainMenu>SetUpSACR>Security>SecureStudentAdministration>UserID>SecurityViews.

SFA_FINANCIAL_AID

SFA_READFINANCIALAIDSUMMARY

Internal STUAID_INS_SCTY

Package:SFA_FINANCIAL_AIDPath:HANDLERApplicationClassID:readAidSummary

TranscriptRequestsNOTE:Transcriptrequestsecurityiscontrolledby:1. Institution2. TranscriptType(SetupSACR>Security>SecureStudentAdministration>UserID>TranscriptTypeSecurity)3. Requesthandlersecurityview

SSR_STUDENT_RECORDS

SSR_READTRANSCRIPTREQSTSUMMARY

Internal SSR_TRQ_SCRT_VW

Package:SSR_360Path:HANDLERApplicationClassID:ReadTranscriptRequestSummary




SupportedInterfaces

SecurityView

ApplicationClass

TransferCredits SSR_STUDENT_RECORDS

SSR_READTRANSFERCREDITSUMMARY

Internal None Package:SSR_360Path:HANDLERApplicationClassID:ReadTransferCreditSummary

StudentFinanceNOTE:StudentFinancialscanbesecuredbyBusinessUnit.ThissectionhasthreesecurityviewsthatreflecthowrowlevelsecurityishandledinStudentFinancials.ThesecurityfortheFinancessectionispredominantlygovernedby:1. ThesecurityviewintherequesthandlerSSF_STUDENT_FINANCIALSinSetupSACR>SystemAdministration>Integrations>RequestHandlers2. ThentheselectionoftheBusinessUnitinSetupSACR>Security>SecureStudentFinancials>UserID>BusinessUnitIfnosecurityseemstobehappeningwithothersettings,amendthesecurityviewtoSFF_BU_OPRVW.

SSF_STUDENT_FINANCIALS

SSF_READSTDNTFINANCIALSSUMMARY

Internal SSF_BU_NONVW(Default)or

SSF_BU_OPRVW(byBusinessUnitviaUserID/OPRID)orSSF_BU_CLSVW(byBusinessUnitviaPermissionList)

Package:SSF_STUDENT_FINANCIALSPath:HANDLERApplicationClassID:ReadFinancialSummary

5.2 RECRUITINGDatafortheRecruitingsectionon360degreeviewissourcedfromCRM.ThereisnotaseparaterequesthandlerforthissectionoftheHigherEducationInformationgridinthe360degreeview.Consequently,thissectionisanexceptiontotheothers.



5.3 HE360SECURITYMODEL

Securityhappensattwolevels(3rdand4thpillars).

SecurityLevel1:Thefirstlevelusesframeworklevelsecurityview,whichisonesecurityview(STUAID_INST/CAR/PLAN_SCRTY)here,configurablewithintheproductuserinterface.

Thissecuritycheckreturnsa"YesGoahead"/SuccessresponseiftheuserhasaccesstooneormorerowsoftheconstituentsData.Itreturnsa"No"/"Secured"responseiftheuserdoesnthaveaccesstoanyoftheconstituentsdata.

SecurityLevel2:(4thPillar):Thisisahardcodedsecuritysettingwritteninservicehandlers(applicationclasses),whichmayuseoneormoresecurityviewsandisNOTconfigurable,inmostcases.



Securitylevel1indicateswhetheritisokaytoproceedwiththedataqueryfortherequest(iftheresultisYes/Successtheuserhasaccesstoatleastonerowoftheconstituentsdata).

Securitylevel2isresponsibleforactuallyfilteringoutthatonerow(orasmanyrowsastheuserisallowedtoaccess)andreturnstheappropriatedata.ThisistypicallyachievedbyjoiningsecurityviewswithdataretrievingSQLssothatonlyauthorizeddataisreturned.

6 CSTESTSCOREPOSTPROCESSToProcessExternalTestScoreData:

1. Loadthetestscoredatafromafileintoasuspensetableusingtheexternaltestscoreloadprocess.

2. Reviewandeditthedatathatwasloadedinsuspensepages.

Correctallloaderrorsbeforemovingontothenextstep.Inthesearchdialogpageofthesuspensecomponent,enterthetestID,ErrorintheEditProcessingOptionfieldandclicktheSearchbutton.GointoeachsuspenserecordandcorrecttheerrorsuntileverysuspenserecordhasavalueofComplete(ratherthanError)intheEditfieldontheTestScoreSuspenseDatapage.

3. Afteralloftheloaderrorsarecorrected,runthesearch/match/postprocess.

Thisprocesslooksfordatainthedatabase(basedonsearchparametersdefinedonthesearch/matchcriteriapagesthatcanincludename,socialsecuritynumber,birthdate,andsoforth)thatmatchesthedatabeingposted.Forasetofparametersthatsuggestonlyapossiblematch(suchasnameandgender,forexample),theprocesswillnotposttherecorduntilapersoncanmanuallydeterminewhichrecordsaretrulyduplicates.Thereisalsoachoicetocreateprospectrecordsandassign3Csduringthepostprocessandtoallowtheusertoselectwheretopostthedata:CampusSolutionsorEnterpriseCRM.

4. Gointoeachsuspenserecordthatdidnotgetpostedandchecktoseeifitistrulyaduplicate.

Inthesearchdialogpageofthesuspensecomponent,enterthetestID,CompleteintheEditProcessOptionfieldandPerformintheSearch/MatchProcessOptionfield.ThenclicktheSearchbutton.Thesearchprocessfindsonlythosesuspenserecordsthatwentthroughthesearch/match/postprocessbutdidnotgetposted.Thereasonthesearch/match/postprocessdidnotposttherecordsisbecauseitfoundapossibleduplicaterecordinthedatabase.Onceinthecomponent,findtheparametersforwhichtheprocessidentifiedamatch,thenuseSearchMatchtolookupthebio/demoinformationthatmatchesthesuspenserecordanddecidewhetherapersonwhotrulymatchestheincomingdataalreadyexistsinthesystem.Then,specifywhetherthesearch/match/postprocessshouldaddthebio/demoandtestrecordtoyourdatabase,updateanexistingrecord,orignorethesuspenserecordaltogether.

5. Runthesearch/match/postprocessagain.

Theprocesspoststhesuspenserecordsthatweremanuallytaggedtopost.Bythistime,allofthesuspenserecordsshouldbepostedtothedatabase.Whenarecordpoststothedatabase,thesearch/match/postprocessassignsanIDtotheperson.Toviewabio/demorecordthatthesearch/match/postprocesscreated,selectStudentRecruiting,ExternalTestScoreProcessing,Add/UpdateaPersonorStudentAdmissions,ExternalTestScoreProcessing,Add/UpdateaPerson.Toviewatestscorerecordthatthesearch/match/postprocesscreatedorupdated,selectStudentRecruiting,ExternalTestScoreProcessing,TestResultsorStudentAdmissions,ExternalTestScoreProcessing,TestResults.

6. Purgethesuspensetables.



Itisrecommendedthatthesuspensetablesarepurgedassoonasallofthesuspenserecordshavebeenpostedtothedatabase.Thishelpsavoidconfusionthenexttimedataisloadedintothesuspensetables.

7. ReviewTestScoreCandidateData,ifdesired.

Whenexternaltestscoreloadscontainadditionalinformationaboutthestudentsuchasacademicinterests,extracurricularactivitiesandpriorschoolsattended,thesearch/match/postprocessstoresthedataintheTestScoreCandidateDatacomponent.

Theexistingapplicationengineprogramhasbeenmodifiedto:

UpdatemissingcontactandbiographicalrecordsforexistingEMPLIDsinCampusSolutionsifthetargetfieldisblank,regardlessofthePostTooptionselected

PopulatetheAdmitTermbasedonthenewAdmitTermMapcomponentifpopulatedfortheTestIDentered.ThisisdoneforprospectrecordsifcreatedinCampusSolutionsorforrecordsmessagedtoCRM

Populatetheprospectprogram,planandsubplanrecordsbasedonthenewProgram/Plan/SubplanMapcomponentifpopulatedfortheTestIDentered.ThisisdoneforprospectrecordsifcreatedinCampusSolutionsorforrecordsmessagedtoCRM

CreateamessagetobeconsumedbyCRMiftheuserselectsPosttoCRMontheSearch/Match/PostTestScoresruncontrol.ThismessagecomprisesaheaderrecordwithsomeoftheruncontroldataenteredintheSearch/Match/PostTestScoresruncontrolpage,recordscontainingbiodemo,prospectandtestscoreinformation,andfurtherCampusSolutionstestspecific(i.e.testload)suspenserecords.

Populate/UpdateTestResultsinCampusSolutionsiftheuserselectsPosttoCRMontheSearch/Match/PostTestScoresruncontrolandanEMPLIDexistsinCampusSolutions.

6.1 TESTSCORECRMMESSAGINGCRMmessagingisbasedonIntegrationBrokerMessageSegmentationtechnology.MessageSegmentationisabufferingtechnologyusedtosendheavypayloadstoanintegratingPeopleSoftnode.Segmentsofamessagearepushedtoadatabasewheneverrequired.Specifically,segmentsofamessagearefirstbufferedinthesenderdatabasewhilethemessageisbeingcreatedandlaterintherecipientdatabasewhilethemessageisbeingdeliveredtotherecipient.Thereceivingsystemcanprocessthemessageasawholeoronesegmentatatime.

ThisrequiresanextrasetupwhereintheSegmentAwareoptionontheNodeDefinitionspageinthePeopleSoftPIAhastobesetfortheremotenodedefinedonthelocalsystemtohandlesegmentedmessages.Toconfigureanodetohandlesegmentedmessages:

1. SelectPeopleTools>IntegrationBroker>IntegrationSetup>NodeDefinitions

2. SelecttheCRMnode(PSFT_CR)withwhichtoworkandclickOK.TheNodeDefinitionspageappears

3. SelecttheSegmentAwareboxasshownbelow

4. ClicktheSavebutton.



Thedatastructureofthetestscoremessagesisshownbelow:



6.2 INSTALLATIONSA

ThenewCRMforHigherEducationfieldshouldbecheckedifEnterpriseCRMisinstalled.

6.3 EXTERNALTESTSCOREMAPPING

TheAvailableforCRMPostcheckboxshouldbeselectedifthetestscoreswillbepostedtoEnterpriseCRM.For12TestIDs(ACT,AP,CRS,DAT,EOS,GMS,GMT,GRE,LST,SAT,SSS,TFL)AvailableforCRMPostisdeliveredasSelectedandcannotbeedited.

6.3.1 ADMITTERMMAPTopopulatethemostcompleteprospectandsuspectdatatoeitherCampusSolutionsorCRM,twonewmappingtableshavebeenadded.TheAdmitTermMap(SAD_TERM_MAPmappingtable)allowsthecustomertomapagraduationdaterangetoanadmitterm.



Navigation:SetupSACR>ProductRelated>RecruitingandAdmissions>ExternalTestScores>CreateProspectsSetup

Thispageisusedtomapthemajorinterest(s)fromthesuspenserecordifavailabletoanacademicprogram,planorsubplanforpopulationontheprospectrecordinCSorthestagingrecordinCRM.Thetestsprovidingamajorinterestaspartoftheirlayoutare:ACT,EOS,GMASS,SATandSSS.

Uponnavigationtothecomponent,theusercanaddtheInstitution,CareerandTestIDforwhichtheyaremappingagraduationdaterangetoanAdmitTerm.Uponenteringthepage,theuserwillenterarowforeachgraduationdaterangeandadmittermtheyaremapping.

Theusercan,aspercurrentfunctionality,enteradefaultadmittermontheSearch/Match/PostTestScoresruncontrolpagetocatertothosecaseswherethefieldisblankonthesuspensefile.Theycanalsoleavethedefaultvalueblankinwhichcasenoadmittermwillpopulateduringthepostprocess.

6.3.2 PROGRAM/PLAN/SUBPLANMAPTheProgram/Plan/SubplanMap(SAD_INTPROG_MAPmappingtable)allowsthecustomertomapamajorinterestcodetoanacademicprogram,academicplanoracademicsubplan.Onlytestswherethisdataisavailableareeligibleformapping.TheoptiontoenterdefaultvaluesontheSearch/Match/PostTestScoresRuncontrolstillexistsforthosetestscoreswherethisdataisnotprovidedandforrecordsforaneligibletestscorewherethedataisnotprovided.

Navigation:SetupSACR>ProductRelated>RecruitingandAdmissions>ExternalTestScores>CreateProspectsSetup

Thispageisusedtomapthemajorinterest(s)fromthesuspenserecordifavailabletoanacademicprogram,planorsubplanforpopulationontheprospectrecordinCSorthestagingrecordinCRM.Thetestsprovidingamajorinterestaspartoftheirlayoutare:ACT,EOS,GMASS,SATandSSS.

Uponnavigationtothecomponent,theusercanaddtheTestIDforwhichtheyaremappingamajorinteresttoaprogram,planorsubplan.Uponenteringthepage,theuserwillenterarowforeachmajorinterestandprogram,planorsubplantheyaremapping.

Theusercan,aspercurrentfunctionality,enteradefaultprogram,planorsubplanontheSearch/Match/PostTestScoresruncontrolpagetocatertothosecaseswherethefield(s)areblankonthesuspensefile.Theycanalsoleavethedefaultvalueblankinwhichcasenoprogram,planorsubplanwillbecreatedforthesuspect/prospectduringthepostprocess.



6.3.3 SEARCH/MATCHPOSTTESTSCORESRUNCONTROLTheSearch/Match/PostTestScoresruncontrolpagehasbeenmodifiedtoallowtheusertoselectwheretheywanttopostthedata:CampusSolutionsorCRM.ThisoptionappearsonlyforthosecustomerswhohaveCRMinstalledandwheretheTestIDenterediseligibleforpostingtoCRM.

IftheTestIDenteredonthepageiseligibleforpostingtoCRMandtheCRMInstalledcheckboxissettoYonINSTALLATION_SA,thePostToradiobuttonsdisplay.IftheuserselectsPostToEnterpriseCRM,theCreateProspectscheckboxissettoYesandrequirestheusertoentertherequiredfieldsforprospectcreation.IftheuserselectsPostToEnterpriseCRM,theAssign3CscheckboxwillnotdisplayasthisfunctionalityisspecificonlytopostingtoCampusSolutions.TheusershavetheoptiontocreateprospectsiftheyselectPosttoCampusSolutionsasthefunctionalitycurrentlyexists.ThischangeallowscustomerstheoptionofmovingthesuspectandprospectrecordsovertoCRMwithoutcreatinganEMPLIDinCampusSolutions.

IftheuserselectsPosttoEnterpriseCRMonSAD_TEST_POST,theapplicationenginewillstillgothroughthesearch/matchprocessandtheSearchEditOptiononthesuspenserecordwillbesetbasedontheSearch/MatchResults.

IftheSearch/MatchresultsinaNewID,theapplicationengineprogramwillbemodifiedtonotcreatetheEMPLIDandrecordsassociatedwiththeEMPLIDinCampusSolutionsbuttocreateamessagewiththedatathatexistsinthesuspenserecordsfortheTestIDenteredthatcanbeconsumedbyCRM.Inaddition,theinformationontheruncontrolandthedatatransformedfromthevariousmappingroutineswillalsobecreatedinamessagetobeconsumedbyCRM.Themessagewillincludeaheaderrecordwithsomeruncontrolparameters,astandardizedbiodemoandprospectinformationrecord,astandardizedtestscorerecordalongwiththetestspecificsuspenserecords.Althoughnotusedinthecurrentchange,arecordcontainingname/valuepairwillalsobeintroducedforanyfuturecustomizationorenhancements.Oncethemessagesarecreated,theapplicationengineprogramshouldsetSAD_TEST_SUSPN.SRCH_PROC_OPTNtoComplete(C)andSAD_TEST_SUSPN.POST_PROC_OPTNtoPurge(P).

IftheSearch/MatchresultsinupdatinganexistingID,theapplicationengineprogramwillbemodifiedtoonlycreateSTDNT_TESTandSTDNT_TEST_COMPrecordsinCampusSolutionsfortheEMPLID.Theapplicationengineprogramwillalsobemodifiedtocreateamessagewiththedatathatexistsinthe



suspenserecordsfortheTestIDenteredthatcanbeconsumedbyCRM.Inaddition,theinformationontheruncontrolandthedatatransformedfromthevariousmappingroutineswillalsobecreatedinamessagetobeconsumedbyCRM.Themessagewillincludeaheaderrecordwithsomeruncontrolparameters,astandardizedbiodemoandprospectrecord,astandardizedtestscorerecordandthecommonprospectrecordsalongwiththetestspecificsuspenserecords.Althoughnotusedinthecurrentchange,arecordcontainingname/valuepairwillalsobeintroducedforanyfuturecustomizationorenhancements.Oncethemessagesarecreated,theapplicationengineprogramshouldsetSAD_TEST_SUSPN.SRCH_PROC_OPTNtoComplete(C)andSAD_TEST_SUSPN.POST_PROC_OPTNtoPurge(P).

IftheSearch/Matchresultsinmultiplematches,theuserwillneedtomanuallydetermineifthesuspenserecordmatchesoneofthepossiblematchesfoundorshouldbeanewEMPLID.Thisisdocumentedinstep#4ofthecurrentprocessabove.Thesearch/matchroutinesetsSAD_TEST_SUSPN.SRCH_PROC_OPTNtoPerform(P)andleavesSAD_TEST_SUSPN.POST_PROC_OPTNasAwaitingSearch(A).TheuserwillmanuallyupdateSAD_TEST_SUSPN.SRCH_PROC_OPTNandSAD_TEST_SUSPN.POST_PROC_OPTN.IftheusersetsPOST_PROC_OPTNtoUpdateExistingID(U),theuserwillalsoindicatetheEMPLIDtoupdateontheappropriatesuspenserecordbasedontheTestID.

SuspenseRecordsthatareeligibleformessagingtoCRM:o ACT:

SAD_ACT_SUS SAD_ACT_SUS_COL SAD_ACT_SUS_HS SAD_ACT_SUS_STD

o AP SAD_AP_SUS SAD_AP_SUS_AWRD SAD_AP_SUS_PREV SAD_AP_SUS_SCHL SAD_AP_SUS_TEST

o CRS SAD_CRS_SUS SAD_CRS_SUS_JP SAD_CRS_SUS_MJR SAD_CRS_SUS_PRV SAD_CRS_SUS_STD SAD_CRS_SUS_STS

o DAT SAD_DAT_SUS

o EOS SAD_EOS_SUS

o GMASS SAD_GMS_SUS

o GMAT SAD_GMT_SUS SAD_GMT_SUS_TST

o GRE SAD_GRE_SUS



o LSAT SAD_LAW_SUS SAD_LAW_SUS_MTR SAD_LAW_SUS_TST

o SAT SAD_SAT_SUS SAD_SAT_SUS_COL SAD_SAT_SUS_HS SAD_SAT_SUS_I SAD_SAT_SUS_II

SAD_SAT_SUS_STDo SSS

SAD_SSS_SUS SAD_SSS_SUS_AP SAD_SSS_SUS_APC SAD_SSS_SUS_SAT

o TOEFL SAD_TFL_SUS

UserswillcontinuetousetheexistingExternalTestScorePurgeProcesstopurgethesuspenserecordsoncetheyhavecompletedpostingthedata.



APPENDIXI GLOSSARYTerm DescriptionAsynchronousMessage

Asynchronousmessagesarenotrealtime themessageissenttobepickedupatsomelatertimebythereceivingapplicationsmessagebroker.

EnterpriseIntegrationPoint(EIP)

CommonlyreferredtoasEIPsinCRM4HE,theseareasynchronousservicesthatpushinformationsuchaschangestothevaluesoffieldstoothersystemsasXMLmessagesviaIntegrationBroker.Pleaserefertochapter2EnterpriseIntegrationPointsandAppendixIIforfurtherinformation

HTML HyperTextMarkupLanguage designedtodisplaydata,withfocusonhowdatalooks.HTMListheuniversalmarkuplanguagefortheWeb.HTMLletsyouformattext,addgraphics,createlinks,inputforms,framesandtables,etc.,andsaveitallinatextfilethatanybrowsercanreadanddisplay.

Message Basicunitofdatasentfromonewebservicesagenttoanotherinthecontextofwebservices.

Rowsetbasednoncontainermessage

Rowsetbasedmessagesareusedforpublishinghierarchicaldata,withaparentchildrelationship.ThesemessagesarebuiltfromthePeopleSoftrecordshierarchically.Acontainermessageisbasicallycomprisedofmessagepartsandthesemessagepartscanbeeitherrowsetmessagesornonrowsetmessagestherefore,anoncontainermessagelackscomponentpartsandisinonechunkonly.

SOA ServiceOrientedArchitecture SOAisanarchitecturalstylethatsupportsintegrationofbusinessprocessesaslinkedservicesthatmaybeaccessedwhenneededoveranetwork.

SOAFramework CampusSolutionshasimplementeditsownSOA,andthishasbeenreferredtoasaframework.

SynchronousMessage

Synchronousmessagesaresentandthereceivingapplication waitsforasuccessfulresponsefromtheremotesystembeforeitwillcontinue.

WebService Awebserviceisasetofrelatedapplicationfunctionsthatcanbeprogrammaticallyinvokedovertheinternet,designedtosupportinteroperablemachinetomachineinteractionoveranetwork,makingiteasyforapplicationstocommunicate.Alternativedescription:WebServiceisanapplication(function/task)ofasystemexposedovertheinternetforusebyexternalsystems.BuiltonXMLandHTTP

XML eXtensibleMarkupLanguage Designedtostructure,storeandtransportdata,withfocusonwhatdatais.XMLisindependentofhardware,software,andapplication



APPENDIXII INTEGRATIONBROKERSETUPBeforeusingCRM4HE,usersarestronglyadvisedtofamiliarizethemselveswithPeopleSoftIntegrationBroker,whichisthemechanismthathandlesthemessagingatthecoreofCRM4HE.PleaseconsulttheIntegrationBrokerPeopleBook(EnterprisePeopleTools8.49PeopleBook:PeopleSoftIntegrationBroker>IntegrationScenarios)orundertakeacoursewithOracleUniversitytoacquirethisknowledge.CRM4HEwillnotworkiftheintegrationbetweentheCampusSolutionsandCRMdatabasesisnotfunctioning.

INTEGRATIONSETUPWITHCRMCRM4HEaimsatprovidingintegrationbetweenCampusSolutionsandCRMthroughvariousWebServices.Pleasenotethatallserviceoperationsaredeliveredinactive.Userswillneedtoactivatetherequiredserviceoperationtogetstarted.

1) SetupthegatewayinCSandCRM(PeopleTools>IntegrationBroker>Gateway)

2) SetuptheNodeinCSandCRM(PeopleTools>IntegrationBroker>IntegrationSetup>Nodes)

3) Nodenameshouldbethesameinboththepublishingandsubscribingdatabases.TheCRMNodehastobemarkedSegmentAware,sinceTestscoresusemessagesegmentation.SeeSection6.1TestScoreCRMMessagingformoreinformation.

4) Setupsinglesignoninbothdatabases(PeopleTools>SecurityObjects>SingleSignon).Selectbothnodesinbothdatabases.

5) CheckdomainstatusisActive.(PeopleTools>IntegrationBroker>ServiceOperationMonitor>DomainStatus)

6) Verifytherequiredqueuesarerunning(PeopleTools>IntegrationBroker>ServiceOperationMonitor>QueueStatus).Ifnot,presstheRunButton.ItmaybenecessarytochangethestatusofthefollowingQueuestoRUNincaseithasnotbeenset:SAD_CRM_SETUP,SAD_CRM_DATA,andPERSON_DATA.(NavigatetoPeopleTools>IntegrationBroker>IntegrationSetup>Queues)

7) ActivatetheServiceOperationsRequired.(PeopleTools>IntegrationBroker>IntegrationSetup>ServiceOperations>IntegrationPoints)

QUERYACCESSSERVICE(QAS)QASenablesexternalapplicationstoaccessPeopleSoftQueryviaseveralserviceoperations.Dependingontheapplication,theexternalapplicationwillneedtouseseveralserviceoperationsincombination.TheserviceoperationsforQASarepartoftheserviceQAS_QRY_SERVICE.QASserviceoperationsaregroupedintothefollowingcategoriestohelpdescribetheserviceoperations:

QueryCreationServices(QCS) QuerySecurityServices(QSS) QueryMetadataServices(QMS) QueryExecutionServices(QES)

ThevalueofQASisthat,ratherthanhavingtobringallofthestudentinformationtoCRM4HE,itenablestheenrollmentmanager,forexample,todynamicallyaccessstudentdatawhenbuildinganaudienceforaretentionprogram.Inthisway,aninstitutioncansetupitsdefinitionofanatriskstudentontheCampusSolutionssideandhaveCRM4HEdynamicallyaccessthatdatawhencreatingtheaudience.Thentheinstitutioncanrunretentionprogramstargetedtothataudience.

NOTE:TouseCRM4HEwithQASrequiresPeopleTools8.5.However,usingCRM4HEwithoutusingQASdoesnot.



APPENDIXIII DATAPUBLISHARCHITECTUREThemainobjectiveoftheEIPsistopublishdatawheneverachangehappensontherecordforthegivenentitiesoftheEIPsorwhentheuserrequestsdata.Thisdatacanbecreated/updated/deletedthroughvariouschannelslikeComponents,Componentinterfaces,andBatchProcesses.

Forpublishingdata,theEIPprojectusesCSServiceOrientedArchitecture(SOA)whichissimple,lightweight,flexible,andconfigurable.ThisframeworkhasasetofclassesandAPIswhichmaybeusedeitherdirectlyorbyextending/implementingoneoftheframeworkclasses.

MODESOFPUBLISHING

BATCHPUBLISHBatchPublishisaprocessthatdoesRealTimepublishingofdatathatiscreated/updated/deletedbyanybatchprocess:COBOL,SQRorApplicationEngine.AmorecomprehensiveexplanationofusingthismodeisprovidedinAPPENDIXVIBatchPublishEIPs.

Themainprocess,whilecreatingdatainanapplicationtable,willalsowritearowofdataintheBatchDelaytablewhichwillbeusedbythebatchreplayprocesstofetchtheactualdatafromtheapplicationtablesandpublish.Manyexistingprocesseshavealreadybeenconvertedintobatchreplayprocesses,andtheyarelistedintheBatchProcessTableshownlaterinthissection.ThefollowingstepsexplainhowtoimplementBatchReplayforaProcess,ifanewprocessisrequiredoranexistingoneneedsmodification(notlistedintheTable):

CreateaJob,wherethefirstprocesswillbetheactualBatchProcessandthesecondonewillbetheBatchReplayprocess.Iftheexistingprocessisalreadypartofajobwithmultipleprocesses,thenthebatchreplayprocesswillbeaddedasthelastprocesstothatexistingjob.

Modifythefirstprocesssothatforeachrecordthatiscreated,updatedordeletedfromtheapplicationtable,arowiswrittenintotheBatchDelayTable.TheBatchDelayTablecontainstheApplicationtableName,Keyfieldvalues,andanAuditActionfieldtotellifthedatawasAdded,UpdatedorDeletedintheapplicationtable.

ThesecondprocessinthejobwhichistheBatchReplayprocesswillquerytheBatchDelaytableforprocessinstancesofallbatchprocessespartofthatjobtoknowtherecordsthatwereupdatedbytheactualprocesses.ItusestheKeyfieldvaluesstoredintheBatchDelaytabletofetchtheactualdatafromtheapplicationtables.Themessageispopulatedwiththisdataandispublished.ThedataintheBatchDelayTableispurgedafterpublishing.

Usersshouldnotethatrunningboththenormalandbatchreplayversionsofprocessessimultaneouslywillgenerateanerror.Consequently,itisrecommendedthatachoiceismadeaboutwhichprocessisretainedintheprocessgroupbeforetheimplementationofCRM4HEismadeavailabletotheusers.



Thisdiagramillustratesthebatchprocesses:

ONLINEPUBLISHThismodeofpublishingisusedwhendataiscreated/updated/deletedfromonlineComponentsorComponentInterfaces.Theprocessflowdiagrambelowillustratesonlinepublishing.

ONLINEPUBLISHREMOTECOBOLINVOCATIONCOBOLprocessescanbeinvokedfromonlinecomponentsasaremotecall.AremotecalltoCOBOLhappenswhentheuserclicksabuttoninthepage.ThismeansthemessagethatispublishedfromthiscomponentshouldalsocontainthedataprocessedbytheCOBOLprogram,apartfromthedatafromthecomponentbuffer.



AnexampleofsuchaprocessisfoundontheApplicationProgramDatapage:

ClickingtheCreateProgrambuttoninitiates2COBOLprocessestocalculateanydepositfeesdue(SFPDEPRC)andaddtheapplicationprogramintoStudentRecords(ADPCPRRC).Thelogicalflowofaremotecallisillustratedbelow.

`

FULLSYNCPUBLISHINGThismodeofpublishingisusedwhentheuserrequestsafullsynchronizationofentitiesbetweentheparticipatingsystemsforagivenEIP.Generally,afullsyncisruninitiallytosynchronizethedatabetweenCSandCRMandthereafterthedataisusuallysynchronizedthroughincrementalpublishing.AnotableexampleofthisistheexistingEIPCS_PERS_DATA_EXTEND_FULLSYNC,whichhasbeenbrokendownintothenewrealtimeEIPslistedbelow:

SCC_SRVC_IND_SYNC SAD_ADM_INTEREST_SYNC SSR_EXTRACUR_ACTVTY_SYNCS SAD_EXT_ACAD_DATA_SYNC SCC_PERSON_SYNC

Userclicksbuttoninthepage

DoSaveNow()InComponentSavePostChange,PopulatethemessagePartiallywithdatafromcomponentbuffer.RemotecalltoCOBOL.CapturedataprocessedbyCOBOLfromdatabase.Populatethemessagewiththisdata.

TriggersFieldChangeEvent

FieldChangeEvent



TheexistingCS_PERS_DATA_EXTEND_FULLSYNCshouldbeusedtoseedthedatainitially,butthereaftertherealtimeEIPslistedabovewouldkeepitsynchronized.Thereare2patternsofFullSyncPublishingthatcouldbechosendependingontheEIP:

EnterpriseComponent(EC)FullSync SOAFullSync

ENTERPRISECOMPONENT(EC)FULLSYNC

TheexistingFullSyncPublishingbetweenCSandCRMhasalreadybeenimplementedusingtheECFullSyncPattern.FollowingaretheEIPswhichcanbepublishedusingECFullSyncfromCStoCRM:

Functionality EIP

ApplicationCenterSecurity CS_SCRTY_APPL_CTR_FULLSYNC

RecruitmentCenterSecurity CS_SCRTY_RECR_CTR_FULLSYNC

Prospect CS_ADM_PRSPCT_DATA_FULLSYNC

Applicant CS_ADM_APPL_DATA_FULLSYNC

TestScoreSync CS_TEST_SCORES_FULLSYNC

PersonExtension CS_PERS_DATA_EXTEND_FULLSYNC

SOAFULLSYNCThispatternofFullSyncpublishingwillpublishdatafromalltherecordsthatappearinthemessagestructure.UserswillhavetoselecttheFullDataPublishModeintheCSEventRegistrationforaparticularEIPtoexecuteaFullDataSync.

AllthenewEIPsspecifiedbelowwillbeusingthispatternofSOAFullsyncpublishing:

Functionality EIP

AcademicInstitutionSetup SSR_ACADINST_SETUP_FULLSYNC

AcademicCampusSetup SSR_ACADCAMP_SETUP_FULLSYNC

AcademicCareerSetup SSR_ACADCAR_SETUP_FULLSYNC

AcademicProgramSetup SSR_ACADPROG_SETUP_FULLSYNC

AcademicPlanSetup SSR_ACADPLAN_SETUP_FULLSYNC

AcademicSubplanSetup SSR_ACADSUBPLAN_SETUP_FULLSYNC

AcademicTermSetup SSR_ACADTRM_SETUP_FULLSYNC

ExternalOrg SCC_EXT_ORG_FULLSYNC

SchoolTypeSetupTable SCC_SCHL_TYPE_SETUP_FULLSYNC

TestSetup SAD_TEST_SETUP_FULLSYNC

TestComponentSetup SAD_TEST_COMP_FULLSYNC

TestSecuritySetup SAD_TEST_SCRTY_FULLSYNC

AdmitTypeSetup SAD_ADMITTYPE_SETUP_FULLSYNC

AcademicInstitutionSecurity SSR_SCRTY_INST_UID_FULLSYNC

AcademicCareerSecurity SSR_SCRTY_CAR_UID_FULLSYNC

AcademicProgramSecurity SSR_SCRTY_PROG_UID_FULLSYNC

AcademicPlanSecurity SSR_SCRTY_PLAN_UID_FULLSYNC

ReferralSourceTable SAD_RFRL_SRC_SETUP_FULLSYNC

StudentStatusChange SSR_ACAD_PROG_FULLSYNC



SOAFULLSYNCSETUPThefollowingstepsareneededtosetupSOAfulldatasync,usingSAD_TEST_SCRTY_FULLSYNCasanexample:

1. EventRegistration(Home>SetupSACR>SystemAdministration>Integrations>EventRegistry2. ClicktheRunNowbuttonontherowwiththeIntegrationModesetasFullRefresh.Thiswillpublishallthe

datafromtheunderlyingmessagerecordsoftheServiceOperationincontext:

Note:EventRegistryconfigurationsforallEIPsaredeliveredasscriptsaspartoftheFeaturePack2projectpackage.

SOACONFIGURATION

EVENTREGISTRATION

Navigation:Home>SetupSACR>SystemAdministration>Integrations>EventRegister.

ItismandatorythatalltheEIPsareregisteredinSOAEventRegistry.TheSOAEventRegistrationforCRM4HEisdeliveredandconfiguredasshownbelowtomakeanEffectiveDate/FullSyncReplay.

EIP ServiceOperation EventReplaySupport EFFDTFiltering

StudentStatusChange SSR_ACAD_PROG_SYNC EffectiveDated. Yes

SSR_ACAD_PROG_FULLSYNC EffectiveDated.FullRefresh. Yes

AcademicInstitutionSetup SSR_ACADINST_SETUP_SYNC EffectiveDated. YesSSR_ACADINST_SETUP_FULLSYNC EffectiveDated.FullRefresh. Yes

AcademicCampus SSR_ACADCAMP_SETUP_SYNC EffectiveDated YesSSR_ACADCAMP_SETUP_FULLSYNC EffectiveDated.FullRefresh. Yes

AcademicCareer SSR_ACADCAR_SETUP_SYNC EffectiveDated. YesSSR_ACADCAR_SETUP_FULLSYNC EffectiveDated.FullRefresh. Yes

AcademicProgram SSR_ACADPROG_SETUP_SYNC EffectiveDated. YesSSR_ACADPROG_SETUP_FULLSYNC EffectiveDated.FullRefresh. Yes

AcademicPlan SSR_ACADPLAN_SETUP_SYNC EffectiveDated. Yes



EIP ServiceOperation EventReplaySupport EFFDTFiltering

SSR_ACADPLAN_SETUP_FULLSYNC EffectiveDated.FullRefresh. YesAcademicSubPlan SSR_ACADSUBPLAN_SETUP_SYNC EffectiveDated. Yes

SSR_ACADSUBPLAN_SETUP_FULLSYNC EffectiveDated.FullRefresh. YesAcademicTerm SSR_ACADTRM_SETUP_SYNC EffectiveDated. Yes

SSR_ACADTRM_SETUP_FULLSYNC EffectiveDated.FullRefresh. YesExtOrg SCC_EXT_ORG_SYNC EffectiveDated. Yes

SCC_EXT_ORG_FULLSYNC EffectiveDated.FullRefresh. YesSchoolTypeSetup SCC_SCHL_TYPE_SETUP_SYNC EffectiveDated. Yes

SCC_SCHL_TYPE_SETUP_FULLSYNC EffectiveDated.FullRefresh. YesTestIDSetup SAD_TEST_SETUP_SYNC EffectiveDated. Yes

SAD_TEST_SETUP_FULLSYNC EffectiveDated.FullRefresh. YesTestComponentSetup SAD_TEST_COMP_SYNC EffectiveDated. Yes

SAD_TEST_COMP_FULLSYNC EffectiveDated.FullRefresh. YesTestSecuritySetup SAD_TEST_SCRTY_SYNC NA NA

SAD_TEST_SCRTY_FULLSYNC FullRefresh. NAAdmitTypeSetup SAD_ADMITTYPE_SETUP_SYNC EffectiveDated. Yes

SAD_ADMITTYPE_SETUP_FULLSYNC EffectiveDated.FullRefresh. Yes

AcademicInstitutionSecurity

SSR_SCRTY_INST_UID_SYNC NA NA

SSR_SCRTY_INST_UID_FULLSYNC FullRefresh. NA

AcademicCareerSecurity SSR_SCRTY_CAR_UID_SYNC NA NA

SSR_SCRTY_CAR_UID_FULLSYNC FullRefresh. NA

AcademicProgramSecurity SSR_SCRTY_PROG_UID_SYNC NA NA

SSR_SCRTY_PROG_UID_FULLSYNC FullRefresh. NA

AcademicPlanSecurity SSR_SCRTY_PLAN_UID_SYNC NA NA

SSR_SCRTY_PLAN_UID_FULLSYNC FullRefresh. NA

ApplicationCenterSecurity SAD_SCRTY_APPL_CTR_SYNC NA NA

RecruitmentCenterSecurity SAD_SCRTY_RECR_CTR_SYNC NA NA

TestScoreSync SAD_TEST_SCORES_SYNC NA NA

Prospect SAD_ADM_PRSPCT_DATA_SYNC NA NA

Applicant SAD_ADM_APPL_DATA_SYNC EffectiveDated. Yes

ServiceIndicatorSync SCC_SRVC_IND_SYNC NA NA

AdmissionInterestSync SAD_ADM_INTEREST_SYNC EffectiveDated. Yes

ExtraCurricularActivity SSR_EXTRACUR_ACTVTY_SYNC NA NA

ExternalAcademicData SAD_EXT_ACAD_DATA_SYNC NA NA

PersonSync SCC_PERSON_SYNC NA NA

ReferralSourceTable SAD_RFRL_SRC_SETUP_SYNC EffectiveDated. Yes

SAD_RFRL_SRC_SETUP_FULLSYNC EffectiveDated.FullRefresh. Yes

MappingBOID&EMPLID CS_STUDENT_BOID_SYNC NA NA

ForalltheabovelistedEIPs,EventNotificationprocessingisused.NoapplicationclassneedstobementionedintheSOAEventRegistration.

6.3.4 EVENTREPLAYMODEIntheEventRegisterpagesEventReplayModegroupbox,fortheIntegrationModecolumn,thereare3integrationmodeswiththefollowingoptions:

1. EffectiveDatedthismodesendsonlythecurrenteffectivedatedrowsofdatainthemessage.Itremovesfuturedatedrowsfromthecurrentmessagedata,andsendstheremainingdatatotheEffectiveDatedDelayTableSCC_EFFDELAY,thensendstheremainderofthemessage

2. FullRefreshthismodecompletelyreplacestheolddatawithalldatainthesourcerecords,andwouldnormallybeusedwhenthesystemisbeingsetupforthefirsttime.Thismodecausesalldatafromallthetableswhichareusedinthemessagestructuretobesent



3. IncrementalThismodeisnotyetimplemented

SOANOTIFICATIONHANDLER(FORCRMCS)Navigation:Home>SetupSACR>SystemAdministration>Integrations>NotificationHandlers

TheNotificationHandlerhasbeendeliveredconfiguredasshownbelow:

EIP ServiceOperation PackageName Path ClassID

T189Application CS_T189_ADM_APPL_SYNC CS_T189_ADM_APPL_SYNC : Subscription

Topics CS_STUDENT_TOPIC_SYNC CS_STUDENT_TOPIC_SYNC : CSStudentTopicSync

TestScoreSync SAD_TEST_SCORE_SYNC CS_TEST_SCORE_SYNC : CSTestScoreSync

BATCHPROCESSTABLEThefollowingtableliststhebatchprocessesthathavebeenconvertedintobatchreplayprocessesaspartofCRM4HE.Ifyouaremodifyinganyofthesebatchprocesses,andthemodificationinserts/updates/deletesdatainrecordslistedbelow,therewouldbeaCRM4HEEIPimpact.

Note:TheruncontrolpagesforthesebelowmentionedbatchprocesseswilldisplaytheoriginalprocessaswellasthenewBatch Replay job (original process plus the batch replay process). Selecting the original process would do the usualprocessingwithoutdatapublishing.Selectingthebatchreplayjobwoulddotheusualprocessingandpublishthedata.

BatchProcess ObjectModified

EIP(s)Published &RecordsImpacted

BatchReplayProcessName

ApplicationDeleteProcess ADAPPDEL.sqr SAD_ADM_PRSPCT_DATA_SYNCADM_PRSPCT_CARADM_PRSPCT_PROGADM_PRSPCT_PLANADM_PRSPCT_SBPLPRSPCT_RCR_CATSAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASAD_ADM_INTEREST_SYNCADM_INTRST_HDRADM_INTERESTS

EIPAPDEL






TS189SMP adappgen.sqc,adtrnacd.sqc,ccmntpd.sqc

SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASAD_TEST_SCORES_SYNCSTDNT_TESTSTDNT_TEST_COMPSSR_EXTRACUR_ACTVTY_SYNCEXTRACUR_ACTVTYSAD_EXT_ACAD_DATA_SYNCEXT_ACAD_DATAEXT_ACAD_SUMSCC_PERSON_SYNCPERSON_SASAD_ADM_PRSPCT_DATA_SYNCADM_PRSPCT_CARADM_PRSPCT_PROGADM_PRSPCT_PLANADM_PRSPCT_SBPLPRSPCT_RCR_CAT

Modifiedexistingprocesses:ADAPPPJ&ADCRMPST

ApplicationStatusUpdate ADMTLPGS.SQR SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CA

EIPPRGUP

AlternateProgramadditionprocess

ADALTPRG.sqr SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CA

EIPALTPR

SMPTestScore.CreateProspectsfromTestScores&CreateProspectsfromqueryprocess

AEs:SAD_CRT_PGM,SAD_PRS_CRT,SAD_TEST_PST,SAD_POST_LIB

SAD_ADM_PRSPCT_DATA_SYNCADM_PRSPCT_CARADM_PRSPCT_PROGADM_PRSPCT_PLANADM_PRSPCT_SBPLPRSPCT_RCR_CATSAD_ADM_INTEREST_SYNCADM_INTRST_HDRADM_INTERESTSSSR_EXTRACUR_ACTVTY_SYNCEXTRACUR_ACTVTYSCC_PERSON_SYNCPERSON_SASAD_TEST_SCORES_SYNCSTDNT_TESTSTDNT_TEST_COMP

SMPTestScore:EIPTSTPS.CreateProspectsfromTestScores&CreateProspectsfromQuery:EIPPRSP.






EDITS130TranscriptSrch/Post

adtrnpst.sqr,cccmntpd.sqc,adtrnacd.sqc

SSR_EXTRACUR_ACTVTY_SYNCEXTRACUR_ACTVTYSAD_EXT_ACAD_DATA_SYNCEXT_ACAD_DATAEXT_ACAD_SUMSAD_TEST_SCORES_SYNCSTDNT_TESTSTDNT_TEST_COMPSCC_PERSON_SYNCPERSON_SA

ModifiedexistingjobADTRNPJtoincludethebatchreplayprocess.

Applicationprogramupdate ADMPGPGS.sqr SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CA

EIPPGUPD

GraduationReporting srgrddrv.sqr SSR_ACAD_PROG_SYNCSTDNT_CAR_SEQACAD_PROGACAD_PLANACAD_SUBPLAN

ModifiedexistingjobSRGRDDRJtoincludethebatchreplayprocess.

MassReplaceSecurity AE:SCC_SCRT_UPD

SSR_SCRTY_INST_UID_SYNCSCRTY_TBL_INSTSSR_SCRTY_CAR_UID_SYNCSCRTY_TBL_CARSSR_SCRTY_PROG_UID_SYNCSCRTY_TBL_PROGSSR_SCRTY_PLAN_UID_SYNCSCRTY_TBL_PLANSAD_SCRTY_APPL_CTR_SYNCSCRTY_APPL_CTRSAD_SCRTY_RECR_CTR_SYNCSCRTY_RECR_CTR

EIPSECRP

QuickAdmitBatchApps adappgen.sqc SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASAD_ADM_PRSPCT_DATA_SYNCADM_PRSPCT_CARADM_PRSPCT_PROGADM_PRSPCT_PLANADM_PRSPCT_SBPLPRSPCT_RCR_CAT

EIPQCKAD

CreateApplicantsfromTests.GenerateTestScoreApplicantData.

adappgen.sqc SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CA

EIPTSAPP






ProspectDeleteProcess adprsdel.sqr SAD_ADM_PRSPCT_DATA_SYNCADM_PRSPCT_CARADM_PRSPCT_PROGADM_PRSPCT_PLANADM_PRSPCT_SBPLPRSPCT_RCR_CATSAD_ADM_INTEREST_SYNCADM_INTRST_HDRADM_INTERESTS

EIPPRSDL

UCASPostProcess AE:SAD_UC_IMPAP

SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CA

EIPUCAS

SMPTAC AE:SAD_TCPSTANZ,TAC_POST_LIB

SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASCC_PERSON_SYNCPERSON_SA

EIPTAC

CBAPPostProcess AE:SAD_CPST_AE


EIPCBAP

PopulationUpdate AE:SCC_POP_UPD


EIPPOPUP

RecruiterAssignment adasgrec.sqr SAD_ADM_PRSPCT_DATA_SYNCADM_PRSPCT_CARADM_PRSPCT_PROGADM_PRSPCT_PLANADM_PRSPCT_SBPLPRSPCT_RCR_CAT

EIPRCASG

ATPLoad ccatppst.sqr SCC_EXT_ORG_SYNCSCC_EXT_ORG_VW2EXT_ORG_TBLORG_LOCATIONORG_LOC_PHONESORG_CONTACTORG_CNTCT_PHNORG_DEPTORG_DEPT_PHNEXT_ORG_TBL_ADM

EIPORG






CreateServiceIndicatorsProcessPeople

AE:SCC_SI_ASSN SCC_SRVC_IND_SYNCSRVC_IND_DATA

EIPSIASG

ReleaseServiceIndicatorsProcessPeople

AE:SCC_SI_RELS SCC_SRVC_IND_SYNCSRVC_IND_DATA

EIPSIRLS

StudielinkInbound AE:SAD_SL_IN SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASSR_ACAD_PROG_SYNCSTDNT_CAR_SEQACAD_PROGACAD_PLANACAD_SUBPLAN

EIPSTDLN

ActivateApplicants ADPCPPRC.cbl SSR_ACAD_PROG_SYNCSTDNT_CAR_SEQACAD_PROGACAD_PLANACAD_SUBPLAN

ADPCPPRJ

StudentFinancialsSubsystemGroupPostingProgram

SFPQDPST.cbl SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASSR_ACAD_PROG_SYNCSTDNT_CAR_SEQACAD_PROGACAD_PLANACAD_SUBPLAN

SFGRPEIP

SFCreditCardPayments SFPCRCRD.cbl SAD_ADM_APPL_DATA_SYNCADM_APPL_DATAADM_APP_CAR_SEQADM_APPL_PROGADM_APPL_PLANADM_APPL_SBPLANADM_APPL_RCR_CASSR_ACAD_PROG_SYNCSTDNT_CAR_SEQACAD_PROGACAD_PLANACAD_SUBPLAN

SFCRDEIP



APPENDIXIV SECURITYROLEEXAMPLESHypotheticalCRMRole/HE

Role

Responsibilities

AccessibleSectionswithin360degree

view

Nodeswithin360degreeview

ITHEAgent TheITHEagentisresponsibleforrespondingtoITcases.Note:OnActionsDropdownonlyAddCasesandAddServiceOrdersshouldbevisibleinthedropdown.

Notapplicableforthisuser

(ITTree)GlobalCasesCasesAssetsServiceOrdersChangeRequestsWorkOrdersDefectsInteractions

CSCRMHELevelOneAgent

TheHEAgent(Level1)isasupportagentwhoisresponsiblefornonITcasesandprovidingsolutions(directlyorindirectly)tocasesthatareraisedbyconstituentandstaff.

ProfileChecklistCommunicationsCommentsAdmissionsAcademicsTransferCreditsTranscriptRequestContributorRelationsAffiliationsRecruiting

(SupportTree)GlobalCasesCasesInstalledProductsLeadsOpportunitiesMarketingActivitiesEventsInteractions

CSCRMHELevelTwoAgent

TheHEAgent(Level2)isablendedagentwhoisresponsibleforrespondingtobothITandnonITcasesandprovidingsolutions(directlyorindirectly)tocasesthatareraisedbyconstituentsandstaff.Thisisasuperuserandhasaccesstoallsectionsandnodeswithin360.

ProfileChecklistCommunicationsCommentsAdmissionsAcademicsTransferCreditsTranscriptRequestFinancesFinancialAidContributorRelationsAffiliationsRecruiting

(BlendedTree)GlobalCasesCasesInstalledProductsAssetsServiceOrdersChangeRequestsWorkOrdersDefectsLeadsOpportunitiesMarketingActivitiesEventsInteractions

HEBlendedAgent

TheHEBlendedAgentisresponsibleforbothITCasesandNonITCases.Theydonothaveaccesstofinancialinformation.

ProfileChecklistCommunicationsCommentsAdmissionsAcademicsTransferCreditsTranscriptRequestContributorRelationsAffiliationsRecruiting

(BlendedTree)GlobalCasesCasesInstalledProductsAssetsServiceOrdersChangeRequestsWorkOrdersDefectsLeadsOpportunities



HypotheticalCRMRole/HE

Role

Responsibilities


view


MarketingActivitiesEvents/Interactions

HEAdministrator

TheHEAdministratorwhoisresponsibleforHErelatedsetups.Thisisasuperuserandhasaccesstoallsectionsandnodeswithin360.



CSCRMFinancialAidOfficer

FinancialAidOfficerprovidesguidancewithgrants,loans,bursariesandscholarshipstoprovideforthepaymentoftuitionandotherexpensesincidentaltoattendanceatinstitution.

ProfileChecklistCommunicationsCommentsAdmissionsAcademicsTransferCreditsFinancesFinancialAidAffiliations


CSCRMHERecruiter

Recruiteranswersquestionsorissuesfromconstituent.

ProfileChecklistCommunicationsCommentsAdmissionsAcademicsTransferCreditsFinancialAidContributorRelationsAffiliationsRecruiting

(SupportTree)GlobalCasesCasesInstalledProductsLeadsOpportunitiesMarketingActivitiesEventsInteractions(HERecruitercanseeLeadsandOpportunitiesassignedtohimonly)

CSCRMFundraiser

Fundraiserwhosolicitsfinancialcontributionsfromconstituents(usuallyalumni)fortheinstitution.

ProfileChecklistCommunicationscommentsContributorRelationsAffiliations




HypotheticalCRMRole/HE

Role

Responsibilities


view


Advisor,Student,Instructor

StudentaccessestheHESelfServiceapplicationtologcases,viewcasesandsearchforsolutionsandFAQs

Only self serviceaccess.Doesnotaccess360degreeview

N/A

HEStudent

StudentaccessestheHESelfServiceapplicationtologcases,viewcasesandsearchforsolutionsandFAQs


N/A

HEFacultyMember

FacultyMemberorStaffaccessestheHESelfServiceapplicationtologcases,viewcasesandsearchforsolutionsandFAQs


N/A

HEAdminforallofCRMHE

Thisrolewouldbeabletoaccesssetupcomponentsandtransactionalpages





APPENDIXV TROUBLESHOOTINGTIPSCommonError,ExceptionsandtheirResolutions

1. Configurationerror:

Sectionsimpacted:Checklists,Communications,Comments,FinancialAid,andContributorRelations.

Somesectionsdisplayedinthe360degreeviewneedconfigurationdefinedintheConfigureIntegrationspagetowork,inabsenceofaconfigurationtheywillthrowadefinedexceptionontheUITheConfigureIntegrationFiltershavenotbeendefinedinCampusSolutions.

DefinetheconfigurationforthesesectionsascoveredinSection3.12ConfigurationPage.

2. InstitutionSetSetupError

SectionsImpacted:Finances

TheFinancessectionrequiresanInstitutionSettobemappedtothecurrentuser.Intheabsenceofthismapping,adefinedexceptionisthrown:UnabletodeterminetheBusinessUnitsasInstitutionSetfieldhasnotbeensetupforOPRID:'XYZ".

3. GenericSectionError

SectionsImpacted:Any

IncaseofagenericSQL/PeopleCodeerrorinasection,allotherworkingsectionsarefetchedandtheparticularsectiondisplaysthesummaryoftheerrorasshownbelow

EnableandViewtheCSSOAFrameworklog,toanalyzethepointandcauseoferror.



APPENDIXVI BatchPublishEIPsWhenviewingaProcessSchedulerRequestpage,manyprocesseswillnowhavetwoversions,asshownbelow:

Drillingdownonthejobrevealsitincludestheoriginalprocessplusanotherbatchreplayprocess:

AllprocessesimpactedbyCRM4HEEIP'swillhavethispublishjobinadditiontotheexistingprocess.Thisisreferredtoasthebatchdelaymodel.Batchprocessesmayupdatemorethanonerowatatimeandcouldprocessalargenumberofrows.Hence,insteadofsendingoneXMLmessageperrow,oneconsolidatedXMLmessageiscreatedforallrowsimpactedbythebatchprocessandsenttoCRM,whichimprovesperformance.

TheBatchPublishmodeisusedwhendataiscreated,updatedordeletedthroughbatchprocesseslikeApplicationEngine,SQRorCOBOLprograms.Thiscontrastswiththeonlinemodeofpublishing,whichisusedwhendataiscreated,updatedordeletedfromonlineComponentsorComponentInterfaces,suchasapageintheCSapplication.Itdoesrealtimepublishingofdatathatiscreated,updatedordeletedbyanybatchprocessCobol,SQRorApplicationEngine.

Themainprocesswill,whilecreatingdatainanapplicationtable,alsowritearowofdataintheBatchDelaytablewhichwillbeusedbytheBatchReplayprocesstofetchtheactualdatafromtheapplicationtablesandpublishtheminanXMLmessage.

AnotherimportantdistinctionbetweentheordinaryprocessandthebatchreplayprocessishowtheyhandleEIPs.Intheexampleshownabove,theApplicationDeleteprocessADAPPDELonlydeletestheapplicationsandinsertsrowsintothebatchdelaytableifCRM4HEisenabledwhereastheEIPAPDELjobrunstheADAPPDELprocessandalsopublishesEIPsaspartofthesecondprocessinthejob.

EIP'ssynchronizecertainsetupandtransactionalentitieswithCRM,andtherearetwodistinctentrypointsforthisdata:

OnlineUI BatchProcesses

TriggeringEIP'sfromtheonlineUIisstraightforward,butbatchprocessesarecomprisedofonlineobjects(ApplicationEngines),codelineobjects(SQR's,COBOLs)andintegrationPeopleCodewhichcannotbeusedincodelineobjects.TostreamlinetheEIPtriggersacrossallbatchprocesses,theSOAFramework'sBatchDelayModelisused.Wheneveran



Add/Update/Deleteoperationisperformedonthesesharedentities,anentryismadeinthebatchreplaytable.ItstoresenoughinformationtoconstructanXMLmessage(likeprocessinstance,recordnames,keyvaluesandauditaction).Thebatchdelayprocessiscoupledwiththisimpactedprocessasajob,whichpicksuptherowsinbatchdelaytableandformstheXMLmessagefortransmissiontoCRM.Thebatchdelaytableholdstheserowsforthebatchdelayprocesstopickup,andthentheyarepurged.

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