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Enterprise Managing CAMS Enterprise

Three Rivers Systems, Inc.

Published: 06 November 2012

Abstract

This document is designed to provide you with information necessary to maintain, update, troubleshoot and manage

CAMS Enterprise as the CAMS Manager. It will provide answers and direction to the most common subjects that a CAMS

Manager may receive. Additionally, it will help you better prepare your CAMS Enterprise users on how to work with the

system, what to expect, how to help you support the software and guide them to be more self-supporting. It will explain

how to work with Three Rivers Systems’ tech support to get the best solutions and quickest answers to any issues that

may arise.

CAMS Enterprise – Managing CAMS Enterprise

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Disclaimer

Three Rivers Systems, Inc. makes no representation or warranties with respect to the contents or use of this guide. Further, Three Rivers Systems, Inc. reserves the right to revise this guide and make changes to its contents at any time without obligation to notify any person or entity of such revisions or changes. In no event will Three Rivers Systems, Inc. be liable to buyer or any other party for any damages, including any lost profits, lost savings, or other special incidental or consequential damages arising out of the use of or inability to use such product, even if Three Rivers Systems, Inc. has been advised of the possibility of such damages, or for any claim by any other party. © 2012 Three Rivers Systems, Inc. All rights reserved. All company and product names included in this site may be trademarks or registered trademarks of their respective companies. The information contained in these pages is subject to change at any time without prior notice.


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Table of Contents

CAMS Enterprise Security ............................................................................................................................ 4 Workstation Set Up ....................................................................................................................................... 5

Operating System ..................................................................................................................................... 5 Regional Settings Date Selection ............................................................................................................. 5 Internet Explorer Setup ............................................................................................................................. 6 Set Refresh Rate ...................................................................................................................................... 6 Tabbed Browsing ...................................................................................................................................... 8 Trusted Sites ............................................................................................................................................. 9 Security Settings ..................................................................................................................................... 11 Pop-up Blocking ...................................................................................................................................... 12 Run ActiveX.asp ..................................................................................................................................... 14 Crystal Reports Viewer ........................................................................................................................... 15

User Accounts ............................................................................................................................................. 16 Troubleshooting .......................................................................................................................................... 17

Before Submitting a Helpdesk Ticket ..................................................................................................... 17 Helpdesk ..................................................................................................................................................... 21 Copy the CAMS Enterprise Database – SQL 2005 .................................................................................... 25 SMTP Setup for CAMS Enterprise and Portals .......................................................................................... 27 Updates ....................................................................................................................................................... 33

CAMS Enterprise Updates...................................................................................................................... 33 CAMS Enterprise Portal Updates ........................................................................................................... 35 SSI Files.................................................................................................................................................. 36

Web Services .............................................................................................................................................. 37 Updated Files .......................................................................................................................................... 40 Update Utility .......................................................................................................................................... 40

Additional Portal Information ....................................................................................................................... 43 Student Portal Registration Messages ................................................................................................... 43 Registration Page Include Files .............................................................................................................. 43

User Guides ................................................................................................................................................ 44 Reports ........................................................................................................................................................ 45 Server Failure .............................................................................................................................................. 46 Financial Aid ................................................................................................................................................ 47

Query Objects ......................................................................................................................................... 47 Index ............................................................................................................................................................ 48


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CAMS Enterprise Security

HTTP vs. HTTPS

By default when CAMS Enterprise is installed it is created as an HTTP website or virtual directory on the IIS server. This means that security for the data is dependent on the security of the IIS server. Access to CAMS Enterprise should be limited to access via the local network or via a VPN if accessing from off-campus.

The CAMS Enterprise website can be converted to an HTTPS site, which creates an additional level of security. To do this, CAMS Enterprise would have to be setup as a separate website, with an IP address and not as a virtual directory. You will also have to obtain and install an SSL certificate.

After you setup the separate website, you will then go to the properties of the website and turn on port 443 and setup the host header, for example, ecams.myuniversity.edu.

Additionally, you will have to change HTTP to HTTPS in all locations that it appears in the global.asa file in the CAMS Enterprise root directory and in the CAMSLicenses table of the CAMS_Administration SQL database.

CAMS Enterprise Users

There should be only one user account per person and they should not log into CAMS Enterprise on more than one workstation at a time as this could cause data errors. CAMS Enterprise also keeps track of user activity by their CAMS User account so accounts should not be shared.

CAMS Enterprise Off-Campus Access

It is not recommended to allow CAMS Enterprise to be accessible from outside of the institution’s network, whether it is using HTTPS or not. Three Rivers Systems, Inc. recommends that access to CAMS Enterprise from outside of the network utilize a Virtual Private Network (VPN) where the user can access the network first and then CAMS Enterprise.

Code Injection

In conjunction with available SQL and IIS security features, the CAMS Enterprise portals are also designed to prevent Code Injection, which helps prevent the portals from being hijacked or hacked.


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Workstation Set Up

Each workstation must be set up to run CAMS Enterprise. You will need to run the following procedures on every workstation to be used for CAMS Enterprise. Only Internet Explorer can be used with CAMS Enterprise.

Short Date setting in Regional Options

Set up Internet Explorer

Create CAMS Enterprise as a trusted site

Apply security settings

Set refresh rates

Run ActiveX controls

Operating System

It is important that the latest service packs for your Windows Operating Systems has been downloaded from Microsoft and installed on the workstation.

Regional Settings Date Selection

To log into CAMS Enterprise, the correct "Short date" format must be selected in the Regional and Language Options (accessed from the Windows Operating System Control Panel) for each workstation. Some "Short date" formats require an English language selection as the month is abbreviated such as "Jan", "Feb", etc. The following "Short date" formats are allowed when using CAMS (note that the formats may be listed in either upper or lower case in the "Short date" drop-down):

mm/dd/yyyy

mm/dd/yy

yyyy/mm/dd

yyyy-mm-dd

yyyy.mm.dd

dd/mm/yyyy

dd-mm-yyyy

dd.mm.yyyy

dd/mmm/yyyy (requires English language selection)

dd-mmm-yyyy (requires English language selection)

dd.mmm.yyyy (requires English language selection)


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If a "Short date" format other than one of the above is set, the user will not be able to log into CAMS. They will receive a message that they have an invalid short date format set in their computer's Regional settings that is not allowed.

Figure 1: Invalid Short date format message

Internet Explorer Setup

Installing the proper version of Internet Explorer is critical on all client workstations. CAMS Enterprise requires a minimum of Internet Explorer 7.0 or higher with latest updates. As part of the setup, CAMS must be identified as a “Trusted Site” and defined in the security settings in the Internet Options window.

Set Refresh Rate

This setting determines when a page is refreshed in your Internet browser. As a standard practice, Internet Explorer will cache browser pages. Unless provisions are made to check the server for the most updated version, the browser will reuse the page stored in cache. For this reason, have IE check for newer versions of these stored pages every visit to the page.


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Step-By-Step: Setting Refresh Rate

1. In Internet Explorer, open Internet Options. (Tools >Internet Options).

2. In the Browsing History section, click Settings.

Figure 2: Browsing History Settings

3. Select Every time I visit the webpage and set the Disk space to use to at least 1000 MB. Click OK.


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Tabbed Browsing

CAMS Enterprise makes use of pop-up windows. If pop-ups are loaded into a new tab, CAMS-initiated navigation will not work. For this reason, Internet Explorer 7 and higher will need to be configured to open pop-ups in a new window rather than in a new tab.

Step-By-Step: Setting Tabbed Browsing

1. Open the Internet Options dialog box in Internet Explorer by clicking Tools >Internet Options.

2. In the Tabs section click Settings.

Figure 3: IE 9 Tabbed Browsing Settings

3. In the “When a pop-up is encountered:” section select Always open pop-ups in a new window.


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Trusted Sites

Step-By-Step: Add CAMS Enterprise as a Trusted Site

As part of the setup, CAMS must be identified as a “Trusted Site” and defined in the security settings in the Internet Options window.

1. Open the Internet Options dialog box in Internet Explorer by clicking Tools >Internet Options and click the Security tab.

Figure 4: Internet Options

2. Click the Trusted sites icon.

3. Click the Sites button to access the site entry form.

4. Enter the name of your site where CAMS Enterprise is located. This will be in the format of “http://yourserver/CAMSEnterprise” as a default. Check with your administrator for verification of site name.


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5. Uncheck the box labeled “Require server verification (https) for all sites in this zone” unless you have configured CAMS Enterprise as an HTTPS website.

Figure 5: Trusted Sites

6. Click Add and then OK to save entry.


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Security Settings

Step-By-Step: Setting Security Settings

1. The next step is to define your IE security settings. Upon saving your trusted site entry, you will be returned to the Internet Options dialog box.

2. With the Security tab still chosen and Trusted Sites still selected, click the Custom Level button to access the Security Settings. Make sure the Trusted Sites icon is still selected.

3. Under “Reset custom settings”, select Low from the drop-down list and click Reset.

Figure 6: Security Settings


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Pop-up Blocking

CAMS Enterprise uses pop-up software technology. Any software installed on a workstation that prevents pop-up advertising will also prevent CAMS from running correctly. If you do install anti-popup software on your workstation make sure you allow the CAMS Enterprise site to use pop-ups.

Step-By-Step: Turn off Pop-up Blocker

1. Open the Internet Options dialog box in Internet Explorer by clicking Tools >Internet Options and click the Privacy tab.

Figure 7: Privacy tab

2. Ensure the check mark is blank for Turn on Pop-up Blocker or, if checked, ensure pop-ups are allowed for your CAMS Enterprise site.

Note: The InPrivate section in IE 8 and later can be set as desired however Private Browsing should NOT be used when using CAMS Enterprise.


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Step-By-Step: Setting Advanced Settings

There are settings that must be set on the Advanced tab to ensure that CAMS Enterprise runs correctly.

1. Check Display a notification about every script error. This will alert users if there is an error with CAMS Enterprise and will prevent data loss.

Note: if this computer is used to access the Internet you can opt not to display script errors as you may encounter many script error pop-up notices while browsing the Internet. Notifications of script errors will then only display as a warning in Internet Exporer status bar.

Figure 8: Debugging Settings

2. Uncheck Show friendly HTTP error messages. This will display a specific message about the error.

Figure 9: Show Friendly Error Messages


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3. Check Empty Temporary Internet Files folder when browser is closed. This will clean out the cache and insure that users will receive the most up-to-date files when launching CAMS Enterprise.

4. Do not check Do not save encrypted pages to disk if using SSL to access CAMS Enterprise.

Figure 10: Empty Temporary Internet Files

5. Click OK to close the Internet Options dialog box.

Run ActiveX.asp

Prior to running CAMS Enterprise for the first time, run the ActiveX.asp file. Doing so will download all ActiveX controls at one time. The alternative is to download each one individually at the time the windows are accessed in the program. If this alternative is chosen, each time you access a window containing an ActiveX control that has not yet been downloaded, you will be prompted to do so. Because most prefer not to deal with the prompts and individual downloads, running the ActiveX.asp file is the option most used.

Warning: The user logged in to this computer must have administrative rights to the local machine to install ActiveX and Crystal Viewer on the workstation. Once the objects are loaded they do not have to be loaded again by each user.

Note: Using Windows Vista and above, User Account Control must be turned on when running ActiveX.asp; it can be turned off after installing ActiveX components if desired. When using Windows 7, you must install ActiveX logged in as a user with administrative rights to the local machine other than the built-in Administrator account.


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Step-By-Step: Install ActiveX Components

1. Type the following URL in to your browser address. Supply your institution’s server name and virtual root:

http://your server/your virtual root/activex.asp

Figure 11: ActiveX Installation Window

2. Click the Click to Install CAMS Components to begin installation of the ActiveX controls. The actual process is very short and is completed when you receive the status of “Done” in the bottom left corner of your browser.

Crystal Reports Viewer

In addition to installing the ActiveX Controls to run CAMS Enterprise (as previously described), the Crystal Reports Viewer requires its own ActiveX Control.

Step-By-Step: Install ActiveX Components

1. Click Click to Install Crystal Report Viewer.

2. This process runs very quickly. A white box will open during the process. If the white box does NOT have a red X in the upper left corner and displays a report, the process has completed successfully.


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User Accounts

Refer to the CAMS Manager manual User Administration section for detailed instructions on creating and maintaining user accounts in CAMS Enterprise.

User access is cached in CAMS Enterprise to allow faster login. If a user cannot access modules that they clearly have read or read / write access to, then you can clear out the CAMSMenu SQL table. When the user next accesses CAMS Enterprise their access menu will be rebuilt and should resolve any access issue.


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Troubleshooting

Troubleshooting CAMS Enterprise issues should be the first option a CAMS Enterprise manager does to ensure a quick resolution. One option is to check the Troubleshooting in CAMS manual or the online help under Troubleshooting.

Note: If the issue is major, such as no one can log into CAMS Enterprise or your server crashed, a ticket is not immediately necessary. You can always call Three Rivers Systems, Inc. directly and report major issues. The phone number is 636 386-8616.

Before Submitting a Helpdesk Ticket

When an issue arises with CAMS Enterprise the first step that needs to be done is recognize that there is an issue. The second step is to determine what kind of issue it is. The third step is to report it with as much detail as possible.

Recognize that there is an issue.

If the user does not know there is an issue they may still continue to work in CAMS Enterprise and begin to lose the data that they have entered. This will result in extra time for the CAMS Manager and Three Rivers Systems, Inc. tech support to figure out why CAMS Enterprise didn’t save the data. To ensure the user realizes there is an issue you must make sure that their workstation is correctly set up as specified in Workstation Setup on page Error! Reference source not found.Error! Bookmark not defined..

What kind of issue is it?

If an issue occurs the user must determine what kind of issue it is to help determine what to do.

If a debug dialog box appears then this is probably an Internet Explorer issue or coding issue. If a business logic error occurs it could be a programming issue. Business logic errors are recorded under CAMS Manager >View Error Log and listed by day and user who had the error.


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If either of these errors display then there are steps that need to be completed to verify the extent of the error.

If the issue displays no error it may be related to programming or the way the user understands how to use CAMS Enterprise.

Figure 12: Debug Error

Figure 13: Business Logic Error

Verify the error.

1. Close all error dialog boxes and log all the way out of CAMS Enterprise.

2. Log back into CAMS Enterprise and repeat all the steps that were taken before the error appeared.

3. If the error does not appear again then the probable issue was that the user was disconnected from the server for whatever reason. Probably nothing that the user did, just that they could no longer ‘talk’ with the server. The user can continue to work in CAMS Enterprise without issue.

If the error does reappear then it is definitely an issue but is it only to that machine, all machines or in CAMS Enterprise itself?


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Troubleshoot error issues.

1. Conduct the same steps on another user’s computer. If the error doesn’t appear then the original computer may have the issue.

2. You will need to determine what is different about the software installation on that computer. You may eventually have to rebuild that computer to resolve the issue.

3. If the second computer can duplicate the issue then it should be reported to Three Rivers Systems, Inc.

Troubleshoot non-error issue.

1. Verify with the user manuals and online help that all the steps are being completed correctly. Ensure that the correct way of closing screens is being followed.

2. Determine if only certain variations of steps cause the issue.

3. Determine if specific data entry items or specific students are causing the issue.

4. Keep track of all troubleshooting steps that were taken and then report the issue to Three Rivers Systems, Inc.

Report the issue to Three Rivers Systems.

When an issue needs to be reported to Three Rivers Systems, Inc. it needs to be complete, with as much specific details as possible and all the steps taken to troubleshoot the issue.

1. This needs to be reported via the institution’s CAMS Manager to ensure a central person at the institution is familiar with all issues.


2. The CAMS Manager can report the issue via the CAMS Enterprise Helpdesk at http://cehelpdesk.threerivers-cams.com/cehelpdesk. If there was a business logic error, be sure to send the detail from the View Error Log.

3. The CAMS Manager can also report the issue, including screen shots via email but the email should reference a helpdesk ticket number.

4. Include in the helpdesk ticket all collected information from the troubleshooting steps, including for example, what term, some example students, name of the report, exact pages that the error occurred on, the exact steps to get to the error (each click should be reported), portal logins, etc.

Note: It is very important that as much information as possible is given as this will speed up the resolution of the issue.

5. If additional information is requested by Three Rivers Systems, Inc. the CAMS Manager needs to keep track of that via the ticket and ensure that a prompt response is provided. If no response is received back from the CAMS Manager after several requests for more information the ticket may be closed without resolution.


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6. If the issue resolves itself or the cause of the issue is discovered by the institution before Three Rivers Systems, Inc. has responded to the ticket or is working on the ticket please let Three Rivers Systems, Inc. know that it has been corrected so the ticket may be closed.

By following these steps the majority of issues can be resolved quickly and usually by the institution.


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Helpdesk

The CAMS Enterprise helpdesk application can be accessed from https://helpdesk.threerivers-cams.com/ceOnTime/.


When entering information into a helpdesk ticket you must ensure you include as much detail as possible.

Some questions that should be answered when submitting the ticket:

Who was the user?

What were the exact steps the user took to receive the error?

Does the student, faculty, or alum have all three active address types, home, local, and billing?

Was the error duplicated after troubleshooting it?

What troubleshooting was done before putting in the ticket?

What page did the error occur on?

What is the exact error message?

What did the CAMS Manager >View Error Log report?

What criteria was used for the BYOR?

Exactly what report was selected? Was the report customized?

What students are on the report correctly and which ones should not be on the report?

What students are missing from the report?

Do you have any customized triggers on the SQL tables?

Are your portals up-to-date?

Are your portals on a different server than the IIS server?

What is the URL of the portal?

What term was used?

What is the faculty and/or student portal login information?

What course, test, forum, etc?

Is there any other information that you think is relevant?

Failure to provide this information can result in delays in resolving the issue for you and your users.

https://helpdesk.threerivers-cams.com/ceOnTime/


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Step-By-Step: Log into the Helpdesk

1. Log into the CAMS Helpdesk. Your email address is your helpdesk logon.

Figure 14: Log into Helpdesk

Note: If you forget your password click the Forgot Password link. Enter your email address, which is your helpdesk logon, and click the Retrieve button. Your password will be emailed to you.

Figure 15: View Incidents

2. All current tickets for your institution will display. Use the filters at the top of the list to modify your view. From this location you will be able to view the status, add additional notes to the ticket, and create new tickets.


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Step-By-Step: Review Helpdesk Incidents

We make every effort to ensure that problem tickets are handled quickly and a solution is provided as soon as possible. A majority of time additional information is required by us and that request is entered into the ticket.

When a technician requests more information they will email you via the helpdesk email system. Upon receiving an email from Three Rivers Systems Support requesting information or providing instructions, you may simply reply to the helpdesk email. Please do not change the subject line. Your reply will be logged in the helpdesk ticket as a response and notify us that you have replied.

It is also your responsibility to ensure that your tickets are getting resolved quickly. If you have a question about a ticket you can add more information or ask a question directly in the ticket or by replying to the last email received from the helpdesk for that ticket.

Figure 16: Institution Incidents

1. To review a ticket locate and double-click on it to open it.

Figure 17: Reviewing a Ticket

2. Any information from Three Rivers Systems, Inc. will be located in the Notes section.

3. To respond to requests, click the Edit button at the top-left of the window then click the Stamp button next to the Notes field and enter your response in the Notes field.

Three Rivers Systems, Inc. will receive your response and continue to work on the issue. Upon receiving an email from Three Rivers Systems Support requesting information or providing instructions, you may simply reply to the helpdesk email. Your reply will be logged in the helpdesk ticket as a response and notify us that you have replied..


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Step-By-Step: Create Helpdesk Incidents

When an issue comes up in CAMS Enterprise you should always report it via the helpdesk system. This alerts several departments at Three Rivers Systems, Inc. to the problem so action can begin to resolve it. If you were to send an email only to your Project Manager and they were out that day then no one else would know your institution had a problem and that would delay the resolution.

1. After logging in click the Submit a new support ticket button (red “+” sign overlaid with a green “+” sign) to add a new support ticket and a blank incident form displays.

Figure 18: Enter a New Incident

2. Enter all pertinent information regarding the support issue. Note that the fields that are bolded are required fields. Click the Stamp button next to each field and enter your notes below the time stamp.

Use the Description box to provide an explanation of the issue you are experiencing or the request you are submitting.

Use the Replication Procedures box to provide specific detail how the issue occurred. Such information will include criteria used, steps taken, etc.

Click Save or Save and Attach File if you wish to submit an attachment with the incident.


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Copy the CAMS Enterprise Database – SQL 2005

The first step in copying the college database to the training database is to back up the college database. You will then delete the existing training database and restore the college database to the training database. This will create the new training database as a current copy of the college database.

Step-By-Step: Copy the College Database to the Training

Database using SQL 2005.

1. Open SQL Server Management Studio. You may have to log in so ensure you have a valid account that has SA rights.

2. Right click on the CAMS_Enterprise_Test database and select Properties. Highlight Files and write down the path for the Database files.

3. Click Cancel.

4. Right click on the CAMS_Enterprise database and select Tasks >Back Up… The Back Up Database window displays.

5. Ensure that the correct database is selected as source and that the Backup type is Full.

6. Name the backup so you’ll be able to identify it later.

7. In the Destination section add the location to where you want the back up to go. By default it is Drive:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL \Backup\<filename>.

8. Click Options and select the options that are necessary.

9. Click OK.

10. Right click on the CAMS_Enterprise_Test database and select Delete. This will remove the old training database and allow the backed up college database to take its place.

11. Right click on the CAMS_Enterprise database and select Tasks >Restore >Database.

12. In the To database field enter CAMS_Enterprise_Test. Ensure that spelling is correct.

13. Select From device and click the ellipse to navigate to the backup file. Find and highlight the backup file and click OK. Click OK again.

14. Select the Restore checkbox next to the backup file.

15. Click Options and select Overwrite the existing database.

16. Ensure that the restored files will be going to the correct location as determined when you selected the CAMS_Enterprise_Test properties in step 2. You can modify these directly in the grid.

17. Click OK.

18. The CAMS_Enterprise_Test database will be created and be ready for use.


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After copying the college database to the training database, you must generate the SSI files and truncate the CAMSUserMenuCache on the training database.

To Truncate the CAMSUserMenuCache:

Run this SQL statement on the CAMS_Enterprise_Test database:

truncate table CAMSUserMenuCache

To generate Glossary/Reference SSI Files:

From CAMS Manager >Lookup Table Options >Table Maintenance >Generate SSI Files tab, select either the Generate Glossary SSI or Generate Reference SSI button. A prompt will be displayed asking you to confirm that you wish to continue with the process. You will need to do both.

To Generate FERPA Warning SSI File:

From the CAMS Enterprise Home page, click CAMS Manager >Configuration. The Configuration screen opens and automatically regenerates the FERPA Warning SSI file.

To Generate Financial Aid Award Reference SSI Files:

From the CAMS Enterprise Home page, click Financial Aid >Setup >Award Reference. The Award Reference List screen opens.

Click Generate. The Award Reference SSI Files are regenerated.

To Generate Campaigns Reference SSI Files:

From the CAMS Enterprise Home page, click Development >Setup >Campaigns/Memorial.

A change to any item must be made to regenerate the Campaigns Reference SSI Files. For example, open up a campaign for edit and change any field, then reset it back to its original value.

Click Save or close the window to regenerate the SSI files.

To Generate Housing SSI Files:

From the CAMS Enterprise Home page, click Housing >Setup >Rooms. The Housing Rooms Setup window opens.

Close the Housing Rooms Setup window and the Housing SSI Files will automatically regenerate.


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SMTP Setup for CAMS Enterprise and Portals

This information is intended to help prevent emails from CAMS and portals from being considered spam. There are three methods to choose from when setting up CAMS Enterprise and/or the portal servers to send email. Choosing which of these to apply will help institutions reduce the occurrences of these emails being flagged as spam, and help to ensure that the intended recipients receive emails generated through CAMS.

All “from” addresses should be domain emails. For example, if the school’s email domain is myshcool.edu, then all address should be of the format [email protected]. CAMS User email addresses, faculty email addresses, and various configuration pages/global.asa values should all use the school email domain.

Method 1: Recommended Method – This is the best method to prevent mail from being considered spam as well as fastest method.

o Requires SMTP service to be installed on CAMS server/portal

server.

o Requires Smart host to be configured in SMTP on CAMS

server/portal server.

o Requires port 25 to be open between CAMS server/portal server and

mail server

o Requires mail server to allow relays from CAMS server/portal server.

Note – if this action is not completed properly, CAMS Enterprise and

the portals will not successfully send emails.

o SMTP Server (smart host) value NOT populated in CAMS

Configuration and CAMS Portal Configuration.

o See below for setup and network diagram

Figure 19: General CAMS configuration page

mailto:[email protected]


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Figure 20: CAMS Portal Misc configuration page

Figure 21: Smart host configured in SMTP on CAMS server – Right click and select Properties


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Figure 22: Default SMTP Server Properties - Select Advanced button


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Figure 23: Advanced Delivery area of default SMTP Server Properties

Figure 24: Network Diagram of Method 1

Method 2: Alternative Method – This is the best method to prevent email from being considered spam, but will prevent CAMS pages from executing quickly.

o Requires port 25 to be open between CAMS server/portal server

and mail server

o Requires mail server to allow relays from CAMS server/portal server.

Note – if this action is not completed properly, CAMS Enterprise and

the portals will not successfully send emails.

o Requires SMTP Server (smart host) value populated in CAMS


o See below for setup and network diagram


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Figure 25: General CAMS configuration page Method 2

Figure 26: CAMS Portal Misc configuration page Method 2


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Figure 27: Network Diagram of Method 2

Method 3: In this method, email generated by CAMS Enterprise and the portals have the highest likelihood to be considered spam.

o Requires SMTP service to be installed on CAMS server/portal

server.

o Requires port 25 to be open between CAMS server/portal server and

the Internet.

o SMTP Server (smart host) value NOT populated in CAMS


o Method 1 and Method 3 are essentially the same, except Method 3

does not relay through the email server, causing the sent emails to

be regarded as spam.

Figure 28: General CAMS configuration page Method


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Updates

CAMS Enterprise Updates

When updates to CAMS Enterprise are upcoming an email notice is sent to CAMS Managers to alert them well in advance about what is being updated, corrected, or added and give them time to ensure that it does not interfere with any customizations that may have made to CAMS Enterprise or the portals at their institution.

Figure 29: Sample CAMS Manager Email

It is very important to read the email and ensure that any requirements are completed by specified dates or that any responses required from the institution are provided as soon as possible.

The CAMS Manager can then download the actual Update Release PDF file that lists everything that was done in the update and all the pages that have been affected.


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Figure 30: Sample Update Release

Be sure to read everything in detail and understand what was changed, corrected, or added. If new task items were added you will have to ensure that you give users the appropriate access to these items. By default, we give everyone, including the CAMS Manager, “No Access” to new task items to ensure no one can access something they are not supposed to. It is very common to have a user ask us when a specific enhancement is coming out as they have been waiting for it for a long time only to be told that it was available months ago.

When specific actions by the CAMS Manager need to be done to complete the update the specific actions will be highlighted in blue and will also state CAMS Manager Action Required.

Figure 31: CAMS Manager Action Required


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CAMS Enterprise Portal Updates

There are specific actions that are always required by the CAMS Manager to complete the portal updates. By default, Three Rivers Systems, Inc. never updates the portal files directly. This is to ensure that any customizations done by the institution are not overwritten by the new update files.

Any new portal files that are delivered with the update are placed in the appropriate faculty, student, etc. directory located under the CAMSEnterprise >Portal Updates directory.

Figure 32: Portal Updates Directories

Warning: When portal updates are distributed it is not only the portal pages that are modified, but the associated COM+ objects as well. If you have moved your portals to a server separate from the CAMS Enterprise IIS server, you will need to ensure that you also update those COM+ files.

To update your portals you would move the files from a specific directory and to the same directory under your CAMS Portals directory.

For example, if you were updating the Faculty portals, you would open up the Faculty Portal directory under Portal Updates and select all the files (not any subdirectories) and MOVE those files to the Faculty directory under your CAMS Portals directory. Then if there are any subdirectories you would move the files from each Portal Updates >Faculty >subdirectory to the same subdirectory under CAMS Portals >Faculty >subdirectory.

When you are done there should not be any files in any Portal Updates subdirectory. You can then delete all the directories under Portal Updates. By moving the files, you are guaranteeing that you do not ever copy old files to your portals and it also indicates to any Three Rivers Systems, Inc. tech support person that you have updated your portals.

Note: Before you put in any portal related helpdesk ticket you should always ensure your portals are up-to-date.


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In each Update Release notice Three Rivers Systems, Inc. reminds CAMS Managers on what needs to be done to update the portals.

Figure 33: Portal Update Reminder

SSI Files

Note: the report SSI files are plain text files and, if edited, should be edited with a plain text editor such as NotePad.

New report SSI files are placed in your <CAMS Enterprise Folder>\TRSRptSSI folder. The College database (CAMS_Enterprise) uses the SSI files in the <CAMS Enterprise Folder>\SSI folder. The training database (CAMS_Enterprise_Test) uses the SSI files in the <CAMS Enterprise Folder>\SSI2 folder. The CAMS Enterprise Update utility only updates the TRSRptSSI folder when your CAMS Enterprise is updated so the update doesn't overwrite any customizations clients may have in your report SSI files.

The TRSRptSSI folder should be left as is; you should not modify or delete any files in this folder. The update utility will only update SSI files that have changed for any particular update. Leaving that folder stock will ensure you always have a pristine copy of our stock SSI files. And a quick look at the file dates will tell you what's been updated.

Each update release document lists any new items that have been added or items that have changed along with the name of the SSI file and the entries to place in the file. You can copy the lines directly from the Update Release document and paste them in the appropriate SSI file. You can also copy the lines out of the SSI file in the TRSRptSSI folder to the same SSI file in the <CAMS Enterprise Folder>\SSI or SSI2 folder. Ensure that you copy the entire line; you may need to turn off Word Wrap if using NotePad. The SSI files for each report area can be found in the Custom Reports.pdf document available on CAMS Community in the Downloads area.

If you want to replace all reports on the college or training database with the current reports, you can just copy the SSI files from the TRSRptSSI folder to the SSI or SSI2 folder. NOTE: if copying from the SSI2 to the SSI folder or if copying from SSI to SSI2 don't copy all files. Just copy the individual report SSI file that you want to replace.

SSI files are simple text files. Open them with Notepad or a plain text editor. Don't modify with Word or Wordpad (or any rich text editor) as these types of editing programs will leave hidden formatting characters in the file. If you only copy one line from an SSI file in the SSI2 folder turn off Word Wrap in your editor and ensure you get the entire line from Option tag to Option tag.


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Web Services

Web Services will allow you to place your portals on a separate server outside your firewall. All communications between the CAMS IIS server and the portal server are handled via port 80 or an SSL port. Using Web Services rather than Component Services, fewer files will need to be copied from the CAMS IIS server to the portal server; no COM+ objects are required.

Required Software (Both CAMS IIS and the Portal Server)

Microsoft .NET Framework 2.x must be installed (other .NET Framework can be installed as well)

Step-By-Step: Set Up Portal Web Services Virtual

Directories on Windows Server 2003 IIS 6

CAMS IIS Server Setup

1. On the CAMS IIS Server, open the IIS Manager MMC application (Start >Control Panel >Administrative Tools >Internet Information Services (IIS) Manager).

2. Expand Local Computer.

3. Right-click the Application Pools folder.

4. From the pop-up menu, select New >Application Pool.

5. Name the new Application Pool CAMSServices.

6. Use the default settings. Click OK.

7. In IIS, browse to and right-click the CAMSServices folder located under the CAMS Enterprise website or virtual directory; choose Properties from the pop-up menu.

8. Click the Create button to create the CAMSServices application.

9. Set the Execute Permissions to Scripts Only.

10. Set the Application Pool to CAMSServices.

11. On the Directory Security tab, click the Edit button in the Authentication and access control section.

12. Ensure that Enable anonymous access is checked. Click OK.

13. Click the ASP.NET tab. Ensure the ASP.NET version is set to 2.0.x.

14. Click OK close the CAMSServices properties window.

15. In IIS browse to and right-click the PortalService folder located under the newly created CAMSServices application; choose Properties from the pop-up menu.

16. Click the Create button to create the PortalService application.

17. Set Execute Permissions to Scripts Only.





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21. On the ASP.NET tab ensure the ASP.NET version is 2.0.x.

22. Click OK to close the PortalService properties window.

23. In IIS browse to and right-click the ThirdPartyWSPT folder; choose Properties from the pop-up menu.

24. Click the Create button to create the ThirdPartyWSPT application.

25. Set Execute Permissions to Scripts Only.




29. On the ASP.NET tab ensure the ASP.NET version is 2.0.x.

30. Click OK to close the ThirdPartyWSPT properties window

31. This completes the CAMS IIS server setup.

Portal Server Setup

1. Ensure that port 80 and/or 443 (if using SSL) is open to the internal CAMS IIS server from the portal server via your firewall.

2. In Internet Information Services (IIS) Manager Active Server Pages must be set to Allowed in Web Service Extensions.

3. You must be logged into the Portal server with administrative rights.

4. The following folder structure is recommended when placing the portals on a separate server:

<drive>:\CAMSPortals\

o Alumni\

o Application\

o Download\

o PortalUpdates\

o Student\

o Bin\

o ServiceBroker

With Web Services enabled you will need to copy several DLL files and the ServiceBroker directory from the CAMS IIS server to the portal server.

NOTE: these files will need to be unregistered on the portal server, copied from the CAMS IIS server, and registered on the portal server each time CAMS Enterprise is updated.

5. If there are any existing CAMS COM+ components installed on the portal server, you will need to drop those objects out of COM+ and delete the package. The DLL files can be deleted as well.

6. On the portal server, open a command prompt and navigate to <drive>:\CAMSPortals\Bin.


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7. If the following three files exist, you will need to unregister them.

CAMSSession.DLL

uiCEUpload.DLL

LanapBotDetect.DLL

8. To unregister these three DLL files, type regsvr32 <filename.ext> /u and press enter for each file.

9. Reset IIS on the Portal Server after unregistering existing DLL files.

10. Copy the three files from the CAMS Enterprise IIS server uiDLL folder to <drive>:\CAMSPortals\Bin on the portal server.

11. Register the three DLL files by typing in the command prompt regsvr32 <filename.ext> and press enter for each file.

12. Copy the ServiceBroker subdirectory from the CAMS Enterprise IIS server located at <drive:>:\CAMSEnterprise\CAMSServices\ServiceBroker to the portal server at <drive>:\CAMSPortals\ServiceBroker.

13. In the <drive>:\CAMSPortals\ServiceBroker directory on the Portal server, execute the Reg.bat batch file by double-clicking the file. This will unregister the old ServiceBroker.dll file and register the newly updated copy. You do not need to unregister these files before copying the directory from the CAMS IIS server.

NOTE: the ServiceBroker directory and the files it contains will need to be copied from the CAMS IIS server, and registered on the portal server each time CAMS Enterprise is updated. If using Web Services where CAMS Enterprise and the Portals reside on the same server, the update utility will register the ServiceBroker DLL file automatically.

14. You will need to make two additions (changes) to each global.asa file in each portal folder. Add the following two Application Values at the end of the existing Application.Value section:

Application.Value("PortalService") = "<URL of your CAMS IIS Server>/CAMSServices/portalservice/"

Application.Value("ThirdPartyWSPT") = "<URL of your CAMS IIS Server>/CAMSServices/ThirdPartyWSPT/"

Note: Examples of <URL of your CAMS IIS Server>: http://cams.yourcollege.edu or http://yourcollege.edu/ecams

15. One addition will need to be added to the CAMS Enterprise global.asa file if using Web Services as required for an Online Payment Provider or SPEEDE. Add the following value in the “Sub Application_OnStart” section:

Application.Value("CAMSService") = ” <URL of your CAMS IIS

Server>/CAMSServices/ThirdPartyWSPT/”

Note: If utilizing Web Services for an Online Payment Provider where CAMS Enterprise and the Portals are on the same server, all of the above steps in both CAMS IIS Server Setup and Portal Server Setup will need to be done on this single server with the following exception: DO NOT add the “PortalService” Application.Value to the global.asa files for the Portals.


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Updated Files

In each Update Release notice is a list of all files and SQL changes. Compare this list against your records of modifications to ensure that if Three Rivers Systems, Inc. has modified something you have customized you will have to ensure you customize the new item.

Figure 34: Updated Files

Update Utility

The CAMS Enterprise Update Utility allows institutions to update CAMS Enterprise on their own schedule. This makes updating very convenient for the CAMS Manager as they can wait until the end of the day or come in before the users and have the update done. Not counting download time, which may vary depending on Internet connection speed, the update takes approximately 10 – 15 minutes on average.

Step-By-Step: Update CAMS Enterprise with the Update

Utility

1. Ensure all users are out of the system. If any users are in the system it could cause issues or loss of data.

2. Run the Update Utility (TRSUpdateLauncher.exe), which is located in the <CAMS Enterprise>\utils\TRSUpdate Install\bins\ directory.

Note: You must run this logged in with local administrator rights either directly on the server or using remote desktop access to the server. You cannot create a shortcut to your local machine and run it.

3. Select which version(s) to apply. The grid will not allow the installation of updates out of order. In the following illustration, 11.6.4 could not be installed without first selecting 11.6.3


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Figure 35: Selecting Updates

4. Click Apply Selected Updates. When you receive the notice that it is completed click Exit Application.

Download Only

1. To download the selected updates without installing, select the Download Only option, then Apply Selected Updates. This will download all update files to the <CAMS Enterprise Folder>\Download directory for later installation. This allows the CAMS Manager to view the files and make any modifications to them before they are applied to the institution’s site. By doing this you will not lose any customizations. It also allows the CAMS Manager to download the files during the day even if users are working in CAMS Enterprise, especially if the connection speed is slow, and then install the update(s) at the end of the day where it will take less time (now that it is already downloaded) and all the users are out of the system.

2. To apply the downloaded updates, simply launch the update utility; select the appropriate versions, and click Apply Selected Updates.

3. Click Exit Application when done.

4. Download the latest CAMS Enterprise user guides and place them in the <CAMS Enterprise>\Manuals directory.

Note: Do not forget that you must manually update the portal files after exiting the Update Utility.


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Resync CAMS Enterprise Versions

Figure 36: Resync Update

Note: CAMS application files, registry entries and database are all versioned. It is therefore possible that these versions become out of sync after a restore or configuring a new installation. If this situation occurs, a Resync uppate may be displayed before updates can be applied and users will not be able to log into CAMS. To resolve, select the Apply Update beside the Resync option then Apply Selected Updates.


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Additional Portal Information

Student Portal Registration Messages

You can display messages to students before or after registration through the Student Portal. The message boxes can require a registrant to Agree/Cancel, or confirm with an OK button. Should a student choose Cancel, they will be redirected to the Portal home page.

By default, notifications are disabled. Additionally, a message may be displayed after a student registers. To allow the Pre-Enrollement page to be displayed the doPreEnrollem must be set to true in cePortalAcademicList.asp

If doPreEnrollem = True then the cePortalAcademicList.asp will redirect to cePortalAcademicPreEnrollem.asp before the students registration is saved. The cePortalAcademicPreEnrollem.asp will redirect to cePortalEnrollem.asp to save the students registration.

The cePortalAcademicPreEnrollem.asp is a template page only. You must customize the page to meet your needs (e.g. display a message, do some other processing etc...).

Registration Page Include Files

Three include statements can be modified in order to display customized text on the Registration page (ceAcademicList.asp). These will be visible at the top of the page (regInstructions1.inc), middle page just above the Current Offering section (regInstructions2.inc), and bottom of the page (regInstructions3.inc). These include files are located in the “inc” subfolder of the student portal folder and may be edited with a plain text editor such as NotePad.


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User Guides

On the main CAMS Enterprise screen is a link for the User Guides. These guides have instructions and screen shots for all processes and tasks in CAMS Enterprise that users will encounter. It is very important that these documents stay up-to-date so users will know of any changes or additional features.

Part of your troubleshooting for CAMS Enterprise issues is to ensure that your users understand and use the processes correctly. Having the latest manuals will prevent most user related issues.

Because of the size of some manuals automatically downloading and updating them is not possible with the Update Utility. Therefore, after running the update utility you will need to manually download and install the user guides into the <CAMS Enterprise>\Manuals directory.

Figure 37: User Guides Link

Step-By-Step: Updating User Guides

1. Log into CAMS Community and click Downloads.

2. The user guides are ordered by category (module). You can click on the title to read the manual directly or click Download to download the document.

3. In the System Management section user guides that have been updated for a specific update are grouped together in a zip file so the CAMS Manager can download all the files at one time. The zip file can then be unzipped directly to the Manuals directory.

Figure 38: User Guides Zip Files

If your users sign up for CAMS Community they can read and download the latest documents.


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Reports

All the reports that come with CAMS Enterprise are the most commonly used reports based on user input. Each institution may have additional reporting needs that are specific to their institution, which requires some new reports or customizing existing reports. The design of CAMS Enterprise makes it easy to add or customize reports.

Refer to the Custom Reports user manual on specific instructions for customizing reports.


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Server Failure

Three Rivers Systems, Inc. considers a server failure a high-priority issue and will ensure that it is the main priority for tech support. Immediately contact your project manager and tech support to let them know that your system is down.

To contact project managers call 636 386-8616 and press 0.

To email tech support send to [email protected].

Based on your backup strategy you may already have some items that will get the server working again. If not, then you will either need to contact your server vendor and get a replacement as soon as possible or use an existing server that meets the minimum requirements for a CAMS Enterprise installation.

No cost will be charged for any help that Three Rivers Systems, Inc provides.

Step-By-Step: Reinstalling CAMS Enterprise on the IIS

Server

1. If the IIS server has failed you will need to get your server up to the specifications that were specified in the original Pre-Installation Checklist that you filled out and returned to Three Rivers Systems, Inc. If you need a copy of this document contact your project manager and they will immediately send one to you.

2. Restore your CAMS Enterprise files from your backup.

3. Once you have completed the above items Three Rivers Systems, Inc will connect to your system and set up those items that cannot be restored from a backup, such as COM objects and registering DLLs.

4. You may then have to reboot both the IIS server and the SQL server. Be sure to reboot the IIS server and wait for it to completely come up before you reboot the SQL server.

Step-By-Step: Reinstalling CAMS Enterprise Database on

the SQL Server

1. If the SQL server has failed you will need to get your server up to the specifications that were specified in the original Pre-Installation Checklist that you filled out and returned to Three Rivers Systems, Inc. If you need a copy of this document contact your project manager and they will immediately send one to you.

2. Restore your SQL databases, CAMS Enterprise and CAMS_Administration, from your backup.

3. Once you have completed the above items Three Rivers Systems, Inc will connect to your system and set up those items that cannot be restored from a backup, such as COM objects and registering DLLs.

4. You may then have to reboot both the IIS server and the SQL server. Be sure to reboot the IIS server and wait for it to completely come up before you reboot the SQL server.


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Financial Aid

Query Objects

Your financial aid personnel will be using the Packaging Query Builder to define rules for awarding students financial aid. The Query Builder is very comprehensive and includes the most used financial aid related SQL views. There may be other views that your users will need in the Query Builder and you will have to alter the CAMS_FinancialPriorityPackageObjects stored procedure.

Figure 39: CAMS_FinancialPriorityPackageObjects Stored Procedure

Step-By-Step: Add Financial Aid Query Object

1. Select or create a view; it must have either the StudentUID, OwnerID or OwnerUID column. The OwnerID or OwnerUID needs to be related to the StudentUID but are named differently, such as in the Billing table.

2. Assume the view that you want to add is called CAMS_DocTrack_View.

3. Add the following lines to the stored procedure where you want it to appear in the drop down list:

insert into @Objects(ObjectName,Dependancy,color)

values('CAMS_DocTrack_View',1,0)

4. Ensure that your view name has single ticks around it, use a dependency of 1 and that the color is set to zero.


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Index

Back Up Databases SQL 2005 ................................ 25 Business Logic Error ................................................ 17 CAMS Enterprise Portal Updates ............................. 35 CAMS Enterprise Updates ....................................... 33 CAMS Manager Action Required ............................. 34 CAMS Manager Email Notice................................... 33 COM+ Objects ......................................................... 35 Custom Reports ....................................................... 45 Debug Dialog box ..................................................... 17 Download Only ......................................................... 41 Generate SSI Files ................................................... 26 Helpdesk .................................................................. 21 Helpdesk Ticket New ............................................... 24 Manuals ............................................................. 41, 44 Pop-up Blocking ....................................................... 12 Portal Updates Directory .......................................... 35 Portal Updating ........................................................ 35 Portals on Separate Server ...................................... 37 Recognize the Error ................................................. 17 Registration Include Files ......................................... 43 Report the issue to Three Rivers Systems, Inc. ....... 19 Reports Adding ........................................................ 45 Resync CAMS Enterprise Versions .......................... 41 Self Patcher ............................................................. 40 Server Failure........................................................... 46 SMTP Setup ............................................................. 27 SSI and SSI 2 Folders .............................................. 36 SSI Files ................................................................... 36 Step-By-Step

Add Financial Aid Query Object ........................... 47 Copy the College Database to the Training

Database using SQL 2005 ............................... 25

Create a User Account ......................................... 15 Create Helpdesk Incidents ................................... 24 Install ActiveX Components ................................. 15 Log into the Helpdesk .......................................... 22 Reinstalling CAMS Enterprise Database on the

SQL Server ...................................................... 46 Reinstalling CAMS Enterprise on the IIS Server .. 46 Review Helpdesk Incidents .................................. 23 Set Up Portal Web Services ................................. 37 Update CAMS with the CAMS Enterprise Update

Utility ................................................................ 40 Updating User Guides .......................................... 44

Tickets ...................................................................... 21 Troubleshoot an Error .............................................. 17 Troubleshoot non-error issue ................................... 19 Troubleshoot the Error ............................................. 19 Troubleshooting User Accounts ............................... 16 TRSRptSSI Folder ................................................... 36 Truncate CAMSUserMenuCache ............................. 26 Update Utility ............................................................ 40

Download Only ..................................................... 41 Updated Files ........................................................... 40 Updates .................................................................... 33 Updating the Portals ................................................. 35 User Account Control ............................................... 14 User Accounts .......................................................... 16 User Guides ....................................................... 41, 44 Verify the Error ......................................................... 18 Web Services ........................................................... 37 What kind of issue is it? ........................................... 17 Workstation Operating System................................... 5

enterprise workstation setup.pdfif the sql server has failed you will need to get your server up to...

Documents