Using the Vista LDIS Extract Process

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1 Georgia Enhanced Banner Student User Documentation Version and Instructional Technology August 2007

2 This page left blank to facilitate front/back printing.

3 Table of Contents Introduction... 1 Purpose...1 Target Audience...1 Purpose and Scope of Document...1 References...1 Support...2 ing Flow... 2 Description...2 Overview...2 Using... 3 Introduction...3 Run the Vista LDIS Extract process...3 Parameters for ZSRLDIS...3 Sample Files...7 Appendix A: Document History... A-1 Page iii August 2007

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5 Introduction Using the Georgia Enhanced Purpose Target Audience Purpose and Scope of Document Graphics The Vista LDIS Extract process (ZSRLDIS) extracts data from Banner for loading into Vista. Extract processing uses rules found in a number of structures and run-time parameters to determine which data to extract. The data values selected are partially determined by the method of data maintenance in the Banner administrative system. ZSRLDIS is a modified ICGORLDI file layout that eliminates manual post-processing before submission to Vista. The changes to this process are designed to provide a faster processing time for institutions and minimizes the possibility of errors in editing. Functional staff responsible for exporting files to Vista. This document explains how to use the Vista LDIS Extract process and outlines the expected results. Graphic cues used in this document assist with labeling steps and items that are particularly important. Steps for recovery or support. For additional information, see references. Exercise caution. Important information. On target: steps completed successfully. References For information about the baseline product, see Integration for e- Learning Release 3.2 Banner Administration Guide. Page 1 August 2007

6 Support For additional OIIT resources and support, contact the OIIT Helpdesk: Web support request self-service: For emergency, business interruptions, or production down situations, call the OIIT Helpdesk immediately Toll free within Georgia: ing Flow Description The ZSRLDIS process is a modified ICGORLDI file layout that eliminates manual post-processing before submission to Vista. Users can run the report every time changes are made to the course scheduling, enrollment, or student records that require a new file be uploaded to Vista. This process should be run a minimum of three times a semester and a maximum of once a day. Overview Run the Vista LDI Extract process ZSRLDIS Page 2 August 2007

7 Using Introduction The (ZSRLDIS) process is run from Banner and generates an output file that can be loaded into Vista. The ZSRLDIS process is a modified ICGORLDI file layout that eliminates manual post-processing before submission to Vista. The changes to this process are designed to provide a faster processing time for institutions and minimize the possibility of errors in editing. The following corrections and enhancements are included in the modified version of ZSRLDIS: 1. Only new changes or changes since the time stamp will be extracted. 2. Each type of record is now contained in a separate XML file (person, courses, sections, crosslist, and memberships). 3. The Record Status parameter has been added so users can choose to add new records or to overwrite existing records. 4. The deny learner access has been modified to allow students access until the census date of the following term. This is currently a post process manual edit to the ICGORLDI file. 5. Crosslisting sections have been given a unique name by appending crosslisting group and term codes to the title. 6. The term description has been added to section titles. 7. The Luminis extension, from the delivery method section, has been corrected to append to every section. 8. The ZSRLDIS process has been edited to ensure that illegal XML characters are removed from the XML output files. Run the Vista LDIS Extract process. Parameters for ZSRLDIS ZSRLDIS is designed to run only via the Job Submission form (GJAPCTL). When you run ZSRLDIS, use the parameters to specify which data to include in the output file. The following table describes the parameters that control extracted content placed in the XML output files. Users can run the report every time changes are made to the course scheduling, enrollment, or student records that require a new file be uploaded to Vista. This process should be run a minimum of three times a semester and a maximum of once a day. No Name Required Description/Instructions 01 Application Code No Identifies the general area where the selection identifier (Parameter 02) is defined. The Population Selection Inquiry form (GLISLCT) may be used to select the proper application code. Either all or none of the population selection parameters should be entered. The Population Selection Extract Inquiry form (GLIEXTR) may be used to review the people who will be processed in the load from the selection identifier and application code entered. Default Values Character Length 30 Page 3 August 2007

8 No Name Required Description/Instructions 02 Selection ID No Identifies the population with which you will work. Either all or none of the population selection parameters must be entered. The selection identifier must be defined on the Population Selection Rules form (GLRSLCT). 03 Creator ID No Identifies the user ID of the person creating the subpopulation rules. Either all or none of the population selection parameters must be entered. 04 User ID No Identifies the ID of the user who selected the population. (May or may not be the same as the Creator ID.) Either all or none of the population selection parameters must be entered. 05 Term No Applies to Banner Student system processing only: alumni, employee, and finance data will not be affected by the data selected for this parameter. Note: If this parameter is left blank, all terms that have an ACTIVE_TERM setting on the GORICCR form will be extracted. Alphanumeric Terms eligible for synchronization are selected by having an ACTIVE_TERM setting on the Integration Configuration form (GORICCR). Term dates and descriptions are set on STVTERM. 06 Extract Colleges 07 Extract Institution Departments 08 Extract Courses Y Extract all colleges N Do not extract colleges Form source: STVCOLL B Extract both academic and administrative departments F Extract academic departments only E Extract administrative departments only N Do not extract departments Form source: STVDEPT PTVORGN FTVORGN A Extract all active courses for the select term(s) Note: A course is considered active when a valid active course status code is present on SCACRSE (SCBCRSE_CSTA_CODE). Active codes are defined on the Course Status Code validation form STVCSTA and the Active Indicator (STVSTA_ACTIVE_IND) box is selected. Y Extract all courses for the select term(s) N Do not extract courses for the select term(s) S Extract specified courses for the select term(s) Note: Only courses containing a valid Integration Partner Value code(s) are extracted. These codes are defined and cross referenced on GORINTG. They are recorded on the Course Detail Information form SCADETL. L Extract Limited courses for the select term(s) Note: Both active and inactive courses using any valid integration partner value codes are extracted. Default Values Character Length Y 1 N 1 A 1 Page 4 August 2007

9 No Name Required Description/Instructions 09 Extract Sections 10 Extract Crosslisted Information 11 Extract Persons with Logon ID only 12 Extract Persons Y Extracts all sections for the selected term(s) whether these sections are flagged for LMS partner integration or not. N Do not extract sections for the selected term(s) S Extract specified sections for the selected term(s) Note: Only course sections containing a valid Integration Partner Value code are extracted. These codes are defined and cross referenced on GORINTG. They are recorded on the schedule form SSASECT. L Extract limited sections for the selected term(s) Note: Both active and inactive Course sections using any valid integration partner value codes are extracted Y Extract all cross-listed information for the selected term(s) N Do not extract cross-listed information for the selected term(s) S Extract specified crosslisted information Note: Only cross listed course sections containing a valid Integration Partner Value code are extracted. These codes are defined and cross referenced on GORINTG. They are recorded on the schedule form SSASECT. L Extract limited information Note: Both active and inactive Cross listed course sections using any valid integration partner value codes are extracted. Y Extract all persons with Login ID only N Do not extract all persons with Login ID only Note: Multiple values are allowed. ALL - Extract all persons with a valid role FACULTY - Persons with an active Faculty role STUDENT - Extract persons who are eligible for enrollment with an active student role PROSPECT - Extract persons with a Prospect role for the selected term(s) APPLICANT - Extract persons with an Applicant role for the selected term(s) BANNERINB - Extract persons with a Banner administrative role INTACCEPT- Extract applicants who have an Institution Acceptance status for the selected term(s) APPACCEPT Extract applicants who have an Applicant Accept status for the selected term(s) EMPLOYEE - Extract persons with an Employee role. DEVELOPMENTOFFICER - Extract persons with a Development Officer role ALUMNI - Extract persons with an Alumni role FRIENDS - Extract persons with a Friend role FINANCE - Extract persons with a Finance role NO* - Do not extract persons Rules defined on the GORRSQL form can be modified to limit the person records passed to a partner system in extract processing. Role Processing" on page 2 10 of the Integration for e-learning Release 3.2 Banner Administration Guide for more information about how to modify role definitions on the GORRSQL form. *NO must be used separately and not in conjunction with other person roles. Default Values Y 1 Y 1 Y 1 ALL Character Length Page 5 August 2007

10 No Name Required Description/Instructions 13 Extract Faculty Assignments 14 Extract Faculty / Employee Departments 15 Extract Student Enrollments 16 Integration Partner Value 17 Extract Deletable Enrollments 18 Institution VPD Code No Y Extract all faculty instructional assignments for the specified term(s) N Do not extract faculty instructional assignments L Extract limited faculty instructional assignments Note: All instructional assignments associated with course sections using any valid integration partner value codes are extracted. S Extract specified faculty instructional assignments Note: Only instructional assignments associated with course sections containing a valid Integration Partner Value code are extracted. These codes are defined and cross referenced on GORINTG. They are recorded on the schedule form SSASECT. B Extract department(s) associated with both faculty members and employees. F Extract academic department(s) associated with faculty members. E Extract administrative department(s) associated with employees. N Do not extract department memberships. Form source: SIAINST PEAEMPL This parameter is used by TracDat with Nuventive. Y Extract all student enrollments for the specified term(s) N Do not extract student enrollments S Extract selected student enrollments Note: Only enrollments associated with course sections containing a valid Integration Partner Value code are extracted. These codes are defined and cross referenced on GORINTG. They are recorded on the schedule form SSASECT. L Extract limited student enrollments Note: enrollments associated with course sections using any valid integration partner value codes are extracted. This parameter must match a valid Integration Partner Value that is cross referenced with a supported partner system code on GORINTG. Note: You must enter a value if using Selected Courses, Sections, Student Enrollments, and Faculty Assignments; otherwise, this parameter is optional. Multiple values are allowed. N Do not extract deletable enrollments Y Extract deletable enrollments for a specified term Choose Y to select enrollments that are deletable in the Banner system so that they will appear in a partner system s enrollment display. The default parameter (N) will not extract enrollment records whose Error flags are set to D or whose fields (Count in Enrollment Indicator, Withdraw Indicator, and Wait List Indicator) are all set to N. Parameter must match a valid BANSECR GTVVPDI Institution code. It is valid for Multi-Institution Functionality (MIF) clients utilizing a Virtual Private Database (VPD) only. Refer to Chapter 7- Multi Institutional Functionality Support" of the Integration for e-learning Release 3.2 Banner Administration Guide for additional information. Default Values Y 1 N 1 N 1 Character Length 5 N 1 Page 6 August 2007

11 No Name Required Description/Instructions 19 Record Status 20 Date of last Process Run No 1 Add 2 Overwrite Using 1 will only add new records to the partner systems. Using 2 will overwrite records in the partner systems and reset the Vista password Valid values for the Date of Last Process parameter are in the date format DD-MON-YYYY (i.e. 23-JUN-2007). Default Values 1 1 Character Length 11 Sample Files Samples of the.log and.lis files follow. Sample zsrldis.lis Sample zsrldis.log Page 7 August 2007

12 Appendix A: Document History This section details the history of the document and updates made for each modification. Release and Date Form/Process Page Update Description, August 2007 NA NA Original Page A-1 August 2007

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