Successmaker Student and Teacher Imports

Transcription

1 Successmaker 2011 Student and Teacher Imports

2 First Get teacher names to Import Go to: Click on List All the Records in the Employee Database Group Choose Instructional

3 Importing Teachers into SME Choose your location Click on Create an Excel Spreadsheet from the Current Data (This will give you active and inactive Instructional employees) Save Spreadsheet and name it. (For example: showsqldump_scenic xls)

4 Importing Teachers into SME (cont d) Open your exported spreadsheet in Excel We now will filter out Inactive Employees Click the corner right above the Row Number to select all your data Click the Data tab and then click the Filter Icon in the Menu bar

5 Importing Teachers into SME (cont d) Filter the data by Job_status Column Click the drop down arrow and select A only (Active) Click okay (You have only active employees)

6 Importing Teachers into SME (cont d) After Filtering the data by Job_status Column A only (Active) Click and select all the data (the blue and gray corner box) Copy the selected data (press control + c)

7 Importing Teachers into SME (cont d) Insert a new Worksheet (Shift + F11) if you don t already have a blank one or Click on the new sheet tab and create a new sheet In the first cell of the new sheet, paste the copied data

8 Importing Teachers into SME (cont d) Delete all columns except for the LastName, FirstName and UserLogin Rename columns to: lastname firstname username Note: It is case sensitive when importing into Successmaker. This column will be renamed from User Login. It should be the teacher s network user id. For Example: bsmith5

9 Importing Teachers into SME (cont d) Rename columns as follows (Note: SME is case sensitive): lastname, firstname, username This column will be renamed from User Login. It should be the teacher s network user id. For Example: bsmith5

10 Importing Teachers into SME (cont d) Select Save As (under the Microsoft menu icon) Change File Type to CSV MS-DOS Give it a name (scenicteachers082509)) Click Save Click OK on next box Click Yes on final box

11 Manual File Import Process Log on to the SuccessMaker Enterprise management system from a Windows Workstation as a user with Sysman user rights Select Standard Interface From the Resource Menu, select File Import Utility, Manual

12 Manual File Import Process (cont d) Click Next Make sure your school name appears in the Site box Click Next

13 Manual File Import Process (cont d) Browse to your Teacher data csv file Make sure Comma is selected Make sure Verbose is selected Click Next

14 Manual File Import Process (cont d) Click your choice for Password (most use Other and enter a password that t will be for all teachers) Click Teacher for User Type Click Target Group and Type in Teacher Users (This will create a group called Teacher Users) Click Next

15 Manual File Import Process (cont d) On next Screen, Click Preview If data looks correct, (lastname, firstname, and username --- it only shows a few names not all) Click OK Click Next

16 Manual File Import Process (cont d) Leave Update registration selected Click Start Final Screen Final Screen, Click Finish

17 Teachers Imported in Group Click Options and in the drop down menu, Click Refresh in the drop down menu New Teacher Group New Teacher Group with Members appear

18 Next Get student data To get data go to FCAT Star (on the teacher portal) Login using your FCAT Star user id and password On left sidebar open FCAT Test Reports and click Advanced Level Report Choose your school in the middle scroll down bar Click Continue Advanced d Report button

19 FCAT Star Export Data Leave the drop down menu on All Instructors Click Continue Advanced Report

20 FCAT Star Data Export (cont d) Uncheck all the boxes on the left side (unless you are using these to create groups) Select Student ID, Current Grade Process Advanced Report Note: Don t pull by individual instructors or will get duplicates of students.

21 FCAT Star Data Export (cont d) Click Export Excel Click Save and Name File (Leave as a CSV file and name it Remove the quotes and delete the.xls in the file name) Click Open

22 Possible SME Import Field Names lastname firstname username Grade StudentID (same data as username copy the column and rename) TeacherLName (used to create a Group by Grade Level) TeacherFName (used to create a Group by Grade Level) Note: the file names are case sensitive

23 FCAT Star Data Export (cont d) Rename MetaName and FirstName columns to: lastname and firstname Insert a column after StudentID (right click on the top of the column letter after Student Id and on the drop down menu click insert) Select the Student ID Column and Copy (control c ) and then paste into the new blank column Rename the 2 nd StudentID column to username Delete the MiddleName and School Column Keep the Grade Column

24 FCAT Star Data Export (cont d) Copy the Grade Column and Rename to TeacherFName Name the first blank column TeacherLName Type Grade in the first cell and then clickthe edge of the right corner and drag down the column to repeat in all cells in that column. Note: This will create Groups By Grade Level

25 FCAT Star Data Export (cont d) You should have the following columns: lastname firstname StudentID username Grade TeacherLName TeacherFName

26 FCAT Star Data Export (cont d) SME accepts K, 1, 2, 3, 4, 5, 6, 7 or 8 in the Grade Column Change KG to K in the Grade Column Select the Grade Column, Click on the Home Tab and Click on Find & Select (Find KG and Replace with K) For Pre-K change to another number (6, 7 or 8)

27 Importing Students into SME--All Select Save As (under File or Microsoft menu) Change File Type to CSV MS-DOS Give it a name (scenicstudents082509)) Click Save Click OK on next box Click Yes on final box

28 Manual File Import Process Log on to the SuccessMaker Enterprise management system from a Windows Workstation as a user with Sysman user rights Select Standard Interface From the Resource Menu, select File Import, Manual

29 Manual File Import Process (cont d) Click Next Make sure your school name appears in the Site box Click Next

30 Manual File Import Process (cont d) Browse to your Student t data cvs file Make sure Comma is selected Make sure Verbose is selected Click Next

31 Manual File Import Process (cont d) Click Other for Password Click Student for User Type Click Default group creation so it will create the Groups by Grade Level Click Next

32 Manual File Import Process (cont d) On next Screen, Click Preview If data looks correct, Click OK Click Next Note: If the file has a problem as it has KG for Grade and SME only accepts K. Go back and correct the file before importing.

33 Manual File Import Process (cont d) Click Start Final Screen, Click Finish

34 Students Imported and Groups Created Click Options and in the drop down menu, Click Refresh in the drop down menu New Groups with Members appear The Groups will be automatically created with the Grade with the Grade -- 6-Grade-6 6 for example.