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
EnterpriseIntegrationPoints....................................................................................................................................1
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
Security..................................................................................................................................................................13
5.1
RequestHandlerOverview..............................................................................................................................14
5.2
Recruiting.......................................................................................................................................................17
5.3
HE360SecurityModel.....................................................................................................................................18
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
1 OVERVIEWOFCAMPUSSOLUTIONSTOCRMINTEGRATION
TherearethreebroadcomponentsintheCRMforHigherEducation(CRM4HE)integrationwithCampusSolutions(CS),
whichalldependontheCampusSolutionsServicesOrientedArchitecture(SOA):
EnterpriseIntegrationPoints(EIPs)
360DegreeView
TestScores
1.1 ENTERPRISEINTEGRATIONPOINTS
EIPssupporttheinformationflowsbyprovidingtheconduitsfortheinformationwhenthehostdetectsspecificdata
changes.ThestudentlifecyclechangesdescribedbelowaredrivenbyEIPs,forexample.
1.2 360DEGREEVIEW
The360degreeviewinCRMhasbeenexpandedtoprovideHigherEducationspecificinformationtoaidinstitutionsin
buildingandmaintainingrelationshipswithconstituents.Forexample,theRecruitmentsectionofthe360degreeview
usesLastSchoolAttendedandSchoolTypeinformation,whichispublishedfromCampusSolutionsaspartofthe
ExternalOrganizationDatainterface.ThisinformationissoughtbyCRMfromCSviathesynchronous360aggregation
service.
TheStudentLifeCyclechangesfromsuspect,toprospect,toapplicantarecurrentlytrackedinCampusSolutions.
WiththeimplementationofrecruitmentfunctionalityinCRM,itisimportantthattheselifecyclechangesaretracked
inCRM.Therefore,whenthereisachangeinthelifecycleofastudentinCampusSolutions,itwillreflectinCRMalso.
1.3 TESTSCORES
Similarly,theTestScorePostProcessrequiresExternalOrganizationdatafromCampusSolutions.Therefore,any
updatetotheexternalorganizationdatainCampusSolutionsisreflectedinCRM.
2 ENTERPRISEINTEGRATIONPOINTS
ThefollowingtableliststheEIPsthataredeliveredwiththisreleaseofCRM4HE.AllEIPsareasynchronousservices.
AppendixIIexplainsthestepsrequiredtoactivatethem.APPENDIXIIIprovidesfurtherdetailsonCRM4HEsdata
publicationarchitecture.
Functionality
StudentStatusChange
AcademicStructure
OracleCorporationConfidential
EIP
New
/Modified
Publish
Type
SSR_ACAD_PROG_SYNC
SSR_ACAD_PROG_FULLSYNC
SSR_ACADINST_SETUP_FULLSYNC
SSR_ACADCAMP_SETUP_FULLSYNC
SSR_ACADCAR_SETUP_FULLSYNC
SSR_ACADPROG_SETUP_FULLSYNC
SSR_ACADPLAN_SETUP_FULLSYNC
SSR_ACADSUBPLAN_SETUP_FULLSYNC
SSR_ACADTRM_SETUP_FULLSYNC
SSR_ACADINST_SETUP_SYNC
SSR_ACADCAMP_SETUP_SYNC
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Functionality
ExternalOrg
SchoolTypeSetupTable
TestComponentSetup
AdmitTypeSetup
AcademicStructureSecurity
New
/Modified
Publish
Type
SSR_ACADCAR_SETUP_SYNC
SSR_ACADPROG_SETUP_SYNC
SSR_ACADPLAN_SETUP_SYNC
SSR_ACADSUBPLAN_SETUP_SYNC
SSR_ACADTRM_SETUP_SYNC
SCC_EXT_ORG_SYNC
SCC_EXT_ORG_FULLSYNC
SCC_SCHL_TYPE_SETUP_SYNC
SCC_SCHL_TYPE_SETUP_FULLSYNC
SAD_TEST_SETUP_SYNC
SAD_TEST_SETUP_FULLSYNC
SAD_TEST_COMP_SYNC
SAD_TEST_COMP_FULLSYNC
SAD_TEST_SCRTY_SYNC
SAD_TEST_SCRTY_FULLSYNC
SAD_ADMITTYPE_SETUP_FULLSYNC
SAD_ADMITTYPE_SETUP_SYNC
SSR_SCRTY_INST_UID_FULLSYNC
SSR_SCRTY_INST_UID_SYNC
SSR_SCRTY_CAR_UID_FULLSYNC
SSR_SCRTY_CAR_UID_SYNC
SSR_SCRTY_PROG_UID_FULLSYNC
SSR_SCRTY_PROG_UID_SYNC
SSR_SCRTY_PLAN_UID_FULLSYNC
SSR_SCRTY_PLAN_UID_SYNC
Prospect
SAD_ADM_PRSPCT_DATA_SYNC
BreakupPersDataExtndfull
Sync
SCC_SRVC_IND_SYNC
SAD_ADM_INTEREST_SYNC
SSR_EXTRACUR_ACTVTY_SYNC
SAD_EXT_ACAD_DATA_SYNC
SCC_PERSON_SYNC
PERSON_DISABILITY_SYNCHROwned
Nochange
PERSON_DIVERSITY_SYNCHROwned
Nochange
Applicant
SAD_ADM_APPL_DATA_SYNC
Application/RecruitmentCenter
Security
SAD_SCRTY_APPL_CTR_SYNC
SAD_SCRTY_RECR_CTR_SYNC
SAD_TEST_SCORES_SYNC
TestScoreSync
CStoCRM&CRMtoCS
ReferralSourceTable
SAD_RFRL_SRC_SETUP_SYNC
SAD_RFRL_SRC_SETUP_FULLSYNC
T189ApplicationCRMtoSA
CS_T189_ADM_APPL_SYNC
TopicsCRMtoSA
CS_STUDENT_TOPIC_SYNC
FinCRM
MappingBOID&EMPLID
CS_STUDENT_BOID_SYNC
Prospect
CS_ADM_PRSPCT_DATA_FULLSYNC
F(EC)
TestScoreSync
CS_TEST_SCORES_FULLSYNC
F(EC)
Legend: N
M
R
F
EC
NewEIP
ExistingEIPmodified
RealTimePublish
FullSyncPublish
EnterpriseComponent
EIP
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3 CRM360VIEWSERVICES
TheCSservicethatfeedsinformationtotheCRM360DegreeViewisbasedonaSynchronousRequest/Response
integrationpattern.CRMrequestsdatafromasingleAggregationServiceinCampusSolutionstoreduceintegrationtrips
betweenCRMandCSapplications.TheAggregationserviceinCSaggregatestheoutputfromtheCScoreservicehandlers
tofeedtheAggregationResponseMessagetoCRM.
Followingarethe360degreeSectionsforwhichdataispopulatedfromCampusSolutions:
ConstituentSummary
Checklists/Communications/Comments
Admissions
TransferCredits
Academics
Finances
FinancialAid
TranscriptRequest
ContributorRelations
Affiliations
TheIntegrationBrokerserviceSCC_CONSTITUENTsserviceoperationSCC_CONSTITUENT_READ360SUMMARYisexposed
forinteractionwithCRM,andaggregatestheservicehandlerslistedintheRequestHandlerOverviewsectioninChapter5.
ACampusSolutionsconfigurationpagehasbeencreatedtolimittheamountofdatathatissenttoCRMfordisplayingon
CRM360degreeview(SeetheConfigurationPagesectionlaterinthisdocument).Thispagecanbeusedtolimitthedata
pertainingtoCampusCommunity,FinancialAidYears,andRelationshipsforContributorRelationsdata.Itislocatedat
Home>SetUpSACR>SystemAdministration>ConfigureIntegrations.
OntheCRMside,itispossibletoamendausers360degreeviewsetuptodeterminewhichpartsofthe360degreeview
HigherEducationSectioncomponentstheymayaccess.Disablingacomponentthiswayremovesitfromtherequest
messagefromCRMtoCS.ThissetupislocatedintheCRM9.1systematHome>SetUpCRM>CommonDefinitions>360
DegreeView>ConfigureRole.
CommonServiceRules:
Rowsarefetchedasperservicesecurityimplementation.IfnodataisfoundfortherequestedEMPLID,aresponseis
returnedwiththeSCC_AUTH_FLAGvalueasNoData.Ifauserdoesnthaveaccess,aresponseisreturnedwiththe
SCC_AUTH_FLAGvalueasSecured.TheSCC_AUTH_FLAGisreturnedasEErrorifthereareanyerrorsintheexecutionof
theservicerequest.
RelatedlanguageprocessingisperformedbasedoninputrequestLANGUAGE_CD
3.1 360AGGREGATIONSERVICE
Service:SCC_CONSTITUENT
Operation:SCC_CONSTITUENT_READ360SUMMARY
HandlerClass:SCC_CONSTITUENT:ReadConstituentSummary
Purpose:
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ThisserviceaggregatestheoutputofthecoreserviceshandlersofCSmodulesintoasinglecommonoutputtofeedthe
HE360degreeview.OnrequestfromtheCRMHE360DegreeView,thisservicerespondswithamessagecontainingthe
requestedsectiondatafilledfromthelocalCScoreservices.
ThisServiceaggregatesdataforthefollowingCSsectionsontheCRMHE360DegreeView
ConstituentSummary
3CsInteractions
Admissions
TransferCredits
Academics
Finances
FinancialAid
TranscriptRequests
Affiliations
Rules:
TheAggregationservicehandlerinvokeslocalservicehandlermethodcallsbasedonthesectionflagsforCS
modulesintheinputrequestmessagefromCRM.Itprocesseseachofthesectionflags.Iftheflagfora
particularmoduleisset,itinvokesalocalrequestfordataforthemodule.
3.2 ADMISSIONSCORESERVICE
Service:SAD_ADMISSIONS
ServiceOperation:SAD_READADMISSIONSSUMMARY
HandlerClass:SAD_ADMISSIONS:ReadAdmissionsSummary
Purpose:
TheserviceprovideshighlevelapplicationinformationincludingApplicationNumberandApplicationDateaswellasthe
Institution,CareerandProgramfortherequestedEMPLID.Multiplerowsofdataarereturnedifthestudenthasapplicant
recordsinmultipleinstitutions.ThedataisusedintheHE360DegreeViewtoresolvequeriesregardingapplicationsand
applicationstatus.HereistheAdmissionssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:
Rules:
TheServicereturnsthemostrecenteffectivedatedrowanddoesnotincludeeffectivedateintheoutput
TheservicereturnsDESCRfieldsforthefieldstobedisplayedintheCRMUI.
MultiplerowsofLevel1Scroll(comprisingofdatafromrecordsPS_ADM_APP_DATAand
PS_ADM_APPL_PROG)basedonINSTITUTION,APPLICATION_NBR,ACAD_CAREERandACAD_PROG
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MultiplerowsofLevel2scroll(comprisingofdatafromADM_APPL_PLANandADM_APPL_SBPLAN)unique
combinationsofACAD_PLANandACAD_SUB_PLAN
3.3 CONTRIBUTORRELATIONSCORESERVICE
Service:AV_INVOLVEMENT
ServiceOperation:AV_INVOLVEMENT_READGIVINGS
HandlerClass:AV_INVOLVEMENT:ReadGivingSummary
Purpose:
TheContributorRelationsectionof360DegreeViewdisplaysthegivingdetailspertainingtoaconstituent.Italsodisplays
givingdetailsforselectedrelationships.Thesedetailsarehelpfulforthefundraiserstoknowthedonationsmadebythe
constituentsandhisrelatives.Also,thehelpdeskanalystswouldbemoreinterestedinknowingthegivingpotentialofa
constituentbeforetheyrespondtotheirinquiries.
Aconstituentcanhaverelationshipswithotherpersonsandwithorganizations.Thissectionwilldisplaytheserelationship
detailswiththeirgivinginformation.Toensurethathelpdeskanalystsareawareofconstituentswithahistoryofgiving,an
HTMLAlertPopupwindowisdisplayedindicatingthattheconstituentorrelativeofaconstituenthasahistoryofgiving.
IncludedinthemessagearetheConstituentsTotalLifetimeCommitmentandtheirrelativesTotalLifetimeCommitment
thatexceedsapredefineddollaramount.HereistheContributorRelationssectionoftheCRMHE360DegreeviewUI
impactedbythisservice:
Rules:
ThefollowingdetailshavetobefetchedfromCS
o Givingdetailsoftheconstituent
o Relationshipdetailsoftheconstituent(PersontoPerson/PersontoOrg)
o Givingdetailsoftherelationships(Person/Org)oftheconstituent
o TotalYearToDateGivingandTotalYearsGiving
CurrencyName
o ObtaintheCurrencynamefromAV_INSTALL_INST.BASE_CURRENCY.Thegivingdetailsinformationis
storedinAV_CNST_ACCtableafterconvertingittothebasecurrencyasdefinedinAV_INSTALL_INST.
BASE_CURRENCY.
Relationships
o OnlyCurrentandActiverelationshipsshouldbefetched.
o Onlythoserelationshipsthataredefinedinthe360degreeconfigurationpageshouldbeconsideredfor
sendingacross
o RetrieveRelationshipdetailsonlywhentheuserhassecurityprovidedfortheInstitution.
GivingDetails
o ObtainLifetimeCommitmentdetails,LifetimeOpenPledges,LifetimeGiftPayments,LifetimeHard
CreditsandcalculateTotalYTDandTotalYearsGiving
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o RetrieveGivingdetailsonlywhentheuserhassecurityprovidedfortheInstitution.
MultipleLevel1rows
o Level1canhavemultiplerowsfortheconstituentwhohasahistoryofgivingformorethanon
Institution.
3.4 STUDENTFINANCIALSCORESERVICE
Service:SSF_STUDENT_FINANCIALS
ServiceOperation:SSF_READSTDNTFINANCIALSSUMMARY
HandlerClass:SSF_STUDENT_FINANCIALS:ReadFinancialSummary
Purpose:
Theserviceprovideshighlevelfinancialsinformation.Multiplerowsofdataarereturned,basedonthebusinessunit
combination.ThedataisusedintheHE360Degreeaggregationservice.HereistheFinancessectionoftheCRMHE360
DegreeviewUIimpactedbythisservice:
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_UNITsthatneedtobeprocessedwillbebasedonthe
INSTITUTION_SETfieldvalueoftheOPR_DEF_TBL_CStable.ThisINSTITUTION_SETfieldisthenusedto
determinewhichBUSINESS_UNITsneedtobeprocessedusingtheISET_BU_DTLtable.
CURRENCY_CDisreturnedattheBUSINESS_UNITleveloftheBASE_CURRENCYfieldintheBUS_UNIT_TBL_SF
setuptable.
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3.5 INTERACTIONS(3CS)CORESERVICE
Service:SCC_INTERACTIONS
ServiceOperation:SCC_INTERACTIONS_READCHECKLIST,SCC_INTERACTIONS_READCOMMENTS,
SCC_INTERACTIONS_READCOMMNCTNS
HandlerClass:SCC_360:HANDLER:ReadChecklistSummary,ReadCommentsSummaryandReadCommunicationsSummary
Purpose:
Theserviceprovideschecklists,communicationsandcomments(3cs)forarequestemplid.Thedatawillhighlightall
interactionswiththeEMPLIDontheperioddefinedintheservicesconfigurationpage.Hereisthe3CssectionoftheCRM
HE360DegreeviewUIimpactedbythisservice:
Rules:
TheServicereturnsfiltered3Csdatabasedontheperiodenteredontheconfigurationpage.
TheInteractionsserviceincludesthreemethodcallsinternally(ReadCommunicationSummary,
ReadChecklistSummaryandReadCommentSummary)
CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SCC_CAMPUS_COMMUNITY
ServiceOperation(Communications):SCC_ReadCommunicationSummaryServiceOperation(Comments):
SCC_ReadCommentSummaryServiceOperation(Checklists):SCC_ReadChecklistSummary
3.6 TRANSFERCREDITSCORESERVICE
Service:SSR_STUDENT_RECORDS
ServiceOperation:SSR_READTRANSFERCREDITSUMMARY
HandlerClass:SSR_360:ReadTransferCreditSummary
Purpose:
TheserviceprovideshighleveltransfercreditssummaryinformationsuchasCourseCredit,TestCredit,andOtherCredit
information,includingthecreditstypesourceandunitstransferredfortherequestedEMPLID.HereistheTransferCredits
sectionoftheCRMHE360DegreeviewUIimpactedbythisservice:
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Rules:
MultiplerowsofLevel1ScrollbasedonINSTITUTION,ModelNumberandTermcombination.
CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SSR_STUDENT_RECORDS
andServiceOperationName:SSR_ReadTransferCreditSummary
3.7 TRANSCRIPTREQUESTSSERVICE
ServiceOperation:SSR_READTRANSFERCREDITSUMMARY
HandlerClass:SSR_360:ReadTranscriptRequestSummary
Purpose:
TheserviceprovideshighleveltranscriptrequestsummaryinformationincludingTranscriptstype,reasonandstatusforthe
requestedemplid.HereistheTranscriptsRequestssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:
Rules:
MultiplerowsofLevel1ScrollbasedonRequestNumber.
andServiceOperationName:ReadTranscriptRequestSummary
3.8 FINANCIALAIDCORESERVICE
Service:SFA_FINANCIAL_AID
ServiceOperation:SFA_READFINANCIALAIDSUMMARY
HandlerClass:SFA_FINANCIAL_AID:HANDLER:ReadAidSummary
Purpose:
Theserviceprovideshighlevelfinancialaidinformationincludingfinancialaidyear,applicationdate,statusofoffer
acceptancedisbursement,SatisfactoryAcademicProgressstatusandFANletterdata.Multiplerowsofdataarereturnedin
casethestudenthasrecordsinmultipleinstitutionsandfinancialaidyear.Thedataisfilteredbythefinancialaidyearsetup
definedintheservicesconfigurationpage.
HereistheFinancialAidsectionoftheCRMHE360DegreeviewUIimpactedbythisservice:
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Rules:
MultiplerowsofLevel0RowsetbasedInstitutionandAidYear
Theresponseisreturnedfilteredforthefinancialaidyearsetupdefinedinservicesconfigurationpage.
CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:SFA_FINANCIAL_AIDand
ServiceOperationName:SFA_READFINANCIALAIDSUMMARY
3.9 CONSTITUENTSUMMARYCORESERVICE
Service:SCC_CONSTITUENT
ServiceOperation:SCC_READPROFILESUMMARY
HandlerClass:SCC_360:ReadConstituentSummary
Purpose:
Theserviceprovideshighlevelconstituentsummarysuchasname,contactinformation,IDs,serviceindicators,andthe
FERPAindicator.HereistheConstituentprofilesummaryoftheCRMHE360DegreeviewUIimpactedbythisservice:
Rules:
Theconstituentservicereturnsaddressesbasedoncontactmethodusageinconfigurationpage.
CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:
SCC_CAMPUS_COMMUNITYandServiceOperationName:SCC_ReadConstituentSummary
ThefollowingfieldshaveY/Nvalues:DECEASED,SRVC_IND_NEG,SRVC_IND_POS,FERPA_FLAGindicatorsand
SCC_AFL_DISPLAY
ADDRESSLONGfieldreturnstheconcatenateddifferentaddressfieldsdependingonthecountrycode.
3.10 AFFILIATIONSCORESERVICE
Service:SCC_CAMPUS_COMMUNITY
ServiceOperation:SCC_READAFFILIATIONSUMMARY
HandlerClass:SCC_360:HANDLER:ReadAffiliationsSummary
Purpose:
TheserviceprovidesanoverviewofAffiliationsinformation.Thedatacontainssummaryofeachaffiliationlikestartand
enddatesandstatus.
HereistheAffiliationssectionoftheCRMHE360DegreeviewUIimpactedbythisservice:
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Rules:
CSSOAFrameworkRequestconfigurationregistrationparametersServiceName:
SCC_CAMPUS_COMMUNITYandServiceOperationName:SCC_ReadAffiliationSummary
3.11 ACADEMICSCORESERVICE
ServiceOperation:SSR_READACADEMICSSUMMARY
HandlerClass:SSR_360:ReadCareerSummary
Purpose:
Theserviceprovidesoverviewofastudentsacademicinformation.TheresponsecontainsstudentsCareer,Program,Plan
andSubPlanaswellastheirmostrecentterminformation.HereistheAcademicssectionofCRMHE360DegreeviewUI
impactedbythisservice:
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,multipleacademicprograms
withinthesameinstitutionandacademiccareercanreferencethesamerecentterm.Someexamplesto
illustratethisrelationship:
o
Astudentisactiveintwoprograms,FineArtsandLiberalArtswhicharebothUndergraduateprograms.
CSwouldsend2rowstopopulatetheAcademicsscrollareaoneforeachprogram.Sincebothprograms
aredefinedwithinthesameInstitutionandAcademicCareer,bothprogramswillreferenceoneandthe
samerecentterm.
Astudentispursuingtwoadvancedprograms,anMBAdefinedundertheGraduateCareerandLaw
DegreeundertheLawCareer.CSsendstworowstopopulatetheAcademicsscrollareaoneforeach
programwithdifferentcareers.Recenttermdatawillbesentforeachcareer.
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Incomingfreshmanhasbeenactivatedinaprogrambutnotyetactivatedinaterm.CSwouldsendone
rowtopopulatetheAcademicsscrollarea.Notermdatacanbesentuntilthestudenthasbeenterm
activatedinCS.
CumulativeUnitsintheAcademicssectioncomefromSTDNT_CAR_TERMandliketheothertermdatainthe
exampleabove,thisfieldwillnotbepopulateduntilthestudentistermactivated.
andServiceOperationName:SSR_ReadAcademicDataSummary
3.12 CONFIGURATIONPAGE
NewComponent:SCC_INTEG_WSC(GBL)
Thisisamultiplepagecomponent,withpagesfor
CampusCommunity(DefineContactMethodUsageand3CPeriod)
FinancialAid(DefineFinancialAidYearData)
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ContributorRelations.(DefinePerson/OrgRelationship)
Purpose:ThiscomponentwillbeusedtodefinewhatkindofCSdatashouldbeincludedinservicesfordisplayintheCRM
360degreeview.ThepagewillresideinCampusSolutionsatHome>SetUpSACR>SystemAdministration>Integrations>
ConfigureIntegrations.ThispagecanbeusedtodefineSetUpDatapertainingtoContactMethodUsage,3C,FinancialAid
YearandContributorRelationspersonororganizationrelationships.
Functionality:Uponnavigationtothecomponent,theusercanentersetupdatapertainingto:
ContactMethodUsage:ThisincludesAddress,EmailandPhoneusage.Thesedefinetheorderinwhichthe
systemsearchesforandusestheassociateddata.
3Cs:Alargevolumeofdatapertainingto3Csmaybeavailable.Withthesetuppage,theusercanlimitthe
datathatshouldbesenttotheCRM360degreeview.Theusercaneitherincludealldataordataforthe
pastfewmonths.Byenteringavalueformonths,forexample3,theuserislimitingthe3Cdatatothepast
3months.
FinancialAid:ThispagegivestheuseranoptiontoselectwhichFinancialAidYearsdataunderanInstitutionto
sendtotheCRM360degreeview.
ContributorRelations:Itispossiblethataconstituentmayhaverelationshipswithotherpersonsand
organizations,butwemaynotwanttosendalltheserelationshipstotheCRM360degreeview.Withtheset
uppage,wecandefinewhichrelationshipsareapplicabletobesentacrosstotheCRM360degreeview.
OnlythoserelationshipsselectedherewillbeeligibleforcommunicationtotheCRM360degreeview.
AuditHistory:TheusercanquerythetableSCC_WSC_COMMUNtoknowthelastupdateddatetime
(SCC_WSC_COMMUN.SCC_DATETIME_UPD)andlastupdateduserid(SCC_WSC_COMMUN.
SCC_MOD_OPR)
MoreinformationonfunctionalityoftheConfigureIntegrationscomponentmaybefoundintheCampusSolutionsCRMfor
HigherEducationPeopleBook.
4 SOURCEDATAANALYSISFORRECRUITMENTSECTIONONCRM
Description
TheRecruitingSectiondisplaysdetailsofthesuspectsorprospectswithregardtotheiracademicinterests.The
recruiterscanviewthesummaryofpotentialsuspectsorprospects,theiracademicinterests,career,program,plan,
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subplandetails,LastSchoolAttendedandGraduationDate.TheusercanalsoviewtheLifecycleStatus,andthe
LifecycleStatusDatealongwithotherbasicrecruitinginformation.
SincetherecruitmentrelateddataisavailableinCRMprofiletables,thedataisfetchedfromthesetablesdirectly
anddisplayed.ThedatatotheseprofiletablescomesthroughtheCS_ADM_PRSPCT_ADM_FULLSYNCmessagefrom
CS.
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 SECURITY
ThetablebelowindicateswhatCSsecurityisrequiredtoviewtherelatedCSdataintheCRMHE360View.
CRM360SectionName
CampusSolutionsSecurityParameters
3C'sInteractions
Academics
Admissions
Institution,3CGroupSecurity
Institution,Career,Program,Plan
Institution/ApplicationCentreSecurity(Similarto"ApplicationSummary"
component)
Norowlevelsecurity(Similarto"ViewAffiliations"component)
Institution
Institution(SimilartoGiving Profile component)
Institution
StudentFinancialscanbesecuredbyBusinessUnit.Customershavetheoption
tosecuretheSFapplicationbyBusinessUnitviaUserID/Oprid(shoulduse
SSF_BU_OPRVW),byBusinessUnitviaPermissionList(shoulduse
SSF_BU_CLSVW),ornotuseBusinessUnitrelatedrowlevelsecurity(shoulduse
SSF_BU_NONVW).TheSSF_BU_NONVWshouldbethe"default"securityview,
thecustomerwillneedtomakesurethatiftheyimplementrowlevelsecurity
forBusinessUnitthattheyupdatetheCS"RequestHandlers"pagewiththe
correctsecurityview.
Affiliations
ConstituentSummary
FinancialAid
StudentFinance
TranscriptRequests
Institution/TranscriptType
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CRM360SectionName
CampusSolutionsSecurityParameters
TransferCredits
Norowlevelsecurity
SeetheServiceNotesinthesectiondirectlybelowforsecuritynavigationsetupandAppendixIVforexamplesofsecurity
rolesandrelatedaccess.
5.1 REQUESTHANDLEROVERVIEW
TheCSrequesthandlershaveasignificantimpactonthesecurityofmanyofthe360degreeviewHigherEducationSection
componentsastheyenablethesettingofparticularsecurityviews.Thereisoneoverall,externallyavailablerequest
handlerfortheaggregationserviceasshownbelow;andtheneachofthecomponentshasitsowninternalrequest
handler,whichisshownintherelevantsectionbelow.
RequesthandlersaredefinedinSetupSACR>SystemAdministration>Integrations>RequestHandlers.
ThefollowingtableoutlinestherequesthandlersneededfortheCRM4HE360View.
Service
ServiceName
Aggregation
NOTE:interactswith
CRMandservesasthe
frontendtoallthe
internalservices
3C'sInteractions
NOTE:3Cs360
securityisdriven
primarilybythe
CampusSolutions3C
SecurityGroup
assignedtotheUserID
inSetUpSACR>
Security>Secure
Student
Administration>3C
GroupSecurity.
SCC_
CONSTITUENT
Academics
NOTE:Academics
securityiscontrolled
by:
1. Institution
2. Career
3. Program
4. Plan
5. Requesthandler
SSR_STUDENT_
RECORDS
SCC_
INTERACTIONS
Service
Operation
SCC_
CONSTITUENT_
READ360
SUMMARY
Supported
Interfaces
External
Security
View
SCC_360_
PPLSRCH
ApplicationClass
SCC_
INTERACTIONS_
READCHECKLIST
SCC_
INTERACTIONS
_READ
COMMENTS
SCC_
INTERACTIONS_
READ
COMMNCTNS
SSR_READ
ACADEMICS
SUMMARY
Internal
PERS_
CHKLST5_
VW
CMNT1_
VW
SCC_
COMM_
EMP_VW
Package:
SCC_360
Path:HANDLER
ApplicationClassID:
ReadChecklistSummary
ReadCommentsSummary
ReadCommunications
Summary
Internal
STDNT_
INS_
SCRTY
Package:
SSR_360
Path:HANDLER
ApplicationClassID:
ReadCareerSummary
Package:
SCC_CONSTITUENT
Path:HANDLER
ApplicationClassID:
ReadConstituentSummary
Page14
Service
ServiceName
securityview
Admissions
SAD_
ADMISSIONS
NOTE:Admissions
securityinthe360
viewisdeterminedby
entriesinApplication
CenterSecurity.Set
upAdmissionsCenter
Security(SetUpSACR
>Security>Secure
Student
Administration>User
ID>ApplicationCenter
Security)
Affiliations
SCC_CAMPUS_
COMMUNITY
Supported
Interfaces
Security
View
ApplicationClass
SAD_READ
ADMISSIONS
SUMMARY
Internal
ADM_
MAINT_
SCTY
Package:
SAD_ADMISSIONS
Path:HANDLER
ApplicationClassID:
ReadAdmissionSummary
SCC_READ
AFFILIATION
SUMMARY
Internal
STDNT_
INS_
SCRTY
Package:
SCC_360
Path:HANDLER
ApplicationClassID:
ReadAffiliationsSummary
Package:
SCC_360
Path:HANDLER
ApplicationClassID:
ReadConstituentSummary
Package:
AV_INVOLVEMENT
Path:HANDLER
ApplicationClassID:
ReadGivingSummary
ConstituentSummary
SCC_
CONSTITUENT
SCC_READ
PROFILE
SUMMARY
Internal
STDNT_
INS_
SCRTY
NOTE:Contributor
Relationssecurityis
controlledby:
1. CRAcademic
InstitutionSecurity
(SetupSACR>Security
>SecureContributor
Relations>Secure
InstitutionTable)
2. CRBusinessUnit
security(SetupSACR>
Security>Secure
>SecureBusiness
Unit)
3. Therequest
handlersecurityview
AV_
INVOLVEMENT
AV_
INVOLVEMENT_
READGIVINGS
Internal
AV_INST_
P_SRCH3
Service
Operation
Page15
Service
ServiceName
FinancialAid
NOTE:Thesecurityfor
theFinancialAid
sectioniscontrolledby
SetupSACR>Security
>SecureStudent
Administration>User
ID>Academic
InstitutionSecurity.
FinancialAidusesall
thelevelsofsecurity
notedbelow
institution,campus,
career,program,
dependingonuser
setupandtheareaof
FinancialAid.Also,
thereisitemtype
securitywhichisthe
sameasStudent
Financials.Corelocal
serviceshardcoderow
levelsecurityvia
securityviewsatMain
Menu>SetUpSACR>
Security>Secure
Student
Administration>
UserID>Security
Views.
TranscriptRequests
NOTE:Transcript
requestsecurityis
controlledby:
1. Institution
2. TranscriptType
(SetupSACR>Security
>SecureStudent
Administration>User
ID>TranscriptType
Security)
3. Requesthandler
securityview
SFA_
FINANCIAL_
AID
SSR_STUDENT_
RECORDS
Service
Operation
SFA_READ
FINANCIALAID
SUMMARY
Supported
Interfaces
Internal
Security
View
STUAID_
INS_SCTY
SSR_READ
TRANSCRIPT
REQSTSUMMARY
Internal
SSR_TRQ_
SCRT_VW
ApplicationClass
Package:
SFA_FINANCIAL_AID
Path:HANDLER
ApplicationClassID:
readAidSummary
Package:
SSR_360
Path:HANDLER
ApplicationClassID:
ReadTranscriptRequest
Summary
Page16
Service
ServiceName
TransferCredits
SSR_STUDENT_
RECORDS
StudentFinance
NOTE:Student
Financialscanbe
securedbyBusiness
Unit.Thissectionhas
threesecurityviews
thatreflecthowrow
levelsecurityis
handledinStudent
Financials.
Thesecurityforthe
Financessectionis
predominantly
governedby:
1. Thesecurityviewin
therequesthandler
SSF_STUDENT_FINAN
CIALSinSetupSACR>
SystemAdministration
>Integrations>
RequestHandlers
2. Thentheselection
oftheBusinessUnitin
SetupSACR>Security
>SecureStudent
Financials>UserID>
BusinessUnit
Ifnosecurityseemsto
behappeningwith
othersettings,amend
thesecurityviewto
SFF_BU_OPRVW.
SSF_STUDENT_
FINANCIALS
Service
Operation
SSR_READ
TRANSFERCREDIT
SUMMARY
Supported
Interfaces
Internal
Security
View
None
SSF_READSTDNT
FINANCIALSSUM
MARY
Internal
SSF_BU_
NONVW
(Default)
or
SSF_BU_
OPRVW
ApplicationClass
Package:
SSR_360
Path:HANDLER
ApplicationClassID:
ReadTransferCredit
Summary
Package:
SSF_STUDENT_FINANCIALS
Path:HANDLER
ApplicationClassID:
ReadFinancialSummary
(by
Business
Unitvia
UserID/
OPRID)
or
SSF_BU_
CLSVW
(by
Business
Unitvia
Permissio
nList)
5.2 RECRUITING
DatafortheRecruitingsectionon360degreeviewissourcedfromCRM.Thereisnotaseparaterequesthandlerforthis
sectionoftheHigherEducationInformationgridinthe360degreeview.Consequently,thissectionisanexceptiontothe
others.
Page17
5.3 HE360SECURITYMODEL
Securityhappensattwolevels(3rdand4thpillars).
SecurityLevel1:Thefirstlevelusesframeworklevelsecurityview,whichisonesecurityview
(STUAID_INST/CAR/PLAN_SCRTY)here,configurablewithintheproductuserinterface.
Thissecuritycheckreturnsa"YesGoahead"/Successresponseiftheuserhasaccesstooneormorerowsofthe
constituentsData.Itreturnsa"No"/"Secured"responseiftheuserdoesnthaveaccesstoanyoftheconstituentsdata.
SecurityLevel2:(4thPillar):Thisisahardcodedsecuritysettingwritteninservicehandlers(applicationclasses),whichmay
useoneormoresecurityviewsandisNOTconfigurable,inmostcases.
Page18
Securitylevel1indicateswhetheritisokaytoproceedwiththedataqueryfortherequest(iftheresultisYes/Successthe
userhasaccesstoatleastonerowoftheconstituentsdata).
Securitylevel2isresponsibleforactuallyfilteringoutthatonerow(orasmanyrowsastheuserisallowedtoaccess)and
returnstheappropriatedata.ThisistypicallyachievedbyjoiningsecurityviewswithdataretrievingSQLssothatonly
authorizeddataisreturned.
6 CSTESTSCOREPOSTPROCESS
ToProcessExternalTestScoreData:
1.
Loadthetestscoredatafromafileintoasuspensetableusingtheexternaltestscoreloadprocess.
2.
Reviewandeditthedatathatwasloadedinsuspensepages.
Correctallloaderrorsbeforemovingontothenextstep.Inthesearchdialogpageofthesuspense
component,enterthetestID,ErrorintheEditProcessingOptionfieldandclicktheSearchbutton.Gointo
eachsuspenserecordandcorrecttheerrorsuntileverysuspenserecordhasavalueofComplete(ratherthan
Error)intheEditfieldontheTestScoreSuspenseDatapage.
3.
Afteralloftheloaderrorsarecorrected,runthesearch/match/postprocess.
Thisprocesslooksfordatainthedatabase(basedonsearchparametersdefinedonthesearch/matchcriteria
pagesthatcanincludename,socialsecuritynumber,birthdate,andsoforth)thatmatchesthedatabeing
posted.Forasetofparametersthatsuggestonlyapossiblematch(suchasnameandgender,forexample),
theprocesswillnotposttherecorduntilapersoncanmanuallydeterminewhichrecordsaretrulyduplicates.
Thereisalsoachoicetocreateprospectrecordsandassign3Csduringthepostprocessandtoallowtheuser
toselectwheretopostthedata:CampusSolutionsorEnterpriseCRM.
4.
Gointoeachsuspenserecordthatdidnotgetpostedandchecktoseeifitistrulyaduplicate.
Inthesearchdialogpageofthesuspensecomponent,enterthetestID,CompleteintheEditProcessOption
fieldandPerformintheSearch/MatchProcessOptionfield.ThenclicktheSearchbutton.Thesearchprocess
findsonlythosesuspenserecordsthatwentthroughthesearch/match/postprocessbutdidnotgetposted.
Thereasonthesearch/match/postprocessdidnotposttherecordsisbecauseitfoundapossibleduplicate
recordinthedatabase.Onceinthecomponent,findtheparametersforwhichtheprocessidentifiedamatch,
thenuseSearchMatchtolookupthebio/demoinformationthatmatchesthesuspenserecordanddecide
whetherapersonwhotrulymatchestheincomingdataalreadyexistsinthesystem.Then,specifywhether
thesearch/match/postprocessshouldaddthebio/demoandtestrecordtoyourdatabase,updateanexisting
record,orignorethesuspenserecordaltogether.
5.
Runthesearch/match/postprocessagain.
Theprocesspoststhesuspenserecordsthatweremanuallytaggedtopost.Bythistime,allofthesuspense
recordsshouldbepostedtothedatabase.Whenarecordpoststothedatabase,thesearch/match/post
processassignsanIDtotheperson.Toviewabio/demorecordthatthesearch/match/postprocesscreated,
selectStudentRecruiting,ExternalTestScoreProcessing,Add/UpdateaPersonorStudentAdmissions,
ExternalTestScoreProcessing,Add/UpdateaPerson.Toviewatestscorerecordthatthesearch/match/post
processcreatedorupdated,selectStudentRecruiting,ExternalTestScoreProcessing,TestResultsorStudent
Admissions,ExternalTestScoreProcessing,TestResults.
6.
Purgethesuspensetables.
Page19
Itisrecommendedthatthesuspensetablesarepurgedassoonasallofthesuspenserecordshavebeen
postedtothedatabase.Thishelpsavoidconfusionthenexttimedataisloadedintothesuspensetables.
7.
ReviewTestScoreCandidateData,ifdesired.
Whenexternaltestscoreloadscontainadditionalinformationaboutthestudentsuchasacademicinterests,
extracurricularactivitiesandpriorschoolsattended,thesearch/match/postprocessstoresthedataintheTest
ScoreCandidateDatacomponent.
Theexistingapplicationengineprogramhasbeenmodifiedto:
UpdatemissingcontactandbiographicalrecordsforexistingEMPLIDsinCampusSolutionsifthetargetfieldis
blank,regardlessofthePostTooptionselected
PopulatetheAdmitTermbasedonthenewAdmitTermMapcomponentifpopulatedfortheTestIDentered.
ThisisdoneforprospectrecordsifcreatedinCampusSolutionsorforrecordsmessagedtoCRM
Populatetheprospectprogram,planandsubplanrecordsbasedonthenewProgram/Plan/SubplanMap
componentifpopulatedfortheTestIDentered.ThisisdoneforprospectrecordsifcreatedinCampus
SolutionsorforrecordsmessagedtoCRM
CreateamessagetobeconsumedbyCRMiftheuserselectsPosttoCRMontheSearch/Match/PostTest
Scoresruncontrol.Thismessagecomprisesaheaderrecordwithsomeoftheruncontroldataenteredinthe
Search/Match/PostTestScoresruncontrolpage,recordscontainingbiodemo,prospectandtestscore
information,andfurtherCampusSolutionstestspecific(i.e.testload)suspenserecords.
Populate/UpdateTestResultsinCampusSolutionsiftheuserselectsPosttoCRMontheSearch/Match/Post
TestScoresruncontrolandanEMPLIDexistsinCampusSolutions.
6.1 TESTSCORECRMMESSAGING
CRMmessagingisbasedonIntegrationBrokerMessageSegmentationtechnology.MessageSegmentationisa
bufferingtechnologyusedtosendheavypayloadstoanintegratingPeopleSoftnode.Segmentsofamessageare
pushedtoadatabasewheneverrequired.Specifically,segmentsofamessagearefirstbufferedinthesender
databasewhilethemessageisbeingcreatedandlaterintherecipientdatabasewhilethemessageisbeing
deliveredtotherecipient.Thereceivingsystemcanprocessthemessageasawholeoronesegmentatatime.
ThisrequiresanextrasetupwhereintheSegmentAwareoptionontheNodeDefinitionspageinthePeopleSoft
PIAhastobesetfortheremotenodedefinedonthelocalsystemtohandlesegmentedmessages.Toconfigurea
nodetohandlesegmentedmessages:
1. SelectPeopleTools>IntegrationBroker>IntegrationSetup>NodeDefinitions
2. SelecttheCRMnode(PSFT_CR)withwhichtoworkandclickOK.TheNodeDefinitionspageappears
3. SelecttheSegmentAwareboxasshownbelow
4. ClicktheSavebutton.
Page20
Thedatastructureofthetestscoremessagesisshownbelow:
Page21
6.2 INSTALLATIONSA
ThenewCRMforHigherEducationfieldshouldbecheckedifEnterpriseCRMisinstalled.
6.3 EXTERNALTESTSCOREMAPPING
TheAvailableforCRMPostcheckboxshouldbeselectedifthetestscoreswillbepostedtoEnterpriseCRM.For12TestIDs
(ACT,AP,CRS,DAT,EOS,GMS,GMT,GRE,LST,SAT,SSS,TFL)AvailableforCRMPostisdeliveredasSelectedandcannotbe
edited.
6.3.1 ADMITTERMMAP
TopopulatethemostcompleteprospectandsuspectdatatoeitherCampusSolutionsorCRM,twonewmappingtables
havebeenadded.TheAdmitTermMap(SAD_TERM_MAPmappingtable)allowsthecustomertomapagraduationdate
rangetoanadmitterm.
Page22
Navigation:SetupSACR>ProductRelated>RecruitingandAdmissions>ExternalTestScores>CreateProspectsSetup
Thispageisusedtomapthemajorinterest(s)fromthesuspenserecordifavailabletoanacademicprogram,planor
subplanforpopulationontheprospectrecordinCSorthestagingrecordinCRM.Thetestsprovidingamajorinterestas
partoftheirlayoutare:ACT,EOS,GMASS,SATandSSS.
Uponnavigationtothecomponent,theusercanaddtheInstitution,CareerandTestIDforwhichtheyaremappinga
graduationdaterangetoanAdmitTerm.Uponenteringthepage,theuserwillenterarowforeachgraduationdaterange
andadmittermtheyaremapping.
Theusercan,aspercurrentfunctionality,enteradefaultadmittermontheSearch/Match/PostTestScoresruncontrol
pagetocatertothosecaseswherethefieldisblankonthesuspensefile.Theycanalsoleavethedefaultvalueblankin
whichcasenoadmittermwillpopulateduringthepostprocess.
6.3.2 PROGRAM/PLAN/SUBPLANMAP
TheProgram/Plan/SubplanMap(SAD_INTPROG_MAPmappingtable)allowsthecustomertomapamajorinterestcodeto
anacademicprogram,academicplanoracademicsubplan.Onlytestswherethisdataisavailableareeligibleformapping.
TheoptiontoenterdefaultvaluesontheSearch/Match/PostTestScoresRuncontrolstillexistsforthosetestscoreswhere
thisdataisnotprovidedandforrecordsforaneligibletestscorewherethedataisnotprovided.
Navigation:SetupSACR>ProductRelated>RecruitingandAdmissions>ExternalTestScores>CreateProspectsSetup
Thispageisusedtomapthemajorinterest(s)fromthesuspenserecordifavailabletoanacademicprogram,planor
subplanforpopulationontheprospectrecordinCSorthestagingrecordinCRM.Thetestsprovidingamajorinterestas
partoftheirlayoutare:ACT,EOS,GMASS,SATandSSS.
Uponnavigationtothecomponent,theusercanaddtheTestIDforwhichtheyaremappingamajorinteresttoaprogram,
planorsubplan.Uponenteringthepage,theuserwillenterarowforeachmajorinterestandprogram,planorsubplan
theyaremapping.
Theusercan,aspercurrentfunctionality,enteradefaultprogram,planorsubplanontheSearch/Match/PostTestScores
runcontrolpagetocatertothosecaseswherethefield(s)areblankonthesuspensefile.Theycanalsoleavethedefault
valueblankinwhichcasenoprogram,planorsubplanwillbecreatedforthesuspect/prospectduringthepostprocess.
Page23
6.3.3 SEARCH/MATCHPOSTTESTSCORESRUNCONTROL
TheSearch/Match/PostTestScoresruncontrolpagehasbeenmodifiedtoallowtheusertoselectwheretheywanttopost
thedata:CampusSolutionsorCRM.ThisoptionappearsonlyforthosecustomerswhohaveCRMinstalledandwherethe
TestIDenterediseligibleforpostingtoCRM.
IftheTestIDenteredonthepageiseligibleforpostingtoCRMandtheCRMInstalledcheckboxissettoYon
INSTALLATION_SA,thePostToradiobuttonsdisplay.IftheuserselectsPostToEnterpriseCRM,theCreateProspects
checkboxissettoYesandrequirestheusertoentertherequiredfieldsforprospectcreation.IftheuserselectsPostTo
EnterpriseCRM,theAssign3CscheckboxwillnotdisplayasthisfunctionalityisspecificonlytopostingtoCampusSolutions.
TheusershavetheoptiontocreateprospectsiftheyselectPosttoCampusSolutionsasthefunctionalitycurrentlyexists.
ThischangeallowscustomerstheoptionofmovingthesuspectandprospectrecordsovertoCRMwithoutcreatingan
EMPLIDinCampusSolutions.
IftheuserselectsPosttoEnterpriseCRMonSAD_TEST_POST,theapplicationenginewillstillgothroughthesearch/match
processandtheSearchEditOptiononthesuspenserecordwillbesetbasedontheSearch/MatchResults.
IftheSearch/MatchresultsinaNewID,theapplicationengineprogramwillbemodifiedtonotcreatethe
EMPLIDandrecordsassociatedwiththeEMPLIDinCampusSolutionsbuttocreateamessagewiththedata
thatexistsinthesuspenserecordsfortheTestIDenteredthatcanbeconsumedbyCRM.Inaddition,the
informationontheruncontrolandthedatatransformedfromthevariousmappingroutineswillalsobe
createdinamessagetobeconsumedbyCRM.Themessagewillincludeaheaderrecordwithsomerun
controlparameters,astandardizedbiodemoandprospectinformationrecord,astandardizedtestscore
recordalongwiththetestspecificsuspenserecords.Althoughnotusedinthecurrentchange,arecord
containingname/valuepairwillalsobeintroducedforanyfuturecustomizationorenhancements.Oncethe
messagesarecreated,theapplicationengineprogramshouldsetSAD_TEST_SUSPN.SRCH_PROC_OPTNto
Complete(C)andSAD_TEST_SUSPN.POST_PROC_OPTNtoPurge(P).
IftheSearch/MatchresultsinupdatinganexistingID,theapplicationengineprogramwillbemodifiedto
onlycreateSTDNT_TESTandSTDNT_TEST_COMPrecordsinCampusSolutionsfortheEMPLID.The
applicationengineprogramwillalsobemodifiedtocreateamessagewiththedatathatexistsinthe
Page24
suspenserecordsfortheTestIDenteredthatcanbeconsumedbyCRM.Inaddition,theinformationonthe
runcontrolandthedatatransformedfromthevariousmappingroutineswillalsobecreatedinamessageto
beconsumedbyCRM.Themessagewillincludeaheaderrecordwithsomeruncontrolparameters,a
standardizedbiodemoandprospectrecord,astandardizedtestscorerecordandthecommonprospect
recordsalongwiththetestspecificsuspenserecords.Althoughnotusedinthecurrentchange,arecord
containingname/valuepairwillalsobeintroducedforanyfuturecustomizationorenhancements.Oncethe
messagesarecreated,theapplicationengineprogramshouldsetSAD_TEST_SUSPN.SRCH_PROC_OPTNto
Complete(C)andSAD_TEST_SUSPN.POST_PROC_OPTNtoPurge(P).
IftheSearch/Matchresultsinmultiplematches,theuserwillneedtomanuallydetermineifthesuspense
recordmatchesoneofthepossiblematchesfoundorshouldbeanewEMPLID.Thisisdocumentedinstep
#4ofthecurrentprocessabove.Thesearch/matchroutinesetsSAD_TEST_SUSPN.SRCH_PROC_OPTNto
Perform(P)andleavesSAD_TEST_SUSPN.POST_PROC_OPTNasAwaitingSearch(A).Theuserwill
manuallyupdateSAD_TEST_SUSPN.SRCH_PROC_OPTNandSAD_TEST_SUSPN.POST_PROC_OPTN.Ifthe
usersetsPOST_PROC_OPTNtoUpdateExistingID(U),theuserwillalsoindicatetheEMPLIDtoupdateon
theappropriatesuspenserecordbasedontheTestID.
SuspenseRecordsthatareeligibleformessagingtoCRM:
o
o
o
o
o
ACT:
AP
CRS
DAT
EOS
GMASS
GMAT
GRE
SAD_ACT_SUS
SAD_ACT_SUS_COL
SAD_ACT_SUS_HS
SAD_ACT_SUS_STD
SAD_AP_SUS
SAD_AP_SUS_AWRD
SAD_AP_SUS_PREV
SAD_AP_SUS_SCHL
SAD_AP_SUS_TEST
SAD_CRS_SUS
SAD_CRS_SUS_JP
SAD_CRS_SUS_MJR
SAD_CRS_SUS_PRV
SAD_CRS_SUS_STD
SAD_CRS_SUS_STS
SAD_DAT_SUS
SAD_EOS_SUS
SAD_GMS_SUS
SAD_GMT_SUS
SAD_GMT_SUS_TST
SAD_GRE_SUS
Page25
LSAT
SAT
SAD_SAT_SUS
SAD_SAT_SUS_COL
SAD_SAT_SUS_HS
SAD_SAT_SUS_I
SAD_SAT_SUS_II
SAD_SAT_SUS_STD
SAD_LAW_SUS
SAD_LAW_SUS_MTR
SAD_LAW_SUS_TST
SSS
TOEFL
SAD_SSS_SUS
SAD_SSS_SUS_AP
SAD_SSS_SUS_APC
SAD_SSS_SUS_SAT
SAD_TFL_SUS
UserswillcontinuetousetheexistingExternalTestScorePurgeProcesstopurgethesuspenserecordsoncetheyhave
completedpostingthedata.
Page26
APPENDIXI GLOSSARY
Term
Description
Asynchronous
Message
Enterprise
IntegrationPoint
(EIP)
Asynchronousmessagesarenotrealtime themessageissenttobepickedupatsomelatertime
bythereceivingapplicationsmessagebroker.
CommonlyreferredtoasEIPsinCRM4HE,theseareasynchronousservicesthatpushinformation
suchaschangestothevaluesoffieldstoothersystemsasXMLmessagesviaIntegrationBroker.
Pleaserefertochapter2EnterpriseIntegrationPointsandAppendixIIforfurtherinformation
HTML
HyperTextMarkupLanguage designedtodisplaydata,withfocusonhowdatalooks.HTMListhe
universalmarkuplanguagefortheWeb.HTMLletsyouformattext,addgraphics,createlinks,input
forms,framesandtables,etc.,andsaveitallinatextfilethatanybrowsercanreadanddisplay.
Basicunitofdatasentfromonewebservicesagenttoanotherinthecontextofwebservices.
Message
Rowsetbasednon
containermessage
Rowsetbasedmessagesareusedforpublishinghierarchicaldata,withaparentchildrelationship.
ThesemessagesarebuiltfromthePeopleSoftrecordshierarchically.Acontainermessageis
basicallycomprisedofmessagepartsandthesemessagepartscanbeeitherrowsetmessagesornon
rowsetmessagestherefore,anoncontainermessagelackscomponentpartsandisinonechunk
only.
SOA
SOAFramework
ServiceOrientedArchitecture SOAisanarchitecturalstylethatsupportsintegrationofbusiness
processesaslinkedservicesthatmaybeaccessedwhenneededoveranetwork.
CampusSolutionshasimplementeditsownSOA,andthishasbeenreferredtoasaframework.
Synchronous
Message
Synchronousmessagesaresentandthereceivingapplication waitsforasuccessfulresponsefrom
theremotesystembeforeitwillcontinue.
WebService
Awebserviceisasetofrelatedapplicationfunctionsthatcanbeprogrammaticallyinvokedoverthe
internet,designedtosupportinteroperablemachinetomachineinteractionoveranetwork,making
iteasyforapplicationstocommunicate.
Alternativedescription:WebServiceisanapplication(function/task)ofasystemexposedoverthe
internetforusebyexternalsystems.BuiltonXMLandHTTP
eXtensibleMarkupLanguage Designedtostructure,storeandtransportdata,withfocusonwhat
datais.XMLisindependentofhardware,software,andapplication
XML
Page27
APPENDIXII INTEGRATIONBROKERSETUP
BeforeusingCRM4HE,usersarestronglyadvisedtofamiliarizethemselveswithPeopleSoftIntegrationBroker,whichis
themechanismthathandlesthemessagingatthecoreofCRM4HE.PleaseconsulttheIntegrationBrokerPeopleBook
(EnterprisePeopleTools8.49PeopleBook:PeopleSoftIntegrationBroker>IntegrationScenarios)orundertakeacourse
withOracleUniversitytoacquirethisknowledge.CRM4HEwillnotworkiftheintegrationbetweentheCampus
SolutionsandCRMdatabasesisnotfunctioning.
INTEGRATIONSETUPWITHCRM
CRM4HEaimsatprovidingintegrationbetweenCampusSolutionsandCRMthroughvariousWebServices.Pleasenote
thatallserviceoperationsaredeliveredinactive.Userswillneedtoactivatetherequiredserviceoperationtoget
started.
1) SetupthegatewayinCSandCRM(PeopleTools>IntegrationBroker>Gateway)
2) SetuptheNodeinCSandCRM(PeopleTools>IntegrationBroker>IntegrationSetup>Nodes)
3) Nodenameshouldbethesameinboththepublishingandsubscribingdatabases.TheCRMNodehastobe
markedSegmentAware,sinceTestscoresusemessagesegmentation.SeeSection6.1TestScoreCRMMessaging
formoreinformation.
4) Setupsinglesignoninbothdatabases(PeopleTools>SecurityObjects>SingleSignon).Selectbothnodesinboth
databases.
5) CheckdomainstatusisActive.(PeopleTools>IntegrationBroker>ServiceOperationMonitor>DomainStatus)
6) Verifytherequiredqueuesarerunning(PeopleTools>IntegrationBroker>ServiceOperationMonitor>Queue
Status).Ifnot,presstheRunButton.ItmaybenecessarytochangethestatusofthefollowingQueuestoRUNin
caseithasnotbeenset:SAD_CRM_SETUP,SAD_CRM_DATA,andPERSON_DATA.(NavigatetoPeopleTools>
IntegrationBroker>IntegrationSetup>Queues)
7) ActivatetheServiceOperationsRequired.(PeopleTools>IntegrationBroker>IntegrationSetup>Service
Operations>IntegrationPoints)
QUERYACCESSSERVICE(QAS)
QASenablesexternalapplicationstoaccessPeopleSoftQueryviaseveralserviceoperations.Dependingonthe
application,theexternalapplicationwillneedtouseseveralserviceoperationsincombination.Theservice
operationsforQASarepartoftheserviceQAS_QRY_SERVICE.QASserviceoperationsaregroupedintothe
followingcategoriestohelpdescribetheserviceoperations:
QueryCreationServices(QCS)
QuerySecurityServices(QSS)
QueryMetadataServices(QMS)
QueryExecutionServices(QES)
ThevalueofQASisthat,ratherthanhavingtobringallofthestudentinformationtoCRM4HE,itenablesthe
enrollmentmanager,forexample,todynamicallyaccessstudentdatawhenbuildinganaudienceforaretention
program.Inthisway,aninstitutioncansetupitsdefinitionofanatriskstudentontheCampusSolutionssideand
haveCRM4HEdynamicallyaccessthatdatawhencreatingtheaudience.Thentheinstitutioncanrunretention
programstargetedtothataudience.
NOTE:TouseCRM4HEwithQASrequiresPeopleTools8.5.However,usingCRM4HEwithoutusingQASdoesnot.
Page28
APPENDIXIII DATAPUBLISHARCHITECTURE
ThemainobjectiveoftheEIPsistopublishdatawheneverachangehappensontherecordforthegivenentitiesofthe
EIPsorwhentheuserrequestsdata.Thisdatacanbecreated/updated/deletedthroughvariouschannelslike
Components,Componentinterfaces,andBatchProcesses.
Forpublishingdata,theEIPprojectusesCSServiceOrientedArchitecture(SOA)whichissimple,lightweight,flexible,
andconfigurable.ThisframeworkhasasetofclassesandAPIswhichmaybeusedeitherdirectlyorby
extending/implementingoneoftheframeworkclasses.
MODESOFPUBLISHING
B ATCH P UBLISH
BatchPublishisaprocessthatdoesRealTimepublishingofdatathatiscreated/updated/deletedbyanybatch
process:COBOL,SQRorApplicationEngine.Amorecomprehensiveexplanationofusingthismodeisprovidedin
APPENDIXVIBatchPublishEIPs.
Themainprocess,whilecreatingdatainanapplicationtable,willalsowritearowofdataintheBatchDelaytable
whichwillbeusedbythebatchreplayprocesstofetchtheactualdatafromtheapplicationtablesandpublish.
Manyexistingprocesseshavealreadybeenconvertedintobatchreplayprocesses,andtheyarelistedintheBatch
ProcessTableshownlaterinthissection.ThefollowingstepsexplainhowtoimplementBatchReplayfora
Process,ifanewprocessisrequiredoranexistingoneneedsmodification(notlistedintheTable):
CreateaJob,wherethefirstprocesswillbetheactualBatchProcessandthesecondonewillbetheBatch
Replayprocess.Iftheexistingprocessisalreadypartofajobwithmultipleprocesses,thenthebatch
replayprocesswillbeaddedasthelastprocesstothatexistingjob.
Modifythefirstprocesssothatforeachrecordthatiscreated,updatedordeletedfromtheapplication
table,arowiswrittenintotheBatchDelayTable.TheBatchDelayTablecontainstheApplicationtable
Name,Keyfieldvalues,andanAuditActionfieldtotellifthedatawasAdded,UpdatedorDeletedinthe
applicationtable.
ThesecondprocessinthejobwhichistheBatchReplayprocesswillquerytheBatchDelaytablefor
processinstancesofallbatchprocessespartofthatjobtoknowtherecordsthatwereupdatedbythe
actualprocesses.ItusestheKeyfieldvaluesstoredintheBatchDelaytabletofetchtheactualdatafrom
theapplicationtables.Themessageispopulatedwiththisdataandispublished.ThedataintheBatch
DelayTableispurgedafterpublishing.
Usersshouldnotethatrunningboththenormalandbatchreplayversionsofprocessessimultaneously
willgenerateanerror.Consequently,itisrecommendedthatachoiceismadeaboutwhichprocessis
retainedintheprocessgroupbeforetheimplementationofCRM4HEismadeavailabletotheusers.
Page29
Thisdiagramillustratesthebatchprocesses:
O NLINE P UBLISH
Thismodeofpublishingisusedwhendataiscreated/updated/deletedfromonlineComponentsorComponent
Interfaces.Theprocessflowdiagrambelowillustratesonlinepublishing.
O NLINE P UBLISH R EMOTE COBOL INVOCATION

COBOLprocessescanbeinvokedfromonlinecomponentsasaremotecall.AremotecalltoCOBOLhappenswhen
theuserclicksabuttoninthepage.Thismeansthemessagethatispublishedfromthiscomponentshouldalso
containthedataprocessedbytheCOBOLprogram,apartfromthedatafromthecomponentbuffer.
Page30
AnexampleofsuchaprocessisfoundontheApplicationProgramDatapage:
ClickingtheCreateProgrambuttoninitiates2COBOLprocessestocalculateanydepositfeesdue(SFPDEPRC)
andaddtheapplicationprogramintoStudentRecords(ADPCPRRC).Thelogicalflowofaremotecallisillustrated
below.
Userclicksbuttonin
thepage
TriggersFieldChangeEvent
DoSaveNow()
InComponentSavePostChange,Populatethemessage
Partiallywithdatafromcomponentbuffer.
RemotecalltoCOBOL.
CapturedataprocessedbyCOBOLfromdatabase.Populate
themessagewiththisdata.
FieldChangeEvent
F ULL S YNC P UBLISHING

Thismodeofpublishingisusedwhentheuserrequestsafullsynchronizationofentitiesbetweentheparticipating
systemsforagivenEIP.Generally,afullsyncisruninitiallytosynchronizethedatabetweenCSandCRMand
thereafterthedataisusuallysynchronizedthroughincrementalpublishing.Anotableexampleofthisisthe
existingEIPCS_PERS_DATA_EXTEND_FULLSYNC,whichhasbeenbrokendownintothenewrealtimeEIPslisted
below:
SCC_SRVC_IND_SYNC
SSR_EXTRACUR_ACTVTY_SYNCS
SCC_PERSON_SYNC
Page31
TheexistingCS_PERS_DATA_EXTEND_FULLSYNCshouldbeusedtoseedthedatainitially,butthereafterthereal
timeEIPslistedabovewouldkeepitsynchronized.Thereare2patternsofFullSyncPublishingthatcouldbe
chosendependingontheEIP:
EnterpriseComponent(EC)FullSync
SOAFullSync
E NTERPRISE C OMPONENT (EC) F ULL S YNC

TheexistingFullSyncPublishingbetweenCSandCRMhasalreadybeenimplementedusingtheECFullSync
Pattern.FollowingaretheEIPswhichcanbepublishedusingECFullSyncfromCStoCRM:
Functionality
ApplicationCenterSecurity
RecruitmentCenterSecurity
Prospect
Applicant
TestScoreSync
PersonExtension
EIP
CS_SCRTY_APPL_CTR_FULLSYNC
CS_SCRTY_RECR_CTR_FULLSYNC
CS_ADM_PRSPCT_DATA_FULLSYNC
CS_ADM_APPL_DATA_FULLSYNC
CS_TEST_SCORES_FULLSYNC
CS_PERS_DATA_EXTEND_FULLSYNC
SOA F ULL S YNC

ThispatternofFullSyncpublishingwillpublishdatafromalltherecordsthatappearinthemessagestructure.
UserswillhavetoselecttheFullDataPublishModeintheCSEventRegistrationforaparticularEIPtoexecutea
FullDataSync.
AllthenewEIPsspecifiedbelowwillbeusingthispatternofSOAFullsyncpublishing:
Functionality
AcademicInstitutionSetup
AcademicCampusSetup
AcademicCareerSetup
AcademicProgramSetup
AcademicPlanSetup
AcademicSubplanSetup
AcademicTermSetup
ExternalOrg
SchoolTypeSetupTable
TestSetup
TestComponentSetup
TestSecuritySetup
AdmitTypeSetup
AcademicInstitutionSecurity
AcademicCareerSecurity
AcademicProgramSecurity
AcademicPlanSecurity
ReferralSourceTable
StudentStatusChange
EIP
Page32
SOAFULLSYNCSETUP
ThefollowingstepsareneededtosetupSOAfulldatasync,usingSAD_TEST_SCRTY_FULLSYNCasanexample:
1. EventRegistration(Home>SetupSACR>SystemAdministration>Integrations>EventRegistry
2. ClicktheRunNowbuttonontherowwiththeIntegrationModesetasFullRefresh.Thiswillpublishallthe
datafromtheunderlyingmessagerecordsoftheServiceOperationincontext:
Note:EventRegistryconfigurationsforallEIPsaredeliveredasscriptsaspartoftheFeaturePack2project
package.
SOACONFIGURATION
EVENTREGISTRATION
Navigation:Home>SetupSACR>SystemAdministration>Integrations>EventRegister.
ItismandatorythatalltheEIPsareregisteredinSOAEventRegistry.TheSOAEventRegistrationforCRM4HEis
deliveredandconfiguredasshownbelowtomakeanEffectiveDate/FullSyncReplay.
EIP
StudentStatusChange
AcademicInstitutionSetup
AcademicCampus
AcademicCareer
AcademicProgram
AcademicPlan
ServiceOperation
SSR_ACAD_PROG_SYNC
SSR_ACADINST_SETUP_SYNC
SSR_ACADCAMP_SETUP_SYNC
SSR_ACADCAR_SETUP_SYNC
SSR_ACADPROG_SETUP_SYNC
SSR_ACADPLAN_SETUP_SYNC
EventReplaySupport
EffectiveDated.
EffectiveDated.FullRefresh.
EffectiveDated.
EffectiveDated
EffectiveDated.
EffectiveDated.
EffectiveDated.
EFFDTFiltering
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Page33
EIP
AcademicSubPlan
AcademicTerm
ExtOrg
SchoolTypeSetup
TestIDSetup
TestComponentSetup
TestSecuritySetup
AdmitTypeSetup
AcademicInstitution
Security
AcademicCareerSecurity
AcademicProgramSecurity
AcademicPlanSecurity
ApplicationCenterSecurity
RecruitmentCenterSecurity
TestScoreSync
Prospect
Applicant
ServiceIndicatorSync
AdmissionInterestSync
ExtraCurricularActivity
ExternalAcademicData
PersonSync
ReferralSourceTable
MappingBOID&EMPLID
ServiceOperation
SSR_ACADSUBPLAN_SETUP_SYNC
SSR_ACADTRM_SETUP_SYNC
SCC_EXT_ORG_SYNC
SCC_SCHL_TYPE_SETUP_SYNC
SAD_TEST_SETUP_SYNC
SAD_TEST_COMP_SYNC
SAD_TEST_SCRTY_SYNC
SAD_ADMITTYPE_SETUP_SYNC
SCC_SRVC_IND_SYNC
SCC_PERSON_SYNC
SAD_RFRL_SRC_SETUP_SYNC
CS_STUDENT_BOID_SYNC
EventReplaySupport
EffectiveDated.
EffectiveDated.
EffectiveDated.
EffectiveDated.
EffectiveDated.
EffectiveDated.
NA
FullRefresh.
EffectiveDated.
NA
FullRefresh.
NA
FullRefresh.
NA
FullRefresh.
NA
FullRefresh.
NA
NA
NA
NA
EffectiveDated.
NA
EffectiveDated.
NA
NA
NA
EffectiveDated.
NA
EFFDTFiltering
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
NA
NA
Yes
Yes
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Yes
NA
Yes
NA
NA
NA
Yes
Yes
NA
ForalltheabovelistedEIPs,EventNotificationprocessingisused.NoapplicationclassneedstobementionedintheSOA
EventRegistration.
6.3.4 EVENTREPLAYMODE
IntheEventRegisterpagesEventReplayModegroupbox,fortheIntegrationModecolumn,thereare3integrationmodes
withthefollowingoptions:
1. EffectiveDatedthismodesendsonlythecurrenteffectivedatedrowsofdatainthemessage.Itremovesfuture
datedrowsfromthecurrentmessagedata,andsendstheremainingdatatotheEffectiveDatedDelayTable
SCC_EFFDELAY,thensendstheremainderofthemessage
2. FullRefreshthismodecompletelyreplacestheolddatawithalldatainthesourcerecords,andwouldnormallybe
usedwhenthesystemisbeingsetupforthefirsttime.Thismodecausesalldatafromallthetableswhichare
usedinthemessagestructuretobesent
Page34
3. IncrementalThismodeisnotyetimplemented
SOANOTIFICATIONHANDLER(FORCRMCS)
Navigation:Home>SetupSACR>SystemAdministration>Integrations>NotificationHandlers
TheNotificationHandlerhasbeendeliveredconfiguredasshownbelow:
EIP
ServiceOperation
PackageName
Path ClassID
T189Application
Topics
TestScoreSync
SAD_TEST_SCORE_SYNC
CS_TEST_SCORE_SYNC
:
:
:
Subscription
CSStudentTopicSync
CSTestScoreSync
BATCHPROCESSTABLE
ThefollowingtableliststhebatchprocessesthathavebeenconvertedintobatchreplayprocessesaspartofCRM4HE.If
youaremodifyinganyofthesebatchprocesses,andthemodificationinserts/updates/deletesdatainrecordslistedbelow,
therewouldbeaCRM4HEEIPimpact.
Note:Theruncontrolpagesforthesebelowmentionedbatchprocesseswilldisplaytheoriginalprocessaswellasthenew
Batch Replay job (original process plus the batch replay process). Selecting the original process would do the usual
processingwithoutdatapublishing.Selectingthebatchreplayjobwoulddotheusualprocessingandpublishthedata.
BatchProcess
Object
Modified
EIP(s)Published &Records
Impacted
BatchReplay
ProcessName
ApplicationDeleteProcess
ADAPPDEL.sqr
ADM_PRSPCT_CAR
ADM_PRSPCT_PROG
ADM_PRSPCT_PLAN
ADM_PRSPCT_SBPL
PRSPCT_RCR_CAT
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_INTRST_HDR
ADM_INTERESTS
EIPAPDEL
Page35
BatchProcess
Object
Modified
Impacted
BatchReplay
ProcessName
TS189SMP
adappgen.sqc,
adtrnacd.sqc,
ccmntpd.sqc
Modifiedexisting
processes:
ADAPPPJ&
ADCRMPST
ApplicationStatusUpdate
ADMTLPGS.SQR
AlternateProgramaddition
process
ADALTPRG.sqr
SMPTestScore.
CreateProspectsfromTest
Scores&
CreateProspectsfromquery
process
AEs:
SAD_CRT_PGM,
SAD_PRS_CRT,
SAD_TEST_PST,
SAD_POST_LIB
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
STDNT_TEST
STDNT_TEST_COMP
EXTRACUR_ACTVTY
EXT_ACAD_DATA
EXT_ACAD_SUM
SCC_PERSON_SYNC
PERSON_SA
ADM_PRSPCT_CAR
ADM_PRSPCT_PROG
ADM_PRSPCT_PLAN
ADM_PRSPCT_SBPL
PRSPCT_RCR_CAT
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PRO
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_PRSPCT_CAR
ADM_PRSPCT_PROG
ADM_PRSPCT_PLAN
ADM_PRSPCT_SBPL
PRSPCT_RCR_CAT
ADM_INTRST_HDR
ADM_INTERESTS
EXTRACUR_ACTVTY
SCC_PERSON_SYNC
PERSON_SA
STDNT_TEST
STDNT_TEST_COMP
EIPPRGUP
EIPALTPR
SMPTestScore:
EIPTSTPS.Create
Prospectsfrom
TestScores&
CreateProspects
fromQuery:
EIPPRSP.
Page36
BatchProcess
Object
Modified
Impacted
BatchReplay
ProcessName
EDITS130Transcript
Srch/Post
adtrnpst.sqr,
cccmntpd.sqc,
adtrnacd.sqc
Modifiedexisting
jobADTRNPJto
includethebatch
replayprocess.
Applicationprogramupdate
ADMPGPGS.sqr
GraduationReporting
srgrddrv.sqr
EXTRACUR_ACTVTY
EXT_ACAD_DATA
EXT_ACAD_SUM
STDNT_TEST
STDNT_TEST_COMP
SCC_PERSON_SYNC
PERSON_SA
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
SSR_ACAD_PROG_SYNC
STDNT_CAR_SEQ
ACAD_PROG
ACAD_PLAN
ACAD_SUBPLAN
MassReplaceSecurity
AE:
SCC_SCRT_UPD
QuickAdmitBatchApps
adappgen.sqc
CreateApplicantsfrom
Tests.
GenerateTestScore
ApplicantData.
adappgen.sqc
SCRTY_TBL_INST
SCRTY_TBL_CAR
SCRTY_TBL_PROG
SCRTY_TBL_PLAN
SCRTY_APPL_CTR
SCRTY_RECR_CTR
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_PRSPCT_CAR
ADM_PRSPCT_PROG
ADM_PRSPCT_PLAN
ADM_PRSPCT_SBPL
PRSPCT_RCR_CAT
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
EIPPGUPD
Modified
existingjob
SRGRDDRJto
includethe
batchreplay
process.
EIPSECRP
EIPQCKAD
EIPTSAPP
Page37
BatchProcess
Object
Modified
Impacted
BatchReplay
ProcessName
ProspectDeleteProcess
adprsdel.sqr
EIPPRSDL
UCASPostProcess
AE:
SAD_UC_IMPAP
SMPTAC
AE:
SAD_TCPSTANZ,
TAC_POST_LIB
CBAPPostProcess
AE:
SAD_CPST_AE
PopulationUpdate
AE:
SCC_POP_UPD
RecruiterAssignment
adasgrec.sqr
ATPLoad
ccatppst.sqr
ADM_PRSPCT_CAR
ADM_PRSPCT_PROG
ADM_PRSPCT_PLAN
ADM_PRSPCT_SBPL
PRSPCT_RCR_CAT
ADM_INTRST_HDR
ADM_INTERESTS
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
SCC_PERSON_SYNC
PERSON_SA
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
ADM_PRSPCT_CAR
ADM_PRSPCT_PROG
ADM_PRSPCT_PLAN
ADM_PRSPCT_SBPL
PRSPCT_RCR_CAT
SCC_EXT_ORG_SYNC
SCC_EXT_ORG_VW2
EXT_ORG_TBL
ORG_LOCATION
ORG_LOC_PHONES
ORG_CONTACT
ORG_CNTCT_PHN
ORG_DEPT
ORG_DEPT_PHN
EXT_ORG_TBL_ADM
EIPUCAS
EIPTAC
EIPCBAP
EIPPOPUP
EIPRCASG
EIPORG
Page38
BatchProcess
Object
Modified
Impacted
BatchReplay
ProcessName
CreateServiceIndicators
ProcessPeople
ReleaseServiceIndicators
ProcessPeople
StudielinkInbound
AE:SCC_SI_ASSN
EIPSIASG
ActivateApplicants
ADPCPPRC.cbl
StudentFinancials
SubsystemGroupPosting
Program
SFPQDPST.cbl
SFCreditCardPayments
SFPCRCRD.cbl
SCC_SRVC_IND_SYNC
SRVC_IND_DATA
SCC_SRVC_IND_SYNC
SRVC_IND_DATA
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
SSR_ACAD_PROG_SYNC
STDNT_CAR_SEQ
ACAD_PROG
ACAD_PLAN
ACAD_SUBPLAN
SSR_ACAD_PROG_SYNC
STDNT_CAR_SEQ
ACAD_PROG
ACAD_PLAN
ACAD_SUBPLAN
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
SSR_ACAD_PROG_SYNC
STDNT_CAR_SEQ
ACAD_PROG
ACAD_PLAN
ACAD_SUBPLAN
ADM_APPL_DATA
ADM_APP_CAR_SEQ
ADM_APPL_PROG
ADM_APPL_PLAN
ADM_APPL_SBPLAN
ADM_APPL_RCR_CA
SSR_ACAD_PROG_SYNC
STDNT_CAR_SEQ
ACAD_PROG
ACAD_PLAN
ACAD_SUBPLAN
AE:SCC_SI_RELS
AE:SAD_SL_IN
EIPSIRLS
EIPSTDLN
ADPCPPRJ
SFGRPEIP
SFCRDEIP
Page39
APPENDIXIV SECURITYROLEEXAMPLES
Hypothetical
CRMRole/HE
Role
ITHEAgent
Responsibilities
TheITHEagentisresponsibleforresponding
toITcases.
Note:OnActionsDropdownonlyAddCases
andAddServiceOrdersshouldbevisibleinthe
dropdown.
CSCRMHE
LevelOneAgent
TheHEAgent(Level1)isasupportagentwho
isresponsiblefornonITcasesandproviding
solutions(directlyorindirectly)tocasesthat
areraisedbyconstituentandstaff.
CSCRMHE
LevelTwoAgent
TheHEAgent(Level2)isablendedagentwho
isresponsibleforrespondingtobothITand
nonITcasesandprovidingsolutions(directly
orindirectly)tocasesthatareraisedby
constituentsandstaff.
Thisisasuperuserandhasaccesstoall
sectionsandnodeswithin360.
HEBlended
Agent
TheHEBlendedAgentisresponsibleforboth
ITCasesandNonITCases.Theydonothave
accesstofinancialinformation.
AccessibleSections
within360degree
view
Notapplicableforthis
user
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
TranscriptRequest
Affiliations
Recruiting
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
TranscriptRequest
Finances
FinancialAid
Affiliations
Recruiting
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
TranscriptRequest
Affiliations
Recruiting
Nodeswithin360degree
view
(ITTree)
GlobalCases
Cases
Assets
ServiceOrders
ChangeRequests
WorkOrders
Defects
Interactions
(SupportTree)
GlobalCases
Cases
InstalledProducts
Leads
Opportunities
MarketingActivities
Events
Interactions
(BlendedTree)
GlobalCases
Cases
InstalledProducts
Assets
ServiceOrders
ChangeRequests
WorkOrders
Defects
Leads
Opportunities
MarketingActivities
Events
Interactions
(BlendedTree)
GlobalCases
Cases
InstalledProducts
Assets
ServiceOrders
ChangeRequests
WorkOrders
Defects
Leads
Opportunities
Page40
Hypothetical
CRMRole/HE
Role
Responsibilities
AccessibleSections
within360degree
view
HE
Administrator
TheHEAdministratorwhoisresponsiblefor
HErelatedsetups.
Thisisasuperuserandhasaccesstoall
sectionsandnodeswithin360.
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
TranscriptRequest
Finances
FinancialAid
Affiliations
Recruiting
CSCRM
FinancialAid
Officer
FinancialAidOfficerprovidesguidancewith
grants,loans,bursariesandscholarshipsto
provideforthepaymentoftuitionandother
expensesincidentaltoattendanceat
institution.
CSCRMHE
Recruiter
Recruiteranswersquestionsorissuesfrom
constituent.
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
Finances
FinancialAid
Affiliations
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
FinancialAid
Affiliations
Recruiting
CSCRM
Fundraiser
Fundraiserwhosolicitsfinancialcontributions
fromconstituents(usuallyalumni)forthe
institution.
Profile
Checklist
Communications
comments
Affiliations
view
MarketingActivities
Events/Interactions
(BlendedTree)
GlobalCases
Cases
InstalledProducts
Assets
ServiceOrders
ChangeRequests
WorkOrders
Defects
Leads
Opportunities
MarketingActivities
Events
Interactions
(SupportTree)
GlobalCases
Cases
InstalledProducts
Leads
Opportunities
MarketingActivities
Events
Interactions
(SupportTree)
GlobalCases
Cases
InstalledProducts
Leads
Opportunities
MarketingActivities
Events
Interactions
(HERecruitercanseeLeads
andOpportunitiesassigned
tohimonly)
(SupportTree)
GlobalCases
Cases
InstalledProducts
Leads
Opportunities
MarketingActivities
Events
Interactions
Page41
Hypothetical
CRMRole/HE
Role
Advisor,
Student,
Instructor
HEStudent
HEFaculty
Member
HEAdminforall
ofCRMHE
Responsibilities
StudentaccessestheHESelfService
applicationtologcases,viewcasesandsearch
forsolutionsandFAQs
StudentaccessestheHESelfService
applicationtologcases,viewcasesandsearch
forsolutionsandFAQs
FacultyMemberorStaffaccessestheHESelf
Serviceapplicationtologcases,viewcases
andsearchforsolutionsandFAQs
Thisrolewouldbeabletoaccesssetup
componentsandtransactionalpages
AccessibleSections
view
within360degree
view
Only
self
service N/A
access.Doesnotaccess
360degreeview
Only
self
service N/A
360degreeview
Only
self
service N/A
360degreeview
Profile
Checklist
Communications
Comments
Admissions
Academics
TransferCredits
TranscriptRequest
Finances
FinancialAid
Affiliations
Recruiting
(BlendedTree)
GlobalCases
Cases
InstalledProducts
Assets
ServiceOrders
ChangeRequests
WorkOrders
Defects
Leads
Opportunities
MarketingActivities
Events
Interactions
Page42
APPENDIXV TROUBLESHOOTINGTIPS
CommonError,ExceptionsandtheirResolutions
1.
Configurationerror:
Sectionsimpacted:Checklists,Communications,Comments,FinancialAid,andContributorRelations.
Somesectionsdisplayedinthe360degreeviewneedconfigurationdefinedintheConfigureIntegrationspagetowork,in
absenceofaconfigurationtheywillthrowadefinedexceptionontheUITheConfigureIntegrationFiltershavenotbeen
definedinCampusSolutions.
DefinetheconfigurationforthesesectionsascoveredinSection3.12ConfigurationPage.
2. InstitutionSetSetupError
SectionsImpacted:Finances
TheFinancessectionrequiresanInstitutionSettobemappedtothecurrentuser.Intheabsenceofthismapping,a
definedexceptionisthrown:UnabletodeterminetheBusinessUnitsasInstitutionSetfieldhasnotbeensetupforOPRID:
'XYZ".
3.
GenericSectionError
SectionsImpacted:Any
IncaseofagenericSQL/PeopleCodeerrorinasection,allotherworkingsectionsarefetchedandtheparticularsection
displaysthesummaryoftheerrorasshownbelow
EnableandViewtheCSSOAFrameworklog,toanalyzethepointandcauseoferror.
Page43
APPENDIXVI BatchPublishEIPs
WhenviewingaProcessSchedulerRequestpage,manyprocesseswillnowhavetwoversions,asshownbelow:
Drillingdownonthejobrevealsitincludestheoriginalprocessplusanotherbatchreplayprocess:
AllprocessesimpactedbyCRM4HEEIP'swillhavethispublishjobinadditiontotheexistingprocess.Thisisreferredtoas
thebatchdelaymodel.Batchprocessesmayupdatemorethanonerowatatimeandcouldprocessalargenumberof
rows.Hence,insteadofsendingoneXMLmessageperrow,oneconsolidatedXMLmessageiscreatedforallrowsimpacted
bythebatchprocessandsenttoCRM,whichimprovesperformance.
TheBatchPublishmodeisusedwhendataiscreated,updatedordeletedthroughbatchprocesseslikeApplicationEngine,
SQRorCOBOLprograms.Thiscontrastswiththeonlinemodeofpublishing,whichisusedwhendataiscreated,updatedor
deletedfromonlineComponentsorComponentInterfaces,suchasapageintheCSapplication.Itdoesrealtime
publishingofdatathatiscreated,updatedordeletedbyanybatchprocessCobol,SQRorApplicationEngine.
Themainprocesswill,whilecreatingdatainanapplicationtable,alsowritearowofdataintheBatchDelaytablewhich
willbeusedbytheBatchReplayprocesstofetchtheactualdatafromtheapplicationtablesandpublishtheminanXML
message.
AnotherimportantdistinctionbetweentheordinaryprocessandthebatchreplayprocessishowtheyhandleEIPs.Inthe
exampleshownabove,theApplicationDeleteprocessADAPPDELonlydeletestheapplicationsandinsertsrowsintothe
batchdelaytableifCRM4HEisenabledwhereastheEIPAPDELjobrunstheADAPPDELprocessandalsopublishesEIPsas
partofthesecondprocessinthejob.
EIP'ssynchronizecertainsetupandtransactionalentitieswithCRM,andtherearetwodistinctentrypointsforthisdata:
OnlineUI
BatchProcesses
TriggeringEIP'sfromtheonlineUIisstraightforward,butbatchprocessesarecomprisedofonlineobjects(Application
Engines),codelineobjects(SQR's,COBOLs)andintegrationPeopleCodewhichcannotbeusedincodelineobjects.To
streamlinetheEIPtriggersacrossallbatchprocesses,theSOAFramework'sBatchDelayModelisused.Wheneveran
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Add/Update/Deleteoperationisperformedonthesesharedentities,anentryismadeinthebatchreplaytable.Itstores
enoughinformationtoconstructanXMLmessage(likeprocessinstance,recordnames,keyvaluesandauditaction).The
batchdelayprocessiscoupledwiththisimpactedprocessasajob,whichpicksuptherowsinbatchdelaytableandforms
theXMLmessagefortransmissiontoCRM.Thebatchdelaytableholdstheserowsforthebatchdelayprocesstopickup,
andthentheyarepurged.
Page45

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CAMPUSSOLUTIONS

O NLINE P UBLISH R EMOTE COBOL INVOCATION

F ULL S YNC P UBLISHING

E NTERPRISE C OMPONENT (EC) F ULL S YNC

SOA F ULL S YNC

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