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Got APIs?
We Do.
As well as 8 years of
experience Automating
eTranscripts
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Agenda
• Automation, what does it mean?
• Finding the Solution for You
• Implementation Methodology
• Automation Workflows
• Highlight: Ellucian APIs
• Questions & Answers
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Unification on a Platform
2
Credential Holders
collect and manage
their credentials in a
central online profile
3
Credential Receivers
securely collect and
process credentials
1
Credential Issuers provide
verified credentials
electronically, instead of
paperConsumer
Sender
Receiver
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What Does it Mean to Automate?
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Options to Support YOUR Goals
Requesting
Request
Processing Fulfilling Data Receiving
Document
Management
Institution’s own
Ordering Page
Parchment.com
Institutionally
branded
Storefront
Website to
process online
Automate with
SIS using
SFTP
Deeper
integration with
SIS using APIs/
Web Services
PrintInstitution Prints
Parchment Prints
~ Standard
~ Replica
~ Custom
Electronic:
Blue Ribbon
Security
No Data
PESC-XML
EDI
~2 filters
~2 destinations
~Web download
Premium~15 filters
~Unlimited
destinations
~Auto-Collect
~Auto-Route
Online storage
Index file to
import into
Imaging
Systems
Image, Data, or
Image and
Data
You don’t have to invest a lot to get started.
Add-on when you’re ready.
Flexible configuration options to fit your situation
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The Automation Solution for Them
Requesting
Request
Processing Fulfilling Data Receiving
Document
Management
Vanderbilt’s
own Ordering
Page
Web
Processing
Print on campus
Electronic PDF No data Basic Receive All document
management
tools
Institutionally
branded
Storefront
PeopleSoft
Web Services
Print on campus
Electronic PDF PESC-XML All document
management
tools
Institutionally
branded
Storefront
Banner SFTP Electronic PDF
- Resumes
- Delegate
Campuses
PESC-XML Premium
Receive
All document
management
tools
Premium
Receive
None None No Data Premium
Receive
All document
management
tools
None
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We Help You Find the Solution For YOU
Requesting
Request
Processing Fulfilling Data Receiving
Document
Management
Institutionally
branded
Storefront
Automate with
SIS using
SFTP
Replica Print
Electronic PDF PESC-XML Premium
ReceiveAll document
management tools
Most Popular Configuration
We can sleep at night now,
knowing that you are there to help
us through the eTranscript
lifecycle
10 Years of Best Practices from
helping institutions adopt
eTranscripts
Dedicated Implementation Manager
No cost to implement, no matter
which options you choose
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A History of Automation Expertise
First
Installation
2008
+ 37Custom,
Homegrown,
Legacy Systems
66
3527
3 3 1
First
Installation
2005
First
Installation
2008
First
Installation
2012
First
Installation
2012
First
Installation
2013
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Implementation Methodology
• Guide through Business Decisions
• Estimates on
– Who you need &
– For How Long
• Complete Test Plans
Kick Off
Call
Functional
Workshop
Technical
Workshop
Testing and
Training
Workshop
Go-Live
WorkshopOngoing
Support
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Deciding is the Biggest Component
• How will students authenticate?
• How will you handle Alumni?
• Do you know what you want to include on your Certified PDF? (Layout, signatures, seals etc.)
• Do you know what you’d like your customized ordering portal and messages to say?
• Will you have any special needs like multi-campus, legacy system, or alternate credential support?
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Analysis Paralysis: Not on our watch!
• Workshops with agendas & specific goals
• Samples & boilerplates
• Documentation
• Best Practices
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How SIS Automation Works
PRINT & MAIL
Institution has
available to print for
pick up or mailing
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Request Processing
Website to
process online
Automate with
SIS using
SFTP
Deeper integration
with SIS using APIs/
Web Services
A Suite of Automation Solutions
Furman Univ
Shared Code
GA Tech
Shared Code
Oracle Code
Shared Code
Library
Shared Code
Library
Requesting Fulfilling
Institution’s own
Ordering Page
Parchment.com
Institutionally
branded
Storefront
PrintInstitution Prints
Parchment Prints
~ Standard
~ Replica
~ Custom
Electronic:
Blue Ribbon
Security
Other Shared Code
Library
7 – 14 days 15 – 30 days 20 – 45 days
Ball State
BDMS Code
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Ellucian Cloud Communication
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APIs Engaged
Single Sign On
Student Entered Look Up
API: Find a Student/Common Matching
View Request
Check for holds
Collect Data for Transcript
API: Request Transcript
Prepare Standard or Custom
Print-Ready PDF
API: Generate PDF
Student places request
Prepare & Send Customized
eTranscript
Online tracking
Order Request
Order History
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Ellucian Technical Details
• Security: HTTPS data encrypted
• Authentication: Institution Level
Credentials
• Firewall Changes: RESTful API calls and
therefore no new firewall openings
required
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Ellucian API Requirements
• Validation against your own IT Policy
• Resources are required
– Executive Sponsor (recommended)
– Project Manager
– IT Resources (eg, Ellucian Administrator,
DBA, Developer)
– Registrar/Functional user
• Possible upgrade of Ellucian Systems
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Banner• Student
– Student 8.6
– General 8.6
– Accounts Receivable 8.4.5
• Banner XE 9.0 eTranscript API– Student 8.6.2 applied
– DBEU must be applied to the following:
• General
• Student
• Accounts Receivable
Colleague• Colleague Web API 1.3
– SU01163-485 Web API 1.3 Envision Support
– SU62947.07-1805 Colleague Update in Support of API 1.3
– IN011654*12 Web API Install Shield
• SFTP Support– SU011726-4.1.0 sftp DMI
Update
– SU011729-485 sftp Envision Update
• eTranscript Support– SU62497.37-1805 Colleague
Support for eTranscripts
Ellucian API Technical Requirements
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Ellucian API Details
• Timeframe: Planned availability mid-Q2
• Institution Implementation Timeline:– Depends on project requirements including:
• environment availability
• resource availability
• issue resolution
• speed to setup and test case validation
– Seasonal Considerations
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Request Processing
Website to
process online
Automate with
SIS using
SFTP
Deeper integration
with SIS using APIs/
Web Services
A Suite of Automation Solutions
Furman Univ
Shared Code
GA Tech
Shared Code
Oracle Code
Shared Code
Library
Shared Code
Library
Requesting Fulfilling
Institution’s own
Ordering Page
Parchment.com
Institutionally
branded
Storefront
PrintInstitution Prints
Parchment Prints
~ Standard
~ Replica
~ Custom
Electronic:
Blue Ribbon
Security
Other Shared Code
Library
7 – 14 days 15 – 30 days 20 – 45 days
Ball State
BDMS Code
![Page 21: Got APIs? We Do. · Dedicated Implementation Manager No cost to implement, no matter which options you choose. 8 A History of Automation Expertise First Installation 2008 + 37 Custom,](https://reader033.vdocuments.us/reader033/viewer/2022041709/5e471dc5ef57ff3bea485829/html5/thumbnails/21.jpg)
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Next Steps
• To get a consultation, contact:
• Read Case Studies on SIS Automation
• Learn more about the Ellucian APIs &
Parchment:
– http://exchange.parchment.com/ellucian
• If you’ll be at AACRAO come see us
and chat more: Booth 301
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QUESTIONS?
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Automation Technical Workflow
Institution Parchment Send
Ellucian APIs
Portal
Institution Website
Banner /
Colleague
Authentication Home Page
Order
Checkout
Order
Processing
Online Ordering
Transcript Request
Web Service
Find A Student /
Common Matching
Consent Required
Implied ConsentStudent Login
SSO
Identify &
Authenticate
Student/Alumni Online Access
Self
Register
Update
StatusGenerate PDF
or Status
Render, Certify,
Deliver
SFTP Inbox
Local Print
Production
Electronic
Delivery
Parchment
Notification
Ellucian Cloud