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eTranscripts Usage and Maintenance WYATT BEST, ENTERPRISE SYSTEMS MANAGER METROPOLITAN COLLEGE OF NEW YORK 1

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Page 1: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

eTranscripts Usage and MaintenanceWYATT BEST, ENTERPRISE SYSTEMS MANAGERMETROPOLITAN COLLEGE OF NEW YORK

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Page 2: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Background

Problem: Credentials Solutions/SCRIP-SAFE dropping us Workload: Transcript custodian for three closed schools Solution: Ellucian eTranscripts via National Student Clearinghouse

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Page 3: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Table of Contents

The PowerCampus Operator Interface Architecture and Troubleshooting Problem Scenarios

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Page 4: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

PowerCampus Operator InterfaceAUDIENCE: FUNCTIONAL STAFF

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Page 5: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

5eTranscripts Workflow

Page 6: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – Request 6

Page 7: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – Student 7

Page 8: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – Order Status 8

Page 9: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – Enrollment Information 9

Page 10: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – Recipient 10

Page 11: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – Stop List 11

Page 12: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Drill Down – History 12

Page 13: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

13Print from Workflow

Page 14: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

14Multiple Recipients

Page 15: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Operator Tips

Sort for Sanity Filter for Finesse Tracking ID field in drill-down:

Use double-click or Ctrl + V to paste, then tab out.

Cannot copy Tracking ID out of field.

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Page 16: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Sorting for Sanity

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Page 17: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Filtering for FinesseQuick filtering method

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Page 18: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Filtering for FinesseStatuses not currently existing in the table will not appear in the Select Criteria list. You can type them manually.

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Page 19: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Status Codes

OR = Order Received

NR = Needs Research

HR = Hold for Restrictions

NF = Student Not Found

EX = Expired

RG = Ready to Generate

FF = Fulfilled Online

FO = Fulfilled Offline

AD = Awaiting Degree

AG = Awaiting Grades

AR = Attachment Needs Review

CA = Cancelled

TF = Transmit Failed

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Page 20: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

NSC Email Communications for PDF

To Requestor Order Confirmation

Consent Form Received

Electronic Transcript Sent

Electronic Transcript Retrieved

To Recipient

Transcript Link

Transcript Password

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Page 21: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Architecture and TroubleshootingAUDIENCE: TECHNICAL STAFF

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Page 22: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

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Page 23: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

What if Service Bus is down?

Paper orders can be printed, but remote status doesn’t update until daily polling.

PDF orders stop in RG status. Why would it go down?

Auto-shutdown if too many SQL connection attempts fail.

You forgot to turn it back on.

Configuration issues

Defect

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Page 24: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

What happens when Service Bus comes back up?

Messages for PDF orders waiting in RG status: Will proceed to FF status.

Messages for orders waiting in intermediate status, like HR: Unknown

Messages for orders already updated be dialing polling: Event Log will record 403 from cloud. Retry them. No harm done.

Message will return to error queue.

Solution: Purge error queue after all orders are resolved.

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Page 25: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

compmgmt.msc

It has a toolbox icon for a reason.

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Page 26: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

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Page 27: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Starting and Stopping Service Bus

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Page 28: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Accessing the Event Log

Computer Management or Windows Event Viewer

Can filter to just errors and warnings.

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Page 29: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Recommend: Increase Event Log Size

Storage is cheap; your time is not.

Defaults originally stored less than a day’s logs in our instance.

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Page 30: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Accessing MSMQ

Especially note error queue

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Page 31: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Adding Time Column 31

Page 32: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Message Body

Contains request tracking Id, institution Id, and the fact that the order was modified.

Can copy and past the request tracking Id into PowerCampus to see which order was affected.

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Page 33: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Retry a Message from the Error QueueC:\Program Files (x86)\Ellucian\PowerCampus ServiceBus\Tools\ReturnToSourceQueue.exe

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Page 34: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

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Page 35: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Purging the error Queue 35

Page 36: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Transcript Order ScenariosAUDIENCE: EVERYONE

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Page 37: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Hold for Restrictions

Automatic email to requestor based on stop reason. Order expires if not cleared in 30 days. Operator can override stops on Order Status tab.

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Page 38: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Needs Research –Various Resolutions

1. Enter correct people ID and save.

2. Mark Student Found as No and save.

3. If legacy/custodial paper transcript, print manually and check Fulfilled Offline on Order Status tab.

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Page 39: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Needs Research: Wrong School 39

Page 40: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Needs Research: No Transcript Detail

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Page 41: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Needs Research: No Transcript Detail

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Page 42: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

No Academic Record, Duplicate PCID

Former student submitted new admissions application under a new name.

Submitted PDF transcript order under the new name. Order automatically attached to newer student Id. Order is in “must cancel” status (HR and no transcript detail). A transcript exists, but under older student Id.

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Page 43: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

No Academic Record, Duplicate PCID - Solution

Merge Id’s ETranscriptOrder.PeopleCodeId column will be updated because of a

FK constraint.

ETranscriptOrder.VerifiedStudentId will not be updated.

At this point, the client still shows the old number under People ID and is in “must cancel” status.

Use SQL to set VerifiedStudentId to NULL. Operator then “finds” the student using the client.

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Page 44: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

“”

It’s so much easier! With the old system, we had to type everything by hand.

NOREEN SMITH, REGISTRAR

Less manual effort.

Students get tracking information.

IT has been involved for less than 1% of orders.

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Page 45: eTranscript Usage and Maintenance · eTranscript Usage and Maintenance Author: Wyatt Best Created Date: 6/20/2018 4:54:58 PM

Questions? [email protected]

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