Got APIs?

We Do.

As well as 8 years of

experience Automating

eTranscripts

2

Agenda

• Automation, what does it mean?

• Finding the Solution for You

• Implementation Methodology

• Automation Workflows

• Highlight: Ellucian APIs

• Questions & Answers

3

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

4

What Does it Mean to Automate?

5

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:

PDF

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

6

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

7

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

8

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

9

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

10

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?

11

Analysis Paralysis: Not on our watch!

• Workshops with agendas & specific goals

• Samples & boilerplates

• Documentation

• Best Practices

12

How SIS Automation Works

PRINT & MAIL

Institution has

available to print for

pick up or mailing

13

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:

PDF

Blue Ribbon

Security

Other Shared Code

Library

7 – 14 days 15 – 30 days 20 – 45 days

Ball State

BDMS Code

14

Ellucian Cloud Communication

15

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

16

Ellucian Technical Details

• Security: HTTPS data encrypted

• Authentication: Institution Level

Credentials

• Firewall Changes: RESTful API calls and

therefore no new firewall openings

required

17

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

18

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

19

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

20

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:

PDF

Blue Ribbon

Security

Other Shared Code

Library

7 – 14 days 15 – 30 days 20 – 45 days

Ball State

BDMS Code

21

Next Steps

• To get a consultation, contact:

– automate@parchment.com

• 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

QUESTIONS?

23

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

Print

Notification

Ellucian Cloud