Automating Data Exchange and Processing of Department of

Automating Data Exchange and Processing of Department of Education Data Files Roweena Carlos, Executive Director Jaime Corea, Senior Information Technology specialist New Jersey Institute of Technology Tuesday 10/13/20, 10: 00 am - 11: 00 am SESSION ID: 2. 2 COHESION SUMMIT 1

Introduction About NJIT About the Presenters The DREAM TEAM…. 2

Inspiration “Don't tell me the sky's the limit when there are footprints on the moon. ” ― Paul Brandt 3

1 Introduction Agenda 2 Message classes 3 Banner processes 4 Automation 5 Summary COHESION SUMMIT 4

Introduction v About NJIT v About the presenter v Department of Education Data Files 5

About NJIT… NJIT offers 126 undergraduate and graduate degree programs in six specialized schools instructed by expert faculty, 98 percent of whom hold the highest degree in their field. ❖Newark College of Engineering ❖Ying Wu College of Computing ❖College of Architecture and Design ❖College of Science and Liberal Arts ❖Martin Tuchman School of Management ❖Albert Dorman Honors College Total enrollment: over 11, 400 Our Campus NJIT is located in the vibrant University Heights district of downtown Newark, just 20 minutes from Manhattan by train. COHESION SUMMIT 6

Message Classes 7

Define Message classes v SAIG uses message classes which are file types to send and receive data between DOE and your institution. v Message classes files are usually named in the following format syntax: <msg_class><year>op ex. Idsa 20 op v File Types include ISIRs, Loan Files, Grant Files, Common Record Files, etc. COHESION SUMMIT 8

Common Message Classes v ISIR files IGSAxx. OP , IDSAxx. OP, IGSGxx. OP v Loan and Pell - CRPGxx. OP, CRDLxx. OP, CRPNxx. OP (RERIMxx) v Correction error - CORExx. OP v Transfer Monitoring -TRNINFOP v Award and disbursement - CRDLxx. IN , CRPGxx. IN COHESION SUMMIT 9

Banner Processes COHESION SUMMIT 10

Banner Processes v ISIR files - RCPTP, RCPMTCH, RCRTP v Loan and Pell – RERIMxx v Correction error – RERCExx v Banner Correction - REBCDxx v Transfer Monitoring – RNRTMNI v Award originations - REREXxx COHESION SUMMIT 11

Automation v Example 1 : Automating the ISIR Dataload v Example 2 : Automating Pell files COHESION SUMMIT 12

Overview v Download v Ellucian Banner processing v Log file review v Timely reporting COHESION SUMMIT 13

Example 1 : Automating the ISIR Dataload(IDSAxxop, IGSGxxop, etc) v Step 1 : Download the file using TDClient and concatenate to create esar. tap v Step 2 : Files are concatenated in file xxxxesar. tap v Step 3 : Run Dataload Part 3 first(RCRTPxx) v Step 4 : Dataload Part 1 : RCPTPxx v Step 5 : Match the ISIR records - RCPMTCH (Financial Aid Matching v Step 6 : Load the data(RCRTPxx) v Step 7 : delete old esar. tap file v step 8: Send email to users when the process flow completes. COHESION SUMMIT 14

Dataload process automation using Automic. 1 2 3 COHESION SUMMIT 15

Dataload process automation using Automic. 3 4 5 77 88 6 COHESION SUMMIT 16

Example 2 : COD Import Process (RERIMxx) using Automic. v Step 1 : Count files in the working directory to process old ones before downloading new ones if any. v Step 2 : Downloads new files with the specified message from the SAIG Portal (CRPGxx. OP). v Step 3: Archives copy of these files in specified archive directory before they are processed. v Step 4: Removes the header and trailer from the file before file is imported in Banner. v Step 5: Runs Banner job RERIMXX runs to import the file from data load folder. v Step 6: Process flow runs itself again until all files are processed. 117

Create a chain (Process flow) to automate the import of Pell CRPGXXOP 1 2 18 3 4 5 6 18

How to have this process flow run automatically? After the chain is completed and all scripts and conditions are placed correctly in the right directories you can simply create an schedule to run this process whenever you want. 19 19

Summary v Simple process to exchange DOE files using AUTOMIC v Schedule the download v Password reset for Td. Client v Error handling v Enhancements 20

Acknowledgements v Ivon Nunez , Director, Student Financial Aid Services v Dr. Basil Baltzis, Senior Vice Provost, Academic Affairs and Student Services v Roweena Carlos, Executive Director, Academic Information Systems COHESION SUMMIT 21

Questions ? COHESION SUMMIT 22

Thank you. Roweena Carlos, Executive Director (rcarlos@njit. edu) Jaime Corea, Senior Information Technology specialist (jdc 53@njit. edu) New Jersey Institute of Technology SESSION: 2. 2 COHESION SUMMIT 23