Overview

The data that feeds from SIS into Slate needs to conform to specific standards for proper processing. This document will cover the synchronization feed that has been configured, including the detailed file specifications, use cases, and development cycles.

Stakeholders

SPS Advising

Special Considerations

Feed Processing

• TODO:
• Slate has been configured to watch for an updated file named "Slate Feed Synchronization Advising.csv" in the "incoming" SFTP folder and then process the records using the "SIS Data Synchronization" source format.
  • The CSV file is generated nightly through a scheduled Crystal Report that uses a procedure called "a2_slate_advising_pbi" on the CEREPORTS server.
    • The file is saved on the H: drive in the following location: H:\Systems and Data Analysis\DATA_EXPORTS\SIS_to_Slate.
    • The file is transferred nightly to the Slate SFTP folder using a script on the AIS terminal server.

Requested Features/Issues

Current Cycle

Release 2022.0.2 [

August 2022]

Features to Complete

• Data Management
  • CEREPORTS procedure to pull integration data for import into Slate
    • a2_slate_advising_student_holds.sql
      • Incremental pull going forward of anything modified in the last 7 days
        Set a tag on the profile for cases where the SPWD (permanent withdrawal) code exists to remove them from active advisees
        • This will remove the amount of data to be loaded daily
      • a2_slate_advising_student_detailsstudents
        • Update to pull only records with updates in the last 7 days
      • a2_slate_
    course_historyUpdate to pull only records with updates
    • • advising_enrollments
        • Add parameter to allow for a full history pull, or just the latest term (max from took)
        • Latest term is the file to feed to Slate daily
        • Full history can be used to reset enrollment history (as needed)

  Features to Consider

  • One time import of advising notes from previous terms

  Features Ready for Release

  • None

  Previous Cycles

  Release 2022.0.1 [July 15, 2022]

  • CEREPORTS procedure to pull daily file for import into Slate
    • a2_slate_advising_students.sql
      • Population includes all existing students in SIS for MS and MPS degree types
      • Includes SPWD hold codes (permanent withdrawal) to allow tracking
        • Update the Slate record on import to set the Leave status
      • Always perform a full pull of data for the population
      • This is primarily for record generation, but can contain updates
      • Data to include
        • CUID, UNI, first & last name, birth date, email, cu email, gender, program and code, admit term
      a2_slate_advising_student_details.sql
      • Same population
      • Data to include
        • Advisor (ADSL_ADVISOR_ADVISEE)
        • Address, phone, additional contact info
    • a2_slate_advising_student_holds.sql
      • Same population
      • Initial pull of the latest cases by distinct hold type code for all students
      • Data to include
        • Date hold was applied and/or lifted
        • Status of the hold
        • Hold code, name, and notes (if any)
    • a2_slate_advising_enrollments.sql
      • Same population
      • Data to include
        • All registered courses current and history
        • Grades, instructor, term, start/end date