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SIS-to-Slate Sync

SIS-to-Slate Sync

Overview

The data that feeds from SIS back 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.


Technical Details

Current Release Version: 2023.1.2a

Release Date: 



Stakeholders

SPS Admissions

Special Considerations

Feed Processing

  • Slate has been configured to watch for an updated file named "Slate Feed Synchronization.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_import_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 2023.1.3 [September 2023]

Features to Complete

  • None

Features to Consider

  • None

Features Ready for Release

  • None

Previous Cycles

Release 2023.1.2a [June 2023]

  • BUG: In cases where classes change after the student has registered, such as a subterm switch, the TRCL stored data did not align with the actual CLAS data
    • Reloaded 365 days of history to update most recent values in Slate

Release 2023.1.2 [April 2023]

  • Add the balance due on the student account to the data stashed in the SIS Course List data
    • Create an export on the Slate side to allow easy access to the value in queries
    • Create a filter to allow isolation of records with an outstanding balance due

Release 2023.1.1 [March 2023]

  • Mapped the CUID to the Person: External ID field
  • Mapped the APPID to the App: External ID field

Release 2023.1.0 [January 2023]

  • Added Applying and Entering Terms from APPL to the daily feed procedure
    • Update Slate source format to map the two new fields to the Application and Enrollment Term fields for records that are synced

Release 2022.1.0a [March 2022]

  • Added a date check to the HLDS and TDET updates to get anything that changed in those tables within the specified numbers of days
    • Backloaded 90 days to ensure the sync was caught up outside the normal seven day range

Release 2022.1.0 [February 2022]

  • Add a field in Slate to store any registration holds on the applicant's account in SIS and keep it up to date with the daily sync
    • App-Scoped: SIS Registration Holds (sis_reg_holds)
    • Add the new field to the SIS form for viewing and clearing (for cloned apps)
  • Updated source format settings to replace the previous day's import file instead of saving every file forever

Release 2021.1.0 [February 2021]

  • SIS → Slate sync process updates
    • Add a check to the STUD check process to look for a REG-GRP indicator (STUD_STUDENT.Registration_Group_Code)
      • If present, sync the code back to an application-scoped field in Slate
        • SIS Registration Group (sis_reg_group)
    • Add a check for any registered courses for the APPL entering term and store them in an application-scoped field in Slate (comma delimited list of course identifiers)
      • SIS Registered Courses (sis_reg_courses)
    • Update the sync source format to add the new fields

Release 2020.2.4 [October 2020]

  • The Slate sync process needs to be updated to include an indicator of whether the student has a valid STUD record in SIS
    • Create a new field in Slate to store Y/N for the STUD presence
    • Include the value in the SIS to Slate export file and add to the source format for inclusion into SIS

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