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INTRODUCTION
TO INGRESS GeorgiaBEST
Patrick Harris
Information Technology Services
April 29, 2015
QUESTIONS/COMMENTS
To ask any questions or add comments,
please use the chat box on the session
window.
THE GEORGIABEST TEAM
PRESENTER INFORMATION
Patrick Harris, GeorgiaBEST
Information Technology Services
ITS: 3 Years
Campus experience: 10 Years
TOPICS FOR DISCUSSION
Purpose and Benefits
The Concept
Data Flow
Setting Up Rules and Codes
Defining Sections, Persons, and
Memberships to INGRESS
INGRESS Processing
GoVIEW
INGRESS Faculty Console
INGRESS Administrator Console
Loading INGRESS Attendance
Verification Data
Loading INGRESS Grade Data
Clearing the INGRESS Log Table
INGRESS PURPOSE AND BENEFITS
Purpose
Associate sending and receiving sections
Seat balancing
Automatically send data to the LMS
Benefits
Automated processing
Dynamically allocates seats
Leverages all Banner functionality
INGRESS:
THE CONCEPT
INtra-Georgia REgistration Sharing System
INGRESS
Database
Collaborative
LMS
System of record for:
· Students
· Faculty
· Courses
· Course Offerings
· Registrations
· Billing
· Financial Aid
Banner Database
Institution C
Banner Database
Institution B
Banner Database
Institution A
· Data consolidation
· Seat Balancing
· Attendance
Verification Entry
· Grades Entry
· Course Content
INGRESS:
DATA FLOW BASICS
Banner Database
INGRESS Database
GoVIEW
Institutional Banner Environment INGRESS Environment Learning Management System
Course Sections, Instructors, Students, Enrollment Counts
Calculated Available Seat Count;Grades and Attendance
Students Register for ClassesFaculty and Admins access
INGRESS from GoVIEWLMS Data(Course Sections, Students, Faculty)
INGRESS:
DATA FLOW DETAILS Institutional Banner Environment INGRESS Environment Learning Management System
INB Banner and SSB Banner
INGRESS User Interface
GoVIEW
INGRESSDatabase Tables
Banner Components for INGRESS
INGRESS Processes
Banner Database
INGRESS Intermediate
Tables
INGRESS Mimic Tables
XML Data Files
Access INGRESSFrom GoVIEW
Web Services:User Updates
INGRESS:
AUTOMATIC PROCESSING
Seat Balancing
Every 10 minutes
Create XML Data Files
4x per day
Attendance Verification/Grades Push
2x per day
BANNER
SETTING UP RULES AND CODES
SETTING UP RULES AND CODES
Term Code Definition – Reporting Term
SETTING UP RULES AND CODES
Part of Term Definition – Reporting Term
No special part of term values are required for use with INGRESS
*** Differs from Non-Affiliate eCore set-up ***
SETTING UP RULES AND CODES
Term Code Translations
SETTING UP RULES AND CODES
Term Code Translations (cont’d)
SETTING UP RULES AND CODES
Enrollment Status Codes
No special enrollment status codes have been established for integration with INGRESS.
SETTING UP RULES AND CODES Registration Status Codes
No special registration status codes have been established for integration with INGRESS.
SETTING UP RULES AND CODES Registration Status Codes
No special registration status codes have been established for integration with INGRESS. Define codes for all parts of term for the reporting term.
*** Differs from Non-Affiliate eCore set-up ***
SETTING UP RULES AND CODES Integration Configuration Settings
If this setting is not defined, the Banner Term code can not be used in the ZSRGDIS process.
SETTING UP RULES AND CODES Integration Configuration Settings
If this setting is not defined, all students and instructors must have the “Preferred” flag set on one email
address (SPAIDEN, GOAEMAL).
SETTING UP RULES AND CODES
Integration Partner System Code and
Integration Partner System Rules
SETTING UP RULES AND CODES
Cross Reference Label and
Partner Integration Code Translation
SETTING UP RULES AND CODES
Grade Code Definition
No special grade codes have been established for use with INGRESS.
SETTING UP RULES AND CODES Section Definition
The Integration Partner Code is the key to flagging sections for reporting to INGRESS. It also identifies which sections are sending and which are receiving.
*** Differs from Non-Affiliate eCore set-up ***
SETTING UP RULES AND CODES Section Definition
Only the Sending institution can send the Maximum seat count for the shared section. Only the Sending institution can Reserve seats (Projected field) for the shared section.
REVIEW
SETTING UP RULES AND CODES
• Term Code Definition
• Part of Term Definition
• Term Code Translations
• Enrollment Status Codes
• Registration Status Codes
• Integration Configuration Settings
• Integration Partner System Codes and Rules
• Partner Integration Code Translation
• Grade Code Definition
• Section Definition
BANNER
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS
Course Section Data
INGRESS: Define section and perform seat balancing
LMS: Define course and section
Person Data (Instructors & Students) INGRESS: Define student and instructor
LMS: Define student and instructor; create LMS login
Membership Data (Enrollments & Instructor Assignments) INGRESS: Class roster; attendance verification; and grades
LMS: Assign instructor to section; allow/deny access to section for student
Student Demographic Data (eCore)
ZSRGDIS – INGRESS Extract Process
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS
Integration Partner Code is the key!
Identifies sections to be
processed
All instructors assigned to
these sections will be
processed
All students with enrollment
activity in these sections will
be processed
ZSRGDIS – INGRESS Extract Process
INB Banner and SSB Banner
ZSRGDIS
Banner Database
INGRESS Intermediate
Tables
· Define Sections· Registration Activity· Assign Instructors
To INGRESS
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS
“When should the extract run?”
After defining sections and assigning Integration Partner codes
After any changes have been made to basic section information
After sections are inactivated or reactivated
Remove Partner Integration Code (section remains active in Banner) OR
Change section Status field to an inactive code
Once per day (minimum)
ZSRGDIS – INGRESS Extract Process
Execute ZSRGDIS through Job Submission (GJAPCTL).
A population selection can be used to limit person data that is pulled;
however, it must be used EVERY time the process is run.
ZSRGDIS – INGRESS Extract Process
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS ZSRGDIS – INGRESS Extract Process
INGRESS
PROCESSING
INGRESS PROCESSING
Occurs Automatically
Every 10 minutes
Using data extracted by ZSRGDIS, INGRESS will: Read up-to-date enrollment counts from Banner
Add, Inactivate, and Update sections in INGRESS
Update maximum and available seat counts in Banner
Associate sending and receiving sections for a shared class, determine remaining seat count, and allocate 3/4 of the remaining seats equally to all sharing institutions
Seat Balancing
INGRESS PROCESSING
Seat Balancing (example)
Sending Institution
INGRESS
Receiving Institution 1
Receiving Institution 2
Enter 20 Seats
Enter 0 Seats
Enter 0 Seats
Sending Institution
Receiving Institution 1
Receiving Institution 2
(20/3) x 75%
INGRESS PROCESSING
INGRESS
Receiving Institution 1
Receiving Institution 2
Sending Institution
Receiving Institution 1
Receiving Institution 2
(16/3) x 75%
Sending Institution
5 Seats Available
5 Seats Available
5 Seats Available
Seat Balancing (example)
INGRESS PROCESSING
INGRESS
Receiving Institution 1
Receiving Institution 2
Sending Institution
Receiving Institution 1
Receiving Institution 2
(4/3) x 75%
Sending Institution
4 Seats Available
4 Seats Available
4 Seats Available
Seat Balancing (example)
INGRESS PROCESSING
INGRESS
Receiving Institution 1
Receiving Institution 2
Sending Institution
Receiving Institution 1
Receiving Institution 2
(1/3) x 75%
Sending Institution
1 Seat Available
1 Seat Available
1 Seat Available
Seat Balancing (example)
INGRESS PROCESSING
INGRESS
Receiving Institution 1
Receiving Institution 2
Sending Institution
Receiving Institution 1
Receiving Institution 2
Sending Institution
1 Seat Available
0 Seat Available
0 Seat Available
Seat Balancing (example)
INGRESS PROCESSING
Only the Sending institution
can reserve seats
Seat Balancing (cont’d)
INGRESS PROCESSING
Occurs Automatically
Every 6 hours: 9AM, 3PM, 9PM, 3AM
Using data extracted by ZSRGDIS, INGRESS will:
Add new students and instructors in INGRESS
Update student information and registration in INGRESS
Update class rosters in INGRESS
Stage Section, Person, and Membership data and create XML data files for loading into the LMS (1.5 hr. later)
Person and Membership Processing and
XML Data File Processing
INGRESS PROCESSING
Occurs Automatically
Twice per day: 8AM and 8PM
Requires Banner Processing to Receive Data
INGRESS Attendance Load (ZSRIAVR)
INGRESS Grade Load (ZSRIGRD)
Attendance Verification and Grade Push
REVIEW
DEFINING SECTIONS, PERSONS, AND
MEMBERSHIPS TO INGRESS • Seat Balancing
• XML Data File Processing
• Attendance Verification and Grade Push
GOVIEW
INGRESS
FACULTY CONSOLE
Attendance Verification
Attendance
verification
entries are
distributed to the
students’ home
Banner
environments
automatically.
INGRESS FACULTY CONSOLE
INGRESS FACULTY CONSOLE Midterm and Final Grades
Midterm and
Final Grades are
distributed to the
students’ home
Banner
environments
automatically.
REVIEW
INGRESS FACULTY CONSOLE
• Attendance Verification
• Midterm and Final Grades
INGRESS
ADMINISTRATOR CONSOLE
INGRESS ADMINISTRATOR CONSOLE Messages
INGRESS ADMINISTRATOR CONSOLE Reporting
INGRESS ADMINISTRATOR CONSOLE Reporting – Section Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Section Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Section Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Roster Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Roster Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Roster Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Roster Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Attendance Verification & Grade Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Attendance Verification & Grade Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Attendance Verification & Grade Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Shared Course Sections Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Shared Course Sections Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Shared Course Sections Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Billing Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Billing Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Class Billing Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Active Receiving w/o Active Sending Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Active Receiving w/o Active Sending Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Active Receiving w/o Active Sending Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Student Analytics Report
INGRESS ADMINISTRATOR CONSOLE Reporting – Student Analytics Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Student Analytics Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Reporting – Student Analytics Report (cont’d)
INGRESS ADMINISTRATOR CONSOLE Settings
Banner is unavailable/available notifications.
INGRESS ADMINISTRATOR CONSOLE Seat Management
INGRESS ADMINISTRATOR CONSOLE Seat Management (cont’d)
REVIEW
INGRESS ADMINISTRATOR CONSOLE
• Messages
• Reporting
• Section Report
• Class Roster Report
• Attendance Verification and Grades Report
• Shared Courses Section Report
• Class Billing Report
• Active Receiving without Sending Report
• Student Analytics Report
• Settings
• Seat Management
BANNER
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
Instructors enter attendance verification data through the INGRESS Faculty Console
Data are pushed down to the intermediate tables to await processing by the institution
Banner processing involves 2 GaMod processes: ZSRIAVR and ZHRNOSH
ZSRIAVR – INGRESS Attendance Verification Load
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
INB Banner and SSB Banner
ZSRIAVRAnd
ZHRNOSH
Banner Database
INGRESS Intermediate
Tables
Results: Registration
Status Code is updated
From INGRESS
Execute ZSRIAVR through Job Submission (GJAPCTL).
Results: Loads data into temporary tables ZTRNOSH and
ZTRNOSS where it is held for later processing by the ZHRNOSH
process. Only loads records for absent students.
ZSRIAVR – INGRESS Attendance Verification Load
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
ZSRIAVR – INGRESS Attendance Verification Load
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
INGRESS courses processed by the INGRESS Attendance Verification Load process
(ZSRIAVR) will always display a ‘Y’ in the ‘Ver’ (verified) column in the ZHANOSH form
ZHANOSH – Attendance Verification Form
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
Execute ZHRNOSH through Job Submission (GJAPCTL).
Results: Processes data in the ZTRNOSH & ZTRNOSS tables; updates registration status code in course sections for absent students.
ZHRNOSH – Attendance Verification Process
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
ZHRNOSH – Attendance Verification Process
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
ZHRNOSH – Attendance Verification Process
LOADING INGRESS
ATTENDANCE VERIFICATION DATA
REVIEW
LOADING INGRESS ATTENDANCE
VERIFICATION DATA
• ZSRIAVR – INGRESS Attendance Verification Load
• ZHANOSH – Attendance Verification form
• ZHRNOSH – Attendance Verification Process
BANNER
LOADING INGRESS GRADE DATA
LOADING INGRESS GRADE DATA
Instructors enter grades data through the INGRESS Faculty Console
Data are pushed down to the intermediate tables to await processing by the institution
Banner processing involves one GaMod process: ZSRIGRD
ZSRIGRD – INGRESS Grade Load INB Banner and
SSB Banner
ZSRIGRD
Banner Database
INGRESS Intermediate
Tables
Results: Grades posted
From INGRESS
LOADING INGRESS GRADE DATA
Execute ZSRIGRD through Job Submission (GJAPCTL).
Results: Posts grades in Banner.
ZSRIGRD – INGRESS Grade Load
LOADING INGRESS GRADE DATA
ZSRIGRD – INGRESS Grade Load
LOADING INGRESS GRADE DATA
View loaded grades on the Class Roster form (SFASLST).
ZSRIGRD – INGRESS Grade Load
REVIEW
INGRESS GRADE LOAD
• ZSRIGRD – INGRESS Grade Load
BANNER
CLEARING THE INGRESS LOG TABLE
CLEARING THE INGRESS LOG TABLE
Over a period, the log table accumulates a large
number of entries, many of which are no longer
needed for troubleshooting purposes over time.
ZSRCLRL can be run at any time during the term
as frequently as needed.
ZSRCLRL – INGRESS Log Table Clearing Process
CLEARING THE INGRESS LOG TABLE
Execute ZSRCLRL through Job Submission (GJAPCTL).
Results: Deletes entries from the INGRESS log table, ZSRSMGL, that
were generated on or prior to the date supplied as the date
parameter.
ZSRCLRL – INGRESS Log Table Clearing Process
CLEARING THE INGRESS LOG TABLE
ZSRCLRL – INGRESS Log Table Clearing Process
REVIEW
INGRESS LOG TABLE CLEARING PROCESS
• ZSRCLRL – INGRESS Log Table Clearing Process
TRAINING ROADMAP
http://www.usg.edu/georgia_best/training/georgiabest_etraining
INGRESS Just-In-Time YouTube Tutorials https://sharepoint.bor.usg.edu/team_sites/ingress/Lists/Just%2
0in%20Time%20YouTube%20Tutorials/AllItems.aspx
Banner Components of INGRESS User Doc http://www.usg.edu/georgia_best/user_docs/gamods8_34_3_
INGRESS_userdoc.pdf
ADDITIONAL ITS RESOURCES & SUPPORT
WHERE CAN I FIND HELP?
http://www.edu1world.org/USG
Community Sources
Authoritative Sources
http://www.usg.edu/georgia_best https://ellucian.force.com/clients/home/home
https://ecommunities.ellucian.com/welcome
WHERE CAN I FIND HELP?
All USG GeorgiaBEST customers have access to Ellucian’s On-Demand Subscription Library.
Access baseline training on your own schedule
Contact the ITS helpdesk (helpdesk@usg.edu) for access information
Additional training is available on the GeorgiaBEST website: http://www.usg.edu/georgia_best/training
MORE INFORMATION and SUPPORT
For an URGENT BUSINESS IMPACT issue, contact the ITS Helpdesk
immediately at 706-583-2001 or 1-888-875-3697 (toll free within
Georgia).
For a NON-URGENT issue, contact the ITS Helpdesk via (1) the
Self-Service Support website at
http://www.usg.edu/customer_services (User ID and password
required. Contact ITS Helpdesk to obtain login credentials.) or (2)
Email helpdesk@usg.edu.
For ITS product and service status updates, go to:
http://status.usg.edu/. Additional information is available at the ITS
Service Level Guidelines and Maintenance Schedule:
http://www.usg.edu/customer_services/service_level_guidelines/.
QUESTIONS?
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