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2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

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Page 1: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Automate your Financial Aid Processing Flow with TD Client

and UC4 Scheduler

Trina SnyderWilliam Renn

Page 2: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

General Announcements:

• Please turn off all cell phones• If you must leave the session early,

please do so as discreetly as possible • Please avoid side conversations

during the session• Questions will be answered at the end

of the session

Thank you for your cooperation

Page 3: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website

http://pabug.org/pennsylvania-banner-users-group-annual-conference/cpe-credits/

or via the PABUG conference app.

For additional questions please contact

Kim Fremont CPE - Coordinator http://pabug.org/contact-us/

CPE Credits - We’ve gone electronic!

Page 4: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Your Institution Information Here

• Info item 1• Info item 2• Info item 3

South-Central Pennsylvania

Public University within PASSHE

Comprehensive Master’s Program

Doctoral Program in Education Leadership

8,300 Students

325 Faculty / 400 Staff

12 Banner IT Staff

8 Financial Aid Staff

Page 5: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Agenda

• Student Aid Information Gateway (SAIG) Overview

• SAIG Mailbox • EDConnect and TDClient – SAIG Tools • Automating Financial Aid Processing Flow with

TDClient• Utilizing UC4 Job Scheduler• TDClient and UC4 working together• Implementing TDClient for Windows or Linux

Page 6: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Department of Education’s Student Aid Information Gateway (SAIG)

• Student Aid Information Gateway allows Federal Student Aid trading partners to securely exchange data with Federal Student Aid Application Systems

• Helps Manage Title IV Federal Student Aid (FSA) information efficiently.

• Allows you to link to resources of various Title IV Application Systems and processing services– CPS, COD and NSLDS

Page 7: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Department of Education’s Student Aid Information Gateway (SAIG)

• Establish a SAIG Mailbox (TG Number) and assign batch data services to be exchanged

• SAIG uses message classes (File Types) to send and receive data

• The incoming files are generally named in this format• syntax: <msg_class><year>op ex. Idsa16op• File Types include ISIRs, Loan Files, Grant Files,

Common Record Files, etc.

Page 8: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Department of Education’s Student Aid Information Gateway (SAIG)

• You may receive all message classes but not all message classes will be loaded into Banner

Page 9: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

EDConnect and TDClient• What’s the Difference?• EDConnect and TDClient are SAIG tools

– Both used to send and receive data transmissions securely over the Internet (message classes or file types)

• EDConnect is PC software • TDClient is a Server software

Page 10: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

EDConnect and TDClient• TDClient is available for the following

operating systems

Page 11: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

EDConnect and TDClient• EDConnect is time consuming

• Individual log in required• SAIG Mailbox password needs reset every 90 days –

manual process• Users log in to EDConnect and manually download and

upload message classes • Email IT to move file to Banner Server

• Lose valuable “working” hours• Download files at the beginning of each work day (8am)• Possible delay if staff member is out of office

– Vacations, sick leave, conferences, turnover

• Increase possibility of errors

Page 12: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

EDConnect and TDClient• TDClient saves time

• Eliminates manual intervention required to download or upload files to SAIG Mailbox

• Reduces chance of errors by eliminating manual intervention

• Increases workday efficiency• No individual log in required• Prevents processing delays due to vacations, sick

leave, conferences, turnover, etc.• Staff start processing aid at 8am

Page 13: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

EDConnect and TDClient• TDClient can be scheduled to send and receive

files overnight• TDClient can be scheduled for multiple

downloads and/or uploads during peak processing times

• TDClient can be scheduled to reset the SAIG Mailbox password every 90 days

Page 14: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• Our transition from EDConnect to TDClient

• Kept EDConnect on some computers• Not recommended to use TDClient and EDConnect

together• 100% transition to TDClient was smooth and easy for

the functional users

Page 15: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• TDClient -

• All data files are downloaded regardless of aid year if available

• Our schedule is 1am and 5am

• After files are downloaded, IT created script runs to rename, concatenate and move ISIR Files to Banner Server

• Script also moves files to a Shared Drive with specific sub folders based on our processing

• Output is emailed to staff in the Financial Aid Office

Page 16: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• Files are moved to a Windows Shared Drive

Page 17: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• TD Client emails are generated

• Subject Line: “TDClient 1415 Files Received” (Name only)

• All files are downloaded regardless of aid year• Email also indicates TDClient process ran successfully

Task exit status: OK Program run completed successfully! Exit status: SUCCESS (000000) Files Downloaded /home/scriptadmin/TDAccess3.2/SAIGIN/idsa16op.093015-011004.dat downloaded... /home/scriptadmin/TDAccess3.2/SAIGIN/idsa16op.093015-011004.dat copying to U:\EDconnect\Download\2015-2016\idsa16op.093015-011004.dat

Page 18: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

Task exit status: OK Program run completed successfully! Exit status: SUCCESS (000000) /home/scriptadmin/TDAccess3.2/SAIGIN/crdl15op.092915-010042.dat downloaded... /home/scriptadmin/TDAccess3.2/SAIGIN/crdl15op.092915-010042.dat copying to U:\EDconnect\Download\2014-2015LoanFiles\CRDL-DirectLoanfiles\crdl15op.092915-010042.dat

Page 19: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

Task exit status: OK Program run completed successfully! Exit status: SUCCESS (000000) /home/scriptadmin/TDAccess3.2/SAIGIN/pgsnpfop.101215-011023.dat downloaded... /home/scriptadmin/TDAccess3.2/SAIGIN/pgsnpfop.101215-011023.dat copying to U:\EDconnect\Download\2015-2016FederalGrantFiles\MISCfiles\pgsnpfop.101215-011023.dat

Page 20: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• Script emails are generated

• Email indicating ISIR Files found, concatenated, renamed and moved to Banner server

– Esar.tap• Email for Correction files (if found)

– Corr.tap• Multiple emails generated for loan, grant and common record files

found and moved to server

Page 21: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

Page 22: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• ISIR Files Moved

– ISIR files found.

– /home/scriptadmin/TDAccess3.2/SAIGIN/idsa16op.093015-011004.dat

– /home/scriptadmin/TDAccess3.2/SAIGIN/igsa16op.093015-011009.dat

– /home/scriptadmin/TDAccess3.2/SAIGIN/igsg16op.093015-011013.dat

• mv idsa16op.093015-011004.dat home/scriptadmin/TDAccess3.2/SAIGPROCESSED/idsa16op.093015-011004.093015-011045.txt

• mv igsg16op.093015-011013.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/igsg16op.093015-011013.093015-011045.txt

• mv igsa16op.093015-011009.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/igsa16op.093015-011009.093015-011045.txt

• moved to /u01/app/sghe/banner/PROD/dataload/finaid/1516esar.tap

Page 23: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient• ISIR Files Moved…

– NO ISIR files found. Complete

Page 24: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

• Correction Files Moved

– Correction files found.

– /home/scriptadmin/TDAccess3.2/SAIGIN/igco16op.092415-010011.dat

• mv igco16op.092415-010011.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/igco16op.092415-010011.092415-011010.txt

• moved to /u01/app/sghe/banner/PROD/dataload/finaid/1516corr.tap

Page 25: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

• Loan Files Moved...

– mv crbn16op.092915-050022.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/crbn16op.092915-010022.092915-011049.txt

– moved to /u01/app/sghe/banner/PROD/dataload/finaid/crbn16op.092915-050022.dat

– mv crpn16op.092915-050017.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/crpn16op.092915-010017.092915-011049.txt

– moved to /u01/app/sghe/banner/PROD/dataload/finaid/crpn16op.092915-050017.dat

Page 26: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

• Grant Files Moved...

– mv pgas16op.093015-051012.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/pgas16op.093015-051012.093015-051043.txt

– moved to /u01/app/sghe/banner/PROD/dataload/finaid/pgas16op.093015-051012.dat

– mv pgmr16op.093015-051021.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/pgmr16op.093015-051021.093015-051043.txt

– moved to /u01/app/sghe/banner/PROD/dataload/finaid/pgmr16op.093015-051021.dat

Page 27: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

• Common Record Files Moved…

– mv craa16op.093015-011032.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/craa16op.093015-011032.093015-011054.txt

– moved to /u01/app/sghe/banner/PROD/dataload/finaid/craa16op.093015-011032.dat

– mv crrc16op.093015-011036.dat

/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/crrc16op.093015-011036.093015-011054.txt

– moved to /u01/app/sghe/banner/PROD/dataload/finaid/crrc16op.093015-011036.dat

Page 28: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

• Miscellaneous Files Moved…

– mv pmessage.093015-011023.dat /home/scriptadmin/TDAccess3.2/SAIGPROCESSED/pmessage.093015-011023.093015-011056.txt

Page 29: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Financial Aid Processing with TDClient

• All files are downloaded (regardless of aid year)• Concatenated and renamed (ISIR) • Moved files to appropriate folders or subfolders on

the shared drive • Emails generated to appropriate staff• Files are ready for processing in Banner• What’s Next?

Page 30: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Utilizing UC4 Processing• UC4 Job Scheduler

– Service that enables us to schedule and monitor batch jobs

– UC4 is able to initiate and manage jobs automatically • Improves current data processes through automation• Provides reporting capabilities• Increases productivity and efficiency

– Functional users can be granted access for their application in the UC4 scheduling system to monitor job status and progress

Page 31: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Utilizing UC4 Processing• Our Data load Process Overview

• UC4 scheduler

Page 32: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Utilizing UC4 Processing• UC4

– Emails generated for ALL Banner jobs– Lis and log files attached to email output for staff review

• Job RCPTP16 with run_id 340087.00 has finished on agent PROD with a status of FINISHED

• Data load Part 1 Process– Loads concatenated ISIR files (esar.tap)

• RCPTPxx, RCPMTCH and RCRTPxx

• Data load Part 2 Process– Loads Correction File (corr.tap) through Need Analysis Process

(RNPFMxx)

Page 33: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Utilizing UC4 Processing• Part 3 – After Corrections Process

– UC4 Assign Tracking and Budget Groups• Runs Popsel (GLBDATA) and RORGRPS• Have not implemented Period Based Budgeting yet

– Change the Banner jobs in UC4

– UC4 Runs GLBDATA for multiple Popsels• C Flags, Dependency Documentation, Dep Docs Waived, W2s required

(parent and/or student), Federal Tax Transcripts (02), Child Support Paid on FAFSA, Food Stamp Recipient, V4, V5 or V6 Group, Selective Service documents no longer needed, etc.

– UC4 Updates RRAAREQ• Runs RORPOST (ROPPCAT) and RORBPST

Page 34: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Utilizing UC4 Processing• Part 3 – Continued

– UC4 Sends Tracking Emails• Runs GLBDATA and ROREMAL• Track 1st Request

– Initial request for documents

• Track 2nd Request – Sent 30 days later unless a new document has been added prior to 2nd request email

being generated

• Track 3rd Request – Sent 30 days from 2nd Request.

» Once the 3rd Request is generated, the student is in a Suspended Status unless a new document has been added.

Page 35: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient and UC4 working together• 8am “Work” begins• UC4 output reviewed

– Grant, Loan and Common Record Files not run through UC4 yet!– Staff run Banner jobs manually to load files– Day to day processing continues

• Packaging, Awarding, Loan Origination, etc.

• Staff run Banner jobs that need Exported – Generate Files

• Craa, crdl, corr

• Staff run Script – Calls TD Client to upload file to SAIG– All Banner jobs go to the Job out folder– Script could be scheduled with UC4 to look at folder and call TDClient to upload files

to SAIG

Page 36: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient and UC4 working together• Next steps…• Almost anything can be scheduled

– UC4 for Packaging and Awarding Aid• Could be scheduled to run nightly

– UC4 for Disbursement ProcessUC4 to run Banner jobs for Grants, Loans and Common

Record Files• Generate emails to staff for their review• Includes lis and log files

UC4 to run Script that calls TDClient to Upload files to SAIG

Page 37: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient Implementation

• How did we accomplish the transition from EDConnect to TDClient?

• Set up and Testing with DOE– SAIG Data Transmission Sites– Networks (SAIGPORTAL, SAIGPORTALTEST)– Network Username and Password

• Username – TG Number- Example: TG11111• Password - Initial password set up by DOE and then school is

responsible to reset every 90 days– Same Password Policy for Live site and Test site

• Both User ID and Password are set with TDClient Command

Page 38: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Windows Implementation• TDClient v3.2.2 Software Download for Windows

• Download tda3.21_windows.zip from www.fsadownload.ed.gov

• Install on Windows 2013 server at C:\Program Files (x86)\TDAccess 3.2

• Follow SAIG Host Communication Guide• TDClient default Folders

Page 39: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Windows Implementation• Script to receive files from SAIG Mailbox

• ReceiveFilesProd.bat• Calls TDClient program to download and save files to

incoming folder• Files serialized if more than one of same message

classEx. IDSA16OP.mmddyy.dat

IDSA16OP.mmddyy.0.datIDSA16OP.mmddyy.1.dat

– Moves the files from incoming folder to a Windows shared drive using a mapping document

– Errors saved to eastatus.txt file

Page 40: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Windows Implementation

• Custom scripts to move files to Banner job server

Page 41: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Windows Implementation

• Script to send files to SAIG Mailbox• SendFilesProd.bat• Files are placed in Upload folder in TDAccess3.2 from Banner jobs server• Header.bat creates a file with header record• Trailer.bat creates a file with trailer record• AttachTrailersHeaders.bat joins header and trailer records to the file to be

uploaded• SendFilesProd.bat executes the tdclientc.exe command to upload file to SAIG

mailbox

• * Reference Message class and TG number slide in additional information

Page 42: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Linux Implementation

• TDClient v3.2.2 Software Download for Linux• Download tdaccess_c32_FSA_linux.SFX from

www.fsadownload.ed.gov• Install to default folder /TDAccess 3.2/• Follow SAIG Host Communication Guide

Page 43: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Linux Implementation

• TDClient Folders

Page 44: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Linux Implementation

• Scripts to receive files from SAIG Mailbox

Page 45: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Linux Implementation

Page 46: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

TDClient – Linux Implementation• Scripts to send files from Banner to SAIG Mailbox

• send.sh: script that takes a file from *Banner Jobout folder• adds header and footer records to the transmitted file• accepts message class and Banner job sequence number as

parameters• a copy of the file is saved to SAIGPROCESSED folder

Ex: ./send.sh <aidyear> <message class> <Banner seq #>

* Banner jobout folder: /u01/banjobs/jobout/PROD/* See Message class and TG numbers slide for sending to SAIG

Page 47: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Open to the Floor

• Questions• Comments

Page 48: 2015 16th Annual PABUG Conference Automate your Financial Aid Processing Flow with TD Client and UC4 Scheduler Trina Snyder William Renn

2015 16th Annual PABUG Conference

Please take time to complete our Conference and Session

evaluations.

YOUR INPUT MATTERS!!!