powercampus migration of email addresses 8.8 · 2019. 2. 20. · powercampus migration of email...
TRANSCRIPT
PowerCampus Migration of Email Addresses8.8.1
Angelica OropezaSr Business Analyst, Ellucian
SESSION ID: EL145166
© 2018 ELLUCIAN. SESSION ID: EL145166
Statements about Ellucian products and services are confidential and proprietary to Ellucian. This presentation is not a commitment, promise or other obligation to deliver any material code or functionality, and it should not be relied upon in making any purchase decision. Development and release of Ellucian products and services may change, without prior notice, at Ellucian’s discretion.
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Disclaimer
© 2018 ELLUCIAN. SESSION ID: EL145166
• Please turn off your cell phone/pager
• If you must leave the session early, please do so as discreetly as possible
• Please avoid side conversation during the session
Thank you for your cooperation!
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Session rules of etiquette
© 2018 ELLUCIAN. SESSION ID: EL145166
• Explain the steps to prepare PowerCampus before migrating the emails
• Demonstrate the usage of the migration tool
• Show the behaviour and capabilities of the email address update
Introduction
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© 2018 ELLUCIAN. SESSION ID: EL145166
Agenda
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1 Background
2 Preparing for migration
3 Migration tool
4 Using the email address
5 Demo
6 Q&A
BackgroundStoring email as part of the address information was not the right design
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© 2018 ELLUCIAN. SESSION ID: EL145166
• IDEA-20879-Separate email_address from physical address
• Issues of having email as part of the address:
• Setting the address as Inactive affected the email
• The only option to contact students was using the preffered address email
• Manually update of the email when there was an address change
• Workarounds to store emails in different places
• Email does not change year to year as a phisical address
• There was no field to indicate when a person doesn’t want to receive notifications viaemail
• No field to indicate when an email is a bad address.
Background to change the email
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Preparing for migrationUpgrade, setup code table and email validationexpression.
© 2018 ELLUCIAN. SESSION ID: EL145166
• Released in July 2017
• Going forward, you need to upgrade to 8.8.1 before upgrading to a following version.
8.8.1 Release
Higherversion8.8.18.8.0
8.4.x 8.5.x 8.6.x 8.7.x
DB changes forgender
DB changes foremail
© 2018 ELLUCIAN. SESSION ID: EL145166
• Install/upgrade your database and PowerCampus application.
• Specify email categories in the code table Email type
Preparing PowerCampus
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© 2018 ELLUCIAN. SESSION ID: EL145166
• Verify the email regular expression in System Administrator >Tools > Setup >Email validation expression
Preparing PowerCampus
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Migration toolThe tool assist you in moving your current email addresses automatically
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 1: Database connection
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 2: Map emails from each address to email types
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 2: Map emails from each address to email types
Indicate how emails will be migrated
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 3: Map emails from telecommunications to email types
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 4: Set primary email type
Available only if the Set Email in Preferred Address as Primary Email setting is off
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 5: Inquiry and application form
© 2018 ELLUCIAN. SESSION ID: EL145166
Step 6: Results reports
© 2018 ELLUCIAN. SESSION ID: EL145166
CR-000150275 - Email Data Migration Tool fails – Hotfix available
The hotfix addresses a timeout issue reported and an scenario where application or inquiry forms hasn't been created.
Cases
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eCommunities posts
Using the email addressThere are some processes that have beenupdated due to the email address change
© 2018 ELLUCIAN. SESSION ID: EL145166
Email address tab
© 2018 ELLUCIAN. SESSION ID: EL145166
Self-Service regular expression
© 2018 ELLUCIAN. SESSION ID: EL145166
• Inquiry and Application form
• Self-Service
• Mail merge
• NSC
• PowerFaids
Proceses updated
Demo
© 2018 ELLUCIAN. SESSION ID: EL145166
• 8.8.1 is a mandatory upgrade going forward.
• Now emails have their own place to be stored and their own categories independent from address.
Summary
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Questions
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Thank you.We want to hear from you.
Angelica [email protected]
SESSION ID: EL145166