Video Overview ~ ISIR Corrections Configuration



 

Guide Summary:

  

This guide is a walk through for setting up ISIR Corrections in CL Connect.

 

The ISIR Corrections Batch Process is an automated job that can be configured to run in CL Connect. This process will batch all students in StudentForms who are in the ISIR Corrections queue into a single text file (per award year) and export that file to a location specified in the CL Connect configuration once per day. 

 

File Explorer:

 

1. Create the directory location for the ISIR Corrections output file from StudentForms. Ensure CL Connect has read/write permission to the directories. In the examples below: the directories are local to the server and were created as sub-folders at C:\CL-Connect_Data

 

 

NOTE: For full automation of ISIR Corrections, another instance of TDClient needs to be installed and managed on the same server as CL Connect. This will also require an ISIR Corrections Archive directory to be created.

  

NOTE: If the directories are going to be local to the server, please refer to this article to Create/Identify Network Folders. 

If a network path (UNC) is prefered, then a service user needs to be created for CL Connect and the IIS identity needs to be changed so CL Connect can be granted the read/write permissions. Here is how to update IIS and change the identity for CL Connect.

  

CL Connect:

 

2. Navigate to the CL Connect landing page and click on the Clicking Here... link for Setup CL Connect. 

 

 

Initial Setup:

 

3. Check the ISIR Batch Corrections checkbox on the right and select ISIR Corrections from the menu on the left.


 

ISIR Batch Corrections:

 

4.  The ISIR Batch Corrections configuration in CL Connect will require the following information:

 

Days to Run: The days of the week this process will run. This configuration defaults to all seven weekdays. You can simply click the X icon to remove and click into the field to add days that are missing. 


Time to Run: The time of day this process will execute. It does default to 12:00 AM and this is UTC (Coordinated Universal Time) time. Please adjust this to meet your business needs. 

 

INFO: We use the following site to help convert to UTC time based on the timezone: http://www.timeanddate.com/worldclock/timezone/utc

 

File Extension: The extension for the batch file. Options include txt and dat. Default is txt.


Corrections File Path: This is the location that CL Connect will export these files to. This supports both local server paths as well as network paths (UNC). 


NOTE: All import and export file paths in CL Connect related to StudentForms configurations, must be unique. 


File Name: The name of the file. The default value will be AwardYearInteger_UniqueGUID.txt, if no name is specified. (ex. "1_4685e2c6-c9f8-45a0-95b5-9b23e12a7f32.txt").

  • Available tokens:
    • {{AYLong}}
    • {{AYShort}}
    • {{AYStart}}
    • {{AYEnd}}
    • {{MM-dd-yyyy}}
    • {{MM-dd-yy}}
    • {{MM-dd-yyyy-HH-mm-ss}}

Example File Name: CORR{{AYEnd}}IN{{MM-dd-yyyy-HH-mm-ss}}


TDClient Integration Enabled: Toggles on/off the TDClient integration configuration options. (See Note Below)

 


NOTE: If the "TDClient Integration Enabled" option is set to True, please continue. If it is False please skip to Step 5.

If the TDClient Integration is not going to be enabled, but TDClient is still the SAIG mailbox used by the school then this article shows the header/footer that needs to be added to the ISIR Connections file before it is sent back through TDClient to CPS.

   

TDClient Integration: 


The TDClient integration is optional. This integration allows you to fully automate the ISIR Corrections process by allowing CL Connect to submit the ISIR correction files to CPS on your institutions behalf by using your TG credentials through TDClient. 


NOTE: TDClient is not an application owned by CampusLogic. Our Integration Team has experience with TDClient, but we are not the experts of this software. This software was created, is managed, and provided by the U.S. Department of Education.

Please see the bottom of this article for a link to the Knowledge Center on the Federal Student Aid website.


This does require an instance of TDClient to be installed on the same server as CL Connect. This will be an additional instance for your institution to manage but again, will allow full automation of this process.


The following information is required in CL Connect:



TDClient Executable Path: The location of the "tdclientc.exe" file.


Archive File Path: This is the location CL Connect will use to export the ISIR correction files once they've been sent to TDClient. This cannot be the same path as the "Corrections File Path" above.


TDClient secfile Folder/Relative Path: The location of the "SECFILE" TDClient uses to write the header/footer records. 


NOTE: The FSA website no longer provides the SECFILE. If you have an existing instance of TDClient at your institution, you can simply copy that over to this new instance. It can usually be found in the "TDClient" root folder or in the "Maint" folder inside the "TDClient" root folder.


Name of Transfer: This is sent as part of the TDClient transfer command. From what we understand, this is listed directly in the SAIG website as the name of the transfer. Please use this to distinguish where your ISIR transfers are being submitted from. 


SAIG mailbox User ID: This is the TG username assigned to your institution. 

 

 

The following information is from the Federal Student Aid (FSA) website:
 
> TDClient Resources Library: https://fsapartners.ed.gov/knowledge-center/library/resource-type/TDClient
 
> TDClient Download for Windows: https://fsapartners.ed.gov/knowledge-center/topics/software-and-other-tools/tdclient/tdclient-current-version
 
> TDClient secfile.txt: https://fsapartners.ed.gov/knowledge-center/library/tdclient/2021-09-10/secfile
 
> TDClient Host Communications Guide (usually the first link): https://fsapartners.ed.gov/knowledge-center/library/resource-type/TDClient  (The "Installation on Windows" section begins on Page 18.)

   

5. Click on Save Configurations from the left menu.

 

Save Configurations:

 

6. Click on the Save button.

 

 

Troubleshooting: ISIR Corrections Common Issues

 

Testing: ISIR Corrections Testing

 

Return to the CL Connect - SF ISIR Integrations section.