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Integration Tasks for Admins

Overview

Audience: Admins & SuperAdmins

Product: Class Scheduling

As a new Term approaches, there are some simple changes you can make within your CourseDog instance to help prepare for success.

Contents

Ensure you complete a Term Rollover in your SIS before turning on a new Term in Coursedog

New Term Scheduling Setup

CourseDog syncs with your SIS nightly.  In preparation for Scheduling a new Term, we suggest giving a 2 day buffer between the rollover event in your SIS and when you want to start Scheduling.

Merge Settings

CourseDog differentiates between Term specific data and non-Term specific data.  Terms, Building, Rooms, Departments, Professors, and Courses are generally considered to be non-Term specific, and can be synced continually.  See "When should integration be enabled for non term specific data?" for more details.

In order to enable the Sections integration, navigate to the Admin app, Merge Settings, and select "Merge Types."  Ensure your settings are as follows, paying extra attention to ensure Terms, Courses, and Sections, are set to "Yes".

Merge Settings - Merge Types

Type Specific Settings - Terms

Default Type-Specific Settings will appear as follows.  Your institution may have customized these settings, if so, please refer to your institution specific documentation or contact your Coursedog Customer Success representative for more information. 

Type Specific Settings - Terms

Type Specific Settings - Terms

Type Specific Settings - Terms - Field Specific Exceptions

Type Specific Settings - Terms - Field Specific Exceptions

Type Specific Settings - Terms - Integration Steps to Execute

Type Specific Settings - Terms - Integration Steps to Execute

Type Specific Settings - Courses

Default Type-Specific Settings will appear as follows.  Your institution may have customized these settings, if so, please refer to your institution specific documentation or contact your Coursedog Customer Success representative for more information.

Type Specific Settings - Courses

Type Specific Settings - Courses

Type Specific Settings - Courses - Field Specific Exceptions

Type Specific Settings - Courses - Field Specific Exceptions

Type Specific Settings - Courses - Integration Steps to Execute

Type Specific Settings - Courses - Integration Steps to Execute

Type Specific Settings - Sections

We recommend that you turn off the integration of any Term which is not actively being Scheduled.  In preparation for Scheduling your next term, navigate to the Admin app, then to Merge Settings, and finally to the "Type-Specific Settings - Sections" area.  Once there, simply add the current Term to the "Only run integrations for selected terms" field.  

Merge Settings - Type-Specific Settings

Merge Settings - Type-Specific Settings

Default Type-Specific Settings will appear as follows.  Your institution may have customized these settings, if so, please refer to your institution specific documentation or contact your Coursedog Customer Success representative for more information.

Type Specific Settings - Sections

Type Specific Settings - Sections

Type Specific Settings - Sections - Field Specific Exceptions

Type Specific Settings - Sections - Field Specific Exceptions

Type Specific Settings - Sections - Integration Steps to Execute

Type Specific Settings - Sections - Integration Steps to Execute

Type Specific Settings - Relationships

Default Type-Specific Settings will appear as follows.  Your institution may have customized these settings, if so, please refer to your institution specific documentation or contact your Coursedog Customer Success representative for more information.

Type Specific Settings - Relationships

Type Specific Settings - Relationships

Type Specific Settings - Relationships - Field Specific Exceptions

Type Specific Settings - Relationships - Field Specific Exceptions

Type Specific Settings - Relationships - Field Specific Exceptions

Type Specific Settings - Relationships - Field Specific Exceptions

Type Specific Settings - Relationships - Integration Steps to Execute

Integration Data Filters - Terms

In order to bring in the new Term data from your SIS you need to ensure that your "Integration Data Filters" are configured correctly.  To do so, navigate to the Admin app, then to "Integration Filters", and finally to the "Terms" area and adjust the "Filter Anti Values" as needed.  Adding the new Term to the "Filter Anti Values" list will ensure data for the Term is not discarded when Coursedog retrieves information from your SIS. 

Settings - Integration Filters

Term Publishing Setup

Enabling bi-directional integration too early may lead to unnecessary errors and rejections of data by your SIS.  These errors will consume valuable time while you evaluate issues which may not have appeared had the Schedule had been more mature before syncing, or could be safely ignored until later in the Scheduling cycle.

Coursedog recommends that you enable bi-directional updates near the Schedule Submission due date, when all Schedules should have been submitted.  In the timeline, these events are called "Future Actions".

Scheduling Timeline - Future Actions

Scheduling Timeline - Future Actions

Enabling bi-directional integration too late may lead to a bottleneck while you attempt to review many warnings all at once.  Waiting too long also means missing a golden opportunity to work with schedulers when mistakes are made, and prevent them from multiplying.

Type Specific Settings - Sections

In order to enable the flow of data between CourseDog and your SIS, you will need to adjust the "Integration steps to execute."  Default Type-Specific Settings will appear as follows.  If your institution has customized these settings, please refer to your institution specific documentation or contact your Coursedog Customer Success representative for more information.

To enable the bi-directional integration of data with your SIS, open to the Admin app, navigate to Merge Settings, "Type-Specific Settings," and select "Sections."  In the "Integration steps to execute" area, set "Should Coursedog send updates to the SIS?" is set to "YES" to begin sending data from Coursedog to your SIS.

Type Specific Settings - Sections

Type Specific Settings - Sections

Type Specific Settings - Sections - Field Specific Exceptions

Type Specific Settings - Sections - Field Specific Exceptions

Type Specific Settings - Sections - Integration Steps to Execute - Updates - YES

Type Specific Settings - Sections - Integration Steps to Execute - Updates - YES

Term Wrap-up

CourseDog recommends you disable sending updates to your SIS once the scheduling cycle is complete.  To disable the flow of data between CourseDog and your SIS, adjust the "Integration steps to execute" again.  Navigate to the Admin app, then to Merge Settings, and finally to the "Type-Specific Settings - Sections" area.  Once there, navigate to the "Integration steps to execute" area and ensure that "Should Coursedog send updates to the SIS?" is set to "NO".

Type Specific Settings - Sections

Type Specific Settings - Sections

Type Specific Settings - Sections

Type Specific Settings - Sections - Field Specific Exceptions

Type Specific Settings - Sections - Field Specific Exceptions

Type Specific Settings - Sections - Integration Steps to Execute - Updates - NO

Type Specific Settings - Sections - Integration Steps to Execute - Updates - NO

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