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accudemia:manual:import [2019/05/28 14:00] – [Tools] nick | accudemia:manual:import [2020/01/13 09:19] – nick | ||
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+ | <note tip>This documentation refers to an old version of Accudemia 6.2 and has been replaced by Accudemia 7.0: \\ | ||
+ | [[accudemia: | ||
+ | </ | ||
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======Accudemia Data eXchange (ADX) - Importing & Exporting====== | ======Accudemia Data eXchange (ADX) - Importing & Exporting====== | ||
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Use ADX Accudemia Data Exchange to upload your college database. In order to start, you need to **download ADX** while logged into Accudemia under **Advanced > Import** | Use ADX Accudemia Data Exchange to upload your college database. In order to start, you need to **download ADX** while logged into Accudemia under **Advanced > Import** | ||
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=====Downloading & Installing ADX===== | =====Downloading & Installing ADX===== | ||
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<td class=" | <td class=" | ||
<td class=" | <td class=" | ||
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<td class=" | <td class=" | ||
</tr> | </tr> | ||
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Still have questions about the " | Still have questions about the " | ||
- | //View the {{: | + | //View the {{: |
===== Accudemia Database Tables & Fields Information ===== | ===== Accudemia Database Tables & Fields Information ===== | ||
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===== Download CSV Import Samples===== | ===== Download CSV Import Samples===== | ||
- | **Download your Accudemia Import Sample files:** \\ {{: | + | **Download your Accudemia Import Sample files:** \\ {{: |
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Here's a simple example: | Here's a simple example: | ||
- | {{: | + | {{: |
- | < | + | < |
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==== How to Import Student Photos ==== | ==== How to Import Student Photos ==== | ||
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Do you see the guy in the screenshot above? | Do you see the guy in the screenshot above? | ||
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**Step 1:** When you log into Accudemia as a System Admin Go to **Advanced** > **Imports** | **Step 1:** When you log into Accudemia as a System Admin Go to **Advanced** > **Imports** | ||
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**Step 2:** Then under the “Get it Now!” Heading click on the following Icon: | **Step 2:** Then under the “Get it Now!” Heading click on the following Icon: | ||
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**Step 3:** Follow the instructions to install. | **Step 3:** Follow the instructions to install. | ||
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==== Prerequisite 2 - Setup an Import Job or Export Job ==== | ==== Prerequisite 2 - Setup an Import Job or Export Job ==== | ||
**Step 1:** Once logged into the software/ | **Step 1:** Once logged into the software/ | ||
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**Step 2:** Once you click “next” on the first screen of the import/ | **Step 2:** Once you click “next” on the first screen of the import/ | ||
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by clicking **browse(…)** button and when done finally click **next** button. | by clicking **browse(…)** button and when done finally click **next** button. | ||
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**Step 3:** Now if importing ADX wants you to map the fields with drop-downs to each of the ones in your CSV file. Click next when done. | **Step 3:** Now if importing ADX wants you to map the fields with drop-downs to each of the ones in your CSV file. Click next when done. | ||
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//**Note:** Exports will not have this step.// | //**Note:** Exports will not have this step.// | ||
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**Step 4:** Then it shows you the results of what it found to import, click on them to see what its pulling, then click next. | **Step 4:** Then it shows you the results of what it found to import, click on them to see what its pulling, then click next. | ||
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//**Note:** Exports will not have this step.// | //**Note:** Exports will not have this step.// | ||
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**Step 5:** At this point it wants to know if you want to overwrite data I would have it set to append for now until ready for a new semester to overwrite. Click next. | **Step 5:** At this point it wants to know if you want to overwrite data I would have it set to append for now until ready for a new semester to overwrite. Click next. | ||
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//**Note:** Exports will not have this step.// | //**Note:** Exports will not have this step.// | ||
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**Step 6:** Finally, name the Import Job or Export Job and click the **Finish** button. | **Step 6:** Finally, name the Import Job or Export Job and click the **Finish** button. | ||
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==== Schedule Imports / Exports in ADX ==== | ==== Schedule Imports / Exports in ADX ==== | ||
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**Step 1:** Start by clicking “view details” on left column under the import job and then under schedule “Enable “ | **Step 1:** Start by clicking “view details” on left column under the import job and then under schedule “Enable “ | ||
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**Step 2:** Then click the “new” button and setup your reoccurrences. Click “OK”. | **Step 2:** Then click the “new” button and setup your reoccurrences. Click “OK”. | ||
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**Step 3:** You should see the automated task setup to go for you and click “ok” and done. | **Step 3:** You should see the automated task setup to go for you and click “ok” and done. | ||
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If you happen to need to run the scheduled automated imports / exports when the user is not logged into the computer or server you'll need to go directly into the **Windows Task Scheduler** itself and set this permission by editing the properties of the ADX import job. | If you happen to need to run the scheduled automated imports / exports when the user is not logged into the computer or server you'll need to go directly into the **Windows Task Scheduler** itself and set this permission by editing the properties of the ADX import job. | ||
- First, open **Windows Task Scheduler** from the Windows Start menu or settings. | - First, open **Windows Task Scheduler** from the Windows Start menu or settings. | ||
- | - Next, right-click the ADX Import job in the **Task Scheduler Library** window and select **Properties**.{{: | + | - Next, right-click the ADX Import job in the **Task Scheduler Library** window and select **Properties**.{{: |
- | - On the **General** tab of the properties set the job to store your Windows User Credentials by selecting the "Run whether user is logged in or not" in the **Security Options** section.{{: | + | - On the **General** tab of the properties set the job to store your Windows User Credentials by selecting the "Run whether user is logged in or not" in the **Security Options** section.{{: |
- When you click **OK** at the bottom you'll now be prompted to enter and store your Windows User Credentials. | - When you click **OK** at the bottom you'll now be prompted to enter and store your Windows User Credentials. | ||
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==== File ==== | ==== File ==== | ||
These are the typical actions you would perform in ADX: | These are the typical actions you would perform in ADX: | ||
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=== Create New Import Job === | === Create New Import Job === | ||
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==== Tools ==== | ==== Tools ==== | ||
These are some useful options available to you while working in the import/ | These are some useful options available to you while working in the import/ | ||
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=== Overview === | === Overview === | ||
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== General Tab == | == General Tab == | ||
This section allows you to email notifications about Imports/ | This section allows you to email notifications about Imports/ | ||
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== Plug-ins Tab == | == Plug-ins Tab == | ||
This section deals with setting up plug-ins that you have developed to integrate another system with ADX using our API. More information about this can be found here: \\ | This section deals with setting up plug-ins that you have developed to integrate another system with ADX using our API. More information about this can be found here: \\ | ||
https:// | https:// | ||
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== Logging Tab == | == Logging Tab == | ||
This section allows you look at the current import/ | This section allows you look at the current import/ | ||
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==== Help ==== | ==== Help ==== | ||
In this section we'll find helpful links to support resources, software updates and version information. | In this section we'll find helpful links to support resources, software updates and version information. | ||
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=== Contact Support === | === Contact Support === | ||
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This option will direct you out to this guide. | This option will direct you out to this guide. | ||
- | === Accudemia Forums === | + | === Accudemia |
- | This link will take you out to the [[http://www.accutrack.org/forums/|Accudemia Forums]] to search for answers to frequently asked questions, view helpful tips, and interact with other registered Accudemia clients to see how they run imports, etc. | + | This link will take you out to the [[https://desk.zoho.com/portal/engineerica/ |
=== Check for Updates (Software Updates) === | === Check for Updates (Software Updates) === | ||
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=== About Accudemia Data Exchange === | === About Accudemia Data Exchange === | ||
How do I find My ADX Version Number? This link will show the exact version number of ADX you currently have installed. \\ | How do I find My ADX Version Number? This link will show the exact version number of ADX you currently have installed. \\ | ||
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[[accudemia: | [[accudemia: |