TechImport: Difference between revisions

Latest revision as of 10:19, 26 March 2024

The legacy Trac 4.0 version of TutorTrac/AdvisorTrac/FitnessTrac is no longer receiving updates and will be end-of-life in 2025. Click here to schedule a TracCloud demo or reach out to sales@go-redrock.com for migration pricing or contract details.

Click here or expand to see what's new in TracCloud

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New, easy to use interface
TracCloud features a modern, easy to use, and mobile-friendly interface, allowing you to easily find and manage your data as you need. Students, staff, and faculty will have a much easier time navigating through the system and accessing the data they need. The new dashboard offers many easy to access widgets to view and manage your data.

New Features
Export almost any report into Excel. Static and dynamic QR codes for touchless-kiosk environments. Unlimited custom data fields in student records, visits, appointments, and more. Customizable views of listing pages. Student timelines. Twig and HTML-supported emails and system messages. Customizable log listing and kiosk views. Center descriptions. New reports. Student success plans as a new module, along with work plans for staff. The full list of changes couldn't fit in this article, and more is being added all the time. Relating to the schedule specifically, you'll find a new appointments listing, availability badges, custom search appointment links and QR codes, unlimited customizable max appointment rules, asynchronous appointment support, and more.

Customizable
With Twig support, you can personalize system messages, upcoming appointment lists, emails, and more based on the users who are viewing/receiving them. From simple changes like greeting the user by name to completely changing an email based on if the related appointment was in-person or online, in a certain center, for a certain reason, even if a certain custom field in the student's profile has a specific value. This extends to the log listing and kiosks as well, where you can add or remove fields, rearrange the data that's displayed, and add custom formatting with HTML and Twig.

Faster
Rewritten from the ground up hosted on AWS, using a MySQL database, TracCloud is faster in every way. This performance increase compared to Trac 4.0 can be noticed throughout the entire system, with reports being especially improved. Even the biggest reports in TracCloud load within a few seconds.

Migrate Existing Data
Migrate your existing data from Trac 4.0, allowing you to pick up right where you left off. We'll work with you to plan out your migration, coordinating with your IT, and training your system administrators to get you started in TracCloud.

Click here to schedule a TracCloud demo!

Tech Documentation

• Installation

• Windows DEP

• Service Setup

• TLS Encryption

• Mail Server

• SSO Authentication

• Data Imports

• Barcode Scanners

• Trac 4.0 Updates

• Migrating to TracCloud

Import Student, Course, and Instructor Information

The Trac application can import data from any source as long as it is provided in the correct format. The data needs to be provided in a flat file format, tab or comma delimited are preferred. The Trac application will not import data from Excel files. The order and delimiter of the fields is completely up to your preference. However, the format, order, and delimiter of the fields must remain consistent with every import.

Using your current registrar’s Student Information System (such as Banner, PeopleSoft or DataTel) as a source, create files to be imported into your Trac System. We prefer two files - a student file (e.g., "TracStudents.csv") and a course enrollment file (e.g., "TracCourses.csv"). Create sample files with 5-10 lines of data and header rows with the fields you would like to import. Send us this sample data and we will create a custom import script for your Trac System to import data from these files. Once our script is ready, you will need to either place the import files in your Trac System's Import folder on the server itself or upload these files to our SFTP server (if hosted). We will then work with you to determine an automatic import schedule going forward.

Description of Import fields

Code	Field Types
A##	Alpha field of a certain maximum length (you do not have format to this length)
#L	Long Integer (-2.1 billion to +2.1 billion)
#R	Real Value (decimal # with 12 digits precision)
#	Small Integer (-32676 to +32676)
B	Boolean (Yes/No)
D	Date (mmddyyyy or yyyymmdd or mm/dd/yyyy), please specify format utilized

Student Import Fields

Name	Type	Required	Field Description
ID	#L	Yes	The unique numeric ID of the student. This needs to be in the first column of the import file.
Other ID	A40	*	A secondary ID (or barcode) for the student - may be required if you plan on utilizing a barcode scanner or magnetic card reader to sign in your students
Last Name	A60	Yes	The last name of the student
First Name	A60	Yes	The first name of the student
Middle	A20		The middle name/initial of the student
Street Address	A80		The street address of the student
City	A50		City of the student address
State	A2		The state code of the student address
Zip	A10		The zip code of the student address
Email	A80	*	The email address of the student - required if you plan to send emails to your students, including automatic appointment reminders
Full Name	A80		The student name formatted as Last, First Middle. If the rest of the import file is comma or tab delimited, this field will need to be surrounded with quotes (e.g., "000001,"Last, First Middle",FirstName,LastName,...").
Home Phone	A20		The student home phone number
Work Phone	A20		A secondary phone number for the student
Gender Male	B		The gender of the student is stored as a boolean - the only options are Male or Female and all students default to Female
Birthdate	D		The student birthdate
Ethnicity	A80		Ethnicity (could be a code or complete name)
Grad Und	A80		A code that indicated Graduate or Undergraduate (usually "G" or "U")
College	A80		What college the student is attending
Class	A80		The student's class: Freshman, Sophomore, etc. or FR, SO, JR, SR or 2003, 2004, etc.
Cohort	A80		Used to custom group the student records. Use of this field is determined by the TutorTrac administrator.
Major	A80		The student's major. May be a code or complete description.
Handle	A60	*	The student's username to log in to your Trac application online - required if you plan to log students in through LDAP, Active Directory, or Single Sign-On
Password	A40		The student's local password to log in to the Trac System. This is typically excluded in favor of a single sign-on solution.
ReferredBy	A80		Who referred the student to the center.
Degree Goal	A80		Either the Degree Earned or the Degree Goal.
Overall GPA	#R		The Overall GPA for the Student (EMCCGPA)
Total Hours	#R		Total Accumulated Hours for the Student (BMI1)
HS Name	A30		Name of the High School Attended
Custom Field1	A80		A custom field that may be used for any purpose.
Custom Field2	A80		same as above
Custom Field3	A80		same as above
Custom Field4	A80		same as above
Custom Field5	A80		same as above
Custom Field6	A80		same as above
Custom Field7	A80		same as above
Custom Field8	A80		same as above
Custom Field9	A80		same as above
Special Status	A80		A student status field: may be a code or description.

Registration Import Fields

Name	Type	Required	Description
Student ID	#L	Yes	The unique numeric ID of the student. In some cases the ID is the secondary alphanumeric ID - please indicate to us which ID will be utilized.
Course Subject	A40	Yes	The course in which the student is enrolled
Course Section	A40	Yes	The section in which the student is enrolled
Course Title	A80	Yes	The name of the course in which the student is enrolled
Term	#	Yes	The term code for the semester that the student is enrolled in: 032 might be the year 2003 Spring, and 034 might be the year 2004 Summer.
Instructor ID	A20	*	Unique identifier to find and create unique faculty instructors
Instructor First Name	A40	*	The first name of the course instructor
Instructor Last Name	A40	*	The last name of the course instructor
Instructor Email	A80	*	The Email address of the instructor - required if sending automatic emails to instructors
Instructor Phone	A20		The phone number of the instructor
Instructor Sal	A8		The Salutation or Degree for the instructor (Phd, etc.)
Instructor Username	A20	*	The instructor's username to log in to your Trac application online - required if you plan to log faculty in through LDAP, Active Directory, or Single Sign-On
Course Grade	A20		The Grade received for this course.
Value	#		The Numeric grade value
Date	D		Date grade/report issued.
Type	A40		The report type (midterm, final, etc.) In some cases it is simply a flag used by the system to indicate the disposition of the course (REGISTERED, DROPPED, WITHDRAWN).

Registration Date Range

Name	Type	Required	Description
Date Begin	D		MM/DD/YYYY – date the course begins
Date End	D		MM/DD/YYYY – date the course ends

If you plan on using the optional Class Schedule feature, click the "Expand" button to view the additional fields available.

Registration Import Fields With Class Schedule

Name	Type	Required	Description
Date Begin	D	Yes*	MM/DD/YYYY – date the course begins
Date End	D	Yes*	MM/DD/YYYY – date the course ends
Monday	A2	Yes*	Populate with “MO” if the class is in session on Monday.
Tuesday	A2	Yes*	Populate with “TU” if the class is in session on Tuesday.
Wednesday	A2	Yes*	Populate with “WE” if the class is in session on Wednesday.
Thursday	A2	Yes*	Populate with “TH” if the class is in session on Thursday.
Friday	A2	Yes*	Populate with “FR” if the class is in session on Friday.
Saturday	A2	Yes*	Populate with “SA” if the class is in session on Saturday.
Sunday	A2	Yes*	Populate with “SU” if the class is in session on Sunday.
Start Time	A6	Yes*	##:## - Time of day the individual class begins. Military time is preferred.
End Time	A6		##:## - Time of day the individual class ends. Military time is preferred.
Duration	#	Yes*	Number of minutes the individual class is in session. (Class start time minus class end time).

*Only required if you're planning on using the Class Schedule feature.

Manually Running the Import

Go to Trac Navigation > Trac Man > Utilities and Prefs > Auto Events.

Click on the Link for the “Auto Import” Event. This will open the Event Entry screen.

To configure the auto event to run on a scheduled basis, check the "is Pending" box, set the schedule (Daily, Weekly, Monthly), set a time, and save.

You can also manually start the import a single time by clicking on the green execute button on the right side.

In addition you can also run the import and check on its status from the Custom Utility tab. Set the category to "Standard" and choose "Import Student Data" or "View Import Status".

This will display information on your most recent import.

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 |Handle||A60|| * ||The student's username to log in to your Trac application online - required if you plan to log students in through LDAP, Active Directory, or Single Sign-On
 |-
-|Password||A40|| ||The student's password to log in to your Trac application online.
+|Password||A40|| ||The student's local password to log in to the Trac System. This is typically excluded in favor of a single sign-on solution.
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 |ReferredBy||A80|| ||Who referred the student to the center.
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+[[Category:Trac 4]]
-<div class="keywords"> Import, Importing, SIS, Student Information, Course Information, Student Information System </div>

TechImport: Difference between revisions

From Redrock Wiki

Latest revision as of 10:19, 26 March 2024

Tech Documentation

Manually Running the Import