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  • Post Import Procedures

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  • Review the entire usasimport.log file for errors.  The summary at the bottom will show the number of records loaded and any errors encountered.  Those errors will be detailed below the summary.  In addition to the summary it is imperative that you scroll up and review the entire log for Exceptions.  If you encounter an exception you may need to contact SSDT to assist in troubleshooting.
  • Review the Application Health. This can be found by opening the Messages by clicking (plus)(plus) on the Notification tab at the top right of the screen. For any import related job that does not have a status of "COMPLETED" the Application Health will be set to a warning and the following message will be visible: "There was a problem during the post import process; not all jobs completed successfully. Check the import log for errors." If you see this message, review the import log (from the server) for errors and check the System/Monitor Status tab to review jobs that FAILED.
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  • Go to System/Modules to install the following modules:
    • Classic Requisition Approval Module: must be installed if they use Onbase 
    • EIS Classic Integration Module must be installed if they want to flag invoiced items for inventory extraction
    • File Transfer Notification Services: must be installed if they use RAM
    • USPS Integration Module: must be installed in order to post USPS-R payroll, Board Retirement and Board Share of Distribution files into USAS-R
    • User-Based Balance Checking module: must be installed if district wants to control, per user, the ability to allow posting to negative balances on budget and appropriation accounts.
    • Windows Active Directory Service Authentication: must be installed if they would like to use Active Directory
  • Go to System/Configuration
    • Classic Migration ConfigurationVerify the 'Fiscal Year Closed' date and time from Classic's USASDAT/USACON.  This is the date and time Classic's ADJUST program was run when closing the fiscal year prior to extracting the district's data.  
    • EIS Classic Integration Configuration: If the district is currently using Classic's EIS (Equipment Inventory System), verify the 'Pending Threshold' amount from Classic and the 'Automatic' checkbox value.  The box should be checked to automatically update the pending file for 6xx object codes or left unchecked to prompt the user for both 5xx and 6xx object codes.  
    • EMIS SOAP Service Configuration: Enter the fiscal year the district will be reporting for the next Period H submission.  This is required before running the EMIS extract option under the Extracts menu.
    • Transaction Configuration: Specify the highest transaction number used instead of the system using the highest number retrieved from the database.  This will be helpful in eliminating gaps in transaction numbers.
  • Go to System/Modules to install the following modules:
    • Classic Requisition Approval Module: must be installed if they use Onbase 
    • EIS Classic Integration Module must be installed if they want to flag invoiced items for inventory extraction
    • File Transfer Notification Services: must be installed if they use RAM
    • USPS Integration Module: must be installed in order to post USPS-R payroll, Board Retirement and Board Share of Distribution files into USAS-R
    • User-Based Balance Checking module: must be installed if district wants to control, per user, the ability to allow posting to negative balances on budget and appropriation accounts.
    • Windows Active Directory Service Authentication: must be installed if they would like to use Active Directory
    Go to Core/Delivery Addresses: By default, all delivery addresses imported from Classic are inactive.  Check mark the 'Active' box to activate a delivery address.

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