Configure Import Profiles Window

IT staff use this window to configure profiles for import files such as transcripts and admissions applications. The profiles tell J1 Desktop how to read the imported files.

Configuring a Profile

Jenzabar provides a number of import profiles. The main task here is to provide file paths for the files. It's also possible to customize profiles and to create new ones, but these activities are not yet fully supported.

Select a Profile and Provide File Paths

You select a profile in the tree in the left panel. The right panel then populates with profile information. Enter a file path for both the Main Folder and Archive Folder. Make sure your users have read- and write- access to the locations you choose. Example

Select Other Parameters

A profile has many parameters that may be customizable, but we recommend proceeding with caution. Make a copy of the original profile and rename it; then work in consultation with the services team.

How To

1. On the Configure Import Profiles window, select a profile in the tree in the left panel.

2. Enter a file path for both the Main Folder and the Archive Folder. Users will need read- and write-access to the locations you enter.

3. Select, enter, or change other parameters only as necessary.

4. Click the Save button on the main toolbar.

A profile has many parameters that may be customizable, but we recommend proceeding with caution. Make a copy of the original profile and rename it; then work in consultation with the services team.

The left panel is a tree. It may contain a variety of items, such as profiles, record definitions, applications, and providers.

· Click the plus icon to expand the tree.

· Select an item to view or edit the details about that item.

In the right panel, you can change column definitions and mappings, but proceed with caution.

· To add an item, right-click an item in the tree and select the Add option.

· When you right-click an item, depending on the context, you can add or delete one of these:

o a provider

o an application

o an import profile

o a record definition

· When you select an import profile, the Copy Profile button becomes active. Click it to make a copy of the profile that you can rename and edit.

· Click Refresh Tree to synchronize with changes to the database that may have happened since you opened the window. This button only refreshes the sub-tree beginning with the currently selected item in the tree.

· Click Import to import the selected item.
The Import Data Into J1 window opens.

1. Confirm that the system administrator has set up profiles on the Configure Import Profiles window.

2. Open the Import Data Into J1 window.

3. Select the appropriate profile from the Import Profile from the drop-down list.

4. Select the Main Folder or Archive Folder radio button.
The file path field may be populated by selections in the Configure Import Profiles window. If not, enter the file path for both the Main and Archive folders.

The Main folder is for processing new files. The Archive folder is for storing files and for reprocessing them as necessary. Be careful not to inadvertently reprocess files in the Archive folder.

5. The data window fills with the files in the select file path. Select individual files or click Select All Files.

6. Click Import File(s) to import the files manually now, or click the Schedule... button to schedule imports.

7. Open the Process Internet Submissions window.

8. Use the filters to help find the submission.

9. Select the submission and click the Process button.

The imported file is automatically moved from the Main folder to the Archive folder. This helps prevent reprocessing imported files.

If you plan to import ACT test score data with the Admissions Import Utility, the Test Report Type and Test Location columns need to be added to your existing Database Profiles for uploading data.

Use the script below to insert the Test Report Type and Test Location columns to your existing import profile after it has been imported.

insert into iu_upload_criteria values ('IU_TEST_SCORES', 'TEST_REPORT_TYPE', 'Y', 'N', 'N')

insert into iu_upload_criteria values ('IU_TEST_SCORES', ???TestLocationTypeDefinitionInternalName???, 'Y', 'N', 'N')

Save the profile to overwrite the previous file and add the new columns to the file. This ensures they are automatically available for the next import using that profile.

If you plan to import ACT test score data with the Admissions Import Utility, the Test Report Type and Test Location columns need to be added to your existing Database Profiles for uploading data.

Add the following lines to the end of your import profile file to insert the Test Report Type and Test Location columns for use the next time the profile is loaded.

IU_TEST_SCORES TEST_REPORT_TYPE Y N N

IU_TEST_SCORES TestLocationTypeDefinitionInternalName Y N N

Save the updated profile file with the new rows before loading the profile into the Import Utility.