Automate your Financial Aid
Processing Flow with TD Client
and UC4 Scheduler
Trina Snyder
William Renn
2015
16th Annual PABUG Conference
General Announcements:
• Please turn off all cell phones
• If you must leave the session early,
please do so as discreetly as possible
• Please avoid side conversations
during the session
• Questions will be answered at the end
of the session
Thank you for your cooperation
2015
16th Annual PABUG Conference
CPE Credits - We’ve gone electronic!
To receive CPE credits for this session (if
eligible), complete the CPE Attendance Form
on the PABUG Annual Conference website
http://pabug.org/pennsylvania-banner-usersgroup-annual-conference/cpe-credits/
or via the PABUG conference app.
For additional questions please contact
Kim Fremont CPE - Coordinator
http://pabug.org/contact-us/
2015
16th Annual PABUG Conference
Your Institution Information Here
• Info item 1
• Info item 2
• Info item 3
South-Central Pennsylvania
8,300 Students
Public University within PASSHE
325 Faculty / 400 Staff
Comprehensive Master’s Program
12 Banner IT Staff
Doctoral Program in Education Leadership
8 Financial Aid Staff
2015
16th Annual PABUG Conference
Agenda
• Student Aid Information Gateway (SAIG)
Overview
• SAIG Mailbox
• EDConnect and TDClient – SAIG Tools
• Automating Financial Aid Processing Flow with
TDClient
• Utilizing UC4 Job Scheduler
• TDClient and UC4 working together
• Implementing TDClient for Windows or Linux
2015
16th Annual PABUG Conference
Department of Education’s Student Aid
Information Gateway (SAIG)
• Student Aid Information Gateway allows
Federal Student Aid trading partners to
securely exchange data with Federal Student
Aid Application Systems
• Helps Manage Title IV Federal Student Aid
(FSA) information efficiently.
• Allows you to link to resources of various Title
IV Application Systems and processing services
– CPS, COD and NSLDS
2015
16th Annual PABUG Conference
Department of Education’s Student Aid
Information Gateway (SAIG)
• Establish a SAIG Mailbox (TG Number) and
assign batch data services to be exchanged
• SAIG uses message classes (File Types) to send
and receive data
• The incoming files are generally named in this
format
• syntax: <msg_class><year>op ex. Idsa16op
• File Types include ISIRs, Loan Files, Grant Files,
Common Record Files, etc.
2015
16th Annual PABUG Conference
Department of Education’s Student Aid
Information Gateway (SAIG)
• You may receive all message classes but not all
message classes will be loaded into Banner
2015
16th Annual PABUG Conference
EDConnect and TDClient
• What’s the Difference?
• EDConnect and TDClient are SAIG tools
– Both used to send and receive data transmissions
securely over the Internet (message classes or file
types)
• EDConnect is PC software
• TDClient is a Server software
2015
16th Annual PABUG Conference
EDConnect and TDClient
• TDClient is available for the following
operating systems
2015
16th Annual PABUG Conference
EDConnect and TDClient
• EDConnect is time consuming
• Individual log in required
• SAIG Mailbox password needs reset every 90 days –
manual process
• Users log in to EDConnect and manually download and
upload message classes
• Email IT to move file to Banner Server
• Lose valuable “working” hours
• Download files at the beginning of each work day (8am)
• Possible delay if staff member is out of office
– Vacations, sick leave, conferences, turnover
• Increase possibility of errors
2015
16th Annual PABUG Conference
EDConnect and TDClient
• TDClient saves time
• Eliminates manual intervention required to
download or upload files to SAIG Mailbox
• Reduces chance of errors by eliminating manual
intervention
• Increases workday efficiency
• No individual log in required
• Prevents processing delays due to vacations, sick
leave, conferences, turnover, etc.
• Staff start processing aid at 8am
2015
16th Annual PABUG Conference
EDConnect and TDClient
• TDClient can be scheduled to send and receive
files overnight
• TDClient can be scheduled for multiple
downloads and/or uploads during peak
processing times
• TDClient can be scheduled to reset the SAIG
Mailbox password every 90 days
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Our transition from EDConnect to TDClient
• Kept EDConnect on some computers
• Not recommended to use TDClient and EDConnect
together
• 100% transition to TDClient was smooth and easy for
the functional users
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• TDClient • All data files are downloaded regardless of aid year if
available
• Our schedule is 1am and 5am
• After files are downloaded, IT created script runs to
rename, concatenate and move ISIR Files to Banner
Server
• Script also moves files to a Shared Drive with specific
sub folders based on our processing
• Output is emailed to staff in the Financial Aid Office
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Files are moved to a Windows Shared Drive
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• TD Client emails are generated
• Subject Line: “TDClient 1415 Files Received” (Name
only)
• All files are downloaded regardless of aid year
• Email also indicates TDClient process ran successfully
Task exit status: OK
Program run completed successfully!
Exit status: SUCCESS (000000)
Files Downloaded
/home/scriptadmin/TDAccess3.2/SAIGIN/idsa16op.093015-011004.dat downloaded...
/home/scriptadmin/TDAccess3.2/SAIGIN/idsa16op.093015-011004.dat copying to
U:\EDconnect\Download\2015-2016\idsa16op.093015-011004.dat
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
Task exit status: OK
Program run completed successfully!
Exit status: SUCCESS (000000)
/home/scriptadmin/TDAccess3.2/SAIGIN/crdl15op.092915-010042.dat downloaded...
/home/scriptadmin/TDAccess3.2/SAIGIN/crdl15op.092915-010042.dat copying to
U:\EDconnect\Download\2014-2015LoanFiles\CRDL-DirectLoanfiles\crdl15op.092915-010042.dat
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
Task exit status: OK
Program run completed successfully!
Exit status: SUCCESS (000000)
/home/scriptadmin/TDAccess3.2/SAIGIN/pgsnpfop.101215-011023.dat downloaded...
/home/scriptadmin/TDAccess3.2/SAIGIN/pgsnpfop.101215-011023.dat copying to
U:\EDconnect\Download\2015-2016FederalGrantFiles\MISCfiles\pgsnpfop.101215-011023.dat
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Script emails are generated
• Email indicating ISIR Files found, concatenated, renamed and
moved to Banner server
– Esar.tap
• Email for Correction files (if found)
– Corr.tap
• Multiple emails generated for loan, grant and common record files
found and moved to server
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• ISIR Files Moved
– ISIR files found.
– /home/scriptadmin/TDAccess3.2/SAIGIN/idsa16op.093015-011004.dat
– /home/scriptadmin/TDAccess3.2/SAIGIN/igsa16op.093015-011009.dat
– /home/scriptadmin/TDAccess3.2/SAIGIN/igsg16op.093015-011013.dat
•
•
•
•
mv idsa16op.093015-011004.dat home/scriptadmin/TDAccess3.2/SAIGPROCESSED/idsa16op.093015011004.093015-011045.txt
mv igsg16op.093015-011013.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/igsg16op.093015-011013.093015-011045.txt
mv igsa16op.093015-011009.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/igsa16op.093015-011009.093015-011045.txt
moved to /u01/app/sghe/banner/PROD/dataload/finaid/1516esar.tap
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• ISIR Files Moved…
– NO ISIR files found. Complete
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Correction Files Moved
– Correction files found.
– /home/scriptadmin/TDAccess3.2/SAIGIN/igco16op.092415-010011.dat
•
mv igco16op.092415-010011.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/igco16op.092415-010011.092415011010.txt
•
moved to /u01/app/sghe/banner/PROD/dataload/finaid/1516corr.tap
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Loan Files Moved...
– mv crbn16op.092915-050022.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/crbn16op.092915-010022.092915-011049.txt
– moved to /u01/app/sghe/banner/PROD/dataload/finaid/crbn16op.092915-050022.dat
– mv crpn16op.092915-050017.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/crpn16op.092915-010017.092915-011049.txt
– moved to /u01/app/sghe/banner/PROD/dataload/finaid/crpn16op.092915-050017.dat
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Grant Files Moved...
– mv pgas16op.093015-051012.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/pgas16op.093015-051012.093015-051043.txt
– moved to /u01/app/sghe/banner/PROD/dataload/finaid/pgas16op.093015-051012.dat
– mv pgmr16op.093015-051021.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/pgmr16op.093015-051021.093015051043.txt
– moved to /u01/app/sghe/banner/PROD/dataload/finaid/pgmr16op.093015-051021.dat
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Common Record Files Moved…
– mv craa16op.093015-011032.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/craa16op.093015011032.093015-011054.txt
– moved to /u01/app/sghe/banner/PROD/dataload/finaid/craa16op.093015011032.dat
– mv crrc16op.093015-011036.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/crrc16op.093015011036.093015-011054.txt
– moved to /u01/app/sghe/banner/PROD/dataload/finaid/crrc16op.093015011036.dat
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• Miscellaneous Files Moved…
– mv pmessage.093015-011023.dat
/home/scriptadmin/TDAccess3.2/SAIGPROCESSED/pmessage.093015011023.093015-011056.txt
2015
16th Annual PABUG Conference
Financial Aid Processing with TDClient
• All files are downloaded (regardless of aid year)
• Concatenated and renamed (ISIR)
• Moved files to appropriate folders or subfolders on
the shared drive
• Emails generated to appropriate staff
• Files are ready for processing in Banner
• What’s Next?
2015
16th Annual PABUG Conference
Utilizing UC4 Processing
• UC4 Job Scheduler
– Service that enables us to schedule and monitor batch
jobs
– UC4 is able to initiate and manage jobs automatically
• Improves current data processes through automation
• Provides reporting capabilities
• Increases productivity and efficiency
– Functional users can be granted access for their
application in the UC4 scheduling system to monitor
job status and progress
2015
16th Annual PABUG Conference
Utilizing UC4 Processing
• Our Data load Process Overview
• UC4 scheduler
2015
16th Annual PABUG Conference
Utilizing UC4 Processing
• UC4
– Emails generated for ALL Banner jobs
– Lis and log files attached to email output for staff review
• Job RCPTP16 with run_id 340087.00 has finished on agent
PROD with a status of FINISHED
• Data load Part 1 Process
– Loads concatenated ISIR files (esar.tap)
• RCPTPxx, RCPMTCH and RCRTPxx
• Data load Part 2 Process
– Loads Correction File (corr.tap) through Need Analysis Process
(RNPFMxx)
2015
16th Annual PABUG Conference
Utilizing UC4 Processing
• Part 3 – After Corrections Process
– UC4 Assign Tracking and Budget Groups
• Runs Popsel (GLBDATA) and RORGRPS
• Have not implemented Period Based Budgeting yet
– Change the Banner jobs in UC4
– UC4 Runs GLBDATA for multiple Popsels
• C Flags, Dependency Documentation, Dep Docs Waived, W2s required
(parent and/or student), Federal Tax Transcripts (02), Child Support Paid
on FAFSA, Food Stamp Recipient, V4, V5 or V6 Group, Selective Service
documents no longer needed, etc.
– UC4 Updates RRAAREQ
• Runs RORPOST (ROPPCAT) and RORBPST
2015
16th Annual PABUG Conference
Utilizing UC4 Processing
• Part 3 – Continued
– UC4 Sends Tracking Emails
• Runs GLBDATA and ROREMAL
• Track 1st Request
– Initial request for documents
• Track 2nd Request
– Sent 30 days later unless a new document has been added prior to 2nd request email
being generated
• Track 3rd Request
– Sent 30 days from 2nd Request.
» Once the 3rd Request is generated, the student is in a Suspended Status unless a
new document has been added.
2015
16th Annual PABUG Conference
TDClient and UC4 working together
• 8am “Work” begins
• UC4 output reviewed
– Grant, Loan and Common Record Files not run through UC4 yet!
– Staff run Banner jobs manually to load files
– Day to day processing continues
• Packaging, Awarding, Loan Origination, etc.
• Staff run Banner jobs that need Exported
– Generate Files
• Craa, crdl, corr
• Staff run Script
– Calls TD Client to upload file to SAIG
– All Banner jobs go to the Job out folder
– Script could be scheduled with UC4 to look at folder and call TDClient to
upload files to SAIG
2015
16th Annual PABUG Conference
TDClient and UC4 working together
• Next steps…
• Almost anything can be scheduled
– UC4 for Packaging and Awarding Aid
• Could be scheduled to run nightly
– UC4 for Disbursement Process
UC4 to run Banner jobs for Grants, Loans and Common
Record Files
• Generate emails to staff for their review
• Includes lis and log files
UC4 to run Script that calls TDClient to Upload files to SAIG
2015
16th Annual PABUG Conference
TDClient Implementation
• How did we accomplish the transition from
EDConnect to TDClient?
• Set up and Testing with DOE
– SAIG Data Transmission Sites
– Networks (SAIGPORTAL, SAIGPORTALTEST)
– Network Username and Password
• Username – TG Number- Example: TG11111
• Password - Initial password set up by DOE and then school is
responsible to reset every 90 days
– Same Password Policy for Live site and Test site
• Both User ID and Password are set with TDClient Command
2015
16th Annual PABUG Conference
TDClient – Windows Implementation
• TDClient v3.2.2 Software Download for Windows
• Download tda3.21_windows.zip from
www.fsadownload.ed.gov
• Install on Windows 2013 server at C:\Program Files
(x86)\TDAccess 3.2
• Follow SAIG Host Communication Guide
• TDClient default Folders
2015
16th Annual PABUG Conference
TDClient – Windows Implementation
• Script to receive files from SAIG Mailbox
• ReceiveFilesProd.bat
• Calls TDClient program to download and save files to
incoming folder
• Files serialized if more than one of same message class
Ex.
IDSA16OP.mmddyy.dat
IDSA16OP.mmddyy.0.dat
IDSA16OP.mmddyy.1.dat
– Moves the files from incoming folder to a Windows
shared drive using a mapping document
– Errors saved to eastatus.txt file
2015
16th Annual PABUG Conference
TDClient – Windows Implementation
• Custom scripts to move files to Banner job server
2015
16th Annual PABUG Conference
TDClient – Windows Implementation
• Script to send files to SAIG Mailbox
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2015
SendFilesProd.bat
Files are placed in Upload folder in TDAccess3.2 from Banner jobs server
Header.bat creates a file with header record
Trailer.bat creates a file with trailer record
AttachTrailersHeaders.bat joins header and trailer records to the file to be
uploaded
SendFilesProd.bat executes the tdclientc.exe command to upload file to SAIG
mailbox
* Reference Message class and TG number slide in additional information
16th Annual PABUG Conference
TDClient – Linux Implementation
• TDClient v3.2.2 Software Download for Linux
• Download tdaccess_c32_FSA_linux.SFX from
www.fsadownload.ed.gov
• Install to default folder /TDAccess 3.2/
• Follow SAIG Host Communication Guide
2015
16th Annual PABUG Conference
TDClient – Linux Implementation
• TDClient Folders
2015
16th Annual PABUG Conference
TDClient – Linux Implementation
• Scripts to receive files from SAIG Mailbox
2015
16th Annual PABUG Conference
TDClient – Linux Implementation
2015
16th Annual PABUG Conference
TDClient – Linux Implementation
• Scripts to send files from Banner to SAIG Mailbox
• send.sh: script that takes a file from *Banner Jobout folder
• adds header and footer records to the transmitted file
• accepts message class and Banner job sequence number as
parameters
• a copy of the file is saved to SAIGPROCESSED folder
Ex: ./send.sh <aidyear> <message class> <Banner seq #>
* Banner jobout folder: /u01/banjobs/jobout/PROD/
* See Message class and TG numbers slide for sending to SAIG
2015
16th Annual PABUG Conference
Open to the Floor
• Questions
• Comments
2015
16th Annual PABUG Conference
Please take time to complete our
Conference and Session
evaluations.
YOUR INPUT MATTERS!!!
2015
16th Annual PABUG Conference