WebCT Vista Polices and Procedures Guide DRAFT September 23, 2005 Table of Contents About This Document ......................................................................................................... 4 Document Revision History............................................................................................ 4 WebCT Vista Course Management Overview ................................................................... 4 WebCT Vista Maintenance and Downtimes....................................................................... 5 Scheduled Maintenance Window ................................................................................... 5 Unscheduled Downtime .................................................................................................. 5 Support Resources .............................................................................................................. 6 Getting Started ................................................................................................................ 6 Faculty Support Resources ............................................................................................. 6 Student Support Resources ............................................................................................. 7 Support Call Escalation................................................................................................... 8 Documentation ................................................................................................................ 9 Training ........................................................................................................................... 9 System Administrator Resources .................................................................................... 9 Communication ................................................................................................................. 10 Listservs ........................................................................................................................ 10 Automatic Listservs ...................................................................................................... 11 Announcements............................................................................................................. 11 WebCT Vista Roles .......................................................................................................... 11 Server Administrator ..................................................................................................... 11 Domain Administrator .................................................................................................. 12 Domain Designer .......................................................................................................... 12 Institutional Administrator ............................................................................................ 12 Institutional Designer .................................................................................................... 13 Group Administrator ..................................................................................................... 14 Group Designer ............................................................................................................. 14 Course Instructor ........................................................................................................... 14 Course Designer ............................................................................................................ 15 Section Instructor .......................................................................................................... 15 Section Designer ........................................................................................................... 16 Student/Auditor ............................................................................................................. 16 Teaching Assistant ........................................................................................................ 16 Help Desk User ............................................................................................................. 16 WebCT Vista Account Management ................................................................................ 17 Manual Account Creation ............................................................................................. 17 Automatic Account Creation ........................................................................................ 18 Instructor Enrollment .................................................................................................... 18 Student Enrollment ....................................................................................................... 18 Access to Vista Courses ................................................................................................ 19 FERPA Restricted Account Names .............................................................................. 19 WebCT Vista Course Maintenance .................................................................................. 20 Beginning of Term Processing...................................................................................... 20 Archiving the WebCT Vista Section Grade Book ........................................................ 20 Archiving WebCT Vista Course Content ..................................................................... 20 2 End of Term Processing ................................................................................................ 21 WebCT Vista Implementation Settings ............................................................................ 21 WebCT Vista Integrations ................................................................................................ 22 Central Authentication Service (CAS).......................................................................... 22 Lightweight Directory Access Protocol (LDAP) .......................................................... 22 uPortal ........................................................................................................................... 23 PeopleSoft Student Information System ....................................................................... 23 The Role of Authoritative Sources ............................................................................... 23 WebCT Vista PowerLinks ................................................................................................ 24 Frequently Asked Questions ............................................................................................. 25 Appendix ........................................................................................................................... 26 NAU Vista License ....................................................................................................... 26 WebCT Vista Data Center ............................................................................................ 27 WebCT Vista Backup Procedures ................................................................................ 27 NAU Vista Course Lifecycle ........................................................................................ 28 NAU Vista Account Life Cycle .................................................................................... 30 Roster Management ...................................................................................................... 32 FERPA Restricted E-mail to Students .......................................................................... 32 WebCT Vista Implementation Settings ........................................................................ 33 3 About This Document This policy and procedures guide describes details important to the implementation and operation of WebCT Vista at Northern Arizona University. WebCT Vista is a commercial course management system, which is to say that Northern Arizona University purchases an annual subscription for a license to run WebCT Vista in order to locally host web courses and to provide on-line services to other types of courses and activities. The most recent version of this guide can be found on the Vista server under the File Manager in the top level “Documents” folder. Document Revision History Date Notes September 2005 First release of this guide WebCT Vista Course Management Overview The current implementation of Vista builds on lessons learned from operating previous web course and course management systems at Northern Arizona University as well as internal discussions related to best practices based on papers, consultants, and conferences. Vista is a major upgrade over past web environments. It takes its place among other mission critical online services and is similarly subject to enterprise-level administrative policies and procedures. One of the changes from the past is the improvements Vista offers in integrating to other campus data sources. The interface to the PeopleSoft sudent information system, for example, is a critical piece of the Vista implementation. In fact, all official for-credit classes taught in Vista are derived from the data interface to PeopleSoft; the data feed from PeopleSoft runs at two hour intervals. This means that PeopleSoft schedule of class data, including start dates, section numbers, and instructor(s), are initiated in PeopleSoft and continuously fed to Vista. Class rosters are likewise managed as part of the ongoing data feed from PeopleSoft to Vista. Class rosters, in fact, may be worth discussing as an example of this improved data interface. In the past, faculty had to manage and worry about matching PeopleSoft rosters to their web courses. Now, with Vista, this is handled automatically. Adds and drops, subject to a two hour delay, are continuously passed from PeopleSoft to Vista. Faculty no longer have to worry about mismatches between the two systems. All changes, even instructor initiated administrative drops, are handled through the Registrar’s office. An administrative drop, for instance, will result in the student being denied access within two hours of the registrar’s office processing the request. This sort of tight integration eliminates duplication of data entry effort and reduces errors. Of course, there may be rare cases where a problem arises. In such cases, faculty should contact the E-Learning Center—and students should contact the Academic Computing 4 Help Desk—to have the problem investigated and corrected. Problems, in these cases, are fixed at the source (e.g. in PeopleSoft). In cases where the problem is time-critical, both the E-Learning Center and the Academic Computing Help Desk have the skills and escalation procedures in place to initiate an investigation to correct the problem as quickly as possible. Of course, there is more to Vista than just data interfaces. The remainder of this document addresses a wide variety of policies and procedures which are necessary when implementing and operating a sophisticated enterprise level course management system. Topics addressed include system maintenance, support services, communication, account management, and course maintenance. As befitting such a complex system, the reader is encouraged to provide feedback regarding this document in order to point out inconsistencies, problems, or lessons learned and assure this document, and the Vista system, remains viable over its lifetime. Suggestions for improvement are welcome and may be sent to the E-Learning Center (e.learning@nau.edu). WebCT Vista Maintenance and Downtimes The production Vista server is designed with “high availability” in mind. This means that the server is, as much as possible, running 24 hours a day, seven days a week. It also means that many types of potential failures have been anticipated and, through redundant hardware and special software, will likely be averted so that Vista services remain uninterrupted. However, even with a high availability architecture, a system this complex requires continual maintenance. At the same time, there are unforeseen events that can cause unscheduled outages. Scheduled Maintenance Window Northern Arizona University technical support teams will perform weekly maintenance on Vista every Thursday between 2am – 6am Mountain Standard (Arizona) time. This scheduled outage is communicated to all faculty and students using the system. Assignment due dates should be scheduled outside this reserved maintenance window. Occassionally major upgrades may require more scheduled downtime than this window allows. In such cases, every effort will be made to do this work during semester breaks and to use Vista mailing lists to notify every account holder a week in advance of such a major maintenance event. A log of all maintenance work can be found on the Vista server under the File Manager in the top level “Documents” folder. Unscheduled Downtime Unfortunately, events occur that can interrupt services even with high availablity disks and servers. When unscheduled downtimes occur, Vista users will typically see a message in their borwsers indicating there is an outage. This mechanism is not foolproof, but in most cases a “server down” message will appear if a severe outage occurs. In all cases, calling the Solution Center (928-523-1511) or the Academic Computing 5 Help Desk (928-523-9294 or 1-888-520-7215) will result in the most up-to-date status for the outage. The Vista servers are monitored continuously and calls to support staff are made automatically if an outage is detected. WebCT system administrators are contacted whenever an unscheduled outage occurs: Someone is on call every hour of the day, every day of the week. Northern Arizona University also subscribes to WebCT premium support services, which provides the most timely assistance possible in the event of an unscheduled outage. Support Resources A number of services are available to support the Vista course management platform. The ITS Solution Center (523-1511) will direct faculty and staff with questions about Vista to the appropriate campus entity. The ITS Academic Computing Help Desk (523-9294 or 1888-520-7215) will assist students and statewide callers. In some cases, faculty will work directly with E-Learning Center project managers; in other cases faculty can take advantage of online tutorials, partner with resource specialists from the library to integrate quality resources and services into their courses, or collaborate with Vista savvy colleagues to develop course content and learn to manage Vista class activities. Getting Started Accounts for Vista are provided to every faculty, staff, and student at NAU. Perhaps the best way to get started with Vista is to explore the actual Vista system at http://vista.nau.edu. Everyone is enrolled in at least one non-credit course called “TIPS” (Technology Information and Proficiency Skills). There is also a web site devoted to Vista at http://www.nau.edu/vistainfo, which lists training schedules and other events and resources related to Vista. The E-Learning Center (ELC) has developed a “Getting Started with WebCT” web tutorial for students. The first link in the Vista TIPS course accesses this tutorial. This material will also be made available as shareable content within Vista. Designers (instructors and/or ELC staff) can choose to insert this content as a Learning Module within Vista courses. Plans are underway to also make this part of the basic NAU template for new courses. Faculty and motivated students are also welcome (and encouraged) to use the online help available from within Vista, as well as the help resources and discussion groups available at www.webct.com. Faculty Support Resources As with other on-line services, faculty may use the ITS Solution Center (523-1511) as an initial starting point for assistance. When the call is related to login problems or information about the status of the server or network, then the Solution Center will be able to directly assist the caller; on the other hand, if the problem is related to using Vista or requesting help with instructional design, the E-Learning Center is also available and 6 more appropriate. The E-Learning Center can be contacted during business hours at 928523-5554 or via e-mail at elc-help@nau.edu. ELC phone support will be staffed during business hours (8am – 5pm for the Fall and Spring semesters, 7:30am – 4:30pm during the summer) at a minimum; hours are likely to be expanded in the future. The Academic Computing Help Desk (ACHD) is available 24/7 during the Fall and Spring semesters, and ACHD staff will attempt to resolve instructor questions immediately. Those inquiries requiring additional expertise or access rights will be escalated to ELC or Academic Computing, who will follow up the next business day. Faculty are also likely to seek support from other NAU units, such as Cline Library and statewide offices. ELC will continue to work with such units to ensure their staff have at least a working knowledge of Vista so that they may provide an appropriate level of support. During the implementation phase, August 2005 through June 2006, stipends are available for faculty who attend training and work with-Learning Center’s instructional designers and program managers to migrate WebCT Campus Edition courses into the new Vista environment. To find out more about these stipends, call the E-Learning Center (928523-1629), sending email to e.learning@nau.edu, or check the E-Learning website (http://www.nau.edu/elearning), which has a wealth of information on online learning strategies, related campus events, resources for teaching online, and mini-grant opportunities. Faculty can contact the E-Learning Center to learn what opportunities, initiatives, and types of support are currently available to help bring an online presence into their courses. Examples of initiatives and opportunities that faculty might access include the following: the E-Student Assistant Program, where students trained by the E-Learning Center work directly with faculty to develop online content; the E-Faculty Mentor Program, where experienced faculty help two or more other faculty develop e-learning projects; and the E-Faculty Fellows Program, which offers release time for faculty to promote and pursue e-learning initiatives. More information on these initiatives can be found on the E-Learning Center web site: http://www.nau.edu/elearning. Student Support Resources Student support for Vista is available through the Academic Computing Help Desk. During fall and spring terms this is a 24-hour call center service available to all NAU students. During winter and summer terms the hours are slightly reduced. The Academic Computing Help Desk can help students configure their browsers so that they will work with Vista, log in and find their classes, assist students who are having trouble submitting assignments or taking quizzes, and provide general help using the tools and features found in Vista. 7 Some student problems require referral back to the instructor, to the library, or, in rare cases, to the E-Learning Center or to Information Technology Services system administrators. The Academic Computing Help Desk does not help students understand an assignment or learn course material. However, students can make arrangements with the Learning Assistance Center for tutoring, which is available for many of Northern Arizona University’s courses. The Learning Assistance Center also offers on-line tutoring for students at a distance. Problems requiring escalation will be referred to the appropriate support area and generally resolved within one business day. Contact information for each of the above services is as follows: Student Support Contacts Support Resource Academic Computing Help Desk Learning Assistance Center Library Phone Number 928-523-9294 or 888-520-7215 928-523-5524 928-523-6805 or 800-247-3380 Web Site www.nau.edu/achd www.nau.edu/lac library.nau.edu/services/ request/askalibrarian.html Support Call Escalation Support call escalation is the effort to assure that a serious problem gets the appropriate and serious attention. Student technical questions from other units (such as Cline Library or a statewide office) should be escalated to the Academic Computing Help Desk, which is considered the primary contact for all student technical issues. The Solution Center, ELC, and the ACHD are considered primary support contacts for instructor and course designer support. The support staff at the E-Learning Center, Solution Center, and Academic Computing Help Desk are fully prepared to escalate calls to other support staff whenever a serious problem is detected. Examples might be a network outage or a Vista server problem. In each case, these staff should alert the appropriate second-tier support areas for immediate assistance. Problems which cannot be resolved by the second-tier support areas will be escalated to WebCT Premium Support. All escalations to WebCT Premium Support will be coordinated through the Academic Computing group or the ELC Vista Administrators. An issue can arise, however, when the first contact support staff are either not available or, in the hopefully rare case of a new student worker, not familiar with the call escalation procedure. In that case, instructors or students may ask to speak with a supervisor. This is a typical and well understood escalation procedure. If, however, it is after hours and a supervisor is not on duty, then instructors may report an outage directly to the ITS operations group at 928-523-6490. This is the primary path by which “on-call” staff are alerted to a serious service interruption. Because Vista is a mission critical, 24x7 service, calls to the operators regarding Vista problems are taken very seriously and will result in a call to the appropriate technical staff member. 8 Documentation In addition to this policy and procedure manual, many documents can be found at the http://www.nau.edu/vistainfo web site. Some documents are locally created and not subject to license restrictions. Other documents are part of a license purchase agreement with WebCT, which requires access to the document to be restricted to NAU faculty, staff, students, and other approved Vista users. An example of this latter type of document is the “Getting Started with WebCT Vista” that can be found inside the TIPS course and may also be integrated into a number of Vista courses. NAU’s license allows NAU to modify and localize these WebCT licensed materials (within certain limits). Over time, most Vista documents will be placed in Vista’s content management system. Faculty resources will not be limited solely to printed materials. There are also extensive online help facilities inside WebCT as well as locally produced materials to help faculty find answers to common Vista problems. Training ELC offers Vista training to instructors, designers, teaching assistants and support staff. Among the components being taught are: Vista Basics, Instructional Design 101, Organizing Content, Building Content, Communication, Assessments, Assignments and Teaching in Vista. Vista Basics training is required for all Vista designers before a section shell will be available, although this requirement is subject to change as usage expands. Self-registration will soon be available through ELC’s website. Until then, those interested in training should contact Erin.Shelley@nau.edu (928-523-9285). System Administrator Resources Throughout the installation and configuration of Vista the System Administrators have been keeping notes and recording lessons learned using a Wiki. As typical for a Wiki environment, those with access to this site can edit and update all the pages. This tool provides an easy way for the system administrators to keep technical notes in one common location for future reference. The Wiki automatically categorizes and links common pages creating a very dynamic living documentation process. The Wiki also provides a gateway to other tools used by the System Administrators. The following table lists some of the tools developed and used to support Vista. System Administrators Tools Tool Nagios Javadoc CVS Description Nagios is a system and network monitoring application. It watches hosts and services that you specify, alerting you when things need help and when they improve. Javadoc is a tool for generating API documentation in HTML format from doc comments in source code. CVS is a version control system. Using CVS developers can record the 9 Important Bookmarks history of their source files and share work easily with others. This tool lists standard sites, libraries and other important Vista related reference locations. Other tools are available on the Vista servers directly. Each instance has its own Maintenance log. This log is accessible at the bottom of the initial Vista login page. This is a public document stored within Vista and edited by the system administrators. It provides a terse record of what has been done to the server since go-live including service packs, hot fixes, and outages. Another tool used within Vista is the Vista Tips and Tricks section on the Build instance. This is an alternative place to store information learned about Vista. Vista Tips and Tricks include walkthroughs, Q&A discussion boards, and other useful information especially relevant to the E-Learning Center staff and support personnel. For unexpected incidents, NAU has purchased WebCT Premium Support. This annual maintenance plan provides coverage by the WebCT Support Team 24 hours per day except on designated public Canadian holidays where technical support is limited to regular business hours. Initial response time in most cases should be less then two hours and issues should be resolved within twenty-four hours. Communication A number of communication channels are used to inform the campus about Vista events, strategic plans, policies, opportunities, and other Vista related information. The Vista information website at http://www.nau.edu/vistainfo provides access to historic information. The announcements feature inside Vista provides important time-critical information for Vista users. Articles are also submitted to various campus newsletters, such as Inside NAU, when there is news of a general nature to release broadly. Electronic mailing lists, however, play a very important role in getting critical information to targeted Vista audiences. Listservs A total of ten electronic mailing lists have been created on the campus listserv. Seven are automatically created and are described below. Two are open to the NAU community for self-subscription: VISTA-INFO and VISTA-TECH. VISTA-INFO is a discussion list for those involved in the daily operation, management, and implementation of the Vista product. The list has a moderate amount of traffic related to evolving policy, business practices, configurations, goals, and plans for Vista. Often these postings summarize a meeting or state a position, sometimes in preparation for discussion with the Vista Strategic Planning Committee. The VISTA-TECH list is a discussion list for those involved with the Vista hardware and software installation, operation, and maintenance. This list has a low-volume of postings and tends to focus on subsystem details and coordination needed between subsystem administrators. The final list, VISTA-SPC, is a moderated list to support the Vista Strategic Planning Committee. This list is open only to members of the Vista Strategic Planning Committee. 10 Automatic Listservs The following e-mail lists are built on a nightly basis from data stored in the Vista production or Vista build environments. Only members of these automatically generated lists are authorized to use these lists. The actual list address is of the form VISTAID@lists.nau.edu. Mailing Lists Built Nightly List name VISTA-ID VISTA-INSTRUCTORS VISTA-DESIGNERS VISTA-STUDENTS VISTA-ADMINISTRATORS VISTA-BUILD-DESIGNERS VISTA-BUILD-ADMINISTRATORS Description Instructors & designers on vista.nau.edu Instructors on vista.nau.edu Designers on vista.nau.edu Students on vista.nau.edu (some not enrolled) Administrators on vista.nau.edu Designers on build.vista.nau.edu Administrators on build.vista.nau.edu These lists will be used to notify users of upcoming downtime (aside from the weekly maintenance window), provide news about training opportunities and system updates, etc. The student listserv will be used very sparingly, mainly for emergency contact information should an extended, unexpected outage occur. Announcements The Announcements feature in Vista will be used to communicate scheduled outages (including the weekly maintenance window) and other timely information of interest to the general Vista population. Announcements should be used sparingly, and should target specific populations (students, instructors, designers, etc.) if applicable. WebCT Vista Roles Roles are used in Vista to define a user’s access and permissions at different levels of the learning context hierarchy. In general, administrators can access and manage the application, users, settings and files in Vista; these exist at both the server level (command-line interface) and within the Vista application itself (GUI, or Graphical User Interface). Designers can build courses and sections, and instructors can administer and teach courses and sections. Server Administrator Administrator accounts are the highest (thus most “powerful”) roles in the Vista learning context hierarchy (LCH). Access to these roles is very limited and tightly controlled, as administrators can change virtually any setting and control enrollment within his LCH and below. The Server Administrator may: rename the domain manage server settings manage server enrollment 11 configure server logging The Server Administrator (serveradmin) is a command-line account; this administrator account may log in and access server-side functions on the Vista servers. Access is controlled by the Academic Computing Online Learning Environments (OLE) team. Domain Administrator Domain Admins are Graphical User Interface (GUI) accounts and are “local” on Vista (i.e., WebCT login as opposed to CAS/LDAP login). This account may access everything within its LCH and below (Institutional Admin/Designer, Group Admin/Designer, etc.). This account is used to set (and lock, if necessary) Domain-level settings, such as institutional branding (“NAU colors”), authentication, and PeopleSoft integration settings. Within the Institution (currently “Northern Arizona University”), Domain Administrators may perform the following tasks within the following contexts: Learning Context Manager create, edit and delete child institutions manage domain settings manage domain enrollment create, edit, and delete announcements Template Manager browse & delete all domain templates set permissions on all domain templates File Manager browse & delete all domain files set permissions on all domain files Domain Designer Domain Designers may perform the following tasks within the following contexts: File Manager upload to, download from, create, edit, delete files in the domain view and copy other domain files Template Manager create, edit, design, copy, move and delete domain templates Institutional Administrator Institutional Admins/Designers are GUI accounts and are “local” on Vista (i.e., WebCT login as opposed to CAS/LDAP login). These accounts may access many of the Tools and Administration settings on Vista, and may lock them from being changed at a lower 12 LCH level. Examples of settings controlled by the Institutional Admin/Designer include Tools settings (Discussion, Grade Book, HTML Creator, etc.) and Administration (Backup & Restore, International, Teaching Assistant Settings, etc.). At this writing the following are Institutional Admins/Designers: Chris Greenough, ITS: admin-cdg2 Drew Ned, ELC: admin-ajn2 Erin Shelley, ELC: admin-eks Ed Smith, ITS: admin-ejs Dan Stoffel, ELC: admin-dfs General (controlled by OLE): admin Within the Institution (currently “Northern Arizona University”), Institutional Administrators may perform the following tasks within the following contexts: Learning Context Manager create, edit and delete child groups, courses, and sections configure settings enroll and unenroll users in applicable roles create, edit, and delete announcements For child courses only, the Institutional Administrator may associate templates. For child sections only, the Institutional Administrator may: archive and restore sections assign templates to sections User Manager create, edit, delete users File Manager browse & delete all public and private files set permissions on all public and private files Template Manager (for the Institution, and each child group and course) browse & delete all public and private templates set permissions on all public and private templates Institutional Designer Within the Institution (currently “Northern Arizona University”), Institutional Designers may perform the following tasks within the following contexts: File Manager upload to, download from, create, edit, delete files in the institution 13 view and copy other files in the parent domain folder Template Manager create, edit, design, copy, move and delete institution templates Group Administrator Within any Group (currently defined by discipline, such as “Biological Sciences” or “Criminal Justice”), Group Administrators may perform the following tasks within the following contexts: Learning Context Manager create, edit and delete child courses and sections For each group and its child courses and sections, the Group Administrator may: configure settings enroll and unenroll users in applicable roles create, edit, and delete announcements For child courses only, the Group Administrator may associate templates. For child sections only, it may assign templates to sections. File Manager (for the group folder, and each child course and section folder) browse & delete all public and private files set permissions on all public and private files Template Manager (for the group, and each child course) browse & delete all public and private templates set permissions on all public and private templates Group Designer Group Designers may perform the following tasks within the following contexts: File Manager upload to, download from, create, edit, delete files in their group view and copy other files in the parent domain and institution folders Template Manager create, edit, design, copy, move and delete group templates Course Instructor Within any Course (currently defined by NAU Course, such as “BIO-300” or “CJ-480”), Course Instructors may perform the following tasks within the following contexts: Learning Context Manager create, edit and delete child courses and sections For the course and each child section, the Course Instructor may: 14 configure settings enroll and unenroll users in applicable roles create, edit, and delete announcements For the course only, the Course Instructor may associate templates. For child sections only, the Course Instructor may assign templates to sections. File Manager browse & delete all public and private files set permissions on all public and private files Course Designer Course Designers may perform the following tasks within the following contexts: File Manager upload to, download from, create, edit, delete files in the course view and copy other files in the parent domain, institution and group folders Template Manager create, edit, design, copy, move and delete course templates Section Instructor Section Instructor roles exist only within sections; the primary purpose of the Section Instructor is to deliver the course to learners. Instructors do not design the course; they only manage already-created components and files. Sections are defined by term and by enrollment section in PeopleSoft. Examples include the following: “(1057-5478) HUMAN BIOLOGY (Fall 2005 M5C) SEC801” or “(1057-5767) CONTEMP ISSUES IN CRIM JUSTICE (Fall 2005 M16) SEC801.” Section Instructors may perform the following tasks within the following contexts: File Manager upload to, download from, create, edit, delete files in the section view and copy other files in the parent domain, institution, group and course folders Course Tools instructor view of developed course components Course Management Tools (used to manage the course) Grade Book Reports and Tracking Selective Release Settings 15 Section Designer Section Designers do not interact with students; they build sections by creating content files and developing course components. Section Designers may perform the following tasks within the following contexts: File Manager upload to, download from, create, edit, delete files in the section view and copy other files in the parent domain, institution, group and course folders Course Tools full access to all course tools while designing a section Student/Auditor Students and Auditors are “learner roles;” they exist only within sections and have access to the student version of whatever the designers have designed for the section plus some of their own tools. The Auditor role differs from Student only in that Auditor does not receive a Final grade. Students and Auditors have access to the following functions and tools: My Grades File Manager upload and manage personal files only in their My Files folder Course Tools student view of developed course components Teaching Assistant The Teaching Assistant has the same default access to the section as the Section Instructor. However, the Section Instructor may selectively deny the Teaching Assistant access to the following tools: Grade Book Selective Release Map Reports and Tracking Assessments Assignments SCORM Tool Grade Book Audit History Section Settings Help Desk User Help Desk roles have similar permissions as administrators within institutions and groups, but permissions may be granted to specific areas: 16 Institution Help Desk User Learning Context Manager: Same as Institution Administrator, but no functionality to archive sections. Permissions to user are divided into two functions: o Context Management: all Learning Context Manager functionality available to Institution Administrator, except Enrollment and Archiving o Enrollment Management: all Learning Context Manager enrollment functionality available to Institution Administrator User Manager: same as Institution Administrator File Manager: same as Institution Administrator Template Manager: same as Institution Administrator Group Help Desk User These Help Desk roles have the same permissions as their corresponding subtexts within the Group Administrator role: Learning Context Manager Enrollment Management File Manager Template Manager WebCT Vista Account Management Accounts in Vista are created either “manually” by administrators and project managers, or are created automatically based on establishing a new electronic identity at NAU. Electronic identities are managed by our Lightweight Directory Access Protocol (LDAP) server, which collects data through feeds from PeopleSoft, based on student and instructor enrollment, and other sources. Manual Account Creation Manual accounts are created only in rare situations where the person does not already have an electronic identity established at NAU or the account is necessary for some maintenance or auxiliary support function. Normally accounts are created through the Lightweight Directory Access Protocol (LDAP) interface. Manual accounts may be created by anyone with access to the User Manager (Institution Administrators) and/or the Vista Web Tools created by Academic Computing (http://mindy.ucc.nau.edu:8080/VistaWebTools). Access to the Vista Web Tools is reserved for ELC Administrators and Project Managers, and Academic Computing OLE and Academic Computing Help Desk staff. Account creation via the User Manager is restricted to administrative accounts which will use WebCT authentication (not LDAP authentication). These account usernames should begin with “admin-“ (e.g., admin-dfs or admin-tips), and are designed to be used as separate accounts for administrative purposes only. These accounts will use the “Guest Login” authentication page. 17 All other manually-created accounts should be created using the Vista Web Tools, and are designed for those who will have anything lower than Institutional Administrator access (course and section designers, ELC Project Managers, ELC migration employees, etc.). These accounts will be authenticated via LDAP, and will use the normal Central Authentication Services (CAS) authentication module. Automatic Account Creation Beginning Spring 2006, all users identified in LDAP with the affiliation of “student,” “faculty,” “instructor” or “staff” will have an account on Vista, and will be enrolled in the TIPS (Technology and Information Proficiency Skills) non-credit course. Instructor Enrollment In the Build (development and training) environment, users will be enrolled by ELC Vista Administrators in the role(s) appropriate to their situation. Course developers will, in most cases, be enrolled as Section Designers and Section Instructors; trainees will be enrolled as Section Designers, Section Instructors or Students, depending on the training. ELC Project Managers will in most cases be enrolled as Section Designers and Section Instructors. ELC migration employees will be enrolled as Section Designers. In the Production environment, Courses and Sections are created automatically based on the Peoplesoft feed, and instructors are enrolled automatically based on their roles. The following table summarizes instructor roles in Vista based on information entered into the Schedule of Classes: Schedule of Classes Primary Instructor Secondary Instructor Teaching Assistant Grader …becomes in Vista… Vista Section Instructor & Section Designer Section Instructor Teaching Assistant NO Access In most cases, those who contact ELC to request additional Instructor, Designer or Teaching Assistant enrollment in Vista will be directed to have the person(s) entered into the appropriate role(s) in the Schedule of Classes. Exceptions may be made by Vista Administrators depending on the specific situation. Those who request Course Designer and/or Course Instructor access in Vista will be enrolled appropriately by Vista Administrators. Such access is required in order to modify course templates and course-level content. Student Enrollment Student enrollment in the Production Environment is based entirely on the feed from Peoplesoft (LOUIE). A student must be enrolled in a section in Peoplesoft in order to be enrolled in the corresponding section in Vista. Enrollment changes in Peoplesoft will feed to Vista every two hours. 18 A student who drops a course in Peoplesoft before the Start Date of the class will be dropped (deleted) from its corresponding Vista section. A student who drops a course in Peoplesoft after the Start Date will be denied access to the section in Vista. Once the final add/drop deadline has passed, students who have officially dropped a course in Peoplesoft will be removed (deleted) from its corresponding Vista section. Vista instructors do not have the ability to deny or grant access to students, nor to add or delete them. Access to Vista Courses Instructors and Designers will have access to their Vista sections as soon as Courses and Sections are built on Vista by the appropriate feed from PeopleSoft. Students will not have access to their sections in Vista until the Start Date of the section. This Start Date is entered (and may be modified) using PeopleSoft’s Schedule of Classes process. FERPA Restricted Account Names There is a Family Education Right to Privacy Act (FERPA) related field in PeopleSoft that indicates a student's request to suppress his or her name from public directories. To honor this request, the Vista integration interface does not load the student’s name into WebCT if the student elected to suppress the name. There are many legitimate reasons for suppressing the name in today's world. In many cases these requests are related to safety concerns: Women are especially in jeopardy if they are trying to leave an abusive relationship or if they are victims of a stalker. In some cases there are real fears of kidnapping, blackmail, rape, or even murder. Because names are visible to everyone in certain Vista tools, and because the student may fear another individual who is also in a course, we honor the suppressed name request in Vista. Certainly not all students making this request are facing such dire circumstances and many change their election after learning that this also impacts their personal name in Vista. However, after a discussion with a number of campus administrators, the fact that even a small minority of students may face these problems was considered enough reason to warrant doing what we can in Vista to restrict the release of the student's name. If there is no group work involved in the course, then the suppressed name should not be much of a problem; the instructor works with the student's user id instead of an actual name when doing grading by matching the name to a class roster that lists the user-id. If there is group work in the course, the student may be comfortable using the user id as a "name" for group work. Instructors and the student may also choose to work with ELC administrators to substitute a pseudonym if that is acceptable to the student. We generally have to handle these on a case by case basis since every situation is slightly different. Typically only a small percentage of students fall into this situation and the impact on faculty is small. Many faculty have supported this policy and have provided even more examples and reasons why such an accommodation is necessary in today's society. 19 See the appendix for an example of the automatic email sent to Vista students who have elected a FERPA name restriction in PeopleSoft. WebCT Vista Course Maintenance Course maintenance, in this context, refers to setting up a teachable Vista sections. Course maintenance involves associating the course content with the appropriate template, establishing the instructor and student rosters, setting the start and end dates, safeguarding class activities through automatic grade book and course archives, and closing the course down at the end of term. These are critical and challenging activities are expected to evolve as the Vista community gains more experience, especially given the newly released Vista 4 product. Beginning of Term Processing At the start of each term there are some prerequisites that need to be met in order for Vista to run successfully. The first is the accuracy and completeness of the data being feed from PeopleSoft to Vista. Since PeopleSoft is the authority for access to courses, initial schedule of class setups in PeopleSoft should take care to set the start dates correctly for sections that have a Vista presence. If these data are inaccurate everyone, from the students to the professors, is affected. After a successful section has been created class content needs to be imported. This can be accomplished three different ways. The first is to use the NAU-Blank template that has some generic information and tools for use in any class. The second is to use a template from a previous section. Some E-Learner Center (ELC) staff interaction is currently needed to associate these templates with their appropriate sections. The third method is to use a section developed on the build environment. ELC will need to move the class content from build.vista.nau.edu to vista.nau.edu and then associate and assign the template. Ways to automate these processes are being worked on to allow the section designers to accomplish more of these actions without the need for direct ELC intervention. Archiving the WebCT Vista Section Grade Book The Vista grade books for each section are copied each night to a server that is not part of the Vista server environment. This is done to preserve these critical data in case of an emergency situation where Vista itself becomes unavailable. If there is no emergency, these data will never be used. In an emergency, however, instructors will be given access to these offline grade books so that they can have a consistent and up to date record of course activities in the event that they must arrange some alternative assignments or processes for dealing with an extended outage. Archiving WebCT Vista Course Content During a normal semester, section archives are taken nightly. These nightly archives are saved to disk for two weeks (and consequently backed-up to tape twice). After two weeks the archives are removed from disk and remain on tape for six weeks. These section archives are not intended to be used for disaster recovery but more for user error 20 recovery. If a section instructor removes a discussion thread system administrators can restore the section archive to another instance in order to let the section instructor recover the necessary data. End of Term Processing End of term processing takes place after the PeopleSoft end date for the Vista course. At this point students are denied access to the section using the end date restriction option. At a minimum, a section archive will be taken for each course and saved for two years to assist with grade change petition and other administrative uses. If there are incompletes or requests by the instructor for continued access, access to the section will be granted by the instructor working with ELC staff. Otherwise, the section will be removed from the server but the appropriate templates, and hence course content, will remain for future use. WebCT Vista Implementation Settings Vista has well over 1,100 different configurable settings that are reviewed and set locally as the product is installed. These settings control access to various tools and administrative features of the course management system. The settings depend in large part on the integrations and hardware capabilities of the implementation. Some of the more important and more understandable settings are discussed in this section. Certain settings have been locked, meaning that the setting cannot be overridden. The following table lists settings that are locked and thus not allowed to change in this implementation. Locked Vista Settings Tool/Feature Grade Book User Manager Branding Import Settings Description Allow Section Instructors to grant or deny members access to the section Allow Section Instructors to add and remove Students Allow Section Instructors to add and remove Auditors Allow anyone to create a user account Allow users to register themselves as a Student in a section Allow users to register themselves as an Auditor in a section Colors and logos on the main MyWebCT page IMS Import settings Setting False False False False False False Custom Custom The Grade Book settings reflect the decision to have a tight integration with the PeopleSoft student information system. Enrollment of students, teaching assistants, and students auditing a class are managed through the PeopleSoft interface. The User Manager settings reflect the Lightweight Directory Access Protocol (LDAP) interface and the goal of giving every NAU community member a Vista account as well as the reasonable business rule that a student must sign up for a course in the student system before being allowed in a section in Vista. The Branding settings are locked to support a common logo and color scheme on the first page. The Import Settings are locked to 21 assure that the integrations will continue to work properly (see WebCT Vista Integrations below). Many other settings can be overridden in order to customize how a class operates. An example is to change the default behavior for Teaching Assistants so that they can delete discussion messages. By default the Teaching Assistant cannot delete such messages, but the Instructor could change this setting for a specific section to allow the Teaching Assistant to delete messages if desired. Conversely, by default Teaching Assistants can grade discussion topic messages. An Instructor could change this setting to disallow grading if desired. A detailed list of some other implementation settings can be found in the appendix. WebCT Vista Integrations Integrations are an important component of the Vista implementation. Currently integrations are in place for the following data sources: Central Authentication Service (CAS), the Lightweight Directory Access Protocol (LDAP) server, uPortal, and the PeopleSoft student information system. Central Authentication Service (CAS) CAS is the preferred single sign-on method of accessing modern network services at NAU. Vista supports a number of login options through an extensible authentication module delivered as part of the Vista Software Developer Kit (SDK). As part of the implementation of Vista, a locally developed CAS module was integrated into Vista to enable CAS authentication. Practically, this means that Vista plays on par with other campus services that use this preferred authentication mechanism and that Vista is positioned to integrate well with NAU’s portal and other services that take advantage of single sign-on access to services. Lightweight Directory Access Protocol (LDAP) CAS authentication actually uses the LDAP password. To use CAS authentication, the user must have the same user identification (uid) and password as stored in the main campus on-line directory system. The Vista interface with LDAP assures that the user ids are the same as used by LDAP. In fact, all student and faculty accounts are built from data stored in LDAP (see “The Role of Authoritative Sources” below). This is one of only a few feeds to date where data travel in both directions. Account information, including the uid (or username), is picked up from LDAP and stored in Vista as soon as a person is admitted to the university or processed as a new hire in PeopleSoft. This means we have accounts in place well before class rosters are assigned. Each account holder is placed in the TIPS course so her class list isn’t empty and to give her access to Vista and other relevant learning materials. Additionally, data from Vista are fed back to LDAP to provide an accurate verification of all Vista accounts. This bi-directional data feed helps with account management and account purge system administration functions. 22 uPortal NAU’s web portal is built on the open community uPortal project. Vista provides a PowerLink to interface with uPortal. A PowerLink is an enhancement to Vista that is provided through a vendor or, as in this case, an open source community. Integrating Vista with uPortal did, however, require an upgrade to the uPortal base system in addition to installing and configuring the PowerLink. The uPortal integration allows NAU to present Vista courses and key course activities (e.g. assignment due notices) in a “channel” on the learning tab in the campus portal. The effect is that students can log into their http://my.nau.edu web portal, go to their “learning” tab and see that they have a quiz to take. With the aid of single sign-on, clicking on the quiz will take the student directly into Vista without requiring another login. PeopleSoft Student Information System The importance of the PeopleSoft interface was discussed briefly in the WebCT Vista Course Management Overview. The PeopleSoft student information system interface is based on the IMS Global Learning Consortium standard supported by both WebCT and PeopleSoft (now Oracle). The standard specifies an Extensible Markup Language (XML) data exchange format agreed to by both companies for passing data between the two systems. The Vista integration with PeopleSoft allows course setup and class roster information to flow from PeopleSoft to Vista on a regular schedule. Currently, the data are sent from PeopleSoft to Vista every two hours. Because of the critical need to have the two systems in lock-step, Vista sections, instructor, and class roster information must first be established in PeopleSoft before they can be made available in Vista (see “The Role of Authoritative Sources” below). The Role of Authoritative Sources It is important to identify where the authoritative source is located for any of the data that build course, group, or person records in Vista. Current authoritative sources are PeopleSoft, LDAP, and Vista. Generally Vista is authoritative only when the data are not available from another source. PeopleSoft Authoritative The following are data fields for which PeopleSoft is the authoritative source: Primary Instructor, Secondary Instructor, Teaching Assistant, Student, Auditor (student auditing class), Start Date, End Date, Term, Session, Class Number, Course Name, Section Name, section rollup information, Course Title, Course Topic, Course Description, roster information, Emplid. 23 LDAP Authoritative The following are data fields for which LDAP is the authoritative source: uid (username), nauid, regid, display name, actual name (subject to FERPA), primary affiliation, password. Vista Authoritative The following are data fields for which Vista is the authoritative source: Roles, non-PS course information, grade book, administrative accounts, administrative account passwords, templates, content management hierarchy. Implications Authoritative sources tend to drive business rules. For example, the following is a sample of the type of interactions that should be resolved by setting up classes in the authoritative PeopleSoft source rather than “fixing” things in Vista: o assigning an instructor role and associating an instructor with a class implies the instructor is on the PeopleSoft feed and any attempt to add instructors directly into Vista should be discouraged; o rolling sections up into a single teaching section can be accomplished with primary and secondary section set ups in PeopleSoft; o starting a class should be triggered by the start date in PeopleSoft; o teaching in Vista must be done by assigning the class an IMS URL in PeopleSoft; o naming for-credit courses involves taking pieces of names from the PeopleSoft feed; o assigning auditors or teaching assistants to classes should be done by having these roles reflected in PeopleSoft; o assigning students to classes requires having the student on the roster for the course in PeopleSoft. WebCT Vista PowerLinks WebCT PowerLinks are tools and plug-ins that work with Vista to support and enhance system integration, course authoring, quizzing and assessment, synchronous communication, and so on. Many are written and marketed by WebCT or other software development companies, while others are written and distributed by individuals or educational institutions. PowerLinks which require installation and integration into Vista will be tested and installed by ITS in conjunction with ELC. NAU currently uses a Vista 3 PowerLink to integrate Elluminate synchronous communication software, and Elluminate is working on a PowerLink which will work in Vista 4. This PowerLink enables course designers to add an Elluminate link directly to an organizer page or learning module; users need not re-authenticate when entering an Elluminate session within Vista. 24 Another example of a PowerLink which NAU is currently investigating is Turnitin. Turnitin is a plagiarism prevention tool which allows instructors within Vista to submit student work to Turnitin, which then checks that work for plagiarized content by comparing it to a large database of properly cited sources. Other PowerLinks require no installation or integration within Vista. One such example is the Microsoft Office PowerLink, which allows users of Microsoft Word, Excel and PowerPoint to publish work directly from those applications into Vista. ELC will test such applications as time and staffing allow, but will not make recommendations for their use nor officially support them until sufficient testing has been accomplished. Frequently Asked Questions 25 Appendix NAU Vista License WebCT Vista is purchased through an annual subscription license. The actual license agreement is between the Arizona Board of Regents for and on behalf of Northern Arizona University and WebCT, Inc. Northern Arizona University also purchases basic and 24x7 premium annual support services from WebCT. The actual license agreement is managed by the Purchasing Department, but the Director of Academic Computing can help community members interested in reviewing a copy of the actual license. License Summary Northern Arizona University holds a single institution license for WebCT Vista subject to annual renewal. The first year of our Vista license agreement started on March 1, 2005. The license authorizes Northern Arizona University to run a single production environment (vista.nau.edu) to locally host classes and instructional activity (§1.2). Two other non-production environments are permitted for training, testing, and updating the production environment. Authorized users of the software include Northern Arizona University students, faculty, administrators, other employees, and/or contractors whose responsibilities require such access” (§1.2). In addition, a separate section (§1.7) was negotiated in order to recognize “Other Permitted Uses” that historically have been important at Northern Arizona University: §1.7 Other Permitted Uses. To the extent that the Software is used (i) only by Licensee’s Users (as defined in the Agreement) or faculty from other institutions either in conjunction with or on behalf of Licensee’s faculty and (ii) only for the purposes of developing, demonstrating or delivering courses to Licensee’s students (both non-credit and for credit), other faculty (for training or professional development purposes) or participants in Licensee-controlled and Licensee-delivered adult education or community outreach programs, Licensee is authorized to use the Software for the following activities: (i) In-service teacher training programs, public health seminars or courses, etc.; (ii) Licensee-hosted conferences using an online bulletin board service; and (iii) demonstrating the use of the Software in a specific discipline or learning activity. The license also grants Northern Arizona University a special WebCT “Migration Campus Edition” license, which allows NAU to continue using WebCT Campus Edition “through the last day of the third year of the initial WebCT Vista Enterprise License Term” (§1.2). Finally, the license makes it clear that the software is the intellectual property of WebCT and requires Northern Arizona University to protect the software, logos, and confidential trade secrets from unauthorized use or infringement. 26 WebCT Vista Data Center The actual Vista server is housed in the Information Technology Services machine room, which is a limited access area subject to humidity, temperature, and power controls. The equipment is housed in modular rack mounted units allowing easy access and maintenance to the physical layer. A schematic diagram of the Vista equipment follows. WebCT Vista Backup Procedures The Vista three-tier architecture involves a client web-browser, a Vista application layer, and an Oracle database backend. Most of the critical course data reside in the Oracle database on redundant disk arrays, but proper system administration procedures require the ability to recover from failures in either the Vista application layer or the Oracle database backend. Thus the Vista backup procedures involve regular disk-to-disk and disk-to-tape system level archives. The backup procedures documented here are intended for full system data recovery and not individual course or student work recovery. A limitation of this sort of system is that it is difficult to apply system recovery methods to restore individual course or student work. 27 Vista Application Layer Backups The goal of Vista application layer backups is to rapidly reconstruct the custom NAU Vista application in the event of a major disk failure or system disaster. This is achieved by having nightly jobs make disk to disk copies of the identified volatile areas on each of the seven application servers and doing a weekly backup of all disk partitions. The daily backup is achieved by exporting each of the middle-tier file areas to the “build” application server. Changes in the designated file areas are picked up by running nightly incremental backups. A full backup is run on Saturday. The less volatile areas on each machine, consisting of the operating system and portions of the Vista application itself, are backed up using the linux dump command to the same disk archive area on the build machine. These disk copies are captured weekly on tape using the normal Information Technology Services netback utility running against the “build” application server. In this way, the production environment should have near store disk copies of any files needed to recover the system and the data are also available on tape if that is ever needed. Vista Oracle Database Backups The goal of a Vista Oracle database backup is to rapidly recover from a database server failure. Currently, the Oracle RMAN tool performs hot backups directly to both disk and tape for all the Vista Oracle databases (production, build, and sysprep environments). A cumulative incremental backup is run nightly. Once a week, a full RMAN backup is done to both disk and tape. When it completes successfully, the previous RMAN disk backups are deleted. This means the last full backup and all incrementals are on disk. At the same time, online redo logs have two redundant “mirror members,” and the archived redo logs are backed up to both disk and tape. The production database has the “archive_lag_target” parameter set to 1800 (seconds) which means that a disaster scenario in which the database and its online redo logs were lost, but in which the archived redo logs were not lost, would be recoverable from on-line resources and would not lose more than half an hour of work. The Oracle Database Administrators have set up two Oracle standby servers that, for some failures, could recover data more quickly and with less potential data loss. These are as follows: The production Vista-3 database on bryce.vista.nau.edu has a corresponding standby database on chaco.vista.nau.edu, and the "sys-prep" Vista-4 database on acadia.vista.nau.edu has a corresponding standby database on denali.vista.nau.edu. NAU Vista Course Lifecycle The “Vista Course Lifecycle” describes how courses come into being on Vista, how they mature, and how they are removed from the Vista environment. A surprisingly important element in establishing scalable course lifecycles is related to establishing a course naming convention. This topic, along with some aspects of course creation and removal, is covered below. 28 Creating Courses Catalog courses hosted in Vista are first created in PeopleSoft. Nightly snapshot feeds of course information and enrollments come from the PeopleSoft system to the Vista servers in the form of IMS-compliant XML files. Additional update feeds take place every two hours to reflect changes in courses or enrollments. Within the PeopleSoft system, courses destined for Vista are identified with a course URL of “vista.nau.edu.” This convention only applies to the Phase I implementation – in later phases, all courses will have a Vista component, subject to business rules that have yet to be determined. The PeopleSoft feed is the only path through which catalog courses are created. No catalog courses will be created manually, and any changes in course information, such as start and end dates or instructors must take place in PeopleSoft. These changes will be reflected in the XML feeds, and updated in Vista. Non-catalog courses such as the “Technology - Information and Proficiency Skills (TIPS)” course are also hosted in Vista. At present, these are created by ELC staff or Vista administrators on an individual basis, and enrollments are managed by hand. Naming Convention Catalog courses are named in PeopleSoft according to a standard convention that we have also adopted for WebCT Vista course shells. Courses created in Vista are identified by the following: Term code Institution code Subject code Catalog number Section number Class number For example, the Fall 2005 offering of ANT 330, section 1, would be titled 1057-NAU00-ANT-330-SEC01-4436. For non-catalog courses we adopted a different convention. They are created under the course hierarchy in a category named “Zero Credit.” These courses are identified by the following: Usage (ORG or EDU) Department or academic unit Course title For example, the TIPS course is represented with an internal ID of ORG-ITS-TIPS. 29 Course Selection Not all courses that exist in the PeopleSoft system are candidates for WebCT course shells. Independent study courses, some Physical Education or Music Performance classes, and some laboratory sections are examples of courses that would not normally have a WebCT counterpart. We have not yet determined the business rules that will identify these courses and exclude them from automated course shell building in our later phases of Vista implementation. Combining Courses Certain courses are created in Peoplesoft with adminstrative sections. These are not actual course sections, but are used to differentiate enrollment groups in a single course. Distance learning courses may use administrative sections to identify students in different geographical areas for statistical or other administrative purposes. However, the sections all roll up to a single course offering. These rolled up sections can be represented by a single course in Vista. Identifying potential course rollups depends on their proper entry in Peoplesoft. The course data feed includes a section number and a primary instruction section number. In parent, or master sections, these numbers are the same. Child sections have their own section number, but the primary instruction section identifies the parent. Only the parent sections should have Vista course shells built, with students from all child sections included in the Vista course roster. Other courses are cross-listed in PeopleSoft. WebCT Vista has a way to represent crosslisted courses internally, which we will explore for our Spring 2006 semester. Removing Courses NAU business rules permit grade appeals for up to a year after completion of a course. Students also have one year to complete work in a course for which they received a grade of “Incomplete.” Any course lifecycle rules must take these factors into account. Our recommendation is that courses remain on the Vista server for a two year period to accommodate any grade appeals or ongoing coursework. Before removing courses, we will check the access logs to confirm that there has been no recent activity in the course. Courses will be archived prior to removing them from the production Vista server. NAU Vista Account Life Cycle Creating Accounts WebCT Vista user accounts are created for students, instructors and staff based on information that resides in LDAP. Student account creation is triggered by enrollment feeds from Peoplesoft. When a student or instructor first appears as an enrollment entry in a catalog course, a spool entry is created in the LDAP feed area. A process runs every 15 minutes to query the person’s information in LDAP, and create the appropriate account in Vista. 30 The LDAP service will only send information for users with the following affiliations: Applicant Admitted Student Recent student Former student Degree completed We have also provided a tool that uses the same mechanism to create accounts on demand for persons who do not appear in any Peoplesoft feeds. These accounts still require that the person have an LDAP record. For a later implementation phase, we will build user accounts for all eligible students, faculty and staff in the LDAP directory. In the special cases where a user has chosen to restrict personal information under FERPA rules, the account is built with dummy values for the first and last name, and the true entries are recorded in custom columns that are not visible to ordinary users. It is possible to create local accounts in Vista that do not authenticate against LDAP, and do not exist in any other NAU system. Since these accounts are difficult to manage, we are limiting their use to administrative users. This is a change from our philosophy under Campus Edition, where we used local accounts for guest access. Updating Accounts Any changes to a user’s LDAP record will trigger a feed to the process that maintains user information in Vista. Vista accounts will be updated to reflect changes in name, FERPA status, or affiliation. Changes in FERPA status will cause the Vista record to be updated to show or hide the affected information. Changes in affiliation affect whether a person should have access to Vista. For example, a prospective student who applies to NAU will cause his affiliation to change to that of an admitted student, triggering a Vista account build. A change in any of the following LDAP attributes will trigger an update feed to Vista: eduPersonAffiliation nauEduNAUID nauEduEmplid nauEduPSSISgivenName nauEduPSSISmiddleName nauEduPSSISsn nauEduFERPARestrictPrimaryName givenName middleName 31 sn nauEduFERPADerivedRestrictName Deleting Accounts User accounts in Vista will follow the same purge rules and timing adopted for Jan and Dana accounts, with some variations. User accounts will not be deleted if they still show enrollment in any courses except TIPS. Roster Management Roster management is the process assuring the grade book roster in Vista accurately reflects the correct and intended population of students. For some “zero credit” courses, these rosters are, in fact, administered by hand. For courses that are managed by the PeopleSoft interface, however, roster management is managed through the interface and no longer a task that instructors must attend to on a daily basis. Importing Rosters Under Campus Edition, instructors were required to import class rosters into their WebCT courses to initiate the nightly roster updates. That is no longer an option in Vista, as course rosters come directly from a PeopleSoft feed. Instructors are no longer able to add or drop students, or mark them inactive in their courses. Students who drop courses will show up on the PeopleSoft feed as inactive, and will be denied access to the course in Vista. If this occurs before the listed start date of the course, the student will be removed. Otherwise, the student will be denied access to the course, preserving any work that may be in progress in case the student is later reinstated. Under the newer version of Vista, students may be unenrolled. We have not yet explored this option for managing class rosters. Adding Individual Students Instructors cannot add individual students to their courses. Only a Vista administrator has that capability. The goal is to minimize faculty work-load as well as assure that rosters are consistent with PeopleSoft. Removing Individual Students Instructors cannot remove individual students from their courses, or deny them access. Only a Vista administrator has that capability. Instructors can, of course, initiative administrative drop requests through the registrar’s office for non-participating students or request intervention by a Vista administrator if there is a student disrupting a course. FERPA Restricted E-mail to Students The following e-mail is automatically generated on a nightly basis after a student has selected the FERPA setting that restricts the release of the name in PeopleSoft. Another message, also shown below, is sent if a student removes the FERPA restriction. To: NAU Student 32 Subject: Your name has been removed from Vista An account has just been built for you on NAU's learning management system, "Vista." However, your name has been withheld from Vista because you have voluntarily requested it be withheld using FERPA guidelines. This means that although your Vista account exists, your name will not appear on email lists, in chat rooms, on class listings, etc. You should contact your Vista instructor(s) immediately and inform them of the situation. These restrictions are voluntary and have been selected by you. This setting can be changed at any time through LOUIE. Simply log in at http://louie.nau.edu, select "Personal Portfolio," then "FERPA/Directory Restrictions." Restrictions are set separately on several personal data items such as: name, address, phone, major, email address, etc. If you have problems changing your restrictions, contact the Academic Computing Help Desk at 928-523-9294 or toll-free at 1-888-520-7215. Changes will be reflected in Vista within a few hours. To: NAU Student Subject line: Your name has been inserted into the online system Vista Your name has been added back into the online course management system, Vista. This reflects settings in the Student Information System and can be changed by you at any time at "louie.nau.edu". WebCT Vista Implementation Settings The complete list of Vista implementation settings involves well over 1,100 entries. In practice, the settings are hierarchical and involve server, domain, and institutional hierarchies. This list is primarily derived from the institutional level settings, although it is augmented occasionally with settings from a higher level when that is necessary to clarify the actual cumulative effect of combining settings from all levels. This list, then, can be thought of as a working sketch of the more complex, but less tractable, system administrator installation guide. Key Y = Yes N = No T = True F = False Tools Tool/Feature Description Setting Assessments Tool Assignments Tool Enabled Enabled View Student name/User T T Both 33 Locked? (Y/N) N N N Tool/Feature Bookmarks Calendar Chat and Whiteboard Compile Tool Content File Tool Course Toolbar Discussion Tool Goals Tool Grade Book Description name/Both Enabled Public Inst. Entries in Section Calendar? Allow institution-level Calendar public entries Allow non-Section Instructors to add public entries to the section Calendar Enabled Allow Teaching Assistants to view and clear chat logs Logging is on by default in newly created chat rooms Allow Students to view chat logs Allow Auditors to view chat logs Allow Teaching Assistants to create rooms Enabled Enabled Labeling First primary Second primary Third primary Fourth primary Enabled Maximum # of Topics Allow Teaching Assistants to delete messages Allow Teaching Assistants to delete topics Allow Teaching Assistants to grade topics Allow Students to edit their own posts (default value) Enabled Allow Section Instructors to grant or deny members access to the section Allow Section Instructors to add and remove Students Allow Section Instructors to add and remove Auditors 34 Setting Locked? (Y/N) T T N N T N F N T F N T N F F F N N N T T Image and Text Announcements Discussions Mail My Grades -1 (unlimited) F N N N N N N N N N N F N T N F N T F N Y F Y F Y Tool/Feature HTML Creator Learning Module Tool Local Content Tool Mail Media Library Tool My Computer Applet My WebCT Notes Tool SCORM Module Tool Search Tool Syllabus Tool URL Tool Description Setting Allow Section Instructors to add and remove Teaching Assistants Allow Section Instructors to add and remove Section Designers Allow Section Instructors to view Grade Book audit history Allow Designers, Instructors, and Teaching Assistants to use the HTML Creator Allow Students and Auditors to use the HTML Creator Start the HTML Creator by default Allow Students and Auditors to use the spelling checker in the HTML Creator Enabled F Locked? (Y/N) N F N T N T N T N F T N N T N Enabled Enabled Allow Mail messages to be forwarded to an external e-mail address Maximum attachment size (KB) Display User Names in Mail tool and messages Enabled Max. files per upload Max bytes per upload Allow customization Allow institution members to customize My WebCT colors My WebCT default background color My WebCT default channel color MANY OTHER SETTINGS Use Show New Items button to indicate tool news Enabled Enabled T T F N N N 10000 T N N T 10 5000 T T N Y Y N N 145 N 165 Defaults F N N Y T T N N Enabled Enabled Enabled T T T N N N 35 Tool/Feature Description Setting Who’s Online Tool Enabled Allow Students and Auditors to use instant messaging Allow Students and Auditors to become invisible T T Locked? (Y/N) N N T N Administration Tool/Feature Description Setting Backup & Restore Allow section instructors to backup sections Allow section designers to backup sections Allow group admins to backup & restore sections Allow course instructors to backup & restore sections Top frame background color T Locked? (Y/N) N T N T N T N #003399 (Other in Prod) #FFFFFF (Other in Prod) 20883 (NAU logo) www.nau.edu Build.vista.nau.edu (MyVista in Prod?) N Y 20129 Y Y Y Branding Top frame text color #FFFFFF Top frame logo link Home Area name Browser Checker Use WebCT Vista Institution Entry Page Custom Institution Entry Page Using File Content ID Use WebCT Vista Login Entry Page Custom Login Page Using File Content ID Use WebCT Vista Logout Page Custom Logout Page Using File Content ID Use WebCT Vista Error Page Custom Error Page Using File Content ID Enable Manual Browser Checker 36 Y Y Y Y Y N Y Y N Y N N T N Tool/Feature Description Setting Content Import & Export Allow designers to import content as new template Allow designers to import content into existing template or section Allow designers to export content from an existing template or section Allow Breaking Links Private templates become public when associated with courses (For IMS Imports; no settings in Build) Default settings (English, etc.) T Locked? (Y/N) N T N T N T T N N English; (need Spanish option?) T N T N T N T N T N Drop-down list T N N T N All N Image and text Casual T N N N Student Name and Username F F N Content Sharing Import Settings International Learning Context Manager PeopleLinks Presentation Reports and Tracking Enroll Section Instructor as primary Force archive before template reassignment Allow Section Instructors and Teaching Assistants to use PeopleLinks on user names Allow Students and Auditors to use PeopleLinks on user names Allow Students to change the format of the Course Menu Default Course Menu format Allow Section Instructors to edit descriptions on Organizer Page links Allow Section Teaching Assistants to edit descriptions on Organizer Page links Primary tools. Tools not selected will appear under More Tools. Labeling Icon set Enable export Show tracking results Security Enable SSL for login page only Enable SSL for entire institution (REQUIRES SERVER 37 N N Tool/Feature Teaching Assistant Settings User Manager Description RESTART) Allow applets to be downloaded insecurely Allow Teaching Assistants to use Grade Book tool Allow Teaching Assistants to use Selective Release Map tool Allow Teaching Assistants to use Reports and Tracking tool Allow Teaching Assistants to use Assessments tool Allow Teaching Assistants to use Assignment Dropbox tool Allow Teaching Assistants to use SCORM tool Allow Teaching Assistants to view Grade Book audit history Allow Teaching Assistants to use Settings Allow anyone to create a user account Allow users to register themselves as a Student in a section Allow users to register themselves as an Auditor in a section 38 Setting Locked? (Y/N) F N T N T N T N T N T N T N T N T N F Y F Y F Y