Task 2: Automate an SIS File (Optional)

Optionally, you can automate the SIS integration job to import the SIS file at a later time. You can schedule the job to run once, daily, weekly, or monthly.

When you automate the integration job, you will specify the type of File Source. You will also specify the File Location. For the job to run successfully, make sure that the most recent file is always in the specified File Location. You can either place the file in the File Location manually or automatically as determined by your district.

1.  Go to Admin > Integration.

2.  Select the job from the Quick View pane on the left.

3.  Near the bottom of the Details tab, check the Automate checkbox.

4.  Enter information in the following fields:

    Start Date: Enter the start date or click the  icon (Calendar) to select a start date from the calendar.

    Start Time: Enter a start time or click the  icon (Time) to select a time from the drop-down list.

    Schedule Frequency: Select an option from the drop-down list (Once, Daily, Weekly, Monthly, or Hourly).

    File Source: Select an option from the drop-down list (Client File, FTP, Solana Secure FTP, or SFTP).

    File Location: Enter the exact path where the file will be located. You may want to Copy (Ctrl+C) and Paste (Ctrl+P) the location into the field.

    User Name/Password: The User Name and Password fields appear if you select FTP as your File Source. Enter your user name and password.

    Run task on service startup: Check this checkbox to run the task on service startup.

5.  Click Save.