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Back Office and Site Manager Communication

PROBLEM:
Back Office and Site Manager Communication

 

SOLUTION

On the POS BackOffice machine

Set up the POS BackOffice machine to communicate with SiteManager over a network (follow these steps even if the two software packages are on the same machine):

1.        Set the Host Communication Type to Network.

2.        Open  Control Panel

3.        Select ODBC Data Sources. In Windows 2000 this is under Administrative Tools

4.        Select the System DSN tab

5.        Add a SQL Server data source

6.        Set the Name to SiteManager.

7.        Set the Server  to local if itÕs the database is on this machine. Otherwise, Set Server to the machine where the SiteManager SQL database is located.

8.        Choose NT authentication if the database is on this machine. Otherwise choose SQL Server authentication. (If you choose SQL Server authentication, you must specify a user id and password that SQL Server will recognize and set global settings 141 and 142 to match the SQL user id and password you have specified. If using Windows NT authentication, leave options 141 and 142 blank.) 

9.        ÔChange the default database to:Õ SiteManager.

10.     Finish.

Global Settings

School Name (Global Setting 2)

Set the school name. This will be a key field in any communication with SiteManager.

Host Communication Type (Global Setting 140)

Host Communication settings tell BackOffice whether to communicate with SiteManager by file, over a network, or not at all.  The values for this setting are Network, File, and None.  The database ships with this setting set to None.

Host Communication Database User ID (Global Setting 141)

If Host Communication Type is set to Network, this setting supplies the User ID needed to log in to SQL Server.  It will usually be sa (for SQL authentication), blank for NT authentication.  The database ships with this setting set to sa.  This setting can be ignored when Host Communication Type is set to File or None.

Host Communication Database Password (Global Setting 142)

If Host Communication Type is set to Network, this setting supplies the Password needed to log in to SQL Server.  It will usually be admin (for SQL authentication), blank for NT authentication.  The database ships with this setting set to admin.  This setting can be ignored when Host Communication Type is set to File or None.

Host Communication (Communicate Participant) (Global Setting 144)

If SiteManager is to house the master district student information for POS then this setting should be set to True. Data will flow both from the SiteManager database to the POSBO database, updating POS with changes made in SiteManager, and from POSBO to the SiteManager database, updating SiteManager with changes made at the POSBO site. If changes are made on both ends then, the change which is dated the latest will have precedence.

Participant Status

Set up the Participant Statuses as desired. This list must be matched in SiteManager.

 Serving Periods

Set up the Serving Periods as desired. This list must be matched in SiteManager.

 On the SiteManager machine

General Maintenance / Agency Administration

Set up Programs under the desired Agency (or Agencies) with ÔImport KeysÕ matching the Serving Periods in POS BackOffice. In other words, if you have a Serving Period set up in POS then it must be represented in the Agency Programs table. The Agency / Programs / Import Key and POS Back Office Serving Periods must match identically (they are case sensitive).

 General Maintenance / Site Administration

Set up a site with the [Site] Import Key setting set the same as POSBO Golbal Setting #2. This is also case-sensitive.

Settings / Participant Status

Set up Participant Statuses in SiteManager to match identically. They need to have the same ÔStatus IDÕ as POS BackOffice and/or be in the same order).

 

 

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