You must create an ODBC connection on your JICS server that uses the same profile name that is set in EX Financial Aid Manager (FAM) as the PowerFAIDS Database Connection.
JICS references the PowerFAIDS Database Connection set in the EX database to display data on each of the Financial Aid portlets of CRM Students. Therefore, the PowerFAIDS ODBC profile name you created to support FAM will be the same one you will use to support JICS. This requires that an ODBC Connection of the same profile name, login ID (which must be PF05ROJI3), and password be created on the web server running JICS.
Since JICS now requires a 64-bit server architecture, the required ODBC is 64.bit.
A designated script to create the required Jenzabar login for PowerFAIDS (PF05ROJI3) must be run on the server hosting the PowerFAIDS database to allow both EX and JICS to access the PowerFAIDS database using ODBC connections of the same name. This script is provided prior to on-site training.
EX stores the ODBC profile name, login ID, and password in the PowerFAIDS Database Connection to allow both EX and JICS to open an ODBC connection to access the PowerFAIDS database. The PowerFAIDS Database Connection data should already exist in EX as it is required for EX Financial Aid Manager. Use the following steps to confirm that is exists.
1. Open the Financial Aid Configuration window.
2. Click the PowerFAIDS Database Connection... button.
3. Choose the appropriate PF Database Profile from the drop-down list.
If you do not see the ODBC profile name you created in the PF Database Profile drop-down list, it may not exist on the machine on which you are running EX. The drop-down list displays all 32 and 64 bit System DSN profiles. You may need to create an ODBC connection so that it appears in the drop-down list.
Configuration settings in JICS can be done by roles with permission to access and administer global and portlet settings.
If you are an administrator and need help in setting up and configuring this portlet, see the Configuration Guides on MyJenzabar.
See the Setting Global Permissions to Portlets help topic for instructions on how to set up global operations for JICS portlets.
You must set both Global Portlet Operations and Portlet-Specific Settings for the Financial Aid Administration portlet. When you select check boxes for particular roles, the Setup menu will be available for persons with these roles. Typically, this permission would be given to the Financial Aid Administrator role; however, you can give access for the global settings to any role.
The Portlet-Specific Settings can be done by the Student Administrator and/or Financial Aid Administrator, depending on which role you want to do the setup. These settings will be applied to all instances (copies) of the portlet, regardless of the portlet page on which the portlet is located.
1. Log in as the JICS administrator.
2. From the Financial Aid Administration portlet, click the wrench icon ().
3. On the Customize Portlet page, click the Settings tab.
a. In the Missing Document Alert Message Subject text box, enter the text that will appear in the Subject line of the alert email message that will be sent to the student to notify them of a missing financial aid document. This alert functionality is only available if the Financial Aid Document Tracking portlet is accessed through the Financial Aid Administration portlet and the Can Send Alerts permission is granted to the logged-in user.
b. In the Missing Document Alert Message Template text box, enter the template text for the missing financial aid documents alert message that will be sent to the student. The document name and award year may be dynamically included in the body of the alert if the @@Doc and/or the @@YEAR variables are specified in the template text.
c. Click the Save button.
4. Click the Permissions tab.
a. In the All Operations column, select the check box beside the roles that can administer all operations for the Financial Aid Administration portlet.
b. In the Can Send Alerts column, select the roles that can send Missing Document Alert messages. The Alerts check box is then displayed next to each item listed in the Missing Documents section of the Financial Aid Tracking portlet for users of the selected roles.
c. Click the Save button.
5. Click the Exit button.