Setting Up the Financial Aid Awards Portlet

EX Setup

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.

JICS Setup

Configuration settings in JICS can be done by roles with permission to access and administer global and portlet settings.

More Information for Administrators

If you are an administrator and need help in setting up and configuring this portlet, see the Configuration Guides on MyJenzabar.

Setting Global Portlet Operations

See the Setting Global Permissions to Portlets help topic for instructions on how to set up global operations for JICS portlets.

Defining Portlet-Specific Settings

You must set both Global Portlet Operations and Portlet-Specific Settings for the Financial Aid Awards 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 Awards portlet, click the Setup option.

a.        In the Alternate Financial Aid URL box, you may enter a web address. The user is directed to this web page rather than to the Financial Aid Awards portlet.

b.        The remaining setup configuration options on this page are not currently supported by EX.

c.        Click the Save button.

3.        Click the Exit button.