Configure Standard Institution ID and Applicant ID fields without a partition - Brainware for Transcripts - 24.1 - 24.1 - Ready - Brainware - external - Brainware/Brainware-for-Transcripts/24.1/Brainware-for-Transcripts-User-Guide/About-Brainware-for-Transcripts-Solution-Features/About-creating-institution-and-applicant-master-partitions/Configuring-the-Institution-ID-and-Applicant-ID-fields-without-using-a-partition/About-using-a-Standard-Institution-or-Applicant-ID-field-without-a-partition/Configure-Standard-Institution-ID-and-Applicant-ID-fields-without-a-partition

Configure Standard Institution ID and Applicant ID fields without a partition - Brainware for Transcripts - 24.1 - 24.1 - Ready - Brainware - external - Brainware/Brainware-for-Transcripts/24.1/Brainware-for-Transcripts-User-Guide/About-Brainware-for-Transcripts-Solution-Features/About-creating-institution-and-applicant-master-partitions/Configuring-the-Institution-ID-and-Applicant-ID-fields-without-using-a-partition/About-using-a-Standard-Institution-or-Applicant-ID-field-without-a-partition/Configure-Standard-Institution-ID-and-Applicant-ID-fields-without-a-partition - 2024-10-28

Brainware for Transcripts User Guide

Platform

Brainware

Product

Brainware for Transcripts

Release

24.1

License

To configure a standard Institution or Applicant ID field, complete the following steps. Once for the InstitutionASE field and once for the ApplicantASE field.

Note: If you are using UNC paths, the relevant directories should have the appropriate shares, which is usually full control, so that the system can perform the required read-write operations.

Navigate to the directory that contains the Global project file.
Open the <project> .ini file, locate the ASA section, and complete the following substeps.
1. Ensure that the Class parameter is set to Transcripts.
2. Depending on whether you are configuring an Institution ID field or an Applicant ID field, set the Fieldname to InstitutionASE or ApplicantASE only. The field names are predefined and must not be modified in any case.
3. If the unique identifier for each row in the institution extract is numeric, then set the AlphaNum parameter to No. Otherwise, set it to Yes.
4. If the Pool directory is located in the same directory as the project file, then leave the PoolPath parameter empty and set the PoolRelative parameter to Yes. Otherwise, in the PoolPath parameter, enter the path to the pool, and set the PoolRelative parameter to No.
5. Set the PoolDirectory parameter to Pool.
6. Set the PoolName parameter to Institutions when configuring an Institution field, and set it to Applicant when configuring the Applicant field. Any valid filename can be used, however for different pools different pool names need to be configured.
7. If the institution pool import file (CSV import file) is located in the same directory as the <project>.ini file, then set the FileRelative parameter to Yes, and in the ImportFileName parameter enter the name of the Institution Extract file, including the file extension. If the Institution Extract file is not located in the same directory as the <project>.ini file, then set the FileRelative parameter to No, and in the ImportPathFileName parameter, enter the UNC path to the Institution Extract file.
8. Save the changes and close the INI file.
Open the project file, and in the Transcripts class, navigate to the InsitutionASE field, display the field settings, and complete the following substeps.
The names of the columns shown in the field display are system-assigned names. These names may not be indicative of the contents of the fields in the Institution Extract file. SupplierID is always the first column in the Institution Extract file, SupplierIndex is the second column, SupplierName is the third column, and so on. When using a CSV file as the institution or applicant extract source, we recommend that the first line of the CSV file contains the column names as they appear in the Institution Extract file, and that you enable the Import field names from first row option for the InstitutionASE or ApplicantASE field in the designer. This configuration eases Verifier searches through the Details option within Verifier search.
1. To import the pool, on the File Import tab, click Import.
2. To configure the search fields to identify the institution or applicant, on the Analysis tab, in the Search column, select the Institution name, Street address, City, To configure the search fields to identify the institution or applicant, on the Analysis tab, in the Search column, select the Institution name, Street address, City, Zip/postal code, and Institution telephone numbers, and Institution telephone numbers boxes.
3. To select the column in the institution extract that denotes the unique identifier for the institution record, select the radio button in the ID column.
To reimport the pool, on the File Import tab, click Import.
Set the Class settings to the following.
```
[*institution name*] + underscore + [*institution ID*]
```
However, if the Org_ID column contains the unique institution ID, and the InstName column contains the institution name, which varies depending on the column order in the actual institution extract, then set the class to the following.
```
[InstName]_[Org_ID]
```
The field settings control how the institution address is displayed on the Verifier form. It is a multi-line field, and the first line must be set to the unique identifier for the record in the institution extract. The file should have the following structure, but the structure may vary depending on your business needs. However, the first line must be set to the unique identifier.
```
[*Unique ID*]
					[*Institution Name*]
					[*Street Address*]
					[*City*], [*State / Region*] [*Postal / Zip Code*]
				
```
The configuration of the Institution or Application field is complete. A green light with the message Engine Is Ready should appear in the field status box. Save and close the project file.