Create the ASE pool - 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/Creating-a-partition-for-Institution-and-Applicants/Create-the-ASE-pool - 2024-10-28

Brainware for Transcripts User Guide

Platform
Brainware
Product
Brainware for Transcripts
Release
24.1
License

To create the ASE pool, complete the following steps.

  1. Open the <project> .sdp file and navigate to the InstitutionASE on the Transcripts class.
  2. Display the field settings.
  3. On the File Import tab, to import the pool from the database table, click Import. A message stating that the pool was created is displayed. If an error message is displayed, the institution or applicant master tables have not been configured correctly. Correct any configuration errors and repeat from step 1.
  4. On the General tab, complete the following substeps.
    1. In the ID column, set the radio button to the field that is the unique identifier for the institution or applicant row in the database.
    2. In the Filter column, set the radio button to the PartitionID field.
    3. In the Search column, only select those field values that are strong and unique criteria for selecting the institution or applicant.
  5. On the File import tab, complete the following substeps.
    1. Reimport the pool.
    2. Set the class settings to the following.
      [Name]_[Index]
    3. Configure the following field settings, set the first line to the unique identifier for the record in the institution or applicant extract. It is recommended that the field uses the following structure, but this is optional depending on what is appropriate for the client as long as the first line is the unique identifier.
      [Index]
      [Name]
      [Address1]
      [City]
      [State] [Zip]
      
  6. The institution or applicant field configuration is complete, and a green light with the message Engine Is Ready should appear in the field status box. Save and close the project file.
  7. Repeat the steps to cerate the ApplicantASE pool.