Add users from The Education Edge to Blackbaud NetCommunity
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1.
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From The Education Edge, click NetCommunity on the navigation bar. The NetCommunity page appears. |
If you have not already set options for the Add Users utility, click the Options link in the top right corner. For more information, see NetCommunity Options: NetCommunity Users.
Warning: We strongly recommend you create a backup of your NetCommunity database before adding or updating users.
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2.
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Click Add Users to NetCommunity. The Schedule Task screen appears on the Schedule tab. |
Note: You must have the task scheduler enabled before you can schedule import tasks. For more information, contact Customer Support.
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3.
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To create a schedule for future import processes, click Create. The Add NetCommunity Users Task Scheduler screen appears. |
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a.
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In the Run User Import Task box, select the frequency (daily, weekly, monthly, or one time only) for running imports and click Next. |
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b.
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On the next screen, set time settings for the import task. In the Start time field, select the time of day to run the import. Other options appear depending on the interval you selected on the previous screen. Specify the days the import will run. Click Next. |
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c.
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On the next screen, enter a user name and password for the person to associate with the import task. Click Next. |
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d.
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The final screen displays a summary of the import task schedule. Click Finish. You return to the Schedule tab, which displays the import schedule. |
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4.
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To run the import process now, click Run Now. The import starts to process. When complete, the Status tab appears displaying the number of records processed, added, and failed. |
Note: The complex password requirement you can select on the Settings tab in Administration does not apply to imported passwords. The first time you change an imported user’s password in the program, you will be prompted to meet the complexity rules. To be clear, when a user password is changed, the program uses the password requirements set in Administration, not those from Faculty Access for the Web or NetClassroom. For information about complex passwords, see Registration and login options settings.
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5.
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If records failed, click View Failed Records to access the Process conflicts and errors screen. The grid displays all The Education Edge records that failed to import as NetCommunity users. |
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6.
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In the Process? column, select the checkbox for each record to resolve errors for. If you clear the checkbox, the record remains in the queue so you can process it later. |
Note: On the Status tab, you can view statistics for the last import process. You can click View Failed Records and View Log to view the conflicts and errors that occurred during the last process.
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7.
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The Education Edge Record column lists the user name, record name, and email address (if available) for each record that failed to import. |
If a record from The Education Edge has the same user name as an existing NetCommunity user, the NetCommunity Record column lists the user name, record name, and email address for the NetCommunity user.
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8.
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The Error Message column lists the conflict that prevented the record from being added to Blackbaud NetCommunity. Compare information in the Education Edge Record and NetCommunity Record columns to determine how to resolve the conflict. |
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9.
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Use the remaining columns to solve each error. |
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a.
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If a user name already exists in Blackbaud NetCommunity and you determine that the NetCommunity user is the same person as The Education Edge record (for example, the user is also a constituent in The Raiser’s Edge), you can select the checkbox in the Link Records column to link The Education Edge record to the existing NetCommunity user record. |
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b.
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If a user name already exists in Blackbaud NetCommunity and you determine that the NetCommunity user is not the same person as the record from The Education Edge, you can click Update Education Edge Record to open the Update Education Edge Record screen and enter a different user name and password. When you close this screen and return to the Process conflicts and errors screen, the new user name and password appear in the New User ID and New Password columns. |
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c.
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To temporarily exclude a record from processing, you can clear the Process? checkbox. To remove a record from the processing grid indefinitely, select the checkbox in the Quarantine column. To add quarantined records back to the processing grid, select Include quarantined records and click Refresh. |
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10.
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Click Process. The Process conflicts and errors screen closes and you return to the NetCommunity page in The Education Edge. |