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10/15/2015

New Streamlined CASEMIS Import Process

Tags: CASEMIS

In the 09/18/2015 version of Aeries.net, Eagle Software introduced a new CASEMIS import process and it comes packed with some exciting features.  With the Configure CASEMIS Import form, you will be able to schedule CASEMIS Imports to automatically process your CASEMIS Type A and Type B files, import data directly into Aeries, and report back via email to keep you apprised of the results. 

When you first arrive at this form, there are a couple of options for file locations.  If you store your Special Education data files on a Secure FTP server, the CASEMIS Import can download those files directly from the FTP. If you have a network location that is accessible to your Aeries Reporting Service, you can use that location to house those files, and when the CASEMIS Import is scheduled to process, it will look in that folder instead.

 

*Note: Secure FTP on port 22 is the only FTP option currently supported.

For those who are familiar with the CS import process, in this new Aeries.net process,  the configuration has been simplified so that loading and matching are done automatically during the scheduled process.  During the processing of your CASEMIS Type A Student file, the import will first look for student’s with matching SSID’s and failover to match on a first name, last name, birthdate combination if a matching SSID is unavailable.  Each matching record that is imported will then be reported back via email to the email address you define on the configuration form.

The email report does not only contain imported data, though.  It will also deliver a detailed report of which records that were unable to be matched, duplicate records in your data file, errors that may have been encountered, a list of active special education students who are identified in Aeries, but not found in the CASEMIS file, and an original line number for each identified record so you can easily return to the data file and reference the exact record that did not import successfully.

These imports can be set to import as often as daily, once a week, or if your district would like to import less often, there is the option to not schedule the process and initiate the import manually when it is needed.

Full documentation can be found by clicking here.

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