This section of the user guide is focused on setting up your Colleague SIS integration. To help you navigate the article we have broken it down into the following sections:

• Firewall Changes
• Install and configure Colleague WebAPI
  • Clean Colleague data
  • Maintain Colleague indexing
  • Create GUIDs
  • Setup Colleague Integration Parameters (CDIP)
• Create Colleague Users for API requests
  • Create Colleague User for Warm Up Script
  • Schedule Warm Up Script

The following steps are needed to be completed in both of your production and test Colleague environments to ensure Ethos integration via a Colleague WebAPI will function properly.

Firewall Changes

If you have not received the firewall IP addresses that need to be given access, please contact your onboarding manager.

Install and configure Colleague WebAPI

All Ocelot connectivity will be routed through a Colleague WebAPI instance. This could be a

WebAPI you already have in place or a new one you choose to install for Ocelot connectivity.

Some considerations:

1. Self-ServiceFor performance reasons, Ocelot doesn’t recommend that you use the same WebAPI instance that is providing data to a Colleague Self-Service instance. That said, depending on your volume of traffic in Self-Service, you might have no performance problems using this WebAPI instance for both Ocelot and Self-Service.
2. If you already have a separate WebAPI instance for Ellucian Ethos connectivity, you may choose to use this for Ocelot connectivity as well.
3. You can always choose to install a new WebAPI instance dedicated to Ocelot integrations.

Colleague WebAPI can be downloaded using your SA Valet instance and installation documentation.

Clean Colleague data

Use the Ethos API Data Health Scanner to detect any data issues and make necessary

corrections. This is a vital step to ensure Ethos API endpoints run correctly.

Maintain Colleague indexing

The following entities used by Ocelot must have indexing rebuilt (UTBI) with option “C” -

Calculate Computed Index Columns:

• MAILING
• APPLICATIONS
• APPLICATION.STATUSES
• DEPTS
• PERSON
• STUDENT.ACAD.LEVELS
• STUDENT.ACAD.CRED

The following entities used by Ocelot must have indexing rebuilt (UTBI) with option “A” -

Calculate, Create, and Build All Index Components:

• PERSON.PIN
• FA.AWARD.HISTORY
• ACAD.CREDENTIALS
• STUDENT.ADVISEMENT

The steps to complete this process can be found at

https://resources.elluciancloud.com/bundle/ethos_integration/page/c_colleague_set_up_data.html

Create GUIDs

Ethos using GUIDs for identifiers and these must be built using the approach found at

https://resources.elluciancloud.com/bundle/ethos_integration/page/c_create_guids_120.html

In particular, you must ensure that the File Creation Type Defaults form (UTCD)

has “Enable Unidata Dynamic Files=YES” even if you are an MSSQL client.

Setup Colleague Integration Parameters (CDIP)

The integration parameters control how data is mapped between Ethos and Colleague, complete documentation can be found at https://resources.elluciancloud.com/bundle/ethos_integration/page/t_define_data_integration_parameters.html

Not all steps need to be completed, please see the details below:

Demographic Data:

All the "Criteria" sections can be skipped.

All the "Types" need to be mapped.

Course and Sections Data:

Subject/Dept needs to be mapped.

Course Status default values (Active/Inactive)

Section Statuses need to be mapped.

Contact Measures need to be mapped.

Registration:

Default Student Level/Program/Status needs to be populated.

Financial Aid:

Award Categories need to be mapped.

Admissions:

Office Codes should include Admissions and Financial Aid

Default values should be populated

Allow Move to Student can be "no"

Create Colleague Users for API requests

A single API proxy user should be set up for Ocelot integration. This gives you the ability to

control precisely which API endpoint Ocelot can access and documentation can be found at

https://resources.elluciancloud.com/bundle/ethos_integration/page/c_colleague_users.html

In particular, the user created must have the following assigned:

• VIEW.ADDRESS
• VIEW.ADMISSION.DECISIONS
• VIEW.ANY.ORGANIZATION
• VIEW.ANY.PERSON
• VIEW.APPLICATIONS
• VIEW.APPL.SUPPORTING.ITEMS
• VIEW.EDUCATIONAL.INSTITUTION
• VIEW.EXTERNAL.EDUCATION
• VIEW.FA.APPLICATION.OUTCOMES
• VIEW.FA.APPLICATIONS
• VIEW.PER.EXT.EDUC.CREDENTIAL
• VIEW.PERSON.HOLD
• VIEW.REGISTRATIONS
• VIEW.RES.STU.FA.AWARDS
• VIEW.SECTION.GRADING
• VIEW.SECTION.INSTRUCTORS
• VIEW.STU.ADV.RELATIONSHIPS
• VIEW.STUDENT.ACADEMIC.CREDENTIALS
• VIEW.STUDENT.ACADEMIC.PERIOD.PROFILE
• VIEW.STUDENT.ACADEMIC.PERIODS
• VIEW.STUDENT.ACADEMIC.PROGRAM
• VIEW.STUDENT.ACAD.STANDINGS
• VIEW.STUDENT.COURSE.TRANSFERS
• VIEW.STUDENT.FA.AWARDS
• VIEW.STUDENT.GRADE.POINT.AVERAGES
• VIEW.STUDENT.INFORMATION
• VIEW.STUDENT.SECTION.WAITLIST
• VIEW.STUDENT.TRANSCRIPT.GRADES
• VIEW.STU.FA.ACAD.PROGRESS
• VIEW.STU.REGISTRATION.ELIGIBILITY

Please share the credentials securely to Jeff Butera (such as PWpush.com) - jeff.butera@ocelotbot.com.

Create Colleague User for Warm Up Script

The steps to setup a Colleague user to run the Warm Up Script can be found at

https://resources.elluciancloud.com/bundle/ethos_integration_acn_configure/page/c_colleague_warmup_script_user_overview.html

If you already have a Warm Up user setup for Self Service, you can use the same user - you do not have to share these credentials with Ocelot.

Schedule Warm Up Script

For the WebAPI instance that will be providing Ocelot integration, schedule the Warm Up script to run with the documentation found at https://resources.elluciancloud.com/bundle/ethos_integration/page/c_run_warmup_script.html

The following Ethos sections can be skipped and do not have to be set up for the Ocelot

integration

• Create Colleague Admin User for Publishing Notifications
• Install Ellucian Messaging Service
• Setup Colleague in Ethos Integration
• Configuring RabbitMQ
• Specify EMS Settings in Colleague
• Configure EDX: subscribers and triggers
• Configure ISO Codes
• Install Ellucian Message Adapter