# Presentation: 526329

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## Session 16 

***EDconnect Software***

***Session 16 ***

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## Who is this session for?
All levels
Evaluations
Questions
Time for Q & A at end of session

- All levels
- Evaluations
- Questions
- Time for Q & A at end of session

***Introduction***

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## What will this session cover?

- Migration
- EDconnect 5.0.0
- On-line Secure Manager (OSM) System
- Questions

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## Migration	

- EDconnect 4.1.0 users need to migrate
- Download and install Edconnect 5.0.0 (SFAdownload.ed.gov)
- Go to **SFAwebenroll.ed.gov**
- Select “SFA to the Internet Migration”
- Cover letter contains Migration checklist

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##         Migration

- Deadline for Migration is _**12-18-2001**_
- Old files may be restored until deadline
- Files sent with previous versions of EDconnect will no longer be available after Migration deadline
- Caution: EDExpress will auto-export to the last open version of EDconnect

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##  EDconnect 5.0.0What do you need ?

- Software available online (SFAdownload.ed.gov)
- Download the Cover Letter, Desk Reference and Installation Guide
- Download the installation file (EdCon500.exe) and run it on each PC
- Network and local Install options

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## Network Installation

**Caution**: EDconnect 5.0.0 database and previous versions of EDconnect have the same name, Edconn32.mdb.
- Do ***not**** *install the EDconnect 5.0.0 database into a folder containing the database of an earlier version of EDconnect.

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## Installation	 Temp files

- During install process EDconnect 5.0.0 will create temporary installation files in the windows temp folder
- If these files already exist from a previous install you will be given the option to overwrite the old files
- It is best to overwrite previous install files in the windows temp folder and let EDConnect 5.0.0 create new current install files

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## Definitions and Terms

_***Security Group***_* *
- Contains the destination point’s TG Number
- Contains the mailbox password that expires every 120 days

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## Definitions and Terms

_***User ID***_
- All individuals that transmit data with EDconnect  must have their own login *User ID* and password

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##  Security View - User

*Directories *tab displays location of EDconnect database
*Send *and *Receive *data directories default to C:\iam\data
- Data directories should match your EDExpress or other software setup

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##  Security View - Group

- Network tab contains Network ID (TG number) and mailbox password
- Displays expiration date for mailbox password

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## EDconnect & Password Changes

- A warning that password has or will expire is received when entering EDconnect refers to the _***User***_ login password

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## Changing the User Password

- Go to *Security View*, right-click on your *User ID*, and select *Properties*
- Type a new password in the new and verify fields
- Must be 7 or 8 characters Passwords are case-sensitive

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## Changing the Mailbox Password

- No warning message that Mailbox password is going to expire.
- Error message on transmission if Mailbox password expires
- Mailbox password expires every 120 days

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## Changing the Mailbox Password

- In *Security View*, right-click Group ID select *Properties* then *Network *tab
- Change type is “Network and Local”
- Enter a new password in the new & verify fields, 7 or 8 characters then click OK
- From *Transmission *menu select *Now*

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## EDconnect 5.0.0Connection Setup

- EDconnect 5.0.0 uses existing Internet connection to send and receive files
- Two ways to set up connections
- Direct Connection
- Internet service provider (ISP) dial-up

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## Direct Connections“Always On”

-  Examples of “always on” Connections
- LAN (Local Area Networks)
- Cable modem
- DSL modem

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## “Connection To Use”

- We recommend all customers select “Direct Connection” in Connection to use
- For Direct Connection and dial-up ISP
- Dial-up ISP must first establish connection                   then open EDconnect to transmit files

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## Firewalls What You Need to Know

- A _***Firewall***_ is a barrier between a computer and an external source such as the Internet
- Can be hardware or software
- May prevent EDconnect from communicating with SAIG
- Customers should check with technical support staff regarding Firewalls

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## Firewalls What You Need to Know

- If a firewall is present the technical staff will need to open _**port 26581**_ to allow outbound TCP/IP traffic
- Software Firewalls may also prevent EDconnect 5.0.0 from communicating with SAIG

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## Data Transmissions

- EDconnect sends and receives data for all Title IV application systems
- Multiple requests and sends may be done with each transmission

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## Transmission Queue

- Access by clicking on
- Multiple items in TQ

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## Sending from TQ

- Always include file name when sending
- An asterisk indicates TQ is not complete

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## TQ—Sending a File

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## Activity Log 

- Maintains a detailed record of all data transmissions
- You may modify field positionsand width of columns

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## Mailbox Query

- Allows you to see what is currently available in your in mailbox
- Put check in “Move to TQ” column to  download selected files

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## Archive View

- Allows you to retrieve “lost” files within ten days
- Use Item Number in Activity Log and Archive View

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## Message Class Manager

- Stores all electronic message classes available to SAIG users
*Combine *allows downloading multiple files of the same message class to one large file

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## On-line Secure Manager(OSM) Overview

- Monitors sent and received files
- Provides filter and sort capabilities
- Supports advanced search options
- Can be used to restore files
**URL = SAIGPortal.sfa.ed.gov**

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## Overview

- All references to time are in Greenwich Mean Time (GMT) (six hours ahead of Central Time)
- Time is display in military time (18:00)
- Internet Explorer Version 5.0 displays the screens best; some versions of Netscape will not display full tabs

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##  Login

- Username: enter TG Number, including “TG”
- Password: enter your Mailbox password
- Click Login

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## Welcome Screen

- You have access to the following tabs:
*Participants, Messages, Archive, Help, & Logout*
- Other tabs are disabled & reserved for CPS/WAN Technical Support

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## Participants Tab

- Changing your Mailbox password
- Search for TG Number using “EDI Name”
- Enter TG Number, click **Go**, then click on your school name in lower left
- Enter new password in the “Password” and “Verify Password” fields
- Click **Save **button to save password change
- Then do a “Local Only” password change at each EDconnect workstation

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## Participants Tab

- On Participants Tab only make changes to 	“Password” & “Verify Password” fields
- Updating other fields may corrupt your school’s setup in OSM & prevent the sending and receiving of data

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## Participants Tab

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## Messages Tab

**Show All**—Displays all files in mailbox
**To Mailbox**—Displays files to TG Number entered
**From Mailbox**—Displays files from TG Number entered
**Msg Class**—Displays only files of  Message Class entered
**Only New Messages**—Displays only receive type files that have not been received

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## Messages Tab

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## Expanded View

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## Restoring Current Files

- Restore files within 10 days of receipt
- Go to **Messages **tab
- Find **Receive File** to restore
- Change status from “RECEIVED-USER” to “DLVD-TO-MAILBOX”
- File will be available immediately

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## Restoring Current Files 

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## Advanced Search

- Method to filter the fields and create a specific search
- Fields which can be filtered include
**Mailbox**		 – **Received by Network **
**Message Class**	 – **Placed in Mailbox**
**To Mailbox**		 – **Retrieved from Mailbox**
**Only New Messages**
**Batch # Range**
**From Mailbox**

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## Advanced Search For Messages

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## Archive Tab

- Files are moved to Archive ten days after **Date/Time Picked** up
- Same search capabilities as Messages tab
- Search **Archive** tab for file to be restored
- Mark file, click **Restore, **status = (pend)
- File is moved back to the **Messages **tab
- You may download files again within 24 hrs

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## Archived Messages

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## How did we do?

- We appreciate your feedback and comments.  We can be reached:
- 		Phone:1-800-330-5947
- 		Email: cpswan@ncs.com

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## Questions and Comments

- Mainframe Information 		Session 15		SFA to the Internet

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