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For the initial setup, please use the Setup Checklist to record when each section is complete. |
Opening System Settings
| This procedure is used to access all processes in the System Settings section | |
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| Step 1: From the Administration and Maintenance menu, select the System Settings option. |  |
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| The Miscellaneous section contains information that does not fall under the other categories. | |
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| Step 1: Select the Miscellaneous tab. | |
Step 2: Enter the Miscellaneous setup information. - Prior-Year Expiration Date - Enter the expiration date of the prior-year applications. Click the ellipses (...) to open a calendar.
- Current School Year - Select the current School Year from the drop-down menu.
- Backup Path Relative to Client - Enter the location where the system will place backups relative to the workstations.
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- Backup Path Relative to Server - Enter the location where the system will place backups relative to the servers (usually a folder on the server's local drive).
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If a network path is used, be sure the SQL server user log in being utilized has the appropriate permissions to write to the chosen network location. |
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- Skip alert check for users that cannot see details - Select this option to skip Alert Checks at start up for users who do not have access to the alert details.
- ApplyForLunch Integration ID - If your district utilizes the ApplyForLunch service, enter the Integration ID number (supplied by MCS Software).
- Database GUID - The GUID for the current database (not editable).
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- Max Parallel Database Connections - Enter the maximum number of database connections to use when processing parallel operations against the database.
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Increasing this number may improve performance on some processes, but may increase the load on the SQL server. |
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- Show News and Announcements on Startup - Select this option if you want News and Announcements to be displayed when starting the program (leave unchecked to disable this option).
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News and Announcements can be blocked for individual roles by revoking their permissions to News and Announcements under Administration and Maintenance - Security - Permissions, |
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Direct Certification
| The Direct Certification Section allows you to choose DC options, including Import Plugins, Letter Queuing, and State Match Fields. The Plugin configures the system to read the format of the DC file supplied to the District. | |
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Step 1: Select the Direct Certification tab. | |
Step 2: Enter the Direct Certification setup information. | |
- Direct Certification Plugin - Select the Direct Certification Plugin from the drop-down menu. Click the icon to the right of the drop-down menu to configure the selected DC import file.
- Select File Format to setup the DC File export function.
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- Queue DC Letters - Select this option to queue Direct Certification Approval Letters at time of approval.
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- State Match Field - Select the field to be used for a State DC Match from the drop-down menu .
- Student Number (Exact)
- Student Number (Exact)
- SIS Data (Exact)
- SIS Data (Numeric)
- SIS Key
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- Eligibility Priority- From the drop-down menu, select the priority of the DC application when other applications or circumstances are available.
- DC overrides everything (even School Type)
- DC overrides all special occasions
- DC overrides special circumstances except Decline Benefits
- DC overrides Application
- DC overrides Application only if newer
- Application overrides DC
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Datacenter
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Step 1: Select the Datacenter tab. |
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Step 2: Select the appropriate Datacenter options. |
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- Database Guid - The identifier of the currently attached DataCenter database (not editable).
- Next-Year Guid - Next year's DataCenter database identifier. This field will be blank if the End of Year is not enabled in DataCenter.
- Add Inactive Students - Select this option to add inactive students from the database when downloading.
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- Select All
- Severe Need
- Homeless
- Indian Reservation
- Migrant
- Per Administrator
- Runaway
- Institutionalized
- Headstart Free
- Headstart Reduced
- Disaster Relief
- Foster Child
- Declining Benefits
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- Load All Students into Memory on Full Sync - Select this option to load all students when performing a full sync with DataCenter.
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Reports
| The Reports section allows you to set a default Confidentiality Statement and custom Headers that will appear in all reports. | |
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Step 1: Select the Reports tab. |
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Step 2: Select the appropriate Reports options. Delete text in the Report Titles that will not be used. |
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- Report Title 1 - Enter the first default title line that will appear on all reports.
- Report Title 2 - Enter the second default title line that will appear on all reports.
- Report Title 3 - Enter the third default title line that will appear on all reports.
- Confidential Data Statement - Enter the default confidentiality statement that will appear on all reports containing confidential data.
- Show Names as Last, First - Select this option to list students in a last name - first name order.
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Application Processing
The Application Processing section allows you to configure how applications are handled in the system.
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