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System Settings is where the client will set the parameters that will be utilized throughout the system.

For the initial setup, please use the Setup Checklist to record when each section is complete.

For changes in multiple areas click Apply after completing modifications in each tab. Clicking Ok will save changes and close the window.

Some users may not have a backup path relative to client due to rights established by the District.

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.

Increasing the number of connections may improve performance on some processes, but may also increase the load on the SQL server.

News and Announcements can be blocked for individual roles by revoking their permissions to News and Announcements under Administration and Maintenance → Security → Permissions.

Delete text in the Report Titles that will not be used. 

Alpha-Numeric and Numeric Case Number Configurations

1. Click the gear icon to the left of the drop-down menu.
2. Establish Minimum Length, Maximum Length, and Alternate Length (0 for no alternate length). Then, click Ok.
    

Regular Expression Case Number Configurations

1. Click the gear icon to the left of the drop-down menu.

2. Establish a JavaScript Regular Expression and determine if the expression is Case Sensitive.

   Note
   title JavaScript Regular Expression
   The JavaScript Regular Expression statement entered should also be the Regular Expression statement used in your Free & Reduced and Point of Sale software in order to ensure information is properly communicated across all systems.

   
   

3. Enter a number of different expressions in the Test cell and click Test to ensure the expression entered is correct. You should enter valid and non-valid possibilities when testing. Then, click Ok.

   RegExp	Expected Input/Result	Test Expression/Result *Green - Match, Red - Non-Match
   ^[0-9]{9}$	A case number must contain exactly 9 numeric characters	123456789
   		12345678a
   ^A[0-9]{5,7}	A case number must begin with "A" and contain 5-7 numeric characters	A12345
   		123456
   		A12345678

   
   

1. Click the gear icon to the left of the drop-down menu.

2. Establish a JavaScript Regular Expression.

3. Enter a number of different expressions in the Test cell and click Test to ensure the expression entered is correct. You should enter valid and non-valid possibilities when testing. Then, click Ok.
   

   RegExp	Expected Input/Result	Test Expression/Result *Green - Match, Red - Non-Match
   [A-Za-z].*[A-Za-z].*[A-Za-z]	A recipient name must contain a minimum of 3 alpha characters	FNE
   		Franklin N Edison
   		F E
   [A-Za-z]{3,}	A recipient name must contain a minimum of 3 alpha characters in a row	Lin Ma
   		Li Ma
   [A-Za-z]{2}.*( |,).*[A-Za-z]{2}	A recipient name must contain at least 2 alpha characters, a required space, and at least 2 alpha characters	Jun Wu
   		JunWu

   
   

    

When editing, the user would be unable to make changes to the reference number if selected. The reference number is always read-only for online applications.

Knowledge of SQL language is required in order to define formulas. Contact someone familiar with SQL language or your IT department to assist you if you choose to utilize this function.
 

When selecting to recognize the Student ID or Case Numbers as Numeric-Only, the accuracy of numeric values increases; however, it prevents the system from recognizing alpha characters. This may not be ideal for every District as some require alpha characters.

You may wish to contact your IT department to establish a separate email account for notification emails. 

In order for Mosaic FOH and MySchoolApps Client to function smoothly, additional setup is necessary.

Establish Student Data Imports

1. From the Administration and Maintenance tab, locate Miscellaneous Setup. Then, select Student Importers.
2. In the Student Importer Maintenance window, click Add.
3. Select Mosaic Hosted from the list. Then, click Ok.
   
4. Setup Student Importer details. Then, click Configure.
   
5. By default, the student data file name has been pre-filled. If the filename differs, enter the new filename provided by Mosaic Support and click Ok.
   
   
   
6. Click Ok in the Setup Student Importer window.
7. If you would like to run the import file now, select the Mosaic Student Importer task and click Run Now. Otherwise, click Close.
   

Establish Exports

1. From the Administration and Maintenance tab, locate Advanced Setup. Then, select Exports.
2. Click Add New.
3. Select Mosaic Hosted from the list. Then, click Ok.
   
4. Enter an export Description. Then, click Setup.
   

5. By default, the Remote Filename Pattern file name has been pre-filled. If the filename differs, enter the new filename provided by Mosaic Support and click Ok.

   

6. Click Ok in the Confire Export window.
7. You should now see your export.
   

Create a Scheduled Job to Import Student Data

1. From the Administration and Maintenance tab, locate Advanced Setup. Then, select Scheduled Jobs.
2. Click Add.

3. Establish Scheduled Job information. Then, click Add Task.

   1. Description - Enter a description of the new Scheduled Job.

   2. Expected Period - Enter the Expected Period that the work schedule should be performed.

   3. Inactive - Select this option to make the Scheduled Job Inactive. 

   4. Agent Mode Schedule - Use the drop-down menu to establish a frequency and complete details in order for the process(es) to be executed without using the Windows Task Scheduler.
      

4. Select Import Student Data from the list. Then, click Ok.
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5. Select Mosaic Student Data or the task name created during imports above. Then, click Ok.
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6. In the Edit Scheduled Job window, click Ok.
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7. You may wish to run the job now. Select the Mosaic Student Import job and click Run Now.
   
8. Select where the scheduled job should run. Mosaic FOH Cloud users will select On the server. Mosaic FOH On-Premise users will select On this workstation.