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Overview

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.



Opening System Settings

This procedure is used to access all processes in the System Settings section.

From the Administration and Maintenance tab, select System Settings.

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


District Info

The District Information Section is where you tell the system about your District.

Select the District Info tab to enter District information.

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Miscellaneous

The Miscellaneous section contains information that does not fall under the other categories.

Select the Miscellaneous tab to enter miscellaneous setup information.

Backup Path Relative to Client

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

Backup Path Relative to Server

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.

Max Parallel Database Connections

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

News and Announcements

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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Reports

The Reports section allows you to set a default Confidentiality Statement and custom Headers that will appear in all reports.

Select the Reports tab to establish appropriate reports options.

Reports

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

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Application Processing

The Application Processing section allows you to configure how applications are handled in the system.

Select the Application Processing tab to establish appropriate application processing options.

 Case Number Validation Rules Configurations

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.

    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


 Recipient Name Regular Expression Validator
  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 rowLin 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 charactersJun Wu


    JunWu


     


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Application Review

This section allows you to configure the application review process. Application types can be set for a review hold and various review tolerances can be adjusted depending on the District's needs.

Select the Application Review tab to establish application review options.

Application Reference Number

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.

Automatic Review Queue Rules

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.
 

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Scanning

The scanning section allows you to set options utilized when scanning in applications.

Select the Scanning tab to establish appropriate scanning options.

Recognize Numeric-Only

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.

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Email

The Email section allows you to configure your email settings. Contact your IT department for SMTP setup details.

Select the Email tab to establish appropriate email options.

Basic Authentication Mode

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

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Custom Strings

Custom Strings allows a District to modify/customize up to 30 user-defined information release fields to be used in conjunction with paper and online applications.

Select the Custom Strings tab to establish appropriate user-defined data.

Click the arrow > to expand a section. Next, click in the correct column of Custom Text and enter text, Then, click Apply to save changes.

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Mosaic Integration

The Mosaic Integration section allows you to configure communication methods between Mosaic Front of House (FoH) and MSA Client. SFTP details are provided by Mosaic Support.

 Additional Setup for Mosaic Integration

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

Sync Coordination

When establishing scheduled jobs, you should setup the Agent Mode Schedule to export and sync in conjunction of your Mosaic scheduled job.

  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.
  5. Select Mosaic Student Data or the task name created during imports above. Then, click Ok.

  6. In the Edit Scheduled Job window, click Ok.

  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.

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