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SAIG Suite Session 34 - Easy Access and TDClient Software for Title IV Transmissions

This session covers the SAIG suite components, including EDconnect, Easy Access (TDClient), and TDCommunity Manager, as well as upcoming changes for the SAIG suite.

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SAIG Suite Session 34 - Easy Access and TDClient Software for Title IV Transmissions

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  1. PersLi: Take out EasyAccess/TDClient Student Aid Internet Gateway (SAIG) Software for Title IV Transmissions Session #34 Session 34 -

  2. Agenda • Student Aid Internet Gateway(SAIG) • Transmission Software • EDconnect • Easy Access Client • TD CommunityManager (formerly OSM) • Upcoming Changes for SAIG suite Session 34 -

  3. Home Login to the Portal 10/17/02 GMT12:20 Username: Password: SAIG SUITE Virtual Data Center (VDC) http://SAIGPortal.ed.gov Mainframe & Midrange Users Easy Access Client Application Systems customers SSL 3.0 Postsecondary Institution FTP TDPortal Mailboxes Customers App Sys Internet State Scholarship/ Guaranty Agency PC Users EDconnect v 5.2 3rd Party Servicers SSL 3.0 Session 34 -

  4. SAIG Suite Components • EDconnect v5.2 - PC software • EasyAccess (soon to be TDClient)– Mainframe and Mid-Range Client software used to send and receive data. Upgrade coming in Spring 2003! • TDCommunity Manager (TDCM) – Web tool used for tracking data sent and received on SAIG Session 34 -

  5. EDconnect 5.2 • Enhancements • Password expiration popup & guide • Detailed transmission error messages • http://www.fsadownload.ed.gov/softedconnect.htm Session 34 -

  6. Security Setup • EDconnect passwords • User Password • EDconnect software • Network Password • SAIG mailbox Session 34 -

  7. Changing the EDconnect User Password • Security View, right-click on your User ID, select Properties • Type new password in new & verify fields • 7-8 characters in length (case-sensitive) Session 34 -

  8. Changing the SAIG Mailbox Network Password • Security View, right-click Group ID select Properties,Network tab • Select “Network and Local” for Change Type • Enter new password in new & verify fields • From Transmission menu select Now Session 34 -

  9. Security View Setup • Security Group • Use same TGID and password to access SAIG mailbox • User ID • All customers w/in group using EDconnect must have a unique User ID and password for accessing the EDconnect software Session 34 -

  10. Security View - User Setup • Directories tab displays location of EDconnect database • Send &Receive data directories default to C:\iam\data • Data directories should match your EDExpress or other software setup Session 34 -

  11. Connection Setup • EDconnect - internet connection for transmissions • Methods for configuring internet connection • Direct Connection • LAN (Local Area Networks) • Cable modem • DSL modem • ISP - dial-up access Session 34 -

  12. Security: Firewalls • Firewall - barrier between computer & external source (Internet) • hardware or software implemented • May prevent EDconnect from communicating with SAIG • If a firewall is present the technical staff will need to open port 26581 to allow outbound TCP/IP traffic Session 34 -

  13. Transmission Queue • Access by clicking on • Multiple items in TQ Session 34 -

  14. Sending from TQ • Include filename when sending • Asterisk indicates TQ is not complete Session 34 -

  15. Activity Log • Detailed audit trail for data transmissions • Column width adjustable Session 34 -

  16. Mailbox Query • Displays your mailbox • To select files for downloading f/ mailbox •  “Move to TQ” column Session 34 -

  17. Archive View • Retrieve files within ten days of downloading • Use Item Number in Activity Log and Archive View Session 34 -

  18. EasyAccess Client • Request software via CPS/WAN Technical Support - FTP password • Host Communication Guide http://fsadownload.ed.gov • Create JCL/Scripts to execute EAClient • Script problems? Visit PC lab or contact CPS/WAN Technical support Session 34 -

  19. Supported Platforms • MVS OS/390 2.6+ & LE 1.9+ • OS/400 4.2+ (Compiler Level 3.7) • AIX 4.2+ • Sun Solaris 2.6+ • DEC Open VMS 7.1 • HPUX 10.2+ Session 34 -

  20. EasyAccess Client Basics • Password changes • Query List & Audit Log • Sending Data • Receiving Data Session 34 -

  21. Password Change NETWORK=SAIGPORTAL FTPUSERID=TG50000 FTPPASSWD=PASSWORD/newpassword/newpassword RESET TRANSFER=(NAME=anything SENDUSERID=TG50000 SEND=DD:SENDFILE OTHER_COMP_PARMS='SECFILE=DD:SECFILEX') Session 34 -

  22. Query List NETWORK=SAIGPORTAL FTPUSERID=TG50000 FTPPASSWD=password RESET QUERY_LIST QUERY_FILE=DD:QUERY QUERY_STATUS= [RECEIVED, AVAILABLE or DELETED] Session 34 -

  23. Audit Log NETWORK=SAIGPORTAL FTPUSERID=TG50000 FTPPASSWD=password RESET RECEIVE_AUDIT_LOGS Session 34 -

  24. Sending Data NETWORK=SAIGPORTAL FTPUSERID=TG50000 FTPPASSWD=password RESET TRANSFER=(NAME=anything SENDUSERID=TG50000 SEND=DD:SENDFILE OTHER_COMP_PARMS='SECFILE=DD:SECFILEX') Session 34 -

  25. SECFILE SENDER(TG50000); HEADERLITERAL(O*N05) HEADERSTART(1) RECEIVERSTART(6) RECEIVERLENGTH(14) CLASSSTART(25) CLASSLENGTH(8); TRAILERLITERAL(O*N95) TRAILERSTART(1); LITERAL(O*N01) LITERALSTART(1) DROP(Y); LITERAL(O*N99) LITERALSTART(1) DROP(Y); Session 34 -

  26. Receiving Data NETWORK=SAIGPORTAL FTPUSERID=TG50000 FTPPASSWD=password RESET TRANSFER=(NAME=anything1 RECEIVECLASS=SARA02OP RECEIVE=DD:SARA02OP) TRANSFER=(NAME=anything2 RECEIVE=DD:ALLDATA) Session 34 -

  27. TDCommunity Manager • Formerly referred to as OSM • Web tool - view network traffic in your SAIG mailbox • Internet address: http://www.saigportal.fsa.ed.gov • Download the TDCM User’s Guide athttp://fsadownload.ed.gov Session 34 -

  28. TDCM Features • Monitors sent and received files • Provides filter and sort capabilities • Supports advanced search options • Can be used to restore files • View error detail to troubleshoot transmission errors Session 34 -

  29. Basics for TDCM • Greenwich Mean Time (GMT) Military time • Internet Explorer V5.0 displays screens best • Various Netscape versions will not display fully Session 34 -

  30. Login Screen for TDCM • Username: enter TG Number, including “TG” • Password: enter your SAIG Network password • Click Login • Customers access following tabs: • Welcome, Participants, Messages & Archive • All other tabs reserved for CPS/WAN or administration Session 34 -

  31. 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 Session 34 -

  32. Messages Tab Session 34 -

  33. Expanded View Session 34 -

  34. 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 Restored to Mailbox • Batch # Range • From Mailbox Session 34 -

  35. Advanced Search For Messages Session 34 -

  36. Archived Messages Session 34 -

  37. Coming Changes • Network Password expiration period will be changed from 120 to 90 days. • Next release of EDconnect & EasyAccess client (TDClient) – Summer 2003. Session 34 -

  38. Product Support • CPS/WAN Technical Support • 1-800-330-5947 • Email:cpswan@ncs.com • FSATech Listserv • E-mail: fsatech@inet.ed.gov • Sign-up information: http://www.ed.gov/offices/OSFAP/sfatech/listserv.html Session 34 -

  39. Open Discussion Session 34 -

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