Prospective Student Portal A Technical Perspective Presented by: Patrick J. Kelly Sr. System Analyst...

Prospective Student Portal

A Technical Perspective

Presented by:Patrick J. Kelly

Sr. System Analyst / Portal Technical Team Lead

Agenda Background

Who is La Salle University What is our Prospective Student Portal (PSP)

Prospective Student Portal Project Overview PSP Technologies PSP Interface / Account Creation Process Tracking Prospective Students PSP Targeted Announcements PSP Outcomes

Who is La Salle University ? Our History:

La Salle is a Catholic, comprehensive University founded by the Christian Brothers in Philadelphia in 1863.

Committed to personalized, humanistic, practical education.

Our Campuses: Main Campus Northwest Philadelphia Satellite Campus Newtown, Bucks County

(25 miles north of Philadelphia)

Who is La Salle University ? Our Students:

7,000 undergraduate, graduate, and continuing education students annually

Three schools: Arts and Sciences Business Nursing

Student Demographics: 25 states 37 countries Two-thirds of undergraduates live on campus 90% of graduate students are working professionals

attending part-time

What is our Prospective Student Portal ?

Terminology: Prospective Student Portal

PSP Portal Luminis

Targeted Announcements/Messaging Focused messages (similar to emails) delivered

within the Portal Framework

LDAP = Lightweight Directory Access Protocol

What is our Prospective Student Portal ? cont…

Provides Prospective Students with: Information on:

Academics Admissions Financial Aid Scholarships

“Experience Life at La Salle University” Apply Online Personalized/Customized Content:

Status of Application Status of Financial Aid Targeted Announcements “Pulled” Channels

PSP Project Overview Project Goals:

User-Initiated Account Creation Integration with SCT’s Product(s)

BANNER, WebCT– Pre-Populated Web Application

Future Products: Workflow, etc…

Personalized Content Personalized Target Announcements 4-5 Month Implementation Schedule

January 2003 to May 2003

PSP Project Overview Project Timeline:

Portal Installation/Backup/Training 4-Weeks

PSP Planning 3-Weeks Functional Specifications 2-Weeks Technical Specifications

PSP Development 4-Weeks

PSP Content Creation 3-Week

PSP Testing 2-Weeks

PSP User Interface Setup (“look & feel”) 1-Week

PSP Project Overview cont…

Implementation Team

Portal Action TeamPortal Action Team

TechnicalTechnicalTeamTeam Content TeamContent Team Marketing/TrainingMarketing/Training

TeamTeam

Computer GovernanceComputer Governance

Kathy CarmichaelSCT Consultant

PSP Technologies Oracle PL/SQL Packages

2 Account Creation/Interface Packages1) ZWSKPSPL

– Builds Interface/Web Pages; Data-Entry Edits

2) ZWSKPLIB– Driver for Account Creation; Emails via UTL_SMTP

Based on BANNER Self-Serve Package Architecture– WebTailor Customizable Text– Linked via WebTailor to Customized Cascading Style Sheets

(*.css)

1 BANNER to Portal Integration Package1) ICSRKSEV

– Transfers Role, Major, Interests Attributes to Portal LDAP Based on BANNER “Intcomp” Package Architecture

PSP Technologies Luminis Configuration

Create Access Groups / Roles Prospective Students (High Level) Prospective Day Prospective Evening Prospective Graduates

PSP Technologies Luminis Configuration cont…

Create New Content Layout Owners for Roles:Prospect, ProspectDay, ProspectEve, ProspectGrad

Modify “dlm.xml” configuration file ($CP_WEBINF/config)

… <dlm:fragment name='Prospect' ownerID='prospect-lo' precedence='20'> <dlm:audience

evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'> <attribute name='role' mode='equals' value='prospect'/> </dlm:audience> </dlm:fragment>

<dlm:fragment name='ProspectDay' ownerID='prospectday-lo' precedence='30'> <dlm:audience

evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'> <attribute name='role' mode='equals' value='prospectday'/> </dlm:audience> </dlm:fragment>

…

PSP Architecture Overview

Portal Portal Account CreationAccount Creation

InterfaceInterface(PL/SQL)(PL/SQL)

Portal Entry PagePortal Entry Page

Portal Access Portal Access PointsPoints

BANNERBANNERDatabaseDatabaseBANNERBANNERDatabaseDatabase

PortalPortalLDAPLDAPPortalPortalLDAPLDAP

Prospective Prospective Student Student PortalPortal

Accessing the PSP

Access PointAccess Point

Accessing the PSP cont…

Access PointAccess Point

Accessing the PSP cont…

Entry Point Entry Point and and

InformationInformation

PSP Account Creation

Custom CascadingCustom CascadingStyle Sheet Style Sheet

(*.css)(*.css)

PSP Account Creation cont…

The Matching Process

Match SARPERS (Web Application Tables)

Lowest Common Denominator

Match SPRIDEN (Baseline BANNER Tables)

If match found, then system displays a message that they are already a valid user.

Match SRTIDEN (Web Prospect Tables)


The Matching Process cont…

Example: Match SARPERS First Name Match:

– Sarpers_first_name = PSP_first_name– Sarpers_first_init = PSP_first_name– Sarpers_nickname = PSP_first_name

Middle Name Match:– Sarpers_middle_name1 = PSP_middle_name– Sarpers_middle_name2 = PSP_middle_name– Sarpers_middle_init1 = PSP_middle_name– Sarpers_middle_init2 = PSP_middle_name– substr(Sarpers_middle_name1,1,1) =

substr(PSP_middle_name,1,1)– substr(Sarpers_middle_name2,1,1) =

substr(PSP_middle_name,1,1)– substr(Sarpers_middle_init1,1,1) =

substr(PSP_middle_name,1,1)– substr(Sarpers_middle_init2,1,1) =

substr(PSP_middle_name,1,1)– PSP_middle_name IS NULL and First Name Match = TRUE

PSP Account Creation cont… The Matching Process cont…

Example: Match SARPERS cont…

Date of Birth Match:– Sarpers_birth_date = PSP_birth_date DOBMATCH – Sarpers_birth_date IS NULL DOBISNULL – Otherwise DOBNOMATCH

Email Match:– SarphonEmalC (cursor) = PSP_email_address

UNIQUE Match:– First Name Match = TRUE– Middle_Name_Match = TRUE– DOBMATCH– Email Match = TRUE


Matching Matching ProcessProcess


WebTailorWebTailorCustomizableCustomizable

TextText


Allowed to Select Allowed to Select Multiple InterestsMultiple Interests


User-Defined User-Defined UsernameUsername

(must be unique)(must be unique)


60-Second Delay60-Second DelayFor BANNER “Intcomp”For BANNER “Intcomp”

Events to FireEvents to Fire


Date: Tue, 21 Oct 2003 15:25:40 -0400From: "LaSalle Admissions" <[email protected]> | Add to Address Book

RE: MyLaSalle Account Information

To: "[email protected]" <[email protected]>

Dear Patrick J. Kelly,

I want to thank you for logging into the MyLaSalle admissions portal. I hope that you will login many times over during the next year - longer if you ultimately enroll at LaSalle University. The portal will be continually updated with specific information about your academic and extracurricular interests. The personal messaging, discussion room and customization features of the portal make MyLaSalle a great way to learn about the University. Of course, you will also be able to follow the progress of your application for admission through the portal.

You will be asked to log into MyLaSalle by using the following user ID and password. User ID: pakellypa Password: 010180

Please keep these in a secure place. Thank you for your interest in La Salle University. I look forward to working with you in the college choice process.

Bob Voss Dean, Admissions and Student Financial Services - La Salle University,Philadelphia, PA

Customized Customized EmailEmail


UTL_SMTP Package Verifies a Valid Email Address Composes and Delivers Email ZWSKPLIB Package Header

/* this constant provides the UTL_SMTP package an address for the SMTP host for sending and verifying email addresses */

mailhost varchar2(30) := 'alpha.lasalle.edu';

sender varchar2(30) := '[email protected]';


UTL_SMTP Package cont… ZWSKPLIB Package Body

begin /* assigning a variable to a datatype of smtp_connection will validate the mail host constant */ mail_conn := utl_smtp.open_connection(mailhost, 25);

/* this handshake will validate the sender address and open the connection */ utl_smtp.helo(mail_conn, mailhost); utl_smtp.mail(mail_conn, sender);

/* in composing this email, the recipient must also be verified */ utl_smtp.rcpt(mail_conn,email_address);

/* compose the message */ message := 'Dear ' || first_name || ' ' || middle_initial || ' ' || last_name || ',' || crlf || crlf || 'I want to thank you for logging into the MyLaSalle admissions portal. I

hope ' || crlf || 'that you will login many times over during the next year - longer if you ' || crlf || 'ultimately enroll at LaSalle University.' || crlf || crlf || …


UTL_SMTP Package cont… ZWSKPLIB Package Body cont…

…utl_smtp.data(mail_conn, 'MIME-Version: 1.0' || crlf ||

'Content-type: text/html' || crlf ||

' Date: ' || to_char(sysdate, 'dd Mon YY hh24:mi:ss') || crlf ||

'From: ' || 'LaSalle Admissions' || ' <' ||

sender || '>' || crlf ||

'Subject: ' || 'MyLaSalle Account Information'

|| crlf ||

'To: ' || email_address || ' <' ||

email_address || '>' || crlf || message)

/* close the connection */

utl_smtp.quit(mail_conn);

…


BANNER Database Collection & Storage:

PSP User Interface Global Arrays:PSP User Interface Global Arrays:• global_appl_headerglobal_appl_header• global_appl_bodyglobal_appl_body

Web Application Web Application Tables:Tables:

• SARHEADSARHEAD• SABNSTUSABNSTU• SARPERSSARPERS• SARADDRSARADDR• SARPHONSARPHON• SAREFOSSAREFOS• SARACTVSARACTV

Web ProspectWeb ProspectTables:Tables:

• SRTIDENSRTIDEN• SRTPERSSRTPERS• SRTADDRSRTADDR• SRTEMALSRTEMAL• SRTTELESRTTELE• SRTPRELSRTPREL• SRTINTSSRTINTS

2)

1)

3)


Assigning PSP Roles/Attributes ICSRKSEV Package (PL/SQL)

Load Global Array of PSP Records to Process

– global_event_tab

BANNER to Luminis Integration Process– Baseline BANNER “Intcomp” Packages – gokparm.send_param_list

» Loads GOBEQRC and GOREQRC


Assigning PSP Roles/Attributes cont…

SCT Integration Components on Luminis Java-Based CORBA Connection to transfer

data from BANNER to Portal

$SUN_JVM -classpath $SCT/lib/sctevents.jar:$SCT/lib/classes12.zip:$SCT/lib/transactor.jar:$SCT/lib/sctpass.jar com.sctcorp.events.CampusPipelineEventDispatcher -host $EV_HOST -configDir $SCT/events -port 5124

Stored in LDAP on Core Portal Server– Role, Major, Interests Attributes


Customized Customized ContentContent

Tracking Prospective Students “Push” Data into BANNER Proper Tables:

Web Application Web Application TablesTables(aidm)(aidm)

Web ProspectWeb ProspectTablesTables(ridm)(ridm)

2)

1)

4)

3)

BANNERBANNERRecruitRecruitTable:Table:(pidm)(pidm)

• SRBRECRSRBRECR

BANNERBANNERApplicationApplication

Table:Table:(pidm)(pidm)

• SARADAPSARADAP

Baseline “Push” Process• SRRSRIN, SRRPREL

Baseline “Push” Process• SAAEAPS

PSP Targeted AnnouncementsPSP Group Maker Extract Program

icpspgmk.pc (cloned from icgorgmk.pc Pro*C Program) Creates XML Files that loads into Portal (LDAP)

static void get_glbextr_key(void){ EXEC SQL BEGIN DECLARE SECTION;/* LSU MOD - KELLYP 04-AUG-2003 --> Convert for PSP */

EXEC SQL DECLARE glbextr_key_c CURSOR FOR SELECT glbextr_key, icgoklib.f_xml_filter(sabnstu_id), sarpers_first_name, sarpers_last_name, sarpers_middle_name1, sabnstu_pin FROM glbextr, sarpers, sabnstu WHERE glbextr_application = UPPER(:ask_application_code) AND glbextr_selection = UPPER(:ask_selection_id) AND glbextr_creator_id = UPPER(:ask_creator_id) AND glbextr_user_id = UPPER(:ask_user_id) AND sabnstu_aidm = sarpers_aidm AND sabnstu_aidm = to_number(glbextr_key) ORDER BY sabnstu_activity_date; POSTORA;

UsesUsesBANNERBANNER

PopulationPopulation SelectionsSelections

PSP Outcomes cont…

Successes

Expanded “reach” to Prospective Students

Increase ability to track Prospective Students

Use of Technology sends a favorable message to Prospective Students about La Salle University

Potential to expand features of the PSP System

PSP Outcomes # of Prospective Student Accounts:

TOTALMay June July Aug Sept Oct

65446 49 45 109 215 190Day

7313 16 10 17 10 7Grad

338 3 1 9 7 5Eve

76067 68 56 135 232 202TOTAL


# of Prospective Student Accounts: PSP Account Creation

0

50

100

150

200

250

MAY JUNE JULY AUG SEP OCT

Months

# o

f A

cco

un

ts C

reate

d

DAY

EVE

GRAD


Challenges “Personalized” Targeted Announcements

Modified the Baseline Group Maker Extract Program to work for Prospective Students

Automated the Group Maker Extract and Portal XML Load Process

Single-Sign-On to BANNER Web Application Currently required to login again with the same

account credentials

Password Reset Utility Currently working with SCT on a solution


Challenges Quick Re-Entry for ONLY Prospective

Students “Cookie” Technology applied on a “Role Specific”

basis

“Yield” Statistics # of Prospective Student Accounts converted to:

– Completed Web Applications?– Accepted Web Applications?

Usage Statistics Number of visits? High Traffic Channels?


Uncertainties Ability to seamlessly change PSP Username

Upgrading our BANNER and Portal Systems

Working with SCT on a Baseline PSP Solution SCT Baseline Product scheduled to arrive in Fall

2003 Unsure of current status of SCT’s PSP Product ?!? Adopting La Salle’s PSP Product as Baseline

Thank You ! Contact Information

Patrick J. Kelly Email: [email protected] Phone: 215.951.1494

Visit our Homepage: http://www.lasalle.edu

Visit our Prospective Student Portal http://my.lasalle.edu

– UserID: guest– Password: lasalle

mailto:[email protected]

http://www.lasalle.edu/

http://www.lasalle.edu/

http://my.lasalle.edu/

http://my.lasalle.edu/

Prospective Student Portal A Technical Perspective Presented by: Patrick J. Kelly Sr. System Analyst...

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