Transferology Technical Documentation

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The Transferology Connector provides degree audits and course equivalencies from u.achieve/DARwin to uAchieve to Transferology. The Transferology Connector is a Java web application installed at your school. 

The following diagram provides a high level view of the Transferology Connector and its relationship with Transferology.

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Info

If you are unfamiliar with the Transferology Connector, please see Getting Started With the Transferology Connector Getting Started With the Transferology Connector.

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The Transferology Connector is formerly known by several other names including: u.select Connector, CEGXML, External CEG/XML Interface, CEG, XML Interface, or External CEG.


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connector_mandatory_requirements

Tip
titleMandatory Requirements

The following requirements are mandatory to successfully install, configure, and operate the Transferology Connector:

  • Java SE 5, 6 or 7 - May be obtained from the following page: http://www.oracle.com/technetwork/java/javase/downloads/index.html8 - If your institution is unfamiliar with java, please see Free Java 8 Implementations.
  • TLSv1.2 - The Transferology web service which receives degree audits no longer supports TLSv1 or TLS v1.1. Java 8 and higher use TLSv1.2 by default.
  • Java Application Server - CollegeSource recommends Tomcat 78.5.x or 9.0.x, which can be obtained from the following page: http://tomcat.apache.org/index.html
  • Firewalls
    • School's External - Your firewall must allow traffic to the :
      • Your production Transferology Connector from www.
      transferologylab
      • transfer.
      com
      • org (
      74
      • 18.
      126
      • 207.
      83
      • 24.
      29) and www
      • 42).
      • Your test/development Transferology Connector from test.transfer.org (
      74
      • 23.
      126
      • 22.
      83
      • 104.
      21
      • 35).
      • CollegeSource recommends restricting access to the Transferology Connector only after it is correctly installed and configured. Restricting access prior to this makes troubleshooting difficult.
    • Internal - TCP keepalive must be enabled between your Java Application Server and database when the JDBC connection traverses an internal firewall.
  • OS access - You need OS access to Java application server to perform functions such as copying and editing files
  • CollegeSource audit server- One of the following minimum versions are required:
    • DARwin 3.5.6
    • u.achieve 4.0.14
  • CollegeSource tables- One of the following minimum table definition versions are required:
  • DARwin 3.5.8
    • u.achieve 4.0.14uachieve database tables - minimum table definition version 4.4.
  • uachieve audit server - When using degree audits, minimum version 4.2.2.
  • Database user and password - Necessary for the Connector to access CollegeSource uachieve tables
  • JDBC Driver - You need a JDBC Driver that is compatible with your specific database type. If you do not currently use a JDBC Driver, see one of the following pages:
  • Specify the correct daversion in the cas4.properties:
    • daversion=darwindaversion=uachieve
  • CollegeSource uAchieve Degree Audits - When using the degree audit functionality, one of the following is required:
  • DARwin daemon.cfg - Assign value of server_name property in DARwin daemon.cfg
    • u.achieve - Define RequestHandler in define RequestHandler in uAchieve's daemonContext.xml.

 

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5.

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0 Features

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  • Compatible with uachieve API 4.

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  • u.achieve and DARwin compatibility
  • Supports DARwin/u.achieve Default or Reference Only Tables
  • Quick equivalencies
  • Simplified configuration
  • School is NOT required to provide both Degree Audit and Course Equivalency functionality, can configure only Degree Audits or Course Equivalencies4.0, including the Long data type for the job_queue_xxx int_seq_no columns.
  • Provides native uAchieve degree audit report types to Transferology (TXT, HTM and PDF).
  • Provides web services to facilitate the next day equivalency refresh into Transferology.
  • For uachieve degree audits, provides server name and directory location of the uachieve server which produced the degree audit.

For features provided in earlier versions, see Connector Milestones.

Additional Information

  • The Transferology Connector does NOT access a school's Student Information System
  • Transferology makes HTTP (or HTTPS when defined) connections to the Transferology Connector
  • Transferology sends/requests data via POST
  • Schools can use an SSL Certificate to secure the data exchange between Transferology and the Transferology Connector
  • Schools can restrict access to Transferology Connector with their firewall by only allowing Transferology (7418.126207.8324.2142) traffic to reach the Transferology Connector


Upgrade

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UpgradeFrom42UpgradeFrom43UpgradeFrom42
UpgradeFrom43

 When upgrading from an existing 4.1.x or 4.2.x versionInstall, Configure, and Activate
Note
titleUpgrading from 4.1.x or 4.2.x?
to the 5.0.x Transferology Connector?
Tip
title

The uachieve database must have JOB_QUEUE tables upgraded to uAchieve 4.4.

When upgrading to the 5.0.x version of the Connector, follow these steps:

  1. Execute the DARwin 3.5.8 table upgrade script to create the JOB_QUEUE_DESTINATION table, see DARwin Database Scripts to download
  2. Add the following lines into your cas4.properties:
No Format
# tells Connector to use existing ceg-model.xml for school configuration
xservice.model=model
xservice.jobDestinationManagerImpl=jobDestinationManagerDarwinImpl

3. Install the 4.3.x Connector version

Install, Configure, and Activate

  1. Connector 5.0 sql database script for your particular database. The script adds the last_mod_descendant_utc column to the tca_master and tca_rule tables.
    1. Oracle - connector-oracle-5_0.sql
    2. SQL Server - connector-mssql-5_0.sql
    3. DB2 - connector-db2-5_0.sql
  2. Execute the Connector 5.0 sql database trigger script for your particular database. The triggers maintain the last_mod_descendant_utc columns of the tca_master and tca_rule tables.
    1. Oracle - connector-oracle-triggers-5_0.sql
    2. SQL Server - coming soon
    3. DB2 - coming soon
  3. Install the 5.0.x Connector version.
  4. The configuration instructions for the RequestHandler defined in the uAchieve daemonContext.xml were revised due to the additional uachieve report types HTM and PDF.
  5. Use the Transferology Lab's Audit Setup page to:
    1. Change the Audit request format to: Connector 5.x
    2. Change the Audit Report type to: TXT, HTM or PDF


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uAchieveCompatibility

Note
titleTransferology Connector 5.0.x, 4.4.x and 4.3.x Compatibility with uAchieve versions
  • The above Mandatory Requirements section identifies the minimum uAchieve audit server and uAchieve tables which are compatible with the Transferology Connector versions 5.0.x, 4.4.x and 4.3.x.


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InstallAndConfigure
InstallAndConfigure

Install and Configure

Tip
titleInstall and Configure the Transferology Connector

When you are ready to install and configure the Transferology Connector, follow these steps:

1. Database Access by Transferology Connector into

CollegeSource

uachieve tables.

2. Install and Configure Transferology Connector

If you use DARwin/u.achieve

3. If your school's uAchieve encoding specifies default or reference only tables in your equivalencies,

review Setting up Default Tables.
  • Install and Configure Transferology Connector
  • If you use any default or reference-only DARwin tables in your equivalencies, follow Enabling Default MREF and TA Tables.
    • Activate Transferology Connector in legacy u.select

    keep in mind, Transferology does NOT recognize all types of default or reference tables. The following types of default or reference tables are recognized by Transferology:

    • Defaulting MSTREF Data - Reference Only
    • Defaulting TA Rules - Reference Only
    • Defaulting TA Rules - All Articulation Rules
    • Default TA Table With Additional Rules

    Transferology doesn't recognize Defaulting Unknown Institutions and Courses aka Super Default.

    Please review the following documentation for uAchieve default or reference tables encoding details: Setting Up Default Tables

    Warning
    titleNOTE:

    You must have a Support Center account to view this page; create one here.


    Troubleshooting

    Several troubleshooting pages.