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

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

• Java SE 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 78.05.x or 89.0.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.transfer.org (18.207.24.42).
    • Your test/development Transferology Connector from test.transfer.org (
    206
    • 23.
    251
    • 22.
    246
    • 104.
    212
    • 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:
  
  • Oracle - http://www.oracle.com/technetwork/indexes/downloads/index.html
  • SqlServer - http://sourceforge.net/project/showfiles.php?group_id=33291
  • DB2 - http://publib.boulder.ibm.com/infocenter/db2luw/v8/index.jsp
• 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.

If you are upgrading from DARwin to u.achieve, see the Connector's Upgrading from DARwin to u.achieve page

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

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. If you use DARwin/u.achieve Install and Configure Transferology Connector

3. If your school's uAchieve encoding specifies default or reference only tables in your equivalencies, 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 details on setting up uAchieve default or reference tables :

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[Setting up Default Tables|SUITE:Setting up Default Tables]
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Setting up Default Tables

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3. Install and Configure Transferology Connector

4. If you use any default or reference-only DARwin tables in your equivalencies, follow Enabling Default MREF and TA Tablesencoding details: Setting Up Default Tables