Edge Import - LMS Historical Data, Employee and OU Bulk Loads and Feeds (Early Adopter)

With the February ’20 Release, Edge Import is available to organizations as an Early Adopter for Employee/Organizational Unit (OU) loads and feeds and also for loading Learning Management System (LMS) historical data.

Note: The Employee load and feed currently cannot be used by organizations using Cornerstone HR (CHR).

The LMS data load is not available until a post-release patch.

Employee and OU Loads and Feeds

Prior to this enhancement, bulk employee and OU data was maintained via the Data Load Wizard (DLW). As it was developed a few years ago, DLW has limitations on performance, data/business rule validations, and user experience. Edge Import support for self-service employee and OU data loads and feeds provides improved performance in load and feed times along with targeted error handling and support for troubleshooting. Edge Import also offers enhanced data integrity with support for in-file and cross-file concurrency and dependency resolution.

The following functionality is available with the February ’20 Release:

  • Download template guide for employee and OU data
  • Configure employee and OU data import templates
  • Validate employee and OU loads
  • Load employee and OU data in bulk
  • Include employee and OU file types during feed setup
  • Set up, schedule, and monitor automated feed execution
  • Execute manual feeds with employee and OU data
  • Step by step guide with help text and examples for usage of specific features
  • Feedback on status of post processing events
  • Max file size: 100K rows, 150 columns
  • Primary keys supported - User ID (Creates and Updates) and GUID (Updates only)

The following OU types can be imported using Edge Import:

  • Cost Center
  • Division
  • Grade
  • Legal Entity
  • Location
  • Position

LMS Historical Data

Organizations are able to control their own project timelines by validating and loading LMS historical data directly to their portals using Edge Import.

Note: LMS data feeds are not supported with the February '20 release.

With this enhancement, Edge Import can now be used to import employee data, organizational unit (OU) data, and historical Learning Management System (LMS) data.

The following LMS data types can be imported using Edge Import:

  • Curriculum
  • Curriculum Transcript
  • External Training
  • Facility
  • ILT Events
  • ILT Session Parts
  • ILT Sessions
  • ILT Transcript
  • Instructor
  • LO (Learning Object) Equivalencies
  • Material
  • Material Transcript
  • Online Course
  • Online Course Transcript
  • Provider
  • Question Category
  • Questions
  • Subject
  • Test
  • Test Mapping
  • Test Transcript
  • Transcript Custom Fields
  • Video
  • Video Transcript

Limits and Best Practices

Environment Maximum File Size Best Practices to reduce impact
Pilot 10k rows, 150 columns
  1. Test functional use-cases, and defer to Stage for volume/load testing.
  2. Use Delta files, instead of complete loads.
  3. Break files that are larger than 10k rows to multiple files that are 10k rows or fewer.
Stage 100k rows, 150 columns
  1. Use Delta files, instead of complete loads.
  2. Break files that are larger than 100k rows to multiple files that are 100k rows or fewer.
Production 100k rows, 150 columns
  1. Use Delta files, instead of complete loads.
  2. Break files that are larger than 100k rows to multiple files that are 100k rows or fewer.

Edge Import Documentation

See Edge Import Homepage.

Starter Guide

Click here to download the Edge Import - Users and OUs Starter Guide.

Click here to download the Edge Import - Historical LMS Starter Guide.

Use Cases

Scarlett is an administrator who is responsible for managing personnel information (employee and other talent related data) within the Cornerstone portal for The Acme Corporation. Acme Corporation currently has several integrated 3rd party systems that have employee related data. These are interconnected via APIs and bulk data interfaces to keep their employee details correctly synchronized.

Scarlett is primarily responsible for keeping the Cornerstone system updated with company and employee data maintained in their system of record. Scarlett can maintain data in two ways:

  • For data that gets updated at a set cadence, she creates and manages automated feeds into Cornerstone.
  • For data that requires changes on demand and do not have a set pattern or frequency, she performs one-time imports.

Scarlett is able to keep track of all of her executed and completed loads and feeds over time. She is also able to view a summary for any load or feed.

Considerations

  • The Employee load and feed currently cannot be used by organizations using Cornerstone HR (CHR).
  • LMS data feeds are not supported with the February '20 release.
  • LO and transcripts related to certifications and on the job training (OJT) are not currently supported.
  • LO reversioning is not currently supported.
  • Once an Employee, OU, or LMS data load is enabled for Edge Import, the corresponding Data Load Wizard data load is disabled.

Implementation

The implementation process is dependent on whether the organization is currently using Data Load Wizard for Learning, OU, and User data loads:

  • Organizations that are currently using Data Load Wizard can enable the Edge Import data loads and feeds in the following way:
    • Between February and March 2020 - Contact Global Product Support to enable this functionality.
    • Following March 2020 - This functionality can be enabled in Pilot and Stage portals via Edge Marketplace. This only enables the loads and feeds in Edge Marketplace. Once the organization has tested the functionality, they may enable the functionality in their Production portals following the February release by contacting their Client Success Manager.
  • Organizations that are not currently using Data Load Wizard can enable the Edge Import data loads and feeds in all environments via Edge Marketplace. This functionality is not available in Production portals until after the February release.

Once Edge Import is activated for a load type in a portal, Data Load Wizard is permanently retired for the corresponding load type in that portal.

The LMS data load is not available until a post-release patch.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Access CHR - Employee Load Grants access to the Cornerstone HR (CHR) employee data load via Edge Import. This permission and data load type are only available to organizations using CHR. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Cost Center Grants access to the Cost Center OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Custom OU Grants access to the Custom OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Division Grants access to the Division OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Grade Grants access to the Grade OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Legal Entity Grants access to the Legal Entity OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Location Grants access to the Location OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Position Grants access to the Position OU data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Curriculum Load Grants access to the Curriculum data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Curriculum Transcripts Load Grants access to the Curriculum Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Events Load Grants access to the Events data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - External Training Load Grants access to the External Training data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Facilities Load Grants access to the Facilities data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - ILT Instructors Load Grants access to the ILT Instructors data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - ILT Transcripts Load Grants access to the ILT Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Learning Object Equivalencies Load Grants access to the Learning Object (LO) Equivalencies data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Material Transcripts Load Grants access to the Material Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Online Courses Load Grants access to the Online Courses data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Online Transcripts Load Grants access to the Online Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Providers Load Grants access to the Providers data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Question Category Load Grants access to the Question Category data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Question Load Grants access to the Question data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Session Parts Load Grants access to the Session Parts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Sessions Load Grants access to the Sessions data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Subjects Load Grants access to the Subjects data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Test Mapping Load Grants access to the Test Mapping data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Test Transcripts Load Grants access to the Test Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Tests Load Grants access to the Tests data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Video Transcripts Load Grants access to the Video Transcripts data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access LMS - Videos Load Grants access to the Videos data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Access Edge Import Grants access to the Edge Import tool, which enables administrators to load data into their portal. This permission cannot be constrained. This is an administrator permission. Edge Import
Create/Update Configurations Grants ability to create and update Edge Import configurations. This permission cannot be constrained. This is an administrator permission. Edge Import
Delete Configurations Grants ability to delete Edge Import configurations. Users with this permission can delete configurations created by anyone for all types of data imports. This permission cannot be constrained. This is an administrator permission. Edge Import
Edge Import - Load Employee Salary Grants access to the employee salary data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Edge Marketplace - Manage Grants access to the Marketplace service for Edge Integrate where the administrator can browse and purchase integrations that can be used to extend the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge
Enable/Disable Feeds Grants ability to enable or disable a data feed in Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Manual Run Feed Enables administrator to manually initiate a data feed processing. This permission cannot be constrained. This is an administrator permission. Edge Import
Set up Feed Enables administrator to access the Feed Settings page where the administrator can create and update feeds and schedule feeds. This permission does not grant the ability to activate feeds or manually run feeds. This permission cannot be constrained. This is an administrator permission. Edge Import

Security Roles

Upon release, all new Edge Import permissions are automatically granted to the default System Administrator role. Administrators must grant these permissions to other roles, if necessary.