Edge Import - Data Load Wizard (DLW) Migration Tool - Overview

With the August ’20 Release, a new tool is available to make it easier to transition from Data Load Wizard to Edge Import. Using the new tool, which is accessible from the Edge Import Home Page, administrators select the templates and feeds that they want to migrate. The new DLW migration tool guides administrators through each step of the migration and migrates feeds without changing your current feed schedule, FTP settings, or notification settings. When accessing the Configuration and Feed Settings pages, a new flag is visible to help administrators identify configurations and feeds created using the migration tool.

The following loads and feeds can be migrated to Edge Import using the new DLW Migration tool:

  • Employee Salary Loads
  • Learning Loads
  • User/OU Loads and Feeds (currently only supported for non-HR clients because effective dated employee loads are not yet supported in Edge Import)

This functionality is not available during UAT.

How Does this Enhancement Benefit My Organization?

This enhancement enables organizations to migrate Data Load Wizard templates and feeds into Edge Import with an easy-to-use tool.

Starter Guide

Use Cases

  1. Hank is an administrator who uses the DLW to manage user, OU, transcript, and catalog data. He has researched the Edge Import tool, and he is eager to migrate all loads and feeds to Edge Import.
  2. Hank has several templates and a feed set up in the DLW. Some of his templates were created several years ago, but they are still frequently used.
  3. While Hank could recreate the templates in Edge Import manually, he is concerned with the amount of time required and the potential for mistakes.
  4. The DLW Migration Tool in Edge Import helps alleviate these concerns. The tool is easy-to-use and provides step-by-step guidance to migrate Hank's templates and feeds to Edge Import.

Considerations

  • Only DLW feeds that are active can be migrated to Edge Import using the tool.
  • Only DLW templates that have been used at least once in the last 90 days or are in an active DLW feed can be migrated to Edge Import using the tool.
  • In the DLW, feed schedules can be set up in a way that is not supported in Edge Import. For example, a feed can be set up to run once every three days in the DLW, which is something that cannot be done in Edge Import. If such a feed is migrated to Edge Import, the original schedule will be retained. However, the frequency field in the “Schedule” tab in Edge Import's Feed Settings page will state “custom schedule from DLW” instead of daily, hourly, weekly, etc.
  • If a DLW template has multiple equivalent loads in Edge Import, the user is presented a choice to migrate the template to each one of the corresponding configurations in Edge Import. For example, in the DLW, there's only one transcript load. However, in Edge Import there are six transcript loads. In such cases, the user has the option to migrate the template to any or all of the six Edge Import configurations.
  • A user can only migrate templates for which they have the corresponding permissions in Edge Import. For example, a user must have the Access CHR - Employee Load permission to migrate User DLW templates to Employee Edge Import configurations.

Implementation

This functionality is automatically enabled for organizations using Edge Import.

Users must have the corresponding Edge Import load permissions to migrate a specific template from the DLW. For example, to migrate the DLW User template to Edge Import, users must have the Access CHR - Employee Load permission.

A user can only migrate DLW templates and feeds for which there are corresponding Edge Import loads and feeds. For feeds, users must also have the Set up Feed permission to migrate a feed.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Disable Data Load Wizard

Grants access to the Disable DLW tab within the DLW Migration tool. From the Disable DLW tab, administrators can disable Data Load Wizard for the portal. This permission cannot be constrained. This is an administrator permission.

Important: Disabling a DLW type is a permanent action, and it cannot be undone. It is important to only disable a DLW type once you have fully migrated to the corresponding loads and feeds in Edge Import.

Edge Import

The following existing permissions apply 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 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
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
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
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, the new Disable Data Load Wizard permission is automatically granted to the default System Administrator role for organizations using Edge Import. Administrators must grant this permission with the appropriate constraints to other roles, if necessary.