Maintaining Your Integration

WebAdMIT Maintenance

Exports may be moved from one cycle to another using the Transfer Settings feature.  

The settings transfer will carry the header forward for any question that transfers forward.  A question will transfer forward if it can be linked to the question in the previous cycle.  This happens when the user reuses the question from the previous cycle.

When your exports, reports, and PDF Manager templates are included in Transfer Settings, all your schedules will be carried forward but be disabled.

Destination Manager

The SFTP destination is not available in the Transfer Settings, so it will need to be created during rollover.

Informatica Maintenance

There are several types of maintenance that may need to be performed with your TargetX integration, including:

• Regular maintenance: with a new CAS admissions cycle, you will likely need to update certain mappings. For example, you may need to append additional values for the new application terms. Other items to consider include:
  • Have any of the field names changed (e.g., "lastName" is now "last_name")?
  • Have any of the possible values changed (e.g., "Monday" is now "MON")?
• CAS-level changes: a new admissions cycle in a CAS is an opportunity for the CAS to respond to the needs of applicants and schools by changing what information is collected or how it is collected. For example, when the COVID-19 pandemic arrived, a question asking about hardships related to COVID-19 was added. Be on the lookout for changes to the CAS that may affect the information available to you. Questions to consider:
  • Have any questions been added, removed, or changed on the CAS application?
  • Have any application requirements been added, removed, or changed?
  • Has Liaison made any changes to the CAS platform that might affect your data integration?
• Program-level changes: a new admissions cycle in a CAS is an opportunity for each school to update the way their programs are configured to better attract applicants or to find better-fit students. Schools may change the way program properties (delivery, campus, start term) are used and they may change the way transcript collection, custom questions, documents, and recommendations are configured for any or all programs. Be alert to these changes to program configuration that may affect the information available to you. Questions to consider:
  • Has your institution added, removed, or changed any custom questions on your CAS application?
  • Has your institution added, removed, or changed any application requirements (materials required for review)?
• Admissions process changes: over time, schools may change their business processes for managing the admissions funnel (i.e., recruitment, application, review, decision, matriculation) in pursuit of better outcomes for the institution, staff, and students. Changes to your business process will likely change how you use Liaison software in managing your admissions funnel. For example, you may decide to change how you import in progress applications (as unsubmitted applications instead of prospects or vice versa). Pay attention to admissions business process changes and how they may affect your use of Liaison software. Questions to consider
  • Has your intended use for CAS data in TargetX changed?
  • Does that change require you to move applications earlier or later in the admissions funnel?
  • Do you need to transfer any additional data points to serve the new purpose?
  • Do you need to transfer any additional data points to meet the needs of downstream units on campus?