SuccessMaker Learning Management System Administrator's Guide Version 1.0

Transcription

1 SuccessMaker Learning Management System Administrator's Guide Version 1.0 Copyright Pearson Education, Inc. or its affiliates

2 Copyright Pearson Education, Inc. or its affiliates. All rights reserved. SuccessMaker is a registered trademark of Pearson Education, Inc. or its affiliates. Part Number

3 Contents Chapter 1: Overview Documentation and Terminology Pearson System Terminal Chapter 2: Getting Started Conventions Home Page Examples Logging In Chapter 3: Managing Organizations User Types System Administrator District Administrator School Administrator Teacher Student Managing Organizations Adding Organizations Adding Organization Information Editing Organizations Deleting Organizations Viewing Organizations Posting Messages Chapter 4: Managing Users and Groups Managing Users Adding Users Adding Users to a Group Removing Users or Groups Managing Groups Adding Groups Chapter 5: Importing Student Information Importing Students using the LMS SuccessMaker Learning Management System Administrator s Guide iii

4 Verification of Import Records Updated into LMS Viewing the Import Log File in LMS Reasons for Import Failures Fatal Errors Non-Fatal Errors Adding Students Updating Students Assigning Unassigned Students to a Teacher Importing Students using Commands Chapter 6: Managing Licenses Browsing Licenses Adding Licenses Transferring Licenses Chapter 7: Reports Running Reports Saving a Report Renaming a Report Removing a Report License Utilization Report Appendix A: SIS Import Data Minimum Data Requirements Data Field Mappings SuccessMaker Learning Management System Administrator s Guide iv

5 Tables Table 1-1. Documentation and audience Table 1-2. Terms and definitions Table 3-1. Add Organization fields Table 3-2. Organization - Licenses tab fields Table 3-3. Organization - Data Settings tab fields Table 3-4. Organization - Permissions tab Table 3-5. Organization fields Table 4-1. Adding User registration fields Table 4-2. Student Profile fields Table 4-3. Demographic fields Table 4-4. Teacher or Administrator Profile fields Table 4-5. Editing Students - Assignments tab fields Table 4-6. Editing Students - Files tab fields Table 4-7. Adding Group fields Table 4-8. Editing Groups - Assignment tab fields Table 5-1. Import Student Information System File Log fields Table 5-2. Conditions for import failures Table 7-1. Reports tab fields Table 7-2. SuccessMaker Reports - Selection criteria fields Table 7-3. SuccessMaker Reports - Selection criteria - additional fields for Group Utilization and System Utilization reports Table 7-4. License Utilization - Selection criteria fields SuccessMaker Learning Management System Administrator s Guide v

6 Table A-1. Student registration data Table A-2. Student demographic data SuccessMaker Learning Management System Administrator s Guide vi

7 1 Overview The SuccessMaker Learning Management System Administrator s Guide describes how to manage the Learning Management System (LMS). This guide helps system, district, and school administrators to work with users, groups, organizations, and licenses. It also describes how you can import student data and view reports. For information on user permissions, see Chapter 3, Managing Organizations, on page 6. NOTE: See the SuccessMaker Learning Management System User's Guide to manage students, groups, and courses. Documentation and Terminology Table 1-1. Documentation and audience Documentation LMS Administrator s Guide LMS User s Guide Quick Start-Math Quick Start-Reading Online help Audience Management system administrators Teachers and staff Teachers and staff Teachers and staff All Table 1-2. Terms and definitions Term Definition Organization District Group of schools. LMS MAMA A school (site) or group of schools (district) defined in the management system. A Learning Management System interface for administrators. The Monitoring and Management Application (MAMA) interface to share and distribute product updates and state standards. SuccessMaker Learning Management System Administrator s Guide 1

8 Overview Table 1-2. Terms and definitions (continued) Term Site Unassigned Students Definition Single school. Students who are not on a teacher's roster. Pearson System Terminal Pearson System Terminal is the tool that administrators use to manage the LMS. System Terminal provides the following services to administrators: License Management Includes adding, deleting, and transferring licenses for products and organizations. Administrators can maintain and report on license usage through the System Terminal. A license is considered in use only when a student is running the course. Organization Management Includes adding, editing, and deleting organizations, and managing organization permissions and data settings. All the site and server-related details of the organization are maintained through the System Terminal. User Management Includes adding, editing, and removing users and groups. It also includes managing the user rights for different user types. Import SIS functionality Includes importing Student Information System (SIS) data, such as student, teacher, school, and enrollment data into the LMS database. Administrators can manually import the data from another SIS in the school or district into LMS using the System Terminal or by executing a script or a batch file from the command line. Reports Management Capabilities Includes reports such as Group and User, Group Utilization, System Utilization, and License Utilization. In addition, aggregate reports include information about all users and user groups across all sites within a district. Posting Messages Includes viewing and posting messages to administrators. Change View Functionality Includes switching from the teacher interface to the administrator interface, using just one user ID and password. This service is available only to teachers who have administrative rights. NOTE: For information on user rights for these services, see Chapter 3, Managing Organizations, on page 6. SuccessMaker Learning Management System Administrator s Guide 2

9 2 Getting Started This chapter explains how an administrator can log in to the LMS application. To learn about student and teacher logins, see the SuccessMaker Learning Management System User's Guide. Conventions The following conventions are used in this guide: Bold The names of buttons and fields appear in bold in stepped procedures. KEY NAMES The keys on the keyboard appear in uppercase. NOTE: A Note indicates information that emphasizes or supplements points within the main text. Typically, a note provides information that applies only in specific situations. IMPORTANT: An Important note provides critical information for the completion of a task. Do not disregard an Important note. CAUTION: A Caution warns you when a specified action may result in an undesirable consequence. SuccessMaker Learning Management System Administrator s Guide 3

10 Getting Started Home Page Examples You can perform only those administrative tasks for which you have user rights. Figure 2-1 is the home page of a system administrator. Figure 2-2 is the home page of a district administrator, and Figure 2-3 is the home page of a school administrator. Figure 2-1. System Administrator home page Figure 2-2. District Administrator home page SuccessMaker Learning Management System Administrator s Guide 4

11 Getting Started Figure 2-3. School Administrator home page Logging In To log in to the LMS application, you need a user name and password. A user name is a unique identifier provided to each user, along with a password, when a user is added to the system. 1. In the Login window: Type your user name in the Username field. Type your password in the Password field. 2. Click Login. SuccessMaker Learning Management System Administrator s Guide 5

12 3 Managing Organizations This chapter describes how to manage organizations, their permissions, and system settings. It also defines user types and their rights. User Types Each LMS user type has a set of specific permissions and a unique interface to the system. The user types supported by the LMS are: System administrator District administrator School administrator Teacher Student Some teachers are authorized to serve a dual role as both a teacher and an administrator. After they log in as a teacher, they can click the Change View button to move to the administrator interface without logging out and in again. Teachers who have this multi-role setting can be either a system administrator or school administrator, but not a district administrator. System Administrator The system administrator has global rights and permissions at the organization (school or district) level. NOTE: Organization permissions are the highest-level permissions for transferring licenses and maintaining permissions for other system administrators. A system administrator can: Maintain data and user rights for system administrators, district administrators, school administrators, teachers, and students SuccessMaker Learning Management System Administrator s Guide 6

13 Managing Organizations Add a student belonging to any teacher or a group Remove a student belonging to any teacher or a group Transfer and import students View log files of the imported students Post messages View all users Manage a student s fluency files and file settings Manage student user names and passwords View and modify student groups Change the owner of a group View a group profile View group assignments View student assignments Add, edit, or remove organizations Maintain system data settings (research data, demographic data, report thresholds) Maintain server settings Edit organization data (name, address, contact, phone number) View standards Generate all reports Export data Access online help District Administrator The district administrator can perform tasks across the entire district, such as transfer of licenses and students. A district administrator can: Maintain data and user rights for district administrators, school administrators, teachers, and students Transfer and import students View log files of the imported students Post messages SuccessMaker Learning Management System Administrator s Guide 7

14 Managing Organizations View all users in a district View and modify student groups Change the owner of a group View a group profile View group assignments Transfer, add, or delete licenses View standards Generate all reports Export data Access online help School Administrator The school administrator has fewer rights than the district administrator and is able to perform tasks across assigned schools. A school administrator can: Maintain data and user rights for school administrators, teachers, and students Add a student belonging to any teacher or a group Remove a student belonging to any teacher or a group Import students View log files of the imported students Post messages View all users in a school Manage a student s fluency files and file settings Manage student user names and passwords View and modify student groups Change the owner of a group View a group profile View group assignments View student assignments Transfer, add, or delete licenses Edit organization data SuccessMaker Learning Management System Administrator s Guide 8

15 Managing Organizations Upload, edit, or delete a student s fluency files View standards Generate all reports, except aggregate reports at the district Export data Access online help Teacher A teacher can perform student-related tasks, such as adding and changing student information, managing groups and assignments, and reporting. NOTE: A system or school administrator can authorize teachers in a school to view students who belong to other teachers. A teacher can: Maintain a student s data Add students to a group Remove students from a group Manage student user names and passwords Create, view, and modify groups Add assignments to groups Add assignments to students Deactivate and activate group assignments View group assignment status View student assignment status View, edit, activate, or deactivate student assignments View course list Edit course settings Customize a course by concept Customize a course by standard Play a learning objective Access Print Partners Assess, save, and delete student fluency files View standards SuccessMaker Learning Management System Administrator s Guide 9

16 Managing Organizations Generate reports Export data Access online help Student Students can see only their own assignments. A student can: View the assignment list Launch assignments Managing Organizations Organizations are classified as a district or school. You can add and manage multiple schools but only one district. The different types of organizations are: Elementary School Middle School Intermediate Junior High School Senior High School District Other You can: Add an organization and its information Edit organization information Delete organizations View organizations SuccessMaker Learning Management System Administrator s Guide 10

17 Managing Organizations Adding Organizations You can add an organization from the Organizations tab or by clicking Add Organization in the Organizations pane. When you add a new organization, you need to assign a unique organization name and organization ID. You can add more information later. NOTE: Typically, only a system administrator or school administrator would add an organization. To add an organization: 1. From the home page, click the Organization tab. The Organizations window appears. 2. Click the Add Organization button. The Add Organization window appears. 3. Enter the organization name, ID, and deployment type. See Table 3-1 on page 12 for details. 4. Click Next. Enter the school or district organization details. 5. Click Save. Figure 3-1. Adding an Organization SuccessMaker Learning Management System Administrator s Guide 11

18 Managing Organizations Table 3-1. Add Organization fields Field Description Organization name District or school name. Organization ID Organization identification number. The organization ID must be exactly 7 digits. For example, Deployment type School or district. NOTE: Fields marked with an asterisk (*) are required. Adding a School Organization Profile When you select School as the deployment type, the Add Organization window appears. Enter the school details, and then click Save. Figure 3-2. Adding a School Organization SuccessMaker Learning Management System Administrator s Guide 12

19 Managing Organizations Adding a District Organization Profile When you select District as the organization type, the Add Organization window appears. Enter the district details, and then click Save. Figure 3-3. Adding a District Organization Adding Organization Information This section describes how to view and edit organization information. NOTE: Only a system administrator can edit the organization permissions and other products. To add organization information: 1. From the home page, click the Organizations tab. 2. Select district or school type. The list of organizations appears. 3. Click the organization name. The Edit Organization window appears. 4. Select the tabs to add the organization details, and then click Save. SuccessMaker Learning Management System Administrator s Guide 13

20 Managing Organizations Details You can view and edit the organization registration details from the Details tab. NOTE: Only a system administrator can change the Organization ID. A system administrator can edit the: Organization ID Street address City State Zip/Postal Code Contact name Contact address Contact phone number Contact FAX number Licenses The Licenses tab displays the list of licenses the organization owns and the license details. To view the license details, click the license key. See Chapter 6, Browsing Licenses, on page 52 for details. To transfer or distribute licenses, click the Transfer or distribute license option. See Chapter 6, Transferring Licenses, on page 53 for details. SuccessMaker Learning Management System Administrator s Guide 14

21 Managing Organizations Figure 3-4. Organization Licenses tab Table 3-2. Organization - Licenses tab fields Field Description Key Product Name Exp. Date Displays license keys. Click a license key to view its details. Displays product names. Displays the license expiration date. # Users Displays number of concurrent users for both perpetual and subscription licenses. # in Use Number of licenses in use. Options Option to transfer or distribute the subscription and perpetual licenses. See Chapter 6, Transferring Licenses, on page 53 for more details. The Remove option is available for expired subscription licenses. SuccessMaker Learning Management System Administrator s Guide 15

22 Managing Organizations Data Settings On the Data Settings tab, you can view and edit the organization data settings. To edit the values, change the values in the list and click the option buttons. See Table 3-3 on page 16 for more details. Figure 3-5. Data Settings tab NOTE: The suggested disk space of 100 GB is based on approximately 1500 student users. Table 3-3. Organization - Data Settings tab fields Field Proficiency Scale Settings User Assets disk space allocation Require student demographic data Allow teachers to view unassociated student data Capture research data Description Establish proficiency levels for the product at an organization. You can choose from two to five proficiency levels. The default is three levels. Disk space for User Assets, such as fluency files, at the organization. By default, 100 GB of disk space is allocated for each organization. If the data is required for research or reporting purposes, click Yes. The student demographic data includes the student s Race/Ethnicity, English Language Proficiency, Gender, and Meal Program. When the administrator needs to grant permission to more than one teacher to manage the assignments of a student, the Yes option has to be selected. The teachers can then view students who are not on their roster. If the student performance data needs to be captured for research purposes, click Yes. Click What is the Research Data option? for details. SuccessMaker Learning Management System Administrator s Guide 16

23 Managing Organizations Proficiency Scale Settings: When a district is in context, the Proficiency Scale settings apply throughout the district. When a school is in context, the settings apply throughout the school. The default labels and values can be configured according to the school and district needs. When you enter the lower limit in the percent score range, the upper limit of the range is automatically determined. The graph color appears as you select the performance levels. Research Data Option: The Research Data Option for the SuccessMaker product is a service agreement that involves the uploading of anonymous student usage and performance data. The Research Data Option window appears when you click What is the Research Data Option? Figure 3-6. Research Data Option window NOTE: Only Pearson administrators are authorized to edit the organization server settings. Permissions Administrators can view the Permissions tab and change permissions for other users at or below their level. For example, a school administrator can change permissions for a teacher, but not for a district or system administrator. For more details about user types and permissions, see User Types on page 6. If an administrator denies a permission at the organization level, it restricts users from the related actions in the LMS and courseware. The permission may no longer be displayed. For example, if an organization denies school administrators permission to modify the owner of a group, the Permissions tab of the school administrator users may not list the permission, and the school administrator will not be able to modify the owner of a group. The Service column on the Permissions tab lists all permissions. By selecting the check boxes, administrators can assign permissions to other users in an organization. Table 3-4 describes the services for permissions granted. SuccessMaker Learning Management System Administrator s Guide 17

24 Managing Organizations Figure 3-7. Organization Permissions SuccessMaker Learning Management System Administrator s Guide 18

25 Managing Organizations Table 3-4. Organization - Permissions tab Service Description Organization Settings Edit organization data License Settings Multi-role Settings SIS and User Management Manage teachers Manage students Add or remove a student from a group Manage Student Files Maintain organization data (name, address, contact phone number) Main system data settings Maintain server settings Add, edit, remove organizations Transfer license Add license (using license key) Delete license Teacher access to System Terminal in school organization as a System or School Administrator Transfer students (including groups) Import student information View log Post messages Edit teachers data, rights, and user permissions Edit students data, rights, and permissions and the Teacher UI (by default, teachers can view and modify only their own students) Add a student to or remove a student from a group in the Teacher UI (by default, teachers can add or remove only student from their own group of students) View users (by default, teachers can view only their own students) Manage student file and file settings Assess and save fluency files Delete fluency files SuccessMaker Learning Management System Administrator s Guide 19

26 Managing Organizations Table 3-4. Organization - Permissions tab (continued) Service Description Manage User Names and Passwords Groups Edit student user names and passwords Log-in profile View student groups in Teacher UI (by default, teacher can only view their own students and groups) Modify student groups in Teacher UI (by default, teacher can only view their own students and groups) Modify the owner of a group View group profiles View group details Assignments Add assignments to groups View group assignments View student assignments Assign courses to students Edit student assignments Maintain Courseware View group rosters (by default, teacher can only view their own student and group rosters) Assign courses to groups or students Activate and deactivate assignments Edit group assignments Add assignments to groups (by default, teachers can add assignments only to their own groups) View group assignments View student assignments (by default, teachers can only view own students assignments) Assign courses to students (by default, teachers can only assign courses to their own students) Edit student assignments (by default, teachers can only edit their own students assignments) View course Edit course setting View or play learning object View Print Partner. SuccessMaker Learning Management System Administrator s Guide 20

27 Managing Organizations Table 3-4. Organization - Permissions tab (continued) Service Description Reports Generate Aggregate reports at District Access Reports Central Generate Course Assignment Report Generate Group and User Report Generate Group List Report Generate Group Utilization Report Generate System Utilization Report Generate License Utilization Report Generate System User Report Export Data Access User Assistance Other Products The Other Products tab displays other products owned by the organization. Editing Organizations This section describes how to edit organization information. To edit an organization: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Organizations tab. The Organizations window appears. 3. Click the organization name from the list. The Edit Organization window appears. SuccessMaker Learning Management System Administrator s Guide 21

28 Managing Organizations 4. Select the tabs to edit organization details, and then click Save. To edit organization details, see Details on page 14. To edit licenses, see Licenses on page 14. To edit data settings, see Data Settings on page 16. To edit organization permissions, see Permissions on page Click Save after you have made the changes, and then click Exit Edit Organization. NOTE: If the organization permissions are changed after users are created, the existing users are not updated. Only new users inherit the new permissions for that organization. Pearson recommends that you edit permissions for users at a user level and not at the organization level. Deleting Organizations Once it is created, an organization typically would never be deleted from the LMS. Only a system administrator can remove an organization. If necessary, you can remove an organization from the Organizations tab or by clicking Edit Organization Details on the home page. CAUTION: Use caution when removing an organization because its data cannot be recovered. To delete an organization: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Organizations tab. The Organizations window appears. 3. Click the organization name from the list. The Edit Organization window appears. 4. From the Details tab, click the Delete Organization button. A confirmation message appears. 5. Click OK to confirm the deletion. Figure 3-8. Delete Organization window SuccessMaker Learning Management System Administrator s Guide 22

29 Managing Organizations Viewing Organizations This section describes how to view organizations details. Before you proceed, select the product on the home page to view the organizations that use the product. To view organizations: 1. From the home page, select the product from the Product list. 2. Click the Organizations tab. 3. In the Organizations window, select the school and school type. 4. The search results pane lists the organizations matching the search criteria. NOTE: To sort the columns, click the column heading. From the Organizations window, you can: Add an organization. Click the Add Organization button and follow instructions from Step 3 in Adding Organizations on page 11. View and edit server-related information. Edit the organization details. See Editing Organizations on page 21. Figure 3-9. Organizations Table 3-5. Organization fields Field Organization Name ID Type Options Description District or school name. Organization identification number. District or type of school. Option to edit or view server settings. SuccessMaker Learning Management System Administrator s Guide 23

30 Managing Organizations Posting Messages You can post messages to all administrators, system administrators, district administrators, and school administrators. When you post a message, it appears on the message pane of the recipients home page. For example, if you post a message to all system administrators, the message appears on the home page when someone logs in as a system administrator. You can view, edit, or delete your own messages before posting. To post a message: 1. From the home page, click Post Message. The Post Messages From window appears. 2. From the Send New Message To list, select the user type. By default, a message is posted to all administrators. 3. Type the text in the Message box. 4. Click the Post Message button. The message notification appears in the Messages pane of the recipients' home page. To post more messages, click the Add New Message for Posting button, and follow the instructions from step 3. Figure 3-10 displays a message to be posted to all administrators and Figure 3-11 displays the Messages pane of the recipients home page where the message is displayed. SuccessMaker Learning Management System Administrator s Guide 24

31 Managing Organizations Figure Post Message Figure Home page - Messages pane SuccessMaker Learning Management System Administrator s Guide 25

32 4 Managing Users and Groups This chapter describes how to add new users and groups to an organization, edit users and group information, and manage their permissions. To perform these tasks, you need to have appropriate user rights. For more information about user types and permissions, see User Types on page 6. Managing Users This section describes how to create users and edit user information. You can create five types of users in an organization student, teacher, school administrator, district administrator, and system administrator. User information is categorized into six tabs Profile, Permissions, Groups, Organizations, Assignments, and Files. You can: Add a user Add a user to a group View and edit a user profile Remove a user NOTE: By default, district administrators cannot perform most user management tasks. SuccessMaker Learning Management System Administrator s Guide 26

33 Managing Users and Groups Adding Users Each user in an organization needs to have a unique user name and user ID. You can add a user from the Users tab or by clicking Add Users in the Users pane. First, you add the new user, then you enter detailed information in the user profile. Examples of user types are administrator, teacher, and student. Once you assign a user name and user ID, you can change the user profile, but not the user type. NOTE: A district administrator cannot add users to the LMS. To add a user to an organization: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Users tab. The Users and Groups window appears. 3. Click the Add User button. The Add User window appears. 4. Type the user information. See Table 4-1 on page 28 for details. 5. Click Next. The Add User To window appears. If you selected the student as the User Type, the Adding Student Profile window appears. See the next section to enter the student profile details. If you selected Teacher or Administrator as the User Type, the Adding Teacher/Administrator Profile window appears. To enter the teacher or administrator profile details, see Adding a Teacher or Administrator Profile on page 30. Figure 4-1. Adding User registration details SuccessMaker Learning Management System Administrator s Guide 27

34 Managing Users and Groups Table 4-1. Adding User registration fields Field First Name Middle Name Last Name User ID User Type Description User s first name. The name can be up to 54 characters and cannot contain special characters and numbers. User s middle name. The name can be up to 54 characters and cannot contain special characters and numbers. User s last name. The name can be up to 54 characters and cannot contain numbers. It can contain special characters, such as hyphen, spaces, apostrophe, and parentheses. User s identification number. The user ID must be a minimum of 10 and a maximum of 32 alphanumeric characters. It must be unique at the district level. For example, Pearson recommends using the SIF-compatible student ID from your student information system as the User ID. List of user types. For example, student or teacher. Adding a Student Profile After you save the information in the Add User window, the Add User To window appears. Enter the student information. To add a student s profile: 1. In the Add User To window, the user details appear by default. You can edit the student s name and user ID, but not the user type. Enter the student s profile. See Table 4-2 on page 29 for details. 2. Click Save. The User Added To window appears. To edit a student profile, click the Edit User button. The Edit window appears. To edit the profile and add student information, see Adding Student Information on page 31 for details. To add students to one or more groups, click the Add User to Groups button. Select the groups from the Select Groups to Add to Users window, and then click the Add Selected Groups button. To add another student, click the Add Another User button. Enter the student information. 3. Click Exit Add Users. SuccessMaker Learning Management System Administrator s Guide 28

35 Managing Users and Groups Figure 4-2. Student Profile Table 4-2. Student Profile fields Field Grade Teacher User name Password Confirm Password Birth Date Description Student grade. For example, Pre-Kindergarten or Grade 1. You cannot select Not Specified as the grade. Teacher s name. For example, Ken Williams. Student s user name. The name can be from 3 to 20 characters. Student s password. The password can be from 3 to 20 characters. Re-type the password. Student s birth date. Enter the month, date, and year in MM/DD/YYYY format. SuccessMaker Learning Management System Administrator s Guide 29

36 Managing Users and Groups Table 4-3. Demographic fields Field Race/Ethnicity English Language Proficiency Special Services Description Student s race or ethnicity, such as African American, Asian, or Pacific Islander. Student s English proficiency, such as English, or English learner. Student s special services, such as Individualized Education Program, gifted/talented, or 504 plan. Adding a Teacher or Administrator Profile After you save the information in the Add User window, the Add User To window appears. The teacher or administrator name, user ID, user type, and organization name appears. You need to add the teacher or administrator profile. To add a teacher or administrator profile: 1. In the Add User To window, the user details appear by default. You can edit the name and user ID, but not the user type. Enter the teacher or administrator profile. See Table 4-4 on page 31 for details. 2. Click Save. The User Added To window appears. To exit without saving the changes, click the Exit Edit User button. To add a teacher or administrator to one or more groups, click the Add User to Groups button. Select the groups from the Select Groups to Add to Users window, and then click the Add Selected Groups button. To add a teacher or administrator to one or more organizations, click the Add to Additional Organizations button. Select the groups from the Select Organizations to Add to Users window, and then click Add Selected Organizations button. To add another teacher or administrator, click the Add Another User button. Enter the teacher information. To edit the profile, click the Edit User button. The Edit window appears. To edit the profile and add teacher or administrator information, see Adding Teacher and Administrator Information on page 36. To return to the Users and Groups window, click Exit Add Users. SuccessMaker Learning Management System Administrator s Guide 30

37 Managing Users and Groups Figure 4-3. Teacher or Administrator Profile Table 4-4. Teacher or Administrator Profile fields Field User Name Password Confirm Password Title Description User name. The name can be from 3 to 20 characters. Password. The name can be from 3 to 20 characters. Re-type the password. Teacher or administrator title. Select Dr., Mr., Miss, Ms., or Mrs. from the list. Teacher or administrator address. Adding Student Information You can: Edit the profile Authorize login Associate with groups View and remove organizations View assignments Click Save after you have added or edited the required information. To exit without saving the changes, click the Exit Edit User button, and click No. NOTE: If you move to another tab, click another button in the window, or log out of the application, a message appears. You can click Yes to save and proceed, No to proceed without saving the changes, or Cancel to move to the previous window without saving the changes. SuccessMaker Learning Management System Administrator s Guide 31

38 Managing Users and Groups Profile You can edit the user s profile. See Table 4-2 on page 29 and Table 4-3 on page 30 for details. Permissions Clear the Allow Log In check box to prevent a student from logging in to the LMS. By default, the check box is selected. Groups The Groups tab displays the group name, group owner, and a description of the groups the student is associated with. You can use the Groups tab to: Add a student to groups Remove a group To add a student to groups: 1. After you click the Groups tab in the Edit Student window, click the Add User to Groups button. The Select Groups to Add to User window appears. 2. Select the groups, and then click the Add Selected Groups button. To remove a group: 1. Click the Remove option for that group name. 2. Click OK. NOTE: The student is no longer associated with the group, but the group exists in the LMS. SuccessMaker Learning Management System Administrator s Guide 32

39 Managing Users and Groups Figure 4-4. Editing Students - Groups tab Organizations The Organizations tab lists the organization to which the student belongs. Figure 4-5. Editing Students - Organizations tab SuccessMaker Learning Management System Administrator s Guide 33

40 Managing Users and Groups Assignments The Assignments tab lists the student assignment details. Figure 4-6. Editing Students - Assignments tab Table 4-5. Editing Students - Assignments tab fields Field Name Assigned By Product Subject/Course Description Assignment name. Teacher who created the assignment or the owner of the assignment. Product name. For example, SuccessMaker. Subject or course name. Files The Files tab lists the fluency files of the student. The fluency files are audio files generated on running the Reading assignments related to the fluency learning objective. Depending on the type of the fluency files, the score card for a student is generated. The status of the file is updated when the teacher assesses and grades the fluency files. To assess and grade the student s file, see the SuccessMaker Learning Management System User s Guide. To listen to the fluency file, click the file name. CAUTION: The fluency file will open in the default player for your operating system. If you choose a different media player, the fluency file may not open correctly. SuccessMaker Learning Management System Administrator s Guide 34

41 Managing Users and Groups Figure 4-7. Edit Students - Files tab Table 4-6. Editing Students - Files tab fields Field File Name File Type Assignment Date Created Status Options Save Selected Files to Disk Description Name of the file. Type of the file, such as Fluency. Name of the assignment with which the file is associated. The date when the file was created. Status of the file, such as Graded or In Review. Option to delete the file from the system. Save the file to the location you select on your computer. The teacher is informed about insufficient disk space to save the fluency files in the teacher login of the LMS application. You can remove the files from the system to clear space to save new fluency files. To remove a file from the system, click the Remove button. NOTE: When you remove the file, only the file is deleted and not other student data, such as Score or Grade data. The disk space for saving the files is allocated in the Data Settings tab of the organization. SuccessMaker Learning Management System Administrator s Guide 35

42 Managing Users and Groups Adding Teacher and Administrator Information You can: Edit the profile Associate the teacher or administrator with groups and organizations Assess a student's fluency files Click Save after you have added or edited the required information. To exit without saving the changes, click the Exit Edit User button, and click No. NOTE: If you move to another tab, click another button in the window, or log out of the application, a message appears. You can click Yes to save and proceed, No to proceed without saving the changes, or Cancel to move to the previous window without saving the changes. Profile You can edit the teacher s or administrator s profile. See Table 4-4 on page 31 for details. Permissions The Permissions tab displays a list of permissions for the teacher or administrator. Select the check boxes to grant permissions to the teachers or administrators. NOTE: By default, all the check boxes are selected, except Multi-role Settings. If you select the Multi-role Settings check box, you can assign multiple roles to a user. For example, if a teacher also performs school administrator tasks, select the Multi-role Settings check box and School Administrator from the list. Select the check boxes to grant rights to the teacher as a school administrator. The teacher will be able to click the Change View button to switch between the teacher and administrator interface. A teacher can be a school administrator or system administrator, but not a district administrator. Multi-role teachers do not inherit their teacher permissions when working as an administrator. Their permissions at any time are based on their current user type. For example, if a teacher has the right to change the owner of a group as a teacher but not as a school administrator, the teacher, after switching from the teacher interface to the administrator interface, cannot change the owner of the group. NOTE: You will see a different set of permissions for different user types. For more information about user types and permissions, see Chapter 3, Managing Organizations, on page 6. SuccessMaker Learning Management System Administrator s Guide 36

43 Managing Users and Groups Groups The Groups tab displays the group name, group owner, and a description of the groups they are associated with. The teacher or administrator may be the owner or belong to the group. You can use the Groups tab to: Associate the teacher or administrator with a group Remove a group To associate the teacher or administrator with a group: 1. After you click the Groups tab in the Edit window, click the Add User to Groups button. The Select Groups to Add to User window appears. 2. Select the groups, and then click the Add Selected Groups button. To remove a group: 1. Click the Remove option for that group name. 2. Click OK. Organizations The Organizations tab lists the organizations to which the teacher or administrator belongs. Teachers and administrators can be associated with multiple organizations within a district. You can use the Organizations tab to: Associate the teacher or administrator with organizations Remove association with an organization To associate the teacher or administrator with one or more organizations: 1. After you click the Organizations tab in the Edit window, click the Add User to Organizations button. The Select Organizations to Add to User window appears. 2. Select the organizations, and then click the Add Selected Organizations button. To remove association with an organization: 1. Click the Remove option for that organization. You cannot remove a default organization. 2. Click OK. NOTE: A default organization is an organization assigned to a teacher and administrator when the profile was created. SuccessMaker Learning Management System Administrator s Guide 37

44 Managing Users and Groups Assignments The Assignments tab lists the student assignments details. See Table 4-5 on page 34 for details. Adding Users to a Group After adding a user to an organization, you can add the user to a group. To add a user to a group: 1. From the home page, click the Users tab. 2. In the Users and Groups window, search for the users in the list to add to groups. 3. Select the user from the list, and then click the Add User to Groups button. The Select Groups to Add to Users window appears. 4. Search for the group in the list, and then select the group s check box. You can select multiple groups. 5. Click the Add Selected Groups button. Removing Users or Groups If you have permission, you can remove a user from an organization. To remove a user or group: 1. From the home page, click the Users tab. 2. In the Users and Groups window, search for the user or group in the list to remove. 3. Select the check box for the user or group, and then click Remove. CAUTION: The user or group is deleted permanently from the management system. SuccessMaker Learning Management System Administrator s Guide 38

45 Managing Users and Groups Managing Groups This section describes how to create and edit groups. For example, you can add or remove users from the groups, and also add or remove assignments for the groups. You can: Add a group Edit group information, such as assignments, users, and organizations Remove a group from a user Adding Groups You can add a group from the Users tab, or by clicking Manage Groups in the Users pane. When you create a new group, type a unique group name to create the group. You can add new groups, and then assign them to different owners. To add a group: 1. Confirm or select the organization in the Organization list and product in the Product list. 2. Click the Users tab. The Users and Groups window appears. 3. Click the Add Group button. The Add Group window appears. 4. Enter the group details. See Table 4-7 on page 40 for details. 5. Click Save. The Group-Added To window appears. From the Group-Added To window, you can edit the group profile, add users to a group, and create more groups. To edit the group profile and add more information, click the Edit Group button. See Adding Group Information on page 40 for details. To add one or more users to the group, click the Add Group to Users button. Select the check box for the users from the Select Users to Add to Groups window, and then click the Add Selected Users button. To add another group, click the Add Another group button. Enter the group information. See Table 4-7 on page 40 for details. SuccessMaker Learning Management System Administrator s Guide 39

46 Managing Users and Groups Figure 4-8. Adding a Group Table 4-7. Adding Group fields Field Name Owner Description Description Group name. The name can be from 1 to 35 characters. The group name should be unique for each owner. Group owner. The owner can be a teacher or an administrator. Group description. The description can be from 1 to 256 characters. Adding Group Information The group information is categorized into four tabs Profile, Users, Assignments, and Organizations. You can: Edit a group profile View users associated with a group View assignments of a group Click Save after the required information has been added or edited. To exit without saving the modifications, click Exit Edit Group. SuccessMaker Learning Management System Administrator s Guide 40

47 Managing Users and Groups Profile You can edit the group profile. See Table 4-7 on page 40 for details. Users You can associate or remove users from the group. To associate users with the group: 1. After you click the Users tab in the Edit Group window, click the Add Users to Groups button. The Select Users to Add to Groups window appears. 2. Select the check box for the users in the list. 3. Click the Add Selected Users button. To remove users from the group: 1. Select the check box for the users in the list. 2. Click Remove Users. NOTE: The user you have removed is no longer associated with the group. Figure 4-9. Editing Groups- Users tab SuccessMaker Learning Management System Administrator s Guide 41

48 Managing Users and Groups Assignments The Assignments tab lists the group assignment details. Figure Editing Groups - Assignments tab Table 4-8. Editing Groups - Assignment tab fields Field Name Assigned By Course Level Subject/Course Description Assignment name. Teacher who created the assignment. Course level associated with the assignment. Subject or course name of the assignment. Organizations The Organizations tab lists the organizations to which the group belongs. Figure Editing Groups - Organizations tab SuccessMaker Learning Management System Administrator s Guide 42

49 5 Importing Student Information This chapter describes how to add and append student information from a Student Information System (SIS) into the LMS database using the import utility. The SIS information, such as student, teacher, school, and enrollment can be imported using the SIS Import utility. Importing student data negates the need to register each student individually in the LMS. To import the student information, you need to have the student information in a.csv file. The comma-separated values (CSV) file is a specially-formatted plain text file, which stores basic database information in a simple format, with one record on each line. Each field within a record is separated by a comma. The files are easily editable using common spreadsheet applications. Before you import, ensure that: The CSV file is accessible from the computer where the import process is initiated. The CSV file contains the correct and minimum student data to be imported. You have administrative rights to import student information and browse the folders to locate the file. If you want to import students to a specific teacher, the teacher must already exist in the school in context before importing students for that teacher. See Appendix A for more details on the minimum data required for importing the CSV file. When you are adding student data for initial registration, ensure that the CSV file contains required student information. You can import student information from the LMS System Terminal or the command line utility. To import several students into a school at one time, use the System Terminal. To import students into multiple schools, use the command line utility. SuccessMaker Learning Management System Administrator s Guide 43

50 Importing Student Information Importing Students using the LMS When importing student information using the LMS System Terminal, create a CSV file containing the student information from a single school. You can import only one CSV file at a time. To import students using the System Terminal: 1. From the administrator s home page, select the organization where you want to import the student information. 2. Click the Import button in the Users pane. The Import dialog box appears. 3. Browse through the folders to locate and select the file to import. 4. Click Open. The import process begins. 5. After the process is completed successfully, click OK in the confirmation message window. 6. Click View Log in the Users pane to see the import log file. The Import Students window appears. If more than one Job ID is listed, check the Date/Time Started column to ensure that you are looking at the correct log. If the import process succeeded, the status column shows "Complete." Click Exit Log. You need to verify that the students are registered correctly. See Verification of Import Records Updated into LMS on page 45. If the import process failed, the Status column shows "Incomplete - Errors." To view the details of the unsuccessful jobs, see Viewing the Import Log File in LMS on page 45. Figure 5-1. Import Students SuccessMaker Learning Management System Administrator s Guide 44

51 Importing Student Information Verification of Import Records Updated into LMS After you view the log file to check that the import job was successful, you need to verify that the LMS displays the imported student information correctly. Select the display fields in the Users and Groups window to ensure that the student list includes the students you have imported to the school. If there is no teacher for an imported student, the student is placed into the Unassigned Group. Only an administrator can view students in the Unassigned group. Figure 5-2. Verifying Students imported Viewing the Import Log File in LMS You can view the details of the import jobs from the home page. From the home page, click the View Log button in the Users pane. The Import Student Information System File Log window lists the complete and incomplete jobs, and the job IDs. See Table 5-1 on page 46 for details. To view the reason for unsuccessful import job, click View Details. The Import View Details window appears. The Import View Details window displays the user information. Select Failed Records from the All Records list and scroll the user information horizontally to see the reason for failure. See Reasons for Import Failures on page 46 for more details. SuccessMaker Learning Management System Administrator s Guide 45

52 Importing Student Information Figure 5-3. Import Student Information System File Log Table 5-1. Import Student Information System File Log fields Field Description Job ID Job identification number. For example, 81. Status Date/Time Started Uploaded by Records Uploaded Options Job status. For example, Complete or Incomplete. Date or time when the job started. User name who initiated the import job. Number of records uploaded. Remove option to delete incomplete import jobs. View Details option to view the cause of incomplete or unsuccessful import jobs. See Reasons for Import Failures on page 46. Reasons for Import Failures Table 5-2 describes why some records may not be imported into the LMS database. Check this list if your import fails. Table 5-2. Conditions for import failures Reason Duplicate ID (Student) Duplicate ID (Teacher) Condition Same student ID, but different first and last names. Same teacher ID, but different first and last names. SuccessMaker Learning Management System Administrator s Guide 46

53 Importing Student Information Table 5-2. Conditions for import failures (continued) Reason Duplicate user name Required fields empty Incorrect field value Condition Same user name, but different first and last names. One or more required field has missing data. Field type has an incorrect value, such as a letter in a numeric field. To remove an import job, click Remove for the job ID you want to delete. You can remove complete and incomplete import jobs. Fatal Errors When the import job fails to initiate because the primary requirements are not met, it is a fatal error. No further processing takes place on that job. The entire job is logged as failed, specifying the detailed failure reason. Fatal errors can occur due to the following conditions: If the header row does not contain all of the data columns If a column has data in it, but no header row (is either blank or has an unrecognized header row) Non-Fatal Errors When the import job is initiated but all import records or field values are not successfully imported, it is a non-fatal error. The import job continues after logging the failed import item, along with the failure reason. Non-fatal errors can occur due to the following conditions: If a mandatory field fails validation. If a non-mandatory field fails validation. (The record continues with the default value. If no default is specified, the field is ignored.) If any of the mandatory field data is missing. SuccessMaker Learning Management System Administrator s Guide 47

54 Importing Student Information Adding Students A student is considered as non-existing and added to the database if the user name does not exists. The other available information for that student is added. For the non-mandatory fields that are blank, the default value is used. If the teacher information exists in the student import record, and is validated with existing teacher information, the student is assigned to that teacher, If the teacher is specified but fails teacher validation, or the teacher is not specified, the student is placed into the unassigned group. Updating Students A student is considered as existing if the user name exists in the database and the first and the last names match. The student information in the database is updated with the import record. If the import field is blank, the field is ignored and not updated in the database. If the teacher information exists in the student import record, and is validated with existing teacher information, the student is assigned to that teacher. If the teacher is specified but fails teacher validation, or the teacher is not specified, the teacher field is not updated. Assigning Unassigned Students to a Teacher When students are imported into LMS and the names in the teacher fields do not match an existing teacher, the student is added to the Unassigned group. You can add the unassigned students to a teacher after the import. If the unassigned students were imported in error, you can remove them. To assign multiple students to a teacher: 1. On the home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Users tab. The Users and Groups window appears. 3. From the All Groups list, select Unassigned students and click Go. A list of unassigned students appears. A district administrator can view unassigned students for a particular school only. 4. Select the students you want to assign, and click Assign students to teacher. The Assign a Teacher for the selected Unassigned Students window appears. 5. Select the teacher from the Assign to list and click Assign to teacher. SuccessMaker Learning Management System Administrator s Guide 48

55 Importing Student Information To assign courses to the student, see the SuccessMaker Learning Management System User s Guide. Figure 5-4. Assigning a Teacher To remove unassigned students from the system: 1. From the Users tab, select the school. 2. From the All Groups list, select Unassigned students and click Go. A list of unassigned students appears. 3. Select the student check boxes and click Remove. 4. Click OK to confirm the deletion. Importing Students using Commands When importing student information using commands, you need to create a CSV file containing the student information from different schools. You can import several CSV files in a folder at one time. You set up the commands to handle automated student import in a configuration settings file. This file consists of the Web Service Configuration properties, SIS Import Utility Configuration properties, and the path where you have stored your student data files. SuccessMaker Learning Management System Administrator s Guide 49

56 Importing Student Information If you prefer to import student data using the LMS interface, see Importing Students using the LMS on page 44. NOTE: If an import file does not contain valid first and last teacher names, the affected students are imported into the Unassigned Group. Unassigned student names will appear grayed out in the LMS until you select the students and assign them to a homeroom teacher. You will need to provide the following details for the organization to which you want to import the files: LMS URL Web server IP Web server port number Before you initiate the import process, ensure that: The Comma-Separated Values (CSV) file you want to import is saved in a folder. You can have multiple CSV files in the folder. The CSV files contain the required minimum data. See Appendix A for details about the required data. This folder is accessible from the computer from where the import process is initiated. The following folder and files exists in the CommandLineImport sub folder within the PearsonLMS folder. Folder named lib Jar file named commandlineimport Batch file named CommandLine Properties file named importer_conf To import students using commands: 1. Open the import_conf file using a text editor and complete the following steps: a. Type the web server IP and the port number for the LMS URL to which you need to import the files. Also, type the web server IP and web server port number for FileManagementService.endPoint, OrgManagementService.endPoint, and UserManagementService.endPoint. lms.url = For example, FileManagementService.endPoint = lms/services/filemanagementservice For example, SuccessMaker Learning Management System Administrator s Guide 50

57 Importing Student Information OrgManagementService.endPoint = lms/services/orgmanagementservice For example, UserManagementService.endPoint = lms/services/usermanagementservice For example, b. Type the user name that you will use to log in to initiate the import process for the LoggedInUserName. c. Type the current password that you will use to log in to initiate the import process for the LoggedInUserPassword. d. Type the organization ID where you will import the student files for the OrganizationDistrictNumber. e. Type the path of the folder where the CSV files are stored for the UploadFolderNameWithPath. 2. Save the changes you made to the import_conf file. 3. Run the CommandLine batch file. The import process is initiated at the Command prompt. The status is displayed as the files are imported. 4. After processing completes, see Verification of Import Records Updated into LMS on page 45 to ensure that the students were imported correctly. To understand why some students were not imported, see Reasons for Import Failures on page 46. SuccessMaker Learning Management System Administrator s Guide 51

58 6 Managing Licenses This chapter describes how to maintain licenses using System Terminal. Browsing Licenses You can view and manage licenses from the Licenses tab or by clicking Manage Licenses in the Organizations pane. You can: Add licenses to organizations and products Transfer or distribute licenses across organizations You also can check your license information by running the report described in Chapter 7, License Utilization Report, on page 60. To view the list of all licenses: 1. On the Home page, confirm or select the organization in the Organization list and product in the Product list. 2. Click the Licenses tab. The License List window displays the list of licenses. If the administrator belongs to more than one organization, select the display fields School Type, School. The list displays licenses that match the search criteria. 3. To view the information associated with a license key, click the license key in the Key column. The License Details window displays three tabs Utilization, Organizations, and Products. Adding Licenses This section describes how to add a license to an organization. You can add a license from the Licenses tab or by clicking Manage Licenses in the Organizations pane. An administrator with a license key can add a license to an organization. NOTE: Before adding a license, you must have a license key. SuccessMaker Learning Management System Administrator s Guide 52

59 Managing Licenses To add a license to an organization and product: 1. From the License List window, click the Add License button. The Add License Key window appears. 2. Enter the license key in the License Key box, and click OK. The License List window displays the license key added in the Key column. Transferring Licenses This section describes how to transfer licenses between organizations. From the License List window, you can provide licenses to users of different organizations by transferring a license key to all or a specific number of users. To transfer or distribute licenses to organizations: 1. From the License List window, click Transfer or distribute license for the license key you want to transfer. The Transfer License window appears. 2. Enter the number of users in the Number of users to transfer box, select the organization, and then click OK. SuccessMaker Learning Management System Administrator s Guide 53

60 7 Reports The System Terminal enables administrators to view or print reports across schools and districts. The Administrative reports are pre-defined reports. You can set the selection parameters and save them as a Favorite report. You also can save a report to your workstation as a PDF or for use in a spreadsheet application. You can: View a report Name a report as a Favorite Remove a Favorite report By default, you will see only the reports for which you are authorized. The types of pre-defined reports that an administrator can print include: Course Assignments Report - Lists the courses assigned to specified students. Group List Report - Lists groups and their associated students. Group Utilization Report - Provides information about student assignments, such as the average session time, number of sessions, and total time spent. Group and User Report - Shows the groups to which selected students belong. License Utilization Report - Shows the license details, such as the key, total number of seats, and expiration date. System Utilization Report - Provides system usage information for student assignments, such as the dates for registration, initial login, and last login. SuccessMaker Learning Management System Administrator s Guide 54

61 Reports Running Reports You can run a report from the Reports tab or by clicking the report in the Reports pane on the home page. To run reports: 1. On the home page, confirm or select the organization form the Organization list and product from the Product list. 2. Click the Reports tab. The Reports window displays a list of pre-defined administrative reports. To search for a report, select the report type from All Report Types, and then click Go. To search for a specific report, type the report name in the Search Reports box, and then click Search. The search results pane lists the reports matching your search criteria. 3. Click the report from the list. The SuccessMaker Reports window appears. 4. Click the Run Report button. The report displays the results for pre-selected parameters. To adjust the display, click the icons Actual size, Fit page, Fit Width, Zoom In, Zoom Out, or Magnification. To save the report, see Saving a Report on page 56. Figure 7-1. Reports tab - System Administrator view SuccessMaker Learning Management System Administrator s Guide 55

62 Reports Table 7-1. Reports tab fields Field All School Types All Schools All Report Types Search Reports Options Description Select a school type. Select a school. Select All Report Types, Administrative, or Favorite reports. Enter the report name or part of the report name that you want to search for. You can remove or rename a Favorite report. The report name must be unique and can be up to 35 alphanumeric characters. Saving a Report To save the report on your computer after you run it: 1. To save the report in CSV format, select Save for Excel. To save the report in a PDF format, click Save as PDF from the list. 2. Click Save. The Save box appears. 3. Browse to select a folder. 4. Type the file name, and then click Save. To save the report as a Favorite report that you can use again later, click Save as Favorite, type the name in the Favorite Report window, and then click Save. NOTE: The name of the Favorite report can be up to 35 characters and needs to be unique. Renaming a Report You can rename Favorite reports only, not pre-defined reports. To rename a Favorite report: 1. From the home page, click the Reports tab. The Reports window appears. 2. In the Reports window, select the school type, school, and report type, and then click Go. The search results pane lists the reports matching your search criteria. 3. Click Rename for the report that you want to rename. The Rename Favorite window appears. 4. Type the new name for the report, and then click OK. SuccessMaker Learning Management System Administrator s Guide 56

63 Reports Removing a Report To delete a Favorite report, click the Remove button for the report you want to remove. You cannot remove pre-defined administrative reports. NOTE: The report is permanently deleted from LMS. Figure 7-2. SuccessMaker Reports - Selection criteria Table 7-2. SuccessMaker Reports - Selection criteria fields Field Display Options for Description Name of the report. The drop-down list displays the list of existing reports. For example, Course Assignment Report. If you select the report from the report list, the report appears in the Display list by default. Select the course from the list. The drop-down list displays the list of courses. For example, All Math Courses. SuccessMaker Learning Management System Administrator s Guide 57

64 Reports Table 7-2. SuccessMaker Reports - Selection criteria fields (continued) Field Select Students by Select Student Data Columns to display Set Column Preferences Number of days since Initial Login Description Schools, Grades, Teachers, Groups. Use to display the data for selected schools, grade levels, teachers, and groups. If you clear all the student identification check boxes, the rolled-up (school-level) data is displayed. You can select Groups only when you select specific or multiple teachers. Select check boxes to display the student identification data. The student column check boxes are not available if you select the Mask Student Information check box. The Mask Student Information option hides student identification and displays anonymous student names, such as student1 and student2. In the Order/Sort Direction tab, you can click the up arrow in the list to move the row items up or the down arrow to move the row down. Select the Ascending or Descending button to set the direction of the order. Ascending/ Descending selections in this tab are sensitive to selections made in the Sort Priority tab. In the Sort/Priority tab, you can set the sort priority in which the Student Data columns will be displayed and the sort order. Total number of days since the student has logged in the course/assignment. SuccessMaker Learning Management System Administrator s Guide 58

65 Reports Figure 7-3. Sample Administrative Report - Group Utilization Table 7-3. SuccessMaker Reports - Selection criteria - additional fields for Group Utilization and System Utilization reports Field Include Demographic Filters Total Time Spent Days Active Number of Sessions Average Daily Session time Registration Date Description Choose to view specific student data by selecting the demographic check boxes. Total time spent by the student in the assignment. Total days the student has actively logged in and used the system. Number of sessions run by a student for the course/assignment. Average time the student has spent per day for the course/assignment. Date on which the student registered for the course/assignment. SuccessMaker Learning Management System Administrator s Guide 59

66 Reports Table 7-3. SuccessMaker Reports - Selection criteria - additional fields for Group Utilization and System Utilization reports Field Last Login/Logged Out date Initial Login Date Description Date on which the student has logged in and logged out of the course session. Date on which the student first logged in the course session. License Utilization Report The License Utilization Report lists the license information for an organization and product. It includes the license type, the total number of seats and unused seats, the average number of users, and license denials. NOTE: When you run this report, all expired licenses over one hour old are released automatically. The report shows the licenses in use after the release. Figure 7-4. License Utilization - Selection criteria SuccessMaker Learning Management System Administrator s Guide 60

67 Reports Figure 7-5. Sample Administrative Report - License Utilization Table 7-4. License Utilization - Selection criteria fields Field Display Options for last Select Licenses For Or, Find by License Key Select License Data Columns to Display Description Select License Utilization Report. Select the period. For example, One Week. Select the button to set parameters for schools, licenses, and license type parameters. Select one or more school types. For the Windows operating systems, hold down SHIFT and click to select multiple school types. For the Mac operating systems, hold down the CMD (apple icon) key and click. Select Licenses and License Types in the same manner. To run the report for a specific license key, select the option and enter the license key. Select the columns you want to display in the report Expiration Date, Unused Seats, Total Number of Seats, # License Denials, and Average Number Peak Users. SuccessMaker Learning Management System Administrator s Guide 61

68 A SIS Import Data When you import a data file from the LMS application or using the command line utility, you need to ensure that the CSV file meets the following requirements: The file name has a.csv extension. The file contains records separated by comma as a delimiter. The data contains only student data. The file must contain a header row that defines the data columns. The header row data fields must match the LMS data field names. The file contains minimum data elements required to import. For a complete list and explanation of the LMS data fields, see Data Field Mappings on page 63. Minimum Data Requirements The SIS minimum data elements that should be saved in a CSV file are: User First Name User Last Name Student Grade Level User Name Password Student ID While preparing your data file for import, ensure that you select a unique user name for each student being enrolled in your school or district. Each user name must be unique within the district to support students who transfer from one school to another. It is important that you plan a strategy to decide the best User Name convention for your district to avoid duplicate user names. NOTE: Data columns other than the LMS field names are ignored while importing. SuccessMaker Learning Management System Administrator s Guide 62

69 SIS Import Data Data Field Mappings If the header names do not match the LMS header names, you need to change the header names to the field names, according to the description in Table A-1. The Conversion Rule column in the table explains how the import handles data by field. You can refer to this information when the field name does not fulfill the field length or if the field name is blank. SuccessMaker Learning Management System Administrator s Guide 63

70 SIS Import Data Table A-1. Student registration data Field Name Description Field Length & Field Type Alphabetic (A), Numeric (N), and Special Characters (S) Invalid Characters Least Common Denominator Required (R) or Optional (O) Conversion Rule username User Name 20 # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable R When you import a name that exceeds 20 characters, the record includes the first 19 characters with the suffix 1. If the username does not exist, the student is considered to be a new student and added to the database, along with the data present for that student in the student's import record. firstname Student s First Name 53 # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable R When you import a name that exceeds 53 characters, the record includes the first 52 characters with the suffix 1. lastname Student s Last Name 53 # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable R When you import a name that exceeds 53 characters, the record includes the first 52 characters with the suffix 1. middlename Student s Middle Name 53 # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable O When you import a name that exceeds 53 characters, the record includes the first 52 characters with the suffix 1. SuccessMaker Learning Management System Administrator s Guide 64

71 SIS Import Data Table A-1. Student registration data (continued) Field Name Description Field Length & Field Type Alphabetic (A), Numeric (N), and Special Characters (S) Invalid Characters Least Common Denominator Required (R) or Optional (O) Conversion Rule studentid Student's ID # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable R When you import a name that exceeds 31 characters, the record includes the first 30 characters with the suffix a, b, and so on. Grade Student's Grade Level # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` pre (Pre- Kindergarten), k (Grade K), 1 (Grade 1), 2 (Grade 2), 3 (Grade 3), 4 (Grade 4), 5 (Grade 5), 6 (Grade 6), 7 (Grade 7), 8 (Grade 8), 9 (Grade 9), 10 (Grade 10), 11 (Grade 11), 12 (Grade 12), a ( Adult Education), o (Other), not s (Not Specified) R When no grade is specified, the student is not imported. SuccessMaker Learning Management System Administrator s Guide 65

72 SIS Import Data Table A-1. Student registration data (continued) Field Name Description Field Length & Field Type Alphabetic (A), Numeric (N), and Special Characters (S) Invalid Characters Least Common Denominator Required (R) or Optional (O) Conversion Rule birthdate Student's Birth Date MM/DD/YYYY Any other character, number, or format DD/MM/YY DD/MM/ YYYY DD-MM-YY DD-MM- YYYY O Accepts the standard date format. password User Password 20 A/N/S Not Applicable Not Applicable R When you import a name that exceeds 20 characters, the record includes the first 19 characters with the suffix 1. teacheruser Name Student's Teacher s User Name # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable O When no teacher is specified, the student is placed in the unassigned group. teacherfirst Name Student's Teacher s First Name # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable O When no teacher is specified, the student is placed in the unassigned group. SuccessMaker Learning Management System Administrator s Guide 66

73 SIS Import Data Table A-1. Student registration data (continued) Field Name Description Field Length & Field Type Alphabetic (A), Numeric (N), and Special Characters (S) Invalid Characters Least Common Denominator Required (R) or Optional (O) Conversion Rule teacherlast Name Student's Teacher s Last Name # $ % ^ & * ( ) + _= \ { } [ ] : ; ', ". < >? / ~ ` Not Applicable O When no teacher is specified, the student is placed in the unassigned group. orgid Organization ID Not Applicable Not Applicable O/R When a student is imported from the System Terminal, Organization ID is optional. When a student is imported using the command line utility, Organization ID is mandatory. SuccessMaker Learning Management System Administrator s Guide 67

74 SIS Import Data Table A-2. Student demographic data Field Name Description Field Length (Configurable) & Field Type Invalid Characters Least Common Denominator Required (R) or Optional (O) Rule Race/Ethnicity Student s Race/ Ethnicity Fixed Not Applicable af (African American), as (Asian/Pacific Islander), c (Caucasian), h (Hispanic/Latino), na (Native American/ Alaskan Native), not s (Not Specified) O African American Asian/Pacific Islander Caucasian Hispanic or Latino Native American / Alaskan Native If your data file does not contain one of these values, the data field is set to Not Specified. English Language Proficiency Limited English Language Proficiency Fixed Not Applicable english (English), english l (English Learner), not s (Not Specified) O English English Language Learner Not specified If your data file does not contain one of these values, the data field is set to Not Specified. SuccessMaker Learning Management System Administrator s Guide 68

75 SIS Import Data Table A-2. Student demographic data (continued) Field Name Description Field Length (Configurable) & Field Type Invalid Characters Least Common Denominator Required (R) or Optional (O) Rule Gender Student s Gender Fixed Not Applicable f (Female), m (Male), not s (Not Specified) Meal Program Meal Program Fixed Not Applicable f (Free or Reduced Lunch), not e (Not Economically Disadvantaged), not s (Not Specified) O O Female Male Not Specified If your data file does not contain one of these values, the data field is set to Not Specified. Free or reduced lunch Not Economically Disadvantaged Not specified If your data file does not contain one of these values, the data field is set to Not Specified. SuccessMaker Learning Management System Administrator s Guide 69

76 SIS Import Data Table A-2. Student demographic data (continued) Field Name Description Field Length (Configurable) & Field Type Invalid Characters Least Common Denominator Required (R) or Optional (O) Rule Disability Disability Fixed Not Applicable y (Yes), n (No), not s (Not Specified) Migrant Status Migrant Fixed Not Applicable m (Migrant), non (Non Migrant), not s (Not Specified) O O Yes No If your data file does not contain one of these values, the data field is set to Not Specified. Migrant Non-migrant If your data file does not contain one of these values, the data field is set to Not Specified. Least Common Denominator: If a field name has a least common denominator associated with it, the SIS utility replaces the least common denominator in the data file with its full-text value. For example, if a record has k in the Grade column, it is converted to Grade K. SuccessMaker Learning Management System Administrator s Guide 70

77 Glossary The glossary contains a list of terms used in this guide. Term Definition active students Students who are assigned to a teacher. appending student data Appending student information to an existing student record in the LMS database. district LMS MAMA organization SIF site student import unassigned students URL Group of schools. A Learning Management System interface for administrators. The Monitoring and Management Application (MAMA) interface to share and distribute product updates and state standards. A school (site) or group of schools (district) defined in the management system. (Schools Interoperability Framework) A set of rules and definitions that enable software programs from different companies to share information. This set of platform-independent, vendor-neutral rules and definitions is called the SIF Implementation Specification. Single school. Importing new student information in a school or a district. Students who are not on a teacher's roster. Uniform Resource Locator. The address to identify network-retrievable documents from the World Wide Web. SuccessMaker Learning Management System Administrator s Guide 71

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