P20WIN User Manual: System Administrator Guide
Contents
1. m G g 5 The query is now approved and will immediately be removed from the Queries Waiting for Approval table and appear in the Approved Queries table 11 22 13 test 2 will it ae ee EST 2 sources 2 tables each 15 fields adding POV Kiehne Jan Awaiting Execution Sees A rocess For Manual SShots LB For Manual SShots LB Buchanan Laurel Awaiting Execution Disapprove Queries waiting for approval second uery for Manual LB secong Query for Manual LB Buchanan Laurel Approve Disapprove P20 WIN User Manual Version 3 5 9 2013 11 3 2 1 DISAPPROVING A QUERY Queries that do not merit approval must be disapproved Query disapproval can be accomplished from either the Queries Waiting for Approval table or the Approved Queries table To disapprove a query execute the following steps 1 Click the Queries tab which will bring you to the Query Management page The Approved Queries table appears at the top of the screen and you may scroll down to the Queries Waiting for Approval table 3 Identify the targeted query either the Queries Waiting for Approval table or the Approved Queries table and click on the Disapprove button which will take you to the Disapprove Query screen 11 22 13 test 2 will it i 2 sources 2 tables each 15 fields adding POV Kiehne Jan Awaiting Execution EE er2. 2013 08 30 03 14 38 PM Awaiting Approval ERS Datasource is disabled Query disabled Datasource is disabled Query Name Description Owner Name Last Execution Time Download Approval Status 08 30 13 Data Steward testto see if option to approve schedule or execute is restricted Kiehne Jan 2013 08 30 03 16 54 PM Awaiting Approval Queries waiting for approval BOR test 09 10 13 test 09 10 13 number 2 simple hitting the CC amp CSU Current City and Current State to see if these fields affected Current City should be blocked from selection State from viewing Kiehne Jan Datasource is disabled trying again first 1 saved before complete Kiehne Jan Datasource is disabled 3 Queries still awaiting approval will be found in the Queries Waiting for Approval Table below 11 22 13 Test CC amp 4 ae rian check output 2 sources 2 tables 15 fields Kiehne Jan vain Execution N foe 11 22 13 test 2 will it aes m 2 sources 2 tables each 15 fields adding POV Kiehne Jan hanno Execution EE oa process Queries waiting for approval Query Name Description Owner name For Manual SShots LB Buchanan Laurel Approve Disapprove fsecona Query for Manual LB Buchanan Laurel Approve Disapprove 3 2 APPROVING A QUERY P20 WIN User Manual Version 3 5 9 2013 10 The first step in the query workflow is to approve the query To approve a query execute the following st
3. amp CSU 47 06 13 8 11 AM 11 06 13 8 18 AM a 17 06 13 8 11 AM ea a 11 06 13 8 18 AM Tr 1 coca a E P20 WIN User Manual Version 3 5 9 2013 14 3 4 APPROVING A QUERY FOR DOWNLOAD The third step in the query workflow is to approve the query for download by the requester Queries may only be approved for download once they have been approved and executed To approve a query for download execute the following steps 1 Click the Queries tab which will bring you to the Query Management screen screen Identify the targeted query ies in the Approved Queries table and click the box es under the Apply Action Note All queries may be approved for download at once by clicking the Select All Queries box at the top of Apply Action column 3 Select Approve Query Result Download in the Please select action dropdown box to the above right of the Approved Queries table 4 Click the Go button and the query will be approved for download by the requestor P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK QUERY MANAGEMENT CREATE NEW QUERY VIEW EXECUTION SCHEDULE Approved Queries Click on query name link to view the query Please select actioni Approve Query Result Download Query Actions Apply Action Query Name Description Owner Name Last Execution Time Download Approval Status Click the Required Button MM Select All Queries Ajit Test Misc fi
4. gov Ajit Gopalakrishnan Data Consumer Edit Profile Reset Password Deactivate 31 MRose martin rose ct gov Martin Rose SDE Administrator Edit Profile Reset Password Deactivate 32 CMartie charles martie ct gov Charles Martie SDE Administrator Edit Profile Reset Password Deactivate DWilliamson david williamson ct gov Williamson SDE Administrator Edit Profile Reset Password 4 6 VIEWING DISABLED USER ACCOUNTS Tech Admins can view disabled user accounts on the Users screen which is the first tab to the left under the Admin Tab To view disabled user accounts execute the following steps Click on the Admin Tab at the top of any screen which will bring you to the User s screen Scroll down the page to the Disabled Accounts table which is below the Approved Users table 3 User accounts and associated profile information are presented in the Disabled Accounts table Io 39 Woodland Street a 46 Braden Hosch hoschb ct edu Braden Hosch Hartford CT 06105 Data Consumer Reactivate AAAA m aa a e bs itest jan_kiehne hotmail com san Tester 860 493 0236 BOR Policy amp Research Soat Observer Reactivate 8 p 39 Woodland Street 3 ko aa kiehnej ct edu Jan Tester 860 683 8677 BOR Policy amp Research Hartford CT 06105 Observer Reactivate 61 woodland Street Hartford CT 06105 lborcsu Administrator Reactivate n b s 61 woodland Street i z 50 KMurugappan_csu KMurugap
5. 1 VIEWING QUERY STATUS Tech Admins can view the status of all queries by on the Query Management screen under the Queries tab In addition to providing buttons for the execution and approval for download of queries see 4 2 4 5 below this table provides the information about each query To view query status execute the following steps 1 Click the Queries tab which will bring you to the Query Management screen P2 O Wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK 0 ULLC U Queries Data Sources View Data Sources from the following organizations gt My Queries gt Create gt SDE wv University of Connecticut Center for Public Health and Health Policy 2 Queries that have been approved will be found in the Approved Queries table This table provides the following information about each approved query Query Name Name provided for the query by the requestor Description Description as provided by the requester Owner name First and last name of the requestor a2 00 w Last execution time Date and time that query was executed Will be blank if query is awaiting execution P20 WIN User Manual Version 3 5 9 2013 9 e Download approval status Provides status of the query as awaiting execution awaiting approval or approved In this case approved refers to approval for download only f Query action Button to disapprove a previ
6. A Manual SShots i LB For Manual SShots LB Buchanan Laurel Awaiting Execution CA E Queries waiting for approval O second uery for Manual LB secong Query for Manual LB Buchanan Laurel Approve 4 Enter the reason for the disapproval and click the Submit button Note Once you click the submit button the query will be disapproved and deleted from the system It is not recoverable P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK Disapprove Query Query Name Second Query for Manual LB Query disapproval reason P20 WIN User Manual Version 3 5 9 2013 12 6 You will be returned to the Query Management screen with a message in red at the top center of the page stating Query Query Name Disapproved The query is now disapproved and will no longer appear in either the Queries Waiting for Approval table or the Approved Queries P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK QUERY MANAGEMENT CREATE NEW QUERY VIEW EXECUTION SCHEDULE Query SET STO VC Query Ib test approved P Approved Queries Click on query name link to view the query Please select action Select action Query Actions Query Name Description Owner Name Last Execution Time Download Approval Status Click the Required Butt Bo demo CCC DOL SDE BO_demo_CCC_POV Lawrence Glen 2014 01 16 01 37 28 AM awaiting Approva
7. ATING A P20 WIN APPLICATION ACCOUNT To add a user execute the following steps 1 Click on the Admin Tab at the top of any screen which will bring you to the Users screen 2 Click on the Add User screen which is the second screen from the left on the top of the screen and which will bring you to the add user screen P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK oes TE USERS ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CON URATION LOG REVIEW Add User Username List LDAP Users First Name Last Name Email Phone Organization Department Address User Group X Submit 3 Onthe add user screen enter the following elements P20 WIN User Manual Version 3 5 9 2013 17 First Name Last Name Email Address Phone number Organizational affiliation Department Mailing address gt Mm M9 A290 oo User Group Please note that while many account types populate the User Group drop down selections only a few are valid selections for the P20 WIN system Please choose among the following account types Observer Data Consumer Agency Administrator and Tech Admin All other available selections are invalid 4 Click onthe Submit button to add the user 4 You will be returned to the User screen with a message in red at the top center of the page listing the username and password for the new user 5 Email the username and password to
8. Disapprove Awaiting Approval Disapprove Approved Disapprove Approved Disapprove Awaiting Approval Disapprove Awaiting Approval Disapprove Testing Martie Charles Test Query 2a 2013 08 16 07 42 44 AM frst attempt to see if query process works using Student_Match table only Kiehne Jan BOR Test 1 082813 2013 08 28 06 40 01 PM BOR test 2 08 28 13 fe tables student and academic summary ConnSCu ID and Enrollment status Kiehne Jan 2013 08 28 06 53 11 PM J Test CCC Query Testing the CCC Query Build Functionality Murugappan Kumar 2013 08 30 03 14 38 PM 08 30 13 Data Steward test to see if option to approve schedule or execute is restricted 2013 08 30 03 16 54 PM Kiehne Jan Queries waiting for approval No unapproved queries ji 4 Enter the time and date for the query to execute and click the Add button 5 The query will now automatically execute at the date and time entered P2 O Wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATI QUERIES QUERY MANAGEMENT CREATE NEW QUERY VIEW EXECUTION SCHEDULE Query Execution Schedule Add Query Execution Schedule Schedule Date Select 0 o today chedule Time Select hrs 0 mins Select AM PM Scheduled Query Executions Execution Start time is Execution Complete Execution Complete Timestamp 41 06 13 CC
9. P20 WIN User Manual Technical Admin User Interface Functions A training and reference manual for Connecticut s Preschool through Twenty amp Workforce Information Network P20 WIN User Interface P20 WIN User Manual Version 3 5 9 2013 Contents I TEIN UNC EU OI ests seers cus creese bene en E EEE E E E E E E E 3 1 1 P20 WIN Roles and Privileges 1nccce sass uscancnchenesatenndeuetocasesutnundametsbanesslennseaetosatessteentacnshanawstess 3 2 0 Operational Configuration and System Monitoring eessssssssoeeessssssseseerrssssssseserressssssseeeeees 5 2 1 Viewing Operational Configuration ccccccccccccccccceeseeecceeeeeeaaeesseeeeeeeeesseeeeseeeeeeeeeeaaaeeeses 5 DDD SUC MMV UO IMO UI A E acct clei gu E E siuabiasaicuatign ob ababadactecatgipichees 6 2 3 Disabling Enabling The System save scierscacindnovedsuarecasenesonaseiansaadeednoned dun sasdaneeeuesdtuesaadeadeceddimens 6 2 3 1 Disabling the System mrri ani e Error Bookmark not defined 22 Tab iTS S SECU assa seneedesasnasssanaaninds Steoteces Error Bookmark not defined 2 0 Query Worklow Functions as sscsccsecentdeneendsactroancoescescnactstatdoessattunmenameonacsdensanetundenaeadsasteeaneeneseacs 8 ie NV We WM OSU acreage es nce cn gee cae tae E E 9 3 2 AP PLOVING T QUCLY sespe EE EE A ENEE EE ENNEN TEE aE 10 3 2 1 ISAO DFO VA UCT reiii o i a a a a a E a 12 sy TCU 1h CY E E E EE E E E A E T 13 3 4 Approving a Query for Download enessesssssoeenssssssss
10. WORKFORCE INFORMATION NETWORK USERS ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CONFIGURATION LOG REVIEW P20 WIN Configuration Status Enabled Runtime Configuration VERSION Main application 4 1 1 SDE sbe Student Information 4 1 BOR CCC Information 1 0 BOR BOR CSU Information 1 0 P20 WIN MAIN APPLICATION SERVER O aTSCS C lt S SSSSS loowneot oo 2 2 2 2 2 2 SCS lt SOSSOC lt CS C 7CS homne oas S ee P20 WIN MAIN DATABASE Database Postgres Driver org postgresql Driver Port 5432 Tech Admins may also view the status of P20 WIN data sources Any data source that is disabled will not be available for query Additionally any previously saved query using that data source will be disabled and unavailable for approval execution or download To view the status P20 WIN data sources execute the following steps Click on the Admin tab with will bring you to the Users screen Click on the System Configuration screen which will bring you to the P20 WIN Configuration screen 3 Scroll down to the P20 WIN Application State Table Data source status is listed in the Status column for each data source P20 WIN User Manual Version 3 5 9 2013 7 P20 WIN MAIN DATABASE Database Postgres Driver org postgresql Driver Port 5432 P20 WIN CONNECTIVITY SDE SDE Student Information Enabled DOL
11. d Deactivate Edit Profile Reset Password Deactivate Edit Profile Reset Password Deactivate EditProfile Reset Password Deactivate Edit Profile Reset Password 3 Onthe edit user screen you may change any of the following elements in the user s profile a First Name Last Name Email Address Organizational affiliation b C d Phone number e f Department g Mailing address h User Group P20 WIN User Manual Version 3 5 9 2013 P20 WIN CONNECTICUT S PRESQ Edit User Username Ibuchanan First Name Last Name Email Phone Organization Department Address User group Example Example Example Example Example Example Example Submit 20 CLC Please note that while many account types populate the User Group drop down selections only a few are valid selections for the P20 WIN system Please choose among the following account types Observer Data Consumer Agency Administrator and Tech Admin All other available selections are invalid 4 Click on the information that you wish to edit and change the text 5 Click the submit button to save your changes The user profile is now updated You will receive the message update of user name successful in red at the top center of the page 4 4 RESETTING USER PASSWORDS The P20 WIN UI Passwords of approved users can be reset through the Users scr
12. d queries log Log of all queries created Contains e query name e query description e date time when query was submitted 2 Approved queries log Log of all queries approved Contains e query name e query description e date time of approval 3 Executed queries log Log of all queries executed Contains e query name e query description e date time of approval 4 Approved queries for download log Log of all queries approved for download Contains e query name e query description e date time of approval for download 5 Results downloaded log Log of all queries downloaded Contains e query name P20 WIN User Manual Version 3 5 9 2013 24 e query description e date of download 6 User Login Logout log Log of all login and logout activity Contains e username e user id e login status description successful login successful logout failed login invalid password failed login locked e date time of activity 5 1 DOWNLOADING LOGS The UI available logs can be downloaded though the Admin tab To download a log execute the following steps 1 Click on the Admin tab at the top of any screen which will bring you to the first of the screens under Admin which is the Approved Users screen for Administrators and the Remote Data Fields screen for Data Managers 2 Click on the Log Review screen on the far right under the Admin Tab 3 Click the Download button in the center c
13. dministrator Edit Profile Reset Password 3 The password is now reset and listed in red at the top center of the page 4 Email the new password to the user at the email address in the user profile with instructions to change the password at first login 4 5 DEACTIVATING USERS User accounts can be deactivated at any time To deactivate an accounts execute the following steps 1 Click on the Admin Tab at the top of any screen which will bring you to the Users screen Identify the targeted user account in the Approved Users table at the top of the Users Click the deactivate button The user is now deactivated and will immediately be removed from the approved Users table and appear in the Disabled Accounts table P20 WIN User Manual Version 3 5 9 2013 22 P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK LL eo D ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CON ORATION LOG REVIEW ADproved Users Show hide columns Search all columns a TT Name lt a ee Name Last Name User eee _ _ Pgawade akazaresearch com Lawrence CHIN Administrator Edit Profile Reset Password Deactivate joadebo akazaresearch com Data Consumer Edit Profile Reset Password Show 10 entries Deactivate 29 ming ming ct gov ming ICHIN Administrator Edit Profile Reset Password Deactivate 30 AGopalakrishnan Ajit Gopalakrishnan ct
14. e for query See section 3 of this Manual Manage properties of data elements from data source Setting properties for each data field to make fields visible invisible and available not available through the Ul See the Agency Administrator Manual System Monitoring and Configuration Information Viewing system status and configuration information See section 3 of this Manual User Management Registering users setting user privileges unlocking accounts v and resetting forgotten passwords See section 5 of this Manual View and Download P20 WIN Application Logs Viewing and downloading application logs for auditing and monitoring purposes See section 6 of this Manual User can only view the status of queries that they submitted User can only perform these functions on data from their Agency P20 WIN User Manual Version 3 5 9 2013 4 2 0 Operational Configuration and System Monitoring Information about operational configuration is available on the System Configuration and System Monitoring pages of the Admin tab Information on this page includes software versions connectivity status of the main and remote applications etc 2 1 VIEWING OPERATIONAL CONFIGURATION The first section of the System Configuration page displays the version of P2OWIN Software that is installed at the Main and at each Remote site The second section displays the version of server software Tomcat installed throughout the Main and Remo
15. een which is the first tab to the left under the Admin Tab Gateway account passwords are not reset through these steps If you are having a problem with your Gateway account password please contact the BEST SSO group at BEST EDIRAdmins ct gov To reset a Ul password execute the following steps 1 Click on the Admin Tab at the top of any screen which will bring you to the User s screen 2 Identify the targeted user account in the Approved Users table and click on the reset password button P20 WIN User Manual Version 3 5 9 2013 21 P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK _ _ ae eo D ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CON URALION LOG REVIEW Approved Users Show hide columns Show 10 v entries Search all columns rs User Name Email s First Name Last Name User Groups i Action G Deactivate Ppgawade akazaresearch com CHIN Administrator Edit Profile Deactivate Data Consumer aoe Deactivate CHIN Administrator Edit Profile Reset Password Deactivate Data Consumer Edit Profile f pm pf Deactivate 34 in ISDE Administrator Edit Profile Ajit Gopalakrishnan ct gov Reset Password Reset Password Deactivate 32 CMartie charles martie ct gov SDE Administrator Edit Profile Reset Password Deactivate 33 DWilliamson david williamson ct gov Williamson SDE A
16. elds output Gopalakrishnan Ajit 2013 08 28 06 35 24 PM Approved Disapprove rest Query 2a resting martie Charles 2013 08 16 07 42 44 AM Awaiting Approval Disapprove Query disabled BOR Test 1 082813 __ first attempt to see if query process works using Student_Match table only Kiehne Jan 2013 08 28 06 40 01 PM Approved 7 Aie Datasource is disabled a s Query disabled BOR test 2 08 28 13 2 tables student and academic summary ConnSCU ID and Enrollment status Kiehne Jan 2013 08 28 06 53 11 PM Approved eos Datasource is disabled se Query disabled Test CCC Query Testing the CCC Query Build Functionality Murugappan Kumar 2013 08 30 03 14 38 PM Awaiting Approval ae Datasource is disabled Query disabled Datasource is disabled 08 30 13 Data Steward test to see if option to approve schedule or execute is restricted Kiehne Jan pore 03 16 54 PM wating Approval 5 You will remain on the Query Management screen with a message in red at the top center of the page stating Query Query Name Results Available for Download SCREEN SHOT HERE SHOWING ABOVE 6 The Requestors will receive the same message through the P20 WIN UI when they login and will receive an email notification at the email address associated with their account P20 WIN User Manual Version 3 5 9 2013 15 3 5 VIEWING THE EXECUTION SCHEDULE Tech Admins can view the query execution schedule by clicki
17. eps 1 Click the Queries tab which will bring you to the Query Management screen screen Scroll down to the Queries Waiting for Approval table Identify the targeted query in the Queries Waiting for Approval table and click on the Approve button Queries waiting for approval For Manual 3hots LB For Manual Sshots LB Buchanan Laurel Disapprove Second Query for Manual LB Second Query for Manual LB Buchanan Laurel Approve Disapprove 4 You will be returned to the Query Management screen with a message in red at the top center of the page stating Query Query Name Approved P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK QUERY MANAGEMENT CREATE NEW QUERY VIEW EXECUTION SCHER _ O Approved Queries Click on query name link to view the query Please select action Select action X Go Last Execution Download Query Actions Apply Action Query Name Description Owner Name Time Approval Status Click the Required Button Select All Queries 2013 08 28 Disapprove Ajit Test Misc fields output Gopalakrishnan Ajit oved lected Conaisinsmnan an 06 35 24 PM homoa a n i 2013 08 16 Disapprove Test Query 2a Testin Martie Charles W Awaitin roval 07 42 44 AM g App Data Steward test to see if option to approve schedule or 2013 08 30 i heao 3 naa j ai cme Jan ing Approval ee execute is restricted 03 16 54 PM i
18. l Disapprove Disappr 01 CCC 4 fields pov no aamin Tester 2014 01 17 09 39 00 AM awaiting Approval Disapprove Disappr Lm DM T1 ffest Data Manager lester rita 2014 01 21 04 31 12 PM awaiting Approval Disapprove Disappr io 3 3 EXECUTING A QUERY The second step in the query workflow is to execute the query Queries may only be executed once they have been approved To execute a query execute the following steps 1 Click the Queries tab which will bring you to the Query Management screen Identify the targeted query ies in the Approved Queries table and click the box es under the Apply Action Select Schedule Query Execution in the Please select action dropdown box to the above right of the Approved Queries table 3 Click the Go button which will take you to the Schedule Query Execution screen P20 WIN User Manual Version 3 5 9 2013 13 P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK P20 WIN QUERY MANAGEMENT CREATE NEW QUERY VIEW EXECUTION SCHEDULE Approved Queries Click on query name link to view the query Please select action chedule Query Execution Query Actions Apply Action Query Name Description Owner Name Last Execution Time Download Approval Status Click the Required Button Select All Queries at Test misc fields output Gopalakrishnan Ajit 2013 08 28 06 35 24 PM Approved
19. ld only be granted the approved account type 4 1 ADDING A USER Users can be added through the Add User screen The Add User screen is the second screen from the left under the Admin Tab However please note that Users must be employees of organizations on the State Network or holders of a Gateway Account prior to receiving a P20 WIN account As of 12 31 13 P20 WIN participants that are in network are DOL and SDE If a user account is needed for an employee of an agency that is not on the state network then it is first necessary to contact BEST to obtain a Gateway account Once the Gateway account is obtained then follow the below procedure to add the user to P20 WIN 4 1 1 OBTAINING A GATEWAY ACCOUNT P20 WIN User Manual Version 3 5 9 2013 16 To obtain a gateway account for a new user execute the following steps 1 Contact the Single Sign On SSO Group at BEST via email at BEST EDIRAdmins ct gov and request a new Gateway account Reference the p20 win application need users added to index server Provide BEST with the following information User first name User last name User organization User location o 2090 5 o Requested username using the convention of firstinitiallastname_p20 i e John Smith get username jsmith_ p20 2 Email the new user the newly created username and password and provide them with the Gateway Login URL 3 Proceed to provide the user with a P20 WIN application account 4 1 2 CRE
20. mins can view the online offline status for the following components of each contributed data source 1 Application Remote Application 2 Data Data Source Data 3 Metadata Data Source Metadata To perform system monitoring execute the following steps 1 Click on the Admin tab with will bring you to the Users screen 2 Click on the Monitor System screen which will bring you to the Monitor System screen 3 View the Enable Remote Data Sources table P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 ANI USERS ADD USER REMOTE DATA FIELDS MONITOR SYSTEM P20 WIN Monitor ENABLED REMOTE DATA SOURCES Status of Services Agencies Remote Data Sources Type PF Application Metadata Data ISDE SpE Student Information online online IDOL mole Wage Records online online BOR CSU Information 2 3 VIEWING SYSTEM STATUS In order for the P20 WIN system to be available for query it must be enabled Tech Admins can view the status of the entire system as well as those of each data source To view the status of the P20 WIN System execute the following steps P20 WIN User Manual Version 3 5 9 2013 6 1 Click on the Admin tab with will bring you to the Users screen 2 Click on the System Configuration screen which will bring you to the P20 WIN Configuration screen 3 View the Status at the top left of the screen P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND
21. n david williamson ct gov Williamson SDE Administrator Edit Profile Reset Password 4 3 EDITING USER PROFILES INCLUDING ROLE CHANGES User Profiles contain the name organizational affiliation contact information and user group account type for registered users Tech Admins can edit the profiles of approved users through the Users screen which is the first tab to the left under the Admin Tab To edit a user profile execute the following steps 1 Click on the Admin Tab at the top of any screen which will bring you to the User s screen 2 Identify the targeted user account in the Approved Users table and click on the edit profile button which will take you to the edit user screen P20 WIN User Manual Version 3 5 9 2013 19 P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK User Laurel Buchanan Role Tech Admin ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CON GURALTION LOG REVIEW Approved Users Show 10 entries search email pgawade akazaresearch com ioadebo akazaresearch com Ajit Gopalakrishnan ct gov charles martie ct gov david williamson ct gov Show hide columns Search all columns Last Name User Groups search group m oe ee ISDE Administrator me ae ISDE Administrator Action Dea iv ate Reset Password Deactivate Edit Profile Reset Password Deactivate Edit Profile Reset Passwor
22. n this manual Other basic UI functions that can be performed by all account types are covered in the P20 WIN User Manual Common User Interface Account Functions Manual 1 1 P20 WIN ROLES AND PRIVILEGES Access to the P20 WIN Ul is gained though the creation of an active system account P20 WIN provides user access to various functionalities based upon designated roles As such system accounts are intended to be individual and not shared P20 WIN roles are currently divided into three account types Data Consumer Agency Administrator and Tech Admin Roles and their corresponding rights within the system are detailed in Table 1 P20 WIN User Roles and Privileges Please note that the roles of Data Consumer and Agency Administrator are otherwise named in some other documents The role of Data Consumer is referred to elsewhere as Data Requestor while the role of Agency Administrator is referred to as Data Manager Steward For the purposes of simplicity this guide will exclusively use the role titles as they are found in the P20 WIN application P20 WIN User Manual Version 3 5 9 2013 3 Table 1 P20 WIN User Roles and Privileges This chart describes how authorized users interact with the software system Agency Data Adminis Technical Action Consumer i My Account Features Viewing messages editing your profile and changing your password See the Common Account Function Manual Browse Metadata Browsing meta data includes
23. nded that Tech Admins perform basic safety monitoring on a monthly basis This monitoring at minimum should include 1 Reviewing Approved User Accounts Review the Approved Users table see section 5 2 above to verify that d All holders of active P20 WIN user accounts are approved by the Agency representatives for the P20 WIN Governance Board to hold a P20 WIN account The account roles of all approved users are correct as authorized by the Agency representatives for the P20 WIN Governance Board All P20 WIN account holders are currently employed by the participating P20 WIN Agency through which they gained their account 2 Reviewing the User Login Logout log for Account Lockouts Download the User Login Logout log and inspect it for instances of suspected hacking At minimum findings to follow up on include a Account lockouts If an instance of a locked account is found email the account holder to verify that the user locked the account Login attempts both successful and failed outside of normal business hours If an instance of a login attempt outside of normal business hours is found email the account holder to verify that the user entered credentials at that time P20 WIN User Manual Version 3 5 9 2013 26
24. ng on the View Execution Schedule screen under the Queries tab The execution schedule will display queries by name along with their execution status and execution start and end times Queries yet to be executed will only display an execution start time P2 O wi N P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORM QUERY MANAGEMENT CREATE NEW QUERY Query Execution Schedule Add Query Execution Schedule chedule Date Select today S Schedule Time Select hrs 0 mins Select AM PM Add Scheduled Query Executions TestccC Query 083013314PM gt Yes 0830413346PM_ fos 30 13 08 30 13 3 44PM_ Yes 083043346PM_ BORtest2 08 28 13 08 28 13653PM Yes 08 28136 53PM BORTest1 082813 08 28 13640PM Yes 08 2813640PM Ajit Test 082813635PM Yes 08 2813635PM TestQuery2a lfos 16 137 00AaM_ Yes 6 i sti lt t s s s C BG IZ TADAMC fait test 072313215PM Yes f07 2343245PM o o 4 0 User Management The P20 WIN UI allows Tech Admins access to user management screens Through these screens Admins can add users view approved and disabled users and perform numerous actions on user accounts such as deactivation reactivation editing user profiles and performing resets A user should only be added after receiving approval for an account by a member of the P20 WIN governance for their organization Additionally a user shou
25. niversities ConnSCU Policy and Research Hartford CT 06105 Data Consumer Reactivate 39 litest ljan_kiehne hotmail com Jan Tester 860 493 0236 BOR Policy amp Research eee Sen Observer i i 39 Woodland Street z 40 jtest2 kiehnej ct edu Jan Tester 860 683 8677 BOR Policy amp Research Hartford CT 06105 Observer Reactivate 3 3 i 61 woodland Street _ z 49 KMurugappan_ccc KMurugappan commnet edu Kumar Murugappan 860 493 0279 Connecticut State Colleges amp Universities ConnSCU Information Technology Hartford CT 06105 BORCSU Administrator Reactivate i ots 61 woodland Street z 50 KMurugappan_csu KMurugappan commnet edu Kumar Murugappan 860 493 0279 Connecticut State Colleges amp Universities ConnSCU Information Technology Hartford CT 06105 BORCSU Administrator Reactivate 5 0 Logs The P20 Win application generates numerous logs that record system events for audit purposes These logs cover user login logout activity query life cycle events metadata management events and communications between the main and remote modules Some logs are accessed through the P20 WIN User Interface Administration tab and are accessible directly to users with Tech Admin level accounts Other events are logged into the database or to an external syslog server To obtain records of the events logged on the external syslog server contact the Vendor The following logs are available for download through the P20 WIN UI 1 Create
26. olumn of the logs table for the log that you wish to download P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK USERS ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CONFIGURATION ca Welcome to Log Review created queries log Download This log has all the queries created in the P20 WIN system Executed queries log Download This log has all the queries executed in the P20 WIN system Approved queries log This log has all the queries approved in the P20 WIN system Approved queries for download log Download This log has all the queries approved for download in the P20 WIN system Resuts downloaded log Download This log has all the results downloaded in the P20 WIN system lUser Login Logout log Download This log has all the users logged in into and logged out from the P20 WIN system 4 Click the save file button and click okay You may also click open to view the file with notepad P20 WIN User Manual Version 3 5 9 2013 25 Opening Approved Queries Log tt You have chosen to open Approved Queries Log txt which is Text Document 786 bytes from https stg p20win ct gov What should Firefox do with this file Open with Notepad default ia Save File Do this automatically for files like this from now on TK eres 6 0 Basic Security Monitoring In order to ensure that only approved users are accessing the P20 WIN UI it is recomme
27. ously approved query or to download a query that has previously been approved Note If a data source used in the query is disabled then these actions will not be possible Instead this box will be populated with the message Query disabled Datasource is disabled g Apply action Column used to execute queries and approve them for download Note lf a data source used in the query is disabled then these actions will not be possible Instead this box will be empty P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK QUERY MANAGEMENT CREATE NEW en VIEW EXECUTION SCHEDU LE Approved Queries Click on query name link to view the query Please select action Select action X Go Query Actions Apply Action Click the Required Button E Select All Queries Ajit Test Misc fields output Gopalakrishnan Ajit 2013 08 28 06 35 24 PM Approved _ Disapprove Test Query 2a festins festins oo e Charles 2013 08 16 07 42 44 AM Awaiting Approval Disapprove Query disabled BOR Test 1 0823813 first attempt to see if query process works using Student_Match table only Kiehne Jan 2013 08 28 06 40 01 PM Approved od Datasource is disabled Query disabled BOR test 2 08 28 13 2 tables student and academic summary ConnSCu ID and Enrollment status Kiehne Jan 2013 08 28 06 53 11 PM Approved eae Datasource is disabled i i Query disabled Test CCC Query Testing the CCC Query Build Functionality Murugappan Kumar
28. pan commnetedu Kumar Murugappan 860 493 0279 Connecticut State Colleges amp Universities ConnSCU Information Technology Hartford CT 06105 BORCSU Administrator Reactivate Braden Hosch se0 452 0035 Connecticut State Colleges amp Universities ConnSCU Policy and Research D 9 KMurugappan_cce KMurugappan commnet edu Kumar 860 493 0279 Murugappan Connecticut State Colleges amp Universities ConnSCU Information Technology 4 7 REACTIVATING USERS Disabled accounts can be reactivated at any time To reactivate an account execute the following steps 1 Click on the Admin Tab at the top of any screen which will bring you to the User s screen Scroll down the page to the Disabled Accounts table which is below the Approved Users table 3 Identify the targeted user account in the Disabled Accounts table and click on the reactivate button The user is now reactivated and will immediately be removed from the Disabled Accounts table and appear in the Approved Users table P20 WIN User Manual Version 3 5 9 2013 23 Disabled Accounts ID User Name Eman FirstName LastName Phone Organization Department n 39 Woodland Street z 46 Braden Hosch hoschb ct edu Braden Hosch Braden Hosch 860 493 0235 Connecticut State Colleges amp U
29. pow Wage Records Enabled BoR CCC Information Disabled BOR BoR CSU Information Disabled Install Configuration unFBRE NG Runtime Configuration Tasks Main application needs to be re initialized for changes in Runtime configuration to take effect P20 WIN Application State The disable function changes only how data is retrieved from remote datasources Main application 4 1 1 Disable SDE SDE Student Information abled Dow Dow Wage Records nabled BoR CCC Information Disabled BOR Bor CSU Information Disabled 3 0 Query Workflow Functions Each query that has been saved in the system must go through a three step process query approval query execution and approval for download before the query results are available to the requestor These functions can only be performed by users with Tech Admin accounts All query management functions are found under the Queries tab Query Workflow in P20 WIN UI Performed by P20 WIN Administrator uc _ P20 WIN User Manual Version 3 5 9 2013 I Query Query Results Created by D D D Downloaded Data by Data Requestor Requestor Note this process describes the steps within the P20 WIN Application and does not address the approval of queries by the P20 WIN Data Governance Board Approval must be gained from the Data Governance Board prior to beginning this process 3
30. seersssssssseererssssssseeeressssssseeeersssssssees 15 OV IWA MO Exo 0U on edO eea EEE A 16 EN Ser M aE o E E E E E S E E E E E E 16 Ae Adine ANS C0 e E A R E E 16 4 1 1 Obtaining a Gateway Account eesesssseeeeensssssssseeerssssssssceresssssssseeerrsssssseseerressssssees 16 4 1 2 Creating a P20 WIN Application Account sssseeeeessesssseeeeesssssssseeeerssssssseceresssssssees 17 KANV WA APO U SE aE E E 18 4 3 Editing User Profiles Including Role Changes ccccccccsssssseeeceeeceeeeeeeeeeeeceeeeeaeeeenees 19 dA RCS a SCT PAS SW Or E EEE E E E E E 21 4 3 MIC ACY AUS USCIS estos see ancpasednestosneasensdnetassisasseaadienecesnssaemesncersentneassaadtsenceanaesstaninsccneats 22 4 6 Viewing Disabled User Accounts sssessseeeeressssssseceressssssseccreosssssseccreesssssssecreessssssseeeeeos 23 Bed REA Y n U a E E EE E E E E 23 BS aera ease E E an See katate cn we E E A TE 24 LLEDO MO MELO aoe ceca sensate E E E E E EE ZS 00 Basic SC UTA yy TNC NIN sisene ei so ai r aE r OSESE 26 P20 WIN User Manual Version 3 5 9 2013 2 Revision History Log Description of Revision Author s 11 26 13 1 0 Initial presentation of document Buchanan 1 23 14 1 1 Final version presented to P20 Laurel WIN PLT Buchanan 1 0 Introduction This manual provides step by step instructions for Tech Admins to perform their assigned tasks within the P20 WIN application Only tasks specific to Tech Admin account holder are covered i
31. te sites as well as the ports used to access Tomcat for administration and application purposes The third section displays the version of the database software PostgreSQL installed at the Main site as well as the application access port The fourth section displays the configured availability of the Remote data sources To view system configuration information execute the following steps 1 Click on the Admin tab which will bring you to the Users screen 2 Click on the System Configuration tab to view system configuration USERS ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CONFIGURATION LOG REVIEW P20 WIN Configuration Status Enabled Runtime Configuration VERSION Main application 4 1 1 SDE Student Information 4 1 BOR CCC Information 1 0 BOR CSU Information 1 0 pow DOL Wage Records 11 P20 WIN MAIN APPLICATION SERVER Application Server Tomcat DK jdk1 7 P20 WIN Port 8080 aDwany Port 8033 P20 WIN MAIN DATABASE Database Postgres l Driver org postgresql Driver Port 5432 P20 WIN CONNECTIVITY SDE SDE Student Information Enabled BOR CCC Information Enabled BOR CSU Information Enabled pou DOL Wage Records Enabled bor P20 WIN User Manual Version 3 5 9 2013 5 2 2 SYSTEM MONITORING Information on the status of data sources is available to Tech Admins for real time monitoring Tech Ad
32. the new user at the email address in the user profile with instructions to change the password at first login 4 2 VIEWING APPROVED USERS Approved users accounts can be viewed on the Users screen which is the first tab to the left under the Admin Tab To view users execute the following steps 1 Click on the Admin Tab at the top of any screen which will bring you to the User s screen 2 Approved users are presented in a table at the top of this screen P20 WIN User Manual Version 3 5 9 2013 18 P20 WIN CONNECTICUT S PRESCHOOL THROUGH 20 AND WORKFORCE INFORMATION NETWORK USERS ADD USER REMOTE DATA FIELDS MONITOR SYSTEM SYSTEM CONFIGURATION LOG REVIEW Approved Users Show hide columns User Name First Name Last Name User Groups bn f angali a ag 6 Deactivate Pgawade akazaresearch com Lawrence CHIN Administrator Edit Profile Reset Password Deactivate P oadebo akazaresearch com Joe Smith Data Consumer Edit Profile Reset Password han Deactivate CHIN Administrator Edit Profile Reset Password 9 ming ming ct gov Deactivate BO AGopalakrishnan Ajit Gopalakrishnan ct gov Gopalakrishnan Data Consumer Edit Profile Reset Password Deactivate B1 MRose martin rose ct gov Martin Rose SDE Administrator Edit Profile Reset Password Deactivate B2 CMartie charles martie ct gov Charles Martie ISDE Administrator Edit Profile Reset Password Deactivate B3 DWilliamso
33. viewing what data elements are available to the system and the data element definitions Does not provide access to any actual data See the Common Account Function Manual Build query Selecting data elements from the UI and saving a query See the vV vV vV Common Account Function Manual Review and approve query Viewing the query to verify that it matches specifications in an approved Query Management Document and approve or disapprove the query accordingly See section 4 of this Manual Execute query and schedule for execution Performing the technical step on an approved query that enables an pulls and matches data from the included data sources See section 4 of this Manual Review approve query results for download After execution verifying that the query ran as expected before enabling the query res ults to be downloaded by the approved requestor See section 4 of this Manual Download Query Results Downloading query results of a query that you submitted after approval for download has been received See the Common Account Function Manual Monitor the usage of queries and dataset downloads Viewing status logs which show query status See section 4 of this Manual Enable disable data source Enabling or disabling your agency s data source to make it available or unavailable for query See the Agency Administrator Manual Enable disable the system Enabling or disabling the entire system available to make it available or unavailabl
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