Overview

Basic Settings 

Settings in Aeries 

Custom Text 

Add Custom Text and Translations 

Documents 

Online Documents 

Questions and Codes 

Portal Access Customization 

Contact Codes 

General Student Information 

Supplemental Questions 

Admin Users 

School Settings 

Document Upload 

Add District Logo 


Overview

The Aeries Online Enrollment Admin Login provides various options that can be customized, allowing Districts to tailor the presentation of Enrollment information to be completed by Parents.


To configure the Aeries Enrollment System Settings login to the Admin page.


Online enrollment Admin login


The System Settings area has five configuration tabs; Basic Settings, Custom Text, Questions & Codes, Admin Users, and School Settings. and Document Upload.  Translations are supported on the Custom Text and Questions & Codes area. 

NOTE: The settings in the screenshots below are examples.


Admin settings tabs



Basic Settings

On the Basic Settings tab the Enrollment process is configured, such as which pages and languages are shown to the Parent, and connection and email settings. After any changes are made, click on the Save All Basic Settings button at the bottom of the page.


Top portion of the basic settings tab

  • Current Enrollment Year– The CURRENT school year.
  • Pre-Enrollment – Enable or Disable Pre-Enrollment. If enabled it allows parents to be able to pre-enroll for the next school year.
  • Enrollment Age limits - A minimum and maximum age can be defined for enrollments. Age is calculated from the Birthdate the Parent enters. If the age is outside of the set range an alert displays and the enrollment stops.
  • District Name – The name of the School District. This text is shown on the Login page. Ex: Eagle Unified School District.
  • Street Validation –Options are None, Street Table, or DecisionInsite.
    • If set to Street Table  the Street table (STR) is used for School assignments based on the Student Resident Address (STU.RAD). It requires a populated and maintained STR table in Aeries.
    • If set to use DecisionInsite, that is used to validate the street address and show School assignment. 
      • Note: The option to use DecisionInsite only appears in the list to select if the option to “Use DecisionInsite for Street Validation” has been enabled in the Aeries Web.



Optional fields section


  • Ask for Preferred School? – If set to Yes allows the Parent to select a Preferred School that exists within the LOC table.
  • Ask for Student email? - If set to Yes the Student email is required.
  • Ask for US Enter Date? - If set to Yes displays the question "What is the Student US Entry Date?". If set to No this question is hidden and the first question displayed is "What is the student's US School entry date?"
  • Ask for US Pre-School Enter Date? - Yes/No
  • Ask for Special Ed? - Whether to ask if a Student was previously Special Education at their last school on the Other District Enrollments page.
  • Ask for US School Enter Date? - Yes/No
  • Ask for CA School Enter Date? - Yes/No. Setting this to No also hides the question "Has your student previously attended a school in this district?".
  • Ask for birth place? - Yes/No. When set to No the Birth city, State, and Birth Country fields are hidden.
  • Show Signature line on Confirmation page? - Yes/No
  • Ask for 504? Whether to ask if a Student was previously on a 504 plan at their last school on the Other District Enrollments page.



Optional pages section


Optional Pages – Options are available to Show, Skip, Show (Optional) or Show (Required)  for certain pages in Aeries Online Enrollment during the enrollment process. 

  • Show – Display the page to the parent during the enrollment process.
  • Skip – Hide the page during the enrollment process.
  • Show (Optional) - Display the page during the enrollment process but not require the page be completed.
  • Show (Required) - Display the page during the enrollment process and require the page be completed.


NOTE: If no selection of Show or Skip is made, the page defaults to display.


 

Language choices

Language Choices – Select which languages to make available to Parents. English is the default language and remains selected. The Language Choices selected display on the login page. 


The majority of translations pulls from the COD table in Aeries Web. Before enabling a language, ensure all of the Codes and Questions are translated. The Family Military Survey and the Residence Survey use the translations from Portal Options according to the School the Parent is enrolling for.



Login page showing language choices


The selected Language Choices also display in the top right menu on the Enrollment pages.  These language links can be used to switch from one language to another after a new Student enrollment has been added to the system. These links can be helpful to a person who may have started an enrollment using a language they are not as familiar with and allow them to switch to a language they are more familiar with to complete the enrollment process.


Language choices in drop down menu



Grade Choices – Select which grade levels the Parents can choose from. The Grade Level descriptions pull from the Define Student Grade Levels form in Aeries. 


Grade level options



The lower portion of the Basic Settings tab consists of configuration settings which must be populated correctly in order for the synchronization between Aeries Online Enrollment and Aeries to function.


Email and synchronization settings


From Name – The Name used when Aeries Online Enrollment sends emails to confirm new accounts. Ex: EUSD Online Enrollment.  

From Address –   The From email address that is used for Aeries Online Enrollment emails. Ex: johndoe@example.com

Email Server Host Name – The SMTP server that Aeries Online Enrollment uses to send emails.

Email Server Host Port  – The TCP port Aeries Online Enrollment uses when sending emails. It is usually 25.

Enable SSL – When this option is selected, all outgoing mail is encrypted with SSL. This option works on an email server set up to receive SSL and TLS encrypted emails such as Gmail.

Email Server User –  This is optional. Username used to authenticate to the SMTP server.

Email Server Password  – This is optional. Password used to authenticate to the SMTP server.

Test Sending Email  – After entering all email server settings and clicking on the Save button at bottom of page, a test email can then be sent.

Support Email Address  –  Currently this field is not used, however it can be populated with the email address a Parent would contact for help with the enrollment process should it be used in the future.

Code  – The common code used by Aeries Online Enrollment and Aeries that enables the Sync web service to function. Click on the Generate Random Code button to generate the code. This same code then needs to be populated on the District School Options page. This is CASE-Sensitive!

Base URL  – The base URL of the Aeries Online Enrollment website. HTTPS is required. This URL is also used as a link in emails . This URL also needs to be populated on the District School Options page.

Google Maps - If set to Yes it enables the use of Google Maps in the enrollment process. This displays a Google map of the School after the School is selected or assigned.  A Google API key is not required.


Use Google maps option


Database Connections - This area shows the Online Enrollment Database name and the Aeries Database name being used for the Enrollment process. 


Database Connections

 

After any changes are made, click Save All Basic Settings button at the bottom of the page. 



Settings in Aeries

Once you have populated the Code and Base URL on the Aeries Online Enrollment System Settings, Basics Settings tab, you need to sync Aeries Online Enrollment with the Aeries school database.


From the District level School Options page. The District Options area displays two Online Enrollment Settings fields: Synchronization Key and Base AIR URL.


District School Options Online Enrollment Settings


The Synchronization Key Code and the Base URL need to be populated with the same Sync Code and Base URL that was populated in the Aeries Online Enrollment Admin System Settings Basic Settings tab.


Custom Text

The Custom Text tab allows a District to define what text is displayed to the Parent when using Aeries Online Enrollment to enroll a Student. The Custom Text supports translations for each language selected on the Basic Settings tab.  This text usually consists of instructions to Parents and explanations of different options available


The Custom Text area boxes have Rich Text Editor capabilities to add hyperlinks, images and formatting options for font and background colors.


Custom Text tab


With these editing capabilities, text can be highlighted with a color or bold font.


Rich text Editor for custom text example of highlighted text


The applied formatting displays to the Parent when enrolling a Student.


Highlighted text displayed to parent


Each Custom text box heading has it’s own Save button which can be used to Save the text for that page. When the Text is Saved, a message displays indicating that the text entered for that box has been saved.


Custom text saved confirmation message


The Save All Custom Text button at the bottom of the page can be used to save all text for all Custom Text boxes. After the Save All Custom Text button is clicked on, a green message displays confirming the Save.


Custom text saved confirmation


When using the Save All Custom Text button a progress bar displays when the Custom Text tab is refreshed with the newly saved changes.


Custom Text tab refresh progress bar


The Custom Text boxes each have a Reset button. The reset button can be used to set an individual custom text box back to the default system text if available. NOTE: When using a Reset button, it also removes the translations for that specific Custom Text box.


Each Custom Text box has a Preview button that allows the Admin to quickly preview the appearance of the Custom Text on the page. Preview is done for each Custom Text box and language individually.


Preview Mode for Custom text


Add Custom Text and Translations

 Select a language from the dropdown list to view, edit or add custom text.


Custom Text language selection menu


After selecting a language, some Custom Text boxes displays a default system text. This text can be used by the District or modified and replaced with District text.


Default custom text



To add translated text for a language, select the language from the language dropdown at the top of the page and then type the translated text into the corresponding text box.


Translated text copied into custom text editor


After any custom text is entered for a text box, click the mouse on the individual textbox Save button or on the Save All Custom Text button at the bottom of the page.


When adding or translating custom text for a language other than English, a Show English option displays above the custom text boxes.


Show English link to read English text while translating


Clicking on the Show English option displays the English custom text for that text box. The English displays for reference in read-only mode.


Show English link expanded


To stop showing English, click on the Hide English link. This hides the English text box and only display the text box for the language being customized.


After any custom text is entered for a text box, click the mouse on the individual text box Save button or on the Save All Custom Text button at the bottom of the page.

 

The Home page custom text displays as welcome text on the Aeries Online Enrollment home page. The text displayed depends on the custom text entered by the district and the language the Parent selected to view in Aeries Online Enrollment.


Documents

Documents can be displayed for Parents to view and print during the enrollment process. Documents viewed by the Parent are logged in the DCL table in the AeriesRegistration database. If an enrollment containing documents viewed is imported into Aeries, a corresponding Document Confirmation (DCL) record is also added..


Documents used for Online Enrollment are shared with those used in the Parent Data Confirmation process. Documents need to be uploaded through the Portal Documents page.  


Navigate to School Info > Portal Management > Portal Documents.


TablePermissionDescription
Portal OptionsRead, Insert, UpdateView, Add and Edit documents



Portal Documents page

To add a document to the Documents area, click Add Document. A File Upload area displays to select the file you wish to upload. After your file has been uploaded, the File Name be populated with the name of your document. Type a title in the Title field.  To display the document for Online Enrollment, check the Online Enrollment option for the document. 


Add and Edit documents form

Confirmation Type -  

This allows different documents to be displayed for Students enrolling for this year versus next year particularly in Online Enrollment.

Required - Require Parents to view the Document.

Confirmation Text - Used to display text to the Parents alongside the confirmation checkbox. Examples of text include "I have read the required document" or "The student and parent agree to this document". This text is set up in the Update Code Table form DCV.CT field. Translations may also be set up in the code table.

Save - Saves this document but leaves the form open to add another one.

Save and Close - Saves this document and closes the form.

Clear Changes- Reverts back to previous settings.


Visibility button (eye icon) - Display document to Grade Levels and Schools.  For example, a document can be displayed only to 7th grade students at the Middle Schools. Select the Grades and Schools desired on the two tabs. 

Visibility Icon


School and Grade level selection form


After saving, the page now displays what Schools and Grades the document is associated with.


NOTE: For Districts that allow enrollment in Programs, a new grade level 99 has to be added to the COD table so it appears in the Grades tab and can be selected so the Documents show up during enrollment.  This SQL inserts the grade level. The DE Description 'Online  Enrollment Program'  can  be changed to the name of your Program.


INSERT COD (SC,TC,FC,CD,DE,AC)

SELECT 0,'STU','GR',99,'Online Enrollment Program',99

SQL for inserting a program into the Grade levels


Documents may be updated or deleted as needed, however if a document has already been viewed or signed by a parent online, the document should not be deleted. If it is deleted, all references in the Document Confirmation Log is also removed. Instead, the document's visibility to schools and grades should be removed. Newer versions of documents may be uploaded by clicking the Edit icon and uploading a new document.


Documents also support multiple languages. To upload a version of the same document in a different language, click the Edit button for that document, and select the language from the dropdown, and then upload the document. The document in another language can have a specific Title, Filename, and Comments in that language. All other settings are shared with all languages.


Document language selector


Documents may be re-ordered by utilizing the drag icon.


Sort icon



Groups may be established to separate the documents into multiple groups. This text for these groups is set up in the Update Code Table form DCV.FG field. Translations may be set up in the code table as well. Once the group is created in the code table, document can be dragged into that group. This visually separates them for the parents. Examples of group names include "Required Documents" and "Optional Documents".


Groups to separate documents


There is a language dropdown at the very top of the page. This is an alternate way to work with multiple languages. Selecting a different language restricts all changes made to be in that particular language.


Portal  Documents page language selector


Online Documents

For Districts that prefer to use a separate Document Management System and only show links in Online Enrollment for the Parents to click on, this can be accomplished by placing the links in a document and saving the document as a .config file.  

Note: the .config extension needs to be added to the Allowed Files list on District Settings


example of a hyperlink saved as a .config file


Upload this as a New Document


Uploading a .config file as a document


When Parents click on the document they are taken to the URL in the .config file and the document name appears in the Document Download/Confirmation Log.


.config file displayed as document on the Portal Documents page




Questions and Codes

The Authorization Codes in Aeries Online Enrollment map to the Authorization Status field in Aeries (AUT.ST).


Yes Option Aeries Code – This is usually set to 1

No Option Aeries Code – This is usually set to 2


Authorization Codes setup


NOTE: Authorization Codes and Questions must be entered under the English language option on the Questions & Codes tab. The Authorization Questions entered under English apply to all languages but can only be added and modified under English.


The Authorization Question codes map to the Authorization Code field (AUT.CD) in Aeries. The values entered in the Code fields and the text entered in the Question field in must match what is in the Aeries code table for AUT.CD.


To add a new Authorization code, type an authorization code and description and then click on Add

To delete an Authorization Question, click the mouse on the Delete button to the right of the question.


Adding Authorization questions


NOTE: If an enabled code is deleted from the COD table in Aeries, it is not automatically delete from the Aeries Online Enrollment Admin Questions and Codes area. The code has to be removed by clicking on the delete button next to the appropriate code.


Translations can be added for the Authorization Questions by choosing another language from the drop down:


translated text fields


If the responses are in a Dropdown, you can add translations by clicking on Edit Choices

Edit button for translating answers

Translation fields



If a minimum and maximum age limit have been set in the Basic Settings area a custom message can be added to display during the enrollment process if an invalid age has been entered. 

Age limit error message


The Contact area has three settings and allows for the customization and translation of the “Allow Portal Access” question.


Contact questions area


Ask Allow Portal Access – If set to Yes, ask “Allow Portal Access” on the Contacts page. It requires an email address be entered for the contacts that are set to Yes.

Ask Should a second copy of mail be sent to this contact – If set to Yes, ask for Mail Tag information on a Contact. This field maps to CON.MT in Aeries.

Ask Parent Education Level – Enable/Disables asking for Parent Education Level for the Parent/Guardian Contacts.

Emergency Contacts Ask For Email – If set to Yes, ask for the email address of emergency contacts. If set to No, it does not ask for email address of Emergency Contacts and disables asking if the Emergency Contact should have Portal access.


Portal Access Customization

To customize the Header field text for the Allow Access To Portal question, type in the desired text in the Header text field and then click the mouse on the Save All Questions & Codes button at the bottom of the page.


Header text customization


NOTE: If this field is left blank, the default system text of “Allow Access To Portal” displays to Parents. 


The Help text which displays when the mouse hovers over the question mark icon next to this question can also be customized by adding the desired text in the Help text box.


Help text


Contact Codes

NOTE: The Contact Codes and Relationship Codes are configured under the English language option, but translations apply when the Parent is logged in.


The Contact Code values map to the CON.CD field in Aeries. The codes that are entered must match what is in the Aeries Code Table for CON.CD.


Contact Codes


The Contact Relationship Codes area has a dropdown where you can select which codes are available to be used in Aeries Online Enrollment. The values from the drop down list come from the Aeries Code Table for CON.RL.


In order to make a code available for Aeries Online Enrollment users, select from the list and click Add. Use Delete to remove a Code.


Contact Relationship code selection


NOTE: If an enabled Contact Relationship code is marked as Inactive or deleted from the Code table in Aeries, it no longer displays to the Parent, but continues to appear in the Settings.

 

General Student Information

The General Student Information area has four settings.


General Student Information area


Ask Student’s State ID – Enable/Disables asking for the Student’s State ID.

Require Ethnicity – Enable/Disables requiring a value be entered for the ethnicity of the student. The question still displays to the Parent.

Require Race – Enable/Disables requiring selecting the race of the student. The question still displays to the Parent. 


Supplemental Questions

Supplemental Questions can be added for users to answer. Each question is mapped to a destination table and field in Aeries. The current destination tables are STU and SUP.  The codes that are entered must match what is in the Aeries Code Table for the corresponding STU or SUP field.

 

NOTE: If an enabled code is deleted from the COD table in Aeries, it is not automatically deleted from the Admin Questions and Codes area. The code can be removed by clicking on the Delete button next to the appropriate code.


To have the system ask Supplemental Questions, set the Ask Supplemental Questions field to Yes.


If Filter by Questions is set to enabled, it allows the filtering of the Supplemental Questions in the Administration View that are currently enabled. If you select the Disabled radio button, questions that were previously entered but were disabled from being currently used are shown


Supplemental Questions options


To add a Supplemental Question, click on the Table drop down and select either STU or SUP

  • Field- The field you would like the response to populate.
  • Question - Type in the Supplemental Question you would like to ask.
  • Type -YesNo or Dropdown
  • YesNo option requires a Yes or No response to the question.
  • Dropdown - Multiple choice response to be selected. After choosing Dropdown from the Type field, click your mouse on the Add button. An Edit Choices link now displays.


Edit choices link



Click on Edit Choices button to add in Codes  for the user to select. The Codes and descriptions that are entered must match what is in the Aeries Code Table (COD) for the specified table and field.


Type in the Code and description and then click on the Add button.


Code and description entry for multiple choice questions



Once your Supplemental Questions are entered, you can use the blue commands to the right of the question to do the following:

  • Up/Down – Change the order of the questions asked.
  • Edit – Edit the question. Question Type cannot be edited. Delete and re add the question.
  • Disable – Disable the question. This option is useful to “retire” a question that is no longer in use but that have existing enrollments that reference the question.
  • Delete – Deletes the question. Questions cannot be deleted if they are referenced in an enrollment.


After you make your selection click on the Save All Questions and Codes button.



Admin Users

The Admin Users area is where you can create additional Administrator logins for the Online Enrollment configuration.


Admin Users tab


To add a new Admin user, type the username in the box and then click Add button.


Adding a new admin user


NOTE: All new administrator logins default to the password “changeme”. The first time the new Admin account logs into the Admin module with the “changeme” password, they must set a new password.


After a user name has been created, it shows under the Admin Users tab. There is an Edit and Delete option next to it.


School Settings

The School Settings tab is used to designate which Schools are available for Parents to select for enrollment. The available schools in the Select School to Add drop down list come from the LOC table.


Online Enrollment allows for enrollment into Schools and Programs

A School is a typical school in Aeries with a fixed grade range.  

A Program is non-grade specific. If Programs are enabled they appear as available options in the early stage of enrollment. 

When enrolling, users have the option of enrolling a Student for either a Grade or a program. Programs are optional and are not required to be configured for Aeries Online Enrollment.

School Settings tab

 

To add a School, under the Schools Enabled For Enrollment area, click on the Select School to Add drop down list and select a school. 


School selection list


Once a school is selected you can provide an Email address that Online Enrollment uses to send an email notification when a Parent completes an enrollment. The email notification is dependent on the email settings being configured correctly on the Basic Settings tab.  Multiple comma-separated emails may be entered, but no space between addresses.


Email address for recipients of enrollment notifications


Once a School has been enabled, it can be removed using the Delete button. If deleted, the only way to enable the school again is to re-add it.


To add a Program, follow the same steps above for adding a School. If a Program is defined, it shows as a School name choice for the Parent instead of a Grade level. In addition, it also bypasses any Street validation and allows the Parent to enter any address. Additionally, the Grade level is defined as Grade 99. Note: See Documents step above for steps to ensure enrollment Documents are visible to these enrollments.


Program showing up as a Grade Level choice


Document Upload

The Document Upload tab is to configure the Categories of documents you want the Parent to provide during the enrollment process.


Document Upload tab 


The Allowed File Types is used to prevent Parents from uploading unwanted file types. Only files IN this list can be uploaded.  You may add more file types using the .xxx format separated by commas.  Max file size is 4mb, otherwise the file upload fails for the Parent.


Note: if the file uploaded is a HEIC or HEIF file (default iPhone picture format) it is automatically converted to .jpg format

Allowed file types list



The File Requests section is where you define the Files you would like Parents to provide.  

File requests section


  • Category/Subcategory are defined in Update Code Table > DOC.CT and DOC.SCT.  These categories have no effect on the page display to the Parent and do not organize the Documents in any way.  They are fields that are imported into the Category and Subcategory fields in Student Documents.  See the Student Documents for more information
  • Required prevents the Parent from continuing unless a document is provided.  Parents may upload multiple Documents per Request.  
  • Security Area defines the table to which Users need at least Read permissions to be able to view those Documents in Student Documents.  See the Student Documents for more information
  • Title is what displays to Parents as the type of document requested.  
  • Description can be used to give instructions to Parents, such as "For Proof of Residency you may upload a Utility Bill, Cable Service Bill, Lease or other Document that verifies your Residence Address".
  • Up and Down links allow you to change the order in which File Requests are displayed to the Parents
  • Edit allows changes to the Document Request


Up Down and Edit links


Parent view of document uploads



Translations can be added by using the Language dropdown at the upper right 


Language selector for adding translations



Click on the Edit link to add a translation and Save.

Edit link to add translations



Add District Logo

Aeries Online Enrollment allows for a District Logo to be added that displays on the right-hand side of the enrollment pages.


A virtual directory needs to be created to store the District Logo. This folder should reside outside of the main Online Enrollment folder that contains the website. This setup makes upgrading to new versions of Online Enrollment easier as any custom images reside outside of the application folder. 

The first step is to create an App Settings folder. The default location is c:\AppSettings. Once the folder is created, you can copy the logo into this folder.


The District Logo should be 80 x 80 pixels and should be in PNG format. It should be named DistrictLogo.PNG. The logo should contain an alpha transparency background for optimal display. If it does not support a transparent background, double check to see how it displays in Online Enrollment prior to use. Some color adjustments may be necessary for optimal display.


Once the District Logo is copied into this folder, open Internet Information Services and right click the folder where Online Enrollment is installed and select Add Virtual Directory. Enter AppSettings as the alias. In the physical path folder, select the folder you created (c:\AppSettings) and click OK.