How do I schedule a new year rollover for a Canvas Aeries integration?
As an admin, you can schedule Canvas Aeries integration rollovers at the account level. You can schedule data set rollovers (most commonly during the summer) that automatically pause and resume schedules around end-of-year processes in Aeries.
Open Account
In Global Navigation, click the Admin link [1], then click the name of the account [2].
Open SIS Integration
In the Account Navigation menu, click the SIS Integration link.
Open Utilities
In the SIS Integration page, click the Utilities tab.
Note: If you do not see the Utilities tab, there may be no sync jobs run within the past week, or you are using an integration for which utilities are not yet supported.
View Rollover Dates
View the Rollover Dates section.
Add New Rollover
To add a new rollover date, click the Add New button.
Enter Rollover Name
Enter a rollover name in the Rollover Name field.
Select Sync Pause Date
To select a date to pause the data sync, click the Sync Pause Date Calendar icon [1], and select a date [2]. The date displays in the Sync Pause Date field [3].
Select Sync Resume Date
To select a date to end the pause, click the Sync Resume Date Calendar icon [1], and select a date [2]. The date displays in the Sync Resume Date field [3].
Select Schedules
To select schedules affected by the rollover, click one or more schedule checkboxes.
Add Rollover
Click the Add button.
View Rollovers
The Rollover Dates page displays the rollover name [1], the name of the user who last updated the rollover [2], the sync pause date [3], the sync resume date [4], and a rollover status [5].
Available rollover status values are upcoming, ongoing, and completed.
Manage Rollover
To make changes to a rollover, click the Edit icon [1].
To delete a rollover, click the Delete button [2].
