Canvas Guides (English)SIS GuidesAeriesAdmin GuidesHow do I schedule a new year rollover for a Canvas Aeries integration?

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

Open Account

In Global Navigation, click the Admin link [1], then click the name of the account [2].

Open SIS Integration

Open SIS Integration

In the Account Navigation menu, click the SIS Integration link.

Open Utilities

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 Rollover Dates

View the Rollover Dates section.

Add New Rollover

Add New Rollover

To add a new rollover date, click the Add New button.

Enter Rollover Name

Enter Rollover Name

Enter a rollover name in the Rollover Name field.

Select Sync Pause Date

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

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

Select Schedules

To select schedules affected by the rollover, click one or more schedule checkboxes.

Add Rollover

Add Rollover

Click the Add button.

View Rollovers

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

Manage Rollovers

To make changes to a rollover, click the Edit icon [1].

To delete a rollover, click the Delete button [2].