1. How do I manage configuration workbooks?
  2. Overview of Configuration Workbooks

1Overview of Configuration Workbooks

Setting up your instance of Student Financial Aid (SFA) is largely done through the management of Configuration Workbooks. To update your Configuration, Oracle recommends:

  • Download your current Configuration. This download is a compressed file containing every .csv and Groovy script that makes up your institution's latest Configuration.
  • Making changes to the Workbook Comma-Separated Value (CSV) files and Groovy scripts, as needed.
  • Upload the entire updated Configuration back into your environment.

This automatically enforces the correct file loading hierarchy.

If you want to upload partial updates, you must follow the prescribed hierarchy and dependencies.

For example, if you want a new document to clear a particular ISIR C-Code, update the Document and Document Metadata Workbooks files before you update the ISIR C Code Workbook to reference the new document. When uploading only the files needed to clear the particular ISIR C-Code, upload the Document and Document Metadata files before you upload the ISIR C Code file.

Note:

  • If the Configuration files change structure from one release to the next, the structure is automatically updated when you download the current Configuration.

  • It’s important to look at updates to Baseline Configuration in the release notes to determine how you may want to implement the new Configuration for your institution; for example, new fields.