User Access Needed:
To complete the integration, the user will need full admin access in eSchool/Cognos, including access to Report Authoring. If you currently don’t have this access, we’ve attached a PDF that explains how to obtain the necessary permissions.
Log into eSchool/Cognos and launch Cognos from Menu > My eSchoolPlus > Cognos.
After logging in, check your permissions by clicking the plus sign in the bottom-left corner.
If you don’t see both Report and Job, follow the attached document to ensure you can access Report Studio.
Building the Connect Reports
Once your access is confirmed, navigate to Team Content > Student Management System > District Shared > [School Name].
If an Apptegy folder doesn’t exist, create one by clicking the plus sign in the top-right corner of the pop-up window.
Copy the Apptegy Rooms template files to the district folder:
Navigate to Team Content > Student Management System > Shared Data File Reports > Apptegy Rooms.
Click the three dots next to Apptegy Rooms and select Copy or move.
Copy the folder to Team Content > Student Management System > District Shared > [School Name] > Apptegy.
Once in the Apptegy Rooms folder, click the plus sign in the bottom-left corner and select Job.
In the New Job screen, click the black plus sign on the right, navigate back to the Apptegy Rooms files, and select the checkboxes next to the five files.
Click Add Job Steps.
Sending the Connect Exports:
On the Steps screen, click the edit icon for each file and adjust the report settings:
Change the format to CSV.
In the Delivery settings, add Send report by email and click Edit Details.
Remove the user’s email and replace it with the sis+ email from the 1Password you received, if you have not received this information, reach out to Apptegy and it will be given to you.
Important: The To field should only contain the sis+ email. If you want to receive a copy of the email, add your email to the CC field. Adding another email to the To field will prevent the files from reaching our Apptegy server.
Ensure the email body is empty. Below the editing window, uncheck Include Link, check Attach report output, and then click Close.
Save the export by clicking the save icon in the top-left. Save the export in the same folder as the reports and use a name like “Apptegy Connect Classes” or “Apptegy Connect Staff.”
Once saved, click Run Now to manually run the job, and then click Schedule to set a recurring time for the job to run. Finally, click save once more to confirm.