iSynchronize Facility Data

You must synchronize your facility data in the following order: 

  1. Buildings
  2. Room Types
  3. Rooms

The synchronization process does not update existing facility records after they have been imported and linked. For example, if a room’s code, description, or capacity is changed in the SIS after it has been imported and linked, this information is not changed in the EMS database.

Synchronize Buildings

When you synchronize buildings, the values for Building Code and Description in the SIS are used for any new buildings that are configured in your EMS database. You can edit these values if needed in EMS.

  1. On the EMS Academic Planning menu bar, click Academic Planning > Configuration > Synchronize Buildings.

    The EMS Academic Planning Building window opens.

  2. Set the status of the imported buildings (New - Auto Matched, Matched, Create, or Do Not Import) as described in Facility data synchronization. A window opens that requires you to select a time zone for the referenced buildings.
  3. Select the correct time zone, and then click Close.
  4. Click Process

    A success message opens.

  5. Click OK.
  6. To close the window, click Cancel or Close (x).

Synchronize Room Types

  1. On the EMS Academic Planning menu bar, click Academic Planning > Configuration > Synchronize Room Types

    The EMS Academic Planning Room Types window opens.

  2. Set the status of the imported room types (New - Auto Matched, Matched, Create, or Do Not Import) as described in Facility data synchronization.
  3. Click Process

    A success message opens.

  4. Click OK.
  5. To close the window, click Cancel or Close (x).

After you synchronize the room types, you can edit the names in Configure Room Types.

Synchronize Rooms

Before you can synchronize room data, at least one setup type must be configured in your EMS database (for example, academic setup), or the synchronization process cannot correctly import the room capacity. Configure a setup type, or confirm that one already has been configured in your EMS database. After you configure or confirm this setup type, set the value for the following EMS system parameter (Area: Campus, Description: Default Setup Type) to this setup type.

  1. On the EMS Academic Planning menu bar, click Academic Planning > Configuration > Synchronize Rooms

    The EMS Academic Planning Rooms window opens.

  2. Set the status of the imported rooms (New - Auto Matched, Matched, Create, or Do Not Import) as described in Facility data synchronization.
  3. Click Process

    A success message opens.

  4. Click OK.

    The EMS Academic Planning Rooms window opens.

  5. To close the window, click Cancel or Close (x).

After you synchronize the rooms, you can edit the names.