FinAid – How to use screen scraping with INow Printer

Background

Documents located in personal computers can be sent directly to the system and indexed when using INow Printer. Financial Aid Processors can use this functionality called screen scraping, which will automatically screen scrape data from the BCS’ View Packaging Status Summary page, this way, Processors don’t need to type data such as SID or student name as part of the indexing process. This kb article describes the process users should apply when using the new INow Printer screen scraping functionality.

Assumptions

• User knows how to use the previously installed INow printer capture profile
• User is part of the FinAid_SIS_Processors group
• Users’ computers have been installed with the respective capture profiles
• A respective Processor SubQueue has been created for the user, if it has not, the process is slightly different (only the first time), please submit a ticket requesting the creation of the new subqueue
• Users have proper access to the View Packaging Status Summary page in BCS
• BCS is accessed through IE which is open in regular mode, not in private mode.
  1. Note that for some users IE can be accessed only through Edge, or Edge  looks very similar to IE. To open BCS through IE:
  2. Open Edge, it's icon looks very similar to IE, 

• 3. Enter BCS url and click enter
  4. Before logging into BCS on Edge click on the three dots on the right top corner
  5. On the menu that appears below click on Open with Internet Explorer and click
  6. Log into BCS on IE

 

Resolution

1. Log into BCS Prod as you usually do and navigate to View Packaging Status Summary
2. Open a valid student record
3. Log into INow Prod as you usually do
4. On the toolbar click on the Applications drop-down list.
5. Scroll down till you find the app plan called "F_Index Screen Scraping".
6. Open your document and send it to the INow printer by going to File/Print, choose ImageNow Printer. Click on Print
7. The ImageNow Print dialog box opens in the Toolbar. Click on the Capture Profile drop down and choose “F_Index Student Docs”. Click OK
8. After some seconds, the newly uploaded document will appear in the Perceptive Content Viewer
9. SID, Student Name and Aid Year from BCS should be copied into the index values
10. Save this document
11. Go to your Processor sub queue, the newly uploaded and indexed document should be there