Shopping Sheet

This Settings screen enables you to select the actions to be taken by Installation Manager (e.g., install, uninstall) and to specify the machine name, database, and options of the financial aid Shopping Sheet for Regulatory.

alert Shopping Sheet is typically installed on the Portal server.

In award year 2020-2021 and later, the Shopping Sheet is also referred to as the College Finance Plan.

Set Up the Shopping Sheet

  1. In the Installation menu, click Shopping Sheet. The Shopping Sheet screen for Regulatory is displayed. Closed

    Shopping Sheet Settings

  2. Click Add to add a line to the Settings screen.

  3. Select an appropriate Action. The following Action values are available:

    • None – Performs no action.

    • Install – Performs a fresh installation or upgrade of a component. You can install or upgrade multiple components at same time.

    • Uninstall – Removes all subcomponents on that machine and uninstalls the component from Programs and Features.

    Optional: Click Select All to set the Action field to Install for all components listed on this screen. Click Unselect All to set the Action field to None.

  4. Enter the Machine Name for the component to be installed.

  5. Select the name of a Server. The drop-down list contains the servers and CampusNexus Student databases configured in the Database settings screen.

    Note: Multiple clients can be installed against one server.

  6. Click Options (ellipsis) icon to view and edit the Options form. Closed

    Shopping Sheet Options  

    Shopping Sheet Options Fields
    Field Description
    API Link Select the database and installed system to be used by the Shopping Sheet component.

    — OR — Click Default to use the API server based on the database selected.

    Portal Database Server Specify the name of the SQL server on which the Portal database resides.
    Port Specify the port number for the Portal or accept the default (1433).
    Portal Database Name Specify the name of the Portal database.
    Hostname Specify the hostname for the Portal URL. It will be added to the IIS bindings of main Portal instance.
    Port Number Specify the port number used by the Portal or accept the default (00).
    Certificate Thumbprint The certificate thumbprint from IIS is required for HTTPS connections.

    Copy and paste the thumbprint from Portal into this field, or click Browse to navigate to the IIS Server Certificates to select the thumbprint. Closed

    1. Open Internet Information Services (IIS) Manager and choose the certificate to be used from Server Certificates.

      IIS Manager

    2. Double-click to open the certificate properties.

      Server Certificates

    3. Select Root level and in the Details tab, click the Copy to File… button.

    4. Click Next. Select No, do not export the private key and click Next.

    5. Select DER encoded binary X.509 (.CER) and click Next.

    6. Specify a file path and name (root) to export to and click Next.

    7. Click Finish

  7. Click OK to save changes on the Options form. The form is closed.

  8. Click copy icon to copy a line. Edit the copied line as needed.

  9. Click Delete icon to delete a selected line.

  10. Click Test to ensure the setup for the corresponding line is correct. If a test on a particular line fails, check all associated fields and click Test again.

  11. If all tests pass, click right arrows.