Roster - Batch Enroll
Online Documentation ANGEL 7.2 > Manage Tab > Roster - Batch Enroll
The Batch Enrollment tool provides the course editor with an easy to use wizard interface to batch create new user accounts and to batch enroll new and existing users into existing courses and groups.
To access the Batch Enroll wizard, log into your ANGEL course, click the Manage tab, click the Roster hyperlink (located under Course Management), and click the Batch Enroll hyperlink (located in the Roster Editor toolbar). The Batch Enrollment wizard appears. The batch process involves the following steps:
- Upload the file
- Step 1: File Format
- Step 2: File Preview
- Step 3: Column Mappings
- Account Settings
- Enrollment Settings
- Profile Settings
- Step 4: Default Field Values
- Step 5: Account Synchronization
- Step 6: Final Review
- Batch Enrollment Results
| Field Name | Description |
| Filename | The batch process requires the import of a text file of your user
account and/or course enrollment data in comma delimited (.txt) or
tab delimited (.csv) format. CSV files created on the Mac need to be saved in “Windows” or “MS DOS” format through the editor they are created with on the Mac. |
| Format | At the end of the batch steps, you have an opportunity to save your settings which appear in the Format drop-down menu for future use. |
To upload a file:
- Type a file name or click the Browse button to browse your computer for your enrollment file. The Choose File dialog box appears.
- Locate your file on your computer and click the Open button.
- Once your file name appears in the Filename textbox, click the Upload button. The Step 1: File Format page appears.
| Field Name | Description |
| Delimiter | The type of delimiter the batch file uses to separate data values. |
| File contains Quoted values | Data values in a batch file that have quotes around them. |
| First row contains column labels | The batch file begins with column headers (labels) and the student and/or course data does not begin until the second line. |
To complete Step 1:
- Select the type of delimiter the batch file uses to separate data values. If your batch file uses a delimiter symbol other than a comma or a tab, select Other, and enter the proper symbol in the corresponding textbox.
- Select the file contains quoted values checkbox if your file contains quoted values.
- Select the first row contains column labels checkbox if the first row of your file contains column labels.
- Click the Continue button. The Step 2: File Preview screen appears.
In Step 2, the first few records in the file are displayed as defined by the settings you selected in Step 1.
To complete Step 2:
- Review the data to ensure it appears to be logically ordered. If you notice inconsistencies, click the Back button to change your settings.
- Click the Continue button. The Step 3: Column Mappings screen appears.
In this step, you map your data to specific ANGEL account or enrollment variables. Within each ANGEL account or enrollment drop-down menu, ANGEL displays all of your data values for the first record of your batch file.
| Field Name | Description |
| Account ID | The Account ID field determines the unique student ID or user ID ANGEL uses to identify the new user. Account ID values must be unique within the ANGEL system. Account IDs should be comprised of alpha-numeric characters (100 character limit) and may include underscore, dash, period, and @ special characters. Avoid using other special characters. Ensure Account IDs do not have leading or trailing spaces. |
| First and Last Name | The First Name and Last Name fields accept any character string (special characters included) up to 50 characters. |
| The Email field accepts any character string (special characters included) up to 255 characters. | |
| Username | The Username field determines the unique username the new user uses
to log into the system. Username values must be unique within the ANGEL
system. Usernames should be comprised of alpha-numeric characters (100 character limit) and may include underscore, dash, period, and @ special characters. Avoid using other special characters. Ensure Usernames do not have leading or trailing spaces or apostrophes. |
| Password | The Password field determines the user’s initial password. Passwords may be comprised of any character string (special characters included) up to 15 characters in length. |
| Account Rights | The Account Rights field accepts any binary value between 1 and 64 - a value of 1 providing the lowest permission level (General) and a value of 64 providing the highest permission level (System Administrator). For more information on individual account rights levels, see the User Account Manager section of this document. |
| Account Status | The Account Status field indicates the status of the account. A value of 0 indicates Active, 1 indicates Disabled, and 2 indicates Expired. |
| Authentication | The Authentication field indicates whether the account is an internal ANGEL account or an external account such as an NT domain account or POP account. For ANGEL internal accounts the field should be set to a value of “1”. For all other account types the field should be set to a value of “0”. |
| Account Expiration | If a value is specified, the Account Expiration field determines the date on which the user account expires. This field accepts any SQL-supported date value (i.e. 4/31/2005 or 4-31-2005). |
| Phone | The Phone field accepts any character string (special characters included) up to 25 characters. |
| Photo URL | The Photo URL field accepts any character string (special characters included) up to 255 characters. Provide a fully qualified URL or path. |
Enrollment Settings determine course or group level settings for new enrollments only and does not update existing enrollments or create new courses or groups. For more information regarding updating existing user accounts or enrollments, or batch course creation, refer to the section of this document titled Text Import Tool section.
| Field Name | Description |
| Course/Group ID | The value mapped to the Course/Group ID field (if provided) determines
the course the user is enrolled into. Course/Group IDs should be comprised of alpha-numeric characters (100 character limit) and may include underscore, dash, period, and @ special characters. Avoid using other special characters. Ensure Course/Group IDs do not have leading or trailing spaces. |
| Course/Group Rights | The value mapped to the Course/Group Rights field (if provided) determines
a unique rights level in each course a user is enrolled into. The Course/Group Rights field accepts any binary value between 1 and 64 - a value of 1 providing the lowest permission level (Guest) and a value of 64 providing the highest permission level (Course/Group Administrator). These available rights levels are listed below:
|
| Title | The value mapped to the Title field determines the user’s title within the course (e.g. Student, Instructor, etc.). The Title field accepts any character string up to 50 characters. |
| Team | The Team field determines the user’s team association within the course or group. This field accepts any string value up to 100 characters. |
| Hidden | The value mapped to the Hidden field determines whether the user is hidden or visible on the course roster. The Hidden field accepts a bit value of 0 or 1 (a value of 0 for visible and a value of 1 for hidden). |
| Locked | The value mapped to the Locked field determines whether the user is locked in the course roster. Locked user accounts are not removed from the course roster during drop/add updates to the course roster. The Locked field accepts a bit value of 0 or 1 (a value of 0 for unlocked and a value of 1 for locked). |
| Disabled | The value mapped to the Disabled field determines whether the user is disabled from viewing the course, but still part of the course roster. The Disabled field accepts a bit value of 0 or 1 (a value of 0 for active and a value of 1 for disabled). The Disabled setting is useful in temporarily restricting student access to the course for reasons such as non-payment. |
| Status Code | The Status Code field provides an administrator-definable field commonly used to record the user’s status within a course. ANGEL does not use this value in any manner other than to store the value with other enrollment values. The Status Code field accepts integer values between 0 and approximately 32,000. |
| Billing ID | The Billing ID field provides an administrator-definable field commonly used to record the user’s Billing ID for a course. ANGEL does not use this value in any manner other than to store the value with other enrollment values. The Billing ID field accepts any character string up to 100 characters. |
| Enrollment Action | The Enrollment Action field determines what action should be taken on this record. A value of 1 indicates Add and 0 indicates a Drop. |
Profile Settings and Profile Viewable By Settings
Profile settings allow you to complete user profile information (if available) for new users and does not update existing profile information. All the viewable by settings can also be completed.
To complete step 3:
- Select the items that correspond to the correct Field Name from the Column drop-down list.
- Using Account ID, Username, Password, First Name, and Last Name are required when using the Batch Enroll Tool.
- Click the Continue button. The Step 4: Default Field Values page appears.
The settings you provide in this step determine the default field values to be used for each account that does not provide field values. All field descriptions are listed in the Field Name and Description tables in Step 3.
| The Account Group field allows you to associate all newly created accounts with a particular account group. For information regarding implementing account groups, refer to the section of this document titled User Account Manager. |
To complete Step 4:
- Select the value in the Default column that should be used for each field. This would only need to be done if the data does not exist in your file.
- Click the Continue button. The Step 5: Account Synchronization page appears.
Step 5: Account Synchronization
The Account Synchronization settings allow you to choose whether username and/or email values should be used (in addition to Account ID) when searching for existing user accounts.
| Field Name | Description |
| Username | Selecting the Username checkbox includes the username field in the search criteria. |
| Selecting the Email checkbox includes the email field in the search criteria. | |
| If an account does not exist, create one | Creates new accounts if they do not already exist. |
| Force password change on first login | Forces the user to change their initial password upon first login. |
| Username Format Max Size | Allows you to select the maximum character size. |
| Password Format Max Size | Allows you to select the maximum character size. |
| Format Codes | \id = Account ID \un = Username (password only) \09 = Random number 0 through 9 \AZ or \az = Random alpha character (uppercase/lowercase) \VV or \vv = Random vowel (uppercase/lowercase) \FI or \fi = First initial (uppercase/lowercase) \LI or \li = Last initial (uppercase/lowercase) \FN or \fn = First name (uppercase/lowercase) \LN or \ln = Last name (uppercase/lowercase) \EM or \em = Email address (uppercase/lowercase) |
To Complete Step 5:
- Select the Username and/or Email checkboxes if these fields should be included when searching for existing accounts.
- Selecting these additional checkboxes provides an additional review against existing accounts to insure duplicate accounts are not created.
- Select If an account does not exist, create one checkbox to create new accounts if they do not already exist.
- Select the Force password change on first login checkbox to force the user to change their initial password upon first login.
- Type a format code (using format code key) in the Username Format and Password Format textboxes to create the default format to be used for user accounts that do not have a username/password specified in the source data file.
- Set a default maximum size for generated usernames and/or passwords using the Max drop-down menus.
- Click the Continue button to proceed. The Step 6: Final Review page displays.
This page allows you to review your settings to confirm your data is properly matched to the appropriate fields. If you notice any inconsistencies, click the Back button to fix the data mappings. If everything is correct, click the Finish button to complete the batch enrollment/user account creation. You can optionally save the settings, before clicking Finish, for use in future batch enrollment/user account creations.
Batch Enrollment Final Results
The Batch Enrollment Results page provides results summary and the ability to email a detailed report.
- To view a detail of the report, click the View Detail Report hyperlink. This displays a table containing the information created during the Batch Enrollment.
- To email the detail report, select the Email Detail Report checkbox, enter your email address in the Your Email text box and click the Send Mail button.
- Click the Do Not Send Mail button to not send the detail report and to exit out of the wizard.
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