DnA & FastBridge Rollover – FastBridge

This lesson outlines the rollover process for organizations using both DnA and FastBridge products. This process impacts the following roles: System Admins (DnA), District Managers or Master Account Administrators (FastBridge), and the SIS Administrator.

FastBridge Rollover Date Selection

The Select School Year Roll Over Options screen, including suggested resources and the rollover date options.

Master Account Administrators (MMAs) or District Managers must log into FastBridge and select a Rollover date by May 31, 2024. Available options are:

June 28-30, 2024: Early alternate rollover date.
July 26-28, 2024: Default rollover date, unless otherwise selected.
August 23-25, 2024: Late alternate rollover date.

For more information, visit Rollover Selection and Overview.

If your district plans to use FastBridge for Summer School, please do not roll over in FastBridge until summer school is over. For more information, view Summer School Setup.

DnA Rollover

Disable Core Data Imports

The DnA Data Services team recommends disabling the Core Data Imports while transitioning from one year to the next to maintain data fidelity. Complete the following steps to disable the imports.

Select the Admin Gear.
Select Core Data Automation Profiles.
Select Edit under the Action heading of the desired Automation Profile.

An example Core Data Automation Profile Edit page, with the Enable checkbox highlighted.

Deselect the Enable checkbox.
Select Update.

Create New Year Terms

Create terms for the next academic year. Users will need to manually set up terms in the Term Manager.

Select the Admin Gear.
Select Term Manager.

Under the Select a Term Set dropdown, select the upcoming Academic Year.
Select Load.

Terms can be created using Option 1 or Option 2.
- Option 1: Copy with adjustment is recommended, and allows new terms to be created by copying last year's terms, with a shift forward or backward to match the new starting date. For example, if in 2023-2024 the first day of school was September 1, and in 2024-2025 it will be September 2, enter a 1 day adjustment.
- Option 2: Copy and manually build can be used if term dates for the new year will be set up differently from the prior year, and the day adjustment will not be able to correct for date changes.
Select the Go! button next to the desired option.

Roll Over Non-Teacher Roles

Use Year-to-Year Rollover to give non-teacher users their role permissions and affiliations to their sites. There is no need to roll over teacher accounts, as this is done automatically through the Core Data Imports.

Select the Admin Gear.
Select Year-to-Year Rollover.

The Year-to-Year Rollover page with the Rollover From dropdown labeled as step 3, the Rollover To dropdown labeled as step 4, the Number of Terms and Sites table labeled as step 5, the Roles checkboxes labeled as step 6, and the Rollover button labeled as step 7.

In the Rollover from dropdown, select the previous/current academic year.
In the Rollover to dropdown, select the upcoming academic year.
Verify the term and site counts between the two academic years. These numbers may not match exactly, based on sites opening and closing or a change in term type (from semesters to yearlong, etc.).
Use the checkboxes to select all the non-teacher roles that need to be rolled over.
Select the blue Rollover button to confirm.

For more details on the entire DnA Rollover process, visit Rollover to the Next Academic Year for DNA.

Student Information System Rollover

Follow the steps as outlined by your Student Information System provider to ensure you are rolled over. Once rollover has been completed in your SIS, data can prepared to come into DnA:

Connect with your SIS Admin and ensure your SIS is sending new data to our SFTP.
Any scripting that is happening needs to reflect the current school year. Visit Step 4 of Rollover to the Next Academic Year for DNA for guidance.
Using our API to pull rosters into DnA? Send an email to help@illuminateed.com to let us know that you have successfully rolled over in your SIS.
Re-enable the Core Data Automation Profiles to start bringing data into DnA.
Verify your data is accurate by reviewing the Core Data Import Logs, Search 2.0, User Management, and Site Management.

Try Processing a One-Time Import prior to running the automation. This will show you any errors or other issues, and provide you an opportunity to resolve issues before the data is live in DnA.

FastBridge Rollover

FastBridge will transition student records for the previous year into an accessible archive, and prepare the district account for new student records on the selected date. Once rollover has occurred, previous school year data will only be available via specific reports. Visit Accessing Data from Previous Years for more information. For all other reports, print or save the data prior to the chosen rollover date.

If your MAA will be different next school year, please contact help@fastbridge.org with the name and email of the new MAA. FastBridge will update your site and provide the new MAA with login credentials.

The District Properties page with the SIS Sync Enabled dropdown option set to YES and highlighted.

After the FastBridge rollover date:

DO NOT enable the SIS sync in FastBridge until AFTER you have uploaded and validated data in DnA.

Next Steps

To learn more about the DnA rollover process, view the DnA: Rollover Management articles. To learn more about the FastBridge rollover process, view the other FastBridge School Year Rollover articles.