InsightWiki - User contributions [en]

School dinners

2023-01-16T19:37:00Z

Admin: /* CRB FUSION */

==Usage==

Some cashless catering systems can be linked with Insight, so that parents can see what their children are eating for lunch, what's on the menu and how much money they have remaining on their account. 

By default this page will show today's menu. Parents can view their child's receipts by clicking the money bag button at the top left of the page. 

Account balances cannot be adjusted or topped-up using this page; this must be done as normal through the school. 

==Configuration==

To configure school dinners, you will need to create a file and store it in Insight's bin folder on the IIS server that hosts Insight (typically found via C:\inetpub\wwwroot\INSIGHT\bin) 

The format and information required for each of the files is found below. They must be named and typed exactly as shown in the examples. 

===SIMS===

The SIMS school dinners system will be used if none of the systems below are being used. 

===NRS===

Save a file called "NRS2000Cashless.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATAUSERNAME= 
DATAPASSWORD=
 

===Vericool===

Save a file called "VericoolCashless.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATAUSERNAME= 
DATAPASSWORD=
 

===EasyTrace===

Save a file called "EasyTraceCashless.INI" into the Insight bin folder. The file will be converted to .CONFIG as soon as the program is run. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATABASENAME= 
DATAUSERNAME= 
DATAPASSWORD=
 

===Cyclone===

Save a file called "Cyclone.INI" into the Insight bin folder. The file will be converted to .CONFIG as soon as the program is run. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATABASENAME= 
DATAPASSWORD=
 

===CRB IMPACT===

Save a file called "IMPACTQuery.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

[GENERAL] 
HOST= 
PORT= 
MINIFIED=1 
KEYFIELD=PERSONID 
DAYS=
 

===CRB FUSION===

Save a file called "FUSIONQuery.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

[GENERAL] 
DataServer= 
Login=
Password=
DAYS=
 

The data server field should take the form net.tcp://your.server.address/ImpactFusion
 
The login and password fields are decided when you set up insight as an API Partner in CRB Fusion.
 
Finally, generate (or request from CRB if you are hosted with them) an IPL licence file for the API Partner record and drop that into the BIN folder, named FUSIONQuery.IPL, next door to the FUSIONQuery.INI file produced earlier.

 

==Reporting==

A report for the School Dinners option can be found via '''Reports''' > '''School Dinners'''. This report is generated when the first user accesses the school dinners option and reports back whether it has been successful or not. In order for it to run successfully the relevant ini.personalisation file should be in the correct folder and should be able to access the relevant database as shown above. 

If successful the report will show the PATH, SOURCE, Transaction count, Columns (relating to items on a receipt) and Rows (giving specific information about the entries in the columns). If the request is unsuccessful then errors will show for the relevant field. 

<div>[[Image:inscdinn1.jpg]]</div> 

[[Category:Features]]
[[Category:Management]]
[[Category:Reports]]

School dinners

2023-01-16T19:33:04Z

Admin: /* CRB FUSION */

==Usage==

Some cashless catering systems can be linked with Insight, so that parents can see what their children are eating for lunch, what's on the menu and how much money they have remaining on their account. 

By default this page will show today's menu. Parents can view their child's receipts by clicking the money bag button at the top left of the page. 

Account balances cannot be adjusted or topped-up using this page; this must be done as normal through the school. 

==Configuration==

To configure school dinners, you will need to create a file and store it in Insight's bin folder on the IIS server that hosts Insight (typically found via C:\inetpub\wwwroot\INSIGHT\bin) 

The format and information required for each of the files is found below. They must be named and typed exactly as shown in the examples. 

===SIMS===

The SIMS school dinners system will be used if none of the systems below are being used. 

===NRS===

Save a file called "NRS2000Cashless.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATAUSERNAME= 
DATAPASSWORD=
 

===Vericool===

Save a file called "VericoolCashless.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATAUSERNAME= 
DATAPASSWORD=
 

===EasyTrace===

Save a file called "EasyTraceCashless.INI" into the Insight bin folder. The file will be converted to .CONFIG as soon as the program is run. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATABASENAME= 
DATAUSERNAME= 
DATAPASSWORD=
 

===Cyclone===

Save a file called "Cyclone.INI" into the Insight bin folder. The file will be converted to .CONFIG as soon as the program is run. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATABASENAME= 
DATAPASSWORD=
 

===CRB IMPACT===

Save a file called "IMPACTQuery.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

[GENERAL] 
HOST= 
PORT= 
MINIFIED=1 
KEYFIELD=PERSONID 
DAYS=
 

===CRB FUSION===

Save a file called "FUSIONQuery.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

[GENERAL] 
DataServer= 
Login=
Password=
DAYS=
 

The data server field should take the form net.tcp://your.server.address/ImpactFusion
 
The login and password fields are decided when you set up insight as an API Partner in CRB Fusion.
 
Finally, generate (or request from CRB if you are hosted with them) an IPL licence file for the API Partner record and drop that into the BIN folder, named FUSIONQuery.IPL, next door to the FUSIONQuery.INI file produced earlier.

==Reporting==

A report for the School Dinners option can be found via '''Reports''' > '''School Dinners'''. This report is generated when the first user accesses the school dinners option and reports back whether it has been successful or not. In order for it to run successfully the relevant ini.personalisation file should be in the correct folder and should be able to access the relevant database as shown above. 

If successful the report will show the PATH, SOURCE, Transaction count, Columns (relating to items on a receipt) and Rows (giving specific information about the entries in the columns). If the request is unsuccessful then errors will show for the relevant field. 

<div>[[Image:inscdinn1.jpg]]</div> 

[[Category:Features]]
[[Category:Management]]
[[Category:Reports]]

School dinners

2023-01-16T19:32:39Z

Admin: /* IMPACT */

==Usage==

Some cashless catering systems can be linked with Insight, so that parents can see what their children are eating for lunch, what's on the menu and how much money they have remaining on their account. 

By default this page will show today's menu. Parents can view their child's receipts by clicking the money bag button at the top left of the page. 

Account balances cannot be adjusted or topped-up using this page; this must be done as normal through the school. 

==Configuration==

To configure school dinners, you will need to create a file and store it in Insight's bin folder on the IIS server that hosts Insight (typically found via C:\inetpub\wwwroot\INSIGHT\bin) 

The format and information required for each of the files is found below. They must be named and typed exactly as shown in the examples. 

===SIMS===

The SIMS school dinners system will be used if none of the systems below are being used. 

===NRS===

Save a file called "NRS2000Cashless.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATAUSERNAME= 
DATAPASSWORD=
 

===Vericool===

Save a file called "VericoolCashless.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATAUSERNAME= 
DATAPASSWORD=
 

===EasyTrace===

Save a file called "EasyTraceCashless.INI" into the Insight bin folder. The file will be converted to .CONFIG as soon as the program is run. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATABASENAME= 
DATAUSERNAME= 
DATAPASSWORD=
 

===Cyclone===

Save a file called "Cyclone.INI" into the Insight bin folder. The file will be converted to .CONFIG as soon as the program is run. The file will need to following fields, where you enter the relevant data for each field: 

DATASERVER= 
DATABASENAME= 
DATAPASSWORD=
 

===CRB IMPACT===

Save a file called "IMPACTQuery.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

[GENERAL] 
HOST= 
PORT= 
MINIFIED=1 
KEYFIELD=PERSONID 
DAYS=
 

===CRB FUSION===

Save a file called "FUSIONQuery.INI" into the Insight bin folder. The file will need to following fields, where you enter the relevant data for each field: 

[GENERAL] 
DataServer= 
Login=
Password=
DAYS=
 

The data server field should take the form net.tcp://your.server.address/ImpactFusion
The login and password fields are decided when you set up insight as an API Partner in CRB Fusion.

Finally, generate (or request from CRB if you are hosted with them) an IPL licence file for the API Partner record and drop that into the BIN folder, named FUSIONQuery.IPL, next door to the FUSIONQuery.INI file produced earlier.

==Reporting==

A report for the School Dinners option can be found via '''Reports''' > '''School Dinners'''. This report is generated when the first user accesses the school dinners option and reports back whether it has been successful or not. In order for it to run successfully the relevant ini.personalisation file should be in the correct folder and should be able to access the relevant database as shown above. 

If successful the report will show the PATH, SOURCE, Transaction count, Columns (relating to items on a receipt) and Rows (giving specific information about the entries in the columns). If the request is unsuccessful then errors will show for the relevant field. 

<div>[[Image:inscdinn1.jpg]]</div> 

[[Category:Features]]
[[Category:Management]]
[[Category:Reports]]

App server

2022-11-07T15:17:52Z

Admin: /* Homepage */

The Insight web app is an additional module in Insight. It allows parents and students to access some Insight features using an app on their phone. The web app is available for all devices and is accessible by tapping on the mobile device image in the bottom right-hand corner of the sign in screen. 

=Homepage=

Users will see the homepage when they first log in to the app. If a parent is logged in and they have more than one child at school, the parent can switch between children by tapping on the main menu and selecting alternatives. 

Each of the available menu items will be shown in the main menu. Items will be removed if the user's [[role options]] do not allow them to access that menu item. 

=Notices=

The notices page will display all of the user's notices for the previous month. Older notices cannot be viewed using the app. 

Tapping on a notice opens a window showing the full body of the notice and links to any attachments to the notice. 

=Assignments=

The assignments screen shows the homework assignments given to a pupil. The number of new and outstanding homeworks will appear at the top right of the screen and the list of homeworks is shown at the bottom. 

Users can tap on a homework to view the full information about the homework and download any attachments. 

=Attendance=

The attendance page will display the student's attendance to one day of lessons at school. Previous/future days can be viewed using the arrow buttons at the top of the screen. There is also a button that allows users to report absences. 

=Parents Evening=

This screen is used to book parents evening appointments. A list of the user's existing appointments will be displayed on screen. Existing bookings can be removed and notes can be added. 

New bookings are created using the Book button at the top right of the page. This will display a list of available staff members and the appointment time that they have remaining. 

=Examination Timetable=

If a student has an exam timetable it will be shown here, along with any results that may be related to each exam. 

=Merit / Demerit=

This screen shows a list of the positive and negative behaviour incidents for the pupil. 

=Assessments=

The pupil's assessment data will be shown. 

=Linked Staff=

A list of staff linked to the student will be displayed. 

=School Dinners=

The school dinners screen shows what the pupil purchased for lunch and how much money remains in their account. 

=Reports=

The reports screen is used to view documents from the student's Linked Documents section in SIMS. Users can give feedback about each report. The reports will be displayed in a PDF reader or similar software, depending on the file format of the document.

App server

2022-11-07T15:16:23Z

Admin:

The Insight web app is an additional module in Insight. It allows parents and students to access some Insight features using an app on their phone. The web app is available for all devices and is accessible by tapping on the mobile device image in the bottom right-hand corner of the sign in screen. 

=Homepage=

Users will see the homepage when they first log in to the app. A picture of the child will appear at the top of the screen. If a parent is logged in and they have more than one child at school, the parent can switch between children by swiping to the left or right. 

Each of the available menu items will have a button. Buttons will be removed if the user's [[role options]] do not allow them to access that menu item. 

=Notices=

The notices page will display all of the user's notices for the previous month. Older notices cannot be viewed using the app. 

Tapping on a notice opens a window showing the full body of the notice and links to any attachments to the notice. 

=Assignments=

The assignments screen shows the homework assignments given to a pupil. The number of new and outstanding homeworks will appear at the top right of the screen and the list of homeworks is shown at the bottom. 

Users can tap on a homework to view the full information about the homework and download any attachments. 

=Attendance=

The attendance page will display the student's attendance to one day of lessons at school. Previous/future days can be viewed using the arrow buttons at the top of the screen. There is also a button that allows users to report absences. 

=Parents Evening=

This screen is used to book parents evening appointments. A list of the user's existing appointments will be displayed on screen. Existing bookings can be removed and notes can be added. 

New bookings are created using the Book button at the top right of the page. This will display a list of available staff members and the appointment time that they have remaining. 

=Examination Timetable=

If a student has an exam timetable it will be shown here, along with any results that may be related to each exam. 

=Merit / Demerit=

This screen shows a list of the positive and negative behaviour incidents for the pupil. 

=Assessments=

The pupil's assessment data will be shown. 

=Linked Staff=

A list of staff linked to the student will be displayed. 

=School Dinners=

The school dinners screen shows what the pupil purchased for lunch and how much money remains in their account. 

=Reports=

The reports screen is used to view documents from the student's Linked Documents section in SIMS. Users can give feedback about each report. The reports will be displayed in a PDF reader or similar software, depending on the file format of the document.

Preferences

2022-03-07T18:18:35Z

Admin:

This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only. 

==Welcome letter==

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Welcome letter is the template used for printed documents. 

Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|-
| {url} || The School's INSIGHT URL
|-
|} 

==Login text==

This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message. 

<div>[[Image:prefs_logintext1.jpg|800px]]</div> 

==Login footer text==

By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field. 

==Ad-hoc data collection groups==

From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness. This can be triggered globally using the following '''[[role options|role option]]''': 
''General > Personal details > Allow new contact entry'' (On) 
Alternatively, this can be set to operate only on a set of specific groups. To trigger this setting for a group, the group in question must be a SIMS User Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept these. All students in your selected groups will have their checked status flags cleared, and to progress in the system, any user connected to these students must review and confirm their '''[[personal details]]''' are complete and correct.

==Notices==

Notices (messages to parents) can be seen on the [[snapshot]] page or on the [[notices]] page. Staff or admin users can send notices using the [[notice composer]] page (depending on their [[roles|role options]]). 

====Show these SIMS events====

Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents. 

====Order newest notices first====

If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top. 

====Use 24hour times====

Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times. 

==Push message to use when new notices are created==

The [[Insight app]] will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification. 

====Notice to use for Unexplained absence====

Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users. 

==App==

====Use this title for app compatible user defined pages====

The [[App server|Insight app]] will display [[user defined pages]] if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference. 

==Assessments==

====Only show the most recent resultset-less Assessment Manager grades====

Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database. 

If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown. 

====Perform colourisation of Assessment Manager grades====

It is not recommended that you use this option. 

Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users. 

==Assignments==

====Remaining assignment days to student users an reminder email====

Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent. 

In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The [[service pack|Keep Alive]] service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the [[AD links]] module to allow students to have their own Insight accounts. 

==Attendance==

====Hide attendance menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[Category:features|attendance menu items]] from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students. 

Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide the Report Absences menu item for the following years (separated by the + symbol)====

As above, this setting hides the [[report absences]] menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide term dates on the default banner====

If this is switched on then the school term dates will not appear in the banner at the top of Insight. 

====Hide marks in attendance summaries for the current day====

This hides today's marks from the [[attendance summary]] and [[lesson summary]] page. Today's marks can also be shown on the [[snapshot]] page so if you want to hide today's marks altogether you may need to alter the user [[list of role options#snapshot|role options]] in addition to using this preference. 

====The number of days taken to validate attendance marks for attendance summaries (-1 for current week)====

This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below. 

This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below. 

If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days. 

Note that this will affect the [[attendance summary]] and [[lesson summary]] pages, but not the [[snapshot]] page which can also show attendance marks. Therefore you may also need to alter the user [[List_of_role_options#Snapshot|role options for the snapshot page]]. 

====Hide marks in attendance summaries in the validation range====

This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden. 

====Only use AM sessions====

This will hide all PM marks, so that parents only see marks for lessons and AM registration. 

==Batch PDF conversion==

Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts. 

====User name of machine administrator for second stage impersonation====

Enter the username of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Password of machine administrator for second stage impersonation====

Enter the password of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Create ISO 19005.1 compliant PDF====

Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required. 

==Behaviour==

====Multiply behaviour points by this factor====

The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value. 

====Hide behaviour menu items for the following years (separated by the + symbol)====

This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group. 

Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====The number of days taken to validate behaviour records====

This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded). 

==Email==

The details in this section must be properly configured in order for Insight to be able to send emails. 

====Your SMTP server name or IP address====

The is the name or address or your SMTP server, which Insight will use to send emails. 

====Username used to authorise against the SMTP Server====

A username for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Password used to authorise against the SMTP Server====

A password for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Your Reply To email address====

When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar. 

[[Image:prefs_emailreplyto1.jpg|400px]] 

[[Image:prefs_emailfrom.jpg|600px]] 

====Optional display name for sender====

Emails from Insight will have a reply to email address (as explained above) and can also have a display name. 

[[Image:prefs_displayname1.jpg|400px]] 

[[Image:prefs_emailfromname.jpg|600px]] 

====Message text for password resets====

This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a [[preferences#login|login preference]] for hashing passwords. 

If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password. 

Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password. 

You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password. 

{| class="wikitable"
! Merge field !! Output
|-
| {link} || The hyperlink that parents need to click on to reset their password
|-
| {salutation} || The parent's salutation
|-
| {username} || The parent's Insight username
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The parent's forename
|-
| {surename} || The parent's surname
|-
| {fullname} || The parent's full name (forename and surname)
|-
| {email} || The parent's email address
|-
| {addressee} || The parent's addressee field, as taken from SIMS
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

'''Example''' 
''Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.'' 
{link} 

''Regards,'' 
''School'' 

====Enable SSL for SMTP====

If you need to use SSL to send emails then switch this on. 

====Optional port to use for SMTP (leave empty for default)====

Specify a port to use on the SMTP server, if required. 

====Maximum number of concurrent asynchronous connections====

This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages. 

====Code inserted into subject fields used for spam rules on internal email====

If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject. 

====Hide the school's email address on the default banner====

The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the [[preferences#banner text|banner text preference]], in which case you would need to remove it from that preference. 

====Introductory message for Email====

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Introductory message for Email is the template used for emails. 

Type your message into the text box. You can use the following merge fields: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {username} || The user's username
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {email} || The email address of the user
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The forename of the user
|-
| {surname} || The user's surname
|-
| {fullname} || The fullname of the user
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

====Forgotten password message for Email====

This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a [[preferences#login|preference in the login section]]. 

Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above. 

Note that you should always include the {password} merge field in this message. 

====Message to send when a username changes as a result of an email address change====

There is a feature called Match which is available on the [[users]] page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes. 

Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two: 

{|class="wikitable"
!Merge field!!Output
|-
|{oldemail}||This will show the parent their old email address
|-
|{newemail}||This will show the parent their new email address
|} 

====Redirect all "contact" emails to this address====

Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people. 

If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons. 

====Redirect all "contact" emails to this address====

Similar to the preference above, send a copy of all contact emails to one or more given email addresses. 

====Text to display in the forgotten password box====

Enter text that will appear next to the password reset section of the login page. 

[[Image:forgottenpassword1.jpg]] 

====Address to send forgotten password requests to when the user has no email of their own====

Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent. 

Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an absence is requested====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an historical absence is reported====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to Form Tutor where possible when an absence is requested====

When future absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to Form Tutor where possible when an historical absence is reported====

When current or historical absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to these addresses when an address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an telephone number change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an email address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Parental Consent is changed====

Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to this address when a notice is saved====

The [[notice composer]] page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way. 

Enter an email address to receive these messages. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Medical attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a forum post is reported====

The [[forums]] feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a dinner topup fails SIMS validation checks====

This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.

====Send emails to these addresses when Report Feedback is entered====

This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.

====Disclaimer to appear on the bottom of all emails sent from INSIGHT====

This allows text to be added to the bottom of all emails that are generated from INSIGHT.

==Exams==

====Hide exam menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[exams|exam menu items]] from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children. 

Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Number of days to hold back exam results====

This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am. 

====Number of days to hold back exam results for years 12 and up====

As above but this setting applies to years 12 and above only. 

====Number of days to hold back exam results for years 12 and up====

This setting is the same as above, but applies to year 12 and higher. 

==Exchange calendar==

If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section. 

====URL of Exchange Web Services - please include protocol and EWS/exchange.asmx====

As above. 

====Username of user to connect to Exchange Web Services====

As above. 

====Password of user to connect to Exchange Web Services====

As above. 

====Domain of user to connect to to Exchange Web Services====

As above. 

==Lesson marks==

====Hide all references to lesson marks====

This setting will remove all lesson marks so that parents only see information for AM and PM sessions. 

==Login==

====Show store links on login screen====

This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the [[App server|Insight app]] from either the play store or app store. There is also a QR code which is used by the app. 

====Time between logout reminders====

Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders. 

[[Image:prefs_logoutreminder1.jpg]] 

====Check parental users against current SIMS contacts at login====

By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your [[preferences#user creation|user creation rules]]) when logging in and if they do not, Insight will not allow them to log in. 

It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login. 

====Message to use when sending PINs====

Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password. 

If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a [[Preferences#Prefer email when sending PINs|preference]] that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short. 

When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message: 

{|class="wikitable"
!Merge field!!Output
|-
|{PIN}||Shows the user's PIN number
|-
|{validuntil}||PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire
|} 

====Allow unreachable users to bypass PINs====

When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number. 

====Prompt parental users without email addresses to supply an email address at log on====

This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address. 

====Allow generated PINS to last all day or until a failed login attempt====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times. 

====Extension time in minutes to PIN expiry====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10). 

====Prefer email when sending PINs====

This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used. 

====Prefer email when sending password reminders====

Insight will attempt to send password reminders using emails rather than SMS messages. 

====Warning to show when users request the login screen to remember their account details====

This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect. 

====Minimum password length====

Users must use at least this many characters when changing their password. 

====Minimum upper case characters====

Users must use at least this many upper case characters when changing their password. 

====Minimum numeric characters====

Users must use at least this many numeric characters when changing their password. 

====Minimum symbol characters====

Users must use at least this many symbols when changing their password. 

====Hash passwords as they are changed====

This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in. 

This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters. 

==Notices==

====Push message to use when new notices are created====

This preference only applies when users are accessing Insight via the [[App server|Insight app]]. When a user receives a [[notices|notice]], a notification will also appear on their phone or tablet. 

==Options offer==

====Hide options offer menu items for the following years (separated by the + symbol)====

This setting can be used to hide the [[options offer]] menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options. 

Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

==Parents evenings==

====Limit parents evening bookings to one booking per member of staff per evening per user====

If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening. 

An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used. 

====include staff bookings in this limit====

Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used. 

As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

====Relax limit for staff with multiple subjects====

This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. 

====Force a break between parents appointments====

This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking. 

====Text to show when a break is forced between parents appointments====

If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots. 

====Breaks between parents appointments are two slots wide====

This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking. 

====Make break exemptions for consecutive appointments with the same member of staff====

If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff. 

====Show staff photos====

If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Show subject icons====

If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Allow staff to modify notes on their own schedule made by other staff members====

Depending on their [[roles|role options]], some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff. 

====Use all classes run during the year, not just those active on the evening====

This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year. 

==PARS==

The PARS preferences section will only appear if you have selected the PARS Link option in the [[service pack|service controller]]. 

====Collect Competition diary events====

Diary events for competitions from PARS will be sent to users via [[notices]]. 

====Collect Exam diary events====

Diary events for exams from PARS will be sent to users via [[notices]]. 

====Collect Literary diary events====

Literary diary events from PARS will be sent to users via [[notices]]. 

====Collect Musical diary events====

Diary entries for musical events from PARS will be sent to users via [[notices]]. 

====Collect Presentation diary events====

Diary events for presentations from PARS will be sent to users via [[notices]]. 

====Collect Sporting diary events====

Diary events for sporting activities from PARS will be sent to users via [[notices]]. 

====Collect Visit diary events====

Diary events for visits from PARS will be sent to users via [[notices]]. 

====Ignore PARS assignment handin dates====

When dealing with [[assignments]] from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on. 

====Use the element schedule end date====

On the [[assessments]] page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered. 

====Collect Grades from PARS====

This preference allows Insight to take grades from PARS, to display to users. 

====PARS grade authorisation level (0=all,1=only auth,2=not unauth)====

PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades. 

This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown. 

====Include PARS communications in notices====

PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight. 

====Replace Detention issuer name with behaviour incident issuer====

It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on. 

====Collect Behaviour information from PARS====

This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS. 

====Collect Detention information from PARS====

This option needs to be enabled if you wish to display information about detentions recorded in PARS. 

====Collect Report Card information from PARS====

This option needs to be enabled if you wish to display information about on report cards recorded in PARS. 

====Collect Assignments from PARS====

This option needs to be enabled if you wish to display information about homework assignments recorded in PARS. 

====List rule based merits====

When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden. 

====List rule based demerits====

When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden. 

====Allow users to cash-in based on their Positive points score, instead of their Net points score====

The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour. 

If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets. 

====Maintain cashin totals separate to accumulated points totals====

This option affects the behaviour summary display on the [[snapshot]] page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total. 

<div>[[Image:cashin_snap.jpg]]</div> 

==Photographs==

====Show anonymous images in place of student photographs====

At the top right and at the bottom of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person. 

==Proxy==

====Your Web Proxy details====

The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk. 

==Reports==

====Use the SIMS Pupil Report field to decide whether to show reports====

If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS. 

==SIMS Write-back==

====Activate SIMS write-back for address change requests====

It is possible to allow parents to request to change their address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for email address change requests====

It is possible to allow parents to request to change their email address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[email address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone number change requests====

It is possible to allow parents to request to change their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone notes====

It is possible to allow parents to request to add notes to their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for personal attributes====

It is possible to allow parents to request to change various attributes via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[personal attribute changes]] page, and if accepted, will write those changes back to SIMS. 

==Sleuth==

Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at [http://www.tascsoftware.co.uk/software/pars-connect/ PARS Connect]. 

====Sleuth web service address====

If you use Sleuth for behaviour recording and reporting, enter the web service address here. 

====Use Sleuth to provide behaviour details====

This option will need to be turned on if you want Insight to collect behaviour information from Slueth. 

====Master Sleuth username====

Enter the username into this field. 

====Master Sleuth password====

Enter the password into this field. 

==SMS==

To send SMS messages using Insight, you will need an account with either [http://www.textanywhere.net/ Text Anywhere] or [https://www.teachers2parents.co.uk/ Teachers2Parents]. 

====Your Textanywhere TASC authorisation number====

Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages. 

====Use SSL for SMS sending====

If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required. 

====Your Textanywhere client identifier====

Enter the Identifier of your Text Anywhere account. The Identifier is not an email address. 

====Your Textanywhere client password====

Enter your Text Anywhere password here. 

====Email address for SMS replies====

If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field. 

====Fixed originator string====

By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages. 

====Introductory message for SMS====

This is the message that will be used if you send information to users via the [[password notification]] page. The following mail merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|} 

====Forgotten password message for SMS====

This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above. 

====URL used to access the teachers2parents server====

If you have created a teachers2parents account then enter the URL here. 

====Username used to authorise against the teachers2parents server====

Enter the username for your teachers2parents account. 

====Password used to authorise against the teachers2parents server====

Enter the password for your teachers2parents account. 

==Umbrella==

If you are using the Insight Umbrella service then enter the relevant details in this section. 

====URL of the Insight Umbrella service if used====

Enter the URL for the Insight Umbrella service, which is installed separately to Insight. 

====URL of this Insight installation for the Umbrella service to use====

This field needs to contain an externally accessible address for the installation of Insight you are currently using. 

==User creation==

====Never use email addresses for usernames when synchronising parents====

If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use. 

====Disregard contacts with no email in SIMS====

This option will prevent accounts being created for any parents who do not have an email address in SIMS. 

====Deactivate a user's links when the contact has no email in SIMS, and previously an email was found====

When a [[users#synchronisation|sync]] is performed, any users who do not have an email address will have their account deactivated. 

====Date Of Leaving grace days before considered Off Roll====

By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their [[exam results]]. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available. 

====Largest number of days in the future for admission dates of applicants====

Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts. 

==Vocabulary==

This section is used to change the words used in Insight to match your school's vocabulary. 

====Word used in place of Detentions====

Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[detentions]] page. 

====Word used in place of Behaviours====

Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[behaviours]] page. 

====Word used in place of Achievements====

Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[achievements]] page. 

====Define snapshot red/thumbs down====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot amber/yellow card====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot amber/yellow card up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot red/thumbs down up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Phrase used in place of Aspect Name====

On the [[assessments]] page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade") 

Enter the word you would like to use in the column header, in place of "Aspect name". 

====Phrase used in place of Result block====

On the [[assessments]] page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]". 

Enter the word you would like to use in place of "Result block". 

This will only take effect where the [[role options|role option]] "Show result block" from the assessments section is switched on. 

====Phrase used in place of Level====

On the [[assessments]] page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header. 

This will only take effect where the [[role options|role option]] "Attempt level split on aspect name" from the assessments section is switched on. 

Enter the word you would like to use in the column header, in place of "Level". 

====Phrase used in place of Result====

On the [[assessments]] page Insight will display a column with the header "Result". This column will show pupil's grade(s). 

Enter the word you would like to use in the column header, in place of "Result". 

====Phrase used in place of More reports====

On the [[:Category:Reports|reports]] page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".

Enter the word you would like to use in place of "More reports". 

====Phrase used in place of assignments Pending====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Complete====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Exception====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it. 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Very overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Submission in class====

When creating a homework assignment via the [[manage assignments]] page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight. 

Enter the word that you would like Insight to use in place of "Submission in class". 

====Phrase used in place of student event slot====

When creating student events via the [[manage student events]] page, the default name given to each slot will be "student event slot". 

Enter the word that you would like Insight to use in place of "student event slot". 

[[Category:Management]]
[[Category:Technical]]

Preferences

2022-03-07T18:16:22Z

Admin: /* Ad-hoc data collection groups */

This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only. 

==Welcome letter==

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Welcome letter is the template used for printed documents. 

Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|-
| {url} || The School's INSIGHT URL
|-
|} 

==Login text==

This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message. 

<div>[[Image:prefs_logintext1.jpg|800px]]</div> 

==Login footer text==

By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field. 

==Ad-hoc data collection groups==

From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness. This can be triggered globally using the '''[[role options]]''' screen, or on a specific groups. To trigger this setting for a group, the group in question must be a SIMS User Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept these. All students in your selected groups will have their checked status flags cleared, and to progress in the system, any user connected to these students must review and confirm their '''[[personal details]]''' are complete and correct.

==Notices==

Notices (messages to parents) can be seen on the [[snapshot]] page or on the [[notices]] page. Staff or admin users can send notices using the [[notice composer]] page (depending on their [[roles|role options]]). 

====Show these SIMS events====

Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents. 

====Order newest notices first====

If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top. 

====Use 24hour times====

Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times. 

==Push message to use when new notices are created==

The [[Insight app]] will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification. 

====Notice to use for Unexplained absence====

Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users. 

==App==

====Use this title for app compatible user defined pages====

The [[App server|Insight app]] will display [[user defined pages]] if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference. 

==Assessments==

====Only show the most recent resultset-less Assessment Manager grades====

Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database. 

If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown. 

====Perform colourisation of Assessment Manager grades====

It is not recommended that you use this option. 

Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users. 

==Assignments==

====Remaining assignment days to student users an reminder email====

Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent. 

In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The [[service pack|Keep Alive]] service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the [[AD links]] module to allow students to have their own Insight accounts. 

==Attendance==

====Hide attendance menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[Category:features|attendance menu items]] from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students. 

Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide the Report Absences menu item for the following years (separated by the + symbol)====

As above, this setting hides the [[report absences]] menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide term dates on the default banner====

If this is switched on then the school term dates will not appear in the banner at the top of Insight. 

====Hide marks in attendance summaries for the current day====

This hides today's marks from the [[attendance summary]] and [[lesson summary]] page. Today's marks can also be shown on the [[snapshot]] page so if you want to hide today's marks altogether you may need to alter the user [[list of role options#snapshot|role options]] in addition to using this preference. 

====The number of days taken to validate attendance marks for attendance summaries (-1 for current week)====

This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below. 

This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below. 

If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days. 

Note that this will affect the [[attendance summary]] and [[lesson summary]] pages, but not the [[snapshot]] page which can also show attendance marks. Therefore you may also need to alter the user [[List_of_role_options#Snapshot|role options for the snapshot page]]. 

====Hide marks in attendance summaries in the validation range====

This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden. 

====Only use AM sessions====

This will hide all PM marks, so that parents only see marks for lessons and AM registration. 

==Batch PDF conversion==

Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts. 

====User name of machine administrator for second stage impersonation====

Enter the username of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Password of machine administrator for second stage impersonation====

Enter the password of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Create ISO 19005.1 compliant PDF====

Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required. 

==Behaviour==

====Multiply behaviour points by this factor====

The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value. 

====Hide behaviour menu items for the following years (separated by the + symbol)====

This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group. 

Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====The number of days taken to validate behaviour records====

This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded). 

==Email==

The details in this section must be properly configured in order for Insight to be able to send emails. 

====Your SMTP server name or IP address====

The is the name or address or your SMTP server, which Insight will use to send emails. 

====Username used to authorise against the SMTP Server====

A username for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Password used to authorise against the SMTP Server====

A password for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Your Reply To email address====

When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar. 

[[Image:prefs_emailreplyto1.jpg|400px]] 

[[Image:prefs_emailfrom.jpg|600px]] 

====Optional display name for sender====

Emails from Insight will have a reply to email address (as explained above) and can also have a display name. 

[[Image:prefs_displayname1.jpg|400px]] 

[[Image:prefs_emailfromname.jpg|600px]] 

====Message text for password resets====

This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a [[preferences#login|login preference]] for hashing passwords. 

If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password. 

Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password. 

You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password. 

{| class="wikitable"
! Merge field !! Output
|-
| {link} || The hyperlink that parents need to click on to reset their password
|-
| {salutation} || The parent's salutation
|-
| {username} || The parent's Insight username
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The parent's forename
|-
| {surename} || The parent's surname
|-
| {fullname} || The parent's full name (forename and surname)
|-
| {email} || The parent's email address
|-
| {addressee} || The parent's addressee field, as taken from SIMS
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

'''Example''' 
''Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.'' 
{link} 

''Regards,'' 
''School'' 

====Enable SSL for SMTP====

If you need to use SSL to send emails then switch this on. 

====Optional port to use for SMTP (leave empty for default)====

Specify a port to use on the SMTP server, if required. 

====Maximum number of concurrent asynchronous connections====

This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages. 

====Code inserted into subject fields used for spam rules on internal email====

If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject. 

====Hide the school's email address on the default banner====

The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the [[preferences#banner text|banner text preference]], in which case you would need to remove it from that preference. 

====Introductory message for Email====

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Introductory message for Email is the template used for emails. 

Type your message into the text box. You can use the following merge fields: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {username} || The user's username
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {email} || The email address of the user
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The forename of the user
|-
| {surname} || The user's surname
|-
| {fullname} || The fullname of the user
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

====Forgotten password message for Email====

This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a [[preferences#login|preference in the login section]]. 

Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above. 

Note that you should always include the {password} merge field in this message. 

====Message to send when a username changes as a result of an email address change====

There is a feature called Match which is available on the [[users]] page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes. 

Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two: 

{|class="wikitable"
!Merge field!!Output
|-
|{oldemail}||This will show the parent their old email address
|-
|{newemail}||This will show the parent their new email address
|} 

====Redirect all "contact" emails to this address====

Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people. 

If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons. 

====Redirect all "contact" emails to this address====

Similar to the preference above, send a copy of all contact emails to one or more given email addresses. 

====Text to display in the forgotten password box====

Enter text that will appear next to the password reset section of the login page. 

[[Image:forgottenpassword1.jpg]] 

====Address to send forgotten password requests to when the user has no email of their own====

Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent. 

Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an absence is requested====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an historical absence is reported====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to Form Tutor where possible when an absence is requested====

When future absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to Form Tutor where possible when an historical absence is reported====

When current or historical absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to these addresses when an address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an telephone number change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an email address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Parental Consent is changed====

Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to this address when a notice is saved====

The [[notice composer]] page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way. 

Enter an email address to receive these messages. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Medical attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a forum post is reported====

The [[forums]] feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a dinner topup fails SIMS validation checks====

This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.

====Send emails to these addresses when Report Feedback is entered====

This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.

====Disclaimer to appear on the bottom of all emails sent from INSIGHT====

This allows text to be added to the bottom of all emails that are generated from INSIGHT.

==Exams==

====Hide exam menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[exams|exam menu items]] from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children. 

Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Number of days to hold back exam results====

This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am. 

====Number of days to hold back exam results for years 12 and up====

As above but this setting applies to years 12 and above only. 

====Number of days to hold back exam results for years 12 and up====

This setting is the same as above, but applies to year 12 and higher. 

==Exchange calendar==

If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section. 

====URL of Exchange Web Services - please include protocol and EWS/exchange.asmx====

As above. 

====Username of user to connect to Exchange Web Services====

As above. 

====Password of user to connect to Exchange Web Services====

As above. 

====Domain of user to connect to to Exchange Web Services====

As above. 

==Lesson marks==

====Hide all references to lesson marks====

This setting will remove all lesson marks so that parents only see information for AM and PM sessions. 

==Login==

====Show store links on login screen====

This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the [[App server|Insight app]] from either the play store or app store. There is also a QR code which is used by the app. 

====Time between logout reminders====

Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders. 

[[Image:prefs_logoutreminder1.jpg]] 

====Check parental users against current SIMS contacts at login====

By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your [[preferences#user creation|user creation rules]]) when logging in and if they do not, Insight will not allow them to log in. 

It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login. 

====Message to use when sending PINs====

Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password. 

If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a [[Preferences#Prefer email when sending PINs|preference]] that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short. 

When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message: 

{|class="wikitable"
!Merge field!!Output
|-
|{PIN}||Shows the user's PIN number
|-
|{validuntil}||PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire
|} 

====Allow unreachable users to bypass PINs====

When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number. 

====Prompt parental users without email addresses to supply an email address at log on====

This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address. 

====Allow generated PINS to last all day or until a failed login attempt====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times. 

====Extension time in minutes to PIN expiry====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10). 

====Prefer email when sending PINs====

This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used. 

====Prefer email when sending password reminders====

Insight will attempt to send password reminders using emails rather than SMS messages. 

====Warning to show when users request the login screen to remember their account details====

This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect. 

====Minimum password length====

Users must use at least this many characters when changing their password. 

====Minimum upper case characters====

Users must use at least this many upper case characters when changing their password. 

====Minimum numeric characters====

Users must use at least this many numeric characters when changing their password. 

====Minimum symbol characters====

Users must use at least this many symbols when changing their password. 

====Hash passwords as they are changed====

This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in. 

This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters. 

==Notices==

====Push message to use when new notices are created====

This preference only applies when users are accessing Insight via the [[App server|Insight app]]. When a user receives a [[notices|notice]], a notification will also appear on their phone or tablet. 

==Options offer==

====Hide options offer menu items for the following years (separated by the + symbol)====

This setting can be used to hide the [[options offer]] menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options. 

Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

==Parents evenings==

====Limit parents evening bookings to one booking per member of staff per evening per user====

If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening. 

An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used. 

====include staff bookings in this limit====

Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used. 

As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

====Relax limit for staff with multiple subjects====

This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. 

====Force a break between parents appointments====

This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking. 

====Text to show when a break is forced between parents appointments====

If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots. 

====Breaks between parents appointments are two slots wide====

This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking. 

====Make break exemptions for consecutive appointments with the same member of staff====

If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff. 

====Show staff photos====

If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Show subject icons====

If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Allow staff to modify notes on their own schedule made by other staff members====

Depending on their [[roles|role options]], some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff. 

====Use all classes run during the year, not just those active on the evening====

This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year. 

==PARS==

The PARS preferences section will only appear if you have selected the PARS Link option in the [[service pack|service controller]]. 

====Collect Competition diary events====

Diary events for competitions from PARS will be sent to users via [[notices]]. 

====Collect Exam diary events====

Diary events for exams from PARS will be sent to users via [[notices]]. 

====Collect Literary diary events====

Literary diary events from PARS will be sent to users via [[notices]]. 

====Collect Musical diary events====

Diary entries for musical events from PARS will be sent to users via [[notices]]. 

====Collect Presentation diary events====

Diary events for presentations from PARS will be sent to users via [[notices]]. 

====Collect Sporting diary events====

Diary events for sporting activities from PARS will be sent to users via [[notices]]. 

====Collect Visit diary events====

Diary events for visits from PARS will be sent to users via [[notices]]. 

====Ignore PARS assignment handin dates====

When dealing with [[assignments]] from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on. 

====Use the element schedule end date====

On the [[assessments]] page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered. 

====Collect Grades from PARS====

This preference allows Insight to take grades from PARS, to display to users. 

====PARS grade authorisation level (0=all,1=only auth,2=not unauth)====

PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades. 

This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown. 

====Include PARS communications in notices====

PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight. 

====Replace Detention issuer name with behaviour incident issuer====

It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on. 

====Collect Behaviour information from PARS====

This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS. 

====Collect Detention information from PARS====

This option needs to be enabled if you wish to display information about detentions recorded in PARS. 

====Collect Report Card information from PARS====

This option needs to be enabled if you wish to display information about on report cards recorded in PARS. 

====Collect Assignments from PARS====

This option needs to be enabled if you wish to display information about homework assignments recorded in PARS. 

====List rule based merits====

When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden. 

====List rule based demerits====

When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden. 

====Allow users to cash-in based on their Positive points score, instead of their Net points score====

The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour. 

If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets. 

====Maintain cashin totals separate to accumulated points totals====

This option affects the behaviour summary display on the [[snapshot]] page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total. 

<div>[[Image:cashin_snap.jpg]]</div> 

==Photographs==

====Show anonymous images in place of student photographs====

At the top right and at the bottom of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person. 

==Proxy==

====Your Web Proxy details====

The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk. 

==Reports==

====Use the SIMS Pupil Report field to decide whether to show reports====

If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS. 

==SIMS Write-back==

====Activate SIMS write-back for address change requests====

It is possible to allow parents to request to change their address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for email address change requests====

It is possible to allow parents to request to change their email address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[email address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone number change requests====

It is possible to allow parents to request to change their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone notes====

It is possible to allow parents to request to add notes to their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for personal attributes====

It is possible to allow parents to request to change various attributes via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[personal attribute changes]] page, and if accepted, will write those changes back to SIMS. 

==Sleuth==

Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at [http://www.tascsoftware.co.uk/software/pars-connect/ PARS Connect]. 

====Sleuth web service address====

If you use Sleuth for behaviour recording and reporting, enter the web service address here. 

====Use Sleuth to provide behaviour details====

This option will need to be turned on if you want Insight to collect behaviour information from Slueth. 

====Master Sleuth username====

Enter the username into this field. 

====Master Sleuth password====

Enter the password into this field. 

==SMS==

To send SMS messages using Insight, you will need an account with either [http://www.textanywhere.net/ Text Anywhere] or [https://www.teachers2parents.co.uk/ Teachers2Parents]. 

====Your Textanywhere TASC authorisation number====

Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages. 

====Use SSL for SMS sending====

If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required. 

====Your Textanywhere client identifier====

Enter the Identifier of your Text Anywhere account. The Identifier is not an email address. 

====Your Textanywhere client password====

Enter your Text Anywhere password here. 

====Email address for SMS replies====

If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field. 

====Fixed originator string====

By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages. 

====Introductory message for SMS====

This is the message that will be used if you send information to users via the [[password notification]] page. The following mail merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|} 

====Forgotten password message for SMS====

This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above. 

====URL used to access the teachers2parents server====

If you have created a teachers2parents account then enter the URL here. 

====Username used to authorise against the teachers2parents server====

Enter the username for your teachers2parents account. 

====Password used to authorise against the teachers2parents server====

Enter the password for your teachers2parents account. 

==Umbrella==

If you are using the Insight Umbrella service then enter the relevant details in this section. 

====URL of the Insight Umbrella service if used====

Enter the URL for the Insight Umbrella service, which is installed separately to Insight. 

====URL of this Insight installation for the Umbrella service to use====

This field needs to contain an externally accessible address for the installation of Insight you are currently using. 

==User creation==

====Never use email addresses for usernames when synchronising parents====

If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use. 

====Disregard contacts with no email in SIMS====

This option will prevent accounts being created for any parents who do not have an email address in SIMS. 

====Deactivate a user's links when the contact has no email in SIMS, and previously an email was found====

When a [[users#synchronisation|sync]] is performed, any users who do not have an email address will have their account deactivated. 

====Date Of Leaving grace days before considered Off Roll====

By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their [[exam results]]. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available. 

====Largest number of days in the future for admission dates of applicants====

Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts. 

==Vocabulary==

This section is used to change the words used in Insight to match your school's vocabulary. 

====Word used in place of Detentions====

Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[detentions]] page. 

====Word used in place of Behaviours====

Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[behaviours]] page. 

====Word used in place of Achievements====

Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[achievements]] page. 

====Define snapshot red/thumbs down====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot amber/yellow card====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot amber/yellow card up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot red/thumbs down up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Phrase used in place of Aspect Name====

On the [[assessments]] page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade") 

Enter the word you would like to use in the column header, in place of "Aspect name". 

====Phrase used in place of Result block====

On the [[assessments]] page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]". 

Enter the word you would like to use in place of "Result block". 

This will only take effect where the [[role options|role option]] "Show result block" from the assessments section is switched on. 

====Phrase used in place of Level====

On the [[assessments]] page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header. 

This will only take effect where the [[role options|role option]] "Attempt level split on aspect name" from the assessments section is switched on. 

Enter the word you would like to use in the column header, in place of "Level". 

====Phrase used in place of Result====

On the [[assessments]] page Insight will display a column with the header "Result". This column will show pupil's grade(s). 

Enter the word you would like to use in the column header, in place of "Result". 

====Phrase used in place of More reports====

On the [[:Category:Reports|reports]] page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".

Enter the word you would like to use in place of "More reports". 

====Phrase used in place of assignments Pending====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Complete====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Exception====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it. 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Very overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Submission in class====

When creating a homework assignment via the [[manage assignments]] page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight. 

Enter the word that you would like Insight to use in place of "Submission in class". 

====Phrase used in place of student event slot====

When creating student events via the [[manage student events]] page, the default name given to each slot will be "student event slot". 

Enter the word that you would like Insight to use in place of "student event slot". 

[[Category:Management]]
[[Category:Technical]]

Preferences

2022-03-07T18:15:41Z

Admin: /* Ad-hoc data collection groups */

This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only. 

==Welcome letter==

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Welcome letter is the template used for printed documents. 

Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|-
| {url} || The School's INSIGHT URL
|-
|} 

==Login text==

This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message. 

<div>[[Image:prefs_logintext1.jpg|800px]]</div> 

==Login footer text==

By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field. 

==Ad-hoc data collection groups==

From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness. This can be triggered globally using the '''[[role option]]''' or on a specific groups. To trigger this setting for a group, the group in question must be a SIMS User Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept these. All students in your selected groups will have their checked status flags cleared, and to progress in the system, any user connected to these students must review and confirm their '''[[personal details]]''' are complete and correct.

==Notices==

Notices (messages to parents) can be seen on the [[snapshot]] page or on the [[notices]] page. Staff or admin users can send notices using the [[notice composer]] page (depending on their [[roles|role options]]). 

====Show these SIMS events====

Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents. 

====Order newest notices first====

If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top. 

====Use 24hour times====

Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times. 

==Push message to use when new notices are created==

The [[Insight app]] will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification. 

====Notice to use for Unexplained absence====

Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users. 

==App==

====Use this title for app compatible user defined pages====

The [[App server|Insight app]] will display [[user defined pages]] if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference. 

==Assessments==

====Only show the most recent resultset-less Assessment Manager grades====

Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database. 

If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown. 

====Perform colourisation of Assessment Manager grades====

It is not recommended that you use this option. 

Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users. 

==Assignments==

====Remaining assignment days to student users an reminder email====

Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent. 

In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The [[service pack|Keep Alive]] service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the [[AD links]] module to allow students to have their own Insight accounts. 

==Attendance==

====Hide attendance menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[Category:features|attendance menu items]] from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students. 

Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide the Report Absences menu item for the following years (separated by the + symbol)====

As above, this setting hides the [[report absences]] menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide term dates on the default banner====

If this is switched on then the school term dates will not appear in the banner at the top of Insight. 

====Hide marks in attendance summaries for the current day====

This hides today's marks from the [[attendance summary]] and [[lesson summary]] page. Today's marks can also be shown on the [[snapshot]] page so if you want to hide today's marks altogether you may need to alter the user [[list of role options#snapshot|role options]] in addition to using this preference. 

====The number of days taken to validate attendance marks for attendance summaries (-1 for current week)====

This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below. 

This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below. 

If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days. 

Note that this will affect the [[attendance summary]] and [[lesson summary]] pages, but not the [[snapshot]] page which can also show attendance marks. Therefore you may also need to alter the user [[List_of_role_options#Snapshot|role options for the snapshot page]]. 

====Hide marks in attendance summaries in the validation range====

This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden. 

====Only use AM sessions====

This will hide all PM marks, so that parents only see marks for lessons and AM registration. 

==Batch PDF conversion==

Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts. 

====User name of machine administrator for second stage impersonation====

Enter the username of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Password of machine administrator for second stage impersonation====

Enter the password of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Create ISO 19005.1 compliant PDF====

Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required. 

==Behaviour==

====Multiply behaviour points by this factor====

The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value. 

====Hide behaviour menu items for the following years (separated by the + symbol)====

This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group. 

Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====The number of days taken to validate behaviour records====

This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded). 

==Email==

The details in this section must be properly configured in order for Insight to be able to send emails. 

====Your SMTP server name or IP address====

The is the name or address or your SMTP server, which Insight will use to send emails. 

====Username used to authorise against the SMTP Server====

A username for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Password used to authorise against the SMTP Server====

A password for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Your Reply To email address====

When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar. 

[[Image:prefs_emailreplyto1.jpg|400px]] 

[[Image:prefs_emailfrom.jpg|600px]] 

====Optional display name for sender====

Emails from Insight will have a reply to email address (as explained above) and can also have a display name. 

[[Image:prefs_displayname1.jpg|400px]] 

[[Image:prefs_emailfromname.jpg|600px]] 

====Message text for password resets====

This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a [[preferences#login|login preference]] for hashing passwords. 

If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password. 

Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password. 

You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password. 

{| class="wikitable"
! Merge field !! Output
|-
| {link} || The hyperlink that parents need to click on to reset their password
|-
| {salutation} || The parent's salutation
|-
| {username} || The parent's Insight username
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The parent's forename
|-
| {surename} || The parent's surname
|-
| {fullname} || The parent's full name (forename and surname)
|-
| {email} || The parent's email address
|-
| {addressee} || The parent's addressee field, as taken from SIMS
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

'''Example''' 
''Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.'' 
{link} 

''Regards,'' 
''School'' 

====Enable SSL for SMTP====

If you need to use SSL to send emails then switch this on. 

====Optional port to use for SMTP (leave empty for default)====

Specify a port to use on the SMTP server, if required. 

====Maximum number of concurrent asynchronous connections====

This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages. 

====Code inserted into subject fields used for spam rules on internal email====

If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject. 

====Hide the school's email address on the default banner====

The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the [[preferences#banner text|banner text preference]], in which case you would need to remove it from that preference. 

====Introductory message for Email====

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Introductory message for Email is the template used for emails. 

Type your message into the text box. You can use the following merge fields: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {username} || The user's username
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {email} || The email address of the user
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The forename of the user
|-
| {surname} || The user's surname
|-
| {fullname} || The fullname of the user
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

====Forgotten password message for Email====

This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a [[preferences#login|preference in the login section]]. 

Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above. 

Note that you should always include the {password} merge field in this message. 

====Message to send when a username changes as a result of an email address change====

There is a feature called Match which is available on the [[users]] page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes. 

Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two: 

{|class="wikitable"
!Merge field!!Output
|-
|{oldemail}||This will show the parent their old email address
|-
|{newemail}||This will show the parent their new email address
|} 

====Redirect all "contact" emails to this address====

Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people. 

If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons. 

====Redirect all "contact" emails to this address====

Similar to the preference above, send a copy of all contact emails to one or more given email addresses. 

====Text to display in the forgotten password box====

Enter text that will appear next to the password reset section of the login page. 

[[Image:forgottenpassword1.jpg]] 

====Address to send forgotten password requests to when the user has no email of their own====

Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent. 

Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an absence is requested====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an historical absence is reported====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to Form Tutor where possible when an absence is requested====

When future absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to Form Tutor where possible when an historical absence is reported====

When current or historical absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to these addresses when an address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an telephone number change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an email address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Parental Consent is changed====

Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to this address when a notice is saved====

The [[notice composer]] page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way. 

Enter an email address to receive these messages. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Medical attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a forum post is reported====

The [[forums]] feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a dinner topup fails SIMS validation checks====

This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.

====Send emails to these addresses when Report Feedback is entered====

This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.

====Disclaimer to appear on the bottom of all emails sent from INSIGHT====

This allows text to be added to the bottom of all emails that are generated from INSIGHT.

==Exams==

====Hide exam menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[exams|exam menu items]] from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children. 

Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Number of days to hold back exam results====

This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am. 

====Number of days to hold back exam results for years 12 and up====

As above but this setting applies to years 12 and above only. 

====Number of days to hold back exam results for years 12 and up====

This setting is the same as above, but applies to year 12 and higher. 

==Exchange calendar==

If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section. 

====URL of Exchange Web Services - please include protocol and EWS/exchange.asmx====

As above. 

====Username of user to connect to Exchange Web Services====

As above. 

====Password of user to connect to Exchange Web Services====

As above. 

====Domain of user to connect to to Exchange Web Services====

As above. 

==Lesson marks==

====Hide all references to lesson marks====

This setting will remove all lesson marks so that parents only see information for AM and PM sessions. 

==Login==

====Show store links on login screen====

This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the [[App server|Insight app]] from either the play store or app store. There is also a QR code which is used by the app. 

====Time between logout reminders====

Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders. 

[[Image:prefs_logoutreminder1.jpg]] 

====Check parental users against current SIMS contacts at login====

By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your [[preferences#user creation|user creation rules]]) when logging in and if they do not, Insight will not allow them to log in. 

It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login. 

====Message to use when sending PINs====

Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password. 

If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a [[Preferences#Prefer email when sending PINs|preference]] that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short. 

When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message: 

{|class="wikitable"
!Merge field!!Output
|-
|{PIN}||Shows the user's PIN number
|-
|{validuntil}||PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire
|} 

====Allow unreachable users to bypass PINs====

When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number. 

====Prompt parental users without email addresses to supply an email address at log on====

This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address. 

====Allow generated PINS to last all day or until a failed login attempt====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times. 

====Extension time in minutes to PIN expiry====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10). 

====Prefer email when sending PINs====

This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used. 

====Prefer email when sending password reminders====

Insight will attempt to send password reminders using emails rather than SMS messages. 

====Warning to show when users request the login screen to remember their account details====

This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect. 

====Minimum password length====

Users must use at least this many characters when changing their password. 

====Minimum upper case characters====

Users must use at least this many upper case characters when changing their password. 

====Minimum numeric characters====

Users must use at least this many numeric characters when changing their password. 

====Minimum symbol characters====

Users must use at least this many symbols when changing their password. 

====Hash passwords as they are changed====

This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in. 

This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters. 

==Notices==

====Push message to use when new notices are created====

This preference only applies when users are accessing Insight via the [[App server|Insight app]]. When a user receives a [[notices|notice]], a notification will also appear on their phone or tablet. 

==Options offer==

====Hide options offer menu items for the following years (separated by the + symbol)====

This setting can be used to hide the [[options offer]] menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options. 

Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

==Parents evenings==

====Limit parents evening bookings to one booking per member of staff per evening per user====

If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening. 

An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used. 

====include staff bookings in this limit====

Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used. 

As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

====Relax limit for staff with multiple subjects====

This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. 

====Force a break between parents appointments====

This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking. 

====Text to show when a break is forced between parents appointments====

If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots. 

====Breaks between parents appointments are two slots wide====

This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking. 

====Make break exemptions for consecutive appointments with the same member of staff====

If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff. 

====Show staff photos====

If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Show subject icons====

If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Allow staff to modify notes on their own schedule made by other staff members====

Depending on their [[roles|role options]], some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff. 

====Use all classes run during the year, not just those active on the evening====

This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year. 

==PARS==

The PARS preferences section will only appear if you have selected the PARS Link option in the [[service pack|service controller]]. 

====Collect Competition diary events====

Diary events for competitions from PARS will be sent to users via [[notices]]. 

====Collect Exam diary events====

Diary events for exams from PARS will be sent to users via [[notices]]. 

====Collect Literary diary events====

Literary diary events from PARS will be sent to users via [[notices]]. 

====Collect Musical diary events====

Diary entries for musical events from PARS will be sent to users via [[notices]]. 

====Collect Presentation diary events====

Diary events for presentations from PARS will be sent to users via [[notices]]. 

====Collect Sporting diary events====

Diary events for sporting activities from PARS will be sent to users via [[notices]]. 

====Collect Visit diary events====

Diary events for visits from PARS will be sent to users via [[notices]]. 

====Ignore PARS assignment handin dates====

When dealing with [[assignments]] from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on. 

====Use the element schedule end date====

On the [[assessments]] page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered. 

====Collect Grades from PARS====

This preference allows Insight to take grades from PARS, to display to users. 

====PARS grade authorisation level (0=all,1=only auth,2=not unauth)====

PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades. 

This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown. 

====Include PARS communications in notices====

PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight. 

====Replace Detention issuer name with behaviour incident issuer====

It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on. 

====Collect Behaviour information from PARS====

This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS. 

====Collect Detention information from PARS====

This option needs to be enabled if you wish to display information about detentions recorded in PARS. 

====Collect Report Card information from PARS====

This option needs to be enabled if you wish to display information about on report cards recorded in PARS. 

====Collect Assignments from PARS====

This option needs to be enabled if you wish to display information about homework assignments recorded in PARS. 

====List rule based merits====

When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden. 

====List rule based demerits====

When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden. 

====Allow users to cash-in based on their Positive points score, instead of their Net points score====

The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour. 

If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets. 

====Maintain cashin totals separate to accumulated points totals====

This option affects the behaviour summary display on the [[snapshot]] page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total. 

<div>[[Image:cashin_snap.jpg]]</div> 

==Photographs==

====Show anonymous images in place of student photographs====

At the top right and at the bottom of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person. 

==Proxy==

====Your Web Proxy details====

The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk. 

==Reports==

====Use the SIMS Pupil Report field to decide whether to show reports====

If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS. 

==SIMS Write-back==

====Activate SIMS write-back for address change requests====

It is possible to allow parents to request to change their address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for email address change requests====

It is possible to allow parents to request to change their email address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[email address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone number change requests====

It is possible to allow parents to request to change their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone notes====

It is possible to allow parents to request to add notes to their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for personal attributes====

It is possible to allow parents to request to change various attributes via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[personal attribute changes]] page, and if accepted, will write those changes back to SIMS. 

==Sleuth==

Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at [http://www.tascsoftware.co.uk/software/pars-connect/ PARS Connect]. 

====Sleuth web service address====

If you use Sleuth for behaviour recording and reporting, enter the web service address here. 

====Use Sleuth to provide behaviour details====

This option will need to be turned on if you want Insight to collect behaviour information from Slueth. 

====Master Sleuth username====

Enter the username into this field. 

====Master Sleuth password====

Enter the password into this field. 

==SMS==

To send SMS messages using Insight, you will need an account with either [http://www.textanywhere.net/ Text Anywhere] or [https://www.teachers2parents.co.uk/ Teachers2Parents]. 

====Your Textanywhere TASC authorisation number====

Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages. 

====Use SSL for SMS sending====

If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required. 

====Your Textanywhere client identifier====

Enter the Identifier of your Text Anywhere account. The Identifier is not an email address. 

====Your Textanywhere client password====

Enter your Text Anywhere password here. 

====Email address for SMS replies====

If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field. 

====Fixed originator string====

By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages. 

====Introductory message for SMS====

This is the message that will be used if you send information to users via the [[password notification]] page. The following mail merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|} 

====Forgotten password message for SMS====

This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above. 

====URL used to access the teachers2parents server====

If you have created a teachers2parents account then enter the URL here. 

====Username used to authorise against the teachers2parents server====

Enter the username for your teachers2parents account. 

====Password used to authorise against the teachers2parents server====

Enter the password for your teachers2parents account. 

==Umbrella==

If you are using the Insight Umbrella service then enter the relevant details in this section. 

====URL of the Insight Umbrella service if used====

Enter the URL for the Insight Umbrella service, which is installed separately to Insight. 

====URL of this Insight installation for the Umbrella service to use====

This field needs to contain an externally accessible address for the installation of Insight you are currently using. 

==User creation==

====Never use email addresses for usernames when synchronising parents====

If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use. 

====Disregard contacts with no email in SIMS====

This option will prevent accounts being created for any parents who do not have an email address in SIMS. 

====Deactivate a user's links when the contact has no email in SIMS, and previously an email was found====

When a [[users#synchronisation|sync]] is performed, any users who do not have an email address will have their account deactivated. 

====Date Of Leaving grace days before considered Off Roll====

By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their [[exam results]]. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available. 

====Largest number of days in the future for admission dates of applicants====

Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts. 

==Vocabulary==

This section is used to change the words used in Insight to match your school's vocabulary. 

====Word used in place of Detentions====

Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[detentions]] page. 

====Word used in place of Behaviours====

Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[behaviours]] page. 

====Word used in place of Achievements====

Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[achievements]] page. 

====Define snapshot red/thumbs down====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot amber/yellow card====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot amber/yellow card up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot red/thumbs down up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Phrase used in place of Aspect Name====

On the [[assessments]] page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade") 

Enter the word you would like to use in the column header, in place of "Aspect name". 

====Phrase used in place of Result block====

On the [[assessments]] page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]". 

Enter the word you would like to use in place of "Result block". 

This will only take effect where the [[role options|role option]] "Show result block" from the assessments section is switched on. 

====Phrase used in place of Level====

On the [[assessments]] page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header. 

This will only take effect where the [[role options|role option]] "Attempt level split on aspect name" from the assessments section is switched on. 

Enter the word you would like to use in the column header, in place of "Level". 

====Phrase used in place of Result====

On the [[assessments]] page Insight will display a column with the header "Result". This column will show pupil's grade(s). 

Enter the word you would like to use in the column header, in place of "Result". 

====Phrase used in place of More reports====

On the [[:Category:Reports|reports]] page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".

Enter the word you would like to use in place of "More reports". 

====Phrase used in place of assignments Pending====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Complete====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Exception====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it. 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Very overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Submission in class====

When creating a homework assignment via the [[manage assignments]] page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight. 

Enter the word that you would like Insight to use in place of "Submission in class". 

====Phrase used in place of student event slot====

When creating student events via the [[manage student events]] page, the default name given to each slot will be "student event slot". 

Enter the word that you would like Insight to use in place of "student event slot". 

[[Category:Management]]
[[Category:Technical]]

Preferences

2022-03-07T18:15:15Z

Admin: /* Ad-hoc data collection groups */

This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only. 

==Welcome letter==

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Welcome letter is the template used for printed documents. 

Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|-
| {url} || The School's INSIGHT URL
|-
|} 

==Login text==

This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message. 

<div>[[Image:prefs_logintext1.jpg|800px]]</div> 

==Login footer text==

By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field. 

==Ad-hoc data collection groups==

From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness. This can be triggered globally using the '''[[role option]]''' or on a specific groups. To trigger this setting for a group, the group in question must be a SIMS USer Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept these. All students in your selected groups will have their checked status flags cleared, and to ptrogress in the system, any user connected to these students must review and confirm their '''[[personal details]]'''

==Notices==

Notices (messages to parents) can be seen on the [[snapshot]] page or on the [[notices]] page. Staff or admin users can send notices using the [[notice composer]] page (depending on their [[roles|role options]]). 

====Show these SIMS events====

Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents. 

====Order newest notices first====

If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top. 

====Use 24hour times====

Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times. 

==Push message to use when new notices are created==

The [[Insight app]] will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification. 

====Notice to use for Unexplained absence====

Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users. 

==App==

====Use this title for app compatible user defined pages====

The [[App server|Insight app]] will display [[user defined pages]] if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference. 

==Assessments==

====Only show the most recent resultset-less Assessment Manager grades====

Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database. 

If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown. 

====Perform colourisation of Assessment Manager grades====

It is not recommended that you use this option. 

Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users. 

==Assignments==

====Remaining assignment days to student users an reminder email====

Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent. 

In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The [[service pack|Keep Alive]] service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the [[AD links]] module to allow students to have their own Insight accounts. 

==Attendance==

====Hide attendance menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[Category:features|attendance menu items]] from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students. 

Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide the Report Absences menu item for the following years (separated by the + symbol)====

As above, this setting hides the [[report absences]] menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide term dates on the default banner====

If this is switched on then the school term dates will not appear in the banner at the top of Insight. 

====Hide marks in attendance summaries for the current day====

This hides today's marks from the [[attendance summary]] and [[lesson summary]] page. Today's marks can also be shown on the [[snapshot]] page so if you want to hide today's marks altogether you may need to alter the user [[list of role options#snapshot|role options]] in addition to using this preference. 

====The number of days taken to validate attendance marks for attendance summaries (-1 for current week)====

This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below. 

This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below. 

If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days. 

Note that this will affect the [[attendance summary]] and [[lesson summary]] pages, but not the [[snapshot]] page which can also show attendance marks. Therefore you may also need to alter the user [[List_of_role_options#Snapshot|role options for the snapshot page]]. 

====Hide marks in attendance summaries in the validation range====

This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden. 

====Only use AM sessions====

This will hide all PM marks, so that parents only see marks for lessons and AM registration. 

==Batch PDF conversion==

Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts. 

====User name of machine administrator for second stage impersonation====

Enter the username of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Password of machine administrator for second stage impersonation====

Enter the password of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Create ISO 19005.1 compliant PDF====

Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required. 

==Behaviour==

====Multiply behaviour points by this factor====

The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value. 

====Hide behaviour menu items for the following years (separated by the + symbol)====

This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group. 

Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====The number of days taken to validate behaviour records====

This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded). 

==Email==

The details in this section must be properly configured in order for Insight to be able to send emails. 

====Your SMTP server name or IP address====

The is the name or address or your SMTP server, which Insight will use to send emails. 

====Username used to authorise against the SMTP Server====

A username for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Password used to authorise against the SMTP Server====

A password for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Your Reply To email address====

When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar. 

[[Image:prefs_emailreplyto1.jpg|400px]] 

[[Image:prefs_emailfrom.jpg|600px]] 

====Optional display name for sender====

Emails from Insight will have a reply to email address (as explained above) and can also have a display name. 

[[Image:prefs_displayname1.jpg|400px]] 

[[Image:prefs_emailfromname.jpg|600px]] 

====Message text for password resets====

This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a [[preferences#login|login preference]] for hashing passwords. 

If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password. 

Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password. 

You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password. 

{| class="wikitable"
! Merge field !! Output
|-
| {link} || The hyperlink that parents need to click on to reset their password
|-
| {salutation} || The parent's salutation
|-
| {username} || The parent's Insight username
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The parent's forename
|-
| {surename} || The parent's surname
|-
| {fullname} || The parent's full name (forename and surname)
|-
| {email} || The parent's email address
|-
| {addressee} || The parent's addressee field, as taken from SIMS
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

'''Example''' 
''Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.'' 
{link} 

''Regards,'' 
''School'' 

====Enable SSL for SMTP====

If you need to use SSL to send emails then switch this on. 

====Optional port to use for SMTP (leave empty for default)====

Specify a port to use on the SMTP server, if required. 

====Maximum number of concurrent asynchronous connections====

This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages. 

====Code inserted into subject fields used for spam rules on internal email====

If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject. 

====Hide the school's email address on the default banner====

The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the [[preferences#banner text|banner text preference]], in which case you would need to remove it from that preference. 

====Introductory message for Email====

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Introductory message for Email is the template used for emails. 

Type your message into the text box. You can use the following merge fields: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {username} || The user's username
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {email} || The email address of the user
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The forename of the user
|-
| {surname} || The user's surname
|-
| {fullname} || The fullname of the user
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

====Forgotten password message for Email====

This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a [[preferences#login|preference in the login section]]. 

Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above. 

Note that you should always include the {password} merge field in this message. 

====Message to send when a username changes as a result of an email address change====

There is a feature called Match which is available on the [[users]] page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes. 

Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two: 

{|class="wikitable"
!Merge field!!Output
|-
|{oldemail}||This will show the parent their old email address
|-
|{newemail}||This will show the parent their new email address
|} 

====Redirect all "contact" emails to this address====

Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people. 

If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons. 

====Redirect all "contact" emails to this address====

Similar to the preference above, send a copy of all contact emails to one or more given email addresses. 

====Text to display in the forgotten password box====

Enter text that will appear next to the password reset section of the login page. 

[[Image:forgottenpassword1.jpg]] 

====Address to send forgotten password requests to when the user has no email of their own====

Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent. 

Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an absence is requested====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an historical absence is reported====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to Form Tutor where possible when an absence is requested====

When future absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to Form Tutor where possible when an historical absence is reported====

When current or historical absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to these addresses when an address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an telephone number change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an email address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Parental Consent is changed====

Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to this address when a notice is saved====

The [[notice composer]] page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way. 

Enter an email address to receive these messages. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Medical attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a forum post is reported====

The [[forums]] feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a dinner topup fails SIMS validation checks====

This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.

====Send emails to these addresses when Report Feedback is entered====

This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.

====Disclaimer to appear on the bottom of all emails sent from INSIGHT====

This allows text to be added to the bottom of all emails that are generated from INSIGHT.

==Exams==

====Hide exam menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[exams|exam menu items]] from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children. 

Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Number of days to hold back exam results====

This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am. 

====Number of days to hold back exam results for years 12 and up====

As above but this setting applies to years 12 and above only. 

====Number of days to hold back exam results for years 12 and up====

This setting is the same as above, but applies to year 12 and higher. 

==Exchange calendar==

If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section. 

====URL of Exchange Web Services - please include protocol and EWS/exchange.asmx====

As above. 

====Username of user to connect to Exchange Web Services====

As above. 

====Password of user to connect to Exchange Web Services====

As above. 

====Domain of user to connect to to Exchange Web Services====

As above. 

==Lesson marks==

====Hide all references to lesson marks====

This setting will remove all lesson marks so that parents only see information for AM and PM sessions. 

==Login==

====Show store links on login screen====

This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the [[App server|Insight app]] from either the play store or app store. There is also a QR code which is used by the app. 

====Time between logout reminders====

Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders. 

[[Image:prefs_logoutreminder1.jpg]] 

====Check parental users against current SIMS contacts at login====

By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your [[preferences#user creation|user creation rules]]) when logging in and if they do not, Insight will not allow them to log in. 

It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login. 

====Message to use when sending PINs====

Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password. 

If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a [[Preferences#Prefer email when sending PINs|preference]] that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short. 

When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message: 

{|class="wikitable"
!Merge field!!Output
|-
|{PIN}||Shows the user's PIN number
|-
|{validuntil}||PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire
|} 

====Allow unreachable users to bypass PINs====

When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number. 

====Prompt parental users without email addresses to supply an email address at log on====

This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address. 

====Allow generated PINS to last all day or until a failed login attempt====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times. 

====Extension time in minutes to PIN expiry====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10). 

====Prefer email when sending PINs====

This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used. 

====Prefer email when sending password reminders====

Insight will attempt to send password reminders using emails rather than SMS messages. 

====Warning to show when users request the login screen to remember their account details====

This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect. 

====Minimum password length====

Users must use at least this many characters when changing their password. 

====Minimum upper case characters====

Users must use at least this many upper case characters when changing their password. 

====Minimum numeric characters====

Users must use at least this many numeric characters when changing their password. 

====Minimum symbol characters====

Users must use at least this many symbols when changing their password. 

====Hash passwords as they are changed====

This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in. 

This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters. 

==Notices==

====Push message to use when new notices are created====

This preference only applies when users are accessing Insight via the [[App server|Insight app]]. When a user receives a [[notices|notice]], a notification will also appear on their phone or tablet. 

==Options offer==

====Hide options offer menu items for the following years (separated by the + symbol)====

This setting can be used to hide the [[options offer]] menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options. 

Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

==Parents evenings==

====Limit parents evening bookings to one booking per member of staff per evening per user====

If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening. 

An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used. 

====include staff bookings in this limit====

Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used. 

As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

====Relax limit for staff with multiple subjects====

This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. 

====Force a break between parents appointments====

This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking. 

====Text to show when a break is forced between parents appointments====

If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots. 

====Breaks between parents appointments are two slots wide====

This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking. 

====Make break exemptions for consecutive appointments with the same member of staff====

If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff. 

====Show staff photos====

If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Show subject icons====

If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Allow staff to modify notes on their own schedule made by other staff members====

Depending on their [[roles|role options]], some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff. 

====Use all classes run during the year, not just those active on the evening====

This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year. 

==PARS==

The PARS preferences section will only appear if you have selected the PARS Link option in the [[service pack|service controller]]. 

====Collect Competition diary events====

Diary events for competitions from PARS will be sent to users via [[notices]]. 

====Collect Exam diary events====

Diary events for exams from PARS will be sent to users via [[notices]]. 

====Collect Literary diary events====

Literary diary events from PARS will be sent to users via [[notices]]. 

====Collect Musical diary events====

Diary entries for musical events from PARS will be sent to users via [[notices]]. 

====Collect Presentation diary events====

Diary events for presentations from PARS will be sent to users via [[notices]]. 

====Collect Sporting diary events====

Diary events for sporting activities from PARS will be sent to users via [[notices]]. 

====Collect Visit diary events====

Diary events for visits from PARS will be sent to users via [[notices]]. 

====Ignore PARS assignment handin dates====

When dealing with [[assignments]] from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on. 

====Use the element schedule end date====

On the [[assessments]] page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered. 

====Collect Grades from PARS====

This preference allows Insight to take grades from PARS, to display to users. 

====PARS grade authorisation level (0=all,1=only auth,2=not unauth)====

PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades. 

This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown. 

====Include PARS communications in notices====

PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight. 

====Replace Detention issuer name with behaviour incident issuer====

It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on. 

====Collect Behaviour information from PARS====

This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS. 

====Collect Detention information from PARS====

This option needs to be enabled if you wish to display information about detentions recorded in PARS. 

====Collect Report Card information from PARS====

This option needs to be enabled if you wish to display information about on report cards recorded in PARS. 

====Collect Assignments from PARS====

This option needs to be enabled if you wish to display information about homework assignments recorded in PARS. 

====List rule based merits====

When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden. 

====List rule based demerits====

When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden. 

====Allow users to cash-in based on their Positive points score, instead of their Net points score====

The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour. 

If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets. 

====Maintain cashin totals separate to accumulated points totals====

This option affects the behaviour summary display on the [[snapshot]] page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total. 

<div>[[Image:cashin_snap.jpg]]</div> 

==Photographs==

====Show anonymous images in place of student photographs====

At the top right and at the bottom of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person. 

==Proxy==

====Your Web Proxy details====

The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk. 

==Reports==

====Use the SIMS Pupil Report field to decide whether to show reports====

If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS. 

==SIMS Write-back==

====Activate SIMS write-back for address change requests====

It is possible to allow parents to request to change their address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for email address change requests====

It is possible to allow parents to request to change their email address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[email address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone number change requests====

It is possible to allow parents to request to change their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone notes====

It is possible to allow parents to request to add notes to their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for personal attributes====

It is possible to allow parents to request to change various attributes via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[personal attribute changes]] page, and if accepted, will write those changes back to SIMS. 

==Sleuth==

Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at [http://www.tascsoftware.co.uk/software/pars-connect/ PARS Connect]. 

====Sleuth web service address====

If you use Sleuth for behaviour recording and reporting, enter the web service address here. 

====Use Sleuth to provide behaviour details====

This option will need to be turned on if you want Insight to collect behaviour information from Slueth. 

====Master Sleuth username====

Enter the username into this field. 

====Master Sleuth password====

Enter the password into this field. 

==SMS==

To send SMS messages using Insight, you will need an account with either [http://www.textanywhere.net/ Text Anywhere] or [https://www.teachers2parents.co.uk/ Teachers2Parents]. 

====Your Textanywhere TASC authorisation number====

Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages. 

====Use SSL for SMS sending====

If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required. 

====Your Textanywhere client identifier====

Enter the Identifier of your Text Anywhere account. The Identifier is not an email address. 

====Your Textanywhere client password====

Enter your Text Anywhere password here. 

====Email address for SMS replies====

If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field. 

====Fixed originator string====

By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages. 

====Introductory message for SMS====

This is the message that will be used if you send information to users via the [[password notification]] page. The following mail merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|} 

====Forgotten password message for SMS====

This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above. 

====URL used to access the teachers2parents server====

If you have created a teachers2parents account then enter the URL here. 

====Username used to authorise against the teachers2parents server====

Enter the username for your teachers2parents account. 

====Password used to authorise against the teachers2parents server====

Enter the password for your teachers2parents account. 

==Umbrella==

If you are using the Insight Umbrella service then enter the relevant details in this section. 

====URL of the Insight Umbrella service if used====

Enter the URL for the Insight Umbrella service, which is installed separately to Insight. 

====URL of this Insight installation for the Umbrella service to use====

This field needs to contain an externally accessible address for the installation of Insight you are currently using. 

==User creation==

====Never use email addresses for usernames when synchronising parents====

If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use. 

====Disregard contacts with no email in SIMS====

This option will prevent accounts being created for any parents who do not have an email address in SIMS. 

====Deactivate a user's links when the contact has no email in SIMS, and previously an email was found====

When a [[users#synchronisation|sync]] is performed, any users who do not have an email address will have their account deactivated. 

====Date Of Leaving grace days before considered Off Roll====

By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their [[exam results]]. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available. 

====Largest number of days in the future for admission dates of applicants====

Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts. 

==Vocabulary==

This section is used to change the words used in Insight to match your school's vocabulary. 

====Word used in place of Detentions====

Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[detentions]] page. 

====Word used in place of Behaviours====

Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[behaviours]] page. 

====Word used in place of Achievements====

Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[achievements]] page. 

====Define snapshot red/thumbs down====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot amber/yellow card====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot amber/yellow card up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot red/thumbs down up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Phrase used in place of Aspect Name====

On the [[assessments]] page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade") 

Enter the word you would like to use in the column header, in place of "Aspect name". 

====Phrase used in place of Result block====

On the [[assessments]] page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]". 

Enter the word you would like to use in place of "Result block". 

This will only take effect where the [[role options|role option]] "Show result block" from the assessments section is switched on. 

====Phrase used in place of Level====

On the [[assessments]] page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header. 

This will only take effect where the [[role options|role option]] "Attempt level split on aspect name" from the assessments section is switched on. 

Enter the word you would like to use in the column header, in place of "Level". 

====Phrase used in place of Result====

On the [[assessments]] page Insight will display a column with the header "Result". This column will show pupil's grade(s). 

Enter the word you would like to use in the column header, in place of "Result". 

====Phrase used in place of More reports====

On the [[:Category:Reports|reports]] page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".

Enter the word you would like to use in place of "More reports". 

====Phrase used in place of assignments Pending====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Complete====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Exception====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it. 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Very overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Submission in class====

When creating a homework assignment via the [[manage assignments]] page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight. 

Enter the word that you would like Insight to use in place of "Submission in class". 

====Phrase used in place of student event slot====

When creating student events via the [[manage student events]] page, the default name given to each slot will be "student event slot". 

Enter the word that you would like Insight to use in place of "student event slot". 

[[Category:Management]]
[[Category:Technical]]

Preferences

2022-03-07T18:15:00Z

Admin:

This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only. 

==Welcome letter==

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Welcome letter is the template used for printed documents. 

Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|-
| {url} || The School's INSIGHT URL
|-
|} 

==Login text==

This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message. 

<div>[[Image:prefs_logintext1.jpg|800px]]</div> 

==Login footer text==

By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field. 

==Ad-hoc data collection groups==

From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness. This can be triggered globally using the '''[[role option]]''' or on a specific groups. To trigger this setting for a group, the group in question must be a SIMS USer Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept these. All sttudents in your selected groups will have their checked status flags cleared, and to ptrogress in the system, any user connected to these students must review and confirm their '''[[personal details]]'''

==Notices==

Notices (messages to parents) can be seen on the [[snapshot]] page or on the [[notices]] page. Staff or admin users can send notices using the [[notice composer]] page (depending on their [[roles|role options]]). 

====Show these SIMS events====

Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents. 

====Order newest notices first====

If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top. 

====Use 24hour times====

Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times. 

==Push message to use when new notices are created==

The [[Insight app]] will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification. 

====Notice to use for Unexplained absence====

Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users. 

==App==

====Use this title for app compatible user defined pages====

The [[App server|Insight app]] will display [[user defined pages]] if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference. 

==Assessments==

====Only show the most recent resultset-less Assessment Manager grades====

Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database. 

If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown. 

====Perform colourisation of Assessment Manager grades====

It is not recommended that you use this option. 

Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users. 

==Assignments==

====Remaining assignment days to student users an reminder email====

Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent. 

In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The [[service pack|Keep Alive]] service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the [[AD links]] module to allow students to have their own Insight accounts. 

==Attendance==

====Hide attendance menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[Category:features|attendance menu items]] from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students. 

Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide the Report Absences menu item for the following years (separated by the + symbol)====

As above, this setting hides the [[report absences]] menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Hide term dates on the default banner====

If this is switched on then the school term dates will not appear in the banner at the top of Insight. 

====Hide marks in attendance summaries for the current day====

This hides today's marks from the [[attendance summary]] and [[lesson summary]] page. Today's marks can also be shown on the [[snapshot]] page so if you want to hide today's marks altogether you may need to alter the user [[list of role options#snapshot|role options]] in addition to using this preference. 

====The number of days taken to validate attendance marks for attendance summaries (-1 for current week)====

This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below. 

This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below. 

If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days. 

Note that this will affect the [[attendance summary]] and [[lesson summary]] pages, but not the [[snapshot]] page which can also show attendance marks. Therefore you may also need to alter the user [[List_of_role_options#Snapshot|role options for the snapshot page]]. 

====Hide marks in attendance summaries in the validation range====

This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden. 

====Only use AM sessions====

This will hide all PM marks, so that parents only see marks for lessons and AM registration. 

==Batch PDF conversion==

Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts. 

====User name of machine administrator for second stage impersonation====

Enter the username of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Password of machine administrator for second stage impersonation====

Enter the password of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. 

====Create ISO 19005.1 compliant PDF====

Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required. 

==Behaviour==

====Multiply behaviour points by this factor====

The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value. 

====Hide behaviour menu items for the following years (separated by the + symbol)====

This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group. 

Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====The number of days taken to validate behaviour records====

This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded). 

==Email==

The details in this section must be properly configured in order for Insight to be able to send emails. 

====Your SMTP server name or IP address====

The is the name or address or your SMTP server, which Insight will use to send emails. 

====Username used to authorise against the SMTP Server====

A username for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Password used to authorise against the SMTP Server====

A password for an account to access the SMTP server. Depending on your setup, this may not be required. 

====Your Reply To email address====

When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar. 

[[Image:prefs_emailreplyto1.jpg|400px]] 

[[Image:prefs_emailfrom.jpg|600px]] 

====Optional display name for sender====

Emails from Insight will have a reply to email address (as explained above) and can also have a display name. 

[[Image:prefs_displayname1.jpg|400px]] 

[[Image:prefs_emailfromname.jpg|600px]] 

====Message text for password resets====

This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a [[preferences#login|login preference]] for hashing passwords. 

If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password. 

Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password. 

You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password. 

{| class="wikitable"
! Merge field !! Output
|-
| {link} || The hyperlink that parents need to click on to reset their password
|-
| {salutation} || The parent's salutation
|-
| {username} || The parent's Insight username
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The parent's forename
|-
| {surename} || The parent's surname
|-
| {fullname} || The parent's full name (forename and surname)
|-
| {email} || The parent's email address
|-
| {addressee} || The parent's addressee field, as taken from SIMS
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

'''Example''' 
''Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.'' 
{link} 

''Regards,'' 
''School'' 

====Enable SSL for SMTP====

If you need to use SSL to send emails then switch this on. 

====Optional port to use for SMTP (leave empty for default)====

Specify a port to use on the SMTP server, if required. 

====Maximum number of concurrent asynchronous connections====

This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages. 

====Code inserted into subject fields used for spam rules on internal email====

If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject. 

====Hide the school's email address on the default banner====

The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the [[preferences#banner text|banner text preference]], in which case you would need to remove it from that preference. 

====Introductory message for Email====

Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Introductory message for Email is the template used for emails. 

Type your message into the text box. You can use the following merge fields: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {username} || The user's username
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {email} || The email address of the user
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {forename} || The forename of the user
|-
| {surname} || The user's surname
|-
| {fullname} || The fullname of the user
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {schooladdress} || Your school's address
|-
| {todaysdate} || The calendar date
|} 

====Forgotten password message for Email====

This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a [[preferences#login|preference in the login section]]. 

Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above. 

Note that you should always include the {password} merge field in this message. 

====Message to send when a username changes as a result of an email address change====

There is a feature called Match which is available on the [[users]] page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes. 

Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two: 

{|class="wikitable"
!Merge field!!Output
|-
|{oldemail}||This will show the parent their old email address
|-
|{newemail}||This will show the parent their new email address
|} 

====Redirect all "contact" emails to this address====

Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people. 

If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons. 

====Redirect all "contact" emails to this address====

Similar to the preference above, send a copy of all contact emails to one or more given email addresses. 

====Text to display in the forgotten password box====

Enter text that will appear next to the password reset section of the login page. 

[[Image:forgottenpassword1.jpg]] 

====Address to send forgotten password requests to when the user has no email of their own====

Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent. 

Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an absence is requested====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an historical absence is reported====

The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to Form Tutor where possible when an absence is requested====

When future absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to Form Tutor where possible when an historical absence is reported====

When current or historical absences are reported using the [[report absences]] page, send an email to the form tutor. 

====Send emails to these addresses when an address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an telephone number change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an email address change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when an attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Parental Consent is changed====

Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to this address when a notice is saved====

The [[notice composer]] page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way. 

Enter an email address to receive these messages. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a Medical attribute change is requested====

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a forum post is reported====

The [[forums]] feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons. 

====Send emails to these addresses when a dinner topup fails SIMS validation checks====

This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.

====Send emails to these addresses when Report Feedback is entered====

This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.

====Disclaimer to appear on the bottom of all emails sent from INSIGHT====

This allows text to be added to the bottom of all emails that are generated from INSIGHT.

==Exams==

====Hide exam menu items for the following years (separated by the + symbol)====

This setting can be used to hide all [[exams|exam menu items]] from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children. 

Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

====Number of days to hold back exam results====

This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am. 

====Number of days to hold back exam results for years 12 and up====

As above but this setting applies to years 12 and above only. 

====Number of days to hold back exam results for years 12 and up====

This setting is the same as above, but applies to year 12 and higher. 

==Exchange calendar==

If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section. 

====URL of Exchange Web Services - please include protocol and EWS/exchange.asmx====

As above. 

====Username of user to connect to Exchange Web Services====

As above. 

====Password of user to connect to Exchange Web Services====

As above. 

====Domain of user to connect to to Exchange Web Services====

As above. 

==Lesson marks==

====Hide all references to lesson marks====

This setting will remove all lesson marks so that parents only see information for AM and PM sessions. 

==Login==

====Show store links on login screen====

This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the [[App server|Insight app]] from either the play store or app store. There is also a QR code which is used by the app. 

====Time between logout reminders====

Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders. 

[[Image:prefs_logoutreminder1.jpg]] 

====Check parental users against current SIMS contacts at login====

By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your [[preferences#user creation|user creation rules]]) when logging in and if they do not, Insight will not allow them to log in. 

It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login. 

====Message to use when sending PINs====

Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password. 

If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a [[Preferences#Prefer email when sending PINs|preference]] that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short. 

When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message: 

{|class="wikitable"
!Merge field!!Output
|-
|{PIN}||Shows the user's PIN number
|-
|{validuntil}||PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire
|} 

====Allow unreachable users to bypass PINs====

When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number. 

====Prompt parental users without email addresses to supply an email address at log on====

This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address. 

====Allow generated PINS to last all day or until a failed login attempt====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times. 

====Extension time in minutes to PIN expiry====

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10). 

====Prefer email when sending PINs====

This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used. 

====Prefer email when sending password reminders====

Insight will attempt to send password reminders using emails rather than SMS messages. 

====Warning to show when users request the login screen to remember their account details====

This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect. 

====Minimum password length====

Users must use at least this many characters when changing their password. 

====Minimum upper case characters====

Users must use at least this many upper case characters when changing their password. 

====Minimum numeric characters====

Users must use at least this many numeric characters when changing their password. 

====Minimum symbol characters====

Users must use at least this many symbols when changing their password. 

====Hash passwords as they are changed====

This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in. 

This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters. 

==Notices==

====Push message to use when new notices are created====

This preference only applies when users are accessing Insight via the [[App server|Insight app]]. When a user receives a [[notices|notice]], a notification will also appear on their phone or tablet. 

==Options offer==

====Hide options offer menu items for the following years (separated by the + symbol)====

This setting can be used to hide the [[options offer]] menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options. 

Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 

==Parents evenings==

====Limit parents evening bookings to one booking per member of staff per evening per user====

If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening. 

An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used. 

====include staff bookings in this limit====

Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used. 

As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. 

====Relax limit for staff with multiple subjects====

This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. 

====Force a break between parents appointments====

This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking. 

====Text to show when a break is forced between parents appointments====

If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots. 

====Breaks between parents appointments are two slots wide====

This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking. 

====Make break exemptions for consecutive appointments with the same member of staff====

If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff. 

====Show staff photos====

If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Show subject icons====

If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. 

====Allow staff to modify notes on their own schedule made by other staff members====

Depending on their [[roles|role options]], some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff. 

====Use all classes run during the year, not just those active on the evening====

This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year. 

==PARS==

The PARS preferences section will only appear if you have selected the PARS Link option in the [[service pack|service controller]]. 

====Collect Competition diary events====

Diary events for competitions from PARS will be sent to users via [[notices]]. 

====Collect Exam diary events====

Diary events for exams from PARS will be sent to users via [[notices]]. 

====Collect Literary diary events====

Literary diary events from PARS will be sent to users via [[notices]]. 

====Collect Musical diary events====

Diary entries for musical events from PARS will be sent to users via [[notices]]. 

====Collect Presentation diary events====

Diary events for presentations from PARS will be sent to users via [[notices]]. 

====Collect Sporting diary events====

Diary events for sporting activities from PARS will be sent to users via [[notices]]. 

====Collect Visit diary events====

Diary events for visits from PARS will be sent to users via [[notices]]. 

====Ignore PARS assignment handin dates====

When dealing with [[assignments]] from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on. 

====Use the element schedule end date====

On the [[assessments]] page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered. 

====Collect Grades from PARS====

This preference allows Insight to take grades from PARS, to display to users. 

====PARS grade authorisation level (0=all,1=only auth,2=not unauth)====

PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades. 

This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown. 

====Include PARS communications in notices====

PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight. 

====Replace Detention issuer name with behaviour incident issuer====

It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on. 

====Collect Behaviour information from PARS====

This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS. 

====Collect Detention information from PARS====

This option needs to be enabled if you wish to display information about detentions recorded in PARS. 

====Collect Report Card information from PARS====

This option needs to be enabled if you wish to display information about on report cards recorded in PARS. 

====Collect Assignments from PARS====

This option needs to be enabled if you wish to display information about homework assignments recorded in PARS. 

====List rule based merits====

When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden. 

====List rule based demerits====

When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden. 

====Allow users to cash-in based on their Positive points score, instead of their Net points score====

The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour. 

If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets. 

====Maintain cashin totals separate to accumulated points totals====

This option affects the behaviour summary display on the [[snapshot]] page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total. 

<div>[[Image:cashin_snap.jpg]]</div> 

==Photographs==

====Show anonymous images in place of student photographs====

At the top right and at the bottom of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person. 

==Proxy==

====Your Web Proxy details====

The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk. 

==Reports==

====Use the SIMS Pupil Report field to decide whether to show reports====

If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS. 

==SIMS Write-back==

====Activate SIMS write-back for address change requests====

It is possible to allow parents to request to change their address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for email address change requests====

It is possible to allow parents to request to change their email address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[email address changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone number change requests====

It is possible to allow parents to request to change their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for telephone notes====

It is possible to allow parents to request to add notes to their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. 

====Activate SIMS write-back for personal attributes====

It is possible to allow parents to request to change various attributes via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[personal attribute changes]] page, and if accepted, will write those changes back to SIMS. 

==Sleuth==

Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at [http://www.tascsoftware.co.uk/software/pars-connect/ PARS Connect]. 

====Sleuth web service address====

If you use Sleuth for behaviour recording and reporting, enter the web service address here. 

====Use Sleuth to provide behaviour details====

This option will need to be turned on if you want Insight to collect behaviour information from Slueth. 

====Master Sleuth username====

Enter the username into this field. 

====Master Sleuth password====

Enter the password into this field. 

==SMS==

To send SMS messages using Insight, you will need an account with either [http://www.textanywhere.net/ Text Anywhere] or [https://www.teachers2parents.co.uk/ Teachers2Parents]. 

====Your Textanywhere TASC authorisation number====

Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages. 

====Use SSL for SMS sending====

If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required. 

====Your Textanywhere client identifier====

Enter the Identifier of your Text Anywhere account. The Identifier is not an email address. 

====Your Textanywhere client password====

Enter your Text Anywhere password here. 

====Email address for SMS replies====

If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field. 

====Fixed originator string====

By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages. 

====Introductory message for SMS====

This is the message that will be used if you send information to users via the [[password notification]] page. The following mail merge fields can be used: 

{| class="wikitable"
! style="width: 200px;" | Mailmerge field
! style="width: 450px;" | Meaning
|-
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
|-
| {county} || The county of the contact's address
|-
| {country} || The country of the contact's address
|-
| {district} || The district of the user's address
|-
| {email} || The email address of the user
|-
| {forename} || The forename of the user
|-
| {fullname} || The fullname of the user
|-
| {honours} || The user's honours, as taken from SIMS
|-
| {housename} || The name of the user's house
|-
| {housenumber} || The number of the user's house
|-
| {linkedstudents} || This will show a list of students linked to the user
|-
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
|-
| {multilineaddress} || The address of the user, formatted on multiple lines
|-
| {pagebreak} || A pagebreak
|-
| {password} || The user's password (this will only work for randomly generated passwords)
|-
| {postcode} || The user's postcode
|-
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
|-
| {schooladdress} || The school's address
|-
| {schoollogo} || The school's logo
|-
| {singleLineAddress} || The user's address on a single line
|-
| {street} || The street the user lives on
|-
| {surname} || The user's surname
|-
| {title} || The user's title i.e. Mr or Mrs
|-
| {todaysdate} || The calendar date
|-
| {town} || The town the user lives in
|-
| {username} || The user's username
|} 

====Forgotten password message for SMS====

This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above. 

====URL used to access the teachers2parents server====

If you have created a teachers2parents account then enter the URL here. 

====Username used to authorise against the teachers2parents server====

Enter the username for your teachers2parents account. 

====Password used to authorise against the teachers2parents server====

Enter the password for your teachers2parents account. 

==Umbrella==

If you are using the Insight Umbrella service then enter the relevant details in this section. 

====URL of the Insight Umbrella service if used====

Enter the URL for the Insight Umbrella service, which is installed separately to Insight. 

====URL of this Insight installation for the Umbrella service to use====

This field needs to contain an externally accessible address for the installation of Insight you are currently using. 

==User creation==

====Never use email addresses for usernames when synchronising parents====

If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use. 

====Disregard contacts with no email in SIMS====

This option will prevent accounts being created for any parents who do not have an email address in SIMS. 

====Deactivate a user's links when the contact has no email in SIMS, and previously an email was found====

When a [[users#synchronisation|sync]] is performed, any users who do not have an email address will have their account deactivated. 

====Date Of Leaving grace days before considered Off Roll====

By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their [[exam results]]. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available. 

====Largest number of days in the future for admission dates of applicants====

Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts. 

==Vocabulary==

This section is used to change the words used in Insight to match your school's vocabulary. 

====Word used in place of Detentions====

Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[detentions]] page. 

====Word used in place of Behaviours====

Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[behaviours]] page. 

====Word used in place of Achievements====

Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[achievements]] page. 

====Define snapshot red/thumbs down====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot amber/yellow card====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". 

Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions. 

This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. 

====Define snapshot green/thumbs up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot amber/yellow card up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Define snapshot red/thumbs down up for Attendance====

On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". 

Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance. 

This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. 

====Phrase used in place of Aspect Name====

On the [[assessments]] page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade") 

Enter the word you would like to use in the column header, in place of "Aspect name". 

====Phrase used in place of Result block====

On the [[assessments]] page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]". 

Enter the word you would like to use in place of "Result block". 

This will only take effect where the [[role options|role option]] "Show result block" from the assessments section is switched on. 

====Phrase used in place of Level====

On the [[assessments]] page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header. 

This will only take effect where the [[role options|role option]] "Attempt level split on aspect name" from the assessments section is switched on. 

Enter the word you would like to use in the column header, in place of "Level". 

====Phrase used in place of Result====

On the [[assessments]] page Insight will display a column with the header "Result". This column will show pupil's grade(s). 

Enter the word you would like to use in the column header, in place of "Result". 

====Phrase used in place of More reports====

On the [[:Category:Reports|reports]] page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".

Enter the word you would like to use in place of "More reports". 

====Phrase used in place of assignments Pending====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Complete====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Exception====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it. 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Very overdue====

On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. 

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue). 

This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. 

====Phrase used in place of assignments Submission in class====

When creating a homework assignment via the [[manage assignments]] page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight. 

Enter the word that you would like Insight to use in place of "Submission in class". 

====Phrase used in place of student event slot====

When creating student events via the [[manage student events]] page, the default name given to each slot will be "student event slot". 

Enter the word that you would like Insight to use in place of "student event slot". 

[[Category:Management]]
[[Category:Technical]]

Personal details

2022-03-07T18:09:48Z

Admin: /* Confirm All Data is Correct */

The Personal Details page allows parents to view and modify their own personal data, and the data of their children. You can control what data is shown on the Personal Details page and whether or not it can be modified by users (see the Configuration section below). 

Insight can be configured so that an email alert is sent to a staff member whenever an email address change is requested and these changes write back to SIMS automatically, once approved by staff. 

=Configuration=

==Roles==

Parents must be given various permissions in order to access the Personal Details page, to view their personal data and to make data changes. See the '''[[Roles]]''' page for further information about accessing and editing Roles. 

There are many options for the Personal Details page which will not be covered here (see the '''[[list of role options]]''' page for a full description of the relevant Role Options). You must be aware of the following two options:
*'''Show Other Users Details
*'''Show Home Address 

Both of these options will display the parent's details to any other Insight users linked to the student. The '''Show Other Users Details''' option will display the contact details, of the parent, while the '''Show Home Address''' setting shows the student's home address, which is highly likely to be the home address of a parent or carer. 

Staff need the following menu items enabled: 
*'''Personal attribute changes
*'''Address changes
*'''Email address changes
*'''Telephone No. changes 

==Email Alerts when Data is Changed==

Insight can send an email to notify staff when a parent changes their data on the Personal Details page. To configure this, go to: 
''Manage > Preferences > Email'' 

There are preferences towards the bottom of the Email section called
*'''Send emails to these addresses when an attribute change is requested
*'''Send emails to these addresses when a Parental Consent is changed
*'''Send emails to these addresses when a medical attribute change is requested 

You can enter {year} into an email address and it will be replaced by the student's year group when an email is sent. This is useful if you have multiple staff who are responsible for dealing with data for different academic years. 

{{Note|Insight needs to be configured in order to send emails and SMS messages. See the '''[[communication setup]]''' page for further information.}} 

==Writing back to SIMS==

Insight will log all of the incidences of parents requesting to change their details. Insight can also update SIMS if/when these requests are accepted by staff. It is also possible (but uncommon) to remove the requirement for staff to accept a parent's request to change their details, meaning parents can make changes to their details which will write back to SIMS immediately without any staff intervention. 

===Writing back to SIMS after staff approval===

To enable this, go to: 
''Manage > Preferences > SIMS Write-back'' 

Enable the '''Activate SIMS write-back for personal attributes''' option then click '''Update''' at the top right of the page. 

===Removing the requirement for staff approval===

[[Image:immediate_sims_writeback.png|thumb|The Role options allowing parents to change their details in SIMS without staff approval]]

The Role options for a user determine whether or not they can write data changes back to SIMS without staff approval. When editing a Role, there are many options relating to the Personal Details page. The settings labeled '''immediate''' determine whether a parent can change their details in SIMS without staff approval. 

See the '''[[Roles]]''' page for further information about accessing and editing Roles. 

==Adding User Defined Fields==

You can create User Defined Fields in SIMS, which can be displayed on the Personal Details page in Insight. These fields can either be read-only, or users can be allowed to modify them. 

If the User Defined Field can be modified by users then you will be able to run reports in SIMS on these fields. 

User Defined Fields apply to either the Parent or the Student. If the field applies to a Parent then each parent could have a different setting, for a given student. If the field is applied to a student then only one value can be given per student, which is the same way that Parental Consents work. 

===SIMS Lookups===

If a field applies to parents and can be modified by users, then it will either be a free text box or a multiple choice drop-down (fields applied to students are always tick boxes). If you would like to use a drop-down, you must first configure the options that will appear in the dropdown. To do this, log in to SIMS and go to: 
''Tools > Lookups > Maintain'' 

Click '''New''' at the top left. Enter a description for the lookup in Section 1, then enter the items for the drop-down in Section 2. The item at the top of the list in Section 2 will be the default in Insight. 

===SIMS User Defined Fields===

Next you need to create a User Defined Field in SIMS. To do this, go to: 
''Tools > Setups > User Defined Fields'' 

Click the New button at the top left to create a new User Defined Field. If you want this field to be read-only then the '''Description''' field must begin with a single asterisk. If you want users to be able to change this field then the '''Description''' field must begin with two asterisks. 

If the Field is to be applied to Parents then the '''Field Type''' option should be set to Lookup (Single). The '''Data Domain''' setting must be set to Person and in the '''Data Area(s)''' section you must select Contact Details. In the '''Panel''' section of '''Data Area''' you must select User Defined Fields. 

If the Field is to be applied to Students then the '''Field Type''' option should be set to True/False. The '''Data Domain''' setting must be set to Person and in the '''Data Area(s)''' section you must select Student Details. In the '''Panel''' section of '''Data Area''' you must select Parental Consent. 

Finally, restart the Insight website (using the IIS server) to force Insight to retrieve the new Fields from SIMS. 

=Managing Data Changes=

Data changes are managed via one of the following pages (depending on the type of data being changed): 
''Manage > Personal attribute changes'' 
''Manage > Email address changes'' 
''Manage > Telephone No. changes'' 
''Manage > Address changes'' 

==Personal Details==

To deal with a pending request, first click on it so that it is highlighted in blue. Next, click the Open button from the top right of the page. This will open a window where you can view the details of the requested change, and decide whether to approve or deny it. You may wish to phone the contact to confirm that the request is genuine. 

==New Contact Requests==
[[Image:manage_new_contact_request.png|thumb|The new contact entry form]]

Depending on their '''[[role options]]''', users may be able to request to add new contacts to SIMS. These requests are managed via the ''Personal Attribute Changes'' page. 

There are more options when dealing with new contact requests
*If the new home address is similar to other existing addresses in SIMS, you will see a list of similar addresses (the new address appears at the top of the list). If the address already exists in SIMS then use the existing SIMS address
*If the new contact appears in the list of '''Existing Contacts''' at the bottom of the page then reject the request
*Otherwise if the new contact appears in the list of '''Close Matches''' then select that contact and Accept the request. This will link the student to the existing contact in SIMS, without changing the contact details or address of the existing contact 

==Reporting==

[[Image:data_collection_report.png|thumb|The Data Collection Report]]

The following '''[[role options|role option]]''' is required to report on data changes: 
''Reports > Data Collection'' (On) 

The Data Collection Report can then be accessed via: 
'''Reports > Data Collection''' 

The Data Collection Report will show the times that users have visited the Personal Details page, and whether they have requested any changes to their data. If the users has requested to change their home address, email address, telephone number or other details, you will see a tick in one of the columns to the right of the report. 

If you have configured Insight so that users must confirm that their details are correct (see '''[[#Confirm All Data is Correct|Confirm All Data is Correct]]''' below for more information), then any users that have confirmed their details will have a tick to the right of the '''Telephone''' column. 

=How Users Request to Change Their Data=

[[Image:personal_details_user.png|thumb|The Personal Details page from a user's point of view]]

Users can request to change their data via the '''[[personal details]]''' page which is accessed via: 
''General > Personal Details'' 

==Adding New Contacts==

If the user has the ''Allow new contact entry'' role option then they will see an '''Add contact''' button at the bottom of the '''Contact details''' section. Clicking this will open a window where the user can request to add a new contact to SIMS. 

Any new contacts that have been requested will appear at the bottom of the '''Contact details''' section until the request has been actioned by the school. Users will see an '''Edit''' button next to any pending contacts, allowing them to make changes or correct mistakes until the request has been actioned by the school. 

==Consents==

Users can change the consents given for their children by simply clicking the tick box next to each consent. For user defined fields, users either type into the textbox or select from a dropdown, depending on the type of User Defined Field they are dealing with. Changes to consents and User Defined Fields do not require school approval and are updated in SIMS immediately. 

==All Other Data Requests==

Any data that the user is able to change (according to their '''[[role options]]''') is highlighted in blue. The user can click on the data they want to change which opens a window in which they can enter their request. Once the user has requested that their data is changed, a warning symbol will appear next to the existing data, until the request is accepted/denied by the school. 

If a school administrator requires parental users of all students in a particular SIMS User Defined group to check their children's details are correct and complete, this can be configured from the [[Preferences]] page.

=Confirm All Data is Correct=

[[Image:confirm_all_details.png||thumb|The message users will see when they need to confirm their details]]

Insight can be configured so that, when parents log in, they are taken to the Personal Details page and cannot leave this page until they confirm the details shown are correct. To enable this option, use the following '''[[role options|role option]]''': 
''General > Personal details > Allow new contact entry'' (On) 

Insight will record whether or not users have confirmed their details in the Data Collection Report ([[#Data Collection Report|see above]]). This data will be overwritten the next time that the role option is enabled (turned on again after being turned off). 

You can configure this setting directly on students in SIMS User Defined Groups from the '''[[preferences]]''' page.

Personal details

2022-03-07T18:09:12Z

Admin: /* Confirm All Data is Correct */

Personal details

2022-03-07T18:06:31Z

Admin: /* All Other Data Requests */

Main Page

2022-03-07T18:02:49Z

Admin:

Main Page

2022-03-07T18:02:07Z

Admin:

Main Page

2022-03-07T18:01:49Z

Admin:

{{DISPLAYTITLE:{{FULLPAGENAME}}}}
{|style="color:#042352"
|style="width:39%; text-align:center"|[[Image:insigtlogo small.jpg|link=]]
Welcome to INSIGHT Wiki 
the guide to TASC Software Solutions; INSIGHT
[[Frequently asked questions|Frequently Asked Questions]]
[[TASC Software Community Portal|Click here for further products from TASC Software Solutions Ltd]]
|style="width:2%"|
|style="width:59%"|'''TECHNICAL'''
* [[Installation]]
* [[Service pack|Version updates]]
* [[Personalisation|Personalisation & display changes]]
* [[Server migration]]
'''ACCOUNTS'''
* [[Users|Creating and managing users]]
* [[Roles|Role options - deciding what users can access]]
* [[Password notification|Generating and distributing passwords (email, letter or SMS)]]

|} 

<div style="text-align:center; font-weight:bold">''' Interested in behaviour management, seating plans, detentions, attendance, Assessment Manager, homework, text/email, teacher mobile registration? 
[http://www.tascsoftware.co.uk/contact/ Click here for information]'''</div> 

{| width="100%;" |
|style="border:1pt solid #6a89b8; color:#0098DC; padding:5px; font-size:16pt;text-align:center;" width="19%;" |
<div style="float:left">[[Image:addmod2.png|link=|32px]]</div> <div style="position:relative;top:2px">'''[[:Category:Additional_modules|Extra Modules]]</div>
|width="1%;"|
|style="border:1pt solid #6a89b8; color:#0098DC; padding:5px; font-size:16pt;text-align:center;" width="19%;" |
<div style="float:left">[[Image:features1.png|link=|32px]]</div> <div style="position:relative;top:2px">'''[[:Category:Features|Features]]</div>
|width="1%;"|
|style="border:1pt solid #6a89b8; color:#0098DC; padding:5px; font-size:16pt;text-align:center;" width="19%;" |
<div style="float:left">[[Image:management1.png|link=|32px]]</div> <div style="position:relative;top:2px">'''[[:Category:Management|Management]]</div>
|width="1%;"|
|style="border:1pt solid #6a89b8; color:#0098DC; padding:5px; font-size:16pt;text-align:center;" width="19%;" |
<div style="float:left">[[Image:reports1.png|link=|32px]]</div> <div style="position:relative;top:2px">'''[[:Category:Reports|Reports]]</div>
|width="1%;"|
|style="border:1pt solid #6a89b8; color:#0098DC; padding:5px; font-size:16pt;text-align:center;" width="19%;" |
<div style="float:left">[[Image:technical1.png|link=|32px]]</div> <div style="position:relative;top:2px">'''[[:Category:Technical|Technical]]</div>
|}

Main Page

2022-03-07T18:00:52Z

Admin:

Parents evenings

2022-01-31T09:42:05Z

Admin: /* Mark Attendance */

Parents Evening is an additional module in Insight. It allows users to make bookings with staff for parents evening on a first-come first-serve basis. The parents evening additional module is a bundle, which also includes '''[[events]]''' and '''[[student events]]'''. 

As Parents Evening is an additional module of Insight, a separate charge applies. Please contact [mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk] for further information. 

=Configuration=

The following '''[[role options]]''' are required to configure a parents evening: 
''Manage > Parents Evening'' (On) 
''Manage > Parents Evening > Allow access to event management'' (On) 

==Creating a Parents Evening==

To create a new parents evening go to: 
'''Manage > Parents Evening''' 

Click the '''Add''' button at the top of the page. A new page will open with four tabs. 

'''Details Tab''' 
[[Image:parents_evening_details_tab.png|thumb|The Details Tab. Click to expand]]

Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. You should change this to Booking after you have finished configuring the Parents Evening and are ready for parents to make bookings. 

Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. 

Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. 

In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. 

Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. '''Curtailment''' forces appointments to end 1 or 2 minutes earlier. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. 

The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. 

The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. 

'''Event notes''' will appear in a window for parents when they access the parents evening. You can set different notes for each Parents Evening using this feature. 

Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. 

'''Students Tab''' 

Select the year group(s) of students who will be attending the Parents Evening. 

'''Staff Tab''' 

Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). 

Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. 

The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. 

On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the '''[[Insight SIMS User]]''' has the correct academic year set in SIMS. 

'''Exclusions Tab''' 

This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. 

==Excluding Classes / Subjects / Teachers==
 
'''Excluding Subjects''' 

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: 
'''Manage > Preferences > Parents Evening''' 

There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. 

Once you have done the above, go to: 
'''Manage > Parents Evenings''' 

Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. 

'''Excluding Individual Classes''' 

This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. 

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. 

[[Image:parents_evening_edit_dropdown.jpg]] 

Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. 

For classes which are shared between staff members, users will be offered a choice of which staff member are to be excluded and which are to be included. Alternatively, the link at the bottom of the list may be used to show all classes and all staff in one screen, making it easier to see which staff members have been excluded without opening individual classes. 

An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled: 
''Manage > Parents Evenings'' (On) 
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 

'''Excluding Teachers''' 

Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. 

If a staff member already has bookings when you exclude them, then the bookings will be cancelled. An email will be sent to parents explaining that their booking has been cancelled and you will have the option to type additional information to appear in this email. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Advanced Configuration==

===Allow Video Appointments===

Insight can be configured so that parents evening appointments take place in a video conference, rather than face-to-face. To enable this, turn on the following preference: 
''Preferences > Parents Evening > Allow video meetings'' 

The Insight IIS server also needs to have websockets configured and enabled. The following link gives further information about this: 
[https://docs.microsoft.com/en-us/iis/configuration/system.webserver/websocket Microsoft Websocket Docs]
 

You may also need to configure your firewall to allow the video appointments to work for users on the school network. You must allow connections on all outbound ports via UDP and TCP to 3.9.22.206 

===Automatically Cut Off Video Appointments===

Video appointments can automatically cut off at the end of the appointment time. The alternative is that appointments are allowed to overrun. The setting to automatically cut off appointments is: 
''Preferences > Parents Evening > Automatically terminate video meetings'' 

===Allow Staff to Record Video Appointments===

Insight supports recording video appointments. This feature is only available for staff; parents cannot record appointments. When this feature is enabled, parents will see a warning that meetings may be recorded, and will be notified when staff choose to begin recording. 

This feature is controlled using: 
''Preferences > Parents Evening > Allow recording'' 

===Force a Break Between Parents' Appointments===

You can force parents to have a break before and after each of their appointments. The following preference is used to enable breaks between appointments: 
''Preferences > Parents Evening > Force a break between parents appointments'' 

You can lift this requirement for parents who are making bookings with the same member of staff. Parents may be allowed to make bookings with the same member of staff if they have more than one child at the parents evening, or if a staff member teaches multiple subjects. There are preferences to lift the requirement for breaks between bookings in these situations: 
''Preferences > Parents Evening > Relax breaks for siblings'' 
''Preferences > Parents Evening > Relax limit for staff with multiple subjects'' 

By default each break will last the same amount of time as the appointments do. However the breaks can be double the length of time of the appointments if required, depending on the following preference: 
''Preferences > Parents Evening > Breaks between parents appointments are two slots wide'' 

===Assign Breaks for Staff===

[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]

The following role options are required to add breaks to a parents evening: 
''Manage > Parents Evening > Allow unavailable and break booking'' (On) 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. 

To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. 

Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. Alternatively breaks can be added for a single timeslot during the event. 

To add staggered breaks, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). 

To add breaks for all staff for a single timeslot, click '''Break''' (from the list of students on the left) then click on a column header and select '''Yes''' when prompted. You can remove these breaks by clicking the column header again. 

===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===

You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. 

===Changing the Icons Used for Subjects on the Booking Page===

When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). 

Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png 

=Staff / Teacher Usage=

Staff require the following '''[[role options]]''': 
''Manage > Parents Evening'' (On) 

The following settings are also recommended for staff: 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 
''Manage > Parents Evenings > Allow access to event management'' (Off) 
''Manage > Parents Evenings > Allow over booking'' (Off) 

{{Note|The Allow over booking option gives staff the ability to double-book students for appointments}}

==Making Bookings for Students==

[[Image:parents_evening_staff_schedule.jpg|thumb|Making a booking for a student]]

To make bookings for students, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. 

You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. 

[[Image:parents_evening_admin_schedule.jpg|thumb|The Schedule screen when the ''Allow access to multiple staff'' Role Option has been given to staff]]

If staff have been given the following '''[[Roles|Role Option]]''' they will see a slightly different view: 
''Manage > Parents Evenings > Allow access to multiple staff'' (On) 

In this case, after selecting a Parents Evening and clicking '''Schedule''' staff will be taken to a new page, but the view will be different.

You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. 

Columns will be coloured grey if the student already has a booking in that timeslot. 

Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. 

==Download a List of Appointments==

This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. 

To download the bookings as an iCal file (to import into a calendar, such as Google) click '''Share''' then '''Calendar'''. 

You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. 

==Video Appointments==

In order to conduct appointments via online video, staff must have the following '''[[role options]]''' turned off: 
''Manage > Parents Evening > Allow access to multiple staff'' (Off) 

Video appointments cannot be started until the date of the parents evening. The status of the Parents Evening must be set to '''Closed to Parents'''. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

If recording has been enabled (see the Configuration section above) then staff will see a Record button. Clicking this will begin a recording of the appointment. When the staff member clicks the Record button a second time, the recording will stop and a file will be downloaded to the staff member's device containing the recorded content. 

==Mark Attendance==

You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The column labelled 'Att' is used to record whether or not each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). 

It is possible to enter the attendance for a Parents Evening until 3 days after the date of the parents evening. At that time, no further attendance marks can be recorded. 

=Parental Usage=

To book Parents Evenings appointments, users require the following [[role options]]: 
''General > Parents Evenings'' (On) 
''General > Parents Evenings > Allow Non-Teachers'' (Off) 
''General > Parents Evenings > Allow User Bookings'' (On) 

==Making Bookings==

[[Image:parents_evening_booking_page.png|thumb|The Parents Evening booking page]]

Users access the Parents Evening page via: 
'''General > Parents Evening''' 

Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. 

If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. 

If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. 

==Video Appointments==

Video appointments are only available if the status of the Parents Evening is set to '''Closed to Parents'''. Video appointments can be started until the date of the parents evening. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Downloading Documents==

Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. 

If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. 

=Additional Features=

==Sending Appointment Lists via Email==

To email appointment lists, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Email'''. A window will appear in which you can select the recipients. Once you have selected the recipients, click '''OK''' to send the emails. Each recipient will receive a PDF document showing their appointments. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Reporting on Attendance==

[[Image:parents_evening_attendance.jpg|thumb|An attendance report for a Parents Evening]]

To view the Attendance of a Parents Evening, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Attendance'''. This will open a report giving figures regarding the attendance to the selected Parents Evening. 

The report has two sections, one for bookings by parents and the other for bookings by students. Bookings made by staff members are recorded against the student, therefore these bookings will not appear in the Parents Section.

Parents evenings

2022-01-27T10:42:01Z

Admin:

Parents Evening is an additional module in Insight. It allows users to make bookings with staff for parents evening on a first-come first-serve basis. The parents evening additional module is a bundle, which also includes '''[[events]]''' and '''[[student events]]'''. 

As Parents Evening is an additional module of Insight, a separate charge applies. Please contact [mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk] for further information. 

=Configuration=

The following '''[[role options]]''' are required to configure a parents evening: 
''Manage > Parents Evening'' (On) 
''Manage > Parents Evening > Allow access to event management'' (On) 

==Creating a Parents Evening==

To create a new parents evening go to: 
'''Manage > Parents Evening''' 

Click the '''Add''' button at the top of the page. A new page will open with four tabs. 

'''Details Tab''' 
[[Image:parents_evening_details_tab.png|thumb|The Details Tab. Click to expand]]

Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. You should change this to Booking after you have finished configuring the Parents Evening and are ready for parents to make bookings. 

Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. 

Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. 

In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. 

Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. '''Curtailment''' forces appointments to end 1 or 2 minutes earlier. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. 

The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. 

The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. 

'''Event notes''' will appear in a window for parents when they access the parents evening. You can set different notes for each Parents Evening using this feature. 

Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. 

'''Students Tab''' 

Select the year group(s) of students who will be attending the Parents Evening. 

'''Staff Tab''' 

Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). 

Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. 

The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. 

On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the '''[[Insight SIMS User]]''' has the correct academic year set in SIMS. 

'''Exclusions Tab''' 

This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. 

==Excluding Classes / Subjects / Teachers==
 
'''Excluding Subjects''' 

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: 
'''Manage > Preferences > Parents Evening''' 

There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. 

Once you have done the above, go to: 
'''Manage > Parents Evenings''' 

Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. 

'''Excluding Individual Classes''' 

This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. 

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. 

[[Image:parents_evening_edit_dropdown.jpg]] 

Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. 

For classes which are shared between staff members, users will be offered a choice of which staff member are to be excluded and which are to be included. Alternatively, the link at the bottom of the list may be used to show all classes and all staff in one screen, making it easier to see which staff members have been excluded without opening individual classes. 

An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled: 
''Manage > Parents Evenings'' (On) 
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 

'''Excluding Teachers''' 

Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. 

If a staff member already has bookings when you exclude them, then the bookings will be cancelled. An email will be sent to parents explaining that their booking has been cancelled and you will have the option to type additional information to appear in this email. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Advanced Configuration==

===Allow Video Appointments===

Insight can be configured so that parents evening appointments take place in a video conference, rather than face-to-face. To enable this, turn on the following preference: 
''Preferences > Parents Evening > Allow video meetings'' 

The Insight IIS server also needs to have websockets configured and enabled. The following link gives further information about this: 
[https://docs.microsoft.com/en-us/iis/configuration/system.webserver/websocket Microsoft Websocket Docs]
 

You may also need to configure your firewall to allow the video appointments to work for users on the school network. You must allow connections on all outbound ports via UDP and TCP to 3.9.22.206 

===Automatically Cut Off Video Appointments===

Video appointments can automatically cut off at the end of the appointment time. The alternative is that appointments are allowed to overrun. The setting to automatically cut off appointments is: 
''Preferences > Parents Evening > Automatically terminate video meetings'' 

===Allow Staff to Record Video Appointments===

Insight supports recording video appointments. This feature is only available for staff; parents cannot record appointments. When this feature is enabled, parents will see a warning that meetings may be recorded, and will be notified when staff choose to begin recording. 

This feature is controlled using: 
''Preferences > Parents Evening > Allow recording'' 

===Force a Break Between Parents' Appointments===

You can force parents to have a break before and after each of their appointments. The following preference is used to enable breaks between appointments: 
''Preferences > Parents Evening > Force a break between parents appointments'' 

You can lift this requirement for parents who are making bookings with the same member of staff. Parents may be allowed to make bookings with the same member of staff if they have more than one child at the parents evening, or if a staff member teaches multiple subjects. There are preferences to lift the requirement for breaks between bookings in these situations: 
''Preferences > Parents Evening > Relax breaks for siblings'' 
''Preferences > Parents Evening > Relax limit for staff with multiple subjects'' 

By default each break will last the same amount of time as the appointments do. However the breaks can be double the length of time of the appointments if required, depending on the following preference: 
''Preferences > Parents Evening > Breaks between parents appointments are two slots wide'' 

===Assign Breaks for Staff===

[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]

The following role options are required to add breaks to a parents evening: 
''Manage > Parents Evening > Allow unavailable and break booking'' (On) 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. 

To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. 

Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. Alternatively breaks can be added for a single timeslot during the event. 

To add staggered breaks, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). 

To add breaks for all staff for a single timeslot, click '''Break''' (from the list of students on the left) then click on a column header and select '''Yes''' when prompted. You can remove these breaks by clicking the column header again. 

===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===

You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. 

===Changing the Icons Used for Subjects on the Booking Page===

When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). 

Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png 

=Staff / Teacher Usage=

Staff require the following '''[[role options]]''': 
''Manage > Parents Evening'' (On) 

The following settings are also recommended for staff: 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 
''Manage > Parents Evenings > Allow access to event management'' (Off) 
''Manage > Parents Evenings > Allow over booking'' (Off) 

{{Note|The Allow over booking option gives staff the ability to double-book students for appointments}}

==Making Bookings for Students==

[[Image:parents_evening_staff_schedule.jpg|thumb|Making a booking for a student]]

To make bookings for students, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. 

You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. 

[[Image:parents_evening_admin_schedule.jpg|thumb|The Schedule screen when the ''Allow access to multiple staff'' Role Option has been given to staff]]

If staff have been given the following '''[[Roles|Role Option]]''' they will see a slightly different view: 
''Manage > Parents Evenings > Allow access to multiple staff'' (On) 

In this case, after selecting a Parents Evening and clicking '''Schedule''' staff will be taken to a new page, but the view will be different.

You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. 

Columns will be coloured grey if the student already has a booking in that timeslot. 

Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. 

==Download a List of Appointments==

This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. 

To download the bookings as an iCal file (to import into a calendar, such as Google) click '''Share''' then '''Calendar'''. 

You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. 

==Video Appointments==

In order to conduct appointments via online video, staff must have the following '''[[role options]]''' turned off: 
''Manage > Parents Evening > Allow access to multiple staff'' (Off) 

Video appointments cannot be started until the date of the parents evening. The status of the Parents Evening must be set to '''Closed to Parents'''. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

If recording has been enabled (see the Configuration section above) then staff will see a Record button. Clicking this will begin a recording of the appointment. When the staff member clicks the Record button a second time, the recording will stop and a file will be downloaded to the staff member's device containing the recorded content. 

==Mark Attendance==

You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The furthest right column is used to record whether each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). 

It is possible to enter the attendance for a Parents Evening until 3 days after the date of the parents evening. At that time, no further attendance marks can be recorded. 

=Parental Usage=

To book Parents Evenings appointments, users require the following [[role options]]: 
''General > Parents Evenings'' (On) 
''General > Parents Evenings > Allow Non-Teachers'' (Off) 
''General > Parents Evenings > Allow User Bookings'' (On) 

==Making Bookings==

[[Image:parents_evening_booking_page.png|thumb|The Parents Evening booking page]]

Users access the Parents Evening page via: 
'''General > Parents Evening''' 

Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. 

If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. 

If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. 

==Video Appointments==

Video appointments are only available if the status of the Parents Evening is set to '''Closed to Parents'''. Video appointments can be started until the date of the parents evening. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Downloading Documents==

Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. 

If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. 

=Additional Features=

==Sending Appointment Lists via Email==

To email appointment lists, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Email'''. A window will appear in which you can select the recipients. Once you have selected the recipients, click '''OK''' to send the emails. Each recipient will receive a PDF document showing their appointments. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Reporting on Attendance==

[[Image:parents_evening_attendance.jpg|thumb|An attendance report for a Parents Evening]]

To view the Attendance of a Parents Evening, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Attendance'''. This will open a report giving figures regarding the attendance to the selected Parents Evening. 

The report has two sections, one for bookings by parents and the other for bookings by students. Bookings made by staff members are recorded against the student, therefore these bookings will not appear in the Parents Section.

User management

2020-08-13T14:21:52Z

Admin: /* Pre-Admissions and Leavers */

=Creating Accounts (the Sync process)=

To manually create accounts for admin staff or to run the Sync process, users require the following '''[[roles|role option]]''': 
''Accounts > Users > Allow user synchronisation'' (On) 

==Parental==

Before running the Sync Process, you should check that you have configured appropriate '''[[synchronisation rules]]''' to create accounts for parents and that the '''[[Preferences#User Creation|User Creation preferences]]''' are configured according to your requirements. 

Once you are happy with the Synchronisation Rules and the User Creation Preferences, click the '''Process''' button at the top right of the page then select '''Synchronise'''. A window will appear. 

Enable the '''Set the new users' activated status as 'Activated'''' option and select '''Parental''', then click '''Synchronise'''. Insight will then scan every contact in SIMS. This may be considerably higher than the number of students you have on roll. 

Once the sync has started you can continue using other areas of Insight or close the browser; the sync will continue in the background. If you do leave the Users page and then want to know how much progress has been made, go back to the Users page then click '''Process''' > '''Synchronise''' select the '''Track''' option. 

Once parents' accounts have been created, you can use the '''[[password notification]]''' page to either send the usernames and passwords to parents (by email, SMS or letter), or download the information for your own mail merge. 

==Student==

[[Image:sync_students_window.png|thumb|The Student Synchronisation window]]

Student accounts can only be created by linking Insight to the Active Directory, which requires the additional module, '''[[AD links]]'''. 

Once the AD Links page has been configured, check that you have configured appropriate '''[[synchronisation rules]]''' to create accounts for students. 

By default Insight will not create accounts for students who are leavers or pre-admission. If you would like accounts to be created for these students, go to: 
''Manage > Preferences > User Creation'' 
There are settings here called: 
*'''Largest number of days in the future for admission dates of applicants''' 
This is the number of days after a student has gone off roll that they are still able to access their Insight account
*'''Date Of Leaving grace days before considered Off Roll''' 
This is the number of days before the student joins the school, in which they will be able to access their Insight account 

Finally run the Sync Process to create accounts for students. To do this click the '''Process''' button at the top right of the page then select '''Synchronise'''. A window will appear. 

The option at the top of the window reads '''Set the new users' activated status as 'Activated''''. Enable this if you want the students to be able to log in to Insight immediately. Next select the '''Students''' option. Leave the 3 checkboxes unticked then click '''Synchronise'''. 

==Pre-Admissions and Leavers==

By default Insight will not create accounts for students or parents who are leavers or pre-admission. These settings apply to both student accounts, and also to parental accounts linked to the relevant students. If you would like accounts to be created for these students, go to: 
''Manage > Preferences > User Creation'' 

There are settings here called: 
*'''Largest number of days in the future for admission dates of applicants''' 
This is the number of days before the student joins the school, in which they will be able to access their Insight account
*'''Date Of Leaving grace days before considered Off Roll''' 
This is the number of days after a student has gone off roll that they are still able to access their Insight account 

==Staff==

To create staff accounts, click the '''Process''' button at the top right of the page then click '''Synchronise'''. 

The option at the top of the window reads '''Set the new users' activated status as 'Activated''''. Enable this if you want the staff to be able to log in to Insight immediately. If you do not enable this option, then staff accounts will be deactivated, meaning they cannot log in until the accounts are activated at a later time. 

Select the '''Staff''' option and more options will appear in the window. Select the role that you want to give to the staff accounts from the dropdown (see the '''[[roles]]''' page for further information about roles). 

*'''Use SIMS credentials where possible''' 
This option allows staff to use their SIMS login details to log in to Insight. The alternative is for Insight to create a new username and password for staff. 
*'''Only add accounts where staff have a SIMS account''' 
This will prevent members of staff without SIMS accounts from logging in to Insight. 
*'''Synchronise teaching staff''' 
Enable this option if you want Insight to create accounts for teachers. 
*'''Synchronise non-teaching staff'''
Enable this option if you want Insight to create accounts for non-teachers. 

Finally, click the '''Synchronise''' button and Insight will create accounts for staff, according to the options selected. 
''Note that if a staff member is also a parent then they will have two accounts created, one as a staff member and another as a parent.'' 

===Single Sign On===

[[Image:trusted_authentication.png|thumb|A Trusted Authentication Account in SIMS]]

Insight is capable of Single Sign On (SSO) so that staff do not need to log in to Insight, as long as they are logged in to the school network via Active Directory. Staff must also have Trusted Authentication logins for SIMS. 

SSO requires Insight to be linked to the Active Directory, which requires the additional module, '''[[AD links]]'''. Staff must have their Person_ID number stored in the EmployeeID field of their AD record. Instructions for performing this task are found on the '''[[AD links]]''' page. 

Once the above conditions have been satisfied, staff should use the ADSSO.aspx page of Insight to login when they are connected to the school network, e.g. 
''<nowiki>https://insight.myschoolwebsite.co.uk/insight/ADSSO.aspx</nowiki>'' 

=Changing Usernames to Email Format (the Match process)=

Each user in Insight has a username and an email address. Sometimes a user will change their email address, and you may want their username to also change, so that it matches their new email address. Insight can update users' usernames in bulk using the Match process. 

Note that the Match process will not be available if you have configured Insight to not email addresses to be used as email addresses. The setting for this is found via: 
''Manage > Preferences > User Creation > Never use emails as usernames'' 

To run the Match process, click the '''Process''' button at the top right of the page then click '''Match'''. 

You can then choose from the following two options: 
*'''Email-like usernames''' 
Only update an account if the username is already an email address
*'''All users''' 
Update all accounts 

Note that no two accounts can have the same email address or the same username. This may prevent the Match process updating a account's username. 

Once a user's username has been updated, they will receive an email telling them what has happened. You can define the message Insight uses via: 
''Manage > Preferences > Email > Message to send when a username changes as a result of an email address change'' 

=Automatic Overnight Synchronising and Matching=

Insight can be configured to automatically perform the Sync and/or Match process overnight. To enable this, click the '''Process''' button at the top right of the page then select the '''Automate''' option. 

Firstly enable the '''Enable Automatic Synchronisation''' option and set the '''Earliest synchronisation time''' option to the time that you would like the process to run. 

There are four tabs at the bottom of the window, corresponding to the different types of accounts that can be created in Insight. Each tab contains various options, which are identical to the options available when manually running a the Synchronisation process (see Section 1 above for further information). 

When you have configured all of the tabs, click the '''OK''' button at the bottom right of the window. 

The Automate feature requires the KeepAlice service to be running on the IIS server hosting Insight. See the '''[[KeepAlive]]''' page for further information regarding this service. 

=Finding a Specific Account=

==Searching by student name==

Type the student's name into the search bar at the top right of the page then click the magnifying glass button or press enter. Insight will show a list of accounts that are linked to students with similar names. This is to help you find an account if you are not sure how exactly a pupil's name is spelled. 

==Searching by year group or reg group==

[[Image:find_user_by_year_group.png|thumb|Searching for all parental accounts linked to year 9 pupils]]

The '''Sorting''' column shows the year group and reg group of each student that a parental account is linked to. The first two characters are always 0. The next two characters show the pupil's year group and the final two characters show the pupil's registration group. For example, if a parent has a year 9 pupil in reg group 9F, the sorting string will read: 00099F. 

You can use this to find all of the parents of specific pupils. For example if you type 0009 into the sorting column filter, the Users page will show you all of the parental accounts linked to year 9 pupils. 

==Searching by role==

[[Image:search_user_by_role.png|thumb|Searching for a user by Role]]

The '''Priorities''' column shows the '''[[Roles]]''' given to each parental account. A parental account that is linked to multiple students can have different roles e.g. full access for their own child and limited access for their step-child. 

You can log in to a parent's account without knowing their password (see the Match section below) which is useful when you want to test a user's view in Insight. The Role assigned to an account affects what the account is able to see and do, so you may need to find an account with a specific role. 

Click the filter button beneath the '''Priorities''' column and select '''Contains''', then type the name of the Role you are searching for. 

=Logging into other users' accounts (Switching)=

You can log into a user's account without know their login details, so that you can see Insight from their perspective. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) 

You will be taken to a new page. Click the '''Switch''' button at the top left of the page to log in to the user's account. 

When you have logged into a user's account, you can get back to your own account by clicking on the username at the top right of the page then selecting '''Revert'''. 

When you have reverted back to your own account, you will no longer see a '''Log Out''' option after clicking on your own username (at the top right of the page). To log out you can either close the browser or Switch to another user's account and logout by clicking their username then selecting '''Log Out'''. 

=Resetting Passwords=

==Parental Accounts==

Users can remind themselves of their password from the Insight login page. You can manually reset a user's password if you decide it is necessary for any reason. To do this, first find the account that you want to log in to. Click on the account to select it. Click the '''Edit''' button (the left side of the button, not the arrow on the right) 

You will be taken to a new page. Click the '''Reset password''' button then click the '''Save''' button at the top right. You will be taken back to the Users page and the new password will appear in a new window. 

The '''Inform''' button will send the new password to the user via SMS and Email. The message that Insight will used is defined via: 
''Manage > Preferences > Email > Forgotten password message for Email'' 
''Manage > Preferences > SMS > Forgotten password message for SMS'' 
(See the '''[[Passwords]]''' page for more information about configuring these messages) 

Note that Insight must be configured to send emails and/or SMS messages. The '''[[communication setup]]''' page explains the configuration that is required. 

==Admin==

The password for the admin password can be reset if required. In order to reset the admin password you must have access to the IIS server that hosts Insight. 

Log on the the server and run an '''[[Installation#Installing_INSIGHT|Insight service pack]]'''. Click on the '''Utilities''' menu item in the service pack then select the '''Reset administrator password''' option. You will be prompted to enter a passcode, which you can obtain by contacting the TASC helpdesk. Once you enter the passcode into the service pack, the admin account password will be reset to "password". 

=Troubleshooting=

==Parental accounts not created or not linked to all children==

Follow the instructions on this page to diagnose issues with parental accounts either not being created, or not being linked linked to some students: 
'''[[Troubleshooting parental accounts]]''' 

==Parental accounts cannot log in==

First find the account that is experiencing the issue. Check that a tick appears in the '''Active''' column; an inactive account cannot log in to Insight. 

To activate an account, first select the account then click the dropdown arrow on the right of the '''Edit''' button, then click '''Activate'''. 

[[Image:users_edit_activate.png|450px]] 

If the account is active then the user has not entered the correct login details. You might consider resetting the user's password for them (see '''[[#Resetting Passwords|Resetting Passwords]]''', above). 

==Student accounts cannot log in==

[[Image:users_linked_vs_not_linked_AD.png|thumb|A student account linked to Active Directory compared to an account not linked]]

First find the account of the student who cannot log in. The username of the account should an @ symbol; if this is not true then the student's Insight account has not been linked to the Active Directory. 

To link an account to AD, either:
#Enter an identifying number (Person_ID, ADNO, etc.) into the student's AD record and then perform a Sync (see above)
#Select the student's account and click '''Edit''' which will take you to a new page. Click the '''Link''' button on this page then search for the AD record

Training Guides

2020-08-05T11:02:08Z

Admin:

===Parents Evening===
[http://www.tascsoftware.co.uk/wiki/INSIGHT/files/Insight%20Video%20Guide%20SHARED.pdf Video Conferences in Parents Evenings]

Training Guides

2020-08-05T11:01:54Z

Admin:

==Parents Evening Video Guide==
[http://www.tascsoftware.co.uk/wiki/INSIGHT/files/Insight%20Video%20Guide%20SHARED.pdf Video Conferences in Parents Evenings]

Training Guides

2020-08-05T11:01:24Z

Admin:

Parents Evening Video Guide
[http://www.tascsoftware.co.uk/wiki/INSIGHT/files/Insight%20Video%20Guide%20SHARED.pdf Video Conferences in Parents Evenings]

Training Guides

2020-08-03T15:00:51Z

Admin: Created page with "Parents Evening Video Guide"

Parents Evening Video Guide

MediaWiki:Sidebar

2020-08-03T15:00:25Z

Admin:

Parents evenings

2020-06-04T14:47:01Z

Admin: /* Allow Video Appointments */

Parents Evening is an additional module in Insight. It allows users to make bookings with staff for parents evening on a first-come first-serve basis. The parents evening additional module is a bundle, which also includes '''[[events]]''' and '''[[student events]]'''. 

As Parents Evening is an additional module of Insight, a separate charge applies. Please contact [mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk] for further information. 

=Configuration=

The following '''[[role options]]''' are required to configure a parents evening: 
''Manage > Parents Evening'' (On) 
''Manage > Parents Evening > Allow access to event management'' (On) 

==Creating a Parents Evening==

To create a new parents evening go to: 
'''Manage > Parents Evening''' 

Click the '''Add''' button at the top of the page. A new page will open with four tabs. 

'''Details Tab''' 
[[Image:parents_evening_details_tab.png|thumb|The Details Tab. Click to expand]]

Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. You should change this to Booking after you have finished configuring the Parents Evening and are ready for parents to make bookings. 

Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. 

Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. 

In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. 

Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. 

The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. 

The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. 

'''Event notes''' will appear in a window for parents when they access the parents evening. You can set different notes for each Parents Evening using this feature. 

Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. 

'''Students Tab''' 

Select the year group(s) of students who will be attending the Parents Evening. 

'''Staff Tab''' 

Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). 

Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. 

The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. 

On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the '''[[Insight SIMS User]]''' has the correct academic year set in SIMS. 

'''Exclusions Tab''' 

This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. 

==Excluding Classes / Subjects / Teachers==
 
'''Excluding Subjects''' 

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: 
'''Manage > Preferences > Parents Evening''' 

There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. 

Once you have done the above, go to: 
'''Manage > Parents Evenings''' 

Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. 

'''Excluding Individual Classes''' 

This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. 

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. 

[[Image:parents_evening_edit_dropdown.jpg]] 

Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. 

An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled: 
''Manage > Parents Evenings'' (On) 
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 

'''Excluding Teachers''' 

Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. 

If a staff member already has bookings hen you exclude them, then the bookings will be cancelled. An email will be sent to parents explaining that their booking has been cancelled and you will have the option to type additional information to appear in this email. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Advanced Configuration==

===Allow Video Appointments===

Insight can be configured so that parents evening appointments take place in a video conference, rather than face-to-face. To enable this, turn on the following preference: 
''Preferences > Parents Evening > Allow video meetings'' 

The Insight IIS server also needs to have websockets configured and enabled. The following link gives further information about this: 
[https://docs.microsoft.com/en-us/iis/configuration/system.webserver/websocket Microsoft Websocket Docs]
 

===Force a Break Between Parents' Appointments===

You can force parents to have a break before and after each of their appointments. The following preference is used to enable breaks between appointments: 
''Preferences > Parents Evening > Force a break between parents appointments'' 

You can lift this requirement for parents who are making bookings with the same member of staff. Parents may be allowed to make bookings with the same member of staff if they have more than one child at the parents evening, or if a staff member teaches multiple subjects. There are preferences to lift the requirement for breaks between bookings in these situations: 
''Preferences > Parents Evening > Relax breaks for siblings'' 
''Preferences > Parents Evening > Relax limit for staff with multiple subjects'' 

By default each break will last the same amount of time as the appointments do. However the breaks can be double the length of time of the appointments if required, depending on the following preference: 
''Preferences > Parents Evening > Breaks between parents appointments are two slots wide'' 

===Assign Breaks for Staff===

[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]

The following role options are required to add breaks to a parents evening: 
''Manage > Parents Evening > Allow unavailable and break booking'' (On) 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. 

To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. 

Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. Alternatively breaks can be added for a single timeslot during the event. 

To add staggered breaks, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). 

To add breaks for all staff for a single timeslot, click '''Break''' (from the list of students on the left) then click on a column header and select '''Yes''' when prompted. You can remove these breaks by clicking the column header again. 

===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===

You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. 

===Changing the Icons Used for Subjects on the Booking Page===

When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). 

Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png 

=Staff / Teacher Usage=

Staff require the following '''[[role options]]''': 
''Manage > Parents Evening'' (On) 

The following settings are also recommended for staff: 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 
''Manage > Parents Evenings > Allow access to event management'' (Off) 
''Manage > Parents Evenings > Allow over booking'' (Off) 

{{Note|The Allow over booking option gives staff the ability to double-book students for appointments}}

==Making Bookings for Students==

[[Image:parents_evening_staff_schedule.jpg|thumb|Making a booking for a student]]

To make bookings for students, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. 

You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. 

[[Image:parents_evening_admin_schedule.jpg|thumb|The Schedule screen when the ''Allow access to multiple staff'' Role Option has been given to staff]]

If staff have been given the following '''[[Roles|Role Option]]''' they will see a slightly different view: 
''Manage > Parents Evenings > Allow access to multiple staff'' (On) 

In this case, after selecting a Parents Evening and clicking '''Schedule''' staff will be taken to a new page, but the view will be different.

You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. 

Columns will be coloured grey if the student already has a booking in that timeslot. 

Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. 

==Download a List of Appointments==

This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. 

You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. 

==Video Appointments==

In order to conduct appointments via online video, staff must have the following '''[[role options]]''' turned off: 
''Manage > Parents Evening > Allow access to multiple staff'' (Off) 

Video appointments cannot be started until the date of the parents evening. The status of the Parents Evening must be set to '''Closed to Parents'''. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Mark Attendance==

You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The furthest right column is used to record whether each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). 

It is possible to enter the attendance for a Parents Evening until 3 days after the date of the parents evening. At that time, no further attendance marks can be recorded. 

=Parental Usage=

To book Parents Evenings appointments, users require the following [[role options]]: 
''General > Parents Evenings'' (On) 
''General > Parents Evenings > Allow Non-Teachers'' (Off) 
''General > Parents Evenings > Allow User Bookings'' (On) 

==Making Bookings==

[[Image:parents_evening_booking_page.png|thumb|The Parents Evening booking page]]

Users access the Parents Evening page via: 
'''General > Parents Evening''' 

Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. 

If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. 

If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. 

==Video Appointments==

Video appointments are only available if the status of the Parents Evening is set to '''Closed to Parents'''. Video appointments can be started until the date of the parents evening. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Downloading Documents==

Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. 

If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. 

=Additional Features=

==Sending Appointment Lists via Email==

To email appointment lists, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Email'''. A window will appear in which you can select the recipients. Once you have selected the recipients, click '''OK''' to send the emails. Each recipient will receive a PDF document showing their appointments. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Reporting on Attendance==

[[Image:parents_evening_attendance.jpg|thumb|An attendance report for a Parents Evening]]

To view the Attendance of a Parents Evening, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Attendance'''. This will open a report giving figures regarding the attendance to the selected Parents Evening. 

The report has two sections, one for bookings by parents and the other for bookings by students. Bookings made by staff members are recorded against the student, therefore these bookings will not appear in the Parents Section.

Parents evenings

2020-06-04T14:45:27Z

Admin: /* Parental Usage */

Parents Evening is an additional module in Insight. It allows users to make bookings with staff for parents evening on a first-come first-serve basis. The parents evening additional module is a bundle, which also includes '''[[events]]''' and '''[[student events]]'''. 

As Parents Evening is an additional module of Insight, a separate charge applies. Please contact [mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk] for further information. 

=Configuration=

The following '''[[role options]]''' are required to configure a parents evening: 
''Manage > Parents Evening'' (On) 
''Manage > Parents Evening > Allow access to event management'' (On) 

==Creating a Parents Evening==

To create a new parents evening go to: 
'''Manage > Parents Evening''' 

Click the '''Add''' button at the top of the page. A new page will open with four tabs. 

'''Details Tab''' 
[[Image:parents_evening_details_tab.png|thumb|The Details Tab. Click to expand]]

Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. You should change this to Booking after you have finished configuring the Parents Evening and are ready for parents to make bookings. 

Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. 

Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. 

In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. 

Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. 

The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. 

The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. 

'''Event notes''' will appear in a window for parents when they access the parents evening. You can set different notes for each Parents Evening using this feature. 

Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. 

'''Students Tab''' 

Select the year group(s) of students who will be attending the Parents Evening. 

'''Staff Tab''' 

Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). 

Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. 

The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. 

On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the '''[[Insight SIMS User]]''' has the correct academic year set in SIMS. 

'''Exclusions Tab''' 

This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. 

==Excluding Classes / Subjects / Teachers==
 
'''Excluding Subjects''' 

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: 
'''Manage > Preferences > Parents Evening''' 

There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. 

Once you have done the above, go to: 
'''Manage > Parents Evenings''' 

Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. 

'''Excluding Individual Classes''' 

This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. 

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. 

[[Image:parents_evening_edit_dropdown.jpg]] 

Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. 

An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled: 
''Manage > Parents Evenings'' (On) 
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 

'''Excluding Teachers''' 

Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. 

If a staff member already has bookings hen you exclude them, then the bookings will be cancelled. An email will be sent to parents explaining that their booking has been cancelled and you will have the option to type additional information to appear in this email. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Advanced Configuration==

===Allow Video Appointments===

Insight can be configured so that parents evening appointments take place in a video conference, rather than face-to-face. To enable this, turn on the following preference: 
''Preferences > Parents Evening > Allow video meetings'' 

===Force a Break Between Parents' Appointments===

You can force parents to have a break before and after each of their appointments. The following preference is used to enable breaks between appointments: 
''Preferences > Parents Evening > Force a break between parents appointments'' 

You can lift this requirement for parents who are making bookings with the same member of staff. Parents may be allowed to make bookings with the same member of staff if they have more than one child at the parents evening, or if a staff member teaches multiple subjects. There are preferences to lift the requirement for breaks between bookings in these situations: 
''Preferences > Parents Evening > Relax breaks for siblings'' 
''Preferences > Parents Evening > Relax limit for staff with multiple subjects'' 

By default each break will last the same amount of time as the appointments do. However the breaks can be double the length of time of the appointments if required, depending on the following preference: 
''Preferences > Parents Evening > Breaks between parents appointments are two slots wide'' 

===Assign Breaks for Staff===

[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]

The following role options are required to add breaks to a parents evening: 
''Manage > Parents Evening > Allow unavailable and break booking'' (On) 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. 

To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. 

Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. Alternatively breaks can be added for a single timeslot during the event. 

To add staggered breaks, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). 

To add breaks for all staff for a single timeslot, click '''Break''' (from the list of students on the left) then click on a column header and select '''Yes''' when prompted. You can remove these breaks by clicking the column header again. 

===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===

You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. 

===Changing the Icons Used for Subjects on the Booking Page===

When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). 

Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png 

=Staff / Teacher Usage=

Staff require the following '''[[role options]]''': 
''Manage > Parents Evening'' (On) 

The following settings are also recommended for staff: 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 
''Manage > Parents Evenings > Allow access to event management'' (Off) 
''Manage > Parents Evenings > Allow over booking'' (Off) 

{{Note|The Allow over booking option gives staff the ability to double-book students for appointments}}

==Making Bookings for Students==

[[Image:parents_evening_staff_schedule.jpg|thumb|Making a booking for a student]]

To make bookings for students, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. 

You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. 

[[Image:parents_evening_admin_schedule.jpg|thumb|The Schedule screen when the ''Allow access to multiple staff'' Role Option has been given to staff]]

If staff have been given the following '''[[Roles|Role Option]]''' they will see a slightly different view: 
''Manage > Parents Evenings > Allow access to multiple staff'' (On) 

In this case, after selecting a Parents Evening and clicking '''Schedule''' staff will be taken to a new page, but the view will be different.

You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. 

Columns will be coloured grey if the student already has a booking in that timeslot. 

Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. 

==Download a List of Appointments==

This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. 

You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. 

==Video Appointments==

In order to conduct appointments via online video, staff must have the following '''[[role options]]''' turned off: 
''Manage > Parents Evening > Allow access to multiple staff'' (Off) 

Video appointments cannot be started until the date of the parents evening. The status of the Parents Evening must be set to '''Closed to Parents'''. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Mark Attendance==

You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The furthest right column is used to record whether each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). 

It is possible to enter the attendance for a Parents Evening until 3 days after the date of the parents evening. At that time, no further attendance marks can be recorded. 

=Parental Usage=

To book Parents Evenings appointments, users require the following [[role options]]: 
''General > Parents Evenings'' (On) 
''General > Parents Evenings > Allow Non-Teachers'' (Off) 
''General > Parents Evenings > Allow User Bookings'' (On) 

==Making Bookings==

[[Image:parents_evening_booking_page.png|thumb|The Parents Evening booking page]]

Users access the Parents Evening page via: 
'''General > Parents Evening''' 

Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. 

If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. 

If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. 

==Video Appointments==

Video appointments are only available if the status of the Parents Evening is set to '''Closed to Parents'''. Video appointments can be started until the date of the parents evening. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Downloading Documents==

Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. 

If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. 

=Additional Features=

==Sending Appointment Lists via Email==

To email appointment lists, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Email'''. A window will appear in which you can select the recipients. Once you have selected the recipients, click '''OK''' to send the emails. Each recipient will receive a PDF document showing their appointments. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Reporting on Attendance==

[[Image:parents_evening_attendance.jpg|thumb|An attendance report for a Parents Evening]]

To view the Attendance of a Parents Evening, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Attendance'''. This will open a report giving figures regarding the attendance to the selected Parents Evening. 

The report has two sections, one for bookings by parents and the other for bookings by students. Bookings made by staff members are recorded against the student, therefore these bookings will not appear in the Parents Section.

Parents evenings

2020-06-04T14:44:22Z

Admin: /* Staff / Teacher Usage */

Parents Evening is an additional module in Insight. It allows users to make bookings with staff for parents evening on a first-come first-serve basis. The parents evening additional module is a bundle, which also includes '''[[events]]''' and '''[[student events]]'''. 

As Parents Evening is an additional module of Insight, a separate charge applies. Please contact [mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk] for further information. 

=Configuration=

The following '''[[role options]]''' are required to configure a parents evening: 
''Manage > Parents Evening'' (On) 
''Manage > Parents Evening > Allow access to event management'' (On) 

==Creating a Parents Evening==

To create a new parents evening go to: 
'''Manage > Parents Evening''' 

Click the '''Add''' button at the top of the page. A new page will open with four tabs. 

'''Details Tab''' 
[[Image:parents_evening_details_tab.png|thumb|The Details Tab. Click to expand]]

Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. You should change this to Booking after you have finished configuring the Parents Evening and are ready for parents to make bookings. 

Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. 

Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. 

In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. 

Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. 

The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. 

The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. 

'''Event notes''' will appear in a window for parents when they access the parents evening. You can set different notes for each Parents Evening using this feature. 

Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. 

'''Students Tab''' 

Select the year group(s) of students who will be attending the Parents Evening. 

'''Staff Tab''' 

Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). 

Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. 

The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. 

On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the '''[[Insight SIMS User]]''' has the correct academic year set in SIMS. 

'''Exclusions Tab''' 

This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. 

==Excluding Classes / Subjects / Teachers==
 
'''Excluding Subjects''' 

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: 
'''Manage > Preferences > Parents Evening''' 

There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. 

Once you have done the above, go to: 
'''Manage > Parents Evenings''' 

Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. 

'''Excluding Individual Classes''' 

This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. 

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. 

[[Image:parents_evening_edit_dropdown.jpg]] 

Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. 

An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled: 
''Manage > Parents Evenings'' (On) 
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 

'''Excluding Teachers''' 

Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. 

If a staff member already has bookings hen you exclude them, then the bookings will be cancelled. An email will be sent to parents explaining that their booking has been cancelled and you will have the option to type additional information to appear in this email. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Advanced Configuration==

===Allow Video Appointments===

Insight can be configured so that parents evening appointments take place in a video conference, rather than face-to-face. To enable this, turn on the following preference: 
''Preferences > Parents Evening > Allow video meetings'' 

===Force a Break Between Parents' Appointments===

You can force parents to have a break before and after each of their appointments. The following preference is used to enable breaks between appointments: 
''Preferences > Parents Evening > Force a break between parents appointments'' 

You can lift this requirement for parents who are making bookings with the same member of staff. Parents may be allowed to make bookings with the same member of staff if they have more than one child at the parents evening, or if a staff member teaches multiple subjects. There are preferences to lift the requirement for breaks between bookings in these situations: 
''Preferences > Parents Evening > Relax breaks for siblings'' 
''Preferences > Parents Evening > Relax limit for staff with multiple subjects'' 

By default each break will last the same amount of time as the appointments do. However the breaks can be double the length of time of the appointments if required, depending on the following preference: 
''Preferences > Parents Evening > Breaks between parents appointments are two slots wide'' 

===Assign Breaks for Staff===

[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]

The following role options are required to add breaks to a parents evening: 
''Manage > Parents Evening > Allow unavailable and break booking'' (On) 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. 

To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. 

Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. Alternatively breaks can be added for a single timeslot during the event. 

To add staggered breaks, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). 

To add breaks for all staff for a single timeslot, click '''Break''' (from the list of students on the left) then click on a column header and select '''Yes''' when prompted. You can remove these breaks by clicking the column header again. 

===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===

You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. 

===Changing the Icons Used for Subjects on the Booking Page===

When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). 

Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png 

=Staff / Teacher Usage=

Staff require the following '''[[role options]]''': 
''Manage > Parents Evening'' (On) 

The following settings are also recommended for staff: 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 
''Manage > Parents Evenings > Allow access to event management'' (Off) 
''Manage > Parents Evenings > Allow over booking'' (Off) 

{{Note|The Allow over booking option gives staff the ability to double-book students for appointments}}

==Making Bookings for Students==

[[Image:parents_evening_staff_schedule.jpg|thumb|Making a booking for a student]]

To make bookings for students, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. 

You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. 

[[Image:parents_evening_admin_schedule.jpg|thumb|The Schedule screen when the ''Allow access to multiple staff'' Role Option has been given to staff]]

If staff have been given the following '''[[Roles|Role Option]]''' they will see a slightly different view: 
''Manage > Parents Evenings > Allow access to multiple staff'' (On) 

In this case, after selecting a Parents Evening and clicking '''Schedule''' staff will be taken to a new page, but the view will be different.

You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. 

Columns will be coloured grey if the student already has a booking in that timeslot. 

Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. 

==Download a List of Appointments==

This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. 

You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. 

==Video Appointments==

In order to conduct appointments via online video, staff must have the following '''[[role options]]''' turned off: 
''Manage > Parents Evening > Allow access to multiple staff'' (Off) 

Video appointments cannot be started until the date of the parents evening. The status of the Parents Evening must be set to '''Closed to Parents'''. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. There will be a video icon next to each appointment. Parents will have a corresponding icon when they view their bookings. When both the parent and the staff member have clicked their video icon, a '''Connect''' button will appear which will start the video meeting in a new tab. 

==Mark Attendance==

You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The furthest right column is used to record whether each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). 

It is possible to enter the attendance for a Parents Evening until 3 days after the date of the parents evening. At that time, no further attendance marks can be recorded. 

=Parental Usage=

To book Parents Evenings appointments, users require the following [[role options]]: 
''General > Parents Evenings'' (On) 
''General > Parents Evenings > Allow Non-Teachers'' (Off) 
''General > Parents Evenings > Allow User Bookings'' (On) 

==Making Bookings==

[[Image:parents_evening_booking_page.png|thumb|The Parents Evening booking page]]

Users access the Parents Evening page via: 
'''General > Parents Evening''' 

Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. 

If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. 

If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. 

==Downloading Documents==

Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. 

If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. 

=Additional Features=

==Sending Appointment Lists via Email==

To email appointment lists, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Email'''. A window will appear in which you can select the recipients. Once you have selected the recipients, click '''OK''' to send the emails. Each recipient will receive a PDF document showing their appointments. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Reporting on Attendance==

[[Image:parents_evening_attendance.jpg|thumb|An attendance report for a Parents Evening]]

To view the Attendance of a Parents Evening, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Attendance'''. This will open a report giving figures regarding the attendance to the selected Parents Evening. 

The report has two sections, one for bookings by parents and the other for bookings by students. Bookings made by staff members are recorded against the student, therefore these bookings will not appear in the Parents Section.

Parents evenings

2020-06-04T14:35:21Z

Admin: /* Advanced Configuration */

Parents Evening is an additional module in Insight. It allows users to make bookings with staff for parents evening on a first-come first-serve basis. The parents evening additional module is a bundle, which also includes '''[[events]]''' and '''[[student events]]'''. 

As Parents Evening is an additional module of Insight, a separate charge applies. Please contact [mailto:sales@tascsoftware.co.uk sales@tascsoftware.co.uk] for further information. 

=Configuration=

The following '''[[role options]]''' are required to configure a parents evening: 
''Manage > Parents Evening'' (On) 
''Manage > Parents Evening > Allow access to event management'' (On) 

==Creating a Parents Evening==

To create a new parents evening go to: 
'''Manage > Parents Evening''' 

Click the '''Add''' button at the top of the page. A new page will open with four tabs. 

'''Details Tab''' 
[[Image:parents_evening_details_tab.png|thumb|The Details Tab. Click to expand]]

Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. You should change this to Booking after you have finished configuring the Parents Evening and are ready for parents to make bookings. 

Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. 

Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. 

In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. 

Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. 

The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. 

The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. 

'''Event notes''' will appear in a window for parents when they access the parents evening. You can set different notes for each Parents Evening using this feature. 

Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. 

'''Students Tab''' 

Select the year group(s) of students who will be attending the Parents Evening. 

'''Staff Tab''' 

Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). 

Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. 

The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. 

On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the '''[[Insight SIMS User]]''' has the correct academic year set in SIMS. 

'''Exclusions Tab''' 

This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. 

==Excluding Classes / Subjects / Teachers==
 
'''Excluding Subjects''' 

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: 
'''Manage > Preferences > Parents Evening''' 

There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. 

Once you have done the above, go to: 
'''Manage > Parents Evenings''' 

Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. 

'''Excluding Individual Classes''' 

This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. 

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. 

[[Image:parents_evening_edit_dropdown.jpg]] 

Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. 

An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled: 
''Manage > Parents Evenings'' (On) 
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 

'''Excluding Teachers''' 

Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. 

If a staff member already has bookings hen you exclude them, then the bookings will be cancelled. An email will be sent to parents explaining that their booking has been cancelled and you will have the option to type additional information to appear in this email. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Advanced Configuration==

===Allow Video Appointments===

Insight can be configured so that parents evening appointments take place in a video conference, rather than face-to-face. To enable this, turn on the following preference: 
''Preferences > Parents Evening > Allow video meetings'' 

===Force a Break Between Parents' Appointments===

You can force parents to have a break before and after each of their appointments. The following preference is used to enable breaks between appointments: 
''Preferences > Parents Evening > Force a break between parents appointments'' 

You can lift this requirement for parents who are making bookings with the same member of staff. Parents may be allowed to make bookings with the same member of staff if they have more than one child at the parents evening, or if a staff member teaches multiple subjects. There are preferences to lift the requirement for breaks between bookings in these situations: 
''Preferences > Parents Evening > Relax breaks for siblings'' 
''Preferences > Parents Evening > Relax limit for staff with multiple subjects'' 

By default each break will last the same amount of time as the appointments do. However the breaks can be double the length of time of the appointments if required, depending on the following preference: 
''Preferences > Parents Evening > Breaks between parents appointments are two slots wide'' 

===Assign Breaks for Staff===

[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]

The following role options are required to add breaks to a parents evening: 
''Manage > Parents Evening > Allow unavailable and break booking'' (On) 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. 

To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. 

Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. Alternatively breaks can be added for a single timeslot during the event. 

To add staggered breaks, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). 

To add breaks for all staff for a single timeslot, click '''Break''' (from the list of students on the left) then click on a column header and select '''Yes''' when prompted. You can remove these breaks by clicking the column header again. 

===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===

You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. 

Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. 

===Changing the Icons Used for Subjects on the Booking Page===

When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). 

Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png 

=Staff / Teacher Usage=

Staff require the following '''[[role options]]''': 
''Manage > Parents Evening'' (On) 

The following settings are also recommended for staff: 
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) 
''Manage > Parents Evenings > Allow access to event management'' (Off) 
''Manage > Parents Evenings > Allow over booking'' (Off) 

{{Note|The Allow over booking option gives staff the ability to double-book students for appointments}}

==Making Bookings for Students==

[[Image:parents_evening_staff_schedule.jpg|thumb|Making a booking for a student]]

To make bookings for students, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. 

You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. 

[[Image:parents_evening_admin_schedule.jpg|thumb|The Schedule screen when the ''Allow access to multiple staff'' Role Option has been given to staff]]

If staff have been given the following '''[[Roles|Role Option]]''' they will see a slightly different view: 
''Manage > Parents Evenings > Allow access to multiple staff'' (On) 

In this case, after selecting a Parents Evening and clicking '''Schedule''' staff will be taken to a new page, but the view will be different.

You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. 

Columns will be coloured grey if the student already has a booking in that timeslot. 

Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. 

==Download a List of Appointments==

This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. 

You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. 

==Mark Attendance==

You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. 

First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The furthest right column is used to record whether each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). 

It is possible to enter the attendance for a Parents Evening until 3 days after the date of the parents evening. At that time, no further attendance marks can be recorded. 

=Parental Usage=

To book Parents Evenings appointments, users require the following [[role options]]: 
''General > Parents Evenings'' (On) 
''General > Parents Evenings > Allow Non-Teachers'' (Off) 
''General > Parents Evenings > Allow User Bookings'' (On) 

==Making Bookings==

[[Image:parents_evening_booking_page.png|thumb|The Parents Evening booking page]]

Users access the Parents Evening page via: 
'''General > Parents Evening''' 

Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. 

If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. 

If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. 

==Downloading Documents==

Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. 

If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. 

=Additional Features=

==Sending Appointment Lists via Email==

To email appointment lists, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Email'''. A window will appear in which you can select the recipients. Once you have selected the recipients, click '''OK''' to send the emails. Each recipient will receive a PDF document showing their appointments. 

{{Note|Insight needs to be configured in order to send emails. See the '''[[communication setup]]''' page for further information.}} 

==Reporting on Attendance==

[[Image:parents_evening_attendance.jpg|thumb|An attendance report for a Parents Evening]]

To view the Attendance of a Parents Evening, go to: 
'''Manage > Parents Evenings''' 

Select the Parents Evening and click the '''Share''' button, then '''Attendance'''. This will open a report giving figures regarding the attendance to the selected Parents Evening. 

The report has two sections, one for bookings by parents and the other for bookings by students. Bookings made by staff members are recorded against the student, therefore these bookings will not appear in the Parents Section.

Updating SQL and server migration

2019-11-29T10:32:15Z

Admin: /* School Dinners */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. At this point you should be linking your SSL certificate to the site. Please see '''[https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php?title=Configuring_External_Route here]''' for further details. 

===The SIMS Agent process===

Once you are sure your site is securely available externally, you will probably need to update your SIMS Agent service configuration.

Insight runs a service called SIMSAgent to collect data from the SIMS database and store it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

By default the agent will try to use a "localhost" address to contact the web site. Depending on your web site SSL and proxy setup this may no longer be allowed, and so the service may need to be informed of the updated address.

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a "hub" setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. If not it is unlikely to be the correct address, but it might also be that proxy reconfiguration is required. 

If connecting to the specified address is only possible via a proxy , please ensure that your proxy details are correctly configured within the simsagent.exe.config file, ensuring that the proxy address is given as a valid URI and any credentials are accurately given. 
 
If you have had to make changes to the configuration then use services.msc to restart the InsightSIMSAgent process with the new settings. 

===Batch PDF Processes===

If you were previously using, or plan to use, Insight to batch convert SIMS reports to PDF format then you will need to take to install all the necessary components from the original server. Please follow the steps on this page: 
'''[[Batch PDF processes]]''' 

You may want to attempt to convert a single document to prove the re-configuration was successful. 

===School Dinners===

If your original server was configured to link to a cashless catering system, you can simply copy the relevant initialisation (INI) file from the \bin folder of the old server to its counterpart on the new. Alternatively to configure the link again from the beginning, please follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T10:31:51Z

Admin: /* School Dinners */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. At this point you should be linking your SSL certificate to the site. Please see '''[https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php?title=Configuring_External_Route here]''' for further details. 

===The SIMS Agent process===

Once you are sure your site is securely available externally, you will probably need to update your SIMS Agent service configuration.

Insight runs a service called SIMSAgent to collect data from the SIMS database and store it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

By default the agent will try to use a "localhost" address to contact the web site. Depending on your web site SSL and proxy setup this may no longer be allowed, and so the service may need to be informed of the updated address.

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a "hub" setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. If not it is unlikely to be the correct address, but it might also be that proxy reconfiguration is required. 

If connecting to the specified address is only possible via a proxy , please ensure that your proxy details are correctly configured within the simsagent.exe.config file, ensuring that the proxy address is given as a valid URI and any credentials are accurately given. 
 
If you have had to make changes to the configuration then use services.msc to restart the InsightSIMSAgent process with the new settings. 

===Batch PDF Processes===

If you were previously using, or plan to use, Insight to batch convert SIMS reports to PDF format then you will need to take to install all the necessary components from the original server. Please follow the steps on this page: 
'''[[Batch PDF processes]]''' 

You may want to attempt to convert a single document to prove the re-configuration was successful. 

===School Dinners===

If your original server was configured to link to a cashless catering system, you can simply copy the relavant INI file from the \bin folder of the old server to its counterpart on the new. Alternatively to configure the link again from the beginning, please follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Installation

2019-11-29T09:58:09Z

Admin: /* SSL certificate */

='''Prerequisites before installing INSIGHT'''=

==Hardware Requirements==

Insight must be installed on an IIS server. The minimum hardware requirements for the server are:
*2 Cores (2.5GHz)
*4GB RAM 

The higher recommended specifications are:
*4 Cores (2.5GHz)
*16GB RAM 

==Software Requirements==

The server hosting Insight must have the following:
*Windows Server 2008 R2 Web Edition (or above)
*IIS7 (or above)
*Microsoft.Net Framework 4.6.2
*SIMS Workstation Components 
''NOTE: It is important that on the IIS server the order of installation is Windows -> Webserver software -> .net software'' 

===IIS7 / IIS7.5===

Web Server
: Common HTTP Features
:: Static Content
:: Default Document
:: HTTP Errors
:: HTTP Redirection
: Application Development
:: ASP .NET
:: .Net Extensibility
:: ASP
:: ISAPI Extensions
:: ISAPI Filters
: Security
:: Windows Authentication
: Management Tools
:: IIS Management Console
:: IIS Management Scripts and Tools
:: IIS 6 Management Compatibility
::: IIS 6 Metabase Compatibility

===IIS8 (Server 2012 and 2016)===

1. On the '''Start''' page, click the '''Server Manager''' tile, and then click '''OK'''. 
2. In '''Server Manager''', select '''Dashboard''', and click '''Add roles and features'''. 
3. In the '''Add Roles and Features Wizard''', on the '''Before you begin''' page, click '''Next'''. 
4. On the '''Select installation type''' page, select '''Role-based or feature-based installation''', and click '''Next'''. 
5. On the '''Select destination server''' page, select '''Select a server from the server pool''', select your server, and click '''Next'''. 
6. On the '''Select server roles''' page, expand '''Web Server (IIS)''', then Web Server . 
7. Expand the '''Application Development''' node, and then select '''ASP.NET 4.5'''. 
:The following additional features are added:
:'''.NET Extensibility 4.5 '''
:'''ISAPI Extensions '''
:'''ISAPI Filters '''
8. Click '''Next''', then on the ''Select features'' page, click '''Next''' again. 
9. On the '''Confirm installation selections''' page, click '''Install'''. 
10. On the '''Installation progress''' page, confirm that your installation of the Web Server (IIS) role and required role services completed successfully, and then click '''Close'''. 
11. To verify that IIS installed successfully type the following into a web browser: '''<nowiki>http://localhost</nowiki>''' 

==Other Requirements==

===Connect.ini file===

The local CONNECT.INI file in %Program Files%\SIMS\SIMS .net additionally must not be a 'redirect' type - it must be an 'end-point' type, explicitly specifying the server instance and database name. 

===PARS===

If you are also installing PARS, or migrating PARS and Insight to new servers, you should install PARS first. For information about installing PARS, see '''[http://www.tascsoftware.co.uk/wiki/PARS_Connect/index.php?title=Service_pack the installation page]''' on the PARS Connect wiki. 

===SSL certificate===

To encrypt traffic between the server and client and to enable https for Insight, an SSL certificate will be required. This can be purchased in advance of installing Insight (the URL that will be used for Insight and the name of the server that Insight will be installed on will be required). 

An SSL certificate is not required when installing Insight initially and can be acquired after installation. 

To associate the certificate with the site, first follow the instructions from your certificate provider both to apply for and receive the certificate. 

Once you have acquired an SSL certificate, the Insight traffic can be encrypted by following these steps: 
* Open IIS Manager. Under the Sites folder, select the Insight site
* On the Actions panel, click the '''Bindings''' option in the Edit Site section
* A Site Bindings window will open. Click the '''Add''' button
* Another window will open to Add Site Bindings. Set the Type to https and the SSL certificate to your certificate. The port over which traffic is secured is usually 443
''If port 443 is already in use, you can enter the host name of your Insight site so that port 443 can be shared. The host name is the Insight URL that is used outside of the school, without any page extensions or https prefix e.g. Insight.MySchool.co.uk'' 

===The SIMS Agent process===

Once you are sure your site is securely available externally, you may have to update your SIMS Agent service configuration.

Insight runs a service called SIMSAgent to collect data from the SIMS database and store it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

By default the agent will try to use a "localhost" address to contact the web site. Depending on your web site SSL and proxy setup this may no longer be allowed, and so the service may need to be informed of the updated address.

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a "hub" setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. If not it is unlikely to be the correct address, but it might also be that proxy reconfiguration is required. 

If connecting to the specified address is only possible via a proxy, please ensure that your proxy details are correctly configured within the simsagent.exe.config file, ensuring that the proxy address is given as a valid URI and any credentials are accurately given. 
 
If you have had to make changes to the configuration then use services.msc to restart the InsightSIMSAgent process with the new settings. 

===SIMS user===

A single SIMS user account is required by Insight to access the SIMS database. The username and password of each account need to be entered during installation. If the passwords for these accounts are changed, the credentials entered in the Insight service controller will need to be changed also. Therefore using accounts for which the passwords do not change will require the least amount of maintenance. 

The SIMS user account must have all of the permissions on the '''Class teacher''' and '''Curriculum Manager''' templates as well as the following permissions: 

'''Group manager > User defined''' 
View (All) 
Edit (All) 

'''Students > Attendance''' 
View (All) 

'''Students > Registration''' 
View (All) 

'''Students > Student Exam Results''' 
View (All) 

'''Students > Timetable and Academic Classes''' 
View (All) 

'''School Management > Home School''' 
View (All) 

'''Admissions > Admissions - Common Data''' 
View (All) 

='''Installing INSIGHT'''=

==Downloading the Service Pack==

Service packs for Insight are available via the TASC Software website, www.tascsoftware.co.uk. An account is needed to access the website. Accounts can be created by our support team who are available on 01902 824281. 

The downloads button at the top of the page is used to access service packs for various products. The Insight service packs are used to installed and/or update Insight. 

==Running the Service Pack==

The service pack should be run on the IIS server that is going to host Insight. If all prerequisites have been met the Service Controller window will open. There are a number of nodes on the left hand side. 

===Data tier===

The service pack may require you to enter the SA username and password for the SQL instance that hosts SIMS. The Data tier tab will also need to have the location of the connect.ini file for the SIMS installation on the IIS server (the server that Insight is being installed onto). 

If there is a tick next to the Data tier tab, on the left of the service pack window, then the information for that tab is correct. 

===Application tier===

The Insight application needs to be added to a site in IIS. This action is handled on the Application tier tab of the service pack. 

The existing sites from IIS will be listed. The Insight application can be added to one of these sites, or a new site can be created. New sites can be created using the plus button above the list of sites. New sites require a name, port number and physical location on the IIS server (typically C:\inetpub\wwwroot\INSIGHT). An SSL certificate can also be added here. 

The application is added to a site by selecting the site then clicking the plus button above the Application section. 

[[Image:sc_web_site3.jpg]] 

===Commit===

At the top of the window there is a section for SIMS account details. The details of the SIMS account mentioned in Prerequisites should be entered here. The Scale field is the number of concurrent connections that can be established to the SQL server using that SIMS user. The default, 10, is a good setting for most schools. Increasing this number will open more access points during peak times but will also increase the strain on the SQL server. 

There is a '''PARS link''' option which must be selected if [http://www.tascsoftware.co.uk/software-titles/pars-connect| PARS] is going to be used at school. When this option is selected, Insight will also need to be given a URL to access PARS. 

*'''Please Note''' 
This PARS Link option requires that you have PARS AUTOMATION installed and running in order to be enabled successfully.

 
[[Image:sc_application3.jpg]] 

The settings can then be applied to the web server by clicking the '''Begin''' button. Once the process has finished running, the server's default web browser will open and attempt to access the Insight website. 

===Keep Alive service===

The Keep Alive service "prods" the web site to keep the application loaded in memory on the web server. To use this feature, click on the ''Install'' button, and then, when the service is installed, click on the ''Start'' button.

[[Image:Sc_keepalive2.jpg]]

==Test Log-in==

Once the service pack has finished running Insight will open in a browser. The default log in details after installation are:
* Username: admin
* Password: password 

If the default starting page of Insight does not open it may be because the software referred to in the NOTE at the top of this page has not been installed in the correct order. This can often be fixed by re-installing the .NET framework: 

Go to: '''Start''' > '''Run''' 
In the '''Open field''' box enter %windir%\microsoft.net\framework\v4.0.30319\aspnet_regiis -i 
Click '''OK''' 

==Insight Configuration==

Some technical configuration can be done immediately after installing Insight. Preferences are set once, and are used identically by all users of the system. Preferences are accessed in Insight via:
'''Manage''' > '''[[Preferences]]''' 

The preferences page is broken down into sections. The following sections can be configured immediately without any further knowledge of Insight. 

===Email===

Insight needs the school's SMTP server details if it is going to send emails. Emails are sent from Insight for a variety of reasons such as sending passwords to parents and notifying staff of user activities. 

===Proxy===

This section must be completed in order for Insight to check its licence details with our servers. If the proxy is incorrect, Insight will stop working when the licence needs to be renewed. 

Entering DEFAULT for the proxy name will use standard Internet Options. 

If the school has specific proxy settings then those will need to be entered instead. The proxy should be entered in the form 10.0.0.1:8090. 

===SMS===

Insight can be used to send SMS messages. The SMS messages are sent via TextAnywhere, a third party provider. Enter the TextAnywhere account details into the SMS section to enable Insight to send SMS messages. 

==Configuring External Route==

When you are happy that your users and preferences are configured, you will need to ensure that a route is configured from outside to the Insight IIS server. Although the details will change according to the environment your Insight server operates in, the principle remains the same. Your school will have a static IP address that it presents to the Internet, and you will have to forward requests to this address, on the port chosen for Insight when installing, to the internal network address of the Insight server on the same port, for example: 

Assuming your schools external IP address is '''62.63.64.65''', and your Insight server's internal network address '''is 10.0.0.20''', and that Insight is installed to listen on TCP port 1590, the forwarding rule would be '''62.63.64.65:1590''' is to be forwarded to '''10.0.0.20:1234'''. 

This rule would normally be configured either at the school's main incoming router, or you may have to put in a change request to your LA to have this facility enabled - again, details will vary according to circumstance. 

When you know the external address you will be using, you can either embed this in your schools main web site as a link, or distribute it as is. 

As a final note, it is strongly suggested that you install and use an SSL certificate on the Insight server, and also that it is not a self-signed certificate, unless you will be also using the server as a root certificate authenticator. 

Although not authoritative, the example below may help you to with this stage. 

<div>[[Image:network_topology.jpg|1000px]]</div>

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:57:09Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. At this point you should be linking your SSL certificate to the site. Please see '''[https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php?title=Configuring_External_Route here]''' for further details. 

===The SIMS Agent process===

Once you are sure your site is securely available externally, you will probably need to update your SIMS Agent service configuration.

Insight runs a service called SIMSAgent to collect data from the SIMS database and store it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

By default the agent will try to use a "localhost" address to contact the web site. Depending on your web site SSL and proxy setup this may no longer be allowed, and so the service may need to be informed of the updated address.

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a "hub" setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. If not it is unlikely to be the correct address, but it might also be that proxy reconfiguration is required. 

If connecting to the specified address is only possible via a proxy , please ensure that your proxy details are correctly configured within the simsagent.exe.config file, ensuring that the proxy address is given as a valid URI and any credentials are accurately given. 
 
If you have had to make changes to the configuration then use services.msc to restart the InsightSIMSAgent process with the new settings. 

===Batch PDF Processes===

If you were previously using, or plan to use, Insight to batch convert SIMS reports to PDF format then you will need to take to install all the necessary components from the original server. Please follow the steps on this page: 
'''[[Batch PDF processes]]''' 

You may want to attempt to convert a single document to prove the re-configuration was successful. 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:41:40Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the '''[[Batch_PDF_processes]]''' page 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:41:25Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the '''[[Batch_PDF_processes]]''' page 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:41:04Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the '''[[Batch_PDF_processes]]''' page 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:40:49Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the '''[[Batch_PDF_processes]]''' page 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:40:14Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini'''
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''.
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the '''[[Batch_PDF_processes]]''' page 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:38:25Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini'''
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''.
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link here -
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:36:07Z

Admin: /* Installing Insight on the new server */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as detailed in the link '''[[School Dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini'''
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''.
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link here -
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:35:47Z

Admin:

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as details in the link '''[[School Dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini'''
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''.
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link here -
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:34:57Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as details in the link '''[[School_Dinners]]''' 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini'''
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''.
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link here -
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:28:45Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as details in the link here - https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/School_dinners 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini'''
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''.
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link here -
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:28:26Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as details in the link here - https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/School_dinners 

#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link here -
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:27:47Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as details in the link below: 
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/School_dinners 

#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 
#If you make sure of the Batch PDF conversion functionality, this will also need to be reconfigured on the new server as per the link below: 
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/Batch_PDF_processes 
===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:26:09Z

Admin: /* Migrating the Insight Website / Migrating IIS */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigure as details in the link below: 
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/School_dinners 

#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:25:31Z

Admin: /* Installing Insight on the new server */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
Remember also that if you have links to Cashless catering systems - Copy the appropriate files from the old server. Or reconfigured as details in the link below: 
https://www.tascsoftware.co.uk/wiki/INSIGHT/index.php/School_dinners 

#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:23:50Z

Admin: /* The SIMS Agent process */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file. 
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-29T09:23:26Z

Admin: /* The SIMS Agent process */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight.

Make sure that the URL specified can be reached using a browser on the server. 

If this is only possible via a proxy - Please ensure that your proxy details are correctly configured within the simsagentexe.config file.
 
If you have changed the URL then use services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]

Updating SQL and server migration

2019-11-28T09:32:50Z

Admin: /* Batch PDF Processes */

__FORCETOC__

Insight is a website which accesses data from the SIMS database and from its own Insight database. The databases are hosted on an SQL server and the website is hosted on an IIS server. Typically the SQL server and IIS server will be different servers/different virtual machines. 

When migrating Insight, you may be migrating the SQL server (databases), the IIS server (the website) or both. The instructions to migrate the SQL and IIS server are shown below. If you are migrating both the SQL and IIS server, you should migrate SQL first. 

=Migrating the Insight Database / Migrating SQL=

You first need to migrate the SIMS database to the new SQL server instance. The Insight database then needs to be moved to sit alongside the SIMS database. To do this: 

#Make copies of the SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files from the existing SQL server instance. 
#Update the local/shared connect.ini files on the IIS server hosting Insight. The servername field in these files needs to be set to the new SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Delete the web.config file for Insight (typically found via C:\inetpub\wwwroot\INSIGHT) 
#Download and run the latest Insight '''[[service pack]]''' from the TASC Software website ('''http://www.tascsoftware.co.uk''') on the IIS server. This will create a new, empty INSIGHT database will be created on the new SQL server instance alongside the SIMS database. There will be no users or settings in the new empty database. 
#Use SQL Management Studio on the new SQL Server instance to locate the physical paths to the new, empty database using: Right-click -> Properties -> Files (scroll nearly all the way to the right to see the "Path" column). 
#Stop the SQL service using SQL Management Studio (right-click on the server name -> Stop), and replace the new, empty SIMS_INSIGHT.MDF and SIMS_INSIGHT.LDF files with your backed-up "filled" versions from the old server. 
#Restart SQL on the new server instance (right-click on the server name -> Start). 
#Re-run the Insight service pack (from step 3) on the IIS server that hosts the Insight website. 

=Migrating the Insight Website / Migrating IIS=

===Installing Insight on the new server===

#First perform a new installation of Insight on the new IIS server (see the '''[[installation]]''' page for instructions). 
#Make a copy of the _Personalisation folder from the old Insight server. The _Personalisation folder is found in the Insight directory which is usually '''c:\inetpub\wwwroot\INSIGHT\_Personalisation''' Copy this folder into the Insight directory on the new server. 
#Update the local/shared connect.ini files on the new IIS server. The servername and database fields in these files needs to be set to the SQL server instance. The connect.ini files are typically found in '''c:\program files\sims\sims. net\connect.ini''' and '''s:\sims\connect.ini''' 
#Re-run the Insight service pack on the new IIS server. On the '''Data tier''' tab, make sure that the '''Connect INI location''' field matches the location for the local connect.ini file on the new IIS server. If you have changed this location go to the '''Commit''' tab and click '''Begin'''. 
#Delete the Insight website from the old IIS server using IIS Manager. 

===Making Insight externally available===

At this stage Insight will work using internal addresses such as localhost or the server name in the URL. To make Insight work externally you will need to copy the site bindings and any other IIS rules from the old IIS server. 

===The SIMS Agent process===

Insight runs a service called SIMSAgent. This collects data from the SIMS database and stores it in the Insight database. It is important for this service to run correctly so that the data in Insight is correct. 

Use a text editor such as Notepad to open the following file C:\inetpub\wwwroot\INSIGHT\bin\SIMSAgent.exe.config 
There is a hub setting that shows a URL that the service will use to access Insight. Make sure that the URL specified can be reached using a browser on the server. If you have changed the URL then uses services.msc to restart the InsightSIMSAgent process. 

===Batch PDF Processes===

If you are using, or plan to use, Insight to batch convert SIMS reports to PDF format then follow the steps on this page: 
'''[[Batch PDF processes]]''' 

===School Dinners===

If you are using, or plan to use, Insight to display School Dinner information then follow the steps on this page: 
'''[[School dinners]]''' 

[[Category:Technical]]