Add a Scheduled Class Update

Typically, you schedule a class import to update your records in Destiny on a regular basis.

Add Scheduled Class Update

  1. Log in as a district user.
  2. Select Admin > Update Classes > Schedule sub-tab.
  3. Click Schedule It.
  4. Use the following table to complete the required fields:

    Note: You can select either Directory (default) or SFTP URL.

    In this field…Do this…
    Job NameType a job name for the update.
    Directory (default)Enter the path to the .csv file on the server.
    *SFTP URLEnter the server name and any subfolders where the .csv file exists.
    *User NameEnter the user name configured to access this server and folder.
    *PasswordEnter the password for the user name.
    *File Name

    Type the .csv file name.

    Important: The File encoding field defaults to the encoding type in the properties file. Mac only supports MacRoman and Windows-1252 encoding.

    *When using SFTP, these fields are case-sensitive. To validate that the connection to the server is successful, click Test Server.
  5. To make changes to the classimport.properties file, click Edit next to Change Properties File.
  6. To select a properties file or a different properties file, click Choose File, and navigate to the location of the properties file.
  7. In the Job Schedule section, select the day(s) and time you want to run the class update.
  8. If you want to keep the setup, yet disable the update until a later time, select Disable class update.
  9. In the Class Update Job Options section, decide whether to remove or retain class sections that are not included in the update file and which loan period to use if a section's start and end dates are missing from the file.
  10. To automatically delete jobs that have run, select Delete previously run jobs. To keep some of the jobs, type the number in the Number of jobs to keep field.
  11. When you are finished, click Save. The Update Patrons page appears.
  12. Find your job, and then click Run. The Job Manager page appears.
  13. Review the Job Summary, and proceed accordingly.