Data & AssessmentDnA System Admin Rollover ManagementData: Rolling Over to the Next Academic Year

Data: Rolling Over to the Next Academic Year

This lesson guides those with the permission to set up the site/district for the upcoming year. This is for Data and Assessments clients only.


Add or Close Sites:

  • Do you have any new sites coming on board this next year?  Go to the Gear Icon > Site Management > Add Site.
  • Are any sites closing this coming new year?  Go to the Gear Icon > Site Management > Edit the Site and set the Site Type to CLOSED.  Some users find it helpful to also add the word CLOSED at the end of the site name i.e. ABC High School (CLOSED) so that it will display as a reminder to users.  If you no longer want to have the Site be any part of district wide reports set the "Has Students" option to No.

Step 1: Permissions

Navigation: Cog Wheel > Permissions > All Permissions > Select the Role and/or User > Select Load

System Admin must assign the following permissions to their role in order to complete the follow steps:

  • View Daily Attendance Calendar; and
  • Year to Year Rollover Tool
  • Site Hierarchy

TIP: Use CTRL + F (For PC users) or CMD + F (For MAC users) on your computer to find these permissions easily!

Step 2: Term Manager

Step 2: Term Manager

The first part of rolling over to the new year is setting up your new school year calendar. You will need to manually setup your terms in the Term Manager. Once your terms look good, the only remaining step to rolling over is updating user affiliations to their sites. This is done in the Year-to-Year Rollover tool. There is no need to roll over teacher accounts. This is done automatically through your data imports. After your terms are setup and your users are rolled over, your Illuminate Automated Data Imports will "just work" with your new year's data.

Navigation: Cog Wheel > Term Manager > Select the upcoming Academic Year > Select the Session Type > Select Load >

1. Use the day adjustment tool and select GO!; or

2. Build and create terms individually and select GO!

Reference our Create/Edit/Delete Term Manager help document for more information.

NOTE: After you create the new terms, you have to give themselves a role and affiliations to the new terms you just created.

Step 3: Year to Year Rollover Tool

Step 3: Year to Year Rollover Tool

Navigation: Cog Wheel > Year-to-Year Rollover >

Rollover Terms

  • Confirm and Select which term you are rolling over from
  • Confirm and Select which term you are rolling over to
  • Update your terms (Guess what? That was Step 1!)

Rollover Users

  • Rollover your non-teacher users by selecting all the roles you would like to rollover to the upcoming school year
  • Select Rollover

Step 4: Update Queries or Extracts

Step 4: Update Queries or Extracts

It may be a good idea NOT to overwrite the existing files on the SFTP server. Instead, backup the most recent “old” files and either save them locally or put them in a folder on the SFTP server. Whether you are using an extract tool or queries, the files that are being generated will need to be updated. Please make sure to modify your queries/extracts to pull data for the new school year.

Once the data has been verified and looks good, upload the data to the SFTP server.

Once the data is in place, enable the Automation Profile for the new year. Go to the Gear Icon > Core Data Automation Profiles > Edit

1) Select the Enable option.

2) Set the End Date to the last day of school year.

3) Confirm the Notification Address is a valid email.

4) Select Update.

5) ONLY if you are on the No-Show process, then send a request to to have a wipe and reload performed.

Check back in the morning to review the Core Data Import Logs.

Step 5: Review Core Data Import Logs

Navigation: Cog Wheel > Core Data Import Log >

Most importantly, review your Core Data Import Log and review your imports to see if they are working as expected:

  • Did we mention you need to review your import logs?
  • Seriously, it's really important that you monitor your import logs!

Contact our fabulous Support Staff via email at

What about the rollover with PowerSchool or Aeries Extract Tools?

Aeries Rollover Instructions

PowerSchool Rollover Instructions

Once you are ready to rollover to the current academic year, modify the following lines in this file:






Sample for 2016-2017




DEFINE IE_LAST_DAY = '30-JUN-2017’ **

* YEAR_ID refers to the Calendar year in Powerschool. (ie: 26 = 2016-2017, 25 = 2015-2016, etc)

** DEFINE IE_LAST_DAY may not be present. Added in a later version of the tool.

Next Steps

Now that the data rollover process is under way, take a look at our Prepare for the Coming Next Year help lesson to get your upcoming year's Assessments and other information ready.