Jenzabar Campus Portal Features Help Hub

Set Up Financial Aid Administration

J1 Desktop stores the ODBC profile name, login ID, and password in the PowerFAIDS Database Connection to allow both J1 Desktop and the Campus Portal to open an ODBC connection to access the PowerFAIDS database. The PowerFAIDS Database Connection data should already exist in J1 Desktop as it is required for Financial Aid Manager. Use the following steps to confirm that is exists.

  1. Open the Financial Aid Configuration window.

  2. Click the PowerFAIDS Database Connection... button.

  3. Choose the appropriate PF Database Profile from the drop-down list.


    If you do not see the ODBC profile name you created in the PF Database Profile drop-down list, it may not exist on the machine on which you are running J1 Desktop. The drop-down list displays all 32- and 64-bit System DSN profiles. You may need to create an ODBC connection so that it appears in the drop-down list.

  1. Log in as the Campus Portal administrator.

  2. Access the Financial Aid Administration feature.

  3. From the Admin Toolbar Admin Toolbar Icon, click Settings. The Settings page appears.

  4. In the Missing Document Alert Message Subject text box, enter the text that will appear in the Subject line of the alert email message that will be sent to the student to notify them of a missing financial aid document. This alert functionality is only available if the Financial Aid Document Tracking feature is accessed through the Financial Aid Administration feature and the Can Send Alerts permission is granted to the logged-in user.

  5. In the Missing Document Alert Message Template text box, enter the template text for the missing financial aid documents alert message that will be sent to the student. The document name and award year may be dynamically included in the body of the alert if the @@Doc and/or the @@YEAR variables are specified in the template text.

  6. Click Save Changes. You are directed back to the feature page.

  1. Log in to the Campus Portal as an administrator and navigate to the appropriate feature page.

  2. From the Admin Toolbar Admin Toolbar Icon, click Access. The Access page appears. Campus Portal roles that have access to that page are indicated by a green visible Visible Icon symbol while roles that do not have access are indicated by the red hidden Hidden Icon symbol.

  3. Click on the Campus Portal role you are setting up permissions for. If the role has not already been granted access to the page, click the button to toggle it to Visible Visible Toggle Icon.  Additional permissions appear.

  4. To grant administrative privileges to a Campus Portal role, click the button for the Allow this role to manage this page permission to move the toggle to "Yes".  Administrative permissions will allow the users in the role to add or remove features and set page and feature level permissions.

  5. From the in Financial Aid Administration they can: section, use the toggle buttons set permissions.

    • To give this user role access to a global operation on the page, click on the No Toggle Icon button next to the global operation. The button toggles to Yes to indicate that the role now has that permission.

    • To remove this user role's access to a global operation on the page, click on the Yes Toggle Icon button next to the global operation. The button toggles to No to indicate that the role no longer has that permission.

    • Repeat for each permission option attached to the role.

  6. Changes are saved automatically.

You must create an ODBC connection on your Campus Portal server that uses the same profile name that is set in Financial Aid Manager (FAM) as the PowerFAIDS Database Connection.

The portal references the PowerFAIDS Database Connection set in the J1 Desktop database to display data on each of the Financial Aid features of the Student features. Therefore, the PowerFAIDS ODBC profile name you created to support FAM will be the same one you will use to support the Campus Portal. This requires that an ODBC Connection of the same profile name, login ID (which must be PF05ROJI3), and password be created on the web server running the portal.


Because the Campus Portal now requires a 64-bit server architecture, the required ODBC is 64 bit.

A designated script to create the required Jenzabar login for PowerFAIDS (PF05ROJI3) must be run on the server hosting the PowerFAIDS database to allow both J1 Desktop and the portal to access the PowerFAIDS database using ODBC connections of the same name. This script is provided prior to on-site training.