SS&E Implementation Overview for Institutional IT


This guide is intended for the IT team members responsible for Student Success & Engagement implementation tasks and integrations. 

Email Delivery

  1. Whitelist specific Email Domains - this should be completed right away to ensure your team receives emails from Watermark and system emails.


  1. Set up Authentication.
  2. Add person data to Project Team Import Spreadsheet. Watermark staff will then import these users into your new SS&E instance.
  3. Verify Person Feed is in production. (Note: the feed will be completed later during data integration.)

LMS Integration

  1. Complete LMS Integration steps:
  2. Verify AcademicCalendar, Course, CourseSection, Department, Person, and TranscriptCourse Feeds are in production. (Note: the feeds will be completed later during data integration.)

SIS Integration

Virtual Machine for Connect

  1. Set up a Virtual Machine for Connect.
  2. Provide remote access to Watermark Student Success & Engagement implementation staff (please share passwords securely - NOT via a support ticket or email)

Build Data Feeds

See the Import Process and Infrastructure Summary for visuals on the data flow steps, schedule, and infrastructure. 

See the SIS Integration Overview for more information on the process of building data feeds. Note that after queries or CSVs are built, there are additional steps by Watermark staff to enable the feeds to import into production.

Additional data feed resources:

  • SIS Import Definitions defines the import requirements for each data feed.
  • Data Feed Actions lists which data feeds support data deletion integration.
  • Data Deletion Configuration has more information on data deletion using the all Ids deletion feature.
  • Use your Data Feed Status workbook (provided by your Implementation Project Manager) to track progress in collaboration with Watermark Technical Consultants.

Data Feed Implementation Process

  1. Decide on Connect Method: CSV or Direct DB based on SIS
  2. Confirm data feeds to import in Data Feed Status workbook
  3. Identify Sample Students
  4. Build Priority 1-4 Data Feeds (required to move to Phase 2: Design & Build)
  5. Build Priority 5 Optional Data Feeds
  6. Data Verification 1
  7. Data Verification 2

Additional Integrations

Calendar Integration

  1. Verify the Location Feed is in production.
  2. Set up the Calendar Integration/Service Account

SMS Messaging Integration

  1. Verify the PhoneType Feed is in production.


Was this article helpful?
1 out of 1 found this helpful

Articles in this section

How to Contact Support
There are many ways to reach out! Click here for our support options.
Watermark Academy
Click to access the Watermark Academy for consultation, training, and implementation companion courses.