In EE we have relations of son/daughter and father/mother.  In RE we have child and parent.  Has anyone else had this problem?  If so, how did you solve it so integration would run smoothly?

Thanks as always for your help!

Tracy Reid

Your tables in both RE & EE must be the same. Meaning, you need to change the relations in either EE or RE. This is true for all tables.

It would be helpful if you read up on Integration on BB website.

I apologize for not phrasing my question more accurately.  I understand that they need to be the same.  I was curious if anyone had advice on which format to use and why.  This way I could follow what worked instead of trying to re-create the wheel.

Thanks

Tracy Reid

Tracy -
We have our family records integrated between EE and RE. In terms of data - I always believe the more detail the better.  We have Father, Mother, Step-Father, Step-Mother, as well as Daughter, Son, Stepdaughter, Stepson. 
This is especially helpful to our development staff when the child's first name is "Morgan" or "Taylor" - they don't have to open the record and click on the second tab to see the gender of the child in order to know if the family has daughter's or sons.

Your question caused me to take another look at our Relationship tables within the two databases.  I noticed that in RE we had an Inactive entry of  "children".  Just for grins, I reactivated it, and changed the three children of one family from a relationship of son or daughter to a relationship of "children"  (within RE).  I then ran synchronization - to see if the relationship types would change on the EE side.  They did not. 
I mention this because when you change the relationship on the EE side - it DOES make a corresponding change on the RE side.  When a sibling graduates, they become a constituent in RE as an Alum.  But on the EE side, I change their relationship to any remaining siblings to be "not current student"  (a workaround for family exports to pull only current students - since you can't restrict relationships on an export to pull by current status - but that's another subject) 

I hope that you are talking about entries within the Relationships Table - and NOT saying that the children have already been entered in RE as non-constituents - linked to their parent(s).  That could create a lot of extra work in making sure that you are linking children from EE with the correct non-constituent within RE.  Much easier to let Integration create the non-constituent records for you.

Good luck

Hi Candace,

Thank you very much for this information. It is extremely helpful!

Tracy