New Client Notice: If your institution is new to CES and is in the Implementation phase, a Test Project and Survey has already been created for you. This Project and Survey will be identifiable by the word "Test" in the title. Please skip steps 1, 2 and 3 of this article and proceed directly to Step 4: Import Course Data.
Prerequisites: LMS Side
Before beginning the test, please ensure:
- A Test course exists in D2L.
- The course should be published.
- The course should have user enrollments:
- At least one test student
- At least one test instructor
- Ensure test users utilize non-production email addresses to avoid triggering automated notifications to real users during the testing phase.
- Please ensure that the test users have only a single role assigned to them, not multiple roles. (Reason: To ensure accurate role-based validation.)
Step 1. Create a Test Project in CES
1.1 Log in to CES.
1.2 From the top navigation bar, click Surveys & Projects.
1.3 Select Projects.
1.4 Click Create New Project.
1.5 A dialog box appears, click Begin.
1.6 Enter a Project Title (e.g., Test Project).
1.7 Set the dates:
- Start Date: At least one week prior (recommended) to the current date.
- End Date: At least one week after (recommended) the current date.
Scroll to the bottom and click Save.`
Step 2. Align a Survey to the Project
2.1 In the project, click Survey.
2.2 Click Select a Survey and choose an existing survey or create a new one.
Confirm your selection.
Step 3. Creating a Test Survey
If no surveys are available for selection, please follow the steps below to create a test survey:
3.1 From the top navigation bar, click Surveys & Projects.
3.2 Select Surveys.
3.3 Click Begin in the pop-up window that appears.
3.4 Enter the desired Title and Description for the survey.
3.5 Click Save New.
3.6 Click Save once again to finalize the creation.
Your test survey will now be available and can be used within the Test project.
Step 4. Import Course Data from D2L
4.1: Re-Sync courses:
4.1.a Go to Courses tab
4.1.b Click on the Data Import dropdown.
4.1.c Select Brightspace.
4.1.d Click Re-Sync Courses and a dialog box will appear allowing you to re-sync specific courses or terms. Leave options blank to sync all courses.
(Sync time varies; track progress via the Notifications widget, email, or the bell icon (top right).)
4.2: Import Courses
4.2.a Search Brightspace Courses: Use available filter options to search for the desired courses to import.
4.2.b Department & Semester: Filter by department or term.
4.2.c Courses With: Filter by start or end dates.
4.2.d Search Fields: Search by Title, Code, or ID.
4.2.e Search: Click Search to apply criteria.
4.2.f Check the box in line with a course to import it to the project
4.2.g Click Import Data
4.3: Confirm Course Alignment
4.3.a Scroll to the top.
4.3.b Click Courses to refresh the page and return to project.
4.3.c Confirm that the course appears with the correct information.
Step 5. Deploy the Project
After adding courses and validating users, open the project and click Deploy Project, then confirm.
This confirms that the data settings are functioning correctly.
Step 6. User Settings Testing (Role-Based Validation)
To confirm that user-level settings are functioning correctly, perform the following checks by impersonating users in Brightspace (Only valid for users who have been imported into the CES using the steps above)
6.1: Student Role Testing
Impersonate a test student enrolled in the course and verify:
6.1.a Survey Notification is visible on:
- The Course Dashboard tab. And both the survey link and notification are visible on the dashboard.
If both the notification and the course link are visible, the student configuration has been successfully validated.
6.1.b Instructor Role Testing
Verify as a test instructor: Course Survey Link is visible in the course.
If the link appears correctly, the instructor configuration is working as expected.
7. Expected Outcome
Successful integration is confirmed when:
- Course data syncs correctly
- The project deploys successfully
- Survey notifications and links are visible for students
- Link is visible to instructors