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Getting Started: Canvas Archiving
Getting Started: Canvas Archiving

Getting Started with Canvas Archiving

R
Written by Rachel Gough
Updated over a week ago

Accessing Canvas Archiving

Once your Canvas Archiving instance is created, the Point of Contact will receive an email with their login details. From there, they can proceed to set up the instance or invite more users.

Setting Up Canvas Archiving

Apply Institution Theme

To update the theme on your institution’s Canvas Archiving instance:

  1. Select Admin in the Navigation menu.

  2. Select Styling

  3. Click the Upload Logo to replace the current logo.

  4. Click the Select Color buttons, to update the colors to use for the theme.

  5. Preview the new colors and ensure they will meet accessibility requirements.

  6. Click Save

Changes will apply in a few minutes after saving.

Inviting Users

To add users in Canvas Archiving:

  1. Go to Users & Roles in the navigation menu.

  2. Click "Add User".

  3. Enter email addresses on the User Create page.

  4. Click "Process".

  5. Review and adjust the list of accounts.

  6. Click "Create Accounts".

Note: Resolve any errors with email aliases or usernames already in use. Default roles include Admin, Faculty (requires course addition), and View Access (read-only for all courses and terms).

Creating an Integration to Canvas

  1. Select Imports in the navigation menu.

  2. Click "+ New Integration"

  3. Enter the required details:

    1. Integration URL (e.g., https://institution.instructure.com)

    2. Username of the Canvas Utility Account

    3. Password to the Canvas Utility Account

    4. Sub Account ID (the sub account you wish to archive courses from)

  4. Click "Verify Account" to ensure the details are correct.

  5. Enter a friendly name for the integration.

  6. Click "Save" to create the integration.

Starting an Import

Please set up the Canvas integration before starting an import, if not already done.

  1. Select Imports on the navigation menu.

  2. Click "+ New Import"

  3. Select the source integration

  4. Select the the Import by:

    1. Terms: Select a term and import all courses associated with the term.

    2. CSV: Upload a CSV file. Use the "Download Template" link for proper formatting.

    3. Course ID(s): Enter the Canvas Course IDs.

    4. Course Search: Enter the course name, course code, or SIS ID

    5. Course End Date: Select a course end date to import courses ending before this date.

  5. Click "Start Import."

Navigate Canvas Archiving

Once courses have been imported and archived successfully, take the time to navigate your instance.

We recommend reviewing courses, terms, and the People section. Additionally, consider exporting gradebook data within a course and restoring soft-deleted courses.

Support

When setting up Canvas Archiving, you have several ways to get help:

  • Email your K16 Client Success Manager directly or our support team at [email protected]

  • Use our Quick Help interactive tours, to walk you through the set up.

  • Use the support feature in Canvas Archiving by clicking the question mark icon in the lower right corner.

  • Access our help desk articles for detailed step-by-step instructions on all features.

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