如何使用 CSV 檔案部署 School Data SyncHow to deploy School Data Sync by using CSV files

您可以使用逗號分隔值 (CSV) 檔案與 School Data Sync (SDS),將學生資訊系統 (SIS) 資料匯入 Office 365 及進行同步處理。SDS 能將 SIS 中的學生、教師、學校、區段及名冊資訊同步處理到 Azure Active Directory 和 Office 365。使用這個方法,您可以從 SIS 資料匯出或建立適用於 School Data Sync 的 CSV 檔案、設定同步處理設定檔,以及將 CSV 檔案上傳至 SDS 以進行處理。You can use Comma Separated Value (CSV) files with School Data Sync (SDS) to import and synchronize your Student Information System (SIS) data to Office 365. SDS can sync students, teachers, schools, sections, and roster information from your SIS to Azure Active Directory and Office 365. Using this method, you will export or create CSV files for School Data Sync from your SIS data, set up a synchronization profile, and upload the CSVs into SDS for processing.

本主題內容:In this topic:

開始之前Before you get started

開始使用 CSV 匯入方法與 SDS 進行同步處理之前,請閱讀 School Data Sync 的概觀Before you start synchronizing with SDS using the CSV Import method, read the Overview of School Data Sync.

確認您符合下列必要條件:Make sure you meet the following prerequisites:

  1. Office 365 教育版租用戶。An Office 365 for Education tenant.

  2. 全域管理員帳戶Global Admininstrator Account

注意

協力廠商應用程式提供者能透過他們的應用程式存取您透過 School Data Sync 提供的資料,因此您只應該同步處理您願意向這些協力廠商公開的資料。The data that you provide through School Data Sync may be accessible to third-party application providers through their apps, so you should sync only the data that you want to make available to these third parties.

建立同步處理設定檔及匯入 CSV 檔案Create a Sync Profile and Import your CSV files

觀賞影片:部署 School Data SyncWatch the video: Deploy School Data Sync

確認您已建立六個 CSV 檔案,而且這些檔案可供使用。接下來,遵循以下步驟匯入檔案及建立同步處理設定檔。同步處理設定檔只是一組選項和設定,供 SDS 用來同步處理您要上傳的 CSV 檔案。您可以在一個 Office 365 租用戶中建立多個同步處理設定檔。Make sure you've created your six CSV files and they're ready to use. Then follow these steps to import the files and create your sync profile. A sync profile is just a group of options and settings used by SDS to sync the CSV data which you plan to upload. You can create multiple sync profiles within a single Office 365 tenant.

存取 SDS 和首次登入SDS Access and First Time Login

  1. 若要存取學校資料同步處理系統入口網站啟動私用的網頁瀏覽器中,瀏覽至 [sds.microsoft.com、 按一下 [登入然後輸入 O365 全域管理員帳戶認證。To access the School Data Sync Admin Portal launch a private web browser, navigate to sds.microsoft.com, click Sign-In, then enter your O365 Global Admin account credentials.

建立同步處理設定檔及上傳 CSV 檔案Create a Sync Profile and Upload your CSV Files

  1. 之後記錄,按一下 [ + 新增設定檔左功能窗格中建立同步處理設定檔。After logging in, click + Add Profile in the left hand navigation pane to create a Sync Profile.

    示範建立新設定檔的螢幕擷取畫面

  2. 您要連線至您學校方式] 索引標籤上完成適當的表單。一旦完成,請按一下 [啟動]。On the How do you want to connect to your school page, complete the form as appropriate. Once complete, click Start.

    how-to-deploy-SDS-using-CSV-files-1.PNG

    • 為此設定檔命名 - 輸入同步處理設定檔的名稱。該名稱可用來在 SDS 儀表板中辨識同步處理設定檔,設定檔設定完成後便無法變更。Name this profile - Enter a name for your sync profile. This name will be used to identify the sync profile in the SDS Dashboard, and cannot be changed once the profile setup is complete.

    • 選擇您同步處理方法-2 可用的同步處理方法之間所示,CSV 或 API 的選擇。如果您正在次使用 CSV 檔案,然後選取 CSV,再選取 SDS 格式的選項。Choose your sync method - Choose between the 2 available sync methods shown, CSV or API. If you're syncing using CSV files, select CSV, then select the option for the SDS format.

  3. 在 [同步選項]**** 頁面中,選擇適當的選項來建立新使用者或同步處理現有使用者。接著,按一下 [上傳檔案] 以上傳 6 個 CSV 檔案。上傳完成後,視需要選擇頁面上的選項。On the Sync Options page, select the appropriate option to create new users or sync existing users. Then click upload files to upload your 6 CSV files. Once uploaded, complete your selections on the page as appropriate.

    how-to-deploy-SDS-using-CSV-files-2.PNG

    • 現有的使用者 - 如果 CSV 檔案中包含的每位學生和教師已在 O365 租用戶中建立使用者帳戶,請選取這個選項。Existing Users - Select this option if you already have user accounts created within your O365 tenant for each of the students and teachers contained within your CSV files.

    • 新使用者 - 如果您想要讓 SDS 為 CSV 檔案中包含的每位學生和教師建立使用者帳戶,請選取這個選項。New Users - Select this option if you want SDS to create user accounts for each of your students and teachers contained within your CSV files.

    • 上傳檔案按鈕 - 按一下這個按鈕可以上傳 6 個 CSV 檔案。上傳時 SDS 將執行幾項簡短的驗證測試,確保檔案的格式正確。如果檔案通過驗證,系統會將它們上傳到同步處理設定檔。Upload Files button - Click this button to upload your 6 CSV files. Upon upload SDS will perform some brief validation tests to ensure the files are formatted correctly. If the validation passes, your files will be uploaded into the sync profile.

    • 取代不受支援的特殊字元-檢查此方塊可允許 SDS 來執行同步處理時自動取代不受支援的特殊字元。特殊字元將會取代""並不會再發生錯誤的結果在該物件的同步處理程序期間。Replace unsupported special characters- Checking this box will allow SDS to automatically replace unsupported special characters while the sync is running. Special characters will be replaced with an "", and no longer result in an error during the sync process for that object.

    • 學校屬性 - 上傳 CSV 檔案後,系統會自動選取 School.csv 中包含的屬性。您應該驗證這裡選取的屬性是否與 School.csv 中包含的屬性相同。School properties - After uploading your CSV files, the attributes contained within your School.csv will be auto- selected. You should validate the attributes selected here are the same attributes contained in your School.csv

    • 區段屬性 - 上傳 CSV 檔案後,系統會自動選取 Student.csv 中包含的屬性。您應該驗證這裡選取的屬性是否與 School.csv 中包含的屬性相同。Section Properties - After uploading your CSV files, the attributes contained within your Student.csv will be auto-selected. You should validate the attributes selected here are the same attributes contained in your School.csv

    • 區段群組顯示名稱的同步選項 - 勾選這個方塊能在第一次同步之後讓教師控制區段顯示名稱,避免 SDS 覆寫教師變更的區段顯示名稱。Sync option for Section Group Display Name - Checking this box will allow teachers to control the section display name after the first sync, and prevent SDS from overwriting Section DisplayName changes made by teachers.

    • 學生註冊 - 勾選這個方塊後,您可以選取要開始同步處理學生註冊的未來日期。如果您勾選方塊,SDS 會在選定日期到來後將每位學生新增到所屬的個別區段。Student Enrollment - Checking this box will allow you to select a date in the future for starting to sync the student enrollments. If checked, on this selected date, SDS will start adding each student to their respective sections.

    • 預設字詞日期-您可以設定預設的開始和結束日期] 區段中的字詞。如果您並不會提供這些日期 CSV 檔案中只會使用這些日期。 如果您將上傳檔案] 區段中的開始和結束日期,系統會要求您選取的所提供的日期格式。如果您輸入的格式不符合您的檔案中的開始和結束日期格式,您會收到錯誤訊息,需要編輯日期格式,使其符合您的檔案格式。Default Term Dates - You can set default start and end dates for Section terms. These dates will only be used if you do not provide these dates in your CSV files. If you upload files with Section start and end dates, you will be asked to select the format of the dates provided. If the format that you enter does not match the format of start and end dates in your files, you will receive an error message and need to edit the date format so that it matches the format in your files.

    • 適用於教育界的 Intune -檢查此方塊會在所有學生與老師 Intune 適用於教育界的都授權。請確定您的租用戶中擁有足夠可用的授權。您會收到錯誤在同步處理設定檔同步處理設定檔中沒有足夠的每個老師與學生的授權。Intune for Education - Checking this box will license all student and teachers for Intune for Education. Ensure you have enough licenses available within your tenant. You will receive errors on your sync profile if you dont have enough licenses for each student and teacher within your sync profile.

  4. 教師選項] 頁面上,選取適當的 identity 比對選項,確認老師屬性選取,然後按 [下一步]。SDS 會檢查並確定您正在選取屬性和內正確的格式選項。 如果例如比對 UserPrincipalName,您必須選取 UserPrincipalName (prefix@domain.com) 格式的來源目錄屬性或您必須選擇要附加至來源目錄屬性以確保適當的格式設定的網域。如果您選擇不是以適當的格式來完成相符,您會看到一個頁面上顯示的紅色錯誤。On the Teacher options page, select the appropriate identity matching options, confirm the teacher properties are selected, then click Next. SDS will check to ensure you're selecting attributes and options within the correct format. If matching a UserPrincipalName for example, you must select a source directory attribute which is in the format of a UserPrincipalName (prefix@domain.com) or you must choose to append a domain to the source directory attribute to ensure proper formatting. If your selections are not in the proper format to complete a match, you'll see a red error displayed on the page.

    how-to-deploy-SDS-using-CSV-files-3.PNG

    • 主索引鍵 (來源目錄) - 這是 CSV 檔案中的 Teacher 屬性,可用於 SDS 身分識別比對。若要進一步了解如何選取適當的來源目錄屬性,以及如何正確配置教師身分識別比對設定,請觀賞身分識別比對影片。Primary Key (Source Directory) - This is the Teacher attribute in the CSV file used for SDS Identity Matching. Watch the Identity Matching video for additional information on how to select the appropriate source directory attribute, and properly configure the identity matching settings for teacher.

    • 主索引鍵 (目標目錄) - 這是 Azure AD 中的 User 屬性,可用於 SDS 身分識別比對。若要進一步了解如何選取適當的目標目錄屬性,以及如何正確配置教師身分識別比對設定,請觀賞身分識別比對影片。Primary Key (Target Directory) - This is the User attribute in Azure AD used for SDS Identity Matching. Watch the Identity Matching video for additional information on how to select the appropriate target directory attribute, and properly configure the identity matching settings for the teacher.

    • 網域 (選用) - 這是選用的網域值,您可以將該值新增到選取的來源目錄屬性,以完成教師身分識別比對。如果您需要比對 UserPrincipalName 或 Mail 屬性,字串中必須包含網域。來源屬性必須已包含網域。如果沒有的話,您也可以使用這個下拉式功能表將適當網域附加到來源屬性。Domain (optional) - This is an optional domain value that you can add to the selected Source Directory attribute to complete your Teacher Identity Matching. If you need to match to a UserPrincipalName or Mail attribute, you must have a domain included in the string. Your source attribute must either include the domain already or you can append the appropriate domain to the source attribute using this dropdown menu.

  5. 學生選項] 頁面上,選取適當的 identity 比對選項,確認 student 屬性已選取,然後按 [下一步]。SDS 會檢查並確定您正在選取屬性和內正確的格式選項。 如果例如比對 UserPrincipalName,您必須 selecta 來源目錄屬性 UserPrincipalName (prefix@domain.com) 格式或您必須選擇要附加至來源目錄屬性以確保適當的格式設定的網域。如果您選擇不是以適當的格式來完成相符,您會看到一個頁面上顯示的紅色錯誤。On the Student options page, select the appropriate identity matching options, confirm the student properties are selected, and then click Next. SDS will check to ensure you're selecting attributes and options within the correct format. If matching a UserPrincipalName for example, you must selecta source directory attribute which is in the format of a UserPrincipalName (prefix@domain.com) or you must choose to append a domain to the source directory attribute to ensure proper formatting. If your selections are not in the proper format to complete a match, you'll see a red error displayed on the page.

    how-to-deploy-SDS-using-CSV-files-4.PNG

    • 主索引鍵 (來源目錄) - 這是 CSV 檔案中的 Student 屬性,可用於 SDS 身分識別比對。若要進一步了解如何選取適當的來源目錄屬性,以及如何正確配置教師身分識別比對設定,請觀賞身分識別比對影片。Primary Key (Source Directory) - This is the Student attribute in the CSV file used for SDS Identity Matching. Watch the Identity Matching video for additional information on how to select the appropriate source directory attribute, and properly configure the identity matching settings for teacher.

    • 主索引鍵 (目標目錄) - 這是 Azure AD 中的 User 屬性,可用於 SDS 身分識別比對。若要進一步了解如何選取適當的目標目錄屬性,以及如何正確配置學生身分識別比對設定,請觀賞身分識別比對影片。Primary Key (Target Directory) - This is the User attribute in Azure AD used for SDS Identity Matching. Watch the Identity Matching video for additional information on how to select the appropriate target directory attribute, and properly configure the identity matching settings for the student.

    • 網域 (選用) - 這是選用的網域值,您可以將該值新增到選取的來源目錄屬性,以完成學生身分識別比對。如果您需要比對 UserPrincipalName 或 Mail 屬性,字串中必須包含網域。來源屬性必須已包含網域。如果沒有的話,您也可以使用這個下拉式功能表將適當網域附加到來源屬性。Domain (optional) - This is an optional domain value that you can add to the selected Source Directory attribute to complete your Student Identity Matching. If you need to match to a UserPrincipalName or Mail attribute, you must have a domain included in the string. Your source attribute must either include the domain already or you can append the appropriate domain to the source attribute using this dropdown menu.

  6. 在 [檢閱] 頁面上,確定您已進行適當的選項。如果不需要任何其他變更,按一下 [建立設定檔。一旦您建立的同步處理設定檔、 SDS 會開始前的同步處理驗證程序。在此程序,SDS 會確保沒有任何明顯錯誤 CSV 檔案。如果前的同步處理驗證程序期間發現的任何錯誤,您必須修復這些和重新上傳檔案再按一下 [繼續同步處理] 按鈕並開始實際的同步處理選項。如果您收到錯誤並選擇不將其更新,您仍可以選擇繼續同步處理且不會修正錯誤。只是注意 SDS 可以只維持最多 15000 錯誤之前將輸入隔離狀態和設定檔。how-to-deploy-SDS-using-CSV-files-5.PNG為了自動化同步處理程序設定同步處理設定檔之後,您可以安裝 Microsoft 學校資料同步處理工具組。此工具可協助您建立 CSV 檔案與 Office 365 之間的自動同步處理排程,也可以用來檢查 CSV 檔資料。如需詳細資訊,請參閱 < Install Microsoft 學校資料同步處理工具組。On the Review page, ensure you've made the appropriate selections. If no additional changes are needed, click Create Profile. Once you create a sync profile, SDS will begin a pre-sync validation process. During this process, SDS will ensure there are no obvious errors with your CSV files. If any errors are found during the pre-sync validation process, you will have the option to fix them and re-upload the files before clicking the resume sync button and begin the real synchronization process. If you receive errors and choose not to update them, you can still choose to resume sync without fixing the errors. Just be aware that SDS can only sustain up to 15,000 errors before the profile will enter a quarantine status. how-to-deploy-SDS-using-CSV-files-5.PNG To help automate the sync process after setting up your sync profile, you can install the Microsoft School Data Sync Toolkit. This tool helps you to create an automated sync schedule between CSV files and Office 365, and can also be used to verify the CSV file data. For details, see Install the Microsoft School Data Sync Toolkit.

影片:如何比對來源和目標屬性以進行同步Video: How to match source and target attributes for sync

如需同步處理比對邏輯成功和失敗的各種範例,請觀賞身分識別比對影片:For various examples of matching logic success and failure for sync, watch the Identity Matching video:


相關主題

School Data Sync 的概觀Overview of School Data Sync

安裝 School Data Sync 工具組Install the School Data Sync Toolkit

適用於 School Data Sync 的 CSV 檔案CSV files for School Data Sync

如何使用 PowerSchool Sync 部署 School Data SyncHow to deploy School Data Sync by using PowerSchool Sync

如何使用 Clever 格式的 CSV 檔案部署 School Data SyncHow to deploy School Data Sync using CSV files in the Clever format

如何使用 OneRoster CSV 檔案部署 School Data SyncHow to deploy School Data Sync by using OneRoster CSV files

School Data Sync 常見錯誤和疑難排解School Data Sync errors and troubleshooting

SDS CSV 檔案驗證程序SDS CSV File Validation Process