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

您可以使用以逗號分隔的值 (CSV) 檔案,並以 School format with School Data Sync (SDS) ,將您的學生資訊系統 (SIS) 資料匯入及同步處理至 Office 365。You can use Comma Separated Value (CSV) files in the Clever format with School Data Sync (SDS) to import and synchronize your Student Information System (SIS) data to Office 365. SDS 可將您 SIS 中的學生、教師、學校、章節和名單資訊同步處理至 Azure Active Directory 和 Office 365。SDS can sync students, teachers, schools, sections, and roster information from your SIS to Azure Active Directory and Office 365. 使用此方法,您將會以 聰明的格式 匯出或建立 csv 檔案,該格式包含 SIS 資料、設定同步處理設定檔,並將 csv 檔案上傳至 SDS 進行處理。Using this method,you will export or create your CSV Files in the Clever format containing your SIS data, set up a synchronization profile, and upload the CSV files into SDS for processing.

開始之前Before you get started

使用聰明 Sync 方法開始與 SDS 進行同步處理之前,請閱讀 School Data Sync 的概述Before you start synchronizing with SDS using the Clever Sync method, read the Overview of School Data Sync.

請確定您符合下列必要條件:Make sure you meet the following prerequisites:

  • Office 365 教育版租使用者An Office 365 for Education tenant

  • 全域管理員帳戶Global Administrator Account

  • 已啟用 School Data Sync (方案 1) School Data Sync (Plan 1) enabled

    注意

    透過 School Data Sync 所提供的資料,可透過其應用程式存取協力廠商應用程式提供者,因此您應只同步您要提供給這些協力廠商使用的資料。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

請確認您已匯出或建立 [智慧格式 CSV](clever-format-csv-files-for-SDS.md)檔案。Make sure you've exported or created your [Clever format CSV files](clever-format-csv-files-for-SDS.md). 請遵循下列步驟來匯入檔案,並建立同步處理設定檔。Then follow these steps to import the files and create your sync profile. 同步處理設定檔只是 SDS 用來同步處理您計畫上傳之 CSV 資料的一組選項及設定。A sync profile is just a group of options and settings used by SDS to sync the CSV data which you plan to upload. 您可以在單一 Office 365 租使用者內建立多個同步處理設定檔。You can create multiple sync profiles within a single Office 365 tenant.

SDS 存取和第一次登入SDS Access and First Time Login

若要存取 School Data Sync Admin 入口網站,請啟動私人網頁瀏覽器,流覽至 [ sds.microsoft.com ],然後使用 Office 365 教育版承租人的全域系統管理員認證登入。To access the School Data Sync Admin Portal launch a private web browser, navigate to sds.microsoft.com and then sign-in using the Global Admin credentials for your Office 365 Education tenant.

建立同步處理設定檔及同步處理您的聰明格式 CSV 檔案Create a Sync Profile and Sync your Clever format CSV files

  1. 登入後,按一下 [+ 新增設定檔 ] 以建立 SDS 同步處理設定檔,並開始從聰明同步處理資料。After signing in, click + Add Profile to create an SDS Sync Profile and begin syncing data from Clever.

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

  2. 在 [ 選擇連線類型 ] 頁面上,視需要完成表單。On the Choose Connection Type page, complete the form as appropriate. 完成後,按一下 [ 開始]。Once complete, click Start.

    how-to-deploy-SDS-by-using-Clever-format-CSV-files-1.PNG

  • 名稱此設定檔 -輸入您同步處理設定檔的名稱。Name this profile - Enter a name for your sync profile. 此名稱將用來識別 SDS 儀表板中的同步處理設定檔。This name will be used to identify the sync profile in the SDS Dashboard.
  • 選擇同步處理方法 -選擇可用選項, 上傳 CSV 檔案,並透過 API 方法連線。Choose your sync method - Choose between the available options, Upload CSV files and Connection via an API methods. 如果您是以聰明的格式使用 CSV 檔案進行同步處理,請選取 [CSV 檔案] 的選項。If you're syncing using CSV files in the Clever format, select the option for CSV files.
  • 選擇 csv 的類型 -選擇可用的 csv 檔案格式。Choose the type of CSV - Choose between the available CSV file formats. 如果您是以聰明的格式使用 CSV 檔案進行同步處理,請選取 [ CSV 檔案:聰明格式]。If you're syncing using CSV files in the Clever format, select CSV files: Clever format.
  1. 在 [ 同步處理選項 ] 頁面上,選取適當的選項以建立新的使用者或同步現有的使用者。On the Sync Options page, select the appropriate option to create new users or sync existing users. 然後按一下 [上傳檔案] 以上傳聰明格式的 CSV 檔案。Then click upload files to upload your Clever format CSV files. 上傳後,請視需要完成頁面上的選項,然後按 [下一步]Once uploaded, complete your selections on the page as appropriate, then click Next.

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

  • 現有使用者 -如果您已在您的 [!範例] 中包含的每位學生和教師都已在 O365 租使用者中建立使用者帳戶,請選取此選項。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 Clever instance.

  • 新使用者 -如果您想要 SDS 為您的聰明格式 csv 中包含的每位學生和教師建立使用者帳戶,請選取此選項。New Users - Select this option if you want SDS to create user accounts for each of your students and teachers contained within your Clever format CSVs.

  • 上傳檔案按鈕 -按一下此按鈕可上傳聰明格式的 CSV 檔案。Upload Files button - Click this button to upload your Clever format CSV files. 在上傳 SDS 將執行一些簡短的驗證測試,以確保檔案格式正確。Upon upload SDS will perform some brief validation tests to ensure the files are formatted correctly. 若驗證通過,您的檔案將會上傳至同步處理設定檔。If the validation passes, your files will be uploaded into the sync profile.

  • 學校屬性 -上載 CSV 檔案之後,會自動選取 School.csv 中包含的屬性。School properties - After uploading your CSV files, the attributes contained within your School.csv will be auto- selected. 在此驗證選取的屬性與 School.csv 中所含的屬性相同You should validate the attributes selected here are the same attributes contained in your School.csv

  • 區段屬性 -在上傳 CSV 檔案之後,將會自動選取 Student.csv 中包含的屬性。Section Properties - After uploading your CSV files, the attributes contained within your Student.csv will be auto-selected. 在此驗證選取的屬性與 School.csv 中所含的屬性相同You should validate the attributes selected here are the same attributes contained in your School.csv

  • 小組建立選項 –勾選此方塊可確保 SDS 為每個同步處理的類別建立 M365 群組和類別團隊。Team Creation Option – Checking this box will ensure SDS creates both the M365 Group and Class Team for each class synced. 如果您保持方塊未勾選,SDS 將只會建立 M365 群組。If you leave the box unchecked, SDS will only create the M365 Groups.

  • 取代不支援的特殊字元-檢查此方塊可讓 SDS 在同步處理期間自動取代不支援的特殊字元。Replace unsupported special characters- Checking this box will allow SDS to automatically replace unsupported special characters while the sync is running. 特殊字元會取代為 "",而且在該物件的同步處理過程中不再導致錯誤。Special characters will be replaced with an "", and no longer result in an error during the sync process for that object.

  • 區段群組顯示名稱的同步處理選項 :複選此方塊可讓教師在第一次同步後控制區段的顯示名稱,並避免 SDS 覆寫區段 DisplayName 由教師所做的變更。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.

  • 延遲學生存取 -啟用此選項可讓您設定未來的學生查看其類別的日期。Delay Student Access - Enabling this option will allow you to set a future date for students to view their classes. 停用此選項可讓學生立即查看其類別。Disable this option to allow students view their classes immediately.

  • 何時停止同步處理?When should we stop syncing? -您通常會想要在今年年底時執行此作業。- You will typically want to do this at the end of the school year. 當我們停止同步處理此設定檔之後,就可以選擇淘汰與此設定檔關聯的類別。Once we stop syncing this profile, you will have the option to retire the classes associated with this profile.

  1. 在 [ 教師選項 ] 頁面上,選取適當的身分識別比對選項,並確認已選取您要同步處理的教師屬性,然後按 [下一步]。On the Teachers options page, select the appropriate identity matching options, confirm the teacher properties you want to sync are selected, then click Next. SDS 將會檢查您在正確格式中選取屬性和選項。SDS will check to ensure your selecting attribute and options within the correct format. 如果比對 UserPrincipalName 例如,您必須選取一個 UserPrincipalName (prefix@domain.com) 格式的來原始目錄屬性,或者您必須選擇要將網域新增至來原始目錄屬性,以確定適當的格式設定。If matching to 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 the appropriate formatting. 如果您的選取範圍不符合適當的格式,則會看到頁面上顯示紅色的錯誤。If your selections are not in the appropriate format to complete a match, you’ll see a red error displayed on the page. how-to-deploy-SDS-using-CSV-files-3.PNGhow-to-deploy-SDS-using-CSV-files-3.PNG
  • **Primary Key (來原始目錄) ** -這是您聰明格式 csv 中的教師屬性,用於 SDS 身分識別。Primary Key (Source Directory) - This is the Teacher attribute in your Clever format CSVs used for SDS Identity Matching. 請觀看身分識別比對影片,以取得如何選擇適當來原始目錄屬性及正確設定教師身分識別設定的詳細資訊。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 teachers.
  • **Primary Key (Target Directory) ** -這是 Azure AD 中用於 SDS 身分識別比對的使用者屬性。Primary Key (Target Directory) - This is the User attribute in Azure AD used for SDS Identity Matching. 請觀看身分識別比對影片,以取得如何選擇適當目標目錄屬性的其他資訊,以及正確地設定教師的身分識別對應設定。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) ** -這是一個選用的網域值,您可以將此值新增至所選的來原始目錄屬性,以完成教師身分識別的相符。Domain (optional) - This is an optional domain value that you can add to the selected Source Directory attribute to complete your Teacher Identity Matching. 如果您需要符合 UserPrincipalName 或 Mail 屬性,則必須在字串中包含一個網域。If you need to match to a UserPrincipalName or Mail attribute, you must have a domain included in the string. 您的來源屬性必須包括來原始目錄中的網域,否則您可以使用此下拉式功能表,將適當的網域新增至來源屬性。Your source attribute must either include the domain within the source directory or you can append the appropriate domain to the source attribute using this dropdown menu.
  1. 在 [ 學生選項 ] 頁面上,選取適當的身分識別比對選項,並確認已選取 [學生屬性],然後按 [下一步]On the Student options page, select the appropriate identity matching options, confirm the student properties are selected, and then click Next. SDS 將會檢查您在正確格式中選取屬性和選項。SDS will check to ensure your selecting attribute and options within the correct format. 如果比對 UserPrincipalName 例如,您必須選取一個 UserPrincipalName (prefix@domain.com) 格式的來原始目錄屬性,或者您必須選擇要將網域新增至來原始目錄屬性,以確定適當的格式設定。If matching to 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 the appropriate formatting. 如果您的選取範圍不符合適當的格式,則會看到頁面上顯示紅色的錯誤。If your selections are not in the appropriate format to complete a match, you’ll see a red error displayed on the page. how-to-deploy-SDS-using-CSV-files-4.PNGhow-to-deploy-SDS-using-CSV-files-4.PNG
  • **Primary Key (來原始目錄) ** -這是您聰明格式 csv 中的 Student 屬性,用於 SDS 身分識別。Primary Key (Source Directory) - This is the Student attribute in your Clever format CSVs used for SDS Identity Matching. 請觀看身分識別比對影片,以取得如何選擇適當來原始目錄屬性,以及正確設定教師的身分識別設定的詳細資訊。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.
  • **Primary Key (Target Directory) ** -這是 Azure AD 中用於 SDS 身分識別比對的使用者屬性。Primary Key (Target Directory) - This is the User attribute in Azure AD used for SDS Identity Matching. 請觀看身分識別比對影片,以取得如何選擇適當目標目錄屬性及正確設定學生的身分識別設定的詳細資訊。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) ** -這是一個選用的網域值,您可以將它新增至選取的來原始目錄屬性,以完成您的學生身分身分識別。Domain (optional) - This is an optional domain value that you can add to the selected Source Directory attribute to complete your Student Identity Matching. 如果您需要符合 UserPrincipalName 或 Mail 屬性,則必須在字串中包含一個網域。If you need to match to a UserPrincipalName or Mail attribute, you must have a domain included in the string. 您的來源屬性必須包含網域,否則您可以使用此下拉式功能表將適當的網域附加至來源屬性。Your source attribute must either include the domain already or you can append the appropriate domain to the source attribute using this dropdown menu.
  1. 在 [ 複查] 頁面上,確定您已進行適當的選取。On the Review page, ensure you've made the appropriate selections. 若不需要進行其他變更,請按一下 [ 建立設定檔]。If no additional changes are needed, click Create Profile. how-to-deploy-SDS-using-CSV-files-5.PNG 建立同步處理設定檔之後,SDS 將會開始進行前同步處理驗證程式。how-to-deploy-SDS-using-CSV-files-5.PNG Once you create a sync profile, SDS will begin a pre-sync validation process. 在此程式中,SDS 將會確保您的 CSV 檔案沒有明顯的錯誤。During this process, SDS will ensure there are no obvious errors with your CSV files. 如果在進行前同步處理驗證期間找到任何錯誤,您可以選擇先修正這些錯誤,並重新上傳檔案,再按一下 [繼續同步處理] 按鈕,然後開始進行即時同步處理常式。If any errors are found during the pre-sync validation process, you will have the option to fix them and re-upload files before clicking the resume sync button and begin the real synchronization process. 如果您收到錯誤,並選擇不進行更新,您仍然可以選擇繼續同步處理,而不修正錯誤。If you receive errors and choose not to update them, you can still choose to resume sync without fixing the errors. 請注意,SDS 只能承受超過15000的錯誤,設定檔將會進入隔離狀態。Just be aware that SDS can only sustain up to 15,000 errors before the profile will enter a quarantine status.

為了協助在設定同步處理設定檔之後自動執行同步處理常式,您可以安裝 Microsoft School Data Sync 工具組。To help automate the sync process after setting up your sync profile, you can install the Microsoft School Data Sync Toolkit. 此工具可協助您在 CSV 檔案與 Office 365 之間建立自動同步處理排程,也可以用來驗證 CSV 檔案資料。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. 如需詳細資訊,請參閱安裝 Microsoft School Data Sync 工具組。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處理Video: How to match source and target attributes for sync

如需同步處理的相符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:


School Data Sync 的概觀Overview of School Data Sync

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

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

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

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

SDS 錯誤SDS Errors

SDS 疑難排解SDS Troubleshooting

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