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

您可以使用逗點分隔值 (CSV) 檔案在 Clever 格式與學校資料同步 (SDS) 匯入並同步處理至 Office 365 學生資訊系統 (SIS) 資料。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 可以同步處理的學生、 教師、 學校、] 區段中和名冊資訊從 SIS 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,您會匯出或在Clever 格式包含 SIS 資料建立 CSV 檔案、 設定同步處理設定檔,並將 CSV 檔案上傳到 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.

本主題內容:In this topic:

開始之前Before you get started

開始使用 Clever Sync 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 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:

  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

    您透過 School Data Sync 提供的資料可能是存取他們的應用程式,透過協力廠商應用程式提供者,所以您應該同步處理您想要提供給這些協力廠商的資料。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

請確定您已匯出或建立您的[Clever 格式 CSV 檔案](clever-format-csv-files-for-SDS.md)。Make sure you've exported or created your [Clever format CSV files](clever-format-csv-files-for-SDS.md). 然後按照下列步驟來匯入檔案,並建立您的同步處理設定檔。Then follow these steps to import the files and create your sync profile. 同步處理設定檔是只是一組選項和設定使用 SDS 同步處理您要上傳 CSV 資料。A sync profile is just a group of options and settings used by SDS to sync the CSV data which you plan to upload. 您可以建立單一的 Office 365 租用戶中的多個同步處理設定檔。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

若要存取 School Data Sync 管理入口啟動私人 web 瀏覽器中,瀏覽至sds.microsoft.com ,然後登入使用您的 Office 365 教育版租用戶的全域系統管理員認證。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 Clever 格式 CSV 檔案Create a Sync Profile and Sync your Clever format CSV files

  1. 登入,按一下 [+新增設定檔以建立 SDS 同步處理設定檔,並開始後進行同步處理 Clever 中的資料。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,完成適當的表單。On the Choose Connection Type page, complete the form as appropriate. 完成之後,按一下 [啟動]。Once complete, click Start.

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

  • 名稱這個設定檔-輸入您的同步處理設定檔的名稱。Name this profile - Enter a name for your sync profile. 此名稱將會用來識別 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.
  • 選擇您同步處理方法的可用的選項、上傳 CSV 檔案透過 API 的連線方法之間的選擇。Choose your sync method - Choose between the available options, Upload CSV files and Connection via an API methods. 如果您正在同步處理使用 Clever 格式 CSV 檔案,選取 CSV 檔案中的選項。If you're syncing using CSV files in the Clever format, select the option for CSV files.
  • 選擇的 CSV 類型-選擇之間可用的 CSV 檔案格式。Choose the type of CSV - Choose between the available CSV file formats. 如果您正在同步處理使用 Clever 格式 CSV 檔案,選取 [的 CSV 檔案: Clever 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,選取適當的選項來建立新的使用者或同步處理現有的使用者。On the Sync Options page, select the appropriate option to create new users or sync existing users. 然後按一下 [上傳將檔案上傳您的 Clever 格式 CSV 檔案。Then click upload files to upload your Clever format CSV files. 上傳,完成適當地頁面上的選項,然後按一下 [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

  • 現有的使用者-選取此選項,如果您已建立的每位學生和教師 Clever 執行個體中包含在 O365 租用戶中的使用者帳戶。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.

  • 每位學生和教師內您 Clever 格式 csv 所包含的新使用者-選取此選項,如果您想要讓 SDS 建立的使用者帳戶。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您的 Clever 格式 CSV 檔案。Upload Files button - Click this button to upload your Clever format CSV files. 在 [上傳時 SDS 便會執行一些簡短的驗證測試,以確保檔案的格式是否正確。Upon upload SDS will perform some brief validation tests to ensure the files are formatted correctly. 如果通過驗證,您的檔案將上傳到同步處理設定檔。If the validation passes, your files will be uploaded into the sync profile.

  • 學校屬性-後上傳 CSV 檔案,您 School.csv 內包含的屬性將會自動-選取。School properties - After uploading your CSV files, the attributes contained within your School.csv will be auto- selected. 您應該驗證選取屬性以下是包含在您 School.csv 的同一屬性You should validate the attributes selected here are the same attributes contained in your School.csv

  • 區段屬性-後上傳 CSV 檔案,您 Student.csv 內包含的屬性將會自動選取。Section Properties - After uploading your CSV files, the attributes contained within your Student.csv will be auto-selected. 您應該驗證選取屬性以下是包含在您 School.csv 的同一屬性You should validate the attributes selected here are the same attributes contained in your School.csv

  • 取代不受支援的特殊字元-檢查此方塊可讓 SDS 為執行同步處理時,會自動取代不受支援的特殊字元。Replace unsupported special characters- Checking this box will allow SDS to automatically replace unsupported special characters while the sync is running. 特殊字元會以取代 「 _ 」,且不再錯誤結果在該物件的同步處理程序期間。Special characters will be replaced with an "_", and no longer result in an error during the sync process for that object.

  • 同步處理選項] 區段中的群組顯示名稱-檢查此方塊可讓教師控制] 區段中第一次同步之後, 顯示名稱,並防止 SDS 覆寫] 區段中 DisplayName 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若要檢視其類別的學生的未來的日期。Delay Student Access - Enabling this option will allow you to set a future date for students to view their classes. 停用此選項可允許學生立即檢視它們的類別。Disable this option to allow students view their classes immediately.

  • 何時我們應該停止同步處理?When should we stop syncing? -您通常會想要這麼做學校一年中的結尾。- You will typically want to do this at the end of the school year. 一旦我們停止同步處理此設定檔,您將已淘汰此設定檔相關聯的類別選項。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、 確認您想要同步處理的教師屬性已選取,然後按一下 [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 會檢查以確保您選取的屬性和內正確格式的選項。SDS will check to ensure your selecting attribute and options within the correct format. 如果比對與 userprincipalname 相對應,例如,您必須選取來源目錄屬性中的 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網域格式設定。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. 如果您選取項目不是適當的格式,才能完成相符項目,您會看到頁面上顯示一個紅色錯誤。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
  • 主索引鍵 (來源目錄) -這是 Clever 格式 csv 所用的 SDS 身分識別比對中的教師屬性。Primary Key (Source Directory) - This is the Teacher attribute in your Clever format CSVs used for SDS Identity Matching. 觀賞身分識別比對影片如需有關如何選取適當的來源目錄屬性,並適當地設定身分識別比對適用於教師的設定。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.
  • 主索引鍵 (目標目錄) -這是用於 SDS 身分識別比對 Azure AD 中的使用者屬性。Primary Key (Target Directory) - This is the User attribute in Azure AD used for SDS Identity Matching. 觀賞身分識別比對影片如需有關如何選取適當的目標目錄屬性,並適當地設定身分識別比對的教師設定。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) -這是選用的網域值,您可以新增至選取的來源目錄屬性,以完成您教師身分識別比對。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 還是郵件屬性,您必須包含在字串中的網域。If you need to match to a UserPrincipalName or Mail attribute, you must have a domain included in the string. 您的來源屬性也必須包含來源目錄內的網域,或您可以將適當的網域附加至使用此下拉式清單功能表的來源屬性。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、 確認學生屬性已選取,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 會檢查以確保您選取的屬性和內正確格式的選項。SDS will check to ensure your selecting attribute and options within the correct format. 如果比對與 userprincipalname 相對應,例如,您必須選取來源目錄屬性中的 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網域格式設定。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. 如果您選取項目不是適當的格式,才能完成相符項目,您會看到頁面上顯示一個紅色錯誤。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
  • 主索引鍵 (來源目錄) -這是您 Clever 格式 csv 所用的 SDS 身分識別比對的學生屬性。Primary Key (Source Directory) - This is the Student attribute in your Clever format CSVs used for SDS Identity Matching. 觀賞身分識別比對影片如需有關如何選取適當的來源目錄屬性,並適當地設定身分識別比對的教師設定。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) -這是用於 SDS 身分識別比對 Azure AD 中的使用者屬性。Primary Key (Target Directory) - This is the User attribute in Azure AD used for SDS Identity Matching. 觀賞身分識別比對影片如需有關如何選取適當的目標目錄屬性,並適當地設定身分識別比對的學生的設定。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 student.
  • 網域 (選用) -這是選用的網域值,您可以新增至選取的來源目錄屬性,以完成您學生身分識別比對。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 還是郵件屬性,您必須包含在字串中的網域。If you need to match to a UserPrincipalName or Mail attribute, you must have a domain included in the string. 您的來源屬性必須已經包含網域,或您可以將適當的網域附加至使用此下拉式清單功能表的來源屬性。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. 檢閱] 頁面上,確定您已進行適當的選項。On the Review page, ensure you've made the appropriate selections. 如果不需要任何其他變更,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一旦您建立同步處理設定檔,SDS 將開始前的同步處理驗證程序。how-to-deploy-SDS-using-CSV-files-5.PNG Once you create a sync profile, SDS will begin a pre-sync validation process. 在這個過程中,SDS 可確保您的 CSV 檔案沒有明顯錯誤。During this process, SDS will ensure there are no obvious errors with your CSV files. 如果有發現任何錯誤,預先同步驗證程序期間,您必須修正它們,並重新上傳檔案,再按一下 [繼續同步處理] 按鈕,並開始實際的同步處理程序的選項。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,並選擇不加以更新,您仍然可以選擇繼續同步處理未修正錯誤。If you receive errors and choose not to update them, you can still choose to resume sync without fixing the errors. 只要注意 SDS 可以只維持最多 15000 錯誤之前的設定檔會進入隔離狀態。Just be aware that SDS can only sustain up to 15,000 errors before the profile will enter a quarantine status.

若要協助將同步處理程序自動化設定同步處理設定檔之後,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. 此工具可協助您建立 CSV 檔案與 Office 365 之間的自動同步處理排程,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 < Install 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Video: How to match source and target attributes for sync

如需的比對邏輯成功和失敗的同步處理的各種範例,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 檔案驗證程序SDS CSV File Validation Process