如何使用聰明格式的 CSV 檔案部署學校資料同步處理How to deploy School Data Sync by using CSV files in the Clever format

您可以使用逗點分隔值 (CSV) 檔案中 Clever 格式與學校資料同步處理 (SDS) 匯入並同步處理至 Office 365 Student 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. 學生、 老師、 學校、] 區段中及將資訊從您 SIS 名冊至 Azure Active Directory 與 Office 365 的 SDS 可以同步處理。SDS can sync students, teachers, schools, sections, and roster information from your SIS to Azure Active Directory and Office 365. 使用這種方法,您會匯出或中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.

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

請確定您已匯出或建立您的聰明格式的 CSV 檔案Make sure you've exported or created your Clever format CSV files. 然後遵循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的選項和設定 SDS 用以同步處理您要上傳 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 Office 365 租用戶內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

  1. 若要存取 School Data Sync 管理入口網站,請啟動私人 Web 瀏覽器並瀏覽至 sds.microsoft.com,然後使用 Office 365 教育版租用戶的全域管理員帳戶登入。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,並且同步處理 Clever 格式 CSV 檔案Create a Sync Profile and Sync your Clever format CSV files

  1. 登入,按一下 [+新增設定檔來建立 SDS 同步處理設定檔,並開始之後次 Clever 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] 頁面完成適當的表單。On the Choose Connection Type page, complete the form as appropriate. 一旦完成,請按一下 [啟動]。Once complete, click Start.
    how-to-deploy-SDS-by-using-Clever-format-CSV-files-1.PNGhow-to-deploy-SDS-by-using-Clever-format-CSV-files-1.PNG

    • 此設定檔的名稱-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.
    • 選擇您的同步處理方法 - 在可用的選項之間選擇,[上傳 CSV 檔案]**** 和 [透過 API 連線]**** 方法。如果您要使用 Clever 格式的 CSV 檔案進行同步處理,請選取 CSV 檔案的選項。Choose your sync method - Choose between the available options, Upload CSV files and Connection via an API methods. If you're syncing using CSV files in the Clever format, select the option for CSV files.
    • 選擇 CSV 的類型 - 在可用的 CSV 檔案格式之間選擇。如果您要使用 Clever 格式的 CSV 檔案進行同步處理,請選取 CSV 檔案:Clever 格式Choose the type of CSV - Choose between the available CSV file formats. If you're syncing using CSV files in the Clever format, select CSV files: Clever format.
  3. 在 [同步處理選項] 頁面上選取 [建立新的使用者或同步處理現有使用者的適當選項。On the Sync Options page, select the appropriate option to create new users or sync existing users. 再按一下 [上傳您聰明格式的 CSV 檔案上傳檔案。Then click upload files to upload your Clever format CSV files. 上傳,一旦完成您在適當地] 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

    • 現有的使用者-選取這個選項如果您已建立於 O365 租用學生與老師聰明執行個體中包含的每個使用者帳戶。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.
    • 新的使用者選取這個選項如果您想 SDS 建立使用者帳戶的學生與老師包含在您聰明格式 CSVs 內每個。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聰明格式的 CSV 檔案。Upload Files button - Click this button to upload your Clever format CSV files. 在 [上傳時 SDS 會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. 如果通過驗證,將您的檔案上傳入同步處理設定檔中。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。Replace unsupported Special Characters – Checking this box will allow SDS to automatically replace unsupported special characters while the sync is running. 特殊字元將會取代""並不會導致該物件的同步處理程序期間的錯誤。Special characters will be replaced with an “”, and not result in an error during the sync process for that object.
    • 學校屬性-上傳您 Clever 後格式化 CSVs 中,選取您想要同步處理至 O365 的屬性。School properties - After uploading your Clever format CSVs, select the attributes you want to sync into O365. 您應該驗證已選取屬性以下完整填入您 CSVs,若要避免同步處理錯誤內。You should validate the attributes selected here are fully populated within your CSVs, to avoid sync errors.
    • 區段屬性-上傳您 Clever 後格式化 CSVs 中,選取您想要同步處理至 O365 的屬性。Section Properties - After uploading your Clever format CSVs, select the attributes you want to sync into O365. 您應該驗證已選取屬性以下完整填入您 CSVs,若要避免同步處理錯誤內。You should validate the attributes selected here are fully populated within your CSVs, to avoid sync errors.
    • 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.
    • 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。Intune for Education - Checking this box will license all student and teachers for Intune for Education.
  4. 老師選項] 頁面上,選取適當的 identity 比對選項,確認您想要同步處理老師屬性已選取 [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 會檢查並確定您選取的屬性和內正確的格式選項。SDS will check to ensure your selecting attribute and options within the correct format. 如果比對以 UserPrincipalName 例如,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. 如果您選擇不是適當格式完成相符,您會看到一個頁面上顯示的紅色錯誤。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) -這是您聰明格式 CSVs 用於 SDS Identity 比對的老師屬性。Primary Key (Source Directory) - This is the Teacher attribute in your Clever format CSVs used for SDS Identity Matching. 觀賞 Identity 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 identity 符合老師的設定。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 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。來源屬性必須包含來源目錄內的網域。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 within the source directory or you can append the appropriate domain to the source attribute using this dropdown menu.
  5. 在 [學生選項]**** 頁面中,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 會檢查並確定您選取的屬性和內正確的格式選項。SDS will check to ensure your selecting attribute and options within the correct format. 如果比對以 UserPrincipalName 例如,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. 如果您選擇不是適當格式完成相符,您會看到一個頁面上顯示的紅色錯誤。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) -這是您聰明格式 CSVs 用於 SDS Identity 比對的 Student 屬性。Primary Key (Source Directory) - This is the Student attribute in your Clever format CSVs used for SDS Identity Matching. 觀賞 Identity 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 identity 符合教師的設定。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 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. 檢閱] 頁面上,請確認您是否已進行適當的選項。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 SDS 一旦您建立的同步處理設定檔時,會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. 在此程序,SDS 會確保沒有任何明顯錯誤 CSV 檔案。During this process, SDS will ensure there are no obvious errors with your CSV files. 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。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將其更新,您仍可以選擇繼續同步處理且不會修正錯誤。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。Just be aware that SDS can only sustain up to 15,000 errors before the profile will enter a quarantine status.

為了協助您將設定同步處理設定檔之後的同步處理程序自動化,您可以安裝 Microsoft School Data Sync 工具組。這項工具能協助您建立 CSV 檔案和 Office 365 之間的自動化同步處理排程,也能用來驗證 CSV 檔案資料。如需詳細資料,請參閱「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. 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:

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 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

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