如何使用 OneRoster 1.0 CSV 檔案部署學校資料同步處理How to deploy School Data Sync by using OneRoster 1.0 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 OneRoster 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 OneRoster 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。此外,若要完成該程序,您必須安裝 Microsoft School Data Sync 工具組。這項工具能協助您轉換 CSV,匯出、新增及更新在 SIS 和 Office 365 之間同步處理的使用者,也能用來驗證 CSV 檔案資料。如需詳細資料,請參閱 安裝 School Data Sync 工具組Before you start synchronizing with SDS using the CSV Import method, read the Overview of School Data Sync. Also, to complete this process, you must install the Microsoft School Data Sync Toolkit. This tool helps you to convert your CSV export, add, and update your users that are synced between SIS and Office 365, and can also be used to verify the CSV file data. For details, see Install the School Data Sync Toolkit

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 Admin 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.

將 OneRoster 1.0 CSV 檔案轉換成 SDS 格式Convert your OneRoster 1.0 CSV files to the SDS Format

您必須先將 OneRoster 格式的 CSV 檔案轉換成 SDS 格式,之後才能建立 SDS 同步處理設定檔及匯入 CSV 檔案。請遵循以下步驟完成該轉換程序:Before you can create an SDS sync profile and import your CSV files, you must first convert your OneRoster format CSV files into the SDS format. Follow the steps below to complete this conversion process.

  1. 將您的 OneRoster 1.0 CSV 檔案儲存在 C:\temp 目錄。Save your OneRoster 1.0 CSV files in your C:\temp directory.
  2. 安裝 School Data Sync 工具組。Install the School Data Sync toolkit.
  3. 建立名為 c:\temp\csvs 的子資料夾。Create a subfolder called c:\temp\csvs.
  4. 建立名為 c:\temp\sdslogs 的子資料夾。Create a subfolder called c:\temp\sdslogs.
  5. 使用以下語法執行 Convert-OneRosterToMicrosoftSDS命令:Run the Convert-OneRosterToMicrosoftSDS command, using the syntax below: Convert-OneRosterToMicrosoftSDS -onerosterfolderpath "c:\\temp" -sdsfolderpath "c:\\temp\\csvs" -logpath "c:\\temp\\logs"
  6. 前往 c:\temp\csvs 目錄及確認新轉換的 SDS 檔案是否存在。Go to your c:\temp\csvs directory and verify the new SDS converted files are present.

建立同步處理設定檔與匯入轉換的 CSV 檔案Create a Sync Profile and Import your converted CSV files

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

請遵循下列步驟來匯入轉換的檔案並建立您的同步處理設定檔。Follow the steps below to import your converted files and create your sync profile. 同步處理設定檔是邏輯的選項和設定 SDS 用以同步處理您要上傳 CSV 資料。A sync profile is a logical group of options and settings used by SDS to synchronize 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. 若要存取學校資料同步處理系統入口網站啟動網頁瀏覽器中,瀏覽至 [sds.microsoft.com、 按一下 [登入和再輸入 O365 全域管理員帳戶認證。To access the School Data Sync Admin Portal launch a web browser, navigate to sds.microsoft.com, click Sign-In, and then enter your O365 Global Admin account credentials.

建立同步處理設定檔及上傳 OneRoster 1.0 CSV 檔案Create a Sync Profile and Upload your OneRoster 1.0 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.
    how-to-deploy-SDS-using-CSV-files.PNGhow-to-deploy-SDS-using-CSV-files.PNG


  1. 在 [選擇連線類型] 頁面上填妥適當的表單。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-using-CSV-files-1.PNGhow-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。Choose your sync method - Choose between the 2 available sync methods shown, CSV or API. 如果您正在次使用 OneRoster CSVs 轉換成 SDS 格式、 選取 CSV,然後選取 [SDS 格式的選項。If you're syncing using OneRoster CSVs converted to the SDS format, select CSV and then select the option for the SDS Format.
  2. 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 [上傳您轉換的 OneRoster CSV 檔案上傳檔案。Then click upload files to upload your converted OneRoster CSV files. 上傳,一旦完成您在適當] 頁面上的選項。Once uploaded, complete your selections on the page as appropriate.
    how-to-deploy-SDS-using-CSV-files-2.PNGhow-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每個學生與老師 O365 租用的使用者帳戶包含您轉換 OneRoster CSV 檔案。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 converted OneRoster CSV files.
    • 新的使用者選取這個選項如果您想建立使用者 SDS accounts 學生與老師轉換的 OneRoster CSV 檔案中包含的每個。New Users - Select this option if you want SDS to create user accounts for each of your students and teachers contained within your converted OneRoster CSV files.
    • 上傳檔案] 按鈕-按一下此按鈕可上傳您轉換的 OneRoster CSV 檔案。Upload Files button - Click this button to upload your converted OneRoster 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""並不會再發生錯誤的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.
    • 學校屬性-上傳您轉換後的 OneRoster CSV 檔案後您 School.csv 中包含的屬性會自動-選取。School properties - After uploading your converted OneRoster CSV files, the attributes contained within your School.csv will be auto- selected. 您應該驗證已選取屬性以下是您 School.csv 中所包含的相同屬性You should validate the attributes selected here are the same attributes contained in your School.csv
    • 區段屬性-上傳您轉換後的 OneRoster CSV 檔案後您 Student.csv 中包含的屬性會自動選取。Section Properties - After uploading your converted OneRoster CSV files, the attributes contained within your Student.csv will be auto-selected. 您應該驗證已選取屬性以下是您 School.csv 中所包含的相同屬性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.
    • 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. 請確定您的租用戶中擁有足夠可用的授權。Ensure you have enough licenses available within your tenant. 您會收到錯誤在同步處理設定檔沒有足夠的每個學生與老師同步處理設定檔內的授權。You will receive errors on your sync profile if you don’t have enough licenses for each student and teacher within the sync profile.
  3. 在 [教師選項]**** 頁面中,選取適當的身分識別比對選項、確認教師屬性已選取,然後按 [下一步]*On the *Teacher options page, select the appropriate identity matching options, confirm the teacher properties 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.PNG 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.
  4. 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 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.
  5. 在 [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. 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。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而 CSV 檔案。During this process, SDS will ensure there are no obvious errors without 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.
    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. 此工具可協助您建立 OneRoster 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。This tool helps you to create an automated sync schedule between OneRoster 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 學校資料同步處理工具組。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 OneRoster CSV 檔案OneRoster CSV files for School Data Sync

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

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

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