如何使用 OneRoster 1.0 CSV 檔案部署 School Data SyncHow to deploy School Data Sync by using OneRoster 1.0 CSV files

您可以使用以逗號分隔的值 (使用「School Data Sync (SDS) 的 CSV) 檔案,將您的學生資訊系統 (SIS) 資料匯入並同步處理至 Office 365。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 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,您可以從 SIS 資料中匯出或建立 學校資料同步處理的 ONEROSTER CSV 檔案,設定同步處理設定檔,並將 csv 上傳至 SDS 進行處理。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

使用 CSV Import 方法開始與 SDS 進行同步處理之前,請閱讀 School Data Sync 的概述。此外,若要完成此程式,您必須安裝 Microsoft 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. 此工具可協助您轉換 CSV 匯出、新增及更新在 SIS 和 Office 365 之間同步處理的使用者,也可以用來驗證 CSV 檔案資料。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. 如需詳細資訊,請參閱 [安裝 School Data Sync 工具組] (install-the-school-data-sync-toolkit.md) For details, see [Install the School Data Sync Toolkit] (install-the-school-data-sync-toolkit.md)

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 Admin 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.

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 檔轉換成 SDS 格式,才能建立 SDS 同步處理設定檔及匯入 CSV 檔案。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. 請遵循下列步驟完成此轉換程式。Follow the steps below to complete this conversion process.

  1. 將 OneRoster 1.0 CSV 檔案儲存在 C:\temp 目錄中。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. 使用下列語法執行 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"
  1. 移至您的 c:\temp\csvs 目錄,並確認新的 SDS 轉換的檔案是否存在。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及匯入轉換後的 CSV 檔案Create a Sync Profile and Import your converted CSV files

請遵循下列步驟來匯入已轉換的檔案,並建立同步處理設定檔。Follow the steps below to import your converted files and create your sync profile. 同步處理設定檔是 SDS 用來同步處理您計畫上傳之 CSV 資料之選項及設定的邏輯群組。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

  1. 若要存取 School Data Sync Admin 入口網站,請啟動網頁瀏覽器,流覽至 [sds.microsoft.com],按一下 [Sign-In],然後輸入 O365 全域管理員帳號憑證。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,並上傳 OneRoster 1.0 CSV 檔案Create a Sync Profile and Upload your OneRoster 1.0 CSV files

  1. 登入之後,按一下左功能窗格中的 [ 新增設定檔 ] 以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.

新增設定檔

  1. 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.

    選擇連線類型

注意

OneRoster CSV 沒有任何選項。There is no option for OneRoster CSV. 如果您使用 OneRoster 檔案格式,請選擇 [CSV 檔案: SDS 格式]。If you are using the OneRoster file format, choose CSV files: SDS 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] 以上傳六個 SDS CSV 檔案。Then click Upload Files to upload your six SDS 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 and click Next.

同步處理選項

  • 現有使用者 -如果您已在 O365 租使用者中為 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 CSV files.

  • 新使用者 -如果您想要 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 CSV files.

  • 上傳檔案按鈕 -按一下此按鈕可上傳 6 CSV 檔案。Upload Files button - Click this button to upload your 6 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.

  • 類別群組顯示名稱的同步處理選項 :檢查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 class group display name - Checking this box will allow teachers to control the section display name after the first sync, and prevents SDS from overwriting Section DisplayName changes made by teachers.

  • Sync To Insights -檢查此方塊會將 SDS 同步處理設定檔資料與 Microsoft 365 應用程式中的使用者活動資料組合在一起,在小組的真知灼見應用程式中提供有價值分析資訊的教師和領導者。Sync to Insights - Checking this box will combine SDS Sync Profiles data with User Activity data from Microsoft 365 applications, providing educators and leaders with valuable analytics information in the Team's Insights app. 如果您看不到 [同步處理 Insights] 選項,請移至 SDS 系統管理主控台中的 [設定] 頁面,並啟用「Insights」和「同步處理至見解」。If you do not see the Sync to Insights option, go to the Settings page in the SDS Admin Console and enable "Insights" and "Sync to Insights."

  • 延遲學生存取 -啟用此選項可讓您設定 SDS 的日期,以同步處理成員資格及啟用的學生以查看其類別。Delay Student Access - Enabling this option will allow you to set a date for SDS to synchronize memberships and enabled students to view their classes. 停用此選項立即同步處理學生。Disable this option to sync students immediately.

  • 何時停止同步處理?When should we stop syncing? -您通常會在學年或字詞結束時執行此作業。- You will typically want to do this at the end of the school year or term. 一旦 SDS 停止同步處理設定檔,您就可以選擇適當地清除與此設定檔相關聯的類別。Once SDS stop syncing the profile, you will have the option to clean up the classes associated with this profile, as appropriate.

  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 [教師] 屬性,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 將會檢查您是否要選取正確格式中的屬性和選項。SDS will check to ensure you're selecting attributes and options within the correct format. 例如,如果比對 UserPrincipalName,您必須選取一個 UserPrincipalName (prefix@domain.com 之格式的來原始目錄屬性) 或您必須選擇將網域新增至來原始目錄屬性,以確保正確格式化。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. 如果您的選取範圍不是完成相符的適當格式,您會看到頁面上顯示紅色的錯誤。If your selections are not in the proper format to complete a match, you'll see a red error displayed on the page.

教師選項

  • **Primary Key (來原始目錄) ** -這是 CSV 檔案中用於 SDS 身分識別比對的教師屬性。Primary Key (Source Directory) - This is the Teacher attribute in the CSV file 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 [ 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 將會檢查您是否要選取正確格式中的屬性和選項。SDS will check to ensure you're selecting attributes and options within the correct format. 例如,如果比對 UserPrincipalName,您必須以 UserPrincipalName (的格式來 selecta 來原始目錄屬性) 或您必須選擇將網域新增至來原始目錄屬性,以確保正確格式化。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. 如果您的選取範圍不是完成相符的適當格式,您會看到頁面上顯示紅色的錯誤。If your selections are not in the proper format to complete a match, you'll see a red error displayed on the page.

學生選項

  • **Primary Key (來原始目錄) ** -這是 CSV 檔案中用於 SDS 身分識別比對的 Student 屬性。Primary Key (Source Directory) - This is the Student attribute in the CSV file 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. 一旦您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。Once you create a sync profile, SDS will begin a pre-sync validation process. 如果在此程式期間找到任何錯誤,您可以選擇修復並重新上傳檔案,再按一下 [繼續同步處理] 按鈕,然後啟動即時同步處理常式。If any errors are found during this process, you will have the option to fix them and re-upload files before clicking the resume sync button and starting 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,而不會解決錯誤。If you receive errors and choose not to update them, you can still choose to resume sync without addressing the errors.

回顧頁面

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 OneRoster CSV 檔與 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 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

OneRoster School Data Sync 的 CSV 檔案OneRoster CSV files for School Data Sync

如何使用 CSV V1 格式的 CSV 檔案部署 School Data SyncHow to deploy School Data Sync using CSV files in the CSV V1 format

如何使用 CSV V2 格式的 CSV 檔案部署 School Data SyncHow to deploy School Data Sync using CSV files in the CSV V2 format

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

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

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

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

SDS 錯誤SDS Errors

SDS 疑難排解SDS Troubleshooting