School Data Sync 的規劃檢查清單Planning Checklist For School Data Sync

規劃 SDS 部署不太複雜。Planning an SDS deployment is not overly complex. 有幾個重要的選項和設定項目,需要考量何時決定如何為您的環境設定 SDS。There are a few key options and configuration items that need to be considered when deciding how to configure SDS for your environment.

您的來源目錄是什麼?What is your source directory?

如果您有 PowerSchool 或 OneRoster 1.1 具備 SIS,您可能會同步處理透過 API。If you have PowerSchool or a OneRoster 1.1 capable SIS, you may sync via API. 所有其他來源會要求您上傳您的資料,透過下列其中一個各種不同的 CSV 格式 (SDS 格式、 Clever 格式或 OneRoster 1.0 格式)。All other sources will require you to upload your data through one of the various CSV formats (SDS format, Clever format, or OneRoster 1.0 format). 如需有關可用的來源目錄的詳細資訊,請參閱[SDS 概觀] 頁面](overview-of-school-data-sync.md)。For more information on the available source directories, see the SDS overview page.

具有您準備好網域同步處理的來源目錄 (建立 csv 所或安裝的 API config)?Have you prepped your Source directory for sync (create CSVs or setup for the API config)?

API 設定要求您完成內的 SIS,如同詳細的 API 為基礎的部署文章頁面上的特定步驟。API configurations require you to complete certain steps within the SIS, as detailed on the API based deployment article pages. 如需有關如何設定您的 SIS API 連線的詳細資訊,請參閱 < PowerSchool API 文件For more information on configuring your SIS for an API connection, see the PowerSchool API article. CSV 部署需要從您的 SIS 匯出資料。CSV deployment requires exporting data from your SIS. 您也可能需要調整您的 SIS 的已知問題之前進行同步處理,例如特殊字元,從匯出CSV 部署文章中所定義。You may also have to adjust the export from your SIS for known issues prior to syncing, such as special characters, as defined in the CSV Deployment Article. 啟用同步處理設定檔時,應該期間的初始上傳及/或預先同步驗證程序狀況剩餘的 CSV 檔案中的任何問題。Any issues remaining within the CSV files should be caught during the initial upload and/or pre-sync validation process when enabling your sync profile.

您要建立新的使用者或同步處理現有的使用者?Are you creating new users or syncing existing users?

如果您 Azure Active Directory 中已有使用者,而且您不需要建立初始的帳戶,您可以在 SDS 設定精靈中選擇 [同步處理現有使用者] 選項。If you already have users in Azure Active Directory, and you don’t need to create initial accounts, you may choose the Sync Existing Users option in the SDS setup wizard. 如果您有全新的 O365 租用戶,沒有任何使用者目前存在,且不想要同步處理從內部部署 AD 使用者帳戶,您可以在 SDS 設定精靈中選擇 [建立新的使用者] 選項。If you have a brand new O365 tenant without any users currently present, and you don’t plan to sync user accounts from on-premise AD, you may choose the Create New Users option in the SDS setup wizard. 如果您有現有的使用者的組合,需要建立新的使用者,可能需要多個同步處理設定檔來完成安裝。If you have a combination of existing users and the need to create new users, multiple sync profiles may be required to complete the setup.

如果建立新的使用者,請什麼授權會套用至那些使用者嗎?If creating new users, what licenses will be applied to those users?

如果您在 SDS 設定精靈中選取 [建立新的使用者] 選項,您需要指派授權給建立每個學生和教師帳戶。If you select the Create New Users option in the SDS setup wizard, you’ll need to assign a license to each student and teacher account created. 檢閱可用的授權指派位學生和教師的適當選項在租用戶中。Review the available licenses within your tenant to assign the appropriate option for students and teachers. 如果您需要指派不同的不同組的使用者授權,則可能需要多個設定檔。If you need to assign different licenses for different sets of users, multiple profiles may be required. 請記住,我們才建議您建立最多三個同步處理設定檔,以避免發生效能問題。Remember, we only recommend creating up to three sync profiles, to avoid performance issues. 如果您需要在您的使用者跨完成自訂授權應用程式的詳細資訊,請參閱授權 O365 使用者透過 PowerShell 文章If you need more information on completing a custom license application across your users, see the License O365 Users via PowerShell article.

如果同步處理現有的使用者,如何將您符合身分識別的學生和教師?If syncing existing users, how will you match identities for students and teachers?

身分識別比對是下列其中一個時部署 SDS 最常見的問題。Identity matching is one of the most common issues encountered while deploying SDS. 規劃您的身分識別比對的策略,以建立並啟用您的來源目錄同步處理。Planning your identity matching strategy is critical to creating and enabling sync with your source directory. 如需詳細了解如何設定身分識別,請參閱身分識別比對頁面For a detailed understanding of how to configure identity see the Identity Matching page

若要保留的建議的三個下方的設定檔數目,我們建議調整您的來源中的屬性及 (或) 目標目錄以容納身分識別比對 SDS 啟用期間所需的網域組態。To keep the number of profiles below the recommended three, we recommend adjusting attributes within your source and/or target directories to accommodate the identity matching domain configuration required during SDS enablement. 更新的來源和目標屬性一律可能不適用,但建議來比對所有學生和教師內 3 同步處理設定檔。Updating source and target attribute may not always be possible, but is recommended to match all student and teachers within 3 sync profiles.

如果同步處理現有的使用者,所有學生和教師帳戶已都建立的 O365 嗎?If syncing existing users, are all student and teacher accounts already created in O365?

如果是,您準備好要準備您的 CSV 檔案或 API 連接來源目錄,並開始同步處理。If yes, you’re ready to prep your CSV files or API connected source directory and begin syncing. 如果尚未已從內部部署 AD 同步處理或建立為僅限雲端的身分識別的所有使用者,您需要先完成這些步驟,或計劃要用於 SDS 建立在租用戶中的僅限雲端身分識別。If all users have not yet been synced from your on-premise AD or created as cloud-only identities, you need to first complete those steps, or plan to use SDS for creating cloud-only identities within your tenant. 使用 [同步處理現有使用者] 選項需要所建立的使用者已同步處理設定檔的範圍內的所有帳戶,AAD 中的租用戶內。Using the Sync Existing Users option requires that all accounts for users within the scope for the sync profile already be created within the tenant, in AAD.

您想要同步處理,哪些屬性及何時?Which attributes do you want to sync, and when?

在設定 SDS 內您同步處理設定檔時,您必須選擇您想要同步處理的各種物件類型的屬性。有兩種類型的每一種物件類型的屬性: 必要與選用。When configuring your sync profile within SDS, you will need to choose the attributes for the various object types that you want to sync. There are two types of attributes for each object type: required and optional. 您必須同步處理所有必要的屬性,且嚴格選用的選用屬性。You must sync all required attributes, and the optional attributes are strictly optional. 如果您正在同步處理大型學區,則可能很有幫助首先,同步處理只最低的必要的屬性,然後加入選擇性屬性中發生在初始同步處理及物件建立之後。If you are syncing a large district, it may be helpful to sync only the minimum required attributes first, and then add in the optional attributes after the initial sync and object creation has occurred. 同步處理引擎將會停止處理資料,如果錯誤數目取得過去的特定的閾值,所以向外延展的選擇性屬性緩慢之後第一次同步通常是最安全的方法,以降低潛在錯誤數目和以確保您的初始同步處理完成。The sync engine will stop processing data if the number of errors gets past a certain threshold, so scaling out the optional attributes slowly after the first sync is often the safest method to reduce the number of potential errors, and thus ensuring your initial sync completes.

您可讓您以覆寫群組的 DisplayName 之後他們初始同步處理/由 SDS 建立, 的教師嗎?Will you allow your teachers to overwrite group’s DisplayName after they are initially synced/created by SDS?

當 SDS 將同步處理] 區段中時,它會建立的 O365 群組。When SDS syncs a section, it creates an O365 Group. O365 群組一個預設行為是擁有人可能會覆寫 DisplayName,他們看到填滿,會在建立群組之後。One default behavior of an O365 Group is that the Owner may overwrite the DisplayName, as they see fit, after the group is created. 雖然 SDS 不會變更這項功能,您可以設定每次同步處理執行的原始和預定值重設 DisplayName SDS。While SDS doesn’t change this capability, you can configure SDS to reset the DisplayName to the original and intended value each time sync is run. 如果您想要讓教師管理及維護 DisplayName 初始同步處理之後,您應該將維持設定同步處理設定檔時,未選取的選項。If you want to allow teachers to manage and maintain the DisplayName after the initial sync, you should leave the option unselected when configuring the sync profile.

您會啟用 Intune 教育版整合與 SDS?Will you enable Intune for Education integration with SDS?

啟用 Intune 整合有三個基本功能:Enabling Intune integration has three basic functions:

  1. 建立所有學生和教師所有的群組,在 Intune 中的使用Creates All Students and All Teachers groups, for use within Intune
  2. 建立同步處理,使用 Intune 中的每個學校的群組Creates a group for each school synced, for use within Intune
  3. Intune 教育版的授權所有學生和教師內同步處理設定檔Licenses all students and teachers within the sync profile for Intune for Education

啟用 Intune 是所有或 nothing] 選項,因此只有選取這個選項,如果您有足夠 Intune 教育版授權版要套用的所有使用者在同步處理設定檔,因為這些授權相關聯的成本。Enabling Intune is an all or nothing option, so only select this option if you have enough Intune for Education licenses to apply for all users within the sync profile, as there is a cost associated with those licenses. 您也可能會建立以避免授權問題 Intune 僅同步處理設定檔。You may also create an Intune-only sync profile to avoid the licensing issue. 有關的詳細資訊,請參閱 Intune 教育版] 區段中向這篇文章的結尾。For more information on that, see the Intune for Education section towards the end of this article.

您想要延同步處理我學生註冊?Do you want to delay syncing my Student Enrollments?

當啟用同步處理設定檔,SDS 會建立 Office 365 群組的同步處理每一節。When enabling a sync profile, SDS creates Office 365 Groups for each section synced. 教師變成擁有者和學生成為進行同步處理 SIS 名冊登記資料為基礎的成員。Teachers becomes owners and students become members, based on the SIS rostering data being synced. 一旦完全填入的群組和成員資格,學生將能夠看到他們是透過 OWA 和 OneDrive 成員的群組。Once the group and memberships are fully populated, the students will be able to see which groups they are a member of via OWA and OneDrive. 他們也能夠看到教師其各節。They will also be able to see teacher of their sections. 如果您想要公開給學生此資訊會延遲,您可能會延遲將來的特定日期處理的學生註冊。If you wish to delay exposing this information to students, you may delay the student enrollment processing to a specific date in the future. 許多學區延遲學生註冊新的字詞開始日期前一週的時間。Many districts delay student enrollment to a week prior to the new term start date.

您需要同步處理一次以上嗎?Do you need to sync more than one time?

SDS 入口網站可讓您設定同步處理設定檔。The SDS portal allows you to setup a sync profile. 如果您透過 API 進行同步處理,同步處理會繼續執行。If you are syncing via API, the sync will continue to run. 如果您透過 CSV 檔案同步處理,同步處理將會執行一次,於初始的上傳,然後再次執行每次手動上傳新的 CSV 檔案。If you are syncing via CSV file, the sync will run once upon the initial upload, and then run again every time new CSV files are manually uploaded. 如果您需要確定每日或每週的變更會同步處理到 Azure AD,您應使用 SDS 工具組來安裝程式在處理變更的一般和自動同步處理排程。If you need to ensure daily or weekly changes are synced to Azure AD, you should use the SDS toolkit to setup a regular and automated sync schedule for processing changes. 此作業不需要上傳 CSV 檔案的每個您想要同步處理變更的時間。This will not require upload of CSV files each time you want to sync changes. 相反地,您可能會在您環境中,自動化匯出的 CSV 檔案,以標準化位置,並允許工具組來處理檔案當做排程工作會自動為您,連續為基礎。Instead, you may automate the export of CSV files to a standardized location within your environment, and allow the toolkit to process the files as a scheduled task automatically for you, on a continuous basis. 如果您需要設定自動化,同步處理 CSV 檔案,請參閱 < CSV 檔案同步處理自動化] 頁面If you need to setup automation for syncing CSV files, see the CSV File Sync Automation page.