學校資料同步處理規劃檢查清單Planning Checklist For School Data Sync

規劃 SDS 部署不過於複雜。有幾個主要的選項和設定項目必須考量何時需要決定如何為您的環境設定 SDS。Planning an SDS deployment is not overly complex. There are a few key options and configuration items that need to be considered when deciding how to configure SDS for your environment.

什麼是來源目錄?What is your source directory?

如果您有 PowerSchool 或OneRoster 1.1 能夠 SIS,您可能會透過 API 同步處理。所有其他來源需要您要上傳資料透過其中一個各種 CSV 格式 (SDS 格式、 聰明格式或 OneRoster 1.0 格式)。如需有關所提供的來源目錄的詳細資訊,請參閱[SDS 概觀] 頁面](overview-of-school-data-sync.md)。If you have PowerSchool or a OneRoster 1.1 capable SIS, you may sync via API. 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). 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您來源目錄 (建立 CSVs 或安裝的 API config) 吗?Have you prepped your Source directory for sync (create CSVs or setup for the API config)?

API 設定都需要完成某些內 SIS 為基礎的 API 部署文章頁面的詳細步驟。如需設定您 SIS API 連線的詳細資訊,請參閱PowerSchool API 文章。CSV 部署需要從您 SIS 匯出資料。您也可以調整從您 SIS 前次,例如特殊字元的已知問題的匯出CSV 部署文章中所定義。應該在初始的上傳及 (或) 前的同步處理驗證程序期間攔截剩餘的 CSV 檔案中找到的所有問題時啟用同步處理設定檔。API configurations require you to complete certain steps within the SIS, as detailed on the API based deployment article pages. For more information on configuring your SIS for an API connection, see the PowerSchool API article. CSV deployment requires exporting data from your SIS. 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. 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次現有使用者吗?Are you creating new users or syncing existing users?

如果您已經有 Azure Active Directory 使用者及您不需要建立初始的帳戶,您可以選擇同步處理現有使用者選項在 SDS 安裝精靈]。如果您有沒有任何使用者目前存在的全新 O365 租用戶並不想要同步處理使用者帳戶從內部部署 AD、 您可以選擇在 SDS 安裝精靈] 的 [建立新的使用者] 選項。如果您有現有使用者的組合與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程式。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. 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. 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,請新授權會套用至這些使用者?If creating new users, what licenses will be applied to those users?

如果您在 SDS 安裝精靈] 選取 [建立新的使用者] 選項,您需要將授權指派給每個建立的學生與老師帳戶。檢閱您的租用戶指派適當的選項學生與老師內可用的授權。如果您需要指派不同的使用者可以設定不同的授權,可能需要使用多個設定檔。請記住,但是只有建議建立多達三個同步處理設定檔,以免發生效能問題。如果您需要在跨使用者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 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. Review the available licenses within your tenant to assign the appropriate option for students and teachers. If you need to assign different licenses for different sets of users, multiple profiles may be required. Remember, we only recommend creating up to three sync profiles, to avoid performance issues. If you need more information on completing a custom license application across your users, see the License O365 Users via PowerShell article.

如果次現有的使用者,如何將您符合識別學生與老師?If syncing existing users, how will you match identities for students and teachers?

Identity 比對是其中一個最常見部署 SDS 時遭遇的問題。規劃在 identity 符合策略十分重要建立並啟用與來源目錄同步處理。如需詳細了解如何設定身分識別的請參閱Identity 比對頁面Identity matching is one of the most common issues encountered while deploying SDS. Planning your identity matching strategy is critical to creating and enabling sync with your source directory. For a detailed understanding of how to configure identity see the Identity Matching page

若要保留下方的建議的三個設定檔數目,我們建議調整您的來源中的屬性及 (或) 目標目錄以容納 identity 符合期間 SDS 啟用所需的網域組態。更新的來源與目標屬性可能不一定是可行的但建議使用,以符合所有學生與老師 3 同步處理設定檔。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. 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,所有學生與老師帳戶已都建立 O365 中吗?If syncing existing users, are all student and teacher accounts already created in O365?

如果是,您準備好要準備 CSV 檔案或 API 連接來源目錄和開始同步處理。如果尚未已從內部部署 AD 同步處理或建立為僅限雲端身分識別的所有使用者,必須先完成這些步驟,或計劃要用於 SDS 建立您的租用戶內的僅限雲端身分識別。使用同步處理現有使用者選項需要在承租人中 AAD 內建立的所有已同步處理設定檔的範圍內的使用者帳戶。If yes, you’re ready to prep your CSV files or API connected source directory and begin syncing. 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. 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?

設定您的同步處理設定檔內 SDS、 時您必須選擇您想要同步處理的各種物件類型的屬性。有兩種類型的每個物件類型的屬性: 必要及選用。您必須同步處理所有必要的屬性,而且嚴格選用的選用屬性。如果您正在同步處理大型的地區,可能很有幫助先同步處理只使用的最小必要的屬性並發生初始同步處理及物件建立之後接著新增選用屬性。同步處理引擎會停止處理資料的錯誤數目超過特定臨界值如果、 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方法來減少可能的錯誤數目與因此確保您初始同步處理完成。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. You must sync all required attributes, and the optional attributes are strictly optional. 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. 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.

您將允許覆寫群組的 DisplayName,他們會在初始同步處理/所建立 SDS 後您老師嗎?Will you allow your teachers to overwrite group’s DisplayName after they are initially synced/created by SDS?

當 SDS 同步] 區段中時,它會建立 O365 群組。O365 群組的其中一個預設行為是擁有者可能會覆寫 DisplayName 時請參閱配合之後建立群組。雖然 SDS 不會變更此功能,您可以設定執行每次同步處理的原始和預定值重設 DisplayName SDS。如果您想要允許老師管理及維護 DisplayName 初始同步處理之後,您應該將保留未選取 [設定同步處理設定檔時的選項。When SDS syncs a section, it creates an O365 Group. One default behavior of an O365 Group is that the Owner may overwrite the DisplayName, as they see fit, after the group is created. 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. 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.

您是否會啟用 Intune 與 SDS 教育整合吗?Will you enable Intune for Education integration with SDS?

啟用 Intune 整合有三個基本函數:Enabling Intune integration has three basic functions:

  1. 會建立所有學生與老師的所有群組內 Intune 的使用Creates All Students and All Teachers groups, for use within Intune
  2. 建立每個學校 Intune 內使用的同步處理群組Creates a group for each school synced, for use within Intune
  3. 適用於教育界的 Intune 的授權所有學生與老師的同步處理設定檔中Licenses all students and teachers within the sync profile for Intune for Education

啟用 Intune 的全部或 nothing] 選項,如果您有足夠 Intune 教育授權的同步處理設定檔中的所有使用者套用不使用這些授權代價因此只選取此選項。您也可以建立以避免授權問題 Intune 僅同步處理設定檔。如需詳細的資訊,請參閱 Intune 教育區段接近本文章的結尾。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. You may also create an Intune-only sync profile to avoid the licensing issue. For more information on that, see the Intune for Education section towards the end of this article.

您是否要延遲次我學生註冊吗?Do you want to delay syncing my Student Enrollments?

當啟用同步處理設定檔、 SDS 建立 Office 365 群組同步處理每一節。老師變成擁有者和學生成為正在同步處理 SIS rostering 資料為基礎的成員。一旦完整填入的群組和成員資格、 學生將能看到他們是透過 OWA 和 OneDrive 成員的群組。他們也能夠看到教師的其章節。如果您想要延遲公開給學生此資訊,您可能會延遲未來特定日期處理學生註冊。許多學延遲學生註冊一週的新字詞組開始日期之前的時間。When enabling a sync profile, SDS creates Office 365 Groups for each section synced. Teachers becomes owners and students become members, based on the SIS rostering data being synced. 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. They will also be able to see teacher of their sections. If you wish to delay exposing this information to students, you may delay the student enrollment processing to a specific date in the future. Many districts delay student enrollment to a week prior to the new term start date.

需要同步處理一個以上的時間吗?Do you need to sync more than one time?

SDS 入口網站可讓您同步處理設定檔的安裝程式。如果您正在透過 API 同步處理、 同步處理會繼續執行。如果您正在透過 CSV 檔案同步處理、 同步處理會執行一次在初始的上傳時和執行一次每次手動上傳新的 CSV 檔案。如果您需要為確保每日或每週的變更會同步處理至 Azure AD,所應使用 SDS 工具組規則及自動同步處理排程以便處理變更的安裝程式。此作業不需要上傳 CSV 檔案的每一個您想要同步處理變更的時間。而您可能會在您的環境中自動化標準化位置的 CSV 檔案的匯出並允許處理檔案做為排程工作自動為您,持續 toolkit。如果您需要針對次 CSV 檔案的安裝程式自動化,請參閱[SDS toolkit] 頁面](http://aka.ms/sdstoolkit)。The SDS portal allows you to setup a sync profile. If you are syncing via API, the sync will continue to run. 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. 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. This will not require upload of CSV files each time you want to sync changes. 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. If you need to setup automation for syncing CSV files, see the SDS toolkit page.