設定您的 SDS 流程Set up your SDS Flow

必要條件Prerequisites

請確定已啟用流程應用程式Make sure you have the Flow app enabled

  1. 移至 Office.com,並使用您的全域系統管理員帳戶登入。Go to Office.com and sign in with your Global Admin Account.
  2. 按一下 [系統管理] 磚。Click on Admin tile.
  3. 按一下 [使用者],然後按一下 [作用中的使用者]。Click on Users, then Active Users.
  4. 在 [搜尋使用者] 方塊中搜尋您的系統管理員帳戶。Search for your Admin account in “Search users” box.
  5. 按一下您的帳戶。Click on your account.
  6. 尋找產品授權,然後按一下 [編輯]。Find Product Licenses and click Edit.
  7. 確定已啟用「Office 365 的資料流程」。Ensure "Flow for Office 365" is enabled.

重要

檔案系統連接器只可在範本建立程式內設定或修改。The File System connector can only be set up or modified from within the template creation process. 如果檔案系統需要任何變更,則為** **; 否則為 。包含使用者名稱、密碼或資料夾位置,您將需要徹底重新建立流程。If there is ever any changes needed to the File System; including Username, Password, or Folder location, you will need to recreate the Flow entirely.

步驟1:設定您的範本Step 1: Set up your Template

  1. 啟動私人瀏覽器,然後移至 Office.com。Launch a private browser and go to Office.com. 然後使用全域系統管理員帳戶登入。Then sign in with your Global Admin Account. 您的帳戶應該與您在設定CSV 檔案位置的步驟1-5 上用來設定閘道的帳戶相同。Your account should be the same as the one you used to set up the gateway on Step 1-5 of Configuring CSV File Location.

  2. 登入之後,流覽至左側的 [範本] 索引標籤,然後搜尋 [學校資料同步處理]。Once logged in, navigate to the Templates tab on the left side and search for School Data Sync.

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  1. 選擇 School Data Sync 範本,以自動化 CSV 檔案上傳。Choose the School Data Sync Template to automate CSV file upload. 是 SFTP 範本。Not the SFTP template.

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  1. 針對 [檔案系統連接器] 按一下 [建立]。Click Create for the File System connector. 這將會提示您設定新的檔案系統連接器。This will prompt you to set up a new File System connector.

注意

如果您已有可用的檔案系統,則需要按一下省略號,然後選擇 [建立新的連接器]。If you already have a File System available, you will need to click on the ellipsis and choose to create a new connector.

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  1. 按一下 [建立] 以開始建立過程。Click on Create to begin the creation process. 這會使用資料閘道和本機服務帳戶登入認證來存取 CSV 檔案資料夾位置。This will use the Data Gateway and the Local Service Account login credentials to access the CSV file folder location.

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  1. 以您所選擇的名稱命名。Name the Connection however you choose. 建議您將其命名為與其功能相關的內容。It is recommended to name it something related to its function.

  2. 在 [根資料夾] 中,輸入您先前所建立之 CSV 資料夾的路徑。In the Root Folder enter the path to your CSV File Folder you have created previously. 在我們的範例中,我們使用 "C:\ CSV_Files"。In our example we are using "C:\CSV_Files".

  3. 驗證類型預設應設定為 [Windows]。Authentication Type should be set to Windows by default.

  4. Username 是先前建立之服務帳戶的完整使用者名稱,包括機器名稱。Username is the Full username for the Service account created previously including the machine name. 我們的範例是使用 DESKTOP-SD85O7N\SDSServiceAccount。Our example is using DESKTOP-SD85O7N\SDSServiceAccount.

  5. 輸入該本地服務帳戶的密碼。Enter the Password for that local service account.

  6. 選取先前設定的閘道。Select the Gateway that was set up previously.

  7. 按一下 [建立]。Click create.

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  1. 按一下 [繼續] 以開始建立/自訂流程。Click Continue to begin the Flow Creation/Customization process.

步驟2:取得 SDS 設定檔識別碼Step 2: Get the SDS Profile ID

  1. 移至 SDS 入口網站,sds.microsoft.com。Go to the SDS portal at sds.microsoft.com. 按一下您要使用的設定檔。Click on the profile you want to use. 若尚未建立設定檔,請遵循如何使用 CSV 檔案部署 SDS的相關指示。If you have not yet created a profile, please follow the relevant instructions on the How to Deploy SDS by using CSV files.

  2. 在 [設定檔] 頁面的底部,您會找到 [設定檔識別碼/實例識別碼],在我們的範例中為 e37e90dd-f495-4420-bd80-4b98d9922c36。At the bottom of your Profile page, you will find the Profile Id/Instance Id, which in our example is e37e90dd-f495-4420-bd80-4b98d9922c36. 複製它,使其可在步驟3中使用。Copy it so it can be used in Step 3.

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步驟3:設定流程Step 3: Setting up Flow

  1. 請回到我們離開的流程網站。Go back to the Flow website where we left off.

  2. 如有需要,請將「Triger:重複頻率」變更為一天的特定時間,以及您想要執行同步處理的頻率。If desired, change the "Triger: Recurrence Frequency" for the specific time of day and how often you wish the sync to run. 我們建議您每天執行一次此流程。We recommend running the flow no more than once per day. 下列範例每日 2 am CST 會執行一次。Below example will run at 2 am CST every day.

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  1. 將設定檔/實例識別碼貼到下一個函數的 [值] 區域中。Paste in the Profile/Instance ID into the Value area of the next function.

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  1. 在 [上傳檔案] 區段中,將完整檔案路徑放在「資料夾」區塊中的 [清單檔案位於資料夾] 區塊內。Place the full file path within the Folder area of the "List files in folder" block that is within the "Upload Files" section. 若要確認連線是否正確,您可以按一下方塊結尾的資料夾影像,然後按一下箭號。To verify the connection is correct you can click on the Folder image at the end of the box, and then the arrow. 這只會包含其中的文字「沒有專案」。This should only have the text "No Items" within it.

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  1. 按一下 [儲存],然後選取頁面右上方的 [測試],以測試連接器。Click save and then test the connector by selecting Test on the top right of the page. 選擇 [我將執行觸發器動作],然後儲存並測試。Choose "I'll perform the trigger action" then save and test. 最後,請選取 [執行流程] 以測試您的流程。Finally confirm by selecting "Run Flow" to test your flow.

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  1. 理想狀況下,流程應該會執行,您應該會看到所有綠色核取記號,表示一切成功。Ideally, the flow should run and you should see all green check marks stating that everything was successful. 如果有問題,請與SDS 支援或您的部署管理員聯繫。If there are issues please reach out to SDS Support or your deployment manager.

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注意

這只會將檔案上傳至 SDS 設定檔。This only uploads the files to the SDS Profile. 它不會驗證上載是否順利完成。It does not verify that the upload was successful. 請檢查您的 SDS 設定檔,確認驗證及同步處理常式會繼續正常執行。Please check your SDS profile to confirm that the validation and sync process continues normally.

設定後的工作Post Set-up Tasks


按一下這裡以瞭解如何監視 CSV 同步處理自動化Click here to find out how to monitor CSV sync automation