Self Onboarding of Microsoft School Data Sync - retired

Self on boarding the Microsoft School Data Sync Service

Microsoft School Data Sync and SIMS ID

Simplifies class management in Office 365. School Data Sync reads class, group and user data from SIMS ID and creates classes and groups for Microsoft Teams and Intune for Education.

If you wish to know more about what can be achieved with Microsoft Teams for Education you may want to read Microsoft's Education Blog and the announcement of the next wave of innovation for inclusive and collaborative learning

SIMS ID and SDS powering an Education Aware Platform

Before you can Self Onboard SDS data exchange.

Before starting an SDS self-onboarding you will need:

• a SIMS ID site that has been configured to manage your Office 365 tenancy.
• A Global Admin account for your Office 365 Tenancy

Video Guide

The School Data Sync Self Onboarding Process

The process is designed to allow you to stop midway through and pick up the process at a later date. However, it is a short process and may be carried out in one session.

Getting started

Log in to SIMS ID and select Preferences

From the available Preferences choose Self Onboarding

You will be presented with all of the relevent self onboarding options.

Choose the "SDS Onboarding" option

Confirming access to your tenancy

You are required to confirm that you wish to have SIMS ID create SDS Profiles and transfer the necessary data

When you have read the text and are happy to proceed please click the blue Grant Authorisation button. You will be taken to your Microsoft Tenancy login page.

Please sign in using a Global Administrator's credentials

Once signed in you will need to review the permissions and authorise the SIMS ID Applications Permissions by clicking on the Accept button. You will then be returned to SIMS ID.

On this page, you will need to click on the Sign in with Office 365 link. If you are carrying out this process in one session you may not be prompted for credentials. If you are prompted to sign in please use the credentials you used in the step above.

You will now be taken to a page to authorise SIMS ID to provision SDS Profiles.

Read the information and if you wish to proceed please click the blue Accept button. You will then be returned to SIMS ID

This page details what data will be provided from SIMS to the SDS profile service. If you consent to this data being transfered please continue by pressing the blue Create SDS Profile button.

A popup confirmation panel will appear confirming you wish to create an SDS Profile. Please click the OK button if you wish to proceed.

Now confirm the mail domain used in your office 365 tenancy for staff and students - we will pre-populate this where we have the information. Then click the OK button

You will now recieve a notification that the Profile is being provisioned.

If you click on the School Data Sync Admin Centre (Office 365) buttom, this will launch the SDS Dashboard in your Office 365 tenancy - here you will see a similar provisioning status.

When provisioning has completed. SIMS ID will provided a 'Provisioned status'

As will the SDS Dashboard in your tenancy.

From within the SDS Dashboard you can view information on your SDS Profile

This includes any data issues or errors.

To view the transfered data you can click on Your Organization in the left hand navigation You can then click on SIMS ID OneRoster API Profile Finally, click on View Sections, Teachers and Students

The Sections tab shows, classes, registration groups, houses etc.

The staff tab shows - teachers

The students tab show students

Keeping your data up to date

As you make changes in SIMS, these changes will be reflected in the SIMS ID IMS Global One Roster API endpoint that is available to the Microsoft SDS service. Microsoft contact this endpoint periodically to update your SDS. If you wish to manually initiate a sync this can be done from within the Microsoft SDS Dashboard. It is not necessary or advisable to delete and recreate the SDS profile.

Errors in the SIMS ID OneRoaster API Profile sync report usually fall into one of the below issues.

1) Users exist in both SIMS ID and Office 365 ; ensure the self on-boarding process has been completed for these users. 2) Users exist in SIMS ID but not Office 365 ; provision the user into Office 365 and complete the SIMS ID self on-boarding process. 3) Users exist in Office 365 but not SIMS ID ; run an MIS re-sync (https://id.sims.co.uk/support/wiki/104/mis-data-sync) , if the user still does not appear in SIMS ID please log a call with the Capita Service Desk 4) Users exist in Office 365 but are marked as deleted ; ensure the users are marked as deleted in SIMS ID / SIMS and run an MIS re-sync