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Administering SIMS ID

Administering SIMS ID Users

ManagingThe Usersrole withof HostedSite SIMSAdministrator

SIMS ID Site Admins are the only users that can manage userUser account Account permissions across your schoolschool. so whenWhen you first join the service we will ask you to provide details on who you want your Site Admins to be.

The school’s first site administrator can setup other users to also be Site Admins.

It is common for users to be SIMS ID Site Adminsadmins as well as being users of SIMS and or FMSFMS.

What users.

can a Site Administrator do?

A SIMS ID Site Administrator can:

  • Pick up new staff unclaimed usernames and passwords.

  • Grant users access to Applications such as SIMS and FMS. (By default users do not have access to any Hosted applications)

  • Reset other user’s passwords, if they are unable to carry out the self-service password reset process.

  • Change the schoolsschool's background theme based on a set of pre-defined background images.

  • Approve a user from another SIMS ID school or SIMS Support unit to be part of the school site so that access to SIMS or FMS can be granted to users outside of the school.

Creating new users in SIMS and SIMS ID Users

Automated User Provisioning from SIMS

Hosted SIMS

Hosted SIMS \ SIMS ID users are created automatically in SIMS ID once a user has been setup in System Manager and SIMS. Please see Managing Hosted SIMS or FMS users For information on adding users in Hosted SIMS and Hosted FMS

Local SIMS

Customers with Local SIMS Staff / Pupils etc are created automatically in SIMS ID if the People Service has been licenced. If you would like to use Automated Provisioning from SIMS

Working without Automated provisioning

We would always recommend using Automated Provisioning for convenience and to unlock the full potential of your SIMS ID, there may be occasions this is not appropriate or you need to add a user that does not exist in SIMS.

Adding a newuser staffmanually memberthrough followsthe thisUser process.Interface

In addition to SIMS populating and managing the users in SIMS ID, Site Admins also have the ability to manually create users in SIMS ID. If you are a hosted SIMS school it is recommended you wait for the user to come through from SIMS into SIMS ID rather than creating users manually.

The following scenarios are typical reasons to use the “Add New User” feature

  1. CreateYou theare newa staffsite memberthat inuses SIMSHosted Personnel.FMS Thisonly Quick reference sheetand your users will guideneed youto be throughsetup the steps.manually.

  2. SetupYou thewant to setup an additional Site administrator that does need to exist as a user in SIMS Systemor Managerhave andaccess grantto them the required SIMS Permissions.SIMS.

  3. WaitYou upuse SIMS ID Light to 70manage Minutesyour office 365 / Google accounts and you want to create a new user.

  4. You are a SIMS Support unit and you want to create Support users.


To complete the manual creation of a new user enter the details in the Add New User screen, clicking on the blue arrows button will generate an available username for your new useruser.

The toemail appearaddress infield youris SIMSnot ID user list

  • Change the users security groups to include SIMS and any other hosted SIMS application (please see page 28 of this guide)

  • Pick up the users new SIMS ID username and password from the “unclaimed password” list in SIMS ID

  • Oncemandatory.


    After the user has been created inthe user’s new password can be obtained from the Unclaimed Passwords list.

    Users that are created manually have two additional options under the “Manage” drop down, Edit and Delete. You will only see the Edit and Delete options for the user that are created manually and added through the “Add New User” process.

    Administering users with CSV uploads

    You can administer SIMS SystemID users by CSV upload. This should not be done if you can administer users automatically from within SIMS using the SIMS People Service.

    Login into SIMS ID Click on the Users Tile Click on the Manager theyUsers Tile

    If your login works across all the schools that you manage; select the school you are dealing with otherwise skip this step. the CSV Import button

    You can > download the correct CSV template for the action you wish to undertake

    This template will shortly appearbe pre-populated with the currently provisioned users. 

    As this is personal data this should be handled securely.

    Make the required changes to users.

    New users can be added as new rows.

    To delete a user set the status to ‘Disabled’ OR delete the row.

    Upload the CSV using the upload function.

     

    CAUTION – uploading a blank CSV will disable all CSV provisioned users.

    Accept the confirmation dialogue

    Any errors will be displayed.

    Once corrected you can re-upload. 

    A Success message is provided following a successful upload.

    Once uploaded the changes will be processed by the system. How long the changes will take to process will depend on the action being undertaken and the services applied to the user.  Some actions such as O365 provisioning are reliant on Microsoft or other third parties.

    You can only edit CSV provisioned users using the CSV method. Manually provisioned users must be administered using the user interface. Users provisioned automatically by SIMS must be administered in theSIMS.

    How “Users”to listtell ofby SIMSwhat ID. Oncemethod a user has been createdprovisioned

    If from SIMSyou want to know how a user has been provisioned, you can find the user in User Management and then select Manage next to the user concerned

    Then Click View Profile (you can also tell this is manageda UI created user as you have the option to edit it in SIMSthe IDcontext theysensitive cannotmenu)

    The behighlighted deletedsection manuallyin fromthe SIMSprofile below shows this user was created in the UI, it would say CSV Import if brought in by that ID,method staffetc.

    Further shoulddetails haveon theirthe contractcontents setof tothe expireMy Profile is available.

    Finding a users’ initial username and be removed from SIMS system manager as well as having their SIMS ID permissions removed.

    Granting SIMS ID users access to SIMSpassword

    After logging into https://id.sims.co.uk as a SIMS ID Site Administrator click on the Orange “Users”users’ iconicon. andThis thenwill take you to the Blueuser “Managemanagement Users” iconscreen.

    If you are a SIMS Support Unit or a Multi Academy trust you will be asked to select the school for the users you wish to manage. AClick liston ofthe “Unclaimed passwords” link

    This page allows you to view all ofusers at your users forsite thethat schoolhave arenot displayed,yet logged into SIMS ID so you can filterprovide thesethe byuser clicking onwith their initial username and password. Once a filteruser typechanges suchtheir aspassword Adminthey users.no Thelonger usersappear on this list.

    Initially, the list will not show the password, this is baseddone for security reasons. Click on the 'live'‘Show staffPassword’ in SIMS and is updated uplink to an hour after new users are created\recorded in SIMS.

    The list of users can be filtered usingshow the filterpassword Click buttonson above‘Hide the list of users. Filtering by “Locked out Users” shows users who have failedPassword’ to answerhide theira securitypassword.

    If questionsyou threeare times. Inactive users will be users that have been disabled in system manager or have an expired contract date in SIMS personnel. You can also searchsearching for a particular user by typingyou allcan oruse partthe ofsearch theirfeature name.in your browser. Pressing CTRL-F on your keyboard will normally launch this.

    To manage a user click the “Manage” button to the right of the user’s username. Users with the menu icon on the right of the screen are Site Admin users and cannot have their permissions changed by other Site Admin users. Changes to Site Admin users can be requested by logging a support call.

    To grant a user with access to a hosted application choose “Change Security Groups” from the Manage button.

    Tick the applicationsIf you wish to grantyou thecan user access tocopy and click “Save”. This will place a Tile on the users launch screen or remove a Tile from the users launch screen if un-ticked.

    Please note: If you require access to a specific Northampton application please log a support call to have these enabled.

    Hosted SIMS Licences

    If you receive a message “You have run out of Hosted SIMS Licences”, please removepaste all of the ticksusers from usersthe whoscreen nointo longeran requireExcel access and click save, this will free up licences backspreadsheet to further filter your school. Alternativelyusers pleaseand logtheir initial passwords.

    You can choose to distribute your user’s initial usernames and > passwords in a supportsecure call to discuss purchasing additional licences. You will also receive a warning message when you are running low on licences.

    >

    Selecting “View Profile” will show details about the user including.

    • Name
    • Login name
    • Email address
    • User Data source - Where the user originated from
    • Last password change date
    • Modified date

    The Site & Roles screen shows which schools\sites the user is a member of and what their role is at that site.

    The My Profile (user profile) has a new tab called My events. This tab details user events such as when user passwords were changed and by who. Further details will be added to this tab to allow you to keep controlmethod of your identity. choice.

    |

    RemovingResetting accessa touser’s SIMS ID, SIMS and FMSpassword

    ToAfter removelogging access to all applications it is recommended changes are made both within the application and within SIMS ID.

    1. Login tointo https://id.sims.co.uk as a SIMS ID Site AdminAdministrator click on the Orange “Users” iconicon. Press CTRL-F to launch the browser find feature and thenenter the Blueuser’s “Manageusername. Users”Click icon
    ‘Manage’ and choose “Reset password”

    1. FindThe new password entered will tell you the userstrength of the password you wishare choosing.

      What to removedo accessif for,a user forgets their password

      If you forget your password, you can alsoclick search for a user by typing all or part of their name.

    2. Clickon the “Manage”‘Forgotten buttonpassword’ link from https://id.sims.co.uk.

      If you forget your username, please contact your SIMS ID Site Administrator.

      When resetting your password you will be asked to theprovide right of the user’syour username and reset asked to answer three of your five security questions. Please note the usersanswers to your security questions are not displayed for security reasons.

      If successfully answered you will be prompted to set a new password

      If soyou thatdo theynot cansuccessfully noanswer longerthe accesssecurity questions, after three attempts you will be prevented from using the Forgotten Password service and you will be directed to log a support call or contact your SIMS ID ite administrator to have your password reset.

    3. Working with Multiple Schools

      ClickSome the “Manage” button and select “change security groups” Untick all of the application security groups and click save.

    4. Remove the user’s permissionscustomers from SIMSMulti andAcademy changeTrusts theor user’s personalLocal recordAuthorities have access to reflectmultiple theirSites. SIMS currentID status.

    5. Ifsupports requiredMulit-Site removeaccess. You thedo usersnot permissionsneed fromto FMS.

    have a different login at each site. See Hosted-Multisite Access for details.

    | | | |-----|-----|

    Finding a users’ initial username and password

    After logging into https://id.sims.co.uk as a SIMS ID Site Administrator click on the users’ icon. This will take you to the user management screen.

    If you are a SIMS Support Unit or a Multi Academy trust you will be asked to select the school for the users you wish to manage. Click on the “Unclaimed passwords” link

    This page allows you to view all users at your site that have not yet logged into SIMS ID so you can provide the user with their initial username and password. Once a user changes their password they no longer appear on this list.

    Initially the list will not show the password, this is done for security reasons. Click on ‘Show Password’ link to show the password. Click on ‘Hide Password’ to hide a password.

    If you are searching for a particular user you can use the search feature in your browser. Pressing CTRL-F on your keyboard will normally launch this.

    If you wish to you can copy and paste all of the users from the screen into an excel spreadsheet to further filter your users and their initial passwords.

    You can choose to distribute your user’s initial usernames and passwords in a secure method of your choice.

    Resetting a user’s password

    After logging into https://id.sims.co.uk as a SIMS ID Site Administrator click on the “Users” icon. Press CTRL-F to launch the browser find feature and enter the user’s username. Click ‘Manage’ and choose “Reset password”

    The new password entered will tell you the strength of the password you are choosing.

    Accessing multiple sites

    SIMS ID allows users to access more than one school with a single username and password. The process starts with the user’s school that contains the user wanting to access another school, this school is called the originating site.

    The originating sites data controller will need to log a support call asking for a named user to be sent to a Destination site for security approval.

    Once support call has been completed the target site will need to approve or decline the security request from within the “Security Request” page. If the user is approved the user will appear under the “users” list and permissions to applications can be setup like any other user from the site.

    The Destination site will be able to see that the request is pending from the “Requests Pending for this Site” screen

    The following scenario explains the process of setting up multi-site users:

    Scenario:  A teacher Jeremy Colburn requires access to two Hosted SIMS schools. He wants to use his account jcolburn1@hosted.sims.co.uk to login to both schools.

    Process:

    1. Jeremy Colburn is setup in school 1 in SIMS Personnel and SIMS System Manager. School1 automatically syncs with SIMS ID and creates a SIMS ID username of jcolburn1@hosted.sims.co.uk  which has access to School 1.

    2. A case is logged with the Capita service desk asking for jcolburn1 of school1 to be granted access to school2.

    3. The desk will send a pending request for jcolburn1 to school2. A site administrator of school2 logs into SIMS ID and under user management “Security Requests” Approves the security request.

    4. A site administrator of school2 logs into SIMS ID and finds jcolburn1@hosted.sims.co.uk  in the list of users and grants jcolburn1 access to the SIMS application of school2.

    5. A SIMS manager at school 2 logs into SIMS System Manager of school2 and creates a user Jeremy Colburn with the correct SIMS System Manager group permissions and sets the user to Active.

    6. The “username” for Jeremy Colburn at school is us updated with “SIMS\jcolburn1” where jcolburn1 is the first part of the person’s username, the user is saved. . See example below.

    1. jcolburn1@hosted.sims.co.uk  will now be able to login to https://id.sims.co.uk and access both schools.

      *Please note an additional user Jeremy Colburn will appear in the list of users at school 2, this user can be ignored. This process can be repeated at multiple school in a scenario where a SIMS Support person requires and permitted access to multiple schools. *

    Managing Access to multiple schools

    Some customers from Multi Academy Trusts or Local Authorities have access to multiple databases.

    If you have access to multiple databases then you are able to swap between the databases using the SIMS Multi Site Selector or the FMS Multi Site Selector. You simply need to select the school from the grey drop down and launch the application for the chosen school. You can only be connected to one school at a time.

    From the drop down simply select your school and you will notice the tile text changes for each tile based on the selected school. Simply click the tile to Launch, SIMS or Discover for the required schools. Please note you can only be logged into one school at a time, trying to open another schools SIMS or Discover system will prompt you to logout of your current school.

    FMS Multi Selector

    Click on the FMS tile in SIMS ID.

    When the application launches you will be presented with a drop down list of the databases you have access to.

    Click on the drop down list and select the school you wish to access and click on OK to launch FMS.

    Adding a user manually

    In addition to SIMS populating and managing the users in SIMS ID, Site Admins also have the ability to manually create users in SIMS ID. If you are a hosted SIMS school it is recommended you wait for the user to come through from SIMS into SIMS ID rather than creating users manually.

    The following scenarios are typical reasons to use the “Add New User” feature

    1. You are a site that uses Hosted FMS only and your users will need to be setup manually.

    2. You want to setup an additional Site administrator that does need to exist as a user in SIMS or have access to SIMS.

    3. You use SIMS ID Light to manage your office 365 / Google accounts and you want to create a new user.

    4. You are a SIMS Support unit and you want to create Support users.

    | | To complete the manual creation of a new user enter the details in the Add New User screen, clicking on the blue arrows button will generate an available username for your new user.

                                                                                                                                                                                                                                             The email address field is not mandatory. After the user has been created the user’s new password can be obtained from the Unclaimed Passwords list.                                   |
    

    |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Users that are created manually have two additional options under the “Manage” drop down, Edit and Delete. You will only see the Edit and Delete options for user that are created manually and added through the “Add New User” process. | |

    Managing Users without Hosted SIMS

    Finding a users’ initial username and password

    After logging into https://id.sims.co.uk as a SIMS ID Site Administrator click on the users’ icon. This will take you to the user management screen.

    If you are a SIMS Support Unit or a Multi Academy trust you will be asked to select the school for the users you wish to manage. Click on the “Unclaimed passwords” link

    This page allows you to view all users at your site that have not yet logged into SIMS ID so you can provide the user with their initial username and password. Once a user changes their password they no longer appear on this list.

    Initially the list will not show the password, this is done for security reasons. Click on ‘Show Password’ link to show the password. Click on ‘Hide Password’ to hide a password.

    If you are searching for a particular user you can use the search feature in your browser. Pressing CTRL-F on your keyboard will normally launch this.

    If you wish to you can copy and paste all of the users from the screen into an excel spreadsheet to further filter your users and their initial passwords.

    You can choose to distribute your user’s initial usernames and passwords in a secure method of your choice.

    Resetting a user’s password

    After logging into https://id.sims.co.uk as a SIMS ID Site Administrator click on the “Users” icon. Press CTRL-F to launch the browser find feature and enter the user’s username. Click ‘Manage’ and choose “Reset password”

    The new password entered will tell you the strength of the password you are choosing.

    What to do if a user forgets their password

    If you forget your password, you can click on the ‘Forgotten password’ link from https://id.sims.co.uk .

    If you forget your username, please contact your SIMS ID Site Administrator.

    When resetting your password you will be asked to provide your username and asked to answer three of your five security questions. Please note the answers for your security questions are not displayed for security reasons.

    If successfully answered you will be prompted to set a new password

    If you do not successfully answer the security questions, after three attempts you will be prevented from using the Forgotten Password service and you will be directed to log a support call or contact your SIMS ID site administrator to have your password reset.

    Managing Access to multiple schools

    Some customers from Multi Academy Trusts or Local Authorities have access to multiple databases.

    If you have access to multiple databases then you are able to swap between the databases using the SIMS Multi Site Selector or the FMS Multi Site Selector. You simply need to select the school from the grey drop down and launch the application for the chosen school. You can only be connected to one school at a time.

    From the drop down simply select your school and you will notice the tile text changes for each tile based on the selected school. Simply click the tile to Launch, SIMS or Discover for the required schools. Please note you can only be logged into one school at a time, trying to open another schools SIMS or Discover system will prompt you to logout of your current school.

    Adding a user manually

    In addition to SIMS populating and managing the users in SIMS ID, Site Admins also have the ability to manually create users in SIMS ID. If you are a hosted SIMS school it is recommended you wait for the user to come through from SIMS into SIMS ID rather than creating users manually.

    The following scenarios are typical reasons to use the “Add New User” feature

    1. You are a site that uses Hosted FMS only and your users will need to be setup manually.

    2. You want to setup an additional Site administrator that does need to exist as a user in SIMS or have access to SIMS.

    3. You use SIMS ID Light to manage your office 365 / Google accounts and you want to create a new user.

    4. You are a SIMS Support unit and you want to create Support users.

    | | To complete the manual creation of a new user enter the details in the Add New User screen, clicking on the blue arrows button will generate an available username for your new user.

                                                                                                                                                                                                                                             The email address field is not mandatory. After the user has been created the user’s new password can be obtained from the Unclaimed Passwords list.                                   |
    

    |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Users that are created manually have two additional options under the “Manage” drop down, Edit and Delete. You will only see the Edit and Delete options for user that are created manually and Added through the “Add New User” process. | |

    Administering users with CSV uploads

    You can administer SIMS ID users by CSV upload. This should not be done if you can administer users automatically from within SIMS using the SIMS People Service.

    Login into SIMS ID

    Click on the Users Tile

    Click on the Manager Users Tile

    If your login works across all the schools you manage select the school you are dealing with otherwise skip this step.

    Click the CSV Import button

    You can download the correct csv template for the action you wish to undertake

     

    This template will be pre-populated with the currently provisioned users. 

    As this is personal data this should be handled securely.

    Make the required changes to users.

    New users can be added as new rows.

    To delete a user set the status to ‘Disabled’ OR delete the row.

     

    Upload the CSV using the upload function.

     

    CAUTION – uploading a blank CSV will disable all CSV provisioned users. Just as it would in OPENHIVE.

    Accept the confirmation dialogue

     

    Any errors will be displayed.

     Once corrected you can re-upload. 

     A Success message is provided following a successful upload.

     <

    Once uploaded the changes will be processed by the system. How long the changes will take to process will depend on the action being undertaken and the services applied to the user.  Some actions such as O365 provisioning are reliant on Microsoft or other third parties.

    You can only edit CSV provisioned users using the CSV method. Manually provisioned users must be administered using the user interface. Users provisioned automatically by SIMS must be administered in SIMS.

    How to tell by what method a user has been provisioned

    If you want to know how a user has been provisioned, you can find the user in User Management and then select Manage next to the user concerned

    Then Click View Profile (you can also tell this is a UI created user as you have the option to edit it in the context sensitive menu)

     

    The highlighted section in the profile below shows this user was created in the UI, it would say CSV Import if brought in by that method etc.