Edval App Synching Config

Edval Daily Synching Config

Edval App

1. Go to Setup -> App Manager.
    

   

2. In the Lightning Experience App Manager, click New Connected App button.
   

   

3. Input the following values: 

• Connected App Name = Edval 

• API Name = Edval (autopopulated) 

• Contact Email = product email/company email 

• Enable OAuth Settings = Checked 

• Callback URL = (URL is login if production, test if sandbox)  

  • https://login.salesforce.com/oauth2/callback 

  • https://test.salesforce.com/oauth2/callback 

• Selected OAuth Scopes = Full access (full) 

4. Go back to the App Manager and click Manage beside the LISS/Edval app. 

5. Click Edit Policies and update the IP Relaxation to Relax IP restrictions and save.
   

   

6. Go to Setup > OAuth and OpenID Connect Settings > enable Allow OAuth Username-Password Flows

7. Go to the updated Edval app > go to File -> Synchronise -> Configure and select Posimente and click Configure.
   

   

8. Populate the fields with their corresponding values:
   

   

   1. URL = https:// + {instance URL, from Setup -> My Domain -> Current My Domain URL+

      1. /services/apexrest/PosiEd/liss 

      2. In the URL, if the connection is not working, try to:

         1. exclude the Posi_Ed 

         2. or do not include the _ between Posi and Ed
             

            

   2. Username = Salesforce org username 

   3. Password = Salesforce org password 

   4. School code = an Educational Institution record’s School code in Salesforce 

   5. Client Id = previous Connected App’s Consumer Key  

   6. Client Secret = previous Connected App’s Consumer Secret 

      1. Go to App Manager > Edval > View > Manage Consumer Details 

9. Click Test connection to confirm.
    

   

10. Save the configuration. 

You can now start the Publish process.

Publish the records in this order.

From Edval App:

1. Publish Student

2. Publish Teachers

   1. Before doing the Publish Teacher, make sure the etz file for Teachers from Edval has the Email field populated. This is one of the criteria for the linking of the Users to the Employee Role records.

      1. Workaround: You can also turn off the Employee Role triggered flow before publishing, and then turn it On again after publishing.

3. Publish Rooms/Assets

4. Publish Bell times/Time Block

5. Publish Classes (Cohort)

6. Publish Timetable/Cohort Schedule

7. Publish Class lists/Cohort Member

Edval Daily

To configure Edval Daily, copy the same process above.

Open the Edval Daily through the provided URL. Put the Webcode value and Sign in.

Go to Daily > Synchronise

Clickthe Add sync system button and fill in the following.

1. System: Posimente

2. Server Address = https:// + {instance URL, from Setup -> My Domain -> Current My Domain URL+

   1. /services/apexrest/PosiEd/liss 

   2. In the URL, if the connection is not working, try to:

      1. exclude the Posi_Ed 

      2. or do not include the _ between Posi and Ed

3. Username = Salesforce org username 

4. Password = Salesforce org password 

5. Client Id = previous Connected App’s Consumer Key  

6. Client Secret = previous Connected App’s Consumer Secret 

   1. Go to App Manager > Edval > View > Manage Consumer Details 

7. Click Test connection to confirm.

After the connection is successful, you can now start the Publish process.

Tick the Org you just configured > click the Advanced Sync button

Publish the records in this order.

From Edval Daily:

1. Publish Student

2. Publish Teachers

   1. Before doing the Publish Teacher, make sure the etz file for Teachers from Edval has the Email field populated. This is one of the criteria for the linking of the Users to the Employee Role records.

      1. Workaround: You can also turn Off the Employee Role triggered flow before publishing, and then turn it On again after publishing.

3. Publish Rooms

4. Publish Bell times

5. Publish Classes

6. Publish Class List (CC)

7. Publish Daily Timetable (Session)

8. Publish Cyclical Timetable (CS)

   1. Issues workaround

      1. Before Publishing the Cyclical Timetable (CS) for the first time, make sure to update the Staff ID of Janice Young to YOUJSYS.

      2. If you will republish the Publish Teacher, make sure you update the Staff ID of Janice Young to 35167.