Edval App Synching Config

Edval Daily Synching Config

Edval App

If the Edval app is not yet created and configured in your Org, follow the steps below.

1. Go to Setup -> App Manager.
    

   

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

   

3. Input the following values: 

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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

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

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8. Populate the fields with their corresponding values:
   

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   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
             

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   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.
    

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10. Save the configuration. 

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You can now start the Publish process.

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Publish the records in this order.

From Edval App:

1. Publish Student

   1. Before doing the Publish Student synching, make sure to set up the PosiEd Value Mapping (custom settings) for the LISS Grade Level values and Gender field automation. See the file below for your reference.

      1. Value Mapping - PosiEd

2. Publish Teachers

   1. Before doing the Publish Teacher, make sure the etz file for Teachers from Edval has the Email and Staff IDs field populated. These two should be unique. This is one of the criteria for the linking of the Users to the Employee Role records. You also need to have the Users created first before doing the Publish Teacher

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

   2. You need to first create the User records before doing the Publish Teacher

      1. Note: The Staff users should have a correct profile license for the Calendar access. The Chatter Free license is a non-calendar license.

3. Publish Rooms/Assets

4. Publish Bell times/Time Block

   1. Before doing the Publish Bell Time, we need to add the complete Period values.

   2. Make sure TTStructure records are set correctly. (Check how many TTStructure is linked to the School account).

      1. If the TTStructure is not set up correctly, the PPublish Bell time will be affected. There will be missing bell time records after synching.

5. Publish Classes (Cohort)

   1. Import the PosiEd Value Mapping for the Primary Grade Level population before doing the Publish Classes

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.

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Go to Daily > Synchronise

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System: Posimente

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Sharing Settings

Note: If this has already been configured in the Org during the Edval Daily setup, there's no need to repeat it.

User Setup for Integration

Note: If this has already been configured in the Org during the Edval Daily setup, there's no need to repeat it.

1. Create a user with the following details:

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Note: When trying to log in with the user above, you will see the message below.    

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2. Create the Permission Set first.

   1. Label: Edval

   2. API Name: (auto-populated)

   3. Description: Permission set for objects and fields used for Edval processes

   4. License: Salesforce API Integration

   5. Give access to the following objects and fields

3. Go to the user record and assign the EDVAL permission set. The EDVAL permission set provides access to the objects and fields needed for the sync process.

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Edval Syncing Process

After creating the Edval app, connect your Org and the Edval file.

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

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2. Populate the fields with their corresponding values:

...

3. 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
          

         Image Added

4. Username = Salesforce org username 

5. Password = Salesforce org password 

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

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

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

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

9. Click Test connection to confirm.
    

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3. Image Added

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3. Save the configuration. 

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You can now start the Publish process.

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

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Publish the records in this order.

From Edval Daily

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These records must be imported into the Org before the Publish process. Please refer to the instructions in the link below.

Data Loading Process - PosiEd

After importing the necessary records into the Org, you can begin the publishing process.

Publish the data sets in the order shown below. Publish each item separately and allow a few minutes before publishing the next item. This is to ensure that the processing of the data that was transferred is complete before the next set of data is sent.

From Edval App:

1. Publish Student

   1. Before doing the Publish Student synching, make sure to set up the PosiEd Value Mapping (custom settings) for the LISS Grade Level values and Gender field automation. See the file below for your reference.

      1. Value Mapping - PosiEd

2. Publish Teachers

   1. Before doing the Publish Teacher, make sure the etz file for Teachers from Edval has the Email and Staff IDs field populated. These two should be unique. This is one of the criteria for the linking of the Users to the Employee Role records. You also need to have the Users created first before doing the Publish Teacher

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

         1. You

      need to first create the User records before doing the Publish Teacher

      1. 1. have the option to turn off the Employee role and create a User instead. The User created should follow the following criteria:

            1. The Profile should be the School Personnel.

            2. The role has been set.

            3. Permission Set Group should be added based on the role.

            4. The user should be added to his/her designated School Public group.

   2. Employee Role triggered flow includes the creation of the Users and will automatically link to the Employee Role records. The User will have a Profile entered and specified in the Default Profile ID field of the custom settings.

      1. Note: The Staff users should have a correct profile license for the Calendar access. The Chatter Free license is a non-calendar license.

3. Publish Rooms/Assets

4. Publish Bell times/Time Block

   1. Before doing the Publish Bell Time, we need to add the complete Period values.

   2. Make sure TTStructure records are set correctly. (Check how many TTStructure is linked to the School account).

      1. If the TTStructure is not set up correctly, the PPublish Bell time will be affected. There will be missing bell time records after synching.

5. Publish Classes (Cohort)

   1. Import the PosiEd Value Mapping for the Primary Grade Level population before doing the Publish Classes

6. Publish Timetable/Cohort Schedule

7. Publish Class lists/Cohort Member

8. Publish Daily Timetable (Session)

9. Publish Cyclical Timetable (CS)

   Issues workaround (Edval sample file)

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

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