Connecting to Edval - PosiEd K-12

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: 

• 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

Edval Synching 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.

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
          

         

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.
    

   

10. Save the configuration. 

You can now start the Publish process.

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.

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

   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