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

   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.

Go to Daily > Synchronise

Click the 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

   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

8. Publish Daily Timetable (Session)

9. Publish Cyclical Timetable (CS)

   1. Issues workaround (Edval sample file)

      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.