Initial setup of Edusync Microsoft

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Providing an understanding of the importance of matching users and how to undertake user matching correctly.

This guide presumes that Edusync Microsoft has been added to the school by Wonde or via the Wonde Partner Hub. 

 

Edusync Microsoft's primary purpose is to match the user profiles Wonde holds data on from a school's MIS/SIS database, in order to then carry out the provisioning of new users if required and also carry out any other actions you have directed the tool to do so.

The guide below will help you to achieve this in the initial setup of Edusync Microsoft.

 

Logging in:

 

Navigate to edu.wonde.com or school.wonde.com depending on the version of the Wonde School Portal that your school uses.

 

Find your school and select it or select from the 'Previously selected school' section should this be the school you desire to login to.

 

Enter your login credentials and login or send yourself a magic link to your mailbox. (You will not be able to use a password to login until you add the option in your account settings, once logged in.)

 

 

Click 'Next' and enter your password or click 'Send magic link' to send a login link to your mailbox.

 

 

 

 

Approving access to school MIS/SIS data for Edusync Microsoft

 

Go to the Wonde School Portal.

 

Click on the Edusync Microsoft pending approval. You will be brought to the settings page for Edusync Microsoft.

 

Review the permissions on the flyouts. These permissions denote the data access that Wonde will require for the purposes of the Edusync Microsoft tool. Click Approve access in the top right hand corner when you are happy with the permissions. (At this stage you'll be presented with links to Wonde's Data handling agreement, Terms and conditions and Privacy policy.) Click 'Approve application'.

 

Return to the School Portal again to prepare for the next steps.

 

 

Completing the Edusync Microsoft setup wizard

 

Hover over the Edusync Microsoft tile on the Wonde School Portal and click Launch (Click Settings to return to the permissions and other administrative options), This will open Edusync Microsoft in a new tab.

 

You will be presented with the 3 step setup wizard:

 

 

The first step is to connect to your Microsoft Entra ID tenant by inputting your Azure Tenant ID and clicking Login to Microsoft. You will then log in as an Admin to grant access to the required Microsoft APIs.

 

 

 

Having successfully approved access to the Microsoft APIs you will be brought to the second step of the wizard, Settings. You will have access to these settings in the main UI however as part of the initial setup it would be best practice to make sure you get these settings correct as you will be running the sync later on if you follow this guide.

 

 

 

There is another article in this section detailing all of the settings on this page, you can navigate to it here. Once you are happy with the settings you have made in this section and bearing in mind that what you do here will be actioned upon should you run a sync, click Next step at the bottom of the page.

 

 

You'll then be brought onto the third step, Matching. Again there is another article in this section providing more detail on matching users.

 

Bear in mind here that matching users correctly here will avoid data being duplicated into Microsoft from the school's MIS/SIS. You will be able to access the 'Match users' page in the main UI as well as here in the setup wizard.

 

 

 

Once you are happy with the user matches that you have made in this section, click Match at the bottom of the page.

 

 

You will then be brought to the fourth and final step of the setup wizard, Classes. This section of the wizard will allow you to match up existing Microsoft Groups for your classes (including those used for administering teams) with Classes in the Wonde database from your schools' MIS/SIS.

 

 

 

Once you are happy with the class matches that you have made in this section, click Save at the bottom of the page.

 

 

This will lead you on to the main user interface where, if you are comfortable with all of your settings and users being matched you can click Calculate MIS sync summary.

 

 

 

 

Providing that everything looks as you would expect in the sync summary, click Run sync and wait for all of the actions to be completed in the Sync. On the initial sync this may take some time.

 

 

 

Once run, you will see the actions from the summary be undertaken on the sync page in real time.

 

 

 

Once you are happy with the changes that have been made by the sync you may wish to turn on the automatic sync. You can do this by clicking the green button, Enable automatic MIS sync.

 

 

This sync will be once per day. It is possible that some changes made in the school's MIS/SIS may take up to 48 hours to be propagated to the Microsoft tenancy as Wonde's integration with your MIS/SIS runs reports every 2-4 hours and changes made in between reports running may be missed in the first 24 hour period as Edusync might run the sync to Microsoft before such a time as those changes in the MIS/SIS are picked up.

 

That concludes this guide on the initial setup of the Edusync Microsoft but please be sure to read the articles in this section on user Matching, Settings and Manual actions.

 

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