PowerSchool SIS Synchronization Setup

PowerSchool SIS Synchronization Setup

The following instructions will set up an automatic and secure synchronization of student information, teacher information, courses, classes and class rosters from your PowerSchool system to the EdHub system. Once this setup is completed this information will automatically synchronize every evening and on demand when required.


The first step is to request a username and password to the Silverback SFTP (secure FTP) synchronization server.

Once you have a Silverback SFTP username and password, please follow the instructions below.

You will need to log into your PowerSchool Admin area to complete this setup.


Create Managed Connection

This step will create a secure connection to the Silverback synchronization server and is required for the steps that follow.


1. Click System in the left menu under the Setup section.

2. Scroll down and click on System Settings in the Server section.

3. Click on Plugin Management Configuration.

4. Enable the Remote Connection Manager.



5. Click on Remote Connection Manager.

6. Click on Remote Connection Manager once again.


7. Click on Create Connection.

8. Edit Remote Connection

  1. Fill out the fields as shown below. (Do not click Submit yet)



b. Click on the Test Connection button and then click on the "Yes, Accept the Host Key" button. This is normal behavior and part of the TOFU (Trust on first use) security model as employed by SSH. See e.g. https://en.wikipedia.org/wiki/Trust_on_first_use




9. Click submit and you should see a screen similar to the following screenshot.



Set up Autosend

We now need to tell PowerSchool what files to send. We will need to set up 5 Autosend configurations (one for each of Courses, Sections, Student Schedules, Students and Teachers). These 5 Autosend configurations will need to be set up in each school.  


Each configuration is very similar to the "Name" field, the "Data to Send" field, the "Path" field and the  "Fields to Export" field.


The following table describes the inputs for those fields for the 5 exports.

Name

Data to Send

Path

Fields

EdHub_Courses

Courses

schoolname_Courses.txt

where schoolname is the name of this school (w no spaces)


ex: SilverbackElementary_Courses.txt


YearID

Course_Number

Course_Name

SchoolID

EdHub_Sections

Sections

schoolname_Sections.txt

where schoolname is the name of this school (w no spaces)


ex: SilverbackElementary_Sections.txt


ID

YearID

Course_Number

Section_Number

TermID

[5]users_dcid

Expression

SchoolID

[13]Abbreviation

EdHub_Student_Roster

Student Schedules

schoolname_Student_Roster.txt

where schoolname is the name of this school (w no spaces)


ex: SilverbackElementary_Student_Roster.txt


SectionID

Section_Number

StudentID

SchoolID

EdHub_Students

Students

schoolname_Students.txt

where schoolname is the name of this school (w no spaces)


ex: SilverbackElementary_Students.txt

ID

Student_Number

State_StudentNumber

First_Name

Last_Name

Middle_Name

DOB

Gender

Ethnicity

Grade_Level

Mailing_Street

Mailing_City

Mailing_State

Mailing_Zip

Street

City

State

Zip

Home_Phone

SchoolID

Mother

Father

EdHub_Teachers

Teachers

  schoolname_Teachers.txt

where schoolname is the name of this school (w no spaces)


ex: SilverbackElementary_Teachers.txt

users_dcid

First_Name

Last_Name

Middle_Name

Email_Addr

Gender

Status

SchoolID


Hint: You can copy and paste the Fields from the above table into the "Fields to export" input box and save yourself a lot of typing.


OK. Here we go!


1. Choose your first school by clicking on the School link in the upper right area of your screen

2. Click System in the left menu under the Setup section.

3. Click on the Auto Send link in the Data Management section.

4. Click on the New button.

5. Fill in the following fields.


Field

Value

Name

One of the following for the configuration that you are creating.

EdHub_Courses

EdHub_Sections

EdHub_Student_Roster

EdHub_Students

EdHub_Teachers

Data to send

One of the following that corresponds to the configuration that you are creating.

Courses

Sections

Student Schedules

Students

Teachers

When to Execute

06:00 PM

Days to Execute

MTWHFSU

Turn Execution Off

unchecked

Send Output to

Managed Connection

Select an Upload Managed Connection -> Silverback SFTP Server

Path

One of the following that corresponds to the configuration that you are creating.

SchoolName_Courses.txt

SchoolName_Sections.txt

SchoolName_Student_Roster.txt

SchoolName_Students.txt

SchoolName_Teachers.txt


Fixed Delimiter

Tab

Record Delimiter

CRLF

Sort Order

0

First record of files is "number_of_records"*

unchecked

Include "upload_type="**

unchecked

Attendance-Specific Settings:

leave as is

E-Mail completion report to

leave blank

Fields to export

refer to the table above

Note: You can copy and paste from the above table into this area

Duplicate this AutoSend record to all schools on this server

leave unchecked

Duplicate this AutoSend record to district office

leave unchecked

 

 


6. Click Submit to save this record.

7. Repeat steps 4-6 for each Autosend configuration. (EdHub_Courses, EdHub_Sections, EdHub_Student_Roster, EdHub_Students, EdHub_Teachers)

8. Test the exports by clicking on Run Now.


Duplicate these Autosend Configurations for all Schools

You have now completed the set up for one school. Now we have to duplicate this setup to all of your schools and modify the "Path" field in each and every Autosend record for each school. Remember, once this is done it is an automated process!


1. Edit each of the Autosend records that you just created to duplicate to all schools. Check the "Duplicate this Auto Send record to all schools on this sever" and click Submit.



2. Important! Change to each schools Autosend records one at a time and change the path to reflect that schools school number and school name.

3. Execute each Autosend record to ensure that everything is working.

4. Notify Silverback support that your Autosend configuration is complete. The implementation team will still need to complete some setup on their end.


Hope this helps!

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