TASS Sync Profiles

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Revision as of 00:58, 26 July 2021 by Dlim (talk | contribs)
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Tass

Tass Syncing will allow IT admins to pull selected users from Tass.

These users include Students, Staff and Parents.

Parents can also be classified as split parents in Tass.

Cloudwork is able to tell apart split parents.

Split Parents

Split Parent in Cloudwork

Split parents are handled in Cloudwork by determining whether both split parents have the same or different user_code

Split Parents with different user_codes

Split Parents created in Tass with user_codes are displayed on Cloudwork as:

Splits Parents in User List using different user_codes
Parent 1 using user_code for username
Parent 2 using user_code for username

Split Parents with same user_code

Split Parents sharing one user_code, when creating separate accounts, in Cloudwork, the sfa_num will be added to Parents user_code to distinguish them.

Splits Parents in User List using usercode and sfa_num
Parent 1 usercode and sfa_num for username
Parent 2 usercode and sfa_num for username

Cloudwork Syncing Instructions

Credentials needed

  • Token key
  • App Code
  • API Version
  • Company Code
  • Endpoint

Credentials located in Tass>System Admin>Utilities>API Gateway Maintenance

Login to Cloudwork Dashboard and click Sync Profile

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Click New Sync Profile

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Select Tass Sync Profile from sync profile types

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Under Basic Settings, input a simple description for this profile, and credentials provided by Tass.

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Select the attribute to be mapped to Cloudwork for Tass under Parents Usercode Mapping, Students Usercode Mapping, Staff Usercode Mapping , choices include SIS ID (highly recommended) and User Name.

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Under User Settings, there are 3 types of users:

  • Parents
  • Students
  • Staff

For each type of user there are 4 settings:

  • Sync users: Sync users
  • Organisational Unit: Users pulled from Tass will be moved into the specified orgunit
  • Do not change orgunits for existing users: Existing users will not be moved to orgunit set by the previous three fields
  • Actions for disabled users: if users no longer meet the condition web_access = True, the selected action will occur. These actions include Do nothing, Suspend User, and Delete User.

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Save the settings, there will be a green flash showing the creation is successful, and the information input creates a successful connection with TASS

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Scroll down, there will be 3 tables showing custom attributes for parents, students, and staff.

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Click Edit for three tables and add custom attributes for three types of users.

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A green flash will show after the attributes are added.

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Click Force Sync for pulling users from Tass. A green flash shows the pulling process is successful.

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In the sync details table, the pulling result of three types of users will be shown here.

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Heading to Users, select a pulled user, the extra attributes will be added.

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