Difference between revisions of "TASS Sync Profiles"

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==Cloudwork Syncing Instructions==
 
==Cloudwork Syncing Instructions==
  
Credentials needed(Located in Tass>System Admin>Utilities>API Gateway Maintenance)
+
Credentials needed
 
*Token key
 
*Token key
 
*App Code
 
*App Code
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*Company Code
 
*Company Code
 
*Endpoint
 
*Endpoint
 +
 +
Credentials located in Tass>System Admin>Utilities>API Gateway Maintenance
  
 
Login to Cloudwork Dashboard and click '''Sync Profile'''  
 
Login to Cloudwork Dashboard and click '''Sync Profile'''  

Revision as of 06:03, 23 July 2021

Tass

Split Parents

Split Parent in Cloudwork

Split parents are handled in Cloudwork by assigning either user_code or sfa_num values as usernames

Split Parent handled by user_code

Split Parents created in Tass using user_code are displayed on Cloudwork as:

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


Split Parent by sfa_num

Split Parents created in Tass using sfa_num are displayed on Cloudwork as:

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

tass Setup 2

Click New Sync Profile

tass Setup 2

Select Tass Sync Profile from sync profile types

tass Setup 3

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

tass Setup 4

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.

tass Setup 5

Under User Settings, for each type of users, parents, students, and staff, there are choices sync users, organisational unit, maintain ou for existing users, and actions for users no longer meet the condition web_access = True

By ticking ‘Do not change orgunits for current users', existing users will not be moved to ou set by the previous three fields.

“Action for disabled users” works if users no longer meet the condition web_access = True. Actions include “Do nothing”, “Suspend User”, and “Delete User”.

tass Setup 6

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

tass Setup 7

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

tass Setup 8

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

tass Setup 9

A green flash will show after the attributes are added.

tass Setup 10

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

tass Setup 11

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

tass Setup 12

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

tass Setup 13