Difference between revisions of "TASS Sync Profiles"
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==Split Parents== | ==Split Parents== | ||
===Split Parent in Cloudwork=== | ===Split Parent in Cloudwork=== | ||
| − | Split parents are handled in Cloudwork by | + | Split parents are handled in Cloudwork by determining whether both Parents have the same or different '''user_code''' |
| − | ====Split | + | ====Split Parents with different user_codes==== |
| − | Split Parents created in Tass | + | Split Parents created in Tass with user_codes are displayed on Cloudwork as: |
| − | [[File:tass_split_parent-1.png|1100px|center|frame|Splits Parents in User List using | + | [[File:tass_split_parent-1.png|1100px|center|frame|Splits Parents in User List using different user_codes]] |
[[File:tass_split_parent_2.png|500px|center|frame|Parent 1 using user_code for username]] | [[File:tass_split_parent_2.png|500px|center|frame|Parent 1 using user_code for username]] | ||
| − | [[File:tass_split_parent_3.png|500px|center|frame|Parent 2 user_code for username]] | + | [[File:tass_split_parent_3.png|500px|center|frame|Parent 2 using user_code for username]] |
| − | ====Split | + | ====Split Parents with same user_code=== |
| − | Split Parents | + | 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. |
| − | [[File:tass_split_parent_4.png|1100px|center|frame|Splits Parents in User List using sfa_num]] | + | [[File:tass_split_parent_4.png|1100px|center|frame|Splits Parents in User List using usercode and sfa_num]] |
| − | [[File:tass_split_parent_5.png|250px|center|frame|Parent 1 | + | [[File:tass_split_parent_5.png|250px|center|frame|Parent 1 usercode and sfa_numfor username]] |
| − | |||
| − | |||
| + | [[File:tass_split_parent_6.png|250px|center|frame|Parent 2 usercode and sfa_num for username]] | ||
==Cloudwork Syncing Instructions== | ==Cloudwork Syncing Instructions== | ||
Revision as of 06:27, 23 July 2021
Contents
Tass
Split Parents
Split Parent in Cloudwork
Split parents are handled in Cloudwork by determining whether both 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:
=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.
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
Click New Sync Profile
Select Tass Sync Profile from sync profile types
Under Basic Settings, input a simple description for this profile, and credentials provided by Tass.
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.
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”.
Save the settings, there will be a green flash showing the creation is successful, and the information input creates a successful connection with TASS
Scroll down, there will be 3 tables showing custom attributes for parents, students, and staff.
Click Edit for three tables and add custom attributes for three types of users.
A green flash will show after the attributes are added.
Click Force Sync for pulling users from Tass. A green flash shows the pulling process is successful.
In the sync details table, the pulling result of three types of users will be shown here.
Heading to Users, select a pulled user, the extra attributes will be added.
