How do I configure OneRoster SIS Sync Settings?

This articles describes the various configuration options when using the OneRoster SIS Sync. For more information on the OneRoster SIS sync, see:

OneRoster SIS Sync FAQ
How do I enable the OneRoster SIS Sync?

Echo's OneRoster SIS Sync feature has several configuration options so that users, courses and enrollments are created and managed correctly for your school. If there multiple schools in your district that use Echo, these settings should be configured in the district domain.

To configure your OneRoster SIS Sync settings, log into your sandbox testing domain and open the More menu on the Admin > Domain screen, and select SIS sync.

If you have not specified sync settings in your domain or want to change them, click Edit settings.

On the General settings card:

• Choose your Time zone for courses and enrollment dates.
• Provide the Email addresses to which you want sync notifications sent. Notifications are sent after each sync and outline successes and any failures.

On the Course settings card:

• Check the boxes to automatically:
  • Create a base course for each domain in the uploaded file. This will create an uber-Base course for each subject(secondary) or grade level (elementary) that can be used for collaboration or distributing managed curriculum. Content created in these courses will flow into the teacher Base course.
  • Create a base course for each teacher in the uploaded file. Each teacher should have their own base (Base) course so that their edits do not affect other teacher's courses. In most cases, you will want this option selected.
  • Create a teacher base course for each SIS term in the uploaded file. This will create a unique Base course for each term. If selected, section/class derivatives will be created under the term base course. If not selected, the teacher base course will be reused each term.    
    
• Use the dropdown to indicate whether you want to Delete or Do nothing with Un-shared courses (Un-shared courses are courses that exist in Echo but not in your SIS). Selecting Do Nothing allows you to manually create and use courses for unique purposes (i.e. student clubs, internal staff development). Selecting Delete would remove any course not defined by your SIS.

On the Enrollment settings card:

• Choose which role in Echo you want teachers to be given when a course is added.
  • Teacher can author content and grade student work, but can not manage student enrollments or delete a course. This role is typically used when an SIS sync is used.
  • Owner has all the permissions of a teacher, but can delete courses and edit student  enrollments. These actions may interfere with the SIS sync operations.
  • Teacher-Owner allows teachers to manage enrollments but not delete courses (prevents accidental deletion). Manually adjusting enrollments my interfere with the SIS sync operations but gives teachers drop students if "Do Nothing" is selected below.
• Choose which role in Echo you want students to be given on upload. Typically Student is used.
• Use the dropdown to indicate which of the following you want to do with Un-shared enrollments on upload (Un-shared enrollments are enrollments that exist in Echo but not in your SIS):
  • Do nothing - best if you want some flexibility in enrolling team teachers, teaching assistants, or other atypical enrollments, but students may need to be manually dropped from courses. Teachers may need to be granted Teacher-Owner permissions to manage enrollments.
  • Mark as inactive - teachers can still access grades of inactive students if needed
  • Mark as withdrawn - teachers can still access grades of withdrawn students if needed
  • Delete - All data associated with the enrollment will be removed and can only be recovered by a system administrator.
• Check the box if you want to Ignore start and end dates from the SIS and use them from Echo. This option keeps enrollments in courses tied to the course start and end dates rather than what is defined by the SIS.

On the User settings card, use the dropdown to indicate which of the following you want to do with Un-shared users on upload (Un-shared users are users that exist in Echo but not in your SIS):

• Do nothing - a system administrator will need to deactivate these users manually
• Mark as inactive - keeps the user and their data in the system for reference, but inactive users won't count against your license agreement (recommended)
• Delete - removes all data associated with account

When done, click Save.

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