Resolving threshold issues is now easier than ever
You are now able to see changes between the last two imports. On the Import Rosters page, select the import you want to view, scroll down to the errors section and click the "Show Actions" button.
A list of changes between the past two imports will display on the page. This list can be ordered by action, line, sourcedId, and notes.
If the changes look acceptable, then scroll to the top of the page and click "Override Thresholds" to allow the import to pass.
Add manual records after your import
Manual records allows you to create users and enrollments without having to import a new set of data.
To add a user, navigate to the Manual Records section, click Users, and then the Add User button.
In the menu that appears you can set the properties for the user. Fields with a * are mandatory.
After adding a user, you can then edit their information by clicking the blue pencil, or delete the user by clicking the red trash can under Actions.
Adding enrollments is done in a similar way; click Enrollments, and then the Add Enrollment button. Then, select the users you wish to add enrollments for, and the classes you want them to be enrolled in. Enrollments can also be edited and deleted.
Delete users and enrollments can be viewed by toggling Show Deleted.
If you wish to restore a deleted user or enrollment, simply click the restore button under Actions.
Advanced permissions for vendor applications
Setting Advanced Permissions to ON allows you greater control of which users and classes get sent to a vendor. This allows you to export a class without also exporting the entire associated course and org.
Note: By default, unenrolled users will be left out of advanced permission controls. This means that even if a users exists in a selected org, they will not export unless they have one or more enrollments.
The number of orgs and courses you select from basic permissions will determine the number of classes and users selected.
By manually adding classes to the selection, you also increase the number of users selected.
You also have the option of removing users who you do not want to be included in the export. Classes and Users who were added as a result of a Course or Org selection, (i.e. by dependency) will have a green check mark box. Classes and Users who were manually added will have a blue check mark box.
Fix your data with the Roster Server preprocessor
The Roster Server preprocessor is an option for districts to adjust their data so that it is OneRoster compliant. Using the preprocessor, you are able to append users, enrollments, orgs, academic sessions, courses, and classes to existing files. You are also able to auto-generate enrollment dates, bulk modify usernames, set primary orgs for users, remove certain values in a column, and even populate columns with cell values derived from other columns.
To use the preprocessor, first head to the tab underneath Settings.
If you have never created a custom preprocessor config before, this page will be blank. To start, click on "Create New Config"
Set the name of your config so that you know what it does. You can also change the System Name and System Version.
If your data set has demographics and resources, check the boxes to include them in the import, otherwise Roster Server will not acknowledge them.
More information on all of these can be found in the Roster Server Features page.