To configure your PowerSchool to accept Roster Server connections, head into the API and follow this path:
The file you need to upload is available in Roster Server console under the settings page.
You will need to edit the OneRoster.xml file:
Click on the OneRoster.xml file and open in Notepad.
There are four values that we recommended filling out.
- change <DistrictName> on line 5 to your district's name.
- change <DistrictName> on line 10 to your district's name.
- change <EmailAddress> on line 11 to your email address.
- Make sure to remove the <> characters in the quotes for name, publisher name, and contact email.
- There is a hidden character limit on the name and publisher name. If the .xml does not import successfully, try reducing the number of characters for these fields.
To differentiate this connection from the others, have the name set as "ClassLink"
Once you are finished editing the file, save and close it, then upload to PowerSchool. Select the XML plug-in installation file and select "Install". The plug-in will appear in the "Installed Plugins" section.
Scroll down to enable your newly created plugin. Select the "Enable" option on the "Plugin Management Dashboard" page for the plug-in.
Head to the Data Provider Configuration page to retrieve your key and secret. Choose "Data Configuration" to view the oAuth credentials that were generated for the plug-in. Record the values for the "Client ID" and "Client Secret". Before closing the window, set the Maximum Page Size to 1000 and click ‘Submit’.
These values, along with the URL will go in the Connector Settings inside ClassLink Roster Server.
Log into ClassLink, click on your Roster Server app (or click on your ClassLink Management Console app, then click on “Roster Server” from the left frame). You can also access the Roster Server Console by logging in through https://console.oneroster.com.
Click on Settings > General.
Under SIS Connector Settings, click “Choose” to select your SIS (PowerSchool).
Enter your PowerSchool URL and the retrieved Key and Secret.
Click “SAVE” in the bottom right corner.
Click “Test Connection” and a message of success will appear.
Turn the “Enabled” switch on.
Click “Run Connection” (This may take a while)
Above, under Importer Settings, turn the “Sync” button on and choose a sync schedule.
Click on Import Rosters > Import Now and your files will appear. This document will help as well.
Go back to the left frame menu and click Applications to choose the applications to roster. This document will help as well.
Additional Settings (For new setups)
The PowerSchool API connector has additional settings which should be turned on for new districts. Merge Users prevents an issue regarding duplicate users in PowerSchool's data. Make sure the Merge Criteria field is set to "hash" and Match Criteria for Hashing is set to "username" and make sure Alternative userSourcedId is enabled.
These settings will ensure that there are no duplicate user entries for the same user and maintains uniqueness of the sourcedIds across all staff members who teach at multiple schools.