Assessment Setup Guide (2024)

Use this Setup Guide to install and configure your Assessment solution u=sing test data. At the end of this Setup Guide you'll have atest envi=ronment which closely mimics a staging or productionenvironment. This= test environment allows your tech team, administrators, and stakeholders t=o test configuration changes being considered for the production environmen=t without an impact on end-users. It is important to note that this test en=vironment is separate and distinct from the sample environment you accessed= during the Quick Start.

This Setup Guide assumes that you have access to acertified Student Information System (SIS), wh=ich provides the data to power the dashboard.

The following steps to get this test environment up and running are very= similar to the steps for setting up a production or staging e=nvironment.

Summary

Step 1.= Install the Ed-Fi Solution
Step 3. Install and Test the Assessment Dashboard
Step 4. Publish the Assessment Dashboard and Plan Your Rol=lout
Step =1. Install the Ed-Fi Solution
Step 3. Install and Test the Assessment Dashboard
Step 4. Publish the Assessment Dashboard and Plan Your R=ollout

More information

This Setup Guide builds on core skills and concepts in the Assessment Qu=ick Start. We recommend running that Quick Start before moving on to this m=ore detailed Setup Guide.

Link:Assessme=nt Quick Start

Solution Overview

This section provides an overview of the components of your Assess=ment solution to provide context for completing the remainder of the Setup =Guide. The diagram below depicts the high-level architecture and component =interactions. Names and acronyms in the diagram are explained below.=

Once you complete this Setup Guide:

Data from your Student Information System "SIS" will flow into your Ope=rational Data Store (ODS) via the Ed-Fi ODS / API.
Credentials and connections betw=een your SIS and the ODS / API will be managed using the Ed-Fi ODS / API Ad=min App.
Data from your Assessment Providers will flow into your Operational Dat=a Store (ODS) via the Ed-Fi ODS / API
Credentials and connections betw=een your Assessment Vendors and the ODS / API will be managed using the Ed-=Fi ODS / API Admin App.
The Assessment Power BI Starter Kitconnects directly to the Ed-Fi= ODS database and the Analytics Middle Tier (AMT) to retrieve data used to =generate your Assessment Dashboard and Reports.

The core components involved in this solution are:

A Student Information System (SIS).
The Assessment Vendor(s).
The Ed-Fi ODS / API & Tools, which include Ed-Fi ODS / API, Ed-Fi A=dmin App, Data Import, and the Ed-Fi Swagger Documentation.
The Ed-Fi Analytics Middle Tier (AMT).
Power BI Desktop, the application chosen to model, create, and deliver =the Assessment Dashboards.
Power BI Online, which allows you to publish the dashboard and manage t=he different users and roles.

The rest of this guide will instruct you on how to:

Install these components.
Connect SIS to the Ed-Fi ODS via the ODS / API.
Connect Assessment Vendor(s) to the Ed-Fi ODS via the ODS / API o=r Data Import.
Connect theAssessment Starter Kit application to your ODS.<=/span>
Use the Assessment Starter Kit to engage and provide support to s=taff, superintendents, principals, and teachers.

Important data security notes:

Adhere to your organization's data security guidelines regarding =student data.
The instructions in this Setup Guide assume you are connecting a =live SIS to the ODS / API for testing purposes.
We recommend using an SIS instance with test data for this wal=kthrough.
If you only have access to production data (i.e., live data about= students), you'll want to ensure the platform is as secure as your product=ion environment. Consult your organization's IT or security resources for s=pecific guidance.

Step 1. Install the Ed-Fi Solution

In this step, you will install the&nb=sp;components of the Ed-Fi solution needed for the starter kit. These compo=nents are:

ODS / API for Suite 3 v5.3
Admin App for Suite 3 v2.3.1
Analytics Middle Tier (latest version)

Basic I=nfrastructure and Prerequisites

The list of infrastructure items you need to be successful is provided b=elow.

Database Server (Windows Server 2016-201=9)withthe following components installed:=20
- PowerShell 5.0.
- .NET Core 3.1 Runtime.
- Microsoft SQL Server 2016 or 2017 Standard (or higher)
Web Server (Windows Server 2016-2019)with the fo=llowing components installed:=20
- .NET Core 3.1 Hosting Bundle.The= .NET Core 3.1 Hosting Bundle is required for running the API on IIS.
  =li>
- Internet Information Services (=IIS). IIS is the web server that will run the ODS / API.

For more details on setting up requir=ed components and software, refer toGetting Started - Binary Installati=oninformation for the ODS / API platform.It is always recom=mended to follow your institution's best practices for maintenance and back=ups.

The install process in the next section will automatically configure all= required components of IIS.

Install Ed-Fi Solution Components

Install the ODS / API for Suite 3 v5.3 by following the instructions fo=r installing the ODS / API in Shared Instance mode here. These instructions w=ill also install the Admin App.
Install the latest version of Analytics Middle Tier by following the AMT Deployment Guide.=

Time to complete

Installing the Ed-Fi Solution usually takesa few hours to =a day, assuming you have access to the hardware and software prere=quisites, and are comfortable working with Windows Server, IIS, and SQL Ser=ver.

The time to configure and coordinate data flowing from a certified SIS s=ystem typically takes anywhere from a couple of hours to a week or =twoof calendar time, depending on the type of SIS.

Install Data Import

Install Instructions for Data Import can be found atPowerShell Installation. D=ata Import can be installed alongside the ODS / API, Admin App or independe=ntly. During installation you will need to acquire a license for&nbsp=;Template Sharing=so you can share templates provided by the community. Data Import con=figuration is also described below.

Install Analytica=l Data Mart

After you have installed Analytical Middle Tier (AMT) on all the ODS sin=gle year instances you can create the consolidated materialized AMT views.&=nbsp; This linked script can be used as a reference to walk you thr=ough the steps necessary. It may be possible to use the above script =as written or it may take some minor modifications to match your environmen=t. Here is a summary of the work that script accomplishes.

Create an analytics schema in your database
Create staging tables for each analytics view
Create indexes for each view on those staging tables
Rebuild the live tables from the staging tables
Include a new column on the final tables to represent the source of the= data which usually represents the ODS instances' school year.
Update the script for each ODS instance. The SecondOdsDb variable= can be used but assumes the AMT tables and structure have already been ins=talled.

Single Year= Instance Modifications

There are a few modifications to the install process needed to more full=y replicate the single year instance mode example data. These setting=s changes are to support the 3 years of sample data and don't directly corr=elate to your single year instance data.

When installing the Ed-Fi Databases, th=e configuration.json file should say
```
"Mode=": "YearSpecific","OdsTokens": [2022,2023,2024],
```
When installing the ODS/API, the parame=ter InstallType should be "YearSpecific". It will look something like=
```
$para=meters =3D @{=09=09...=09=09InstallType =3D "YearSpecific",=09=09...}
```
=When installing AdminApp, the parameter to specify a year specific mode ins=tallation looks something like
```
$admi=nAppFeatures =3D @{=09ApiMode =3D "yearspecific"}
```
=The AMT installation instructions should be installed to each single year i=nstance of the ODS

Step 2. Configure your SIS & Assessment Systems and Lo=ad Test Data

In this step, you will load test data from your SIS to the Ed-Fi ODS / A=PI for it to be available on the Assessment Power BI Dashboard. This step r=equires you to have access toa<=span>certified Student Information System(SIS) capable of sending data= to the Ed-Fi ODS / API.

Add Your Student Information System in the Admin App

Once you have successfully installed the Admin App following the instruc=tions provided above, you can continue to configure Admin App to add your S=tudent Information System (SIS) and Assessment vendors. This configur=ation will allow those vendors to consume and write student data to the Ed-=Fi ODS / API. You can also find instructions for AdminApp configurati=on atAdmin App - =Next Steps.

The first time you open Admin App will ask you to register a new user in= order to get access to the utility. The user you set up can be used =for any future access to the tool. You will also have the opportunity= to create additional users later.

In order to register a new user you will need to provide an email addres=s and create a new password.

As soon as you log in for the first time with your new user, you w=ill see the following page to complete the set up of Admin App. You w=ill need to click the continue button to complete the Admin App's initial c=onfiguration.

Note that the Assessment starter kit is organized to demonstrate the sin=gle year instance model of the ODS/API. These next few steps will sho=w you how to create some example single year instances.

Click on the ODS Instances button to register the 3 single year demonstr=ation instances we configured during the Ed-Fi Databases installation previ=ously.

Click on the "Register a New Instance" button.

Enter a ODS Instance School Year and ODS Instance Description. Notice th=at this must match with what we configured on the Ed-Fi Databases installat=ion. Otherwise, the application will throw an error.

Repeat the instance registration steps to register all 3 ODS Instances.&=nbsp;

After this initial one-time set up you will see a screen like the follow=ing on your subsequent visits to Admin App. You can start by clicking= on the "Global" button within Admin App to configure your Student Informat=ion System (SIS).

Click on the "Add Vendor" button within the Vendors tab to add the asses=sment vendor you will be using with Data Import.

The Namespace prefix should be a URL which includes the domain of the St=udent Information System (SIS) you are using.
<=span class=3D"confluence-embedded-file-wrapper confluence-embedded-manual-s=ize">

After you fill out the information and click on "Save Changes", you shou=ld see the new entry at the bottom of the screen.

Now that the vendor is created, the application needs to be added.= Click on the "Define Applications" button to enter the Application menu. C=lick on Add Application

The application form will describe how the vendor will be used. &n=bsp;Here is an example of how to fill out the Education Organization and Cl=aim Set information.
Note: The Claim Set of "SIS Vendor" is a preconfigured claim set designed =to allow vendors to load all the student information system related informa=tion to the ODS / API.

=

The next screen will provide you a key and secret to be used with import=ing data. These values will be required in your data import configura=tion. Make sure to save this information off somewhere for safekeepin=g.

Finally, the information of the added application is displayed.
=span>

You will then submit the API URL and security information to your =vendor so they can start to load data with you ODS / API.

Once you create an Application in the Admin App, you will store and use= the generated"Key"a=nd"Secret"in the nex=t section.=20
- Note: Treat theKeyandSecretas secure= information for your organization (because it will control student data ex=change from your SIS).
- Store it according to your local IT Security policy. Often this will be= in a password keeper app, on a secure file server, or a similar method.&nb=sp;

Configure Your Student Information System

Each SIS provider has its own vendor-specific configuration tool a=s well as steps to connect to the Ed-Fi ODS / API, perform basic data mappi=ng, provide descriptors, and enable you to begin loading data into your ODS= / API. You will connect your SIS to your ODS / API using the URL, Key and =Secret you generated in the Admin App.

Verify that your SIS supports Ed-Fi data interoperability, and is= certified to use the ODS / API to allow you to use the Assessment Starter =Kit:Registry of Ed-Fi Certif=ied Products - Student Information Systems.
- Note:If your SIS is not listed as Ed-Fi certified, use the ve=ndor request form provided to the right. Ed-Fi canhelp you conveyyour data requirements to your&nbs=p;vendor.
Verify that your district'sSIS version is Ed-Fi certified.<=/span>
If you are not running the current certified version of your SIS =(or newer), update/upgrade to the certifiedversion of your SIS.
Submit a technical support ticket to your SIS vendor= requesting them to enable the Ed-Fi API client functionality for your dist=rict, as well as to provide a product configuration guide.
Follow your SIS vendor's configuration guide for instructions on =how to connect to your ODS / API and load your data.

See theGeneral Reference=page for a list of publicly known vendor c=onfiguration guides.

Map Your District Codes to the Ed-Fi ODS / API Descriptors

Once your SIS is configured to connect with the Ed-Fi ODS / API, the ne=xt step is tomap "code sets" (or descriptors, as the=y are known in the Ed-Fi data standard) from the data elements and codes us=ed in your district's SIS to those you will use in the Ed-Fi ODS / API. To =do this:=20
- Refer to the SIS vendor configuration guide you used earlier in o=rder to locate and use the data mapping tools in your SIS application.
- Proceed with your SIS vendor's data mapping instructions, referri=ng to their configuration guide and the dependency chart provided above to =work through the data mapping and loading in the right sequence.
In the next step, you will use these descriptors to understand ho=w your data is displayed in the Assessment Dashboard.
Refer totheBest Practices for Descriptorspresentation&nb=sp;for more information on how descriptors may be relevant to your use case=.

Let the Data Flow From Your SIS Into the Ed-Fi ODS / API

Quick recap:

Using the Ed-Fi Admin App, you configured your SIS to be able to access= the Ed-Fi ODS / API.
Using the SIS configuration screen for Ed-Fi interoperability, you adde=d the Ed-Fi ODS / API URL,Key and Secret so that it could connect to =the API.
Using the SIS configuration screen for codes and descriptors, you mappe=d your District's codes to the Ed-Fi Standard Descriptors.

Now you are ready to let the data flow into Ed-Fi. Contact your SIS vend=or support team to launch the necessary processes to let the data flow into= the Ed-Fi ODS / API.

Note: It is always a good idea to collaborate with your SIS vendor suppo=rt team so that both of you can monitor any issues preventing data flow fro=m the SIS to the API.Most common issues include network connect=ivity and data quality.

If you run into any issues that r=equire troubleshooting guidance, please do not hesitate to contact your Ed-=Fi Alliance representative via one of the support channels provided in the =introduction t=o this Starter Kit.

Config=ure Your Assessment System and Data

Next, you wi=ll load test data from your Assessment vendor to the Ed-Fi ODS / API for it= to be available on the Assessment Power BI Dashboard. This step requires y=ou to have access to either acertified Assessment Vendorcapable of sending data to the Ed-Fi ODS / API =or a data export file that can be used with Data Import.&nbs=p;

Load via API

Add Your Assessment Vendor in the Admin A=pp

These steps will walk you through creating a assessment vendor in Admin =App and allowing that vendor to access your ODS / API's API. This sec=urity and configuration is needed for the assessment vendor's API to be all=owed to upload your assessment data. You can start by clicking on the "Glob=al" button within Admin App.

Click on the "Add Vendor" button within the Vendors tab to add the asses=sment vendor.

The namespace prefix field you must indicate the domain that your assess=ment vendor uses. For example "uri: //www.curriculumass=ociates.com" would be used for districts using i-Ready. You will =want to set the appropriate domain for the assessment vendor you are using.=

After you fill out the information and click on "Save Changes", you shou=ld see the new entry at the bottom of the screen.

Now that the vendor is created, the application needs to be added.= Click on the "Define Applications" button to enter the Application menu. C=lick on Add Application

The application form will describe how the vendor will be used. &n=bsp;Here is an example of how to fill out the Education Organization and Cl=aim Set information.
Note: The Claim Set of "Assessment Vendor" is a preconfigured claim set de=signed to allow vendors to load assessment information to the ODS / API.

The next screen will provide you a key and secret to be used with your v=endors API. You will share this information with your assessment vend=or so they can connect their API to your ODS / API. Make sure to save= this information off somewhere for safekeeping.

Finally, the information of the added application is displayed.
=span>

Configu=re Your Assessment Vendor

Each Assessment vendor has its own vendor-specific configuration t=ool as well as steps to connect to the Ed-Fi ODS / API, perform basic data =mapping, provide descriptors, and enable you to begin loading data into you=r ODS / API. You will connect your vendor's software to your ODS / API usin=g the URL, Key and Secret you generated in the Admin App.

Verify that your assessment vendor supports Ed-Fi data interopera=bility, and is certified to use the ODS / API to allow you to use the Asses=sment Starter Kit:Registry of Ed-Fi Certified Pr=oducts - Assessment Vendors.
- Note:If your assessment vendor is not listed as Ed-Fi certifi=ed, use the vendor request form provided to the right and switch to the dat=a import steps. Ed-Fi canhelp you conveyyour data require=ments to yourvendor.
Submit a technical support ticket to your Assessment vendor reque=sting them to enable the Ed-Fi API client functionality for your district, =as well as to provide a product configuration guide.
Follow your Assessment vendor's configuration guide for instructi=ons on how to connect to your ODS / API and load your data.

Map Your Assessment Codes to the Ed-Fi ODS / API Descriptors

Once your Assessment Vendor is configured to connect with the Ed-Fi ODS= / API, the next step is tomap "code sets" (or descriptors, as they are known in the Ed-Fi data standard) from the data element=s and codes used in your vendor's assessment results to those you will use =in the Ed-Fi ODS / API.
In the next step, you will use these descriptors to understand ho=w your data is displayed in the Assessment Dashboard.
Refer totheBest Practices for Descriptorspresentation&nb=sp;for more information on how descriptors may be relevant to your use case=.

Let the Data Flow From Your Assessment Vendor Into the Ed-Fi= ODS / API

Quick recap:

Using the Ed-Fi Admin App, you configured your assessment vendor to be =able to access the Ed-Fi ODS / API.
Using the Assessment vendor's configuration screen for Ed-Fi interopera=bility, you added the Ed-Fi ODS / API URL,Key and Secret so that it c=ould connect to the API.
Using the Assessment vendor's configuration screen for codes and descri=ptors, you mapped your Assessment codes to the Ed-Fi Standard Descriptors.<=/li>

Now you are ready to let the data flow into Ed-Fi. Contact your assessme=nt vendor support team to launch the necessary processes to let the data fl=ow into the Ed-Fi ODS / API.

Note: It is always a good idea to collaborate with your assessment vendo=r support team so that both of you can monitor any issues preventing data f=low from the SIS to the API.Most common issues include network =connectivity and data quality.

Load via Data Import

TheData Import toolis usedfor loading export files (typi=cally in CSV format) generated by the assessment vendor portal or one of th=eir automated services. There are 5 steps to load this assessment data to t=he ODS:

Create the App using Admin App
Configure the Import Configuration
Import the template
Upload the file
Execute the Data Import

Note:Data Import uses the ODS / API to load the assessment data.=p>

Continuously loading data via Data Import to maintain "live" data requir=es an automated data feed from the assessment vendor and additional schedul=ing steps which are not included here.

Add Your Assessment Vendor in the Admin= App

These steps will walk you through creating a assessment vendor in Admin =App and allowing that vendor to access your ODS / API's API through the Dat=a Import tool. This security and configuration is needed for the asse=ssment vendor's to upload your students' assessment data files. You can sta=rt by clicking on the "Global" button within Admin App.

Click on the "Add Vendor" button within the Vendors tab to add the asses=sment vendor.

After you fill out the information and click on "Save Changes", you shou=ld see the new entry at the bottom of the screen.

Now that the vendor is created, the application needs to be added.= Click on the "Define Applications" button to enter the Application menu. C=lick on Add Application

The application form will describe how the vendor will be used. &n=bsp;Here is an example of how to fill out the Education Organization and Cl=aim Set information.
Note: The expanded Claim Set of "SIS Vendor" is needed for Data Import to =work against the ODS / API. This is a preconfigured claim set.

Finally, the information of the added application is displayed.
=span>

Configure the API in Data Import

The first time you log in to you Data Import application you will see a =log in screen. You will need to create a user for this site by clicki=ng on the register link.

Enter an email address and password to get access to data import.

Now you can log in to the Data Im=port application.Under the Admin tab, select the "Configuration" menu= item. This is where you will configure Data Import to access the ODS= / API.

Click on the "Ed-Fi API Connections" button to configure the conne=ction to the API.

=span>

The next step is to add an =API connection which you can do by clicking on the "Add API Connection" but=ton.

Enter the API data and then the key and secret generated in the previous= Admin App configuration step. Test the connection and confirm appropriate =credentials. Click on Save Changes. The API Connection Name should ma=tch the name used in Admin App.

<=/p>

The new connection should appear in the API Connections list.
<=span class=3D"confluence-embedded-file-wrapper confluence-embedded-manual-s=ize">

Go back to the Configuration menu item in the Admin dropdown to configur=e Admin App for template sharing service. Template sharing is a way to re-u=se existing assessment vendor templates. In the configuration page, click o=n Authorize to add the API key and secret. You canrequest a key and secrethere if you do not already have one.

Enter the provided key and =secret and confirm by clicking on "Test Template Sharing Service Connection=".

Finally, click on the 'Update Configuration' button to save your changes=.
<=/span>

Impor=t the Template in Data Import

In= this example, we will use the i-Ready template to describe how the data fi=le is formatted. To start, click on the Admin menu and select "Template Sharing".

In= "Template Sharing", search for your template. Here we are searching =for I-Ready's template that supports the Suite 3 ODS. You can do this= by searching for "I-Ready" in the template name and then clicking on the "=Filter" button. You can see the Suite 3 template found in the top of =the search results. Click on the View link to continue.

At= the bottom of the template, you can click on the "Import Template" button =to use the pre-configured template for your assessment vendor.

Th=e next step is to add the agents. This option is under the Agents Menu item= inside of Configure.

Cl=ick on "Add Agent".

Fi=rst, we create the ELA Agent.In the API connection, we select the con=nection that we created for the assessment vendor. Make sure the Agent's "E=nabled" is selected.In Add Data Map field select "C=A-iREADY_ELA" and click on Add Map.

In= Bootstraps, select all bootstraps except CA-IREADY_Assessment_MATH. Finall=y, click on 'Save Agent'.

No=w, we need an i-Ready Math Agent. Click on 'Add Agent' and fill the fields.= In 'Add Data Map' select "CA-IREADY-MATH". In Bootstraps, select all boots=traps except "CA-IREADY_Assessment_ELA". Finally, click on 'Save Agent'.

Th=e two agents created should be displayed in the list now.

Upload a File to Da=ta Import

With the Data Import completed, click on Agents in the Configure dropdow=n. On the iReadyELA Source line, click the Upload icon under Actions.
=

For ELA we are going to load the sample data filefound in th=e Quick Start VM
C:\Ed-Fi\SampleData\i-Ready=\new_comprehensive_student_diagnostic_acti=vity_ela.csv
<=/span>

The agent will show that a file is uploaded in the "Files" column.

We can also load sample data For Math by selecting upload for iReadyMath=. The sample data file can be located in the Quick Starter VM
<=em>C:\Ed-Fi\SampleData\i-Ready\new_comprehensive_student_diagnostic_activity_math.csv.

Data I=mport: Execute Data Import

When the configuration is completed and the data files are loaded, impor=t the data in:c:\inetpub\wwwro=ot\Ed-Fi\Data Import\DataImport.Server.TransformLoad

Run theDataImport.Server.TransformLoad.exe execut=able

A successful executable file should look like this:

If you receive an error message, double check your connection to t=he ODS and review mapping configuration and data files to ensure they match=.

You can check the Data Import upload status in the Activity dropdown. Th=e summary information will show you how many records were found in each Dat=a Import.

You can also query the Assessment table in Ed-Fi ODS to verify that it r=eturns data related to your most recent import.

If you run into any issues that require troubleshooting guidance, =please do not hesitate to contact your Ed-Fi Alliance representative via on=e of the support channels provided in the introduction to this Starter Kit.

=
Step 3.Install and Test the Assessment Dashboard

In this step, you'll install Power BI prerequisites, as well as download= and run the Assessment Dashboards.

Prerequisites

At this point, you should have an operational Ed-Fi ODS / API with data= flowing from your SIS.
Additionally, you should have installed the AMT views on your ODS datab=ase.
You will also need a machine that has access to the ODS database and ha=s Power BI Desktop installed.

Install Power BI Desk=top

The Assessment Dashboard was built with Microsoft's Power BI Desktop app=lication.

To run the dashboard you will need a machine with:

Access to the database server where you installed the Ed-Fi ODS databas=e
Power BI Desktop that can be downloaded at this link:https://powerbi.microsoft.com/en-us/downloads/

=Download and Configure the Assessment Dashboard

The latest version of theAssessment Power BI Dashboard file is loc=ated in a GitHub repository.

Use the machine that has Power BI and create the following folder struct=ure: C:\Ed-Fi\QuickStarts\Assessment\.

Save this file onto that location by clicking this link: https://github.com/Ed-Fi-Alliance-OSS/Ed-Fi-Starter-=Kit-Assessments/raw/main/AssessmentModels/Assessment+Starter+Kit.pbix.

Once the download completes, navigate to the folder where you downloaded= the file and double-click it. This should open Power BI and load the Asses=sment Dashboard as depicted below:

The data that is pre-populated is the sample "Grand Bend ISD" populated =template.

To connect to your Ed-Fi ODS, use the top menu and navigate to Home and =then Transform Data. Click the dropdown arrow and select "Data source setti=ngs".

When the modal opens click on the "Change Source..." button.

A second modal will popup with inputs to configure your SQL Server serve=r connection. Use the IP address or the hostname of the server that contain=s the database. Then input the name of your Ed-Fi ODS database. Usually the= name of your database will be Ed-Fi_ODS.

Depending on your organization's security configuration, you may use int=egrated or SQL server security.

Once you click =E2=80=98OK=E2=80=99, you will see SQL statements. =Click =E2=80=98OK or =E2=80=98Run=E2=80=99

Additionally, it might show you the following screen:

This is where you can switch from Windows Integrated Security to MsSQL s=ecurity if you desire.

Proceed to click on connect and accept the defaults.

You will see a screen that will load data from your ODS like the one bel=ow. Note that it might take a minute or two to finish loading. This depends= on the amount of data and students you have in your Ed-Fi ODS.

Once it loads, the Assessment Dashboard will display your data.

If you haven't already, visit theAssessment Dashboard Walkthroughto learn mo=re about how to use the Assessment Dashboard.

Step 4. Publish the Assessment Dashboard and Plan Your Rollout

The final step is to publish the Assessment Dashboards to Power BI= Online. This release is targeted to your internal test users, allowing the=m to log in, view, use, and test the data visualizations. At the end of thi=s step, you will be able to plan your rollout and deployment.

Basic Power B=I Online Setup

We will guide you through some of the basics around Power BI Online.

For this dashboard to work you will need:

A subscription to Power BI Online
A few users created in Office 365
A Workspace to be able to publish the dashboard

Creating Users= in Power BI Online

If you already have users created in your Power BI account you can skip =to the next section.

To create users follow these simple steps:

Login to Power BI Online
Click on the menu on the top left= of the screen and select&nbsp=;as depicted below.

This will open the 365 admin center. From here click onbutton indicated on the image below.

This will open a modal window that will allow you to add a user. Follow= the instruction on that modal to create a user.
It is important to note that the user's email address in P=ower BI should be the same as the ones in you SIS and in the Ed-Fi ODS. Thi=s is how we match the user that is logged in with a role in the Ed-Fi ODS.<=/span>
You can repeat this process to add all the users that will be accessing= the Assessment Dashboard on Power BI

Creati=ng a Workspace to Hold the Dashboard

Back on the main screen of Power BI Online, click on the menu icon and t=hen on the "Workspaces" subsection, which expands a side modal. At the bott=om, click on the "Create a workspace" button to toggle a slide-out form on =the right. This slide out form allows you to create and name the workspace.= For this demo we named it "Ed-Fi Demonstration Workspace".

At this point you are done with this step.

Publishing the Dashb=oard

OpenPower BI Desktop and Sign in with the account that has access =to publish to Power BI online.

Proceed to locate and click on the "Home =E2=86=92 Publish" menu entry a=s depicted below.

This will open a modal popup window. Select the workspace you created in= the section above and click on the "Select" button.

In a few seconds you will see the modal popup indicating that it is publ=ishing. When complete you will see a "Success!" message.

To confirm, we recommend that you login to Power BI Online and ensure yo=u can see the Dashboard.

To do this, open your favorite browser and navigate tohtt=ps://powerbi.microsoft.com/and login.

Click on your workspace and you should see the "AssessmentDashboard" in =the list.

Enabling Securi=ty on the Report

The report comes configured with a "Dynamic Security Role". To enable it= in Power BI Online, follow these steps:

Open your browser and navigate to Power BI Online. Then proceed to open =the workspace where you published the "Assessment Dashboard" report. Ensure= that the "All" submenu has been selected, and click on the context menu fo=r the row showing the "Dataset". In the context menu select the security op=tion.

In the Row-Level Security page, ensure you click the "Dynamic Role."&nbs=p; Then add either a role or an individual user who will be able to view th=e report.

Click on the "Save" button once you are done adding groups or users to t=he members section .

To test the security, hover over the "Dynamic Role" and click on the con=text menu then select "Test as role"

This will load the report and you should see the widgets show blank data= as the user you are using willmost likely not be part of the securit=y.

On the top blue menu, click on "Now viewing as: Dynamic Role" and enter =the email of a previously configured user. In this case, we are going to us=e David Wilson who is a District Superintendent for Grand Bend ISD. This is= our sample data set. The report will show data specific to that user profi=le.

Explore by impersonating other users.

Here is a screenshot impersonating Alicia Cameron who is a principal at =Grand Bend High.

As you can see, this user's widget numbers are reduced as she can only s=ee students associated at the high school level.

When an actual user logs in, the data will be filtered specificall=y to that user=E2=80=99s profile.

I=nviting & Sharing the Workspace With Users

There are a few ways you can allow users to see the dashboa=rd you previously published to Power BI Online. The easiest is to grant per=missions to individual users or groups. Here are the steps you need to foll=ow to grant users access:

In Power BI Online, navigate to Workspaces and select the w=orkspace you created previously. Make sure that you select "All" in the wor=king panel submenu. This way you will see the "Report" and the "Dataset" li=sted in the grid.

Hover on top of the "Report" and a share icon will appear. =Clicking on it will show a right slide out form. In this form you can searc=h for users by name or email and share the report with them.

Please note that there are a few checkboxes that give you a=dditional options. Review them carefully as they allow for additional shari=ng and editing options.

Continue adding users by searching for them by name or email.

Once done, click on the "Share" button.

In a few seconds you will see a confirmation modal mentioni=ng that the report has been shared successfully!

Additional Recommended Reading and Live Dataset Connectivity

We recommend reading the following articles. They explain how to setup a= live database connection from Power BI Online to your Ed-Fi ODS SQL Server= database.

Establish a Power= BI service live connection to the published dataset
Connect to on-premises data sources with a Power= BI gateway
Azure SQL Database with DirectQuery

Success! You are Ready to Plan Your Rollout a=nd Production Deployment With Your Team.

At this point you have completed all the steps required to launch your "=Assessment Dashboard" with your organization. You are now in a position to:=

Verify functionality and support from key systems
Explore the dashboard (follow the use cases and guide described in:&nbs=p;Assessment Dashboard Walkthroughto he=lp you and your users)
Understand what resources and technical skills you need to support it=li>
Test this solution with your key audiences in a pilot (Note: it is reco=mmended to have a small pilot group so that they help by looking at data an=d provide feedback on the displayed metrics)
Plan and conduct a production rollout of your solution

Note

Regarding identity mapping, it is important to note that a user'=s email address in Power BI Online should match the email in your SIS and i=n the Ed-Fi ODS. This is how the Dashboard matches the user that i=s logged in to a role in the Ed-Fi ODS.

Assessment Setup Guide (2024)

Solution Overview

Step 1. Install the Ed-Fi Solution

Basic I=nfrastructure and Prerequisites

Install Ed-Fi Solution Components

Install Analytica=l Data Mart

Single Year= Instance Modifications

Step 2. Configure your SIS & Assessment Systems and Lo=ad Test Data

Add Your Student Information System in the Admin App

Configure Your Student Information System

Map Your District Codes to the Ed-Fi ODS / API Descriptors

Let the Data Flow From Your SIS Into the Ed-Fi ODS / API

Config=ure Your Assessment System and Data

Add Your Assessment Vendor in the Admin A=pp

Configu=re Your Assessment Vendor

Map Your Assessment Codes to the Ed-Fi ODS / API Descriptors

Let the Data Flow From Your Assessment Vendor Into the Ed-Fi= ODS / API

Add Your Assessment Vendor in the Admin= App

Configure the API in Data Import

Impor=t the Template in Data Import

Upload a File to Da=ta Import

Data I=mport: Execute Data Import

= Step 3.Install and Test the Assessment Dashboard

Prerequisites

Install Power BI Desk=top

=Download and Configure the Assessment Dashboard

Step 4. Publish the Assessment Dashboard and Plan Your Rollout

Basic Power B=I Online Setup

Creating Users= in Power BI Online

Creati=ng a Workspace to Hold the Dashboard

Publishing the Dashb=oard

Enabling Securi=ty on the Report

I=nviting & Sharing the Workspace With Users

Additional Recommended Reading and Live Dataset Connectivity

Success! You are Ready to Plan Your Rollout a=nd Production Deployment With Your Team.

=
Step 3.Install and Test the Assessment Dashboard