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Ed-Fi Beginning of Year Setup


Prior to publishing for a new school year, you must enable the school year in the PowerSchool Data Exchange (DEX) configuration. Use one of the following processes to enable the new school year for Ed-Fi publishing:

Enable School Year in Existing Profile - If your state's Endpoint and Authentication URLs have not changed, you can use the same profile as the previous school year.

Enable School Year in New Profile - If your state's Endpoint and Authentication URLs have changed, create a new profile prior to enabling the new school year.

Enable School Year in Existing Profile

Configure PowerSchool Data Exchange

  1. On the start page click the School link at the top of the page and choose District Office from the pop-up menu.
  2. Choose System under Setup in the main menu.
  3. Under Data Exchange, click General Setup.
  4. Select the Profile Name.
    Important Note: All Communication Settings, including LEA settings, are profile specific. Verify that you have selected the correct profile before making changes.
    1. Select the checkbox next to the School Years for which you are publishing.
      Note: Refer to your Release Notes for more information on when the new school year (i.e., 2018-19 checkbox) was added to the options.
  5. Click Save.

Run “Publish Missing” or “Publish All” for each category on the Ed-Fi Dashboard a few days prior to state funding deadlines and at the beginning and end of the school year to verify that all records are updated to the state ODS.

Ed-Fi Dashboard

The Ed-Fi Dashboard profile links are located on the main menu, under the Data Exchange heading. Links to the Ed-Fi Dashboards will display if the DEX plugin is enabled and the Ed-Fi profile setup is complete.

  1. On the start page, choose a profile under Data Exchange in the main menu. This will open the Ed-Fi dashboard for the selected profile.

Periodically review the Ed-Fi Reporting page to ensure “On Demand” categories like Attendance are scheduled to run.

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