Introduction

A Student Rollover is a process that involves registering Student Accounts, deleting Student Accounts that are no longer needed, and optionally sorting all Student Accounts into Classes.

Additionally, a SAML-linked School can use student SAML NameIDs to accurately match with existing Student Accounts, while also linking new Student Accounts with their SAML credentials. This is important to prevent accidental account duplication.

Depending on the SAML NameID format that was chosen during SAML setup, this process may require administrator access to the SAML Identity Provider (e.g. Azure) in order to export a list of students that includes their SAML NameIDs.

Getting Started.

From the School Administration menu choose SMART Tool. 

Stage 1.

Export a student spreadsheet from your school’s SIS/SMS or SAML Identity Provider that contains all the students in the school, and includes the columns:

• First Name - required
• Last Name - recommended for matching with existing Student Accounts
• Student ID - recommended for accurate matching with existing Student Accounts
• NameID - recommended for SAML account linking, and required for linking new Student Accounts with their SAML credentials
  e.g. Azure user.objectid or user.userprincipalname
• Class - optional
  

Click Next to proceed to Stage 2.

Stage 2.

Select your student spreadsheet file and click Next.

Stage 3.

The next page will try to automatically match your Student-Import Records with the EdAlive Central Student Accounts based on their SAML NameIDs, Student IDs or First and Last Names.

You can manually match additional students by selecting a Student-Import Record and an EdAlive Central Student Account and clicking the Match/Merge button.

If a significant number of Student Accounts show an incorrectly unmatched status, consider going back to Stage 1, adjusting the student spreadsheet to include matching Last Names and/or Student IDs and then selecting the Student-Import File again.

Ensure that Student Accounts are matched where possible to prevent duplicate Student Accounts from being created.

Any existing Student Accounts that remain unmatched because they are not represented in the Student-Import File should be marked for deletion.
To do this, click Select Unmatched and then click Delete.

Click Next to proceed.

Stage 4.

If a Class column was included in the Student-Import File, Step 4 will display a summary of the Classes as they will be in the School after this rollover process is completed. If a Class column was not included, skip ahead to Stage 5.

• There may be one or two options on this page, depending on whether they are currently relevant to your school.
• For a full school rollover, it is recommended that you choose Remove for each available Class summary option.

Click Next to proceed.

Stage 5.

Click the Save & Apply button.

The student rollover will then be applied.

Once the rollover is complete you will see the Manage Classes page where teachers can be assigned to classes.