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Ed-Fi Credential Application

Ed-Fi Credential Application: Overview

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The Ed-Fi Credential application can be accessed through the WISEhome menu as with other WISE applications so long as you have the appropriate security. It is likely only a select number of people (maybe even only one) will have access to the Ed-Fi Credential application. The first time you open the application you will need to accept the terms of use popup that displays. Once you set up your student information system (SIS), special education information system, behavior & discipline systems, financial management system, or other technology providers (vendors), you generally will not have to access this application again unless you change your technology provider.

On the Ed-Fi Credential application, you will see your vendor subscriptions. If you have already subscribed to any vendors, you will see them listed. The next section of the tutorial will cover how to add a vendor subscription followed by a section on how to add specialized vendors (special education information system and/or behavior & discipline systems).

If you are converting from one vendor to another, please submit a WISEsupport ticket to ensure your vendor subscriptions are properly configured. For more information, visit the SIS Conversion Guidance page.

Adding a Vendor Subscription

Adding a vendor enables them to view and/or enter data that will be submitted on your behalf to the Department of Public Instruction (DPI) for reporting purposes. You will only be able to add a vendor that has been certified as integrated with the Ed-Fi API. For a list of vendors and their certification status, refer to the Vendor List.

NOTESome vendors have multiple products. If you are staying with the same vendor but migrating to a different product, subscription changes are required for both the existing product and the new product.

READ ONLY Vendors

'Read Only' vendors do not require year conditions or changes to SIS, Discipline, Special Education or Finance. They can be added and/or removed at will.

I’m new to all this and need to add a SIS

What to do:

  1.  Add the SIS of your choice.
Prior Configuration New Configuration
  • None
  • SIS A - Write on all student data. No year conditions set.

    • New key/secret for new subscription

  • 1 key/secret

 

I’m new to all this and need to add a SIS as well as a SpEd vendor

What to do:

  1. Add the SIS and SpEd vendor of your choice.
Prior Configuration New Configuration
  • None
  • SIS A - Write on all student data. No year conditions set.

    • New key/secret for new subscription

  • SpEd A - Write on SpEd data. No year conditions set.

    • New key/secret for new subscription

  • 2 keys/secrets

I’m new to all this and need to add a SIS, SpEd, and Discipline vendor

What to do:

  1. Add the SIS and SpEd vendor of your choice.
Prior Configuration New Configuration
  • None
  • SIS A - Write on all student data. No year conditions set.

    • New key/secret for new subscription

  • SpEd A - Write on SpEd data. No year conditions set.

    • New key/secret for new subscription

  • Disc A - Write on discipline data. No year conditions set.

    • New key/secret for new subscription

  • 2 keys/secrets

Switching SIS vendors for the new school year; old SIS will manage the old data

What to do:

  1. End SIS A in the last year of reporting use.

  2. Start SIS vendor B of your choice for the new school year.

    1. New key/secret

Prior Configuration New Configuration
  • SIS A - Write on all student data. No year conditions set. 

    • Existing key/secret

  • SIS A - Write on all student data. No access after last school year of use.

    • Existing key/secret

  • SIS B - Write on all student data. Read Only prior to the new school year of use.

    • New key/secret for new subscription

  • 2 keys/secrets

Switching SIS vendors for new school year, and the old SIS is going away

What to do:

  1. Add SIS vendor B of your choice.

    1. New key/secret

  2. Unsubscribe from SIS A.

Prior Configuration New Configuration
  • SIS A - Write on all student data. No year conditions set.

    • Existing key/secret

  • 1 key/secret

  • SIS B - Write on all student data. No year conditions set.

    • New key/secret for new subscription

  • 1 key/secret

FINANCE Vendors

Financial data has no overlap with student data. It is managed completely separately.

Adding a new Finance vendor

What to do:

  1. Add Financial vendor A of your choice.

Prior Configuration New Configuration
  • None
  • Financial vendor A - Write on locals. No year conditions set.

    • New key/secret for new subscription

  • 1 key/secret

Switching Finance vendors for the new school year, and the old vendor will manage the old data

What to do:

  1. End Financial vendor A subscription in the previous school year.

  2. Start Financial Financial vendor B for the new school year.

Prior Configuration New Configuration
  • Financial vendor A - Write on locals. No year conditions set.
    • 1 key/secret
  • Financial vendor A - Write on locals. No access after the previous school year.

    • Existing key/secret

  • Financial vendor B - Write on locals. Read Only prior to the new school year.

    • New key/secret for new subscription

  • 2 keys/secrets

Switching Finance vendors in the new school year and the old vendor is going away

What to do:

  1. Add Financial vendor B of your choice.

  2. Unsubscribe from Financial vendor A.

Prior Configuration New Configuration
  • Financial vendor A - Write on locals. No year conditions set.
    • 1 key/secret
  • Financial vendor B - Write on locals. No year conditions set.

    • New key/secret for new subscription

     

  • 1 key/secret

Adding a Primary Vendor: SIS or a Financial Management System

  1. Log into WISEhome using your WAMS ID or a district or agency email.

  2. In WISEhome, go to the Ed-Fi Credential application.

  3. Determine whether the subscription is for all schools in your district or only select schools.
  4. Under All Schools or Selected Schools Only, click the Add button to add a new vendor subscription.

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5. In the New Subscription window, fill out the following fields:

  • Vendor Name: Select your vendor from the drop-down list. Only certified vendors display.
  • Resource Access: Select the access level you wish to give them from the drop-down menu. For your SIS vendor, choose Write on all student data.  For your financial management system vendor, choose Write on local account, budget and actuals.
  • Schools: This field appears only under the Selected Schools Only section. Enter the schools you want to add the vendor subscription for.
  • No Access After School Year: Leave blank unless you have had multiple vendors over the past three (3) years. If you choose for the SIS vendor's full access to end after a certain year, then enter that year in the No Access After School Year field. For instance, if you will start sending special education data via SEEDS in 2023-24 school year and no longer via your primary SIS after 2022-23, enter 2023 here.
  • Read Only Prior to School Year: Only required when a SIS vendor's full access is set to end after a certain year. If you select a school year, the vendor you add will have read-only access to data prior to that school year.

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6.Once you're done, click Save Changes at the bottom of the window to add the vendor subscription.

7. Once your vendor is added, back on the main page, you will see them listed along with a security credentials (API key and secret). Your security credentials (API key and secret) should be kept private and should not be shared.

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8. The vendor will receive an email notification that you have subscribed to their technology product. Vendors may obtain the security credentials (API key and secret) that were generated through their Ed-Fi Credential application access.

9. The school/district has to enter the security credentials into their SIS or financial management system to send and request data to WISEdata through a REST API.  You may also need the API URLs and LEA ID/School ID to complete your API configuration on your SIS or financial management system. This information is available at the bottom of the Ed-Fi Credential application.

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SPECIALTY STUDENT Vendors

Special education vendors and discipline vendors both overlap with usual SIS data submission. Changes in vendors involving the addition of a SpEd and/or a discipline vendor typically also require changing the SIS access so that an LEA only has “Read’ access to SpEd and Discipline data within the SIS. This restriction eliminates the possibility of entering duplicate data.

Adding a SpEd vendor for new school year onwards

What to do:

  1. End previous SIS A subscription with SpEd in the previous school year.

  2. Add modified SIS A subscription without SpEd for the new school year.

  3. Add SpEd vendor A of your choice for the new school year.

Prior Configuration New Configuration
  • SIS A - Write on all student data. No year conditions set.

  • 1 key/secret

  • SIS A with SpEd access - Write on student data. No access after the previous school year.

    • Existing key/secret

  • SIS A without SpEd access - Write on all student data - except SpEd. Read Only prior to the new school year.

    • New key/secret for modified subscription

  • SpEd SIS A - Write on SpEd data. Read Only prior to the new school year.

    • New key/secret for new subscription

  • 3 keys/secrets

Adding a SpEd vendor for all years

What to do:

  1. Change access (modify subscription) for SIS A.

    1. New key/secret for SIS A for new/modified subscription

  2. Add SpEd vendor A of your choice.

    1. New key/secret

Prior Configuration New Configuration
  • SIS A - Write on all student data. No year conditions set.

  • 1 key/secret

  • SIS A - Write on all student data - except SpEd. No year conditions set.

    • New key/secret to reflect modified subscription

  • SpEd - Write on SpEd. No year conditions set.

    • New key/secret 

  • 2 keys/secrets

Switching SpEd vendors for new school year onward

What to do:

  1. End SpEd vendor A subscription in the previous school year.

  2. Add SpEd vendor B subscription for the new school year.

Prior Configuration New Configuration
  • SIS A - Write on all student data - except SpEd. No year conditions set.

    • Existing key/secret

  • SpEd vendor A - Write on SpEd data. No year conditions set.

    • Existing key/secret

  • 2 keys/secrets

  • SIS A - Write on all data - except SpEd. No year conditions set.

    • New key/secret to reflect modified subscription

  • SpEd vendor A - Write on SpEd data. No access after the previous school year.

    • Existing key/secret

  • New SpEd vendor B - Write on SpEd data. Read Only prior to the new school year.

    • New key/secret for new subscription

  • 3 keys/secrets

Switching SpEd vendor for all years

What to do:

  1. Add SpEd B vendor of your choice.

  2. Unsubscribe from SpEd A vendor.

Prior Configuration New Configuration
  • Unsubscribe from SpEd A vendor.

    • Existing key/secret

  • SpEd vendor A - Write on SpEd. No year conditions set.

    • Existing key/secret

  • 2 keys/secrets

  • SIS A - Write on all student data - except SpEd. No year conditions set.

    • Existing key/secret

  • SpEd vendor B - Write on SpEd. No year conditions set.

    • New key/secret for new subscription

  • 2 keys/secrets

Removing a SpEd vendor for the new school year onward

What to do:

  1. End SpEd vendor A subscription in the previous school year.

  2. End SIS A current subscription in the previous school year.

  3. Add SIS A new/modified subscription for all data for the new school year.

Prior Configuration New Configuration
  • SIS A - Write on all student data - except SpEd. No year conditions set.

    • Existing key/secret

  • SpEd Vendor A - Write on SpEd. No year conditions set.

    • Existing key/secret

  • 2 keys/secrets

  • SIS A - Write on all student data - except SpEd. No access after the previous school year.

    • Existing key/secret

  • SIS A - Modified subscription - Write on all student data. Read Only prior to the new school year.

    • New key/secret for modified subscription

  • SpEd Vendor A - Write on SpEd. No access after the previous school year.

    • Existing key/secret

  • 3 keys/secrets

Removing a SpEd vendor for all years

What to do:

  1. Change access for SIS A.

  2. Unsubscribe from SpEd vendor A.

Prior Configuration New Configuration
  • SIS A - Write on all student data - except SpEd. No year conditions set.

    • Existing key/secret

  • SpEd vendor A - Write on SpEd. No year conditions set.

    • Existing key/secret

  • 2 keys/secrets

  • SIS A - modified subscription - Write on all student data. No year conditions set.

    • New key/secret for modified subscription

  • 1 key/secret

Adding a discipline vendor for the new school year onward

What to do:

  1. End current subscription with SIS A in the previous school year.

  2. Add new/modified subscription - without discipline - with SIS A for the new school year.

  3. Add Discipline vendor of your choice for the new school year.

Prior Configuration New Configuration
  • SIS A - Write on all student data. No year conditions set.

    • Existing key/secret

  • 1 key/secret

  • SIS A - Write on all student data. No access after the previous school year.

    • Existing key/secret

  • SIS A - Modified subscription - Write on all data - except Discipline. Read Only prior to the new school year.

    • New key/secret for modified subscription

  • Discipline vendor A - Write on discipline data. Read Only prior to the new school year.

    • New key/secret for new subscription

  • 3 keys/secrets

Adding a discipline vendor for all years

What to do:

  1. Change access for SIS A.

  2. Add Discipline vendor A of your choice.

Prior Configuration New Configuration
  • SIS A - Write on all student data. No year conditions set.

  • 1 key/secret

  • SIS A - Write on all student data - except discipline.

    • New key/secret for modified subscription

  • Discipline vendor A - Write on discipline data. No year conditions set.

    • New key/secret for new subscription

  • 2 keys/secrets

Removing a discipline vendor for the new school year onward

What to do:

  1. End Discipline Vendor 1 in the previous school year.

  2. End current SIS A subscription in the previous school year.

  3. Add new/modified SIS A subscription for all data for the new school year.

Prior Configuration New Configuration
  • SIS A - Write on all student data - except Discipline. No year conditions set.

    • Existing key/secret

  • Discipline vendor A - Write on discipline data. No year conditions set.

    • Existing key/secret

  • 2 keys/secrets

  • SIS A - Write on all student data - except discipline. No access after the previous school year.

    • Existing key/secret

  • SIS A - Write on all data. Read Only prior to the previous school year.

    • New key/secret for modified subscription

  • Discipline vendor A - Write on all discipline data. No access after the previous school year.

    • Existing key/secret

  • 3 keys/secrets

Removing a discipline vendor for all years

What to do:

  1. Change existing subscription for SIS A.

  2. Unsubscribe from Discipline vendor A.

Prior Configuration New Configuration
  • SIS A - Write on all student data - except Discipline. No year conditions set.

    • Existing key/secret

  • Discipline vendor A - Write on discipline data. No year conditions set.

    • Existing key/secret

  • 2 keys/secrets

  • SIS A - Modified subscription - Write on all student data. No year conditions set.

    • New key/secret for modified subscription

  • 1 key/secret

Adding a discipline vendor for the new school year when I had a new SpEd vendor that started in the previous school year

What to do:

  1. End current SIS A subscription in previous school year.

  2. Add new/modified subscription without SpEd, without discipline for SIS A for the new school year.

  3. Add Discipline vendor A of your choice for the new school year.

Prior Configuration New Configuration
  • SIS A - Write on all student data. No access once previous school year has ended/new school year & new subscription has begun.

    • Existing key/secret

  • SIS A - Write on all student data - except SpEd. Read Only prior to the previous school year.

    • Existing key/secret

  • SpEd vendor A - Write on SpEd. Read Only prior to the previous school year.

    • Existing key/secret

  • 3 keys/secrets

  • SIS A - Write on all student data. No access once previous school year has ended/new school year & new subscription has begun. "No access after [YEAR - 1]". In other words, if the subscription begins with 2024, YEAR - 1 would be 2023, thus "No access after 2023".

    • Null key/secret

  • SIS A - Write on all student data - except SpEd. Read Only prior to the previous school year. No access after the previous school year.

    • Null key/secret

  • SIS A - Write on all student data - except SpEd and Discipline. Read Only prior to the new school year.

    • New key/secret for modified subscription

  • SpEd vendor A - Write on SpEd data. Read Only prior to the previous school year.

    • New key/secret for modified subscription

  • Discipline vendor A - Write on Discipline data. Read Only prior to the new school year.

    • New key/secret for new subscription

  • 3 keys/secret

 

Adding Other Specialized Vendors

Many schools choose to add a special education information system, or a behavior & discipline system in addition to their primary vendor(s). Adding a secondary, specialized vendor is more complex than adding the primary SIS. In the event where both the SIS vendor and the specialized are added without boundary year conditions, the district’s special education or discipline data could accidentally be updated or deleted.  Adding the boundary year conditions (Year Cut-offs) will reject special education or discipline data from the primary SIS once you start using special education or discipline data via your specialized vendor.

To add a special education information system or a behavior & discipline system, please follow the steps below carefully.

  1. Before you can add your specialized vendor, you must modify the unlimited access your primary SIS used to have. First, locate the row for your primary SIS. On the far right column click the Modify button. 
  2. In the New Subscription window, fill out the following fields 
    • Vendor Name: Select your primary SIS vendor from the drop-down menu.
    • Resource Access: Choose the option in the drop-down menu for Write on all student (enrollment, program, discipline, roster and grade data) with special education write access ending after a specified year.
    • Boundary Year: Enter the last school year in which the selected SIS vendor will be provided write, update and delete access of special education or discipline data. For example, if you plan to start sending special education data via your new special education information system in the upcoming 2019-20 school year, then you would select '2018-2019' into the Special Education Boundary Year field for your primary SIS.

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3. Click Update

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4. Now on the main page, Vendor Subscription, click Add for either All Schools or Select Schools Only to add a new specialized vendor subscription.

5. In the New Subscription window, fill out the following fields:

  • Vendor Name: Select your special education information system, or a behavior & discipline system, such as SEEDS, GoIDEA (formerly OASYS), or EduClimber.
  • Resource Access: Select the access level you wish to give them from the drop-down menu. For you special education information system, choose Write only on student special education/program data.  For your behavior & discipline system, choose Write only on student discipline data.
  • No Access After School Year. If you choose for the SIS vendor's full access to end after a certain year, then enter that year in the No Access After School Year field. For instance, if you will start sending special education data via SEEDS in 2019-20 school year and no longer via your primary SIS after 2018-19, enter 2018-2019 here.
  • Read Only Prior to School Year. If you select a school year, the vendor you add will have read-only access to data prior to that school year.​​

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6. Click Save Changes.

7. Clicking Save Changes generates the security credentials (API key and secret) required to allow the specialized vendor to transmit data to WISEdata. Your security credentials (API key and secret) should be kept private and should not be shared.

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8. The vendor will receive an email notification that you have subscribed to their technology product. Vendors may obtain the security credentials (API key and secret) that were generated through their Ed-Fi Credential application access.

9. The school/district has to enter the security credentials into their special education information system, or a behavior & discipline system to send and request data to WISEdata through a REST API. You may also need the API URLs and LEA ID/School ID to complete your API configuration on your special education information system, or a behavior & discipline system. This information is available at the bottom of the Ed-Fi Credential application.

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Canceling a Vendor Subscription

The Ed-Fi Credential application allows schools and district administrators to cancel their vendor subscription anytime.  Please note that if you unsubscribe a vendor, the vendor will no longer have access to send data to WISE applications.

To cancel your active vendor subscription (5 steps):

1. Log into WISEhome using your WAMS ID or a district or agency email

2. In WISEhome, go to the Ed-Fi Credential application.

log in

3. Under the Vendor Subscription tab, locate the row for the vendor you wish to cancel (you may have more than one vendor/product), then click the Unsubscribe button on the far right column.

cancel

4. A new message appears confirming the cancellation, along with a reminder that you are removing the vendor authorization for your education agency.

5. Click Confirm

confirm

 

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