Indiana Ed-Fi Start-Up Checklist 2024-2025

This article describes the steps to configure Ed-Fi in Indiana for the 2024-2025 school year.

Configuring Ed-Fi for the 2024-2025 School Year

Step 1. Update to the most recent version of Campus

To have the schema and logic in place, you must update to the most recent version of Campus. Failure to do this will result in an inability to properly report data for the 2024-2025 school year.

Step 2. Create a New Ed-Fi Configuration for 2024-2025 

The image below shows the proper field entries for the Connection Configuration. 

Image of the Connection Detail editor under Ed-Fi Configuration.Ed-Fi Connection Detail

Create a new Ed-Fi configuration for the next school year.

  1. Click the New button. The Connection Detail editor displays.
  2. Select the Connection Type of State.
  3. Enter a Connection Name of 24-25 EdFi Configuration or something similar.
  4. Select the School Year of 2024-25. This requires the 2024-25 School Year to be created. 
  5. Enter the following values:

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FieldValue
Ed-Fi Connection TypeState
O-Auth URLhttps://dataexchange.doe.in.gov/
API URLhttps://dataexchange.doe.in.gov/
Post-Amble/data/v3/2025
ID Post-Amble/identity/v2/idoe
Timeout in SecondsThis field defaults to 60 seconds and determines (in seconds) the time allowed to pass before the connection between Campus and Ed-Fi is considered timed out and Ed-Fi events are not processed. These Ed-Fi events are then re-processed the next time a Quartz job runs. 
Connection Credentials
Add Multiple CredentialsTurn on this feature if multiple districts use the same instance of Infinite Campus to create multiple connections to the state ODS within the same school year. 

Users must enter a Credential Name, Client Key, and Client Secret for each credential. For data to be reported correctly, sites with multiple districts must populate the District Number field. Users must also select the School(s) using each credential.Image of the Add Multiple Credentials feature on the Connection Credentials screen.
Client KeyThe state provides the Client Key.
Client SecretThe state provides the Client Secret.
Test Connection
Click the Test Connection button to ensure configuration values are correct and a connection to Ed-Fi has been made. This test should be done before selecting the Save option and creating the new connection. Auto mapping will NOT work if the initial connection is not properly configured.
If desired, a certificate can be imported for the Ed-Fi configuration. For more information, please see the 'Import Certificates' section of the Ed-Fi Configuration article.

6. Click the Save button.

7. Click the Test Connection button to ensure the configuration values are correct and that a connection to Ed-Fi was made. A "Connection is Valid" message displays when the connection is successful.

Step 3. Review the Ed-Fi Setup Checklist to Ensure Items are Complete

Review and/or update data based on the list below to ensure data is set up properly throughout Campus. 

Once complete, proceed to Step 4.

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TaskCampus Location
Enable Ed-Fi functionality via the Enable Ed-Fi system preference.System Administration > Preferences > System Preferences > Enable Ed-Fi
  • Yes = Ed-Fi functionality is enabled, and Ed-Fi data will sync from Campus to the Ed-Fi system (if properly enabled via Ed-Fi Configuration tools).
  • Tools Only = You can fill out Ed-Fi fields (such as Ed-Fi ID) within Campus, but this data will not sync to the Ed-Fi system until this field is set to Yes. This is especially useful when setting up Ed-Fi IDs for students within a school or district so that data properly syncs between Campus and Ed-Fi before enabling it.

  • No = Ed-Fi functionality is not enabled for the district, and users cannot access Ed-Fi tools within Campus.

Enter Ed-Fi Configuration values.Reporting > Ed-Fi > Configuration

Set all Resources to 'Off' and map the Ed-Fi Codes to Campus Codes via the Ed-Fi Resource Preferences.

Reporting > Ed-Fi > Configuration > Resource Preferences
Infinite Camps auto-maps most codes for the user. However, auto-mapping does not occur when the dictionary is unlocked (the user can create custom codes) or when the mapping depends on dates/terms (like the Sessions resource). Auto mapping only occurs if the user creates a successful connection (see Step 2). If the initial connection creation was not configured correctly, it will not properly auto-map.
Assign tool rights for Ed-Fi.User Management > User Account Administration > User Account
Assign Ed-Fi IDs.Demographics > Person Identifiers
Confirm all Relationship Types have an associated State Code. Census > People Setup > Relationship  Type Setup
Confirm that all Attendance Codes that should be reported to the state (Excused and Unexcused Absences) have an associated State Code.Attendance Office > Settings > Attendance Code Setup
Confirm that all behavior Event Types that should be reported to the state have an associated State Event Code (Mapping).Behavior Ofifice > Settings > Event Type Setup
Set the Ed-Fi Transcript Term Override for all manually added transcripts.Student Information > General > Transcripts > New > Ed-Fi Transcript Term Override

Set Calendar Dates on all reportable calendars

  • Instructional Days report when the Instruction checkbox is marked on a date; all other events report from the Day Events droplist dictionary values.
Scheduling & Courses > Calendar Setup > Day Setup 
Add a Level to a Course, if applicable.Scheduling & Courses >  Courses > Section Information
Set Ed-Fi Term Descriptor Override on Course Sections.Scheduling & Courses >  Courses > Section Information
Add a Room to all Course Sections for state-reporting courses.Scheduling & Courses > Courses > Section Information
Add a Teacher Role on Staff History for teachers who must report to Ed-Fi.Scheduling & Courses > Courses > Section Staff History
Toggle Resources to 'On' in Ed-Fi Resource Preferences once all data setup is complete.Reporting > Ed-Fi > Configuration > Resource Preferences
Auto mapping only occurs if the user creates a successful connection (see Step 3). If the initial connection creation was not configured correctly, it will not properly auto-map.

Step 4. Perform a Resync for the 2024-2025 Scope Year

Now that the 2024-2025 school year's Ed-Fi configuration is in place and data has been properly reviewed, the Resync tool can resync Ed-Fi data.

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Screenshot of the Resync tool.Resync

  1. Verify the 2024-25 is selected in the toolbar.
  2. Select the 2024-25 Configuration option from the Ed-Fi Configuration dropdown.
  3. All schools, Person IDs, Course IDs, and Course Section IDs must be resynced for the next year. To do so, mark the All Schools, All People, All Courses, and All Sections checkboxes. 
  4. Mark the Select Dependencies checkbox to ensure related data is sent properly. Review the Recommended Resync Order for guidance on when to sync each resource. The options in the Ed-Fi Resource Preferences tool determine which options are available for selection here.
  5. Mark the checkbox next to each data set that should be resynced, enter the appropriate dates, and mark the desired resource(s).
  6. Note: On the first resync for 2024-2025, it is recommended that you turn on one resource at a time. This enhances performance for massive data resyncs and allows you to deal with specific errors one resource at a time. After the first resync, all resources can be left on.
  7. Select the Start Resync button.
  8. If the resync is successful, data will flow properly from Campus to Ed-Fi. The Ed-Fi Error Log shows any errors that occur.

Recommended Resync Order Indiana Ed-Fi v3.6

#CategoryResources
1Schedule InformationCalendars
Calendar Dates
2Grade InformationGrading Periods
Grades
3Schedule InformationClass Periods
Locations
Sessions
4Schedule InformationSections
Course Offerings
5Student InformationStudents
Student School Associations
Student Education Organization Assessment Accommodations

Student Education Organization Associations

Student Education Organization Responsibility Associations
6Staff InformationStaffs
Staff Education Organization Assignment Associations
Staff Education Organization Contact Associations
7Parent InformationParents
Student Parent Associations
8Program InformationPrograms
Student Alternative Education Program Associations
Student Program Associations
Student Special Education Program Association
Student Title I Program Association
9Schedule InformationStaff Section Associations
Student Section Associations
10Attendance InformationStudent School Attendance Events
Note: For the first-ever Student School Attendance Event resync, it is recommended that you do the resync in smaller chunks using the Date Ranges.
11Discipline InformationDiscipline Actions
Discipline Incidents
Student Discipline Incident Behavior Associations
12Grade InformationCourse Transcripts
Student Academic Records

Step 6. Update Ed-Fi Attendance Resync Scheduled Task

The Ed-Fi Attendance Resync scheduled task must be updated each year. Please refer to the Indiana Ed-Fi Scheduled Tasks article for more information.


Beginning of the New School Year

Please see the Beginning of School Year Process article for a general (not Ed-Fi specific) checklist of activities that should be performed within Infinite Campus at the beginning of a new school year.