Installing the TadHealth Student Export Plugin
Before Getting Started With the Plugin Installation
Please make sure that you have the plugin zip file downloaded locally to your computer. (Download the .zip file here)
Please validate that you are on PowerSchool version 20.11 or higher. Your PowerSchool version should be visible on the login screen.
Steps:
Log in to your PowerSchool SIS Management Console as an administrator.
Beginning in the left hand menu, navigate to: “System Management” > “Server” > “Plugin Configuration”
On the Plugin Configuration page, click “Install”.
From the Plugin Install page, click on “Browse” and select the zip plugin file on your local computer.
One the file path to the plugin is visible in the “Browse” field, Click “Install”. The plugin will automatically install. If the installation is successful, you will be taken back to the Plugin Configuration Dashboard with a green success message displayed.
At this point, the plugin must still be enabled.
To enable the plugin, select the check box on the same line as the plugin
After selecting the checkbox, a new window will appear.
Review the “Data Access Requests” at the top and click the “Enable” button at the bottom of this window. You will be shown the content of the plugin and data which it will request here.
On the Plugin Configuration Dashboard, you will see the check box indicating that the plugin is now enabled!
Setting Up the SFTP Connection
Before setting up the SFTP connection, you should have received SFTP credentials from TadHealth (please see previous steps).
You will use the shared SFTP URL, Username and Password for this connection.
On the Plugin Configuration Dashboard, click on Remote Connection Manager. This will open up the Remote Connection Manager Setup page.
Navigate to the Function section and click on Remote Connection Manager
Select “Create Connection”
Configure an SFTP Connection using the following settings:
Name: TadHealth
Protocol: SFTP
Host: (SFTP hostname shared by TadHealth)
Port: 22
Authentication Type: Password
Username: (SFTP username shared by TadHealth)
Password: (SFTP password shared by TadHealth)
Remote Path: (leave empty)
Allows download: CHECK
Allows upload: CHECK
Click on Test Connection to verify that the SFTP values are valid. Once this is done, click Submit to save the configuration.
Configuring and Scheduling Data Export
Once the Plugin has been installed and enabled and SFTP connection configured, you will proceed to set up the data export.
Beginning in the left hand menu, navigate to: “Data and Reporting” > “Exports” > “Data Export Manager”
In the Export tab, go to Select Columns to Export.
In the Category dropdown menu, select Show All
In the Export From dropdown menu, select NQ - com.tadhealth.student.export
This will load a list of records to select.
Check the box next to STUDENTS here to select all required fields and for each field, remove the “STUDENTS” prefix.
Note: If there is an underscore in ‘student_id’, please remove it to make it ‘studentid’
Click Next
You will then be shown an example of how the records will be exported.
Click Next to proceed to the Export Summary and Output Options section
Configure the Export using the following settings:
Export File Name: student.csv (This can be longer, but must begin with “student”)
Line Delimiter: CR/LF
Field Delimiter: Comma
Character Set: UTF-8
Include Column Headers: CHECK
Surround “field values” in Quotes: CHECK
Click Save Template
Use Template Name: TadHealth_Students
Click Save as New
Now that the export template has been created, we will schedule it to run.
Select the My Templates tab, then click on the Calendar icon for your new template under Actions.
Select the desired days and time for export (we recommend Monday-Saturday at 2:00 AM as our automated import jobs will run at around 4:00 AM PT)
Send Output To: TadHealth (If you chose a different name for the SFTP connection, select that)
Path: (leave blank)
Email Completion Report To: (optional)
Click Save
Your PowerSchool data connection should now be configured and running!
Please reach out to your TadHealth representatives to validate that data is being transferred via SFTP properly.