USO AutoUpdate - Arbor

Schools using Arbor MIS can seamlessly export data into USO using the USO-AutoUpdate service. This ensures that your school's USO accounts remain up to date, allowing new starter accounts to be created automatically while removing access for leavers efficiently.

To find out more about USO, please click here.

Frequently Asked Questions (FAQ)

What data can I export from Arbor and which should I choose?

The following reports are currently supported for export from Arbor into USO:

Attendance - This report contains attendance data. It is not currently used for any LGfL services but is required for the Wavenet AutoText service. If you do not use this service, it is likely to be greyed out and not selectable.
Contacts - This report contains parent/guardian details. It is recommended if you use LGfL FSM.
Groups & Classes - This report includes information about which staff teach which classes and groups, as well as which students belong to which. It is recommended if you're using services like Google & Microsoft provisioning.
Staff - This report contains staff details, including names and dates of birth. It is recommended for schools where staff use any USO-driven LGfL services, especially LGfL StaffMail.
Students - This report contains student details, including names and dates of birth. It is recommended for schools where students use any USO-driven LGfL services.

Do I need to install any software?

No, since Arbor is cloud-based, no software is required. The data is retrieved through Arbor's APIs. For more information, click here.

How do I run an export manually?

To run a report manually, follow these steps:

Navigate to User Accounts > AutoUpdate Settings.
Select the report you want to run and click Force run.
Wait for the process to complete, then check the Whole School Bulk Results section to verify the outcome and carry out any matching.

Please note that this option may not be available first thing in the morning. If you do not see the option, please revisit the page later.

How do I change MIS?

If you've recently changed your MIS and are now using Arbor, please follow these steps:

Navigate to User Accounts > AutoUpdate Settings.
Select the Change MIS button.
Choose Arbor from the list of MIS options.
Follow the Setup Guide below.

Please note if you have moved from SIMS we also recommend uninstalling the USO-AutoUpdate software that will be installed on your school's server.

What are common reasons accounts haven't been created?

If accounts have not been created as expected, please check the following:

Missing or Incorrect Data: Ensure that all required fields in the MIS are populated accurately, particularly the Date of Birth (DoB).
Users Require Matching: If a similar user already exists in your school or a local school, an account may not be created automatically and will require matching. Please visit User Accounts > Whole School Bulk Results and check "List staff that have not been matched" or "List pupils that have not been matched." Anyone requiring matching will appear here, and you can either create them a new account or match them to an existing user on the system.
Contract/Start Dates: The Arbor integration currently only supports staff and students who have started. Accounts will not be created before their start date. If you need an account sooner, please visit User Accounts > User Request Single. If you enter the same details here as in Arbor, it should automatically match up once they are exported. Please note, creating "future" staff and students is on the roadmap and hopefully will be available at some point soon.

If you need assistance with working out why an account has not been created, please contact the LGfL Service Desk who have access to additional logs.

Missing Endpoint URL

If you see an error on the AutoUpdate settings page that says "MISSING ENDPOINT URL," please attempt to reauthorise the Arbor permissions via the link on the AutoUpdate settings page. If the issue persists, please raise a case with our support team.

I'm having an issue not covered in this guide

If something isn't covered here, please check out Arbor's documentation or speak to our support team. You can find Arbor's guide here.

Setup Guide

To set up the Arbor MIS export, follow these steps:

Step 1: Access AutoUpdate Settings

On the LGfL Support Site, navigate to User Accounts > AutoUpdate Settings and select Arbor.

Step 2: Select Reports

Choose the reports you wish to export and click Save. An explanation of the reports is above in the FAQ.

A link will appear. Click on this link to proceed.

Step 3: Approve Access

Enter your Arbor credentials and click Sign In.

Then review the information provided, then click Approve to grant access.

You will be redirected to a confirmation page. Click the AutoUpdate Settings link to finalise the setup.

Step 4: Activate Reports

Enable the required reports. Once activated, the sync will automatically run once per day but you can press "Force run" to run the export immediately. This process will typically take around 15 minutes to complete.

Step 5: Verifying Everything is Working

After running an export and allowing half an hour for the export to process, please navigate to User Accounts > Whole School Bulk Results. This page provides the processing results and offers several useful options. Take a moment to familiarise yourself with the following key features:

Check the last processed file for each school: Verify if the export ran successfully.
List staff/pupils that have not been matched: Identify and complete any required matching.
List staff/pupils who were unallocated as part of the process: Identify accounts removed during the sync process and restore any accounts you wish to reinstate.
MIS names that should not be in USO: Names added here will not have USO accounts created.

You can also see any accounts that have recently been created or moved to your school by going to User Accounts > User list/search and using the indicator "Latest move or create".

Step 6: Review Your USO Accounts

Now that the MIS sync is successfully set up, accounts from your MIS will automatically sync with USO. However, some USO accounts may not be linked to your MIS and will need to be managed manually. This is particularly important if you've recently changed your MIS or haven't reviewed the list in a while. To review these non-MIS accounts, please visit the following page: Review Non-MIS Accounts.