USO AutoUpdate - IRIS iSAMS & Ed:gen

Schools using iSAMS or Ed:gen 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.

For simplicity, both IRIS iSAMS & Ed:gen share the same integration and are collectively referred to as "IRIS" throughout this guide page.

To find out more about USO, please click here.

Frequently Asked Questions (FAQ)

What data can I export from IRIS, and which should I choose?

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

Staff - This report includes staff details, such as names and dates of birth. It is recommended for schools where staff use any USO-driven LGfL services, particularly LGfL StaffMail.
Students - This report includes student details, such as names and dates of birth. It is recommended for schools where students use any USO-driven LGfL services.

The following reports are not currently supported for export from IRIS into USO:

Attendance - This report contains attendance data. While it is not currently used for any LGfL services, it is required for the Wavenet AutoText service.
Contacts - This report includes parent/guardian details. It is recommended if you use LGfL FSM.
Groups & Classes - This report provides information about which staff teach specific classes and groups, as well as which students belong to each. It is recommended for schools using services like Google & Microsoft provisioning.

Do I need to install any software?

No, since IRIS is cloud-based, no additional software is required.

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 IRIS, please follow the Setup guide below and the helpdesk will assist with switching this across.

Please note if you have moved from SIMS we 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 IRIS 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 IRIS, 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.

I'm having an issue not covered in this guide

If something isn't covered here, please contact our support team.

Setup Guide

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

Step 1: Contact IRIS

First please contact IRIS support to request access to the "REST API for a Partner", specifying that you wish to use the Wavenet LGfL Sync. Once your request is processed, you will receive a Client ID and Client Secret.

Note: Avoid clicking any provided links, as they may expire.

Step 2: Raise a Support Case

Visit the LGfL Support Site and navigate to Service Desk > Raise an Issue to submit a support request.

In your request, include the following details:

Your Client ID and Client Secret.
The school's MIS URL, for example: https://[schoolname].isams.cloud or https://[schoolname].edgen.cloud.

The support team will then make the required configuration changes. Once complete, you will be notified and you will then see iSAMS listed as the MIS on the User Accounts - AutoUpdate settings page.

Step 3: Accept Reports

On the User Accounts > AutoUpdate settings page, please ensure that the reports you wish to use are "enabled" by ticking the relevant boxes and clicking "Save". Once done, the export should run automatically every daily.

The example below shows a school using IRIS that is set up correctly.

Step 4: 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 5: 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.