USO-AutoUpdate is an automated solution for exporting data directly from your school's Management Information System (MIS) to the USO database. This system ensures the seamless creation of new USO accounts and updates existing accounts whenever a data export is processed. Guidance for Specific MIS Systems For detailed guidance on configuring AutoUpdate with your MIS, click the relevant link below: SIMS Arbor ScholarPack Bromcom Integris Pupil Asset IRIS ISAMS & Ed:gen

Schools using SIMS 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. Please note that schools using SIMS Connected should follow the setup guide below but ensure they install the AutoUpdate software on the device in the school that has a VPN connection to SIMS. Your school is likely using this for other MIS connectors you may use for example GroupCall and Wonde. To find out more about USO, please click here. Frequently Asked Questions (FAQ) What data can I export from SIMS and which should I choose? The following reports are currently supported for export from SIMS 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. 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 (Current) - 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 (Current) - This report contains student details, including names and dates of birth. It is recommended for schools where students use any USO-driven LGfL services. Staff/Students (Future) - These reports contain details for staff and students who have been entered into SIMS but have not yet started. By accepting these reports, user accounts will be created before their start date. If you have enabled the current report, we recommend enabling the future report as well. This ensures that user accounts are ready to be distributed when they begin school. Do I need to install any software? Yes, the USO AutoUpdate software is required for both SIMS and SIMS Connected. The software call be downloaded from this link: https://usoau.atomwide.com/usoautoupdate/usoausetup/usoausetup.msi Instructions on installing and configuring the software are below. How do I change MIS? If you've recently changed your MIS and are now using SIMS, please follow these steps: Navigate to User Accounts > AutoUpdate Settings. Select the Change MIS button. Choose SIMS from the list of MIS options. Follow the Setup Guide below. Running an export manually To push an upload, please open up the AutoUpdate sofware installed on your school's server and follow step 3 of the setup guide below. Any uploads will be processed overnight. However, if account changes are needed sooner, please contact the Service Desk, who can process them immediately. 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. 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: If your school has not enabled the future reports, then accounts will be created on or after their start date set in SIMS. 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. Explanation of Options and Indicators in the AutoUpdate Software Status Indicators The program interface displays a set of coloured indicators that represent the current status of the installation and whether there are any problems: Red: Major problems. Yellow: Processing/in progress. Green: OK. How to tell if reports have been accepted? Reports are categorised as folders containing sub-reports: Grey square: Indicates accepted reports. Blue arrow: Indicates available reports that have not yet been accepted. Red cross: Indicates reports that are not available to your school and cannot be accepted or exported. View Sub-Reports: Click on a report folder to view its sub-reports. Select a sub-report by clicking on it. The fields that comprise the sub-report will appear in the right-hand pane, showing which fields are being exported. Along with the field details, it will show a status: Mandatory fields: These columns must be present for the sub-report to be processed. Uploaded fields: Optional fields accepted by the school during sub-report acceptance. Missing data in these fields will not prevent account creation or maintenance. Not Uploaded fields: Optional fields the school has opted out of exporting. To opt out, raise a support case with the Service Desk. Connectivity Issues If the AutoUpdate software is unable to contact the server, please first check if you are able to access the following URL successfully: https://usoau.atomwide.com/test.html. If you're unable to access this page, please check your school’s filtering settings. Please be aware that the AutoUpdate software currently uses an older version of TLS that some schools may block on their server. If your school has blocked older versions of TLS, there is a beta version of the AutoUpdate software that uses a later version of TLS, which can be obtained from the Support Team. I'm having an issue not covered in this guide If something isn't covered here, please speak to our support team. Setup Guide To set up the SIMS MIS export, follow these steps: Before You Begin Before starting, ensure you have the following: Licence Key: A licence key for USO-AutoUpdate, obtained on the Support Site on the User Accounts > AutoUpdate Settings page. Windows Administrative Account: A Windows account with administrative rights, designated solely for USO-AutoUpdate, along with the necessary details about the SIMS installation location. SIMS User Account: A SIMS username with the following groups assigned for exclusive use by USO-AutoUpdate: School Administrator Third Party Reporting Personnel Officer Note: The Personnel Officer group can be excluded if necessary. However, some data fields related to staff roles will not be exported. While the basic data export required for USO account maintenance will still succeed, missing data fields might affect the functionality of certain LGfL services and features. To identify which fields are excluded, log into the AutoUpdate software after installation, select each enabled report, and review the information displayed on the right-hand side of the window. For optimal functionality, including the Personnel Officer group is strongly recommended. Step 1: Accept Reports On the LGfL Support Site on the User Accounts > AutoUpdate settings page, please ensure that SIMS is the selected MIS and the "reports" you wish to use have a green box next to them by accepting the desired reports. The example below shows a school using SIMS that has accepted all available reports. Step 2: Install & Configure the AutoUpdate Software Log in to the school server where you will install USO-AutoUpdate. Ideally, this should be the SIMS server, as it is more likely to stay powered on and avoid network issues. Ensure your Windows account has full administrative rights. Download the AutoUpdate software from this link: https://usoau.atomwide.com/usoautoupdate/usoausetup/usoausetup.msi. Save the file to the desktop, then double-click the .msi file to install. Follow the Setup Wizard and click Next as prompted. Choose Installation Location By default, the wizard will offer to install AutoUpdate on the C drive. If this is not where you want it, browse to the correct location and click Next. Confirm Installation When the Confirm Installation window appears, click Next to proceed. Installation Complete When the software has successfully finished installing, a confirmation will be displayed. Click Close to exit the wizard. Open AutoUpdate Software After installation is complete, access the start menu and navigate to Start > Programs > Atomwide Ltd > USO-AutoUpdate. This folder contains three options. Choose USO-AutoUpdate, which will open the software. Configure AutoUpdate Before any data can be exported, AutoUpdate needs to be correctly configured. The Configuration dialogue box will open automatically after the initial software installation. (If the Configuration window does not open by itself, click on Settings, then select Configuration.) Enter your Licence key. This is found on the User Accounts > AutoUpdate Settings page of the support site. Once entered, the SIMS tab will appear. After entering the licence key, click on the SIMS tab and define the path to the CommandReporter - the CommandReportImporter will get defined automatically, assuming it is present in the same folder as the CommandReporter. Then enter the SIMS credentials. Click Save and close the interface. Step 3: Running a Test Now that the AutoUpdate software has been configured, we recommend testing. To do this click the Run a Report button in the top-right corner. Choose the Atomwide USO Export report. Choose to Extract, Filter and Upload and click Run. (If you choose to Extract and Filter only, it will not test the upload of data to USO.) During the Test: Indicators turn yellow while the report is running. Errors, warnings, or status messages will appear in the horizontal pane at the bottom of the interface. If everything is working correctly, all indicators will turn green. Please then allow 5-10 minutes and then log onto the LGfL Support Site and navigate to User Accounts > AutoUpdate Settings. You should see the upload in the Upload History . Any exports uploaded will be processed overnight. If you can see the entry in the upload history, it is now time to set up a schedule so it runs automatically. Step 4: Set A Schedule After verifying that the export runs correctly, you will need to set up a scheduled task to ensure the exports run automatically on a regular basis. Please select Atomwide USO Export and then press the Schedule button. A scheduling box will appear (as shown below). Select the days and set the time for the reports to run and enter the username and password used to log onto the server. Please note that we tasks must NOT be scheduled to conflict with back-ups or set at times when the server is off. Click Create Scheduled Task when ready. The following message will be shown. That’s it! Setup completed. Step 5: Verifying Everything is Working After following the steps above, an export should run automatically run on the schedule set in the previous step. After an export has run and processed overnight, 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 and was processed 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.

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.

Schools using ScholarPack 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 ScholarPack and which should I choose? The following reports are currently supported for export from ScholarPack 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 ScholarPack 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 ScholarPack, please follow these steps: Navigate to User Accounts > AutoUpdate Settings. Select the Change MIS button. Choose ScholarPack 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 ScholarPack 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 ScholarPack, 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 check out ScholarPack's documentation or speak to our support team. You can find some useful ScholarPack guide pages here and here. Setup Guide To set up the ScholarPack MIS export, follow these steps: Step 1: Access AutoUpdate Settings On the LGfL Support Site, navigate to User Accounts > AutoUpdate Settings and select ScholarPack. Step 2: Select Reports Choose the reports you wish to export and click Save. An explanation of the reports is above in the FAQ. Once saved, a link will appear. Click on this link to proceed. Step 3: Approve Access to MIS Data Please fill in the required details on the page that appears, which will resemble the example below. If you’re unsure about any information, you can verify it within ScholarPack. Additional guidance is available here. After logging in, please read the message and Confirm to approve the data release from ScholarPack to USO. You will be redirected to a confirmation page. Click the AutoUpdate Settings link to finalise the setup. Step 4: Activate Reports Activate the required reports. Once activated, the sync will automatically run once per day. However you can click "Force run" to trigger the export immediately. The process typically takes 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.

Schools using Bromcom 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 Bromcom and which should I choose? The following reports are currently supported for export from Bromcom 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. Contacts - This report contains parent/guardian details. It is recommended if you use LGfL FSM. Staff (Current) - 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 (Current) - This report contains student details, including names and dates of birth. It is recommended for schools where students use any USO-driven LGfL services. Staff/Students (Future) - These reports contain details for staff and students who have been entered into Bromcom but have not yet started. By accepting these reports, user accounts will be created before their start date. If you have enabled the current report, we recommend enabling the future report as well. This ensures that user accounts are ready to be distributed when they begin school. Please note that the Groups & Classes report, which provides details on staff assignments for classes and groups, as well as student memberships, is currently unavailable for schools using Bromcom. As a result, LGfL services reliant on this data, such as Google & Microsoft provisioning, will have limited functionality. Do I need to install any software? No, since Bromcom is cloud-based, no additional software is required. How can I run an export manually? The Bromcom export runs automatically for all schools on a daily schedule, typically after 6 PM. You may have permissions within Bromcom to run this manually. For guidance on doing this please see this link. How do I change MIS? If you've recently changed your MIS and are now using Bromcom, 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. 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: If your school has not enabled the future reports, then accounts will be created on or after their start date set in Bromcom. 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. Automatic schedule not running? Once the Bromcom integration has been set up, data should automatically be exported every evening. If the setup has been carried out and this isn't running automatically, please ensure you press Save rather than Save & Run within Bromcom under Config > Setup > Atomwide Integration Settings. I'm having an issue not covered in this guide If something isn't covered here, please check out Bromcom's documentation or speak to our support team. You can find a useful Bromcom guide page here. Setup Guide To set up the Bromcom MIS export, follow these steps: Step 1: 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, please mention that your school is using Bromcom MIS and would like to enable AutoUpdate. Once the support team processes your request, they will make the Bromcom MIS visible under the User Accounts - AutoUpdate settings (currently labeled as "Generic API"). You will also receive your school’s license key, supplier ID, and supplier password. Please make a note of these details, as you will need to enter them into Bromcom. Step 2: Accept Reports On the User Accounts > AutoUpdate settings page, please ensure that the "reports" you wish to use have a green box next to them by accepting the desired reports. The example below shows a school using Bromcom that has accepted all the reports. Step 3: Configure Integration Within Bromcom Please log onto Bromcom and, using the details obtained in step 1, follow through this guide page. When doing this, please ensure you press the Save option, rather than Save & Run, to ensure the schedule is added 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.

Schools using Integris 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 Integris and which should I choose? The following reports are currently supported for export from Integris 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. 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 Integris is cloud-based, no additional software is required. How do I change MIS? If you've recently changed your MIS and are now using Integris, please follow these steps: Navigate to User Accounts > AutoUpdate Settings. Select the Change MIS button. Choose Integris 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. 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 Integris 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 Integris, 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 speak to our support team. Setup Guide To set up the Integris MIS export, follow these steps: Step 1: Enable Integris Datashare Log into Integris and find Datashare in the menu. Find AutoUpdate within the third party providers. Review the data being requested and click Grant Access. Step 2: Accept Reports On the LGfL Support Site on the User Accounts > AutoUpdate settings page, please ensure that Integris is the selected MIS and that the "reports" you wish to use have a green box next to them by accepting the desired reports. The example below shows a school using Integris that has accepted the students, staff, contacts and attendance reports. Step 3: Verifying Everything is Working After following the steps above, an export should run automatically every week day evening. After an export has run and after 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 4: 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.

Schools using Pupil Asset 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 Pupil Asset and which should I choose? The following reports are currently supported for export from Pupil Asset into USO: Contacts - This report contains parent/guardian details. It is recommended if you use LGfL FSM. 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. Please note that the Groups & Classes report, which provides details on staff assignments for classes and groups, as well as student memberships, is currently unavailable for schools using Pupil Asset. As a result, LGfL services reliant on this data, such as Google & Microsoft provisioning, will have limited functionality. Do I need to install any software? No, since Pupil Asset is cloud-based, no additional software is required. How do I change MIS? If you've recently changed your MIS and are now using Pupil Asset, please follow these steps: Navigate to User Accounts > AutoUpdate Settings. Select the Change MIS button. Choose Pupil Asset 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. 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 Pupil Asset 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 Pupil Asset, 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 speak to our support team. Setup Guide To set up the Pupil Asset MIS export, follow these steps: Step 1: Approve Integration within Pupil Asset Log into Pupil Asset and select AutoUpdate from the list of integrations. Once approved, you should be provided with a school reference number. Step 2: Raise a Case Visit the LGfL Support Site and navigate to Service Desk > Raise an Issue to submit a support request. In your request, please mention that your school is using Pupil Asset MIS and would like to enable AutoUpdate. Please also include the school reference number from the first step. Once the support team processes your request, they will make the required configuration changes and make the Pupil Asset MIS visible under the User Accounts - AutoUpdate settings. Step 3: Accept Reports On the LGfL Support Site on the User Accounts > AutoUpdate settings page, please ensure that the "reports" you wish to use have a green box next to them by accepting the desired reports. Note that, at present, only the Headteacher has permission to change to accept or remove reports. The example below shows a school using PupilAsset that has accepted all the reports. Step 4: Verifying Everything is Working After following the steps above, an export should run automatically every week day evening. After an export has run and after 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.

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.