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PowerSchool - Automated Rostering Plugin Guide

Before Getting Started With the Plugin Installation

  1. Please make sure that you have the plugin zip file downloaded to your computer. If you received this file as an email attachment, please be sure to download it to a location on your computer.
  2. Please make sure you have PowerSchool version 20.11 or higher running. To check which version of PowerSchool you are running, go to your login screen.
  3. Special Note - You are most likely on the latest version of PowerSchool with the 2024 updated user interface. If the screenshots below don’t look like your version of PowerSchool, skip HERE for plugin installation instructions for older versions of PowerSchool.

Steps to Install Automated Rostering Plugin for PowerSchool

  1. Login to your PowerSchool account as an administrator. In the left hand
    navigation, under the β€œSystem Management”, click the β€œServer” link, then
    click the β€œPlugin Configuration” link.


  2. From the β€œPlugin Management Dashboard”, click the β€œInstall” button.


  3. From the β€œPlugin Install” page, click on the β€œChoose File” button and select the
    zip plugin file you received from your computer’s file system.


  4. One the file path to the plugin is visible in the β€œchoose file” field, Click the
    β€œInstall” button, and the plugin will automatically install. If the installation is
    successful, you will be taken to the β€œPlugin Management Dashboard” with a
    green success message displayed.



  5. At this point, the plugin is installed, but must still be enabled. To enable the
    plugin, select the check box on the same line as the plugin:



  6. After selecting the checkbox as instructed in step 6, a window will slide in from
    the right of your screen (example images below). Review the β€œData Access
    Requests” at the top and click the β€œEnable” button at the bottom of this
    window.



    *There is a list of tables and fields that the plugin is requesting access to


    The plugin is now installed and you will see the check box indicating it is also
    now enabled. From the Plugin Management Dashboard, click on the name of
    the plugin to go to the β€œSummary Page” of the plugin.



  7. On the β€œPlugin Summary Page”, click the β€œData Provider Configuration” link.



  8. After clicking on the β€œData Provider Configuration” link from the previous step,
    you will see The β€œOAuth Credentials” that includes your ClientID and Client
    Secret.

    *Note - If you are on a later version of PowerSchool, you may see the
    β€œAdditional Configuration” section. In this section, please make sure the
    β€œAccess Level for v1 APIs” is set to β€œRead Access” and the β€œMaximum Page
    Size” is set to 100, then click β€œSubmit”.



  9. Next, you will copy the β€œClient ID” and β€œClient Secret” into our configuration.

In the secure webform that loaded when you clicked on the link from our
email, under the heading β€œPowerSchool Connection”, you can now enter the
OAuth Client ID, OAuth Client Secret, and API Endpoint*


*The API endpoint is typically the web address where you login to
PowerSchool (Example https://yourdistrict.powerschool.com, or
https://powerschool.yourdistrict.com )

 

Steps to Install Automated Rostering Plugin for PowerSchool
(Older PowerSchool Versions)

  1. Login to your PowerSchool account as an administrator. In the left hand
    navigation, under the β€œSetup” section, click the β€œSystem” link.



  2. On the β€œSystem” page, scroll down to the β€œServer” section, and select the
    β€œSystem Settings” link.

  3. On the β€œSystem Settings page”, select the β€œPlugin Management
    Configuration” link:



  4. From the β€œPlugin Management Dashboard”, click the β€œInstall” button.



  5. From the β€œPlugin Install” page, click on the β€œChoose File” button and select the
    zip plugin file you received from your computer’s file system.



  6. One the file path to the plugin is visible in the β€œchoose file” field, Click the
    β€œInstall” button, and the plugin will automatically install. If the installation is
    successful, you will be taken to the β€œPlugin Management Dashboard” with a
    green success message displayed.



  7. At this point, the plugin is installed, but must still be enabled. To enable the
    plugin, select the check box on the same line as the plugin:



  8. After selecting the checkbox as instructed in step 6, a window will slide in from
    the right of your screen (example images below). Review the β€œData Access
    Requests” at the top and click the β€œEnable” button at the bottom of this
    window.



    *There is a list of tables and fields that the plugin is requesting access to

  9. The plugin is now installed and you will see the check box indicating it is also
    now enabled. From the Plugin Management Dashboard, Click on the name of
    the plugin to go to the β€œSummary Page” of the plugin.

  10. On the β€œPlugin Summary Page”, click the β€œData Provider Configuration” link.



  11. After clicking on the β€œData Provider Configuration” link from the previous step,
    you will see the β€œOAuth Credentials” that includes your ClientID and Client
    Secret.

  12. In the secure webform that loaded when you clicked on the link from our
    email, under the heading β€œPowerSchool Connection”, you can now enter the
    OAuth Client ID, OAuth Client Secret, and API Endpoint*

    *The API endpoint is typically the web address where you login to
    PowerSchool (Example https://yourdistrict.powerschool.com, or
    https://powerschool.yourdistrict.com )


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