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Version: 5.4

Year-Specific Installation Steps

This section describes how to set up the Ed-Fi ODS / API in year-specific mode. Before you proceed, make sure you have installed the prerequisites listed in Getting Started - Binary Installation.

Step 1. Download the Ed-Fi ODS / API Installer Packages

Package Links:

For each of the downloads, right-click and select "Properties." Update the file extension (from .nupkg to .zip). Remove the version number (optional). Check the box next to Unblock and click OK.

Unblock File

info

You may need to configure TLS while running the installation scripts described in steps below:

[Net.ServicePointManager]::SecurityProtocol += [Net.SecurityProtocolType]::Tls12

Step 2. Install the Ed-Fi Databases

Extract the contents of the EdFi.Suite3.RestApi.Databases package. The paths in these instructions assume that the package was extracted to a folder with the name of the package (e.g., C:\temp\EdFi.Suite3.RestApi.Databases).

Edit the configuration.json File

There are several settings in the configuration file that are left empty as they depend on whether you are opting for SQL Server or PostgreSQL backend. Update the settings by consulting the samples provided below.

SQL Server
"ConnectionStrings": {
"EdFi_Ods": "server=(local);trusted_connection=True;database=EdFi_{0};Application Name=EdFi.Ods.WebApi",
"EdFi_Security": "server=(local);trusted_connection=True;database=EdFi_Security;persist security info=True;Application Name=EdFi.Ods.WebApi",
"EdFi_Admin": "server=(local);trusted_connection=True;database=EdFi_Admin;Application Name=EdFi.Ods.WebApi",
"EdFi_Master": "server=(local);trusted_connection=True;database=master;Application Name=EdFi.Ods.WebApi"
},
"ApiSettings": {
"Mode": "YearSpecific",
"OdsTokens": [2021],
"Engine": "SQLServer",
"MinimalTemplateScript": "TPDMCoreMinimalTemplate",
"PopulatedTemplateScript": "TPDMCorePopulatedTemplate"
}
PostgreSQL
"ConnectionStrings": {
"EdFi_Ods": "host=localhost;port=5432;username=postgres;database=EdFi_{0};Application Name=EdFi.Ods.WebApi",
"EdFi_Security": "host=localhost;port=5432;username=postgres;database=EdFi_Security;Application Name=EdFi.Ods.WebApi",
"EdFi_Admin": "host=localhost;port=5432;username=postgres;database=EdFi_Admin;Application Name=EdFi.Ods.WebApi",
"EdFi_Master": "host=localhost;port=5432;username=postgres;database=postgres;Application Name=EdFi.Ods.WebApi"
},
"ApiSettings": {
"Mode": "YearSpecific",
"OdsTokens": [2021],
"Engine": "PostgreSQL",
"MinimalTemplateScript": "TPDMCorePostgreSqlMinimalTemplate",
"PopulatedTemplateScript": "TPDMCorePostgreSqlPopulatedTemplate"
}
Optional: Custom Extension Plugin Deployment Steps

Copy your extension plugin to the database deployment package. Place the extracted contents of your extension plugin package in the extracted EdFi.Suite3.RestApi.Databases package under Ed-Fi-ODS-Implementation\Plugin folder.

Plugin Folder

Enable your extension plugin in the deployment configuration. Edit the Plugin section of the configuration file and update the Folder and Scripts values to the following:

"Plugin": {
"Folder": "../../Plugin",
"Scripts": []
}

Run Installation Script

Open a PowerShell window in Administrator mode and navigate to the EdFi.Suite3.RestApi.Databases package folder.

Run the following PowerShell command to load modules for installation:

Import-Module .\Deployment.psm1

Next, execute the following command in PowerShell:

Initialize-DeploymentEnvironment

Step 3. Install WebApi

Extract the contents of the EdFi.Suite3.Installer.WebApi package. The paths in these instructions assume that the package was extracted to a folder with the name of the package (e.g., C:\temp\EdFi.Suite3.Installer.WebApi).

Prepare Installation Script

Open a PowerShell window in Administrator mode and navigate to the EdFi.Suite3.Installer.WebApi package folder. Run the following PowerShell command to load modules for installation:

Import-Module .\Install-EdFiOdsWebApi.psm1

The WebApi installer can take a number of parameters to tailor the installation experience. At a minimum, database connection info is required.

SQL Server
$parameters = @{
PackageVersion = "5.4.2285"
DbConnectionInfo = @{
Engine = "SqlServer"
Server = "localhost"
UseIntegratedSecurity = $true
}
InstallType = "YearSpecific"
}
PostgreSQL
$parameters = @{
PackageVersion = "5.4.2285"
DbConnectionInfo = @{
Engine = "PostgreSQL"
Server = "localhost"
Username = "postgres"
}
InstallType = "YearSpecific"
}

Paste the modified parameter code into your PowerShell window and hit Enter.

Run the Installation Script

Run the following command in the PowerShell window:

Install-EdFiOdsWebApi @parameters
Optional: Custom Extension Plugin Deployment Steps

Copy your extension plugin to deployed WebAPI. Place the extracted contents of your extension plugin package in C:\inetpub\Ed-Fi\WebApi\Plugin folder.

Enable your extension plugin in appsettings.json. Open the appsettings.json file found in C:\inetpub\Ed-Fi\WebApi and update the Plugin section as follows:

"Plugin": {
"Folder": "./Plugin",
"Scripts": []
}

WebApi Plugin

Step 4. Install Swagger

Extract the contents of the "EdFi.Suite3.Installer.SwaggerUI" package. The paths in these instructions assume that the package was extracted to a folder with the name of the package (e.g., C:\temp\EdFi.Suite3.Installer.SwaggerUI).

Prepare Installation Script

Open a PowerShell window in Administrator mode and navigate to the "EdFi.Suite3.Installer.SwaggerUI" folder. Run the following PowerShell command to load modules for installation:

Import-Module .\Install-EdFiOdsSwaggerUI.psm1

The Swagger UI installer can take a number of parameters to tailor the install experience. At a minimum, WebAPI connection information is required.

$parameters = @{
PackageVersion = "5.4.2272"
WebApiVersionUrl = "https://YOUR_SITE_OR_SERVER_NAME_HERE/WebApi"
}

Paste the modified parameter into your PowerShell window and execute the code.

Run the Installation Script

Run the following command in the PowerShell window:

Install-EdFiOdsSwaggerUI @parameters

Step 5. Install Admin App

The Admin App provides a graphical interface for platform hosts to administer and manage non-sandbox instances of the Ed-Fi ODS / API. Follow the installation steps here to install Admin App for administration of Ed-Fi ODS / API in YearSpecific mode and then configure your year specific instances as described here. Alternatively, API keys and secrets can be administered by database administrators via SQL queries as outlined in the article How To: Configure Key / Secret.


Step 6. Restart your Website

Just a few more tasks to complete your installation:

  • Open IIS (Press the Windows key Windows logo on your keyboard, type IIS, select Internet Information Services (IIS), and press Enter.)
  • Right-click on the server (alternatively, you can right-click the EdFi web site), and select Stop.

IIS Stop

  • Right-click the server (or EdFi website) again and select Start.

IIS Start

You are now ready to use the Ed-Fi ODS / API. The following URLs are available:

ApplicationURL
Ed-Fi ODS / APIhttps://YOUR_SERVER_NAME_HERE/WebApi/
Ed-Fi Admin Apphttps://YOUR_SERVER_NAME_HERE/AdminApp/
Ed-Fi ODS / API Documentation (Optional, not for production)https://YOUR_SERVER_NAME_HERE/SwaggerUI