This section describes how to set up the Ed-Fi ODS / API v5.2 in sandbox mode. Before you proceed, make sure you have installed prerequisites listed in Getting Started - Binary Installation.

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

The Ed-Fi ODS / API installation packages can be downloaded from the following links:

Package Links

The required release packages to install the Ed-Fi ODS / API can be found at the links below. We recommend you stay current with the latest patch update that has been promoted to release.

• EdFi.Suite3.Installer.WebApi
• EdFi.Suite3.Installer.SwaggerUI
• EdFi.Suite3.Installer.SandboxAdmin
• EdFi.Suite3.RestApi.Databases

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 (this will prevent Powershell from asking for permission to load every module in the installer) and click OK.

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 the Microsoft SQL Server or PostgreSQL backend. Update the settings by consulting the relevant sample provided below.

SQL Server Configuration Sample

 "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": "Sandbox",
  "Engine": "SQLServer",
  "MinimalTemplateScript": "EdFiMinimalTemplate",
  "PopulatedTemplateScript": "GrandBend",
   ...
  }

PostgreSQL Configuration Sample

 "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": "Sandbox",
  "Engine": "PostgreSQL",
  "MinimalTemplateScript": "PostgreSQLMinimalTemplate",
  "PopulatedTemplateScript": "PostgreSQLPopulatedTemplate",
   ...
  }

Run Installation Script

After you edit the configuration.json file, 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

Then, 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 and 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 (more examples can be found in the Install-EdFiOdsWebApi.psm1 file). At a minimum, database connection information is required.

Copy and modify the following parameter code to fit your connection information:

$parameters = @{
    PackageVersion = "5.2.14406"
    DbConnectionInfo = @{
        Engine="SqlServer"
        Server="localhost"
        UseIntegratedSecurity=$true
    }
    InstallType = "Sandbox"    
}

$parameters = @{
    PackageVersion = "5.2.14406"
    DbConnectionInfo = @{ 
       Engine="PostgreSQL" 
       Server="localhost" 
       Username="postgres"
    }
    InstallType = "Sandbox"    
}

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

Run the Installation Script

Next, run the following command in the PowerShell window:

Install-EdFiOdsWebApi @parameters

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 and 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 (more examples can be found in the Install-EdFiOdsWebApi.psm1 file). At a minimum, WebAPI connection information is required.

Copy and modify the following parameter code to add your site name:

$parameters = @{
    PackageVersion = "5.2.14406"
    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

Then, run the following command in the PowerShell window:

Install-EdFiOdsSwaggerUI @parameters

Step 5. Install SandboxAdmin (for Sandbox Mode Only)

Extract the contents of the EdFi.Suite3.Installer.SandboxAdmin 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.SandboxAdmin).

Prepare Installation Script

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

Import-Module .\Install-EdFiOdsSandboxAdmin.psm1

The Swagger UI installer can take a number of parameters to tailor the install experience (more examples can be found in the Install-EdFiOdsWebApi.psm1 file). At a minimum, WebAPI connection information is required.

Copy and modify the following parameter code to add your site name:

$parameters = @{
    PackageVersion = "5.2.14406"
    OAuthUrl = "https://YOUR_SITE_OR_SERVER_NAME_HERE/WebApi"
}

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

Run the Installation Script

Next, run the following command in the PowerShell window:

Install-EdFiOdsSandboxAdmin @parameters

Step 6. Restart your Website

Just a few more tasks to complete your installation: 

• Open IIS (Press the Windows key  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.

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

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