How To: Load the ODS with Sample XML Data using Bulk Load Client Utility

This article uses the core sample data released with Ed-Fi Data Standard v4.0. If you have an extension that extends core entities with additional required fields, the core sample data may fail to fulfill those additional requirements and fail to load.

This article describes the steps needed to populate an Ed-Fi ODS with sample XML data, using the Ed-Fi Bulk Load Client utility.

The steps can be summarized as:

Detail on each step follows.

Step 1. Install the Ed-Fi Bulk Load Client

Ensure that you have an instance of the Ed-Fi ODS / API running locally that has been set up following the Getting Started - Source Code Installation.
Ensure .NET 6.0 SDK is installed.

Add Ed-Fi package source by running the following command in PowerShell:

if (-not [Net.ServicePointManager]::SecurityProtocol.HasFlag([Net.SecurityProtocolType]::Tls12)) {
   [Net.ServicePointManager]::SecurityProtocol += [Net.SecurityProtocolType]::Tls12
}
if(-not (Get-PackageSource -ProviderName NuGet | Where-Object -Property Name -eq "Ed-FiAzureArtifacts")){
    Write-Host "Registering Ed-Fi Package Source..."
    Register-PackageSource -Name Ed-FiAzureArtifacts `
        -Location "https://pkgs.dev.azure.com/ed-fi-alliance/Ed-Fi-Alliance-OSS/_packaging/EdFi/nuget/v3/index.json" `
        -ProviderName NuGet
    Write-Host "Ed-Fi package source configured"
}

Install the Ed-Fi Bulk Load Client from a PowerShell prompt using the following command:

Install the Ed-Fi Bulk Load Client

c:\>mkdir {YourInstallFolder}
c:\> dotnet tool install EdFi.Suite3.BulkLoadClient.Console --version 6.1.24 --tool-path {YourInstallFolder}
You can invoke the tool using the following command: EdFi.BulkLoadClient.Console
Tool 'edfi.suite3.bulkloadclient.console' (version '6.1.24') was successfully installed.

You can verify that the EdFi.BulkLoadClient.Console.exe is available by browsing to this location {YourInstallFolder}\EdFi.BulkLoadClient.Console.exe

Step 2. Download Scripts and Sample Data

Download and Extract Ed-Fi-SampleDataLoad.zip to a local folder. We recommend C:\Ed-Fi-SampleDataLoad.
Ed-Fi-SampleDataLoad.zip contains all the scripts and directory structure used in this how-to article.
Download the Sample XML to Ed-Fi-SampleDataLoad\Sample XML
Download the Descriptors to Ed-Fi-SampleDataLoad\Bootstrap
Move the following files from Ed-Fi-SampleDataLoad\Sample XML to Ed-Fi-SampleDataLoad\Bootstrap
- Standards.xml
- EducationOrganization.xml
- CreditCategoryDescriptor.xml
- IndicatorDescriptor.xml
- IndicatorGroupDescriptor.xml
- IndicatorLevelDescriptor.xml
- ProgramCharacteristicDescriptor.xml

The Bootstrap folder is used to load the necessary Descriptors and Education Organization used by the ODS / API. Since they require a special claimset (enabled in Step 4, below) they must be loaded separately from the other sample files.

Step 3. Create an Empty Sandbox

Open a PowerShell session.
Navigate to \Ed-Fi-ODS-Implementation\ directory
Execute .\Initialize-PowershellForDevelopment.ps1 and then Reset-EmptySandboxDatabase.
The script will create EdFi_Ods_Sandbox_Empty Database.

Step 4. Create API Client for Empty Sandbox

Execute CreateApiClientforEmptySandbox.sql against the EdFi_Admin database. This will create claims needed to access EdFi_Ods_Sandbox_Empty ODS.

SQL Server

CreateApiClienforEmptySandbox.sql

DECLARE @VendorName nvarchar(150) = 'Empty Test Vendor'
DECLARE @NamespacePrefix nvarchar (255) = 'uri://ed-fi.org'
DECLARE @NamespacePrefixEdu nvarchar (255) = 'uri://gbisd.edu'
DECLARE @UserFullName varchar(150) = 'Empty Test User'
DECLARE @UserEmailAddress varchar(150) = 'emptytest@ed-fi.org'
DECLARE @ApplicationName nvarchar(255) = 'Default Sandbox Application Empty'
DECLARE @ClaimSetName nvarchar(255) = 'Bootstrap Descriptors and EdOrgs'
DECLARE @ApiClientName nvarchar(50) = 'Empty Demonstration Sandbox'
DECLARE @EducationOrganizationId int = 255901 --Must be an ed-org in the ODS
DECLARE @Key nvarchar(50) = 'empty'
DECLARE @Secret nvarchar(100) = 'emptySecret'
 
DECLARE @IsPopulatedSandbox bit = 0
-- For Shared/YearSpecific/DistrictSpecific
-- For Sandbox
DECLARE @UseSandbox bit = 1
 
DECLARE @VendorId int
DECLARE @UserId int
DECLARE @ApplicationId int
DECLARE @ApplicationEducationOrganizationId int
DECLARE @ApiClientId int
 
-- Clear @IsPopulatedSandbox if not using sandbox
IF (@UseSandbox = 0)
    SET @IsPopulatedSandbox = 0
 
-- Ensure Vendor exists
SELECT @VendorId = VendorId FROM [dbo].[Vendors] WHERE VendorName = @VendorName
 
IF(@VendorId IS NULL)
BEGIN
    INSERT INTO [dbo].[Vendors] (VendorName)
    VALUES (@VendorName)
 
    SET @VendorId = SCOPE_IDENTITY()
END
 
-- Ensure correct namespace prefixes are set up
DELETE FROM [dbo].[VendorNamespacePrefixes] WHERE Vendor_VendorId = @VendorId
INSERT INTO [dbo].[VendorNamespacePrefixes] (Vendor_VendorId, NamespacePrefix)
VALUES (@VendorId, @NamespacePrefix)
INSERT INTO [dbo].[VendorNamespacePrefixes] (Vendor_VendorId, NamespacePrefix)
VALUES (@VendorId, @NamespacePrefixEdu) 
-- Ensure User exists for test Vendor
SELECT @UserId = UserId FROM [dbo].[Users] WHERE FullName = @UserFullName AND Vendor_VendorId = @VendorId
 
IF(@UserId IS NULL)
BEGIN
    INSERT INTO [dbo].[Users] (Email, FullName, Vendor_VendorId)
    VALUES (@UserEmailAddress, @UserFullName, @VendorId)
 
    SET @UserId = SCOPE_IDENTITY()
END
ELSE
BEGIN
    UPDATE [dbo].[Users] SET Email = @UserEmailAddress WHERE UserId = @UserId
END
 
-- Ensure Application exists
SELECT @ApplicationId = ApplicationId FROM [dbo].[Applications] WHERE ApplicationName = @ApplicationName AND Vendor_VendorId = @VendorId
 
IF (@ApplicationId IS NULL)
BEGIN
    INSERT INTO [dbo].[Applications] (ApplicationName, Vendor_VendorId, ClaimSetName)
    VALUES (@ApplicationName, @VendorId, @ClaimSetName)
 
    SET @ApplicationId = SCOPE_IDENTITY()
END
ELSE
BEGIN
    UPDATE [dbo].[Applications] SET ClaimSetName = @ClaimSetName WHERE ApplicationId = @ApplicationId
END
 
-- Ensure ApiClient exists
SELECT @ApiClientId = ApiClientId FROM [dbo].[ApiClients] WHERE Application_ApplicationId = @ApplicationId AND [Name] = @ApiClientName
 
IF(@ApiClientId IS NULL)
BEGIN
    INSERT INTO [dbo].[ApiClients] ([Key], [Secret], [Name], IsApproved, UseSandbox, SandboxType, Application_ApplicationId, User_UserId, SecretIsHashed)
    VALUES (@Key, @Secret, @ApiClientName, 1, @UseSandbox, @IsPopulatedSandbox, @ApplicationId, @UserId, 0)
 
    SET @ApiClientId = SCOPE_IDENTITY()
END
ELSE
BEGIN
    UPDATE [dbo].[ApiClients] SET [Key] = @Key, [Secret] = @Secret, UseSandbox = @UseSandbox, SandboxType = @IsPopulatedSandbox, User_UserId = @UserId, SecretIsHashed = 0 WHERE ApiClientId = @ApiClientId
END
 
IF (@EducationOrganizationId IS NOT NULL)
BEGIN
    -- Clear all education organization links for the selected application
    DELETE acaeo
    FROM dbo.ApiClientApplicationEducationOrganizations acaeo
    INNER JOIN dbo.ApplicationEducationOrganizations aeo
    ON acaeo.ApplicationEducationOrganization_ApplicationEducationOrganizationId = aeo.ApplicationEducationOrganizationId
    WHERE aeo.Application_ApplicationId = @ApplicationId
    DELETE FROM [dbo].[ApplicationEducationOrganizations] WHERE Application_ApplicationId = @ApplicationId
 
    -- Ensure correct education organizations are set up
    INSERT INTO [dbo].[ApplicationEducationOrganizations] (EducationOrganizationId, Application_ApplicationId)
    VALUES (@EducationOrganizationId, @ApplicationId)
    SELECT @ApplicationEducationOrganizationId = SCOPE_IDENTITY()
 
    INSERT INTO [dbo].[ApiClientApplicationEducationOrganizations] (ApplicationEducationOrganization_ApplicationEducationOrganizationId, ApiClient_ApiClientId)
    VALUES (@ApplicationEducationOrganizationId, @ApiClientId)
END

PostgreSQL

CreateApiClienforEmptySandbox.sql

DO $$ 
DECLARE

vendor_name varchar(150) := 'Empty Test Vendor';
namespace_prefix varchar(255) = 'uri://ed-fi.org';
namespace_prefix_edu varchar(255) = 'uri://gbisd.edu';
user_full_name varchar(150) = 'Local Test User';
user_email_address varchar(150) = 'emptytest@ed-fi.org';
application_name varchar(255) = 'Default Sandbox Application Empty';
claimset_name varchar(255) = 'Bootstrap Descriptors and EdOrgs';
api_client_name varchar(50) = 'Empty Demonstration Sandbox';
education_organization_id int = 255901; --Must be an ed-org in the ODS
client_key varchar(50) = 'Empty';
client_secret varchar(100) = 'emptySecret';

is_populated_sandbox INT = 0;
-- For Shared/YearSpecific/DistrictSpecific
use_sandbox boolean = False;
-- For Sandbox
--use_sandbox bit = 1;

vendor_id int;
user_id int;
application_id int;
application_education_organization_id int;
api_client_id int;

BEGIN 
-- Clear is_populated_sandbox if not using sandbox
IF NOT use_sandbox
THEN
    SELECT 0 INTO is_populated_sandbox;
END IF;

-- Ensure Vendor exists
SELECT VendorId INTO vendor_id FROM dbo.Vendors WHERE VendorName = vendor_name;

IF(vendor_id IS NULL)
THEN
    INSERT INTO dbo.Vendors (VendorName)
    VALUES (vendor_name);

    SELECT LASTVAL() INTO vendor_id;
END IF;

-- Ensure correct namespace prefixes are set up
DELETE FROM dbo.VendorNamespacePrefixes WHERE Vendor_VendorId = vendor_id;
INSERT INTO dbo.VendorNamespacePrefixes (Vendor_VendorId, NamespacePrefix)
VALUES (vendor_id, namespace_prefix);
INSERT INTO dbo.VendorNamespacePrefixes (Vendor_VendorId, NamespacePrefix)
VALUES (vendor_id, namespace_prefix_edu);

-- Ensure User exists for test Vendor
SELECT UserId INTO user_id FROM dbo.Users WHERE FullName = user_full_name AND Vendor_VendorId = vendor_id;


IF(user_id IS NULL)
THEN
    INSERT INTO dbo.Users (Email, FullName, Vendor_VendorId)
    VALUES (user_email_address, user_full_name, vendor_id);

    SELECT LASTVAL() INTO user_id;
ELSE
	UPDATE dbo.Users SET Email = user_email_address WHERE UserId = user_id;
END IF;

-- Ensure Application exists
SELECT ApplicationId INTO application_id FROM dbo.Applications WHERE ApplicationName = application_name AND Vendor_VendorId = vendor_id;

IF (application_id IS NULL)
THEN 
    INSERT INTO dbo.Applications (ApplicationName, Vendor_VendorId, ClaimSetName)
    VALUES (application_name, vendor_id, claimset_name);

	SELECT LASTVAL() INTO application_id;
ELSE
	UPDATE dbo.Applications SET ClaimSetName = claimset_name WHERE ApplicationId = application_id;
END IF;

-- Ensure ApiClient exists
SELECT  ApiClientId INTO api_client_id FROM dbo.ApiClients WHERE Application_ApplicationId = application_id AND Name = api_client_name;

IF(api_client_id IS NULL)
THEN
    INSERT INTO dbo.ApiClients (Key, Secret, Name, IsApproved, UseSandbox, SandboxType, Application_ApplicationId, User_UserId, SecretIsHashed)
    VALUES (client_key, client_secret, api_client_name, TRUE, use_sandbox, is_populated_sandbox, application_id, user_id, FALSE);

	SELECT  LASTVAL() INTO api_client_id;
ELSE
	UPDATE dbo.ApiClients SET Key = client_key, Secret = client_secret, UseSandbox = use_sandbox, SandboxType = is_populated_sandbox, User_UserId = user_id, SecretIsHashed = FALSE WHERE ApiClientId = api_client_id;
END IF;

IF (education_organization_id IS NOT NULL)
THEN
	-- Clear all education organization links for the selected application
	DELETE 
	FROM dbo.ApiClientApplicationEducationOrganizations WHERE 
	ApplicationEdOrg_ApplicationEdOrgId IN ( SELECT ApplicationEducationOrganizationId 
											 FROM dbo.ApplicationEducationOrganizations 
											 WHERE Application_ApplicationId = application_id);
	DELETE FROM dbo.ApplicationEducationOrganizations WHERE Application_ApplicationId = application_id;

	-- Ensure correct education organizations are set up
    INSERT INTO dbo.ApplicationEducationOrganizations (EducationOrganizationId, Application_ApplicationId)
    VALUES (education_organization_id, application_id);
	SELECT  LASTVAL() INTO application_education_organization_id;

    INSERT INTO dbo.ApiClientApplicationEducationOrganizations (Applicationedorg_Applicationedorgid, ApiClient_ApiClientId)
    VALUES (application_education_organization_id, api_client_id);
END IF;
END $$;

Step 5. Run the Bootstrap Script to Load Descriptors, Standards and Education Organizations

Open a PowerShell session.
Navigate to Ed-Fi-SampleDataLoad directory (e.g., C:\Ed-Fi-SampleDataLoad).
Open the LoadBootstrapData.ps1 file in notepad or Windows PowerShell ISE and update the $apiLoaderExe variable Value where EdFi.BulkLoadClient.Console is installed in Step 1.
Example $apiLoaderExe= "{YourInstallFolderFullPath}\EdFi.BulkLoadClient.Console.exe"
For Postgres Only, Please update Key & Secret "-k", "Empty", "-s", "emptySecret"
Save and Execute LoadBootstrapData.ps1.
The script will run the Bulk Load Client loading data from the Bootstrap folder to the Empty Sandbox Database.

Step 6. Update Claim Set to Load Sample Data

Execute EnableSandboxClaimset.sql against the EdFi_Admin database. This will change the claim set for the empty sandbox database you created in Step 4 to the Ed-Fi Sandbox claimset.
SQL Server
EnableSandboxClaimset.sql

UPDATE [dbo].[Applications] SET [ClaimSetName] = 'Ed-Fi Sandbox' WHERE [ApplicationName] = 'Default Sandbox Application Empty' GO
PostgreSQL
EnableSandboxClaimset.sql

UPDATE dbo.Applications SET ClaimSetName = 'Ed-Fi Sandbox' WHERE ApplicationName = 'Default Sandbox Application Empty';

Step 7. Run the Bootstrap Script to Load Sample Data

Restart the instance of the Ed-Fi ODS / API running locally again to refresh the claims.
Open a PowerShell session.
Navigate to Ed-Fi-SampleDataLoad directory (e.g., C:\Ed-Fi-SampleDataLoad).
Open the LoadSampleData.ps1 file in notepad or Windows PowerShell ISE and update the $apiLoaderExe variable Value where EdFi.BulkLoadClient.Console is installed in Step 1.
Example $apiLoaderExe= "{YourInstallFolderFullPath}\EdFi.BulkLoadClient.Console.exe"
For Postgres Only, Please update Key & Secret "-k", "Empty", "-s", "emptySecret"
Save and Execute LoadSampleData.ps1.
The script will run the Bulk Load Client to load data from the Sample XML folder to the Empty Sandbox Database.

Downloads

The following link contains the scripts and directory setup used in this how-to article.

Ed-Fi-SampleDataLoad.zip

The following GitHub links contain the sample XML files and the as-shipped Ed-Fi Descriptor XML.

Sample XML
Descriptors