This section describes how to set up the Ed-Fi ODS / API v7.1 for sandbox support. 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.

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.

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

The basic settings for Microsoft SQL Server deployment are provided in configuration.json and the basic settings for PostgreSQL deployment are provided in configuration.postgreSQL.json file. If deploying to PostgreSQL, you can delete configuration.json file; you can delete configuration.postgreSQL.json when deploying to a Microsoft SQL Server. Update the settings in the file to fit your needs.

SQL Server

 "ConnectionStrings": {
     "EdFi_Admin": "server=(local);trusted_connection=True;database=EdFi_Admin;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_Master": "server=(local);trusted_connection=True;database=master;Application Name=EdFi.Ods.WebApi"
  },
  "InstallType": "Sandbox",
  "ApiSettings": {
     "Engine": "SQLServer",
     ...
     "MinimalTemplateScript": "TPDMCoreMinimalTemplate",
     "PopulatedTemplateScript": "TPDMCorePopulatedTemplate"
  }

PostgreSQL

 "ConnectionStrings": {
     "EdFi_Admin": "host=localhost;port=5432;username=postgres;database=EdFi_Admin;Application Name=EdFi.Ods.WebApi",
     "EdFi_Security": "host=localhost;port=5432;username=postgres;database=EdFi_Security;Application Name=EdFi.Ods.WebApi",
     "EdFi_Master": "host=localhost;port=5432;username=postgres;database=postgres;Application Name=EdFi.Ods.WebApi"
  },
  "InstallType": "Sandbox",
  "ApiSettings": {
     "Engine": "PostgreSQL",
     ...
     "MinimalTemplateScript": "TPDMCorePostgreSqlMinimalTemplate",
     "PopulatedTemplateScript": "TPDMCorePostgreSqlPopulatedTemplate"
  }

ODS connection strings are now managed with the ODS instance definitions in the EdFi_Admin database but they can also be overridden using configuration settings (including external configuration sources such as AWS Systems Manager Parameter Store).

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:

SQL Server

$parameters = @{
    PackageVersion = "7.1.1294"
    PackageName = "EdFi.Suite3.Ods.WebApi.Standard.5.0.0"
    DbConnectionInfo = @{
       Engine="SqlServer"
       Server="localhost"
       UseIntegratedSecurity=$true
    }
    IsSandbox = $true
    UnEncryptedConnection = $true
}

PostgreSQL

$parameters = @{
    PackageVersion = "7.1.1294"      
    PackageName = "EdFi.Suite3.Ods.WebApi.Standard.5.0.0"
    DbConnectionInfo = @{ 
       Engine="PostgreSQL" 
       Server="localhost" 
       Username="postgres"
    }
    IsSandbox = $true
}

Use of UnEncryptedConnection parameter

While deploying to SQL Server, UnEncryptedConnection = $true will add Encrypt=false to the connection strings to mitigate a breaking change in the Microsoft.Data.SqlClient library. This setting is not recommended for production environments; for production environments, is recommended to follow the steps to Install a valid certificate on the server.

ODS Connection String Encryption

By default, an Encryption key will be generated using member New-AESKey from Install-EdFiOdsWebApi.psm1 module. If you need to override the value with an specific key, add OdsConnectionStringEncryptionKey parameter. Key must be 256 bits and base 64 encoded.

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-EdFiOdsSwaggerUI.psm1 file). At a minimum, WebAPI connection information is required.

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

$parameters = @{
    PackageVersion = "7.1.1192"
    WebApiVersionUrl = "https://YOUR_SITE_OR_SERVER_NAME_HERE/WebApi"
	PrePopulatedKey = "YOUR_POPULATED_KEY_HERE"
    PrePopulatedSecret = "YOUR_POPULATED_SECRET_HERE"  
}

The PrePopulatedKey and PrePopulatedSecret can be optionally set as parameters to explicitly set the default authorization key and secret used by Swagger to connect to the Populated Sandbox Instance created by the Sandbox Admin App.

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 Support 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.SandboxAdmin folder and run the following PowerShell command to load modules for installation:

Import-Module .\Install-EdFiOdsSandboxAdmin.psm1

The SandboxAdmin installer can take a number of parameters to tailor the install experience (more examples can be found in the Install-EdFiOdsSandboxAdmin.psm1 file). At a minimum, OAuthUrl information is required.

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

SQL Server

$parameters = @{
    PackageVersion = "7.1.1192"
    Settings = @{ OAuthUrl = "https://YOUR_SITE_OR_SERVER_NAME_HERE/WebApi"	}
    PrePopulatedKey = "YOUR_POPULATED_KEY_HERE"
    PrePopulatedSecret = "YOUR_POPULATED_SECRET_HERE" 
    UnEncryptedConnection = $true 
}

PostgreSQL

$parameters = @{
    PackageVersion = "7.1.1192"
    Settings = @{ OAuthUrl = "https://YOUR_SITE_OR_SERVER_NAME_HERE/WebApi" }
    Engine="PostgreSQL"
    PrePopulatedKey = "YOUR_POPULATED_KEY_HERE"
    PrePopulatedSecret = "YOUR_POPULATED_SECRET_HERE" 
}

The PrePopulatedKey and PrePopulatedSecret can be optionally set as parameters to explicitly set the default authorization key and secret used by the Populated Sandbox Instance created by the Sandbox Admin App. If not present, the key and secret will be set to random strings.

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:

Website	URL
Ed-Fi ODS / API	https://YOUR_SERVER_NAME_HERE/WebApi/
Sandbox Administration (for Sandbox Support Only)	https://YOUR_SERVER_NAME_HERE/SandboxAdmin
Ed-Fi ODS / API Documentation	https://YOUR_SERVER_NAME_HERE/SwaggerUI

Find out more about how to begin using the Ed-Fi ODS / API:

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

Package Links

Step 2. Install the Ed-Fi Databases

Edit the configuration.json File

Run Installation Script

Step 3. Install WebApi

Prepare Installation script

Run the Installation Script

Step 4. Install Swagger

Prepare Installation Script

Run the Installation Script

Step 5. Install SandboxAdmin (for Sandbox Support Only)

Prepare Installation Script

Run the Installation Script

Step 6. Restart your Website

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