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COLLEGE SETUP DOCUMENTATIONCollege setup
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FOR COLLEGE ADMINISTRATORS & IT TEAMS

Microsoft accounts.
One familiar sign-in.

A practical guide to preparing Microsoft work and school sign-in for your college’s staff and students.

Preparation guide · Microsoft sign-in is not enabled in the current pilot.

New college trials use a temporary username and password; Microsoft setup is not required to explore sample data. The original DataWiz pilot retains its existing sign-in. The steps marked “Prepare now” can be completed today. Consent, account linking and activation follow a supported Microsoft-authentication deployment. Saving tenant details or reading this guide does not enable Microsoft login.

A SHARED PLATFORM. YOUR OWN TENANT.

How the connection will work.

edSI’s planned standard connection uses one Microsoft application registered and managed by the edSI platform. Each college authorizes that application in its own Microsoft tenant. The college keeps control of its Microsoft accounts and tenant policies.

Your college

Confirms its tenant, nominates administrators, approves the connection and reviews staff and student access.

edSI

Maintains the shared application, configures the sign-in endpoints, validates identities and enforces each college’s approved memberships.

App registration is normally a one-time edSI platform task. New colleges normally approve the shared app in their own tenant. A dedicated college-managed registration is a separate deployment option that must be agreed with edSI before creating it.

START WITH THE ESSENTIALS

What your college needs.

PrepareWhat to check
Microsoft tenant IDThe directory identifier for the Microsoft 365 tenant used by your college. Find it in Microsoft Entra ID’s overview or properties.
Primary college administratorThe Microsoft work/school sign-in username (UPN) for the person who should administer your edSI college. Confirm whether their email address is also their sign-in username.
College email domainsThe verified domains used by your staff and students. Record any different staff and student domains.
Approved account rosterWho is an administrator, staff member, finance officer, instructor or student. Include student-record and cohort assignments.
Microsoft tenant administratorA person authorized to review the enterprise application and grant the required organizational consent. Your edSI administrator and Microsoft tenant administrator can be different people.
Open Microsoft Entra admin center
FROM PREPARATION TO ROLLOUT

Your setup steps.

  1. 01
    Prepare now

    Confirm your Microsoft tenant and administrator.

    Open the Microsoft Entra admin center and select your college’s directory. Confirm that the proposed primary edSI administrator is an active work/school account. Check its sign-in username, and confirm that staff and students belong to the intended tenant.

    Have your Microsoft tenant administrator available for consent and any tenant-policy changes.

  2. 02
    Prepare now

    Gather your tenant and account details.

    Record the tenant ID, primary administrator username and staff/student email domains. In the standard shared-app connection, edSI supplies the application client ID. A new college does not normally create its own app registration or generate application credentials.

    Keep these non-secret details ready for the activation process. A dedicated Microsoft connection form will accompany the sign-in integration.

  3. 03
    Prepare now

    Review staff and student access.

    Prepare the approved account roster. Choose a primary college administrator, assign staff responsibilities, and match students to their existing college records. Review instructor cohort assignments.

    Microsoft verifies identity; edSI’s college memberships determine the records and actions each person can access.

  4. 04
    At activation

    Authorize edSI in your Microsoft tenant.

    When the connection is available, use the official connection link supplied inside edSI. An authorized Microsoft administrator reviews the app identity and requested permissions, then grants the required consent. Microsoft creates the local enterprise application in your college’s tenant.

    The initial sign-in scope is identity only: openid, profile and email. Directory provisioning, licence changes and Moodle operations require separate implementation and permission review.

  5. 06
    At activation

    Test a small group, then launch.

    Test the primary administrator, one staff member and one student. Check college selection, assigned access, sign-out and your Microsoft MFA policies. Confirm that an unapproved account and a user from another college cannot access your records.

    Approve the rollout after these checks pass, with a tested administrator recovery route before changing the college’s login method.

IDENTITY & PERMISSIONS

Keep credentials in the right place.

For the standard shared connection

Your college supplies its tenant details and consent. edSI manages its application credential. No college Microsoft password, client secret or private certificate key belongs in a general support message, document or connection-metadata field.

The sign-in implementation will request the basic identity scopes openid, profile and email. Account creation, directory writes and licence management have separate permission requirements. Consent to sign in does not by itself enable those operations.

For a separately agreed college-managed application, edSI will provide the exact application configuration and callback URL. Its production credential must be installed through secure server settings; Microsoft recommends certificate credentials over client secrets for production.

UNDERSTAND THE CONNECTIONS

Sign-in is the first connection.

ConnectionPurposeCurrent pilot status
Microsoft sign-inVerify staff and student identities using work/school accounts.Preparation only; implementation pending.
Microsoft account provisioningCreate accounts and assign approved Microsoft 365 licences.Not enabled; separate permissions and testing required.
Moodle synchronizationImport reviewed records and synchronize approved cohort/course memberships.Metadata and mapping planning only; live sync pending.

If Moodle already uses Microsoft sign-in, keep that integration in service during edSI preparation. edSI’s connection is configured separately, using the intended college tenant and reviewed account links.

COMMON QUESTIONS

A few useful answers.

Do we need to create a Microsoft app registration?

Normally, no. In the planned shared-app model, edSI manages its application registration and your Microsoft administrator authorizes it in your college tenant. The original app-registration instructions apply to edSI’s platform setup, or a dedicated connection agreed in advance.

Where do we get the application client ID?

edSI will supply the shared application’s client ID as part of the verified activation process. Your own tenant ID identifies your college. Do not create or paste a different application’s client ID to try to enable login.

Can everyone with our email domain access college records?

A domain identifies an email address, not a permission. Each person needs an approved college membership and role; a student also needs the correct student-record link. Microsoft sign-in will not automatically grant administrator privileges.

Can our Microsoft administrator differ from our edSI administrator?

Yes. The person granting Microsoft tenant consent can be different from the person managing edSI. Record the primary edSI administrator’s work/school username and verify their identity during account linking.

Can we enable Microsoft login today by saving tenant details?

No. New trials use a temporary username and password. Connection metadata is preparation only. edSI will provide the verified consent and callback configuration when the authentication deployment is ready.

What if our college needs its own application registration?

Discuss a dedicated connection with edSI before registering the app. For a college-only deployment, organizational single-tenant registration may be appropriate. Redirect URLs, account types, credentials and ownership must match that specific deployment.

PRIMARY DOCUMENTATION

Microsoft references.

Ready for the next step?

Gather your tenant ID, administrator username, email domains and approved account roster. Keep them ready for the verified activation process.

Return to college setupNew trials use a username and password. Configure institutional identity during implementation.