How to manage year group rollover with SSO

Summary

• SSO allows real-time management of year groups in ClickView.
• Pick a rollover method based on your Active Directory security group structure.
• Method 1 involves managing year groups within Active Directory only.
• Method 2 involves making updates within ClickView only.
• Year group mappings should only be edited by your ClickView Administrator with SSO knowledge.

Choosing and performing year group rollover

Maintaining accurate year group mappings ensures correct access for students in ClickView. If your institution uses Single Sign-On (SSO), you can update security groups directly.

Choosing the correct rollover method

The method for rolling over year groups depends on your current group structure.

Method 1: Year-based security groups

If your groups are organised by year (e.g., ‘Year 1’, ‘Year 2’, … ‘Year 12’), you must migrate each student to the next year group within Active Directory. No changes are needed within ClickView. Incoming students should be added to the lowest year group, and outgoing students removed as appropriate.

Method 2: Class year security groups

If your groups are structured by class year (e.g., ‘Class of 2020’, ‘Class of 2021’, … ‘Class of 2030’), you must perform a year group rollover within ClickView. This requires each year group in ClickView to move up by one, and manually adding the new group for incoming students.

To perform a year group rollover, follow the step-by-step instructions below.

How to roll over year groups in ClickView (Method 2)

1. Sign in to ClickView with an Administrator account.
2. Click on your avatar at the top right of the screen and choose Settings.
   
3. On the Settings page, select SSO year group mappings under the User management section.
   
4. Review the mapping screen. Ensure each security group from Active Directory is matched to the correct year group in ClickView.
5. Click Rollover values to move each value to the next year group for the annual rollover.
   
6. Cycle out the oldest year (for example, Year 6) and refer to your Active Directory for the new security group name to populate the now-empty first year group (for example, Reception).
   
7. Click Save changes to apply your updated year group mappings.

Frequently asked questions