Connection: Moodle LMS

Before you get started...

IntelliBoard strongly recommends that the individual installing the IntelliBoard plugin and creating the Moodle Connection be the Site Administrator of the LMS System.  The LMS System user connecting IntelliBoard to Moodle must have the ability to enable web services, and create Moodle tokens.

IntelliBoard is a web-based service. If your LMS is behind a firewall, a port will need to be configured for IntelliBoard services to connect successfully. Contact us for necessary IP addresses.

Getting Connected to IntelliBoard Next!

Step 1: Create Moodle Connection

• Log into IntelliBoard http://next.intelliboard.net/ with the main subscription email.
• Click "Integrations".
• Under Moodle Connection, click "+ Connect".

Step 2: Adding Moodle Site to IntelliBoard

• LMS Name: Name the connection for identification purposes.
• LMS URL: Copy and Paste the URL of your Moodle Based LMS
  
• Token: (Which can be created from your Moodle) To create a new one, please go to:
  • Moodle Version 3.10 or newer versions:
    • Site Administration > Server > Web Services > Manage Tokens
      
  • Moodle 3.9 or Older versions:
    • Site Administration > Plugins > Web Services > Manage Tokens
  • Add a new token > Username or User ID: Must be from an admin user > Service: IntelliData Service

Note: IntelliBoard strongly recommends the individual configuring the IntelliBoard connection must be a Site Administrator of Moodle with the ability to enable web services, change web protocols, and create Moodle tokens.

IntelliBoard is a web-based service. If your LMS is behind a firewall, a port will need to be configured for the IntelliBoard service to connect. For more information about IP addresses, contact us!

• FIRST! Contact us at helpdesk@intelliboard.net for IntelliBoardNext Plugin!
• HERE for the steps to installing the Plugin.

Click HERE for a step-by-step connection video!

Check the following Moodle settings:

• Note: Depending on your Moodle version, the option Web Services is located on 2 different locations:
  • Moodle Version 3.10 or newer versions:
    • Site Administration > Server > Web Services
      
  • Moodle 3.9 or Older versions:
    • Site Administration > Plugins > Web Services
      
•  Make sure that Web Services are enabled:
  • From Moodle LMS system, go to Site Administration > Advance Features.
  • Ensure that Enable Web Service is on (check box).
  • Click "Save Changes".

• Make sure that REST Protocol is enabled:
  
  • Go to:
    • Moodle Version 3.10 or newer versions:
      • Site Administration > Server > Web Services > Manage Protocols 
        
    • Moodle 3.9 or Older versions:
      • Site Administration > Plugins > Web Services > Manage Protocols
        
  • Ensure either REST is enabled (open eye).

• Verify Authorized Users through External Services:
  • Go to:
    • Moodle Version 3.10 or newer versions:
      • Site Administration > Server > Web Services > External Services
    • Moodle 3.9 or Older versions:
      • Site Administration > Plugins > Web Services > External Services
  • Search for IntelliData Service, it should show "All Users"

• Note: The User, whom you will later create a token for, must-have LMS site privileges and permissions to create and manage tokens

Step 3: Adding IntelliBoard to Moodle

Continue on IntelliBoard Next site

• Choose Category - for identification purposes.
• Enable "Active Connection" and "Dynamic Tables"
  
• Set a "Processing At Hour": We highly recommend choosing a non-high platform usage hour, E.g. Midnight or After Midnight hours
• From Moodle LMS, go to Site Administration > Plugins >  (Under Local Plugins) IntelliData.
• Copy Encryption Key from IntelliBoard (previous step) to Moodle in field API Key.
• Copy Client Identifier from IntelliBoard (previous step) to Moodle in field API Identifier.
• Click "Save".

Step 4: Setting up LMS Filter Settings

• Return to IntelliBoard, click "⇾ Continue".
  Note: Upon clicking Continue, you'll see 4 green check marks on URL, Token, Encryption Key, and Client Identifier if the connection is successful and be directed to the LMS Filter Settings page.
• Set in User filters to filter the Moodle users you want to see in IntelliBoard.
  • All Users: To show all users in your Moodle LMS.
  • Active Users: To show only active users in your Moodle LMS.
• Set in Course filters to filter the Moodle courses that you want to see in IntelliBoard.
  • All Courses: To show all courses in your Moodle LMS.
  • Active Courses:To show only active courses in your Moodle LMS.
• Select the Teacher Roles and Learner Roles as defined in your Moodle LMS.
• Click "Save".

Before moving to Step 5 please complete the following steps on LMS side

After the IntelliData plugin is installed, connection to IntelliBoard Next site completed according to steps listed above please set up file exporting for migration

• Go to Site Administration > Plugins > Local plugins > IntelliData > General
• Make sure the following options are enabled (turn on if them are not):
  • Export files during migration 
  • Reset Migration Process
  • *Enable debug for migration and export (*Optional: for support tracking purposes)
• Save settings

Check if Migration Task and Export Tasks for IntelliData are enabled

• Go to Site Administration > Server > Tasks > Scheduled Tasks 
• Look for Migration Tasks for IntelliData 
• Enable Migration Tasks
• Look for Export Tasks for IntelliData 
• Enable Export Tasks if it's not on

Check the status of Migration Tasks 

• Go to Site Administration > Plugins > Local Plugins > IntelliData > Migrations
• Check if all tasks are Completed to move to the connection 
• Go to Site Administration > Server > Tasks > Scheduled Tasks
• Look for Migration Tasks for IntelliData 
• Disable Migration Tasks
• Move to your IntelliBoard Next account for connection completion 

NOTE: Initial processing of Migration Tasks will take a while. Migration tasks will process a little amount of data at a time every hour to not overload your LMS server. Until all Migration Tasks will be completed, you will not be able to complete your Connection.

To speed up or if you face any issue during the processing of migration tasks, you can apply or use the steps described into this article: Click HERE

Note: If you want to bring some extra tables from any local custom integration please make sure you are using XMLDB as part of your Moodle plugin standard configuration in order to document your customized tables, our IntelliData plugin will only read data from Moodle plugins that use XMLDB for further information please refer to: https://docs.moodle.org/dev/XMLDB_defining_an_XML_structure

Continue on IntelliBoard Next site

Step 5: Data Processing

NOTE: This step has to be done only when the migration is finished.

• Go to My Connections
• Click on your newly created Moodle connection.
• Click on "Process Data" and let it process.

FINISHED! You are now connected and ready to see all your Moodle LMS data!

For additional assistance, please email helpdesk@IntelliBoard.net.