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Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Documentation Updates
Conventions
What's New in the Oracle Identity Manager Connector for PeopleSoft Employee Reconciliation?
Software Updates
Software Updates in Release 11.1.1.5.0
Dynamic Manager Linking for Incremental Updates
Simplified PeopleSoft Listener Deployment
New Configuration Lookup Definitions
Resolved Issues
Documentation-Specific Updates
Documentation-Specific Updates in Release 11.1.1.5.0
1
About the Connector
1.1
Certified Components
1.2
Determining the Version of PeopleTools and the Target System
1.3
Usage Recommendation
1.4
Connector Architecture
1.4.1
About the Connector Architecture
1.4.2
Full Reconciliation
1.4.3
Incremental Reconciliation
1.5
Features of the Connector
1.5.1
Dedicated Support for Trusted Source Reconciliation
1.5.2
Full and Incremental Reconciliation
1.5.3
Support for Major Person Lifecycle Events
1.5.4
Reconciliation of Effective-Dated Lifecycle Events
1.5.5
Support for Standard PeopleSoft Messages
1.5.6
Support for Resending Messages That Are Not Processed
1.5.7
Validation and Transformation of Person Data
1.5.8
Reconciliation of the Manager ID Attribute
1.5.8.1
Full Reconciliation of the Manager ID Attribute
1.5.8.2
Dynamic Reconciliation of the Manager ID Attribute
1.5.8.3
Steps in the Manager ID Reconciliation Process
1.5.9
Target Authentication
1.5.10
Support for Specifying Persons to Be Excluded from Reconciliation Operation
1.6
Connector Objects Used During Reconciliation
1.6.1
User Attributes for Reconciliation
1.6.2
Reconciliation Rules
1.6.2.1
Overview of the Reconciliation Rule
1.6.2.2
Viewing the Reconciliation Rule in the Design Console
1.6.3
Reconciliation Action Rules
1.6.3.1
Overview of the Reconciliation Action Rules
1.6.3.2
Viewing the Reconciliation Action Rules in the Design Console
1.6.4
Predefined Lookup Definitions
1.6.4.1
Lookup.PSFT.HRMS.Configuration
1.6.4.2
Lookup.PSFT.HRMS.ManagerRecon.Configuration
1.6.4.3
Lookup Definitions Used to Process PERSON_BASIC_SYNC Messages
1.6.4.3.1
Lookup.PSFT.Message.PersonBasicSync.Configuration
1.6.4.3.2
Lookup.PSFT.HRMS.PersonBasicSync.AttributeMapping
1.6.4.3.3
Lookup.PSFT.HRMS.PersonBasicSync.Recon
1.6.4.3.4
Lookup.PSFT.HRMS.PersonBasicSync.EmpType
1.6.4.3.5
Lookup.PSFT.HRMS.PersonBasicSync.Validation
1.6.4.3.6
Lookup.PSFT.HRMS.PersonBasicSync.Transformation
1.6.4.4
Lookup Definitions Used to Process WORKFORCE_SYNC Messages
1.6.4.4.1
Lookup.PSFT.Message.WorkForceSync.Configuration
1.6.4.4.2
Lookup.PSFT.HRMS.WorkForceSync.AttributeMapping
1.6.4.4.3
Lookup.PSFT.HRMS.WorkForceSync.Recon
1.6.4.4.4
Lookup.PSFT.HRMS.WorkForceSync.EmpStatus
1.6.4.4.5
Lookup.PSFT.HRMS.WorkForceSync.EmpType
1.6.4.4.6
Lookup.PSFT.HRMS.WorkForceSync.Validation
1.6.4.4.7
Lookup.PSFT.HRMS.WorkForceSync.Transformation
1.6.4.5
Other Lookup Definitions
1.6.4.5.1
Lookup.PSFT.HRMS.ExclusionList
1.6.4.5.2
Lookup.PSFT.HRMS.CustomQuery
1.7
Roadmap for Deploying and Using the Connector
2
Deploying the Connector
2.1
Preinstallation
2.1.1
Preinstallation on Oracle Identity Manager
2.1.1.1
Files and Directories on the Installation Media
2.1.2
Preinstallation on the Target System
2.1.2.1
Importing a Project from Application Designer
2.1.2.2
Creating a Target System User Account for Connector Operations
2.1.2.2.1
Creating a Permission List
2.1.2.2.2
Creating a Role for a Limited Rights User
2.1.2.2.3
Assigning the Required Privileges to the Target System Account
2.2
Installation
2.2.1
Installation on Oracle Identity Manager
2.2.1.1
Running the Connector Installer
2.2.1.2
Copying the Connector Files and External Code Files
2.2.1.3
Configuring the IT Resource
2.2.1.4
IT Resource Parameters
2.2.1.5
Deploying the PeopleSoft Listener
2.2.1.5.1
Prerequisites for Deploying the PeopleSoft Listener
2.2.1.5.2
Deploying the PeopleSoft Listener on Oracle Identity Manager
2.2.1.5.3
Prerequisites for Deploying the PeopleSoft Listener on IBM WebSphere Application Server
2.2.1.5.4
Deploying the PeopleSoft Listener on WebSphere Application Server
2.2.1.5.5
Importing Oracle Identity Manager CA Root Certificate into PeopleSoft WebServer
2.2.1.6
Removing the PeopleSoft Listener
2.2.1.6.1
Removing the PeopleSoft Listener for BM WebSphere Application Server
2.2.1.6.2
Removing the PeopleSoft Listener for Oracle WebLogic Server
2.2.2
Installation on the Target System
2.2.2.1
Configuring the Target System for Full Reconciliation
2.2.2.1.1
Configuring the PeopleSoft Integration Broker
2.2.2.1.2
Configuring the PERSON_BASIC_FULLSYNC Service Operation
2.2.2.1.3
Configuring the WORKFORCE_FULLSYNC Service Operation
2.2.2.2
Configuring the Target System for Incremental Reconciliation
2.2.2.2.1
Configuring PeopleSoft Integration Broker
2.2.2.2.2
Configuring the PERSON_BASIC_SYNC Service Operation
2.2.2.2.3
Configuring the WORKFORCE_SYNC Service Operation
2.2.2.2.4
Preventing Transmission of Unwanted Fields During Incremental Reconciliation
2.3
Postinstallation
2.3.1
Configuring Oracle Identity Manager
2.3.1.1
Enabling Logging
2.3.1.1.1
Log Levels and Message Types
2.3.1.1.2
Enabling Logging on Oracle WebLogic Server
2.3.1.2
Setting Up the Lookup.PSFT.HRMS.ExclusionList Lookup Definition
2.3.1.3
Setting Up the Lookup.PSFT.HRMS.Configuration Lookup Definition
2.3.1.4
Configuring SSL
2.3.1.4.1
Configuring SSL on IBM WebSphere Application Server
2.3.1.4.2
Configuring SSL on Oracle WebLogic Server
2.3.1.5
Creating an Authorization Policy for Job Code
2.3.1.6
Displaying UDFs in Oracle Identity Manager 11.1.2.x or Later
2.3.2
Configuring the Target System
2.4
Upgrading the Connector
2.4.1
Prerequisites for Upgrading the Connector
2.4.2
Re-defining the Connector
2.4.3
Running the Upgrade Wizard
2.4.4
Upgrading the Connector Files and External Code Files
2.4.5
Upgrading the PeopleSoft Listener
2.4.6
Upgrading the Customizations
2.4.7
Updating the PeopleSoft Target System
2.4.8
Compiling the Adapters
3
Using the Connector
3.1
Summary of Steps to Use the Connector
3.2
Performing Full Reconciliation
3.2.1
Generating XML Files
3.2.1.1
Running the PERSON_BASIC_FULLSYNC Message
3.2.1.2
Running the WORKFORCE_FULLSYNC Message
3.2.2
Importing XML Files into Oracle Identity Manager
3.2.2.1
Configuring the Scheduled Task for Person Data Reconciliation
3.2.2.2
Running the PeopleSoft HRMS Manager Reconciliation Scheduled Task
3.3
Performing Incremental Reconciliation
3.4
Limited Reconciliation
3.4.1
About Limited Reconciliation
3.4.2
Configuring Limited Reconciliation
3.5
Resending Messages That Are Not Received by the PeopleSoft Listener
3.6
Configuring Scheduled Tasks
3.6.1
Scheduled Tasks for Reconciliation
3.6.2
Configuring a Scheduled Task
4
Extending the Functionality of the Connector
4.1
Adding New Attributes for Full Reconciliation
4.1.1
About New Attributes for Full Reconciliation
4.1.2
Adding New Attributes for Full Reconciliation
4.2
Adding New Attributes for Incremental Reconciliation
4.3
Modifying Field Lengths on the OIM User Form
4.4
Configuring Validation of Data During Reconciliation
4.5
Configuring Transformation of Data During Reconciliation
4.6
Setting Up the Lookup.PSFT.HRMS.CustomQuery Lookup Definition
4.7
Setting Up the Lookup.PSFT.HRMS.WorkForceSync.EmpStatus Lookup Definition
4.8
Configuring the Connector for Multiple Installations of the Target System
4.8.1
Connector Objects and Their Associations
4.8.2
Creating Copies of the Connector Objects
5
Testing and Troubleshooting
5.1
Testing Reconciliation
5.2
Troubleshooting
6
Known Issues and Workarounds
6.1
Deletion Of Person Records Not Supported By The Connector
A
Determining the Root Audit Action Details
B
Configuring the Connector Messages
B.1
Configuring the Connector Messages
B.2
Lookup Definitions to Configure the Messages
B.2.1
Lookup.PSFT.Message.XellerateUser.Configuration
B.2.2
Lookup.PSFT.Message.XellerateUser.Configuration
B.2.3
Lookup.PSFT.HRMS.XellerateUser.EmpStatus
B.2.4
Lookup.PSFT.HRMS.XellerateUser.AttributeMapping
B.2.5
Lookup.PSFT.HRMS.XellerateUser.Recon
C
Setting Up SSL on Oracle WebLogic Server
C.1
Generating Signed Public Encryption Key and CSR
C.2
Submitting CSRs to CAs for Signing
C.3
Downloading the Root Certificate
C.4
Importing a Server-Side Public Key into a Keystore
C.5
Generating and Importing Public Keys
C.6
Configuring Oracle WebLogic Server to Use the Keystore
C.7
Adding the Root Certificate
C.8
Configuring the PeopleSoft Certificates
D
Changing Default Message Versions
D.1
Activating a Message Version
D.2
Deactivating a Message Version
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