Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What’s New in Oracle Identity Manager Connector for Concur?

• Software Updates
• Documentation-Specific Updates

1 About the Concur Connector

• 1.1 Introduction to the Concur Connector
• 1.2 Certified Components for the Concur Connector
• 1.3 Certified Languages for the Concur Connector
• 1.4 Architecture of the Concur Connector
• 1.5 Use Cases Supported by the Concur Connector
• 1.6 Features of the Concur Connector
  • 1.6.1 Full Reconciliation
  • 1.6.2 Support for the Connector Server
  • 1.6.3 Limited Reconciliation
  • 1.6.4 Transformation and Validation of Account Data
• 1.7 Lookup Definitions Used During Connector Operations
  • 1.7.1 Lookup.Concur.Configuration
  • 1.7.2 Lookup.Concur.UM.Configuration
  • 1.7.3 Lookup.Concur.UM.ProvAttrMap
  • 1.7.4 Lookup.Concur.UM.ReconAttrMap
  • 1.7.5 Lookup.Concur.BooleanValues
  • 1.7.6 Lookup.Concur.Locale
  • 1.7.7 Lookup.Concur.CountryofResidence
  • 1.7.8 Lookup.Concur.Currency
  • 1.7.9 Lookup.Concur.EmployeeAdminCountry
  • 1.7.10 Lookup.Concur.Ledger
• 1.8 Connector Objects Used During Target Resource Reconciliation
  • 1.8.1 User Fields for Target Resource Reconciliation
  • 1.8.2 Reconciliation Rules for Target Resource Reconciliation
  • 1.8.3 Viewing Reconciliation Rules for Target Resource Reconciliation
  • 1.8.4 Reconciliation Action Rules for Target Resource Reconciliation
  • 1.8.5 Viewing Reconciliation Action Rules for Target Resource Reconciliation
• 1.9 Connector Objects Used During Provisioning
  • 1.9.1 Provisioning Functions
  • 1.9.2 User Fields for Provisioning
• 1.10 Roadmap for Deploying and Using the Concur Connector

2 Deploying the Concur Connector

• 2.1 Preinstallation
• 2.2 Installation
  • 2.2.1 Understanding Installation of the Concur Connector
  • 2.2.2 Running the Connector Installer
  • 2.2.3 Configuring the IT Resource for the Target System
    • 2.2.3.1 IT Resource Parameters
    • 2.2.3.2 Specifying Values for IT Resource Parameters
• 2.3 Postinstallation
  • 2.3.1 Configuring Oracle Identity Manager
    • 2.3.1.1 Creating and Activating a Sandbox
    • 2.3.1.2 Creating a New UI Form
    • 2.3.1.3 Associating the Form with the Application Instance
    • 2.3.1.4 Publishing a Sandbox
    • 2.3.1.5 Harvesting Entitlements and Sync Catalog
    • 2.3.1.6 Updating an Existing Application Instance with a New Form
  • 2.3.2 Localizing Field Labels in UI Forms
  • 2.3.3 Clearing Content Related to Connector Resource Bundles from the Server Cache
  • 2.3.4 Managing Logging for the Concur Connector
    • 2.3.4.1 Understanding Log Levels
    • 2.3.4.2 Enabling Logging
  • 2.3.5 Configuring SSL for the Concur Connector

3 Using the Concur Connector

• 3.1 Configuring Reconciliation for the Concur Connector
  • 3.1.1 Full Reconciliation
  • 3.1.2 Limited Reconciliation for the Concur Connector
  • 3.1.3 Reconciling Large Number of Records
  • 3.1.4 Reconciliation Scheduled Job for Concur Connector
• 3.2 Configuring Scheduled Jobs
• 3.3 Guidelines on Performing Provisioning Operations
• 3.4 Performing Provisioning Operations
• 3.5 Uninstalling the Connector

4 Extending the Functionality of the Concur Connector

• 4.1 Adding User Attributes for Reconciliation
  • 4.1.1 Adding New Attributes on the Process Form
  • 4.1.2 Adding Attributes to the Resource Object
  • 4.1.3 Creating Reconciliation Field Mapping
  • 4.1.4 Creating Entries in Lookup Definitions for Reconciliation
  • 4.1.5 Performing Changes in a New UI Form
• 4.2 Adding User Attributes for Provisioning
  • 4.2.1 Adding New Attributes for Provisioning
  • 4.2.2 Creating Entries in Lookup Definitions for Provisioning
  • 4.2.3 Creating a Task to Enable Update Operations
  • 4.2.4 Replicating Form Designer Changes to a New UI Form
• 4.3 Configuring Validation of Data During Reconciliation and Provisioning
• 4.4 Configuring Transformation of Data During User Reconciliation
• 4.5 Configuring the Concur Connector for Multiple Installations of the Target System
• 4.6 Defining the Concur Connector

5 Known Issues and Workarounds for the Concur Connector

A Files and Directories on the Concur Connector Installation Media