Skip Headers
Oracle® Identity Manager Connector Guide for PeopleSoft User Management
Release 9.0.3

Part Number B32365-01
Go to Documentation Home
Home
Go to Book List
Book List
Go to Table of Contents
Contents
Go to Index
Index
Go to Feedback page
Contact Us

Go to previous page
Previous
Go to next page
Next
View PDF

2 Deploying the Connector

Deploying the connector involves the following steps:

If you want to configure the connector for multiple installations of PeopleSoft User Management, then perform the following procedure:

Step 1: Verifying Deployment Requirements

The following table lists the deployment requirements for the connector.

Item Requirement
Oracle Identity Manager Oracle Identity Manager release 8.5.3 or later
Target systems The target system can be any one of the following:
  • PeopleSoft HRMS 8.3 SP 1

  • PeopleSoft HRMS 8.9

  • PeopleSoft Financial Management Solutions 8.9

  • PeopleSoft Enterprise CRM 8.9

You must ensure that the following components are installed and configured:

  • Tuxedo and Jolt (the application server)

  • PeopleSoft Internet Architecture

  • PeopleSoft Application Designer (2-tier mode)

Target system host platforms Microsoft Windows
Target system user account PS user

Oracle Identity Manager uses this user account to connect to and exchange data with PeopleSoft User Management. You provide the credentials of this user account while performing the procedure in the "Defining IT Resources" section.


Step 2: Copying the Connector Files and External Code

The connector files to be copied and the directories to which you must copy them are given in the following table.

Note:

The directory paths given in the first column of this table correspond to the location of the connector files in the following directory on the installation media:
Enterprise Applications\PeopleSoft Enterprise Applications\PeopleSoft User Management

Refer to the "Files and Directories That Comprise the Connector" section for more information about these files.

File in the Installation Media Directory Destination Directory
lib\JavaTasks\PSFTBaseProvisioning.jar
OIM_home\xellerate\JavaTasks
lib\ScheduleTask\PSFTBaseReconciliation.jar
OIM_home\xellerate\ScheduleTask
lib\ThirdParty\csv.jar
OIM_home\xellerate\ThirdParty
For PeopleTools 8.22, copy the files from the MsgPublisher directory
OIM_home\xellerate\MsgPublisher
For PeopleTools 8.22, copy the files from the PeopleCode\PT822 directory

For PeopleTools 8.4x, copy the files from the PeopleCode directory

OIM_home\xellerate\Scripts

Note: You must copy the files for either PeopleTools 8.22 or PeopleTools 8.4x, not both.
For PeopleTools 8.22, copy the files from the resources\PT822 directory

For PeopleTools 8.4x, copy the files from the resources directory

OIM_home\xellerate\connectorResources

Note: You must copy the files for either PeopleTools 8.22 or PeopleTools 8.4x, not both.
For PeopleTools 8.22, copy the files from the test\PT822 directory

For PeopleTools 8.4x, copy the files from the test directory

OIM_home\xellerate\test

Note: You must copy the files for either PeopleTools 8.22 or PeopleTools 8.4x, not both.
For PeopleTools 8.22:
xml\PT822\PSFTBaseConnector.xml
xml\PT822\PSFTBaseXellerateUser.xml

For PeopleTools 8.4x:

xml\PSFTBaseConnector.xml
xml\PSFTBaseXellerateUser.xml
OIM_home\xlclient

Note: You must copy the files for either PeopleTools 8.22 or PeopleTools 8.4x, not both.

Note:

While installing Oracle Identity Manager in a clustered environment, you copy the contents of the installation directory to each node of the cluster. Similarly, you must copy the connectorResources directory and the JAR files to the corresponding directories on each node of the cluster.

After you copy the connector files, copy the following files from the PeopleSoft_home\PT8xx\web\PSJOA directory into the OIM_home\xellerate\ThirdParty directory.

Step 3: Configuring the Oracle Identity Manager Server

Configuring the Oracle Identity Manager server involves the following procedures:

Note:

In a clustered environment, you must perform this step on each node of the cluster.

Changing to the Required Input Locale

Changing to the required input locale (language and country setting) involves installing the required fonts and setting the required input locale.

To set the required input locale:

Note:

Depending on the operating system used, you may need to perform this procedure differently.
  1. Open Control Panel.

  2. Double-click Regional Options.

  3. On the Input Locales tab of the Regional Options dialog box, add the input locale that you want to use and then switch to the input locale.

Clearing Content Related to Connector Resource Bundles from the Server Cache

Whenever you add a new resource bundle in the OIM_home\xellerate\connectorResources directory or make a change in an existing resource bundle, you must clear content related to connector resource bundles from the server cache.

To clear content related to connector resource bundles from the server cache:

  1. In a command window, change to the OIM_home\xellerate\bin directory.

  2. Enter one of the following commands:

    Note:

    You must perform Step 1 before you perform this step. If you run the command as follows, then an exception is thrown:
    OIM_home\xellerate\bin\batch_file_name
    
    • On Microsoft Windows:

      PurgeCache.bat ConnectorResourceBundle
      
      
    • On UNIX:

      PurgeCache.sh ConnectorResourceBundle
      
      

    In this command, ConnectorResourceBundle is one of the content categories that you can remove from the server cache. Refer to the following file for information about the other content categories:

    OIM_home\xellerate\config\xlConfig.xml
    

Note:

You can ignore the exception that is thrown when you perform Step 2.

Step 4: Configuring the Target System

Configuring the target system involves performing the following procedures:

Creating and Publishing the Message

The procedure to create and publish the message depends on the release of PeopleTools that you are using:

Creating and Publishing the Message on PeopleTools 8.22

Creating and publishing the message on PeopleTools 8.22 involves the following steps:

  1. To create the message channel:

    1. Click Start, Programs, and Application Designer. The Application Designer window is displayed.

    2. Select New from the File menu. The New Definition dialog box is displayed.

    3. Select Message Channel, and then click OK.

    4. Save the new message channel as USR_MGMT_MSGCH.

    5. Select Object Properties from the File menu. The Message Channel Properties dialog box is displayed.

    6. Select the Run option, and then select Archive Messages.

    7. Click OK, and then save the message.

  2. To create the message:

    1. In the Application Designer, select New from the File menu. The New Definition dialog box is displayed.

    2. Select Message from the list, and then click OK.

    3. Select Object Properties from the File menu. The Message Properties dialog box is displayed.

    4. Click the Use tab.

    5. On the Use tab, select the USR_MGMT_MSGCH message channel and the version of the message that you create.

    6. Select Active to make the message an active message, and then click OK.

    7. Right-click VERSION_1, and select the Insert Child Record option. The Insert Record window is displayed.

    8. Enter PSOPRDEFN in the Name field, click Insert, and then click Close.

      Note:

      PSOPRDEFN is a record defined in the OIM_home\xellerate\test\USR_MGMT_MSG.xml file. Refer to this file for information about the fields that comprise the PSOPRDEFN record.
    9. Click PSOPRDEFN under VERSION_1. All the fields comprising the PSOPRDEFN record are displayed.

      By default, all the fields appear as selected. Deselect the fields that are not required for the message XML file to be generated.

    10. Repeat Steps g through i for the PSROLEUSER_VW record.

      Note:

      PSROLEUSER_VW is the second record defined in the OIM_home\xellerate\test\USR_MGMT_MSG.xml file.
    11. Save the message as USR_MGMT_MSG.

  3. To publish the message:

    1. Select Open from the File menu. The Open Definition dialog box is displayed.

    2. Select Component from the Definition list, enter USERMAINT in the Name Selection Criteria field, and then click Enter. All component names starting with the text USERMAINT are displayed.

    3. Select USERMAINT from the list, and then click Open. The details of the USERMAINT component are displayed.

    4. Click the Structure tab, right-click USERMAINT, and then select View PeopleCode. The PeopleCode for the USERMAINT component is displayed.

    5. Select the SavePostChange event from the list in the upper-left corner of the window. The PeopleCode for this event is displayed.

    6. Copy the code given in the following file immediately after the import definitions in the PeopleCode for the SavePostChange event:

      OIM_home\xellerate\Scripts\UserMgmtCBRecon.txt
      
      
    7. Select Save from the File menu to save the changes to the USERMAINT component.

After you complete this procedure, proceed to the "Configuring PeopleSoft Enterprise Portal" section.

Creating and Publishing the Message on PeopleTools 8.4x

Creating and publishing the message on PeopleTools 8.4x involves the following steps:

  1. To create the message channel:

    1. Click Start, Programs, and Application Designer. The Application Designer window is displayed in the 2-tier mode.

    2. Select New from the File menu. The New Definition dialog box is displayed.

    3. Select Message Channel, and then click OK.

    4. Save the new message channel as USR_MGMT_MSGCH.

    5. Select Definition Properties from the File menu. The Message Channel Properties dialog box is displayed.

    6. Select the Run option, and then select Archive Messages.

    7. Click OK and save the message.

  2. To create the message:

    1. In PeopleSoft Application Designer, select New from the File menu. The New Definition dialog box is displayed.

    2. Select Message from the list, and then click OK.

    3. Select Definition Properties from the File menu. The Message Properties dialog box is displayed.

    4. Click the Use tab.

    5. On the Use tab, select the USR_MGMT_MSGCH message channel and the version of the message that you create.

    6. Select Active to make the message an active message.

    7. Save the message as USR_MGMT_MSG.

  3. To publish the message:

    1. Select Open from the File menu. The Open Definition dialog box is displayed.

    2. Select Component from the Definition list, enter USERMAINT in the Name Selection Criteria field, and then press Enter. All component names starting with the text USERMAINT are displayed.

    3. Select USERMAINT from the list, and then click Open. The details of the USERMAINT component are displayed.

    4. Click the Structure tab, right-click USERMAINT, and then select View PeopleCode. The PeopleCode for the USERMAINT component is displayed.

    5. Select the SavePostChange event from the list in the upper-left corner of the window. The PeopleCode for this event is displayed.

    6. Copy the code given in the following file immediately after the import definitions in the PeopleCode for the SavePostChange event:

      OIM_home\xellerate\Scripts\UserMgmtCBRecon.txt
      
      
    7. Add the following function call at the end of the PeopleCode for the SavePostChange event:

      Note:

      Perform this step only after you copy the code from the UserMgmtCBRecon.txt file.
      /**********************************************************************/
      /*  Calling the GENERATEUSER function to generate the 
      USR_MGMT_MSG message*/
      /**********************************************************************/
      If Len(%CompIntfcName) = 0 Then
        Local string &OPID;
           &OPID = PSOPRDEFN.OPRID;
           GENERATEUSR(&OPID);
      End-If;
      
      
    8. Select Save from the File menu to save the changes to the USERMAINT component.

Configuring PeopleSoft Enterprise Portal

Note:

If your PeopleSoft installation does not include PeopleSoft Enterprise Portal, then you cannot perform this procedure. Change-based reconciliation cannot be enabled if you do not use PeopleSoft Enterprise Portal. However, you can perform provisioning and bulk reconciliation.

Refer to the "User Reconciliation" section for information about change-based and bulk reconciliation.

PeopleSoft Enterprise Portal provides a single gateway to critical information in PeopleSoft User Management Reconciliation and other PeopleSoft applications.

The procedure to configure PeopleSoft Enterprise Portal depends on the release of PeopleTools that you are using:

Configuring PeopleSoft Enterprise Portal on PeopleTools 8.22

Configuring PeopleSoft Enterprise Portal on PeopleTools 8.22 involves the following steps:

  1. To create the USR_MGMT_NODE remote node:

    1. In the Application Designer, select New from the File menu. The New Definition dialog box is displayed.

    2. Select Message Node from the list, and then click OK.

    3. Right-click anywhere in the white space, and then select Insert Location. The Location dialog box is displayed.

    4. Enter the URL for the PeopleSoft Application Gateway in the following format:

      http://hostname:port/servlets/gateway
      
      

      In this URL, hostname is the application server that hosts PeopleSoft and port is the port number at which the application server is listening.

    5. Select Object Properties from the File menu. The Message Node Properties dialog box is displayed.

    6. Select the Use tab. Ensure that Local Node is not selected.

    7. Save the remote node as USR_MGMT_NODE.

  2. To configure the USR_MGMT_MSGCH message channel:

    1. From the File menu, select Open and then click Message Channel.

    2. To open the USR_MGMT_MSGCH message channel, select USR_MGMT_MSGCH.

    3. Click the Routing Rules tab.

    4. Right-click anywhere in the empty area of the right pane, and then select Insert Message Node. The Insert Message Node dialog box is displayed.

    5. Select the USR_MGMT_NODE message node, and then click Insert.

    6. Click Cancel to close the dialog box.

    7. Right-click the message node displayed on the Routing Rules tab.

    8. Point to Routing Direction, and then select Publish To.

    9. Save the message channel.

  3. To configure the PeopleSoft Enterprise Portal gateway so that messages can be sent through the gateway to third-party systems:

    Note:

    The Simple File Handler mentioned in the following procedure is a utility in PeopleTools 8.22 that can receive messages published by a PeopleSoft node and write these messages to a file that can be used by third-party systems.
    1. In a Web browser, use a URL with the following format to launch the PeopleSoft configuration servlet interface (handler directory):

      http://hostname:port/servlets/gateway.administration
      
      

      In this URL, hostname is the application server that hosts PeopleSoft and port is the port number at which the application server is listening.

    2. Click Add Handler. The Add Handler window is displayed.

    3. Enter the full name of the Simple File Handler class, psft.pt8.filehandler.SimpleFileHandler.

    4. Click Save. The Handler Directory window is displayed.

    5. To load the handler, click Load. After the handler loads, the "Loaded successfully" message is displayed in the Status column.

    6. Click Configure.

    7. Click Add a file handler node. The Add File Handler Node window is displayed.

    8. In the Node Name field, enter the name of the message node that you create, USR_MGMT_NODE.

    9. Specify the output directory in which the published messages are to be stored.

    10. Select Include Header.

    11. Click Save.

    12. Restart the Web server.

  4. XML messages are generated by the Simple File Handler. To publish these messages to the PeopleSoft Connector Listener servlet, you must create a scheduled task as follows:

    Note:

    The scheduled task calls a Java program that communicates with the servlet deployed on the Oracle Identity Manager server. The servlet parses the message and sends reconciliation events to Oracle Identity Manager.

    The servlet sends a return code based on the status of the reconciliation event. If the reconciliation event is successfully sent, then the message is deleted or archived. Otherwise, the message file is left unchanged. The next time the scheduled task is run, another attempt is made to send the message.

    1. Copy the publish.bat and xliMsgPublisher.jar files from the OIM_home\xellerate\MsgPublisher directory to any directory on the PeopleSoft User Management server.

    2. Use a text editor to open the publish.bat file, and then make the following changes in the file:

      i. Change the value of the JAVA_HOME variable so that it points to the JDK installation directory on the PeopleSoft Web server.

      ii. Specify the following values in the Java command given at the end of the file:

      • PeopleSoft_listener_servlet_URL: This is the URL of the servlet that listens for reconciliation events generated using PeopleSoft Application Messaging.

      • Output_directory_for_XML_messages: This is the PeopleSoft Web server directory in which you want published messages to be stored. You have already specified the output directory while performing Step 3.i of this procedure.

      • XML_message_name

      • console_log_file_path

      The command is in the following format:

      java Com.thortech.xl.Integration.msgpublisher.PeopleSoftPublisher "PeopleSoft_listener_servlet_URL" "Output_directory_for_XML_messages" XML_message_name >> console_log_file_path
      
      

      For example:

      java Com.thortech.xl.Integration.msgpublisher.PeopleSoftPublisher "http://host:port/peopleSoftUserMgmt/do/peopleSoftAction" "C:/test/file" USR_MGMT_MSG >> c:/test/consolelog.log
      
      

      In the PeopleSoft listener servlet URL specified in this example, host is the IP address or host name of the application server on which Oracle Identity Manager is running and port is the HTTP port at which the application server listens for incoming messages.

    3. Save and close the batch file.

    4. On the PeopleSoft Web server, click Start, Settings, and Control Open.

    5. Double-click Scheduled Tasks.

    6. Click Add Schedule Task, and then click Next.

    7. Click Browse, and then select the publish.bat file from the directory in which you save it.

    8. Select Daily, click Next, and then click Next again.

    9. Enter the user ID and password for the scheduled task to run.

    10. Select Open Advance properties.

    11. Click Finish.

    12. On the Schedule tab, click Advanced.

    13. Select Repeat Task.

    14. Select the frequency at which you want the task to run.

    15. Click OK, and then click OK again to close the window.

Configuring PeopleSoft Enterprise Portal on PeopleTools 8.4x

Configuring PeopleSoft Enterprise Portal on PeopleTools 8.4x involves the following steps:

  1. To configure the PeopleSoft Enterprise Portal gateway so that messages can be sent through the gateway to the connector:

    1. Open a Web browser and enter the URL for PeopleSoft Enterprise Portal.

      This URL is in the following format:

      http://servername/psp/Databasename/?cmd=login
      
      

      Here, psp is the name of the Web application. For example:

      http://psftserver.acme.com/psp/TestDB/?cmd=login
      
      
    2. Expand PeopleTools, Integration Broker, and then Gateways in the list on the portal page. The Gateway component details are displayed.

    3. Enter LOCAL in the Integration Gateway ID field, and then click Search. The LOCAL gateway is a default gateway that is created when you install PeopleSoft Enterprise Portal.

    4. Ensure that the IP address specified in the URL of the PeopleSoft listening connector is the IP address of the Web server on which PeopleSoft User Management is installed. The PeopleSoft listening connector is a module provided by PeopleSoft. The URL of the PeopleSoft listening connector is in the following format:

      http://computer_name/PSIGW/PeopleSoftListeningConnector
      
      

      For example:

      http://172.19.151.53/PSIGW/PeopleSoftListeningConnector
      
      
    5. Click Load Gateway Connectors to load all target connectors that are registered with the LOCAL gateway.

    6. Click Save.

  2. To create the USR_MGMT_NODE remote node:

    1. In the PeopleSoft Enterprise Portal window, expand PeopleTools, Integration Broker, and Node Definitions.

    2. Click the Add a New Value tab.

    3. On the Add a New Value tab, enter USR_MGMT_NODE as the node name and then click Add. The Node Definition page is displayed.

    4. Enter a description for the node in the Description field.

    5. Make this node a remote node by deselecting the Local Node check box and selecting the Active Node check box.

    6. On the Connectors tab, enter the following information and then perform a lookup:

      Gateway ID: LOCAL

      Connector ID: PSFT81TARGET

    7. On the Properties tab, enter the following information:

      Property ID: PSFT81TARGET

      Property Name: URL

      Required value: Enter the URL of the PeopleSoft servlet that is to receive the XML message. This URL is in the following format:

      http://computer_name:port/peopleSoftUserMgmt/do/peopleSoftAction
      
      

      For example:

      http://172.21.109.75:8080/peopleSoftUserMgmt/do/peopleSoftAction
      
      
    8. Click Save.

    9. Click the Transactions tab, and then click Add Transaction. The Add Transaction page is displayed.

    10. Enter the following details to define the new transaction:

      Transaction Type: Outbound Asynchronous

      Request Message: USR_MGMT_MSG

      Request Message Version: VERSION_1

    11. Click Add.

    12. To keep the status as active, select Active.

    13. Click Save to save the changes.

  3. To secure the USR_MGMT_MSGCH message channel:

    1. Navigate to PeopleTools, Security, Permission & Roles, and Permission Lists.

    2. Select AEAE1000. The AEAE1000 permission list is displayed.

    3. Select the Message Monitor tab, and then click the button with the plus sign (+).

    4. Enter USR_MGMT_MSGCH as the channel name.

    5. Select Full Access from the list, and then click Save.

    6. Click PeopleTools, Integration Broker, Monitor, Monitor Message, and Channel Status to check the status of the message channel.

      If the status of the USR_MGMT_MSGCH message channel is Pause, then click the Run button to activate it.

Creating the Application Engine Program

To create the Application Engine program:

  1. Click Start, Programs, PeopleSoft8.x, and then Application Designer. The Application Designer window is displayed.

  2. Select New from the File menu. The New Definition dialog box is displayed.

  3. Select Application Engine from the Definition list. The App Engine Program window is displayed, and the Step01 step is created by default.

  4. In the App Engine Program window, select Step01 and then select Action from the Insert menu.

  5. Rename Step01 to currency.

  6. From the list on the action, select PeopleCode.

  7. Select Save from the File menu, and save the Application Engine program with the name BLKPRCS_USER.

  8. Double-click the PeopleCode action.

  9. Copy the code from the CurrencyCode.txt file, which is in the OIM_home\xellerate\Scripts directory.

  10. The code that you copy has the following default path for the output file in which the currency code data changes are to be stored:

    C:\PT822\data\log\currency.txt
    
    

    In the code, retain the file name (currency.txt) but change the path to any directory location on the PeopleSoft server. For example:

    C:\MyDirectory\currency.txt
    
    
  11. Save the PeopleCode action and close the window.

  12. In the App Engine Program window, select the MAIN section and then select Step/Action from the Insert menu.

  13. Repeat Steps 5 through 12 to create the remaining steps, which are listed in the following table.

    Step Name File Containing the Required PeopleCode
    language LanguageCode.txt
    emplid EmployeeId.txt
    userrole UserRoles.txt
    permiss PermissionList.txt
    EmailType (PeopleTools 8.4x only) EmailType.txt
    addemp AddEmp.txt

  14. Save the Application Engine program.

Running the Application Engine Program

The procedure to run the Application Engine program depends on the release of PeopleTools that you are using:

Running the Application Engine Program on PeopleTools 8.22

To run the Application Engine program on PeopleTools 8.22:

  1. Log in to the PeopleSoft Enterprise Portal.

  2. Click People Tools, Process Scheduler Manager, Use, and Process Definitions. The Process Definitions page is displayed.

  3. Click Add a New value.

  4. Select Application Engine from the Process Type list.

  5. Enter the name of the Application Engine program as the process name, for example, BLKPRCS_USER.

  6. Click Add.

  7. Select the Application Engine Program from the search results that are displayed.

  8. On the Process Definition Options tab, specify the following values:

    • Run Location: Server

    • Server Name: PSNT

    • Component: PRCSMULTI

    • Process Groups: ALLPANLS

  9. Click Save.

  10. Return to the home page.

  11. Click People Tools, Process Scheduler Manager, Process, and Sample Processes. The Sample Processes page is displayed.

  12. Click Add a New value.

  13. Specify a run control ID, and then click Add.

    Note:

    A run control ID is used as a key for records that contain the parameters required by a process at run time. If the parameters are stored in a table that the process can query using the run control ID and user ID, then the process can run without user intervention.
  14. Click Run. The Process Scheduler Request page is displayed

  15. Specify the server name.

  16. Select the Application Engine program name, and then click OK.

  17. Click Process Monitor to verify the status of the process.

    After the process status changes to Success, the comma-separated file is created at the location specified in the code that you copy from the AddEmp.txt file.

Running the Application Engine Program on PeopleTools 8.4x

To run the Application Engine program on PeopleTools 8.4x:

Note:

For the Application Engine program to run in 2-tier mode, the database client must be installed on the server used for accessing the application designer. To switch to the 2-tier mode, you select Connection Type as the database on the PeopleSoft sign-on screen.
  1. Open the application designer in 2-tier mode.

  2. Specify the connection type, user ID, and password.

  3. To open the Application Engine program that you create:

    1. From the File menu, select Open and then select Application Engine Program from the Object Type list.

    2. Select BLKPRCS_USER, and then click Open.

  4. Click the RUN PROGRAM control on the toolbar below the menu bar. The code for the PeopleCode action is run. The comma-separated file containing user records is created at the location specified in the code.

Step 5: Configuring the PeopleSoft Listener Web Service for Change-Based Reconciliation

This section describes how to configure the listener for the connector. In the following procedure, OIM_home refers to the local Oracle Identity Manager installation directory.

To configure the PeopleSoft Listener Web service:

  1. Enter the following command to extract the contents of the peopleSoftUserMgmt.war file. This file is in the OIM_home\xlclient\lib directory.

    jar –xvf  peopleSoftUserMgmt.war
    

    Note:

    All the files mentioned in the remaining steps of this procedure are extracted from the peopleSoftUserMgmt.war file.
  2. Edit the deployment.properties file. This file contains the message property that corresponds to the name of the XML message from the PeopleSoft feed. The default value of this attribute is USR_MGMT_MSG. Obtain the correct value for this attribute from the PeopleSoft administrator.

  3. If you are using PeopleTools 8.22, then you must modify the PSFTBase.Roles property in the attributemap.properties file as follows:

    1. Search for the following line:

      PSFTBase.Roles=//Transaction/PSROLEUSER_VW/ROLES
      
      
    2. Replace it with the following line:

      PSFTBase.Roles=//Transaction/PSROLEUSER_VW/ROLENAME
      
      
  4. Edit the xlsession.properties file. This file contains the following Oracle Identity Manager connection parameters:

    • ObjectName: This is the name of the resource object in Oracle Identity Manager against which the reconciliation event is created. The default value is PSFTBase. For nontrusted reconciliation, you can change it to any other resource object.

    • Username: This is the user name for logging in to Oracle Identity Manager. The default value is xelsysadm.

    • Password: This is the password for logging in to Oracle Identity Manager. You must enter the encrypted value for the default password:

      Kk3821YZhIoG36lvDH2YTw==
      
      

      Note:

      If the password for Oracle Identity Manager is different from the default password, then refer to Appendix B for information about encrypting a plaintext password.
  5. Edit the xlclient.properties file. This file contains the following system properties that enable an API client to communicate with Oracle Identity Manager:

    • xl.homedir: This property specifies the Oracle Identity Manager client directory. Typically, the Oracle Identity Manager client directory is OIM_home\xlclient.

    • java.security.policy: This property specifies the path of the security policy file. Typically, this file is located in the OIM_home\xlclient\config directory.

    • java.security.auth.login.config: This property specifies the path of the authentication configuration file. Typically, this file is located in the OIM_home\xlclient\config directory.

      Each application server uses a different authentication configuration file:

      IBM WebSphere: authws.conf

      BEA WebLogic: authwl.conf

      JBoss Application Server: auth.conf

    • java.naming.provider.url: This property specifies the JNP URL of the application server. This URL is given in the <Discovery><CoreServer><java.naming.provider.url> tag of the OIM_home\xlclient\config\xlconfig.xml file.

  6. Edit the following properties in the configureReconciliation.properties file:

    • reconciliationMode: This property can accept one of two possible values:

      • If you want to perform reconciliation in trusted mode, then set this property to trusted.

      • If you want to perform reconciliation in nontrusted mode, then set this property to nontrusted.

    • Serverdateformat: This property specifies the date format that is used by the PeopleSoft User Management server. You can select one of the following date formats:

      • dd-mmm-yy

      • ddmmyy

      • yyddmm

      • yymmdd

    • xellerateOrganization: This property specifies the name of the Oracle Identity Manager organization. The default value of this parameter is Xellerate Users. The value that you assign to this property must exist in Oracle Identity Manager.

    • nullDate: This property specifies the default value for a date field. The value is 2200/01/01 00:00:00 PST. This value is used if the date field is left empty.

    • PeoplesoftstartingYEAR: This property specifies the year in two digits. If the number represented by these two digits (xx):

      • Is greater than or equal to 50, then it is assumed that the year is 19xx.

      • Is less than 50, then it is assumed that the year is 20xx.

      This specifies a range of 1950 to 2049 for the property.

    • XelServerDate: This property contains the date format that is used for the Oracle Identity Manager server.

      Sample value: yyyy/MM/dd hh:mm:ss z

  7. Copy the following files from the OIM_home\xellerate\lib directory to the WEB-INF\lib directory:

    • wlXLSecurityProviders.jar

    • xlAPI.jar

    • xlAuthentication.jar

    • xlBackOfficeBeans.jar

    • xlBackofficeClient.jar

    • xlCache.jar

    • xlCrypto.jar

    • xlDataObjectBeans.jar

    • xlDataObjects.jar

    • xlLogger.jar

    • xlUtils.jar

    • xlVO.jar

    Copy the following files from the OIM_home\xellerate\ext directory to the WEB-INF\lib directory:

    • oscache.jar

    • javagroups-all.jar

  8. Delete the peopleSoftUserMgmt.war file from the temporary directory into which you extract it, and then use the following command to re-create the file:

    jar –cvf  peopleSoftUserMgmt.war
    
    
  9. Ensure that the old version of the peopleSoftUserMgmt.war file is removed from the application server (JBoss Application Server, IBM WebSphere, BEA WebLogic, or OC4J) deployment directory and the OIM_home\xellerate\webapp directory.

  10. Copy the newly created peopleSoftUserMgmt.war file into the application server deployment directory and the OIM_home\xellerate\webapp directory.

  11. Restart the Oracle Identity Manager server and client.

Note:

You can add custom attributes to be reconciled during change-based reconciliation. However, you must complete the deployment procedure before you can add custom attributes.

Refer to Appendix C for information about the procedure to add custom attributes for reconciliation.

Step 6: Importing the Connector XML Files

To import the connector files into Oracle Identity Manager:

  1. Open the Oracle Identity Manager Administrative and User Console.

  2. Click the Deployment Management link on the left navigation bar.

  3. Click the Import link under Deployment Management. A dialog box for locating files is displayed.

  4. Locate and open the PSFTBaseConnector.xml file, which is in the OIM_home\xlclient directory. Details of the XML file are shown on the File Review page.

  5. Click Add File. The Substitutions page is displayed.

  6. Click Next. The Confirmation page is displayed.

  7. Click Next. The Provide IT Resource Instance Data page for the PSFT Base Server IT resource is displayed.

  8. Specify values for the parameters of the PSFT Base Server IT resource. Refer to the "Defining IT Resources" section for information about the values to be specified.

  9. Click Next. The Provide IT Resource Instance Data page for a new instance of the PSFTBase IT resource type is displayed.

  10. Click Skip to specify that you do not want to define another IT resource. The Confirmation page is displayed.

    See Also:

    If you want to define another IT resource, then refer to Oracle Identity Manager Tools Reference Guide for instructions.
  11. Click View Selections.

    The contents of the XML file are displayed on the Import page. You may see a cross-shaped icon along with some nodes. Remove these nodes by right-clicking each node and then selecting Remove.

  12. Click Import. The connector file is imported into Oracle Identity Manager.

After you import the connector XML file, proceed to the "Step 7: Configuring Reconciliation" section.

Defining IT Resources

You must specify values for the PSFT Base Server IT resource parameters listed in the following table.

Parameter Description
Admin User ID of the PeopleSoft User Management administrator

Default value: PS

AdminCredentials Password of the PeopleSoft User Management administrator
ComponentInterfaceName Component interface used to load user data in PeopleSoft User Management

Default value: USER_PROFILE

ServerName IP address or computer name of the PeopleSoft User Management server
ServerPort Port at which the PeopleSoft User Management server is listening

Default value: 9000

IsDebug Debug feature

The value can be YES or NO. The default value is NO.

IsSecure Specify whether or not the SSL feature is enabled

The value can be YES or NO. The default value is NO.

Note: It is recommended that you enable SSL to secure communication with the target system.

SymbolicId Specifies the AccessId associated with the user profile

The AccessId specifies whether or not the user has sufficient privileges on the PeopleSoft User Management database.

Sample value: PS89

RecordName Used to validate the employee ID during user provisioning in PeopleSoft User Management

Default value: PERSONAL_DATA


After you specify values for these IT resource parameters, go to Step 9 of the procedure to import connector XML files.

Step 7: Configuring Reconciliation

Configuring reconciliation involves the following steps:

Configuring Trusted Source Reconciliation

Note:

Perform this step of the procedure only if you want to configure trusted source reconciliation. Only one connector can be configured for trusted source reconciliation. If you import the PSFTBaseXellerateUser.xml file while you have another trusted source configured, then both connector reconciliations would stop working.

Refer to Oracle Identity Manager Connector Framework Guide for conceptual information about reconciliation configurations.

You start configuring trusted source reconciliation when you perform Steps 4 and 6 of the procedure described in the "Step 5: Configuring the PeopleSoft Listener Web Service for Change-Based Reconciliation" section.

You must then import the XML file for trusted source reconciliation as follows:

  1. Open the Oracle Identity Manager Administrative and User Console.

  2. Click the Deployment Management link on the left navigation bar.

  3. Click the Import link under Deployment Management. A dialog box for locating files is displayed.

  4. Locate and open the PSFTBaseXellerateUser.xml file, which is in the OIM_home\xlclient directory. Details of this XML file are shown on the File Preview page.

  5. Click Add File. The Substitutions page is displayed.

  6. Click Next. The Confirmation page is displayed.

  7. Click Import.

  8. In the message that is displayed, click Import to confirm that you want to import the XML file and then click OK.

Then, set the value of the IsTrusted reconciliation scheduled task attribute to Yes while performing the procedure described in the following section.

Creating the Reconciliation Scheduled Tasks

To create the scheduled tasks for lookup fields and user reconciliations:

  1. Open the Oracle Identity Manager Design Console.

  2. Expand the Xellerate Administration folder.

  3. Select Task Scheduler.

  4. Click Find. The details of the predefined scheduled tasks are displayed on two different tabs.

  5. Enter a number in the Max Retries field. This number represents the number of times Oracle Identity Manager must attempt to complete the task before assigning the ERROR status to the task.

  6. Ensure that the Disabled and Stop Execution check boxes are not selected.

  7. In the Start region, double-click the Start Time field. From the date-time editor that is displayed, select the date and time at which you want the task to run.

  8. To set the task to run only once, select the Once option in the Interval region.

  9. Provide values for the attributes of the scheduled task. Refer to the "Specifying Values for the Scheduled Task Attributes" section for information about the values to be specified.

  10. Click Save. The scheduled task is created. The INACTIVE status is displayed in the Status field, because the task is not currently running. The task is run at the date and time that you set in Step 7.

  11. Repeat Steps 5 through 10 to create the second scheduled task.

After you create both scheduled tasks, proceed to the "Step 8: Compiling Adapters" section.

Specifying Values for the Scheduled Task Attributes

This section provides information about the values to be specified for the following scheduled tasks:

Lookup Fields Reconciliation Scheduled Task

You must specify values for the following attributes of the lookup fields reconciliation scheduled task.

Note:

Attribute values are predefined in the connector XML file that you import. Specify values only for those attributes that you want to change.
Attribute Description
ServerName Name of the IT resource

Default value: PSFT Base Server

LookupType The type of data that is being looked up in the target system.

The value can be any one of the following:

  • EmployeeId

  • LanguageCode

  • EmailTypes

  • CurrencyCode

  • PermissionList

  • UserRoles

FilePath Directory path on the Oracle Identity Manager server where the reconciliation lookup .txt file is stored

Sample value: C:\PSFTBase\LookupRecon\EmployeeIds.txt

LookupName Name of the lookup definition configured in Oracle Identity Manager

The value can be any one of the following:

  • Lookup.PSFTBase.EmployeeId

  • Lookup.PSFTBase.LanguageCode

  • Lookup.PSFTBase.EmailType

  • Lookup.PSFTBase.CurrencyCode

  • Lookup.PSFTBase.PermissionList

  • Lookup.PSFTBase.Roles

TargetSystem Name of the resource object

Default value: PSFTBase


After you specify values for these task attributes, go to Step 10 of the procedure to create scheduled tasks.

User Reconciliation Scheduled Task

You must specify values for the following attributes of the user reconciliation scheduled task.

Note:

Attribute values are predefined in the connector XML file that you import. Specify values only for those attributes that you want to change.
Attribute Description
MultiValueSeperator ## is the multivalue separator in the flat file that is used for bulk reconciliation
ServerName Name of the IT resource instance

Default value: PSFTBase

IsTrusted Specifies whether or not reconciliation is to be carried out in trusted mode

The value can be Yes or No. The default value is No.

XellerateOrganization Default name of the Oracle Identity Manager organization

This value is used to create the Xellerate User in trusted mode.

FolderPath Directory path on the Oracle Identity Manager server where the reconciliation lookup .txt file is stored
TargetSystem Name of the resource object

Default value: PSFTBase


After you specify values for these task attributes, go to Step 10 of the procedure to create scheduled tasks.

Step 8: Compiling Adapters

The following adapters are imported into Oracle Identity Manager when you import the connector XML file:

You must compile these adapters before you can use them to provision accounts on the target system.

To compile adapters by using the Adapter Manager form:

  1. Open the Adapter Manager form.

  2. To compile all the adapters that you import into the current database, select the Compile All option.

    To compile multiple (but not all) adapters, select the adapters you want to compile. Then, select the Compile Selected option.

  3. Click Start. Oracle Identity Manager compiles the selected adapters.

  4. If Oracle Identity Manager is installed in a clustered environment, then copy the compiled adapters from the OIM_home\xellerate\Adapter directory to the same directory on each of the other nodes of the cluster. If required, overwrite the adapter files on the other nodes.

To view detailed information about an adapter:

  1. Highlight the adapter in the Adapter Manager form.

  2. Double-click the row header of the adapter, or right-click the adapter.

  3. Select Launch Adapter from the shortcut menu that is displayed. Details of the adapter are displayed.

Note:

To compile one adapter at a time, use the Adapter Factory form. Refer to Oracle Identity Manager Tools Reference Guide for information about using the Adapter Factory and Adapter Manager forms.

Configuring the Connector for Multiple Installations of the Target System

Note:

Perform this procedure only if you want to configure the connector for multiple installations of PeopleSoft User Management. Refer to Oracle Identity Manager Design Console Guide for detailed instructions on performing each step of this procedure.

To configure the connector for multiple installations of the target system:

  1. Create and configure one resource object for each target system installation.

    The Resource Objects form is in the Resource Management folder. The PSFTBase resource object is created when you import the connector XML file. You can use this resource object as the template for creating the remaining resource objects.

  2. Create and configure one IT resource for each resource object.

    The IT Resources form is in the Resource Management folder. The PSFT Base Server IT resource is created when you import the connector XML file. You can use this IT resource as the template for creating the remaining IT resources, of the same resource type.

  3. Design one process form for each resource object.

    The Form Designer form is in the Development Tools folder. The following process forms are created when you import the connector XML file:

    • UD_PSFT_BAS (main form)

    • UD_PSROLES and UD_PS_EMAIL (child forms for PeopleTools 8.4x only)

    You can use these process forms as templates for creating the remaining process forms.

  4. Create and configure one process definition for each resource object.

    The Process Definition form is in the Process Management folder. The PSFTBase process definition is created when you import the connector XML file. You can use this process definition as the template for creating the remaining process definitions.

    While creating process definitions for each target system installation, the following steps that you must perform are specific to the creation of each process definition:

    • From the Object Name lookup field, select the resource object that you create in Step 1.

    • From the Table Name lookup field, select the process form that you create in Step 3.

    • While mapping the adapter variables for the IT Resource data type, ensure that you select the IT resource that you create in Step 2 from the Qualifier list.

  5. Configure reconciliation for each target system installation. Refer to the "Step 7: Configuring Reconciliation" section for instructions. Note that only the values of the following attributes are to be changed for each reconciliation scheduled task:

    • TargetSystem

    • ServerName

    • IsTrusted

    Set the IsTrusted attribute to Yes for the PeopleSoft User Management installation that you want to designate as a trusted source. You can designate either a single or multiple installations of PeopleSoft User Management as the trusted source. For the remaining PeopleSoft User Management installations, set this attribute to No.

  6. If required, modify the fields to be reconciled for the Xellerate User resource object.

Additional Steps for Configuring Change-Based Reconciliation

For change-based reconciliation, you must perform the procedure described in the following sections:

The following are actions that you must perform differently from the procedure described in these sections: