3 Configuring the Connector

After you deploy the connector, you must configure it to meet your requirements. This chapter discusses the following connector configuration procedures:

Note:

These sections provide both conceptual and procedural information about configuring the connector. It is recommended that you read the conceptual information before you perform the procedures.

• Configuring Reconciliation

• Configuring Provisioning

• Configuring the Connector for Multiple Installations of the Target System

Note:

This chapter provides both conceptual and procedural information about configuring the connector. It is recommended that you read the conceptual information before you perform the procedures.

Configuring Reconciliation

As mentioned earlier in this guide, reconciliation involves duplicating in Oracle Identity Manager additions of and modifications to user accounts on the target system. This section discusses the following topics related to configuring reconciliation:

• Configuring Trusted Source Reconciliation

• Configuring the Reconciliation Scheduled Tasks

Configuring Trusted Source Reconciliation

While configuring the connector, the target system can be designated as a trusted source or a target resource. If you designate the target system as a trusted source, then both newly created and modified user accounts are reconciled in Oracle Identity Manager. If you designate the target system as a target resource, then only modified user accounts are reconciled in Oracle Identity Manager.

Note:

You can skip this section if you do not want to designate the target system as a trusted source for reconciliation.

Enabling trusted source reconciliation involves the following steps:

1. Import the XML file for trusted source reconciliation, JDEConnectorXLResourceObject.xml, by using the Deployment Manager. This section describes the procedure to import the XML file.

2. Set the isTrustedSource scheduled task attribute to True. You specify a value for this attribute while configuring the user reconciliation scheduled task, which is described later in this guide.

To import the XML file for trusted source reconciliation:

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 JDEConnectorXLResourceObject.xml file, which is in the OIM_home/Xellerate/JDE/xml 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.

After you import the XML file for trusted source reconciliation, you must set the value of the isTrustedSource reconciliation scheduled task attribute to True. This procedure is described in the "Configuring the Reconciliation Scheduled Tasks" section.

Configuring the Reconciliation Scheduled Tasks

When you perform the procedure described in the "Step 4: Importing the Connector XML File" section, the scheduled tasks for lookup fields and user reconciliations are automatically created in Oracle Identity Manager. To configure these scheduled tasks:

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. For the first scheduled task, 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. In the Interval region, set the following schedule parameters:

   • To set the task to run on a recurring basis, select the Daily, Weekly, Recurring Intervals, Monthly, or Yearly option. If you select the Recurring Intervals option, then you must also specify the time interval at which you want the task to run on a recurring basis.

   • To set the task to run only once, select the Once option.

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.

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

• User Reconciliation Scheduled Task

Lookup Fields Reconciliation Scheduled Task

You must specify values for the following attributes of the JDE LookUp Recon 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.

• Values (either default or user-defined) must be assigned to all the attributes. If even a single attribute value were left empty, then reconciliation would not be performed.

Attribute	Description	Sample Value
Language	Code of the language to be used in the lookup reconciliation	en
Country	Code of the country to be used in the lookup reconciliation	us
IT Resource	Name of the IT resource for setting up a connection to JD Edwards	JDE IT Resource
isRoleLookup	Specifies whether or not to perform a lookup for the Role value during reconciliation The value can be true or false.	true
isDateSeparationCharacterLookup	Specifies whether or not to perform a lookup for the Date Separation Character value during reconciliation The value can be true or false.	true
isLanguageLookup	Specifies whether or not to perform a lookup for the Language value during reconciliation The value can be true or false.	true
isLocalizationCountryCodeLookup	Specifies whether or not to perform a lookup for the Localization Country Code value during reconciliation The value can be true or false.	true
isDateFormatLookup	Specifies whether or not to perform a lookup for the Date Format value during reconciliation The value can be true or false.	true
isUniversalTimeLookup	Specifies whether or not to perform a lookup for the Universal Time value during reconciliation The value can be true or false.	true
isDecimalFormatCharacterLookup	Specifies whether or not to perform a lookup for the Decimal Format Character value during reconciliation The value can be true or false.	true
isTimeFormatLookup	Specifies whether or not to perform a lookup for the Time Format value during reconciliation The value can be true or false.	true
LanguagePreferenceForLookup	Specifies the language setting for lookup field entries	You can specify one of the following values: For English: E For French: F For German: G For Italian: I For Japanese: J For Korean: KO For Simplified Chinese: CS For Spanish: S For Traditional Chinese: CT

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

User Reconciliation Scheduled Task

You must specify values for the following attributes of the JDE User Recon 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.

• Values (either default or user-defined) must be assigned to all the attributes. If even a single attribute value were left empty, then reconciliation would not be performed.

Attribute	Description	Sample Value
Organization	Default organization assigned to a new user	Xellerate Users
Xellerate Type	Default type assigned to a new user	End-User Administrator
Role	Default employee type assigned to a new user	Consultant
ITResource	Name of the IT Resource for setting up a connection with JD Edwards	JDE IT Resource
ResourceObject	Name of the resource object that is used for	JDE Resource Object
isTrustedSource	Specifies whether or not trusted source reconciliation is to be performed If it is set to true, then the target system is treated as a trusted source. If it is set to false, then the target system is treated as a nontrusted target. By default, the value is false.	false
XLDeleteUsersAllowed	Specifies whether or not users are to be deleted in Oracle Identity Manager during user reconciliation	false

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

Stopping Reconciliation

Suppose the User Reconciliation Scheduled Task for the connector is running and user records are being reconciled. If you want to stop the reconciliation process:

1. Perform Steps 1 through 4 of the procedure to configure reconciliation scheduled tasks.

2. Select the Stop Execution check box in the task scheduler.

3. Click Save.

Configuring Provisioning

As mentioned earlier in this guide, provisioning involves creating or modifying a user's account information on the target system through Oracle Identity Manager. Refer to the "Supported Functionality" section for a listing of the provisioning functions that are available with this connector.

Note:

You must perform this procedure if you want to use the provisioning features of Oracle Identity Manager for this target system.

Adapters are used to implement provisioning functions. The following adapters are imported into Oracle Identity Manager when you import the connector XML file:

See Also:

The "Supported Functionality" section for a listing of the provisioning functions that are available with this connector

• Enable and Disable User

• JDE Delete User

• Modify Password

• PrePopulate JDE Form

• JDE Remove Role

• JDE Modify User

• JDE Create User

• JDE Add Role

You must compile these adapters before they can be used in provisioning operations.

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 Compile All.

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

   Note:

   Click Compile Previously Failed to recompile only those adapters that were not compiled successfully. Such adapters do not have an OK compilation status.

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.

If you want to compile one adapter at a time, then use the Adapter Factory form.

See Also:

Oracle Identity Manager Tools Reference Guide for information about using the Adapter Factory and Adapter Manager forms

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.

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 JD Edwards EnterpriseOne.

You may want to configure the connector for multiple installations of JD Edwards EnterpriseOne. The following example illustrates this requirement:

The Tokyo, London, and New York offices of Acme Multinational Inc. have their own installations of JD Edwards EnterpriseOne. The company has recently installed Oracle Identity Manager, and they want to configure Oracle Identity Manager to link all the installations of JD Edwards EnterpriseOne.

To meet the requirement posed by such a scenario, you must configure the connector for multiple installations of JD Edwards EnterpriseOne.

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

See Also:

Oracle Identity Manager Design Console Guide for detailed instructions on performing each step of this procedure

1. Create and configure one resource object for each target system installation. The Resource Objects form is in the Resource Management folder. The JDE Resource Object 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 JDE IT Resource 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. Create and configure one process definition for each resource object.

   The Process Definition form is in the Process Management folder. The JDE Process 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 each process definition, the following steps that you must perform are specific to this procedure:

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

   2. 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. Design one process form for each process definition.

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

   • UD_JDE (parent form)

   • UD_JDEROL (child form for multivalue attributes)

   You can use these process forms as templates for creating the remaining process forms. While creating the process forms, from the Object Name lookup field, select the resource object that you create in Step 1.

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

   • ITResource

   • ResourceObject

   • isTrustedSource

   Set the isTrustedSource attribute to True for the JD Edwards installation that you want to designate as a trusted source.

6. If required, modify the fields to be reconciled for the Xellerate User resource object. When you use the Administrative and User Console to perform provisioning, you can specify the IT resource corresponding to the JD Edwards installation to which you want to provision the user.

When you use the Administrative and User Console to perform provisioning, you can specify the IT resource corresponding to the JD Edwards EnterpriseOne installation to which you want to provision the user.