Contents

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
• Documentation-Specific Updates

1 About the Connector

• 1.1 Certified Components
• 1.2 Certified Languages
• 1.3 Connector Architecture
  • 1.3.1 Full Reconciliation
  • 1.3.2 Incremental Reconciliation
• 1.4 Features of the Connector
  • 1.4.1 Dedicated Support for Trusted Source Reconciliation
  • 1.4.2 Full and Incremental Reconciliation
  • 1.4.3 Support for Major Person Lifecycle Events
  • 1.4.4 Reconciliation of Effective-Dated Lifecycle Events
  • 1.4.5 Support for Standard PeopleSoft Messages
  • 1.4.6 Support for Resending Messages That Are Not Processed
  • 1.4.7 Validation and Transformation of Person Data
  • 1.4.8 Reconciliation of the Manager ID Attribute
  • 1.4.9 Target Authentication
  • 1.4.10 Support for Specifying Persons to Be Excluded from Reconciliation Operation
• 1.5 Connector Objects Used During Reconciliation
  • 1.5.1 User Attributes for Reconciliation
  • 1.5.2 Reconciliation Rules
    • 1.5.2.1 Overview of the Reconciliation Rule
    • 1.5.2.2 Viewing the Reconciliation Rule in the Design Console
  • 1.5.3 Reconciliation Action Rules
    • 1.5.3.1 Overview of the Reconciliation Action Rules
    • 1.5.3.2 Viewing the Reconciliation Action Rules in the Design Console
  • 1.5.4 Predefined Lookup Definitions
    • 1.5.4.1 Lookup Definitions Used to Process PERSON_BASIC_SYNC Messages
    • 1.5.4.2 Lookup Definitions Used to Process WORKFORCE_SYNC Messages
    • 1.5.4.3 Other Lookup Definitions
• 1.6 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
    • 2.1.1.2 Determining the Release Number of the Connector
    • 2.1.1.3 Creating a Backup of the Existing Common.jar File
  • 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
• 2.2 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 Deploying the PeopleSoft Listener
    • 2.2.1.5 Removing the PeopleSoft Listener
  • 2.2.2 Installation on the Target System
    • 2.2.2.1 Configuring the Target System for Full Reconciliation
    • 2.2.2.2 Configuring the Target System for Incremental Reconciliation
• 2.3 Postinstallation
  • 2.3.1 Postinstallation on Oracle Identity Manager
    • 2.3.1.1 Enabling Logging
    • 2.3.1.2 Setting Up the Lookup.PSFT.HRMS.ExclusionList Lookup Definition
    • 2.3.1.3 Setting Up the Lookup.PSFT.Configuration Lookup Definition
    • 2.3.1.4 Configuring SSL
  • 2.3.2 Postinstallation on the Target System

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
• 3.5 Resending Messages That Are Not Received by the PeopleSoft Listener
• 3.6 Configuring Scheduled Tasks

4 Extending the Functionality of the Connector

• 4.1 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

5 Testing and Troubleshooting

• 5.1 Testing Reconciliation
• 5.2 Troubleshooting

6 Known Issues

A Determining the Root Audit Action Details

B Configuring the Connector Messages

Index