Setting Up Prerequisite Data for the Learning Management Integration

This chapter discusses how to:

• Set up manual data in the JD Edwards EnterpriseOne system for the Learning Management integration.

• Set up manual data in the PeopleSoft Enterprise system for the Learning Management integration.

• Set up corresponding data in both systems.

• Set up cross-references for the Learning Management integration.

• Load master data for the Learning Management integration.

Setting Up Manual Data in the JD Edwards EnterpriseOne System for the Learning Management Integration

This section discusses how to:

• Set up the date format.

• Set up external system roles in the JD Edwards EnterpriseOne system.

Note. You must set up this manual data before you run the Learning Management integration.

Forms Used to Set Up Manual Data in the JD Edwards EnterpriseOne System for the Learning Management Integration

Setting Up the Date Format

Access the User Profile Revisions form.

Setting Up External System Roles in the JD Edwards EnterpriseOne System

Access the Manage External System User Roles form.

You must set up these roles:

• LMLELM_ELM_User

• LMLELM_Internal_Learner

• PAPP_USER

• PeopleSoft User

• UPG_ALLPAGES

See Also

PeopleSoft Enterprise Learning Management 8.81 Implementation Guide, “Appendix: Understanding PeopleSoft Enterprise Learning Management Security,” Understanding Roles and Permission Lists.

Setting Up Manual Data in the PeopleSoft Enterprise System for the Learning Management Integration

This section discusses how to:

• Add the FMSE1 SetID.

• Add the current market rate type.

• Set up the HRCOMP external source code.

• Set up relationship properties.

Note. You must set up this manual data before you run the Learning Management integration.

Pages Used to Set Up Manual Data in the PeopleSoft Enterprise System for the Learning Management Integration

Access these pages in the appropriate PeopleSoft Enterprise Learning Management database.

Adding the FMSE1 SetID

Access the TableSet ID page.

SetID

Add FMSE1. This is the default value in the Integration Options and must exist in PeopleSoft Enterprise.

Adding the Current Market Rate Type

Access the Market Rate Type page.

Rate Type

Add the rate type CRRNT. You cannot add this value in the JD Edwards EnterpriseOne system because user-defined code (UDC) 11/RT is limited to two characters. This value must exist in PeopleSoft Enterprise Learning Management for the integration of market rates.

Setting Up the HRCOMP External Source Code

Access the External Source Setup page.

Automatically Map Objectives to External Codes

Select this check box to convert JD Edwards EnterpriseOne competencies to PeopleSoft Enterprise Learning Management objectives.

Setting Up Relationship Properties

Access the Relationships page.

To set up relationship properties for the PSFT_E1 node,

1. Open the LM_E1_IA relationship.

2. Click Properties to access the Relationship Properties page.

3. Change the value for the Category, AppRelease property from PeopleSoft HCM 8.8 to PeopleSoft E1.

4. Reboot the App Server and clear the cache.

Note. Depending on your PeopleSoft Enterprise Learning Management service pack level, this value may already be set correctly.

Setting Up Corresponding Data in Both Systems

Due to their static nature, certain entities must be manually synchronized between the PeopleSoft Enterprise system and the JD Edwards EnterpriseOne system.

You must load identical values for the JD Edwards EnterpriseOne codes and the PeopleSoft Enterprise codes before you run the integration:

Setting Up Cross-References for the Learning Management Integration

This section provides an overview of key cross-references for the Learning Management integration and discusses how to set up code cross-references for the Learning Management integration.

Understanding Key Cross-References for the Learning Management Integration

This integration requires that key cross-references be set up in the JD Edwards EnterpriseOne WSG cross-reference database. The system creates these key cross-references during integration processing; no user setup is required.

businessunit

The system creates this key cross reference during the initial load of JD Edwards EnterpriseOne business units to PeopleSoft Enterprise Learning Management departments.

The canonical and native keys both contain business units from the Business Unit field (MCU) of the Business Unit Master table (F0006) in the JD Edwards EnterpriseOne system. The native key is the department ID in PeopleSoft Enterprise Learning Management.

This cross-reference is used by the incremental sync of business units to departments to determine whether the business unit that is being sent from the JD Edwards EnterpriseOne system to PeopleSoft Enterprise Learning Management is being added or changed.

Note. If you rerun the initial batch load of business units to departments, you need to clear the businessunit key cross-reference.

competency

The system creates this key cross reference during the initial load of competencies from the JD Edwards EnterpriseOne system to PeopleSoft Enterprise Learning Management.

The canonical key contains a concatenation of the Competency Type field (CMPE) and the Competency Code field (CMPC) from the Competency Master table (F05104), separated by the pipe character, for example 001|ACCTG. The native key contains a concatenation of the Competency Type field and the Competency Code field without a separator and without leading zeros, for example, 1ACCTG. The native key is the external code assigned to learner competencies in PeopleSoft Enterprise Learning Management.

Note. If you rerun the initial batch load of competencies, you do not need to clear the competency key cross-reference. The header service automatically clears the competency cross-reference.

This cross-reference is used by the incremental synchronization of competencies and by the initial batch load and incremental synchronization of JD Edwards EnterpriseOne resource competencies to PeopleSoft Enterprise Learning Management person competencies. Therefore, it is crucial that the initial load of competencies occur before the initial load or incremental synchronizations of resource competencies to person competencies.

This cross-reference is also used for the transactional transfer of PeopleSoft Enterprise Learning Managements objectives to JD Edwards EnterpriseOne competencies.

position

The system creates this key cross-reference during the initial load of JD Edwards EnterpriseOne jobs in business units to PeopleSoft Enterprise Learning Management positions.

The canonical key contains a concatenation of the Organizational Business Unit field (ORMCU), the Job Type field (JBCD), and the Job Step field (JBST) from Organizational Business Unit/Job Cross-Reference table (F080061), separated by the pipe character, for example, M30|8P-3|A.1. The native key contains the corresponding position number from PeopleSoft Enterprise Learning Management.

This cross-reference is used by the incremental sync of jobs in business units to positions to determine whether the job that is being sent from the JD Edwards EnterpriseOne system to PeopleSoft Enterprise Learning Management is being added or changed.

This cross-reference is a prerequisite for initial data load and the incremental sync of JD Edwards EnterpriseOne competency job descriptions to Enterprise role competencies.

Note. If you rerun the initial batch load of jobs in business units to positions, you do not need to clear the position key cross-reference. The header service automatically clears the position cross-reference.

reviewpoint and reviewrating

The system creates these key cross-references during the initial load of JD Edwards EnterpriseOne scales to PeopleSoft Enterprise Learning Management rating models.

The system creates several instances of the reviewpoint and reviewrating cross-references, following the object name with the name of the scale, for example, reviewpoint-3PT or reviewrating-3PT.

For the reviewpoint cross-reference, the canonical key contains a concatenation of the Scale field (SCLE) from the Scale Master table (F05103) and the Low Value field (SCLL) from the Competency Levels table (F05119), separated by the pipe character, for example, 3PT|1.000. The native key contains a concatenation of the corresponding ratings model and review points from PeopleSoft Enterprise Learning Management, separated by a pipe character, for example, 3PT|33.

For the reviewrating cross-reference, the canonical key contains the same value as the canonical key for the reviewpoint cross-reference. The native key contains a concatenation of the corresponding ratings model and proficiency from PeopleSoft Enterprise Learning Management, separated by a pipe character, for example, 3PT|C.

Note. If you rerun the initial batch load of scales to rating models, you do not need to clear the reviewpoint or reviewrating key cross-references. The header service automatically clears these cross-references.

The reviewpoint and reviewrating key cross-references are used during the incremental synchronization of scales to rating models.

The reviewrating key cross-reference is used by the initial batch load and incremental synchronization of JD Edwards EnterpriseOne resource competencies to PeopleSoft Enterprise Learning Management person competencies. Therefore, it is crucial that the initial load of competencies occur before the initial load or incremental synchronizations of resource competencies to person competencies.

The reviewrating key cross-reference is also used for the transactional transfer of PeopleSoft Enterprise Learning Managements objectives to JD Edwards EnterpriseOne competencies.

Setting Up Code Cross-References for the Learning Management Integration

This integration requires that code cross-references be set up in the JD Edwards EnterpriseOne WSG cross-reference database. Specify the PeopleSoft Enterprise value as the native code and the JD Edwards EnterpriseOne value as the canonical code.

Note. For codes that exist in either the JD Edwards EnterpriseOne system or the PeopleSoft Enterprise system but that do not have a corresponding code in the other system, you must add a corresponding code in the system that lacks the code, and then cross reference the two system's codes.

Loading Master Data for the Learning Management Integration

This section provides overviews of the process of loading JD Edwards EnterpriseOne data into PeopleSoft Enterprise Learning Management tables and of the incremental synchronization of master data for the Learning Management integration, lists prerequisites, and discusses how to:

• Set processing options for the Update External System Job Descriptions program (R080025).

• Set processing options for the Account Master Batch Load (R8909F0901) program.

• Set processing options for the Business Unit Batch Load (R8900F0006) program.

• Set processing options for the Batch Load Outbound Job Descriptions (R89F080601) program.

• Set processing options for the Currency Exchange Batch Upload program (R8900F0015).

• Set processing options for the User Profile Batch Load program (R89F0092B).

• Set processing options for the Address Book Master Batch Load program (R8901F0101).

• Run batch integrations in the Integration Server for the Learning Management integration.

Note. If a table conversion program is used in the Learning Management and does not have processing options listed in this chapter, the table conversion program does not use processing options.

Understanding the Process of Loading JD Edwards EnterpriseOne Data into PeopleSoft Enterprise Learning Management Tables

Perform the initial loading of the JD Edwards EnterpriseOne data to corresponding PeopleSoft Enterprise Learning Management tables in this order:

1. JD Edwards EnterpriseOne Hard Codes to PeopleSoft Enterprise Journal Generator.

2. JD Edwards EnterpriseOne Company to PeopleSoft Enterprise GL Business Unit.

3. JD Edwards EnterpriseOne Company to PeopleSoft Enterprise HR Business Unit.

4. JD Edwards EnterpriseOne to PeopleSoft Enterprise Market Rate Type.

5. JD Edwards EnterpriseOne Hard Codes to PeopleSoft Enterprise Market Rate Index.

6. JD Edwards EnterpriseOne Currency Rates to PeopleSoft Enterprise Market Rates.

7. JD Edwards EnterpriseOne Currency Rates to PeopleSoft Enterprise Market Rate Definition.

8. JD Edwards EnterpriseOne Currency Rates to PeopleSoft Enterprise Currency Quote Method.

9. JD Edwards EnterpriseOne Accounts to PeopleSoft Enterprise ChartFields.

10. JD Edwards EnterpriseOne to PeopleSoft Enterprise Job Codes.

11. JD Edwards EnterpriseOne Job in Business Unit to PeopleSoft Enterprise Positions.

12. JD Edwards EnterpriseOne Business Unit to PeopleSoft Enterprise Department.

13. JD Edwards EnterpriseOne Scale to PeopleSoft Enterprise Rating Models.

14. JD Edwards EnterpriseOne to PeopleSoft Enterprise Competency.

15. JD Edwards EnterpriseOne Competency Job Description to PeopleSoft Enterprise Role Competency.

16. JD Edwards EnterpriseOne to PeopleSoft Enterprise User Profile.

17. JD Edwards EnterpriseOne Address Book to PeopleSoft Enterprise Person.

18. JD Edwards EnterpriseOne Employee Master to PeopleSoft Enterprise Workforce.

19. JD Edwards EnterpriseOne Resource Competency to PeopleSoft Enterprise Person Competency.

Important! You should run the XJDEELMINT versions of the table conversion programs. These versions mark quotes within quotes with a release character so that these strings can be processed correctly in the Integration Server.

This table describes the initial data loads that you must perform:

E1_Hardcodes_To_E_Journal_Generator

This initial data load sends this hard-coded data to the PeopleSoft Enterprise Learning Management Journal Generator table (PS_LM_JRNLGEN_TMPL):

• SetID: Integration Option value.

• Journal Template: system setup table value.

• Effective Date: 1900–01–01.

• Status as of Effective Date: A.

• Description: integration option value.

• Journal Source: blank.

E1_Company_To_E_GL_Business_Unit

This initial data load sends company data from the JD Edwards EnterpriseOne Company Master table (F0010) to PeopleSoft Enterprise Learning Management GL Business Units table (PS_LM_BUS_UNIT_GL).

E1_Company_To_E_HR_Business_Unit

This initial data load sends company data from the JD Edwards EnterpriseOne Company Master table (F0010) to the PeopleSoft Enterprise Learning Management HR Business Units table (PS_LM_BUS_UNIT_TBL).

E1_To_E_Market_Rate_Type

This initial data load sends the values for UDC 11/RT (Multicurrency Rate Type) from the JD Edwards EnterpriseOne User Defined Codes table (F0005) to the PeopleSoft Enterprise Learning Management Market Rate Type table (RT_TYPE_TBL).

You must manually add the value CRRNT in PeopleSoft Enterprise Learning Management. You cannot add this value in the JD Edwards EnterpriseOne system because UDC 11/RT is limited to two characters. This value must exist in PeopleSoft Enterprise Learning Management for the integration of market rates.

There is no incremental synchronization for this data because this data rarely changes. If you add a new multicurrency rate type in the JD Edwards EnterpriseOne system, you must run this integration point again.

E1_Hardcodes_To_E_Market_Rate_Index

This initial data load sends this hard-coded data to the PeopleSoft Enterprise Learning Management Market Rate Index table (RT_INDEX_TBL):

• Market Rate Index: Integration Option value.

• Rate Category: 10.

• Description: integration option value.

• Decimal Positions: 7.

• Default Exchange Rate Index: Y.

E1_Currency_Rates_To_E_Market_Rates

This initial data load sends currency rate data from the JD Edwards EnterpriseOne Currency Exchange Rates table (F0015) to the PeopleSoft Enterprise Learning Management Market Rate table (RT_RATE_TBL).

You must manually add market rate type of CRRNT to the PeopleSoft Enterprise Learning Management Market Rate Type table (RT_TYPE_TBL) before running this service.

E1_Currency_Rates_To_E_Market_Rate_Definition

This initial data load sends currency rate data from the JD Edwards EnterpriseOne Currency Exchange Rates table (F0015) to the PeopleSoft Enterprise Learning Management Market Rate Definition table (RT_RATE_DEF_TBL).

E1_Currency_Rates_To_E_Currency_Quote_Method

This initial data load sends currency exchange rate data from the JD Edwards EnterpriseOne Currency Exchange Rates table (F0015) to the PeopleSoft Enterprise Learning Management Currency Quotation table (CURR_QUOTE_TBL).

E1_Accounts_To_E_Chartfields

This initial data load sends account information from the JD Edwards EnterpriseOne Account Master table (F0901) to the PeopleSoft Enterprise Learning Management Account ChartField table (PS_LM_CF_ACCOUNT).

The integration server sends the object and subsidiary portions of the JD Edwards EnterpriseOne account number, separated by the account delimiter specified in the integration options, to the PeopleSoft Enterprise system.

E1_Jobcodes_To_E_ELMJobcodes

This initial data load sends job data from the JD Edwards EnterpriseOne Job Information table (F08001) to the PeopleSoft Enterprise Learning Management Job Code table (PS_LM_JOBCODE_TBL).

E1_Job_In_BU_To_E_Position

This initial data load sends job in business unit data from the JD Edwards EnterpriseOne Organizational Business Unit/Job Cross-Reference table (F0800601) to the PeopleSoft Enterprise Learning Management Positions (PS_LM_POSITION).

E1_Business_Unit_To_E_Department

This initial data load sends business unit data from the JD Edwards EnterpriseOne Business Unit Master table (F0006) to the PeopleSoft Enterprise Learning Management Department staging table (PS_LM_STG_DEPT).

After you run this initial data load, you must access the Load Department Tables component in PeopleSoft Enterprise Learning Management and run the necessary processes to fully validate and load the data into the PS_LM_ORGANIZATION application table.

You might receive an Out of Memory error due to the large number of business units processed by this flow. To correct the issue, set up the Integration Server for high volume transactions.

See PeopleSoft 8.81 PeopleSoft Enterprise Learning Management Implementation Guide, “Managing Person and Organization Data,” Processing Staged Person and Workforce Data.

See Setting Up for High-Volume Transactions.

E1_Scale_To_E_Rating_Models

This initial data load sends scale data from the JD Edwards EnterpriseOne Scale Master table (F05103) and Competency Levels table (F05119) to the PeopleSoft Enterprise Learning Management Rating Model table (PS_LM_RTNG_MDL_TBL) and Review Ratings table (PS_LM_RVW_RTNG_TBL).

You must set up the scale code cross-reference before running this initial data load.

Note. We recommend that you do not change scale values after you run the initial data load of scale data. While the scale values themselves are updated by the incremental synchronization of scales to rating models, any employee competency records that use the old scale are not updated. If the scale is changed in the JD Edwards EnterpriseOne system after being sent to PeopleSoft Enterprise Learning Management, you are responsible for manually correcting the employee competency data in the PeopleSoft Enterprise Learning Management system.

E1_To_E_Competency

This initial data load sends competency data from the JD Edwards EnterpriseOne Competency Master table (F05104) to the PeopleSoft Enterprise Learning Management Objectives External Source table (PS_LM_OBJV_EXT_SRC), Objectives table (PS_LM_OBJV_TBL), and Objectives Detail table (PS_LM_OBJV_DTL).

You must set up the scale code cross-reference before running this initial data load.

Also, you must set up Objectives in the PeopleSoft Enterprise Learning Management system before running this initial data load.

See PeopleSoft 8.81 PeopleSoft Enterprise Learning Management Implementation Guide, “Setting Up Objectives.”

Warning! Unlike other integrations, the header component for this flow does not delete the external-source competencies from the three PeopleSoft Enterprise database tables listed above. If you find it necessary to rerun this process for any reason, you must manually clear these tables. You can use these sample SQL statements, or you can create your own:

DELETE from PS_LM_OBJV_EXT_SRC

This statement deletes all records in the table, therefore, verify that you want to delete all records before running this statement.

DELETE from PS_LM_OBJV_TBL where LM_EXT_OBJECTIVE = 'Y'.

This statement deletes external objects. Before you run this statement, verify that you want to delete all external objects. You might want to narrow the criteria to delete specific records related to JD Edwards EnterpriseOne.

DELETE from PS_LM_OBJV_DTL where LM_EXT_SRC_CD = 'HRCOMP'.

E1_Comp_Job_Desc_To_E_Role_Comp

This initial load sends role competency data from the JD Edwards EnterpriseOne Organizational Business Unit/Job Cross-Reference table (F0800601) to the PeopleSoft Enterprise Learning Management Role Competency table (PS_LM_ROLE_COMPS).

E1_User_Preference_to_E_LM_User_Profile

This initial load sends user preference data from the JD Edwards EnterpriseOne Library Lists - User table (F0092), User Display Preferences table (F00921), Address Book Master table (F0101), and Electronic Address table (F01151) to the PeopleSoft Enterprise Learning Management User Profile tables (PS_ROLEXLATOPR, PSROLEXLATOPRVW, PSOPRDEFN, PSOPRALIAS, PSROLEUSER, PSROLEUSER_VW, PSUSEREMAIL, and PS_LM_PERSON_OPRID).

Before you run this initial data load, verify that the appropriate data is set up in these programs:

• User Preferences (P0092).

• Address Book Revisions (P01012).

• Electronic Address Revisions (P01111).

You should set up primary email addresses in the Electronic Address Revisions program, specifying E in the Electronic Address Type field and 1 in the Messaging Indicator field.

You must set up the language code cross-reference before running this initial data load.

You must also set up PeopleSoft Enterprise Learning Management Roles in the JD Edwards EnterpriseOne system before running this initial load.

See Setting Up External System Roles in the JD Edwards EnterpriseOne System.

After you run this initial load, you must run the encrypt.dms script in PeopleSoft Enterprise Learning Management to permit users to log into the Learning Management system. The encrypt.dms script encrypts PeopleSoft Enterprise Learning Management passwords.

See PeopleSoft Enterprise PeopleTools 8.45 Implementation Guide: Data Management, “Using PeopleSoft Data Mover,” Creating and Running PeopleSoft Data Mover Scripts.

This initial data load uses both the PSFT_E1 and the PSFT_LM nodes. You must ensure that the USER_PROFILE message is active under both of these nodes.

E1_Address_Book_To_E_Person

This initial data load sends employee data from these JD Edwards EnterpriseOne tables:

• Employee Master Information (F060116).

• Address Book Master (F0101).

• Address Book - Who's Who (F0111).

• Address Book - Phone Numbers (F0115).

• Electronic Address (F01151).

• Address by Date (F0116).

This initial data load sends the employee data to these PeopleSoft Enterprise Learning Management staging tables:

• PS_LM_STG_PRS

• PS_LM_STG_PRS_DT

• PS_LM_STG_PRS_NM

• PS_LM_STG_PRS_PHN

• PS_LM_STG_PRS_EML

• PS_LM_STG_PRS_ADDR

After you run this initial data load, you must run the Load Person Tables component in PeopleSoft Enterprise and run the necessary processes to fully validate and load the data into these application tables:

• PS_LM_PERSON

• PS_LM_PERSON_EFFDT

• PS_LM_PERSON_NAME

• PS_LM_PERSON_PHONE

• PS_LM_PERSON_EMAIL

• PS_LM_PERSON_ADDR

You must specify search type E in the processing options of the Address Book Master Batch Load program in order to select only employees.

Important! Email data is populated in the PERSON_BASIC_FULLSYNC message only if the electronic address type in the F01151 table is E (email address).

In the employee's Address Book record in JD Edwards EnterpriseOne, the Alpha Name field must contain the name in the format lastname, firstname. If the name is not entered in this format, the PERSON_BASIC_FULLSYNC message returns an error.

You must set up the language code cross-reference before running this initial data load.

E1_Employee_Master_To_E_Workforce

This initial data load sends employee data from the JD Edwards EnterpriseOne Employee Master Information table (F060116) to these PeopleSoft Enterprise Learning Management staging tables:

• PS_LM_STG_PRS_JOB

• PS_LM_STG_PRS_ATT

You must set up these code cross-references before you run this initial data load:

• changereason

• shiftcode

• employmentstatus

• worktimestatus

• employeetype

• flsaexemptstatus

• jobcategory

• unioncode

After you run this initial data load, you must access the Load Person/Workforce Tables component in PeopleSoft Enterprise Learning Management and run the necessary processes to fully validate and load the data into the PS_LM_PERSON_JOB and PS_LM_PERSON_ATTRB application tables.

Note. If an employee is added with a non-numeric pay status, the record is written to the PS_LM_PERSON record only. The PS_LM_PERSON_JOB and PS_LM_PERSON_ATTRB records are not written

See PeopleSoft 8.81 PeopleSoft Enterprise Learning Management Implementation Guide, “Managing Person and Organization Data,” Processing Staged Person and Workforce Data.

E1_Resource_Comp_To_E_Person_Comp

This initial data load sends competency data from the JD Edwards EnterpriseOne Resource Competency table (F05100) to these PeopleSoft Enterprise Learning Management staging tables:

• PS_LM_STG_EVALS

• PS_LM_STG_LRNRCOMP

You must run the E1_To_E_Competency and E1_Scale_To_E_Rating_Model initial data loads before you run this initial data load because they create key cross references that are used by this initial data load.

After you run this initial load, you must run the Load Person Competency Tables function in PeopleSoft Enterprise to run the necessary processes to fully validata and load the data into the PS_LM_EVALS, PS_LM_LRNRCOMP, and PS_LM_LRNR_OBJV application tables.

Understanding the Incremental Synchronization of Master Data for the Learning Management Integration

After you have initially loaded master data from the JD Edwards EnterpriseOne system to PeopleSoft Enterprise Learning Management, you may need to sync up additions or changes to master data that occur in the JD Edwards EnterpriseOne system.

Incremental sync integrations run automatically when you add or change integrated data in the JD Edwards EnterpriseOne system.

This table describes the incremental syncs provided in this integration:

E1_Accounts_To_E_Chartfields

This incremental synchronization sends changes in account data from the JD Edwards EnterpriseOne Account Master table (F0901) to the PeopleSoft Enterprise Learning Management Account ChartField table (PS_LM_CF_ACCOUNT).

E1_Address_Book_To_E_LM_User_Profile

This incremental synchronization sends changes in address book and user preference data from the JD Edwards EnterpriseOne Address Book Master table (F0101), Library Lists - User table (F0092), and User Display Preferences table (F00921) to the PeopleSoft Enterprise Learning Management tables (PSROLEXLATOPRVW, PSOPRDEFN, PSOPRALIAS, PSROLEUSER_VW, PSUSEREMAIL, and PS_LM_PERSON_OPRID).

Important! If the address book record that was added or changed in the JD Edwards EnterpriseOne system is not associated with a valid JD Edwards EnterpriseOne user preference record, this incremental synchronization does not send the data to PeopleSoft Enterprise Learning Management. However, an address book record may be associated with more than one user preference. This flow sends data to PeopleSoft Enterprise Learning Management for every user preference record that is associated with the address book record. Therefore, when an address book number record is added or changed in the JD Edwards EnterpriseOne system, one or more user profile records might be added or changed in PeopleSoft Enterprise Learning Management.

You must set up the language code cross-reference before running this incremental synchronization.

You must also set up PeopleSoft Enterprise Learning Management roles in the JD Edwards EnterpriseOne system using the External System Roles program (P0805) before running this incremental synchronization. These roles are included in the data that is sent to PeopleSoft Enterprise Learning Management.

See Setting Up External System Roles in the JD Edwards EnterpriseOne System.

Note. PeopleSoft Enterprise Learning Management roles are sent from the JD Edwards EnterpriseOne system to PeopleSoft Enterprise Learning Management only when the action code within this flow is A (add). When the action code within this flow is C (change) or D (delete), roles are not sent.

Also, both users and roles are stored in the F0092 table. However, JD Edwards EnterpriseOne roles are not sent to PeopleSoft Enterprise Learning Management; only JD Edwards EnterpriseOne users are sent. If the User/Role field (UGRP) in the F0092 table contains the value *GROUP, which indicates that the record is a role, the data is not sent.

Default passwords are resent to PeopleSoft Enterprise Learning Management each time this incremental synchronization run. If a learner logs into PeopleSoft Enterprise Learning Management and changes his or her password, it is likely that the password will be reset to the default password.

After this incremental synchronization completes, you must run the encrypt.dms script in PeopleSoft Enterprise Learning Management to permit users to log into the Learning Management system. The encrypt.dms script encrypts PeopleSoft Enterprise Learning Management passwords.

See PeopleSoft Enterprise PeopleTools 8.45 Implementation Guide: Data Management, “Using PeopleSoft Data Mover,” Creating and Running PeopleSoft Data Mover Scripts.

E1_Address_Book_To_E_Person

This incremental synchronization sends changes in employee data from these JD Edwards EnterpriseOne tables:

• Employee Master Information (F060116).

• Address Book Master (F0101).

• Address Book - Who's Who (F0111).

• Address Book - Phone Numbers (F0115).

• Electronic Address (F01151).

• Address by Date (F0116).

Note. Email data is populated in the PERSON_BASIC_SYNC message only if the electronic address type in the F01151 table is E (email address).

Important! In the employee's Address Book record in JD Edwards EnterpriseOne, the Alpha Name field must contain the name in the format lastname, firstname. If the name is not entered in this format, the PERSON_BASIC_SYNC message returns an error.

This incremental synchronization sends the employee data to these PeopleSoft Enterprise Learning Management tables:

• PS_LM_PERSON

• PS_LM_PERSON_EFFDT

• PS_LM_PERSON_NAME

• PS_LM_PERSON_PHONE

• PS_LM_PERSON_EMAIL

• PS_LM_PERSON_ADDR

You must set up the language code cross-reference before running this incremental synchronization.

E1_Business_Unit_To_E_Department

This incremental synchronization sends changes in business unit data from the JD Edwards EnterpriseOne Business Unit Master table (F0006) to the PeopleSoft Enterprise Learning Management Department record (PS_LM_ORGANIZATION).

E1_Comp_Job_Desc_To_E_Role_Comp

This incremental synchronization sends changes in competency data from the JD Edwards EnterpriseOne Organizational Business Unit/Job Cross-Reference table (F0800601) to the PeopleSoft Enterprise Learning Management Role Competency table (PS_LM_ROLE_COMPS).

This incremental synchronization functions differently from the other incremental synchronizations. To run this incremental synchronization, you must complete these steps:

1. After you have run the initial batch load of competency job descriptions by running the Batch Load Outbound Job Descriptions (R89F080601) program and the E1_Comp_Job_desc_To_E_Role_Comp integration flow, set the UCI (Use Job Competency Integration?) data item to Yes in the HRM Common Display Settings program (P05004).

   Important! It is very important that you do not change the setting for the UCI data item until after the initial batch load of competency job descriptions has completed.

   See Setting Up System Options.

2. Schedule the Update External System Job Descriptions program (R080025) to run periodically and to ensure regular updates.

   See JD Edwards EnterpriseOne Tools 8.96 System Administration Guide, “Using the Scheduler Application.”

The Update External System Job Descriptions program reads through the Job Description Changes Integration Work File table (F08JDWF1), rebuilds all competency based job descriptions that changed due to the changes in the tables, and then initiates the RTJDOUT realtime event.

Note. Competency based job descriptions are not integrated in realtime. The Integration Server does not receive the incremental changes until after the Update External System Job Descriptions program (R080025) runs. Also, the Effective Date processing option value should never contain a date that is previous to the last time the R080025 program was run. For example, if the R080025 program is run monthly, the Effective Date processing option for the current run should always be on or after the Effective Date processing option for the last run.

E1_Company_To_E_HR_Business_Unit

This incremental synchronization sends changes in company data from the JD Edwards EnterpriseOne Company Master table (F0010) to PeopleSoft Enterprise Learning Management HR Business Units table (PS_LM_BUS_UNIT_TBL).

E1_Company_To_E_GL_Business_Unit

This incremental synchronization sends changes in company data from the JD Edwards EnterpriseOne Company Master table (F0010) to the PeopleSoft Enterprise Learning Management HR Business Units table (PS_LM_BUS_UNIT_GL).

E1_Currency_Rates_To_E_Currency_Quote_Method

This incremental synchronization sends changes in currency exchange rate data from the JD Edwards EnterpriseOne Currency Exchange Rates table (F0015) to the PeopleSoft Enterprise Learning Management Currency Quotation table (CURR_QUOTE_TBL).

E1_Currency_Rates_To_E_Market_Rate_Definition

This incremental synchronization sends changes in currency rate data from the JD Edwards EnterpriseOne Currency Exchange Rates table (F0015) to the PeopleSoft Enterprise Learning Management Market Rate Definition table (RT_RATE_DEF_TBL).

E1_Currency_Rates_To_E_Market_Rates

This incremental synchronization sends changes in currency rate data from the JD Edwards EnterpriseOne Currency Exchange Rates table (F0015) to the PeopleSoft Enterprise Learning Management Market Rate table (RT_RATE_TBL).

E1_Employee_Master_To_E_Workforce

This incremental synchronization sends changes in employee data from the JD Edwards EnterpriseOne Employee Master Information table (F060116) to these PeopleSoft Enterprise Learning Management tables:

• PS_LM_PERSON

• PS_LM_PERSON_ATTRB

You must set up these code cross-references before you run this incremental synchronization:

• changereason

• shiftcode

• employmentstatus

• worktimestatus

• employeetype

• flsaexemptstatus

• jobcategory

• unioncode

Note. If an employee is added with a non-numeric pay status, the record is written to the PS_LM_PERSON record only. The PS_LM_PERSON_JOB and PS_LM_PERSON_ATTRB records are not written

See PeopleSoft 8.81 PeopleSoft Enterprise Learning Management Implementation Guide, “Managing Person and Organization Data,” Processing Staged Person and Workforce Data.

E1_Job_In_BU_To_E_Position

This incremental synchronization sends changes in business unit data from the JD Edwards EnterpriseOne Organizational Business Unit/Job Cross-Reference table (F0800601) to the PeopleSoft Enterprise Learning Management Positions (PS_LM_POSITION).

The position number that is written to the PS_LM_POSITION table is derived from a concatenation of the organizational business unit, job type, and job step from JD Edwards EnterpriseOne.

E1_Resource_Comp_To_E_Person_Comp

This incremental synchronization sends changes in competency data from the JD Edwards EnterpriseOne Resource Competency table (F05100) to these PeopleSoft Enterprise Learning Management tables:

• PS_LM_EVALS

• PS_LM_LRNR_COMP

• PS_LM_LRNR_OBJV

E1_Scale_To_E_Rating_Models

This incremental synchronization sends changes in scale data from the JD Edwards EnterpriseOne Scale Master table (F05103) or the Competency Levels table (F05119) to the PeopleSoft Enterprise Learning Management Rating Model table (PS_LM_RTNG_MDL_TBL) and Review Ratings table (PS_LM_RVW_RTNG_TBL).

You must set up the scale code cross-reference before running this incremental synchronization.

E1_To_E_Competency

This incremental synchronization sends changes in competency data from the JD Edwards EnterpriseOne Competency Master table (F05104) to the PeopleSoft Enterprise Learning Management Objectives External Source table (PS_LM_OBJV_EXT_SRC), Objectives table (PS_LM_OBJV_TBL), and Objectives Detail table (PS_LM_OBJV_DTL).

You must set up the scale code cross-reference before running this initial data load.

You must also set up Objectives in the PeopleSoft Enterprise Learning Management system before running this incremental synchronization.

See PeopleSoft 8.81 PeopleSoft Enterprise Learning Management Implementation Guide, “Setting Up Objectives.”

E1_To_E_Jobcode

This incremental synchronization sends changes in job data from the JD Edwards EnterpriseOne Job Information table (F08001) to the PeopleSoft Enterprise Learning Management Job Code table (PS_LM_JOBCODE_TBL).

E1_User_Preference_to_E_LM_User_Profile

This incremental synchronization sends changes in user preference data from the JD Edwards EnterpriseOne Library Lists - User table (F0092), User Display Preferences table (F00921), Address Book Master table (F0101), and Electronic Address table (F01151) to the PeopleSoft Enterprise Learning Management User Profile tables (PS_ROLEXLATOPR, PSROLEXLATOPRVW, PSOPRDEFN, PSOPRALIAS, PSROLEUSER, PSROLEUSER_VW, PSUSEREMAIL, and PS_LM_PERSON_OPRID).

Important! If the user preference that was added or changed in the JD Edwards EnterpriseOne system does not have a valid address book number, this incremental synchronization does not send the data to PeopleSoft Enterprise Learning Management.

You must set up the language code cross-reference before running this incremental synchronization.

You must also set up PeopleSoft Enterprise Learning Management roles in the JD Edwards EnterpriseOne system using the External System Roles program (P0805) before running this incremental synchronization. These roles are included in the data that is sent to PeopleSoft Enterprise Learning Management.

See Setting Up External System Roles in the JD Edwards EnterpriseOne System.

Note. PeopleSoft Enterprise Learning Management roles are sent from the JD Edwards EnterpriseOne system to PeopleSoft Enterprise Learning Management only when the action code within this flow is A (add). When the action code within this flow is C (change) or D (delete), roles are not sent.

Also, both users and roles are stored in the F0092 table. However, JD Edwards EnterpriseOne roles are not sent to PeopleSoft Enterprise Learning Management; only JD Edwards EnterpriseOne users are sent. If the User/Role field (UGRP) in the F0092 table contains the value *GROUP, which indicates that the record is a role, the data is not sent.

Default passwords are resent to PeopleSoft Enterprise Learning Management each time this incremental synchronization run. If a learner logs into PeopleSoft Enterprise Learning Management and changes his or her password, it is likely that the password will be reset to the default password.

After this incremental synchronization completes, you must run the encrypt.dms script in PeopleSoft Enterprise Learning Management to permit users to log into the Learning Management system. The encrypt.dms script encrypts PeopleSoft Enterprise Learning Management passwords.

See PeopleSoft Enterprise PeopleTools 8.45 Implementation Guide: Data Management, “Using PeopleSoft Data Mover,” Creating and Running PeopleSoft Data Mover Scripts.

This incremental synchronization uses both the PSFT_E1 and the PSFT_LM nodes. You must ensure that the USER_PROFILE message is active under both of these nodes.

When a JD Edwards EnterpriseOne user preference record is deleted within the JD Edwards EnterpriseOne system, the corresponding user profile records in PeopleSoft Enterprise Learning Management are locked.

Prerequisites

Before you run batch integrations in the integration server to load the master data:

• Set up UTF-8 encoding in the JD Edwards EnterpriseOne system so that the flat files that are created by the table conversion problems are encoded correctly.

  See Setting Up Unicode Flat File Encoding.

• Set up the export folder where you want the JD Edwards EnterpriseOne table conversions to create the flat files.

  See Setting Up the Export Folder for Table Conversions.

• Activate realtime events in the JD Edwards EnterpriseOne system.

  See Activating Realtime Events.

Setting Processing Options for the Update External System Job Descriptions Program (R080025)

Processing options enable you to specify the default processing for programs and reports.

Effective Date

Setting Processing Options for the Account Master Batch Load Program (R8909F0901)

Processing options enable you to specify the default processing for programs and reports.

Default

Setting Processing Options for the Business Unit Batch Load Program (R8900F0006)

Processing options enable you to specify the default processing for programs and reports.

Default

Setting Processing Options for the Batch Load Outbound Job Descriptions Program (R89F080601)

Processing options enable you to specify the default processing for programs and reports.

Select

Setting Processing Options for the Currency Exchange Batch Upload Program (R8900F0015)

Processing options enable you to specify the default processing for programs and reports.

Date

Setting Processing Options for the User Profile Batch Load Program (R89F0092B)

Processing options enable you to specify the default processing for programs and reports.

Select

Process

Setting Processing Options for the Address Book Master Batch Load (R8901F0101)

Processing options enable you to specify the default processing for programs and reports.

Default

Running Batch Integrations in the Integration Server for the Learning Management Integration

Use JD Edwards EnterpriseOne WSG Integration Server or WSG Developer to invoke the batch integrations. The initial batch loads contain services, which perform the necessary data transformations and export XML files that the PeopleSoft Enterprise Learning Management system can receive.

Important! Before you run these batch integrations, be sure to review the prerequisites listed previously in this section. The prerequisite items must be completed before you run these batch integrations.

Note. The initial batch loads for the Learning Management integration typically contain a header service, a convert service, and a trailer service. The header service initializes the PeopleSoft Enterprise Learning Management system to receive the data related to the flow. This often involves clearing PeopleSoft Enterprise Learning Management tables that are pertinent to the initial batch load. The convert service sends the data to the PeopleSoft Enterprise Learning Management system. The trailer service performs any actions required to finalize the flow. The services must be run in the order header, convert, trailer. Not all initial batch loads require running all three services.

To run the batch integrations manually, invoke these services:

See Also

webMethods Integration Server Administrator's Guide 6.1, "Managing Services,” Working with Services, Testing Services