Step 2: Edit Identity Manager Objects (Sun Identity Manager 8.1 Resources Reference)

Sun Identity Manager 8.1 Resources Reference

Step 2: Edit Identity Manager Objects

The Identity Manager project contains the following types of objects:

You must create these objects within the Application Designer. Each of these objects is described in detail below.

Fields

Create the following fields:

AUDIT_PROC_ORDER. Set the field type to Character and set the length to 20.
AUDIT_PROC_END. Set the field type to Character and set the length to 20.
AUDIT_PROC_DATE. Set the field type to Date

The following procedure describes how to create the AUDIT_PROC_ORDER field:

Creating the AUDIT_PROC_ORDER Field

Select File—> New...— >Field.

Select Character field type.

Set the field length to 20.

Assign the Label ID AUDIT_PROC_ORDER

Save the field by selecting File— > Save. Assign it the name AUDIT_PROC_ORDER.

Select Insert— > Current Definition to add the field to the project

Records

There are three records (two views and one table) that must be defined within the Application Designer. The following record descriptions illustrate a typical implementation. The records can be customized to the needs of the implementation by adding or changing fields.

AUDIT_EFFDT_LH View

The AUDIT_EFFDT_LH view is polled by the PeopleSoft Active Sync resource adapter. Identity Manager uses the following fields to query for events that have not yet been processed:

AUDIT_PROC_ORDER. This field must specify the Key, Search Key, List Box Item, and From Search Field keys.
AUDIT_PROC_END. This field must specify the Key, Search Key, List Box Item, and Through Search Field fields.
EMPLID and EMPL_RCD. These are required non-key properties that are used by an Identity Manager query to fetch employee data.

All other fields in the AUDIT_EFFDT_LH table are optional.

The following table describes the Use Display characteristics of the AUDIT_EFFDT_LH view:

Field Name	Type	Key	Ordr	Dir	Srch	List	Sys	Default
`AUDIT_PROC_ORDER`	Char	Key	1	Asc	Yes	Yes	No
`AUDIT_PROC_END`	Char	Key		Asc	Yes	Yes	No
`AUDIT_STAMP`	DtTm				No	No	No
`EFFDT`	Date				No	No	No	%date
`AUDIT_OPRID`	Char				No	No	No
`AUDIT_ACTN`	Char				No	No	No
`AUDIT_RECNAME`	Char				No	No	No
`EMPLID`	Char				No	No	No	”NEW’
`EMPL_RCD`	Nbr				No	No	No

Information in the last audit entry is stored in Identity Manager as a “lastProcessed” configuration object to be used (and updated) on subsequent searches of the AUDIT_EFFDT_LH view. Maintenance of the lastProcessed Configuration object by the PeopleSoft Active Sync resource adapter prevents records from being processed more than once.

The following SQL code is used to generate the AUDIT_EFFDT_LH view:

SELECT audit1.AUDIT_PROC_ORDER AS AUDIT_PROC_ORDER
,audit1.AUDIT_PROC_ORDER AS AUDIT_PROC_END
,audit1.AUDIT_STAMP AS AUDIT_STAMP
,audit1.EFFDT AS EFFDT
,audit1.AUDIT_OPRID AS AUDIT_OPRID
,audit1.AUDIT_ACTN AS AUDIT_ACTN
,audit1.AUDIT_RECNAME AS AUDIT_RECNAME
,audit1.EMPLID AS EMPLID
,CAST(audit1.EMPL_RCD AS INTEGER) AS EMPL_RCD FROM PS_AUDIT_PRS_DATA audit1
WHERE audit1.AUDIT_PROC_DATE <= %CurrentDateIn
AND NOT EXISTS (
SELECT * FROM PS_AUDIT_PRS_DATA audit2
WHERE audit2.AUDIT_PROC_DATE <= %CurrentDateIn
AND audit2.AUDIT_PROC_ORDER > audit1.AUDIT_PROC_ORDER
AND (audit2.EMPLID = audit1.EMPLID AND audit2.EMPL_RCD = audit1.EMPL_RCD) );

The final line in this SQL code sample prevents Identity Manager from seeing operations with effective dates until the effective date has arrived.

AUDIT_PRS_DATA Table

The AUDIT_PRS_DATA table must contain the following fields:

AUDIT_PROC_ORDER. This field must specify the Key, Search Key, List Box Item, and From Search field keys. In addition, this field must be set to Required so that PeopleSoft puts a non-null integrity constraint on the database column.
AUDIT_PROC_DATE. This field must specify the Alternate Search Key, List Box Item. In addition, this field must be set to Required so that PeopleSoft puts a non-null integrity constraint on the database column.
EMPLID and EMPL_RCD. These are required non-key properties that are used by an Identity Manager query to fetch employee data.

All other fields in the AUDIT_PRS_DATA table are optional.

The following table describes the Use Display characteristics of the AUDIT_PRS_DATA view:

Field Name	Type	Key	Ordr	Dir	Srch	List	Sys	Default
`AUDIT_PROC_ORDER`	Char	Key	1	Asc	Yes	Yes	No
`AUDIT_PROC_DATE`	Date	Alt		Asc	No	No	No
`AUDIT_STAMP`	DtTm				No	No	No	%date
`AUDIT_OPRID`	Char				No	No	No	”ANON’
`AUDIT_ACTN`	Char				No	No	No	”C’
`AUDIT_RECNAME`	Char				No	No	No	”ANON’
`EMPLID`	Char				No	No	No	”NEW’
`EFFDT`	Date				No	No	No	%date
`EMPL_RCD`	Nbr				No	No	No

PERS_SRCH_LH View

The PERS_SRCH_LH view must contain the EMPLID and EMPL_RCD fields, with the Key, Search Key, and List Box Item keys selected. All other fields provide the data that is synchronized with Identity Manager. It is up to the PeopleSoft Active Sync form to map this data into the Identity Manager user account.

The following table describes the Use Display characteristics of the PERS_SRCH_LH view:

Field Name	Type	Key	Ordr	Dir	Srch	List	Sys
`EMPLID`	Char	Key	1	Asc	Yes	Yes	No
`EMPL_RCD`	Nbr	Key	2	Asc	Yes	Yes	No
`NAME`	Char				No	Yes	No
`LAST_NAME_SRCH`	Char				No	Yes	No
`SETID_DEPT`	Char				No	Yes	No
`DEPTID`	Char				No	Yes	No
`ADDRESS1`	Char				No	Yes	No
`EMPL_STATUS`	Char				No	Yes	No
`FIRST_NAME`	Char				No	Yes	No
`LAST_NAME`	Char				No	Yes	No
`MIDDLE_NAME`	Char				No	Yes	No
`REPORTS_TO`	Char				No	Yes	No
`JOBCODE`	Char				No	Yes	No
`COMPANY`	Char				No	Yes	No
`NAME_INITIALS`	Char				No	Yes	No
`COUNTRY`	Char				No	Yes	No
`PHONE`	Char				No	Yes	No
`CITY`	Char				No	Yes	No
`STATE`	Char				No	Yes	No
`POSTAL`	Char				No	Yes	No

The following SQL code is used to generate the PERS_SRCH_LH view:

Note –

For your convenience, the peoplesoft/idm.zip file on the installation media contains an SQL script file named pers_srch_lh.sql that duplicates the following SQL code.

SELECT P.EMPLID
 ,A.EMPL_RCD
 ,P.NAME
 ,P.LAST_NAME_SRCH
 ,A.SETID_DEPT
 ,A.DEPTID
 ,P.ADDRESS1
 ,A.EMPL_STATUS
 ,P.FIRST_NAME
 ,P.LAST_NAME
 ,P.MIDDLE_NAME
 ,A.REPORTS_TO
 ,A.JOBCODE
 ,A.COMPANY
 ,P.NAME_INITIALS
 ,P.COUNTRY
 ,P.PHONE
 ,P.CITY
 ,P.STATE
 ,P.POSTAL
 FROM PS_Job A
 , PS_PERSONAL_DATA P
 WHERE A.EMPLID = P.EMPLID
 AND A.EffDt = (
 SELECT MAX(C.EffDt)
 FROM PS_Job C
 WHERE C.EmplID = A.EmplID
 AND C.EMPL_RCD = A.EMPL_RCD
 AND C.EffDt <= %CurrentDateIn)
 AND A.EffSeq = (
 SELECT MAX(D.EffSeq)
 FROM PS_Job D
 WHERE D.EmplID = A.EmplID
 AND D.EMPL_RCD = A.EMPL_RCD
 AND D.EffDt = A.EffDt)

The WHERE clause returns the current employee record for the given employee ID. PeopleSoft allows multiple records for a given employee, each of which has its own effective date/effective sequence. This clause returns the record whose effective date/effective sequence pair is the latest out of all those that are already effective (whose effective date has occurred).

The WHERE clause returns null for an employee whose sunrise date is in the future.

Pages

The Identity Manager project must also contain the following pages for the Component interface only:

LH_AUDIT_EFFDT
LH_EMPLOYEE_DATA

LH_AUDIT_EFFDT

The LH_AUDIT_EFFDT page contains fields defined in the AUDT_EFFDT_LH table. This page is not displayed on the PeopleSoft GUI. Therefore, the layout and ordering of the fields is not important.

The following table describes the Use Display characteristics of the LH_AUDIT_EFFDT page. All items are defined in the AUDT_EFFDT_LH record.

Label	Type	Field
Unique order to process	Edit Box	AUDIT_PROC_ORDER
EmplID	Edit Box	EMPLID
Upper bound for search	Edit Box	AUDIT_PROC_END
Empl Rcd Nbr	Edit Box	EMPL_RCD
Date and Time Stamp	Edit Box	AUDIT_STAMP
Effective Date	Edit Box	EFFDT
User ID	Edit Box	AUDIT_OPRID
Action	Drop Down List	AUDIT_ACTN
Audit Record Name	Edit Box	AUDIT_RECNAME

LH_EMPLOYEE_DATA

The LH_EMPLOYEE_DATA page is the container for the fields defined in the PERS_SRCH_LH view. All items are defined in the PERS_SRCH_LH record.

The following table describes the Use Display characteristics of the LH_EMPLOYEE_DATA page:

Label	Type	Field
EmplID	Edit Box	EMPLID
Name	Edit Box	NAME
Last Name	Edit Box	LAST_NAME_SRCH
Department SetID	Edit Box	SETID_DEPT
Department	Edit Box	DEPTID
Address Line 1	Edit Box	ADDRESS1
Personnel Status	Edit Box	PER_STATUS
Employee Status	Edit Box	EMPL_STATUS
First Name	Edit Box	FIRST_NAME
Last Name	Edit Box	LAST_NAME
Middle Name	Edit Box	MIDDLE_NAME
Reports To Position	Edit Box	REPORTS_TO
Job Code	Edit Box	JOBCODE
Company	Edit Box	COMPANY
Name Initials	Edit Box	NAME_INITIALS
Country	Edit Box	COUNTRY
Telephone	Edit Box	PHONE
City	Edit Box	CITY
State	Edit Box	STATE
Postal Code	Edit Box	POSTAL
Empl Rcd Nbr	Edit Box	EMPL_RCD

Components

Components are the bridge between pages and menus. Once you have created your pages, you must add them to one or more components to use them on menus or in business processes.

Create a separate component for the each of the following pages:

LH_AUDIT_EFFDT
LH_EMPLOYEE_DATA

The default component names are LH_AUDIT_EFFDT and LH_EMPLOYEE_COMP.

The following procedure describes how to create the LH_AUDIT_EFFDT component:

Creating the LH_AUDIT_EFFDT Component

Select File— > New...— > Component.

Select Insert— > Page Into Component.... Specify the name as LH_AUDIT_EFFDT.

Select File— > Definition/Object Properties. Then go to Use and Search Record AUDIT_EFFDT_LH

Select File— > Save and name the component LH_AUDIT_EFFDT

Component Interfaces

A component interface is a PeopleTools object that exposes a PeopleSoft component for synchronous access from another application, such as Identity Manager. Create a separate component interface for each component you created. The default names for the Component Interfaces are LH_AUDIT_EFFDT_COMP_INTF and LH_EMPLOYEE_COMP_INTF. These values can be modified on the General Active Sync Settings page of the Active Sync Wizard.

The following procedure describes how to create the LH_AUDIT_EFFDT_COMP_INTF component interface:

Creating the LH_AUDIT_EFFDT_COMP_INTF Component

Select File— > New...— > Component Interface.

Specify a source component, such as LH_AUDIT_EFFDT. When prompted, select Yes.

Select File— > Save. Specify the name LH_AUDIT_EFFDT_COMP_INTF.