3 Using the Concur Connector

You can use the Concur connector for performing reconciliation and provisioning operations after configuring it to meet your requirements.

This chapter contains the following topics:

Note:

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

• Configuring Reconciliation for the Concur Connector

• Configuring Scheduled Jobs

• Guidelines on Performing Provisioning Operations

• Performing Provisioning Operations

• Uninstalling the Connector

3.1 Configuring Reconciliation for the Concur Connector

You can configure the connector to specify the type of reconciliation and its schedule.

This section provides details on the following topics related to configuring reconciliation:

• Full Reconciliation

• Limited Reconciliation for the Concur Connector

• Reconciling Large Number of Records

• Reconciliation Scheduled Job for Concur Connector

3.1.1 Full Reconciliation

Full reconciliation involves reconciling all existing user records from the target system into Oracle Identity Manager.

After you deploy the connector, you must first perform full reconciliation. To perform a full reconciliation run, ensure that no value is specified for the Filter attribute of the scheduled job for reconciling users. If the target system contains more number of records than what it can return in a single response, then use the Flat File connector to perform full reconciliation. For more information on reconciling large number of records, see Reconciling Large Number of Records.

3.1.2 Limited Reconciliation for the Concur Connector

You can perform limited reconciliation by creating filters for the reconciliation module, and reconcile records from the target system based on a specified filter criterion.

Limited or filtered reconciliation is the process of limiting the number of records being reconciled based on a set filter criteria. By default, all target system records that are added or modified after the last reconciliation run are reconciled during the current reconciliation run. You can customize this process by specifying the subset of added or modified target system records that must be reconciled.

This connector provides a Filter Suffix attribute (a scheduled task attribute) that allows you to use any of the attributes of the target system to filter target system records. You specify a value for the Filter Suffix attribute (for example, EmployeeID) while configuring the user reconciliation scheduled job.

Note:

If the target system contains more number of records than what it can return in a single response, then use the Flat File connector to perform limited reconciliation. See Reconciling Large Number of Records for more information.

For more information on Concur filters, see information on user resources related to API Explorer on the Concur Developer Center page at https://developer.concur.com/.

3.1.3 Reconciling Large Number of Records

During a reconciliation run, if the target system contains more number of records than what it can return in a single response, you can fetch all the records into Oracle Identity Manager using the Flat File connector. The Flat File connector consumes information in a flat file, and generates connector metadata using the metadata generation utility.

To reconcile a large number of records from the target system into Oracle Identity Manager:

1. Export all users in the target system to a flat file.
2. Copy the flat file to a location that is accessible from Oracle Identity Manager.
3. Create a schema file representing the structure of the flat file. See Creating a Schema File in Oracle Identity Manager Connector Guide for Flat File for instructions on creating a schema file.
4. Install the Flat File connector. See Running the Connector Installer in Oracle Identity Manager Connector Guide for Flat File for instructions on installing the Flat File connector.
5. Configure the Flat File IT resource. See Configuring the IT Resource in Oracle Identity Manager Connector Guide for Flat File for instructions on configuring Flat File IT resource.
6. Configure and run the Flat File Accounts Loader scheduled job. See Flat File Accounts Loader and IT_RES_NAME Flat File Accounts Loader in Oracle Identity Manager Connector Guide for Flat File for instructions on configuring and running the Flat File Accounts Loader scheduled job.
   While configuring this scheduled job, ensure that you set the value of the Target IT Resource Name attribute to Concur and Target Resource Object Name to Concur User.

3.1.4 Reconciliation Scheduled Job for Concur Connector

When you run the Connector Installer, reconciliation scheduled jobs are automatically created in Oracle Identity Manager. You must configure these scheduled jobs to suit your requirements by specifying values for its attributes.

The Concur User Reconciliation scheduled job is used to reconcile user account data from the target system in the target resource (account management) mode of the connector.

Table 3-1 describes the attributes of the scheduled job.

Table 3-1 Attributes of the Concur User Reconciliation Scheduled Job

Attribute	Description
Filter Suffix	Enter the search filter for fetching user records from the target system during a reconciliation run. See Limited Reconciliation for the Concur Connector for more information.
IT Resource Name	Enter the name of the IT resource for the target system installation from which you want to reconcile user records. Default value: Concur
Object Type	This attribute holds the name of the object type for the reconciliation run. Default value: User Do not change the default value.
Resource Object Name	Name of the resource object against which reconciliation runs are performed. Default value: Concur User Do not change the default value.

3.2 Configuring Scheduled Jobs

Configure scheduled jobs to perform reconciliation runs that check for new information on your target system periodically and replicates the data in Oracle Identity Manager.

You can apply this procedure to configure the scheduled jobs for lookup field synchronization and reconciliation.

To configure a scheduled job:

1. Log in to Identity System Administration.
2. In the left pane, under System Management, click Scheduler.
3. Search for and open the scheduled job as follows:
   1. In the Search field, enter the name of the scheduled job as the search criterion. Alternatively, you can click Advanced Search and specify the search criterion.
   2. In the search results table on the left pane, click the scheduled job in the Job Name column.
4. On the Job Details tab, you can modify the parameters of the scheduled task:
   • Retries: Enter an integer value in this field. This number represents the number of times the scheduler tries to start the job before assigning the Stopped status to the job.
   • Schedule Type: Depending on the frequency at which you want the job to run, select the appropriate schedule type. See Creating Jobs in Oracle Fusion Middleware Administering Oracle Identity Manager.

   In addition to modifying the job details, you can enable or disable a job.

5. On the Job Details tab, in the Parameters region, specify values for the attributes of the scheduled task.

   Note:

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

   • See Reconciliation Scheduled Job for Concur Connector for the list of scheduled tasks and their attributes.

6. Click Apply to save the changes.

   Note:

   You can use the Scheduler Status page in Identity System Administration to either start, stop, or reinitialize the scheduler.

3.3 Guidelines on Performing Provisioning Operations

These are the guidelines that you must apply while performing provisioning operations.

• Ensure that you provision only one Concur account for an Oracle Identity Manager User.

• During the Create User provisioning operation, if you want to assign a manager for the user, you must specify the Employee ID of the user that you want to assign as a manager in the Manager field.

• While performing the Enable User, Disable User, or Reset Password provisioning operations for the first time for a Concur resource that is created in Oracle Identity Manager through a reconciliation run, ensure that values are populated for all the mandatory user fields in Oracle Identity Manager. If there are any user fields without values, then you must specify the values by performing the Update User provisioning operations.

3.4 Performing Provisioning Operations

You create a new user in Identity Self Service by using the Create User page. You provision or request for accounts on the Accounts tab of the User Details page.

To perform provisioning operations in Oracle Identity Manager:

1. Log in to Identity Self Service.
2. Create a user as follows:
   1. In Identity Self Service, click Manage. The Home tab displays the different Manage option. Click Users. The Manage Users page is displayed.
   2. From the Actions menu, select Create. Alternatively, you can click Create on the toolbar. The Create User page is displayed with input fields for user profile attributes.
   3. Enter details of the user in the Create User page.
3. On the Account tab, click Request Accounts.
4. In the Catalog page, search for and add to cart the application instance configured for the connector that you configured earlier, and then click Checkout.
5. Specify value for fields in the application form and then click Ready to Submit.
6. Click Submit.

See Also:

Creating a User in Oracle Fusion Middleware Performing Self Service Tasks with Oracle Identity Manager for details about the fields on the Create User page

3.5 Uninstalling the Connector

Uninstalling the concur connector deletes all the account related data associated with resource objects.

If you want to uninstall the connector for any reason, then run the Uninstall Connector utility. Before you run this utility, ensure that you set values for ObjectType and ObjectValues properties in the ConnectorUninstall.properties file. For example, if you want to delete resource objects, scheduled tasks, and scheduled jobs associated with the connector, then enter "ResourceObject", "ScheduleTask", "ScheduleJob" as the value of the ObjectType property and a semicolon-separated list of object values corresponding to your connector as the value of the ObjectValues property.

For example: Concur User

Note:

If you set values for the ConnectorName and Release properties along with the ObjectType and ObjectValue properties, then the deletion of objects listed in the ObjectValues property is performed by the utility and the Connector information is skipped.

For more information, see Uninstalling Connectors in Oracle Fusion Middleware Administering Oracle Identity Governance.