If this is the first time you have configured Performance Scorecard for use with Shared Services, you must transfer the users and user groups from Performance Scorecard.
Before performing a transfer, the following tasks must be performed:
Ensure that the Performance Scorecard Administrator exists in Shared Services, and has been assigned the security role of Provisioning Manager.
Ensure that the Performance Scorecard application has been registered and assigned to a project in Shared Services.
Ensure that all employee e-mail addresses are in a valid and correct format, such as user@domain.domain_suffix. If there is a user with an incorrect e-mail address, transfer might fail.
To transfer users and groups to Shared Services from Performance Scorecard:
From Performance Scorecard, select Administration then User Provisioning Migration.
The Shared Services Administrator For Migration page is displayed.
Enter the User ID and Password for the Administrator.
The transfer administrator must exist in Shared Services, and assigned as Provisioning Manager.
Click Perform Pre-Migration Check to verify existing data, and create database tables for the migration. As the verification progresses, appropriate status messages are displayed. A message is shown when the pre-migration progress check is complete. Click OK to dismiss the message and continue.
Click Next to display the Externalize Users page.
The page shows a list of all users in the model, their details and service provider. The Migration Action status is displayed as Migrate.
For each user that you DO NOT WANT to include in the migration, click Edit. The Migration dialog box is displayed.
From Migration Action, select Do Not Migrate for the selected user, then click Save.
This user is not included in the one-time migration. In future, if the user needs to be added to the Shared Services list, you must add the user individually.
Repeat step 9 for each user that you want to exclude from the migration.
Optional: When the list of users is complete, select the Externalize Groups tab to select the groups that you want to migrate.
The page shows a list of all groups in the model, the details and service provider. The Migration Action status is displayed as Migrate.
For each group that you DO NOT WANT to include in the migration, click Edit.
The Migration dialog box is displayed.
From Migration Action, select Do Not Migrate for the selected group, then click Save.
This group is not included in the one time migration. In future, if the group needs to be added to the Shared Services list, you must add the group individually.
Repeat step 13 for each group that you want to exclude from the migration.
When the list of groups is complete, click Next to display the Migration to Shared Services page.
A confirmation is displayed when the test migration process has been successfully completed. Click OK to dismiss the message. If a problem is indicated in the migration status messages, correct any errors and try again.
Click Migrate to begin the migration process.
The progress of the migration is indicated by the Migration status messages. A message is displayed to advise the migration has been successfully completed.
All migrated users and groups are displayed, and have the inherited Performance Scorecard attributes for their security roles.