Understanding Person and Organization Setup Steps
This topic lists prerequisites and provides an overview of the setup steps for learners and organizations.
Prerequisites
Before you set up learners and organizations:
Define system defaults.
Create learning environments.
Select a default learning environment on the Install Defaults page.
Setup Steps
Following is an overview of the setup steps.
Note: You can use the ELM Full Sync Integration Guided Process to initiate and monitor many of the full sync EIPs listed in these steps. For more information, see the ELM Full Sync Integration Guide Process documentation available in My Oracle Support.
Define contact method types.
Ensure that the contact methods that are used your HR application are defined in Enterprise Learning Management. If a contact method does not exist in Enterprise Learning Management, then the related phone, address, and email information will not be imported from HR.
(Optional) Define name types and learner attributes.
Name types and learner attributes are delivered as system data. You can add to these, as needed
Run the following full sync subscription EIPs to load data into Enterprise Learning Management:
SETID_INITIALIZE
COUNTRY_FULLSYNC
STATE_FULLSYNC
CURRENCY_FULLSYNC
Import, load, and configure department data:
Run the DEPT_FULLSYNC EIP to import department data into the staging table.
Run the Process FullSync Data process to validate and load the data.
Assign a learning environment to each department.
By default, departments inherit the learning environment designated by the Install Defaults component. You can change a department's default assignment on the Review Departments page. Internal learners inherit their department's learning environment when you import internal learner data.
Specify which department ID to assign to internal learners who are imported without a department.
Select the default Department ID on the Install Defaults - General page.
Note: The department is used for internal chargebacks when an employee enrolls in learning that has a cost associated with it.
Import and load company data.
Note: Company information is used to generate training plans and the 2483 report for France. Import company data if you plan to use these features.
Run the COMPANY_FULLSYNC EIP to import company data into the staging table.
Run the Process FullSync Data (LM_LD_STGDAT) process to validate and load the data.
Import and load person of interest types.
Note: Person of interest information can only be imported from PeopleSoft HCM 8.9 and above.
Run the POI_TYPE_TBL_FULLSYNC EIP to import person of interest types into the staging table.
Run the Process FullSync Data process to validate and load the data.
Run the BUS_UNIT_HR_FULLSYNC EIP to import and load business units.
Run the JOBCODE_FULLSYNC EIP to import and load job codes.
Run the POSITION_FULLSYNC EIP to import and load position data.
Import User IDs for internal learners.
A full sync EIP message is not available for USER_PROFILE. Therefore, to import User IDs for internal learners, you can use one of two methods:
Run the userexport.dms and userimport.dms Data Mover scripts, delivered in the Scripts directory. The export script exports user data from the PeopleSoft HCM system, and the import script imports the user data into Enterprise Learning Management.
Note: The Data Mover scripts are typically the faster option, but they require customization so that the scripts ignore duplicates that can cause administrator accounts to be overwritten.
Run the USER_SYNC process from the Application Engine Request page.
Run the following EIPs in the order listed to import person data for internal learners. After you run each EIP, run the Process FullSync Data process to validate the data in the staging table and load it into Enterprise Learning Management.
PERSON_BASIC_FULLSYNC
WORKFORCE_FULLSYNC
PERS_POI_FULLSYNC
Note: Person of interest information can only be imported from PeopleSoft HCM 8.9 and above.
-
(FRA) PERSON_CONTRACT_FULLSYNC
Note: Running the PERSON_CONTRACT_FULLSYNC is only necessary if you maintain contracts in your HR system. If you maintain contracts within Enterprise Learning Management, then you don't need to run this EIP. Instead, use the Contracts page of the Internal Learners component to enter any contract information.
Define profiles for customer organizations.
Use the Define Customers component to define customer profiles.
Create profiles for external learners.
Use the External Learners component to define profiles for external learners.
Set up vendor profiles. Use the Vendors component to define vendors and enter information their products, pricing, and packages.
Set up instructors profiles.
Use the Instructors component to enter the instructor costs, qualifications, teaching preferences, and other information.
(FRA) Set up financing organizations.
Use the Define Financing Organization component to set up profiles for French funding organizations.
(FRA) Define contract types.
Use the Contract Types component to define contract types for French learners.
Activate the incremental sync EIP messages.
See table loading sequence documentation on the My Oracle Support website.