- Sync Work Schedules between Workday and Oracle Field Service Cloud
- Install and Configure the Recipe
3 Install and Configure the Recipe
On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.
- On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.
- Click Search
All.The list of available recipes is displayed.
- Find and select the recipe
package that you want to install, then click Install
.
A message confirms that the recipe was successfully installed, and the recipe card shows INSTALLED. - After the package is installed,
click Configure
on the recipe card.
The Configuration Editor opens, displaying all the resources of the recipe. Configure the following resources before you activate and run the recipe.
Configure the Oracle Workday Connection
- In the Configuration Editor, select the connection,
then click Edit
.
- In the Connection Properties
section, enter the following details:
Field Information to Enter Hostname Enter the Workday host name.
Tenant Name Enter the tenant name of the account created for Oracle Integration on Workday.
See Configure Workday.
- In the Security section, enter the
following details:
Field Information to Enter Security Policy Select Workday Username Token Policy. Workday Integration User Enter the user name of the account created for Oracle Integration on Workday.
See Configure Workday.
Password Enter the password of the account created for Oracle Integration on Workday.
- Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.A message confirms if your test is successful.
- Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.A message confirms if your test is successful.
- To return to the Configuration Editor,
click Back
. Click Save again if prompted.
Configure the Oracle FTP Connection
- In the Configuration Editor, select the connection,
then click Edit
.
- In the Connection Properties
section, enter the following details:
Field Information to Enter FTP Server Host Address Enter the host address of your sFTP server. . See Access Your FTP Server.
FTP Server Port Enter 22. SFTP Connection Select Yes from the list. - In the Security section, enter the
following details:
Field Information to Enter Security Policy Select FTP Server Access Policy. User Name Enter the user name to connect to your sFTP server. Password Enter the password to connect to your sFTP server. - Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.A message confirms if your test is successful.
- To return to the Configuration Editor,
click Back
. Click Save again if prompted.
Configure Oracle Field Service Cloud Connection
- In the Configuration Editor, select the connection,
then click Edit
.
- In the Connection Properties
section, enter the following details:
Field Information to Enter Field Service Cloud API URL Enter the URL of your Oracle Field Service Cloud Instance.
.Instance ID Enter the ID of your Oracle Field Service Cloud instance. For example,
ofsc-xyz.test
. - In the Security section, enter the
following details:
Field Information to Enter Security Policy Select Client Credentials. Client Id Enter the client ID obtained from your Oracle Field Service Cloud instance.
Client Secret Enter the client secret obtained from your Oracle Field Service Cloud instance.
- Click Save. If prompted, click Save again.
- Click
Test to ensure that your
connection is successfully configured. In the resulting
dialog, click Test again.A message confirms if your test is successful.
- To return to the Configuration Editor,
click Back
. Click Save again if prompted.
Configure the Lookup Table
The recipe contains the following four lookup tables with default mappings. Edit them as necessary.
- Oracle_FTP_OFS_WorkerStatus: Used to map Workday Employee Status with OFSC Resource Status.
- Oracle_FTP_OFS_WorkerType: Used to map FTP Worker Type with OFSC Resource Type.
- Oracle_Workday_OFS_RecordType: Used to map Workday Calendar with OFSC Schedule Label.
- Oracle_Workday_OFS_WorkSchedule: Used to map Workday Schedule with OFSC Schedule.