4Getting Started
Getting Started
Starting
The Objective
The objective is to import one record into a Taleo product and then to export basic information from that same record back to TCC.
A new candidate will be imported into the Taleo Professional product. This example will create a candidate profile only, e.g. it will not create an application on a requisition.
Basic information regarding the candidate previously uploaded will be extracted. Various features of the export editor will be used to build powerful custom queries to extract data from the Taleo product.
The candidate has:
An e-mail address
psmith@acme.com
A first name
Paul
A last name
Smith
A curriculum vitae provided as a Microsoft Word document
psmith_cv.doc
A few work experiences
Senior Consultant at ABC International in 2011
Analyst at XYZ Inc. for the first half of 2012
All the relevant files will be created in the C:\tcc\starter folder.
Creating Starter Folder
Creating Curriculum Vitae
Open Microsoft Word or a compatible editor.
Create a new document.
Enter Curriculum Vitae Paul Smith.
Save as psmith_cv.doc in C:\tcc\starter.
Close editor.
Starting Taleo Connect Client
Importing
Creating Import Specification
The first task is to create an import specification that will describe the structure of the CSV format request file, by defining the information represented by each column.
Defining Import Specification
Saving Import Specification
Creating Candidate CSV File
Creating Import Configuration
Defining Import Configuration
Verify general tab information and correct if necessary.
In Request select Pre-defined value.
In file, click the Browse icon.
Look in: C:\tcc\starter.
Select candidate_merge.csv.
Click Open.
In Response select Generated using an identifier.
Click Monitoring tab.
Verify Enable Monitoring is checked.
In folder, click the Browse icon.
Select C:\tcc\starter.
Verify Reuse the workflow identifier as the file name is selected.
Verify Create XML monitoring files is checked.
Verify Create HTML monitoring files is checked.
Verify Create text monitoring files is checked.
Click Send tab.
Click Poll tab.
Verify Use Endpoint from the list is selected.
Verify Endpoint is same as previous.
In Quality section, verify Retry is checked.
Verify Interval (in seconds) is 10
Verify Completion attempts is checked and set to 30.
Click Retrieve tab.
Verify Use Endpoint from the list is selected.
Verify Endpoint is same as previous.
Saving Import Configuration
Select C:\tcc\starter as save in folder.
Enter candidate_merge as file name.
Select Client configuration (*_cfg.xml) for save as type.
Click Save.
Executing Import Configuration
Import configuration file candidate-merge_cfg.xml is open and selected.
Exporting
Creating Export Specification
Defining Export Specification
Saving Export Specification
Creating Export Configuration
Defining Export Configuration
Verify general tab information and correct if necessary.
In Request select Pre-defined value.
In file, click the Browse icon.
Look in: C:\tcc\starter.
Select candidate_export_sq.xml.
Click Open.
In Response select Generated using an identifier.
Click Monitoring tab.
Verify Enable Monitoring is checked.
In folder, click the Browse icon.
Select C:\tcc\starter.
Verify Reuse the workflow identifier as the file name is selected.
Verify Create XML monitoring files is checked.
Verify Create HTML monitoring files is checked.
Verify Create text monitoring files is checked.
Click Send tab.
Click Poll tab.
Verify Use Endpoint from the list is selected.
Verify Endpoint is same as previous.
In Quality section, verify Retry is checked.
Verify Interval (in seconds) is 10
Verify Completion attempts is checked and set to 30.
Click Retrieve tab.
Verify Use Endpoint from the list is selected.
Verify Endpoint is same as previous.
Saving Export Configuration
Select C:\tcc\starter as save in folder.
Enter candidate_export as file name.
Select Client configuration (*_cfg.xml) for save as type.
Click Save.
Executing Export Configuration
Export configuration file candidate_export_cfg.xml is open and selected.