Moving an Organization

Before you start

Taleo Connect Client is running and ready for use.

Taleo application is available for integration.

Here's what to do

1. From TCC open New Import Wizard File>New>New Import Wizard.

   The New Import Wizard opens.

2. In Product, Select SmartOrg [Version] from pull down menu.
   1. Click on Organization.
   2. Select Use the following import template.
   3. In Template pull down menu, select Basic Organization move.
   4. Click on Finish.

   A New Import editor opens.

3. Verify that the information in the General tab is correct.
   1. Header present is selected.
   2. Value delimiter is comma.
   3. Quotation character is double quotes.
4. In Advanced: Other import options click the Browse icon.
   1. Integration Processor is selected.
   2. olf is specified in dialog box.
   3. In Additional import options, switch.system.maintenance parameter is set to always.
   4. Click OK.
5. Click on Columns tab.
6. Select each column and verify Column information and Behavior.

   The move operation requires two parameters, the organization to move and the new parent organization. The parameters are selected from the Parameter pull down menu in the Entity view.

7. Save as organization-move_ld.xml in organization-move folder.
8. Click Generate a sample csv file.

   The sample csv file opens in the default editor.

9. Enter the following data in the csv file.

   The first line is the file header. The second line is the first line of data.

   "OrganizationCode","NewParentCode" 
   CANSAL0,NMSAL1 
   USASAL0,NMSAL1 
   MEXSAL0,NMSAL1

10. Save file as organization-move.csv in organization-move folder.
11. From TCC open New Configuration WizardFile>New>New Configuration Wizard.

    The New Configuration Wizard opens.

12. Select Based on an import specification.
    1. Click the Browse icon.

       A Select folder window opens.

    2. Navigate to organization-move folder.
    3. Select organization-move_ld.xml.
    4. Click on Open.
    5. Click on Next.
    6. Select Endpoint.
    7. Click on Finish.

    A New Configuration editor opens.

13. In General tab, under Request, select Pre-defined value
    1. Click the Browse icon.

       A Select file window opens.

    2. Navigate to organization-move folder.
    3. Select organization-move.csv.
    4. Click on Open.

    The file path and name are displayed in the dialog box

14. In General tab, under Response, select Generated using an identifier
    1. Click the Browse icon.

       A Select folder window opens.

    2. Navigate to organization-move folder.
    3. Click on OK.

       The file path is displayed in the dialog box

    4. Click the Browse icon.

       A Choose Identifier window opens.

    5. In the Template dialog box enter [FILE]-[NOW]
    6. Click OK.

       [FILE]-[NOW] is displayed in the dialog box

15. Save as organization-move_cfg.xml in organization-move folder.
16. Click the Execute the configuration icon and wait for the workflow to complete the import.
17. Open organization-move folder.
18. Open CSV result file organization-move-yyyyMMddTHHmmss.csv in a csv editor or notepad

    The following results are displayed.

    "Index","Identifier","Status","TransactionType","Result","Message" 
    "1","","success","organization.move",,"" 
    "2","","success","organization.move",,"" 
    "3","","success","organization.move",,""