Updating an Organization

Updating organisation multilingual fields with the specific locale method.

Before you start

Taleo Connect Client is running and ready for use.

Taleo application is available for integration.

Taleo application has more than one active language.

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 update.
   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 Browser button.
   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 Organisation: name.
   1. In Column information select Header and enter Name (en) in dialog box.
   2. In Behavior select Skip column if value is empty.
   3. Expand Multilingual fields.
   4. In locale type select Specific locale from pull down menu.
   5. In locale select english from pull down menu.
7. Drag and drop Name from Entity view.
   1. Select Organisation: name.
   2. Click Up button to move it above DisplaySequence and below Name (en).
   1. In Column information select Header and enter Nom (fr) in dialog box.
   2. In Behavior select Skip column if value is empty.
   3. In Multilingual fields, Locale type select Specific locale from pull down menu.
   4. In Multilingual fields, Locale select french from pull down menu.
8. Drag and drop Name from Entity view.
   1. Select Organisation: name.
   2. Click Up button to move it above DisplaySequence and below Nom (fr).
   3. In Column information select Header and enter Nombre (es) in dialog box.
   4. In Behavior select Skip column if value is empty.
   5. In Multilingual fields, Locale type select Specific locale from pull down menu.
   6. In Multilingual fields, Locale select spanish from pull down menu.
9. Save as organization-update_ld.xml in organization-update folder.
10. Click Generate a sample csv file.

    The sample csv file opens in the default editor.

11. Enter the following data in the csv file.

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

    Code,CustomerID,Name (en),Nom (fr),Nombre (es),DisplaySequence 
    CPCORP0,CORP-CONPROD,Corporate Headquarters,Siège social,Domicilio social,1 
    CPRD0,RD-CONPROD,Research & Development,Recherche et développement,Investigatiión y desarrollo,300 
    CPHR0,HR-CONPROD,Human Ressources,Ressources humaines,Recursos humanas,500 
    CPPRD0,PROD-CONPROD,Production,Production,Producción,400 
    CPFIN0,FINANCE-CONPROD,Finance,Finance,Finanzas,200 
    CPSAL0,SALES-CONPROD,Sales,Ventes,Ventas,100 
    CANSAL0,SALES-CAN,Canada,Canada,Canada,130 
    USASAL0,SALES-USA,United States of America,États Unis d'Amérique,Estados Unidos de América,110 
    MEXSAL0,SALES-MEX,Mexico,Mexique,Mexico,120 
    CANSAL1,SALES-MAR,Maritimes,Maritimes,Marítimos,131 
    CANSAL2,SALES-QC,Quebec,Québec,Quebec,132 
    CANSAL3,SALES-ON,Ontario,Ontario,Ontario,133 
    CANSAL4,SALES-PRA,Prairies,Prairies,Praderas,134 
    CANSAL5,SALES-BC,British Columbia,Colombie Britannique,Colombia Británica,135 
    USASAL1,SALES-NE,New England,Nouvelle Angleterre,Nueva Inglaterra,111 
    USASAL2,SALES-MA,Mid-Atlantic,Atlantique centre,Atlántico central,112 
    USASAL3,SALES-SE,Southeast,Sud-est,Sudeste,113 
    USASAL4,SALES-CGL,Central Great Lakes,Grands lacs central,Gran lagos central,114 
    USASAL5,SALES-SGC,South / Gulf Coast,Sud / Côte du golfe,Sur / Costa del golfo,116 
    USASAL6,SALES-MW,Midwest,Midwest,Midwest,115 
    USASAL7,SALES-WM,Western Mountains,Montagnes de l'ouest,Montañas del oeste,117 
    USASAL8,SALES-CA,California,Californie,California,118 
    MEXSAL1,SALES-BA,Baja California,Baja California,Baja California,125 
    MEXSAL2,SALES-NM,Northern Mexico,Mexique du Nord,Mexico del norte,125 
    MEXSAL3,SALES-TB,The Bajio,Le Bajio,El Bajío,124 
    MEXSAL4,SALES-CM,Central Mexico,Mexique central,Mexico central,121 
    MEXSAL5,SALES-PC,Pacific Coast,Côte du Pacifique,Costa del Pacífico,123 
    MEXSAL6,SALES-YP,Yucatan Peninsula,Péninsule du Yucatan,Península del Yucatan,122

12. Save file as organization-update.csv in organization-update folder.
13. From TCC open New Configuration WizardFile>New>New Configuration Wizard.

    The New Configuration Wizard opens.

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

       A Select folder window opens.

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

    A New Configuration editor opens.

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

       A Select file window opens.

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

    The file path and name are displayed in the dialog box.

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

       A Select folder window opens.

    2. Navigate to organization-update 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.

17. Save as organization-update_cfg.xml in organization-export folder.
18. Click the Execute the configuration icon and wait for the workflow to complete the import.
19. Open organization-update folder.
20. Open CSV result file organization-update-yyyyMMddTHHmmss.csv in a csv editor or notepad.

    The following results are displayed.

    "Index","Identifier","Status","TransactionType","Result","Message" 
    "1","","success","organization.update",,"" 
    "2","","success","organization.update",,"" 
    "3","","success","organization.update",,"" 
    ... 
    "26","","success","organization.update",,"" 
    "27","","success","organization.update",,"" 
    "28","","success","organization.update",,""