5 Using the Connector

You can use the SAP Concur connector for performing reconciliation and provisioning operations after configuring it to meet your requirements.

5.1 Configuring Reconciliation

You can configure the connector to specify the type of reconciliation and its schedule.

This section provides details on the following topics related to configuring reconciliation:

5.1.1 Performing Full Reconciliation

Full reconciliation involves reconciling all existing user records from the target system into Oracle Identity Governance. After you create the application, you must first perform full reconciliation

To perform a full reconciliation run, remove (delete) any value currently assigned to the Filter parameters and run one of the reconciliation jobs listed in the Reconciliation Jobs section.

5.1.2 Performing Limited Reconciliation

Limited or filtered reconciliation is the process of limiting the number of records being reconciled based on a set filter criterion.

By default, all target system records that are added or modified after the last reconciliation run are reconciled during the current reconciliation run. You can customize this process by specifying the subset of added or modified target system records that must be reconciled. You do this by creating filters for the reconciliation module.

This connector provides a Filter Suffix attribute (a scheduled task attribute) that allows you to use any of the attributes of the target system to filter target system records. You specify a value for the Filter Suffix attribute while configuring the user reconciliation scheduled job.

You can perform limited reconciliation by creating filters for the reconciliation module. The connector supports username filter

Filter Suffix value: equalTo('userName’,‘<username>’)

Example: equalto('userName',' Alex@bcone.uat')

In this example, the record corresponding to Alex is reconciled.

5.2 Configuring Reconciliation Jobs

Configure reconciliation jobs to perform reconciliation runs that check for new information on your target system periodically and replicates the data in Oracle Identity Governance.

You can apply this procedure to configure the reconciliation jobs for users and entitlements.

To configure a reconciliation job:
  1. Log in to Identity System Administration.
  2. In the left pane, under System Management, click Scheduler.

    Note:

    If you are using OIG 12cPS4 with 2022OCTBP or later version, log in to Identity Console, click Manage, under System Configuration, click Scheduler.
  3. Search for and open the scheduled job as follows:
    1. In the Search field, enter the name of the scheduled job as the search criterion. Alternatively, you can click Advanced Search and specify the search criterion.
    2. In the search results table on the left pane, click the scheduled job in the Job Name column.
  4. On the Job Details tab, you can modify the parameters of the scheduled task:
    • Retries: Enter an integer value in this field. This number represents the number of times the scheduler tries to start the job before assigning the Stopped status to the job.
    • Schedule Type: Depending on the frequency at which you want the job to run, select the appropriate schedule type. See Creating Jobs in Oracle Fusion Middleware Administering Oracle Identity Governance.

    In addition to modifying the job details, you can enable or disable a job.

  5. On the Job Details tab, in the Parameters region, specify values for the attributes of the scheduled task.

    Note:

    Values (either default or user-defined) must be assigned to all the attributes. If even a single attribute value is left empty, then reconciliation is not performed.

  6. Click Apply to save the changes.

    Note:

    You can use the Scheduler Status page in Identity System Administration to either start, stop, or reinitialize the scheduler.

5.3 Configuring Provisioning

You can configure the provisioning operation for the SAP Concur connector.

This section provides information on the following topics:

5.3.1 Guidelines on Performing Provisioning Operations

These are the guidelines that you must apply while performing provisioning operations.

Provisioning attributes required to create user account.

To create User provisioning operation, following values as required

  • User Name: The user's User Name

  • First Name: The user's First Name

  • Last Name: The user's Last Name

  • Company ID: The user's Company ID

  • Employee Number: The user's Employee Number

Attributes required to be updated in the parent form.

  • User Name: The user's Name

  • First Name: The user's First Name

  • Last Name: The user's Last Name

  • Formatted Name: The user's Formatted Name

  • Display Name: The user's Display Name

  • Nick Name: The user's Nick Name

  • Reimbursement Currency: The user's Reimbursement Currency

  • Locale: The user's Locale

  • Ledger Code: The user's Ledger Code

  • Country: The user's Country

  • Cash Advance AccountCode: The user's Cash Advance AccountCode

  • Test Employee: The user’s Test Employee

  • Employee Number: The user’s Employee Number

5.3.2 Performing Provisioning Operations

To create a new user you must provision or request for accounts in Identity Self Service.

To perform provisioning operations in Oracle Identity Governance, perform the following steps:

  1. Log in to Identity Self Service.
  2. Create a user as follows:
    1. In Identity Self Service, click Manage. The Home tab displays the different Manage option. Click Users. The Manage Users page is displayed.
    2. From the Actions menu, select Create. Alternatively, you can click Create on the toolbar. The Create User page is displayed with input fields for user profile attributes.
    3. Enter details of the user in the Create User page.
  3. On the Account tab, click Request Accounts.
  4. In the Catalog page, search for and add to cart the application instance for the connector that you configured earlier, and then click Checkout.
  5. Specify value for fields in the application form and then click Ready to Submit.
  6. Click Submit.

Note:

  • When a large number of user accounts are created simultaneously, some accounts may remain in the Provisioning state, run the Concur UpdateAccountStatus job as described in the Custom Job for SAP Concur section of Reconciliation Jobs to recover such accounts.

  • See Known Issues and Limitations of SAP Concur Connector for more details on UpdateAccountStatus job.