Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Connecting to Ultipro

Insert excerpt
Connecting to Amazon Web ServicesConnecting to
Amazon Web Services
nopaneltrue

The EmpowerID UltiPro connector allows organizations to bring the user data in their UltiPro system to EmpowerID, where it can be managed and synchronized with data in any connected back-end user directories. This topic demonstrates how to create the connector in EmpowerID.


Info
titlePrerequisites

In order to connect EmpowerID to UltiPro, you must have an UltiPro account that is configured to interface with external systems. This means that you must have the following information (provided by UltiPro):

  • Username
  • Password
  • User Access API KeyClient Access Key
  • Customer API Key
  • Base URL

These values are used to authenticate EmpowerID to UltiPro. In addition, you must create a report as a Web service that specifies the fields you want to expose and then provide EmpowerID with the path to that service.

Additionally, you will need to create a report in UltiPro and expose it as a service. The report needs to have the below fields. Fields designated as required indicate that a value must be provided.


Div
stylebackground: #ffffff;


Field PositionDescriptionRequired
1Last NameYes
2Middle NameNo
3First NameYes
3First NameYes
4Preferred First NameNo
5LocationNo
6Phone NumberNo
7Email AddressNo
8Mobile PhoneNo
9Job TitleNo
10Department NameNo
11CompanyNo
12Manager NameNo
13Manager IDNo *Required if Manager Name is provided
14Employee ID
No
No *Must be unique for each employee
15Windows LoginNo
16Sales IDNo
16Sales IDNo
17Manager FlagYes *Yes for manager; No for non-manager
18Employee StatusYes *Active, Terminated
19Employee TypeNo
20Sales ForceNo
21Date Of BirthNo
22DivisionNo
23Business UnitNo
24Department SummaryNo
25Hire DateNo





Insert excerpt
Connecting to Google AppsConnecting to
Google Apps
nopaneltrue

To

connect EmpowerID to Ultipro
  • Log in to the EmpowerID Management Console as an administrator.
  • Click the application icon and select Configuration Manager from the menu.
  • In Configuration Manager, select the Account Stores node and then click the Add New button above the grid.
    Image Removed
    In the Add New Security Boundary window that opens, select the UltiPro Security Boundary type from the drop-down list and then click OK
    Image Removed
     In the Account Store Details window that appears, do the following:
  • Type a name for the connector in the Name field.  
  • Type the Client Access Key in the Client Key field.
  • Type the User Access Key in the User Key field.
  • Type the path to the report in the ReportPath field.
  • Click Save.
  • Enter your UltiPro credentials in the UltiPro Credentials window and then click OK to close the window.
  • Click the Resource Systems node and locate the UltiPro resource system that EmpowerID created for the account store.
  • Double-click the record or right-click it and select Edit from the context menu.
    This opens the Account Store Details for the Ultipro account store. The use of this screen is discussed in the next section.
    Image Removed

    To configure EmpowerID settings for the account store

    The Account Store Details screen contains two main panes—a General pane and an Inventory pane—each with settings for configuring a different aspect of the Ultipro account store you just created. To view reference information about a particular pane, expand the drop-down for that pane.

    From the General pane of the Account Store Details screen, do the following:
  • Optionally, click the Edit Image Removed button to the right of Business Role Priority and specify the priority for the account store when determining the Business Role of the people.
  • Click the Edit Image Removed button to the right of Maximum Accounts Per Person and specify the maximum number of accounts from the domain that a Person can have linked to them. Setting this

    create an account store for UltiPro via the web site

    1. In the Navigation Sidebar, expand Admin, then Applications and Directories, and click Account Stores and Systems.
    2. Click the Actions tab, and then click the Create Account Store action.

      Image Added

    3. Select UltiPro from the list of system types and click Submit.

      Image Added

    4. On the UltiPro Settings page that appears, enter settings to connect to your ServiceNow instance to allow EmpowerID to discover and connect to it.

      Image Added

      1. In the Name field, enter a name for the account store.
      2. Client Key - The Customer API Key issued by UltiPro
      3. User API Key - The User API Key issued by UltiPro
      4. Report Path - The path to the report that you created in UltiPro and exposed as a service
      5. Base URL - The Base URL for your UltiPro, e.g.https://service123.ultipro.com/service/
      6. User Name and Password - Your UltiPro credentials
      7. Click Submit.

    5. The Account Store and associated Resource System are created and appear in both the web application and in the Management Console.

    To edit account store settings on the web

    1. In the Navigation Sidebar, expand Admin, then Applications and Directories, and click Account Stores and Systems.
    2. On the Account Stores tab, search for the account store you just created and click the link to go to its details page.

      Image Added

    3. On the Account Store Details page, click the Edit button or the name of the account store.

      Image Added

    4. In the edit view of the page, you can edit values in any of the enabled fields. In the General section, these are:
      • Display Name – Edit the name of the account store as it appears in the list of account stores.
      • Proxy Connection Account – Change the instance, user name, and password for the ServiceNow connection.
      • Account Store Proxy Shared Credential – Click in this box and press Enter to see a list of shared credentials in your system to use for the proxy connection.
      • Password Manager Policy – Select a password manager policy to use for the account. If not selected, it uses the Default Password Manager Policy.
      • Application ID – If the account store is a one-to-one match with a Tracking Only application, enter the Application Resource GUID of the application. (This value is supplied automatically if you select the Create a New Account Directory option when creating a Tracking Only application.)
      • Tenant ID – Enter the Tenant ID, if supplied by the connection account. (AWS uses this.)
      • Use Secure Binding – Toggle to bind accounts with encryption.
      • Show in Tree – Toggle to show the account store in the Locations tree.
      • Default User Creation Path  – Select a location in which to create users if none is specified.
      • Default Group Creation Path – Select a location in which to create groups if none is specified.
      • EmpowerID Group Creation Path – Select a location in which to create EmpowerID groups if none is specified.
      • Max Accounts per Person – Enter the maximum number of user accounts from this domain that an EmpowerID Person can have linked to them. This prevents the possibility of a runaway error caused by a wrongly configured Join rule. We recommended setting this value to 1 unless users commonly have multiple accounts and you want them to be joined to the same person.

        Image Added

    5. In the Features section, you can select any of these values:
      • Use for Authentication – 
      • Allow Search for User Name in Authentication – 
      • Allow Password Sync – Toggle to allow EmpowerID to sync password changes discovered during inventory.
      • Queue Password Changes – Toggle to have EmpowerID send password changes to the Account Password Reset Inbox for batch processing.
      • Queue Password Changes on Failure – Toggle to have EmpowerID send password changes to the Account Password Reset Inbox only when the change fails.
      • Allow Account Creation on Membership Request – Toggle
    Allow Person Provisioning to reflect your policy for the account store (red sphere for disable and green checkbox for enable). If enabled, EmpowerID provisions a Person object for each user discovered in the account store.Toggle Enable Attribute Flow to reflect your policy for the account store (red sphere for disable and green checkbox for enable). When enabled, changes occurring to user attributes in the account store will occur in EmpowerID and vice-versa depending on how you have set up your attribute flow rules. The default flow for most user attributes for active directory is bi-directional. You can change these as needed.
  • From the Inventory pane of the Account Store Details screen, do the following:
  • Insert excerptConnecting to Microsoft Dynamics AXConnecting to
      • to allow users without accounts to request group membership and automatically have an account created.
      • Batch Calls – 
      • Allow Attribute Flow – Toggle to allow attribute changes to flow between EmpowerID and the account store.
      • Allow Person Provisioning – Toggle to allow EmpowerID to create Person objects from the user records discovered during inventory.
      • Allow Provisioning – Toggle to allow EmpowerID to create new Groups in ServiceNow from requests discovered during inventory.
      • Allow Deprovisioning – Toggle to allow EmpowerID to delete Groups in ServiceNow based on requests discovered during inventory.
      • Automatic Person Join – Toggle to allow EmpowerID to join newly discovered accounts to people during the inventory process if they meet the Join Rule as specified by the Custom_Account_InventoryInboxJoinBulk SQL stored procedure.
      • Automatic Person Provision – Toggle to allow EmpowerID to provision EmpowerID people for new accounts discovered during the inventory process if they meet the Provision Rule specified by theCustom_Account_InventoryInboxGetAccountsToProvision SQL stored procedure.
      • Default Provision Business Role – Set a default Business Role to assign people if none is specified.
      • Default Provision Location – Set a default Location to assign people if none is specified.
      • Allow Business Role and Location Re-Evaluation – Toggle if you have multiple account stores to manage and want to specify a priority for each.
      • Business Role and Location Re-Evaluation Order – Enter a number to specify the priority of the account store for determining the Business Roles and Locations to assign to a Person. Account Stores with a higher value take precedence.
      • Recertify All Group Changes – Toggle to allow EmpowerID to generate recertification review tasks for all changes in ServiceNow Groups.

        Image Added

    1. When you have finished editing, click Save.

    Insert excerpt
    Microsoft Dynamics AX
    Microsoft Dynamics AX
    nopaneltrue





    Div
    stylefloat: left; position: fixed; top: 70px; padding: 5px;
    idtoc
    classtopicTOC


    Div
    stylemargin-left: 40px; margin-bottom: 40px;

    Live Search
    spaceKeyE2D
    placeholderSearch the documentation
    typepage


    Div
    stylefont-size: 1rem; margin-bottom: -60px; margin-left: 40px;text-transform: uppercase;

    In this article



    Table of Contents
    stylenone