UltiPro
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Phillip Hanegan
Kim Landis (Unlicensed)
EmpowerID provides connectors for a wide range of user directories and resource systems. As an administrator, you can use these connectors to quickly connect EmpowerID to your organization's identity-aware systems and applications. When you do so, you create an account store for that application in the EmpowerID Identity Warehouse and use that account store to configure how you want EmpowerID to manage the identity information in that system.
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.
Prerequisites
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 API 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.
Field Position | Description | Required |
---|---|---|
1 | Last Name | Yes |
2 | Middle Name | No |
3 | First Name | Yes |
3 | First Name | Yes |
4 | Preferred First Name | No |
5 | Location | No |
6 | Phone Number | No |
7 | Email Address | No |
8 | Mobile Phone | No |
9 | Job Title | No |
10 | Department Name | No |
11 | Company | No |
12 | Manager Name | No |
13 | Manager ID | No *Required if Manager Name is provided |
14 | Employee ID | No *Must be unique for each employee |
15 | Windows Login | No |
16 | Sales ID | No |
16 | Sales ID | No |
17 | Manager Flag | Yes *Yes for manager; No for non-manager |
18 | Employee Status | Yes *Active, Terminated |
19 | Employee Type | No |
20 | Sales Force | No |
21 | Date Of Birth | No |
22 | Division | No |
23 | Business Unit | No |
24 | Department Summary | No |
25 | Hire Date | No |
Before connecting EmpowerID to an external directory, please review the Getting Started with Directory Systems topic. The topic walks you through the prerequisites you need to complete before connecting to an external directory for the first time. These prerequisites include:
- Configuring the appropriate server roles for your EmpowerID servers
- Reviewing the Join and Provision Rules for your environment
- Reviewing the Join and Provision Filters for your environment
If you have already connected EmpowerID to another external directory, you can skip these prerequisites.
To create an account store for UltiPro via the web site
- In the Navigation Sidebar, expand Admin, then Applications and Directories, and click Account Stores and Systems.
- Click the Actions tab, and then click the Create Account Store action.
- Select UltiPro from the list of system types and click Submit.
On the UltiPro Settings page that appears, enter settings to connect to your ServiceNow instance to allow EmpowerID to discover and connect to it.
- In the Name field, enter a name for the account store.
- Client Key - The Customer API Key issued by UltiPro
- User API Key - The User API Key issued by UltiPro
- Report Path - The path to the report that you created in UltiPro and exposed as a service
- Base URL - The Base URL for your UltiPro, e.g.https://service123.ultipro.com/service/
- User Name and Password - Your UltiPro credentials
- Click Submit.
- 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
- In the Navigation Sidebar, expand Admin, then Applications and Directories, and click Account Stores and Systems.
- On the Account Stores tab, search for the account store you just created and click the link to go to its details page.