Connecting to UltiPro

EmpowerID UltiPro connector allows organizations to bring the user and group data in their UltiPro system to EmpowerID, where it can be managed and synchronized with data in any connected back-end user directories. Once connected, you can manage this data from EmpowerID in the following ways:

Account Management
- Inventory user accounts
- Create, Update and Delete user accounts
- Enable and Disable user accounts
Group Management
- Inventory groups
- Inventory group memberships
- Create and Delete groups
- Add and Remove members to and from groups
Attribute Flow
Users in UltiPro are inventoried as accounts in EmpowerID. The below table shows the attribute mappings of UltiPro user attributes to EmpowerID Person attributes.

UltiPro Attribute	Corresponding EmpowerID Attribute	Description

UltiPro Attribute	Corresponding EmpowerID Attribute	Description
EmployeeID	EmployeeID	Employee ID assigned to a user
EmployeeType	EmployeeType	Employee Type of a user
EmployeeStatus	Status	Employee Status of a user
JobCode	JobCode	Employee job code
FirstName	FirstName	First Name of a user
PreferredFirstName	PreferredFirstName	Preferred First Name of a user
LastName	LastName	Last Name of a user
MiddleName	MiddleName	Middle Name of a user
Email	Email	Email address of a user
WorkPhone	Telephone	Main work telephone number of a user
HomePhone	HomeTelephone	Main home telephone number of a user
JobTitle	Title	Job title of a user
DateOfBirth	DateOfBirth	Birth date of a user
Department	Department	Department in which a user works
DepartmentNumber	DepartmentNumber	Department Number where a user works
Company	Company	Company where a user works
Division	Division	Organizational division where a user works
Location	Location	Location of user
Manager	ManagerPersonID	Employee ID of user’s manager

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 (provided by UltiPro):

Username
Password
User Access Key
Client Access Key

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 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

Field Position	Description	Required
1	Last Name	Yes
2	Middle Name	No
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

To create an UltiPro account store in EmpowerID

On the navbar, expand Admin > Applications and Directories and then click Account Stores and Systems.
On the Account Stores page, click Create Account Store.
Under System Types, search for UltiPro.
Click UltiPro to select the type and then click Submit.
On the UltiPro Settings page that appears, fill in the following information:
1. Name — 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 system, e.g. https://service123.ultipro.com/service/
6. User Name and Password — Your UltiPro credentials
When ready click Submit to create the account store.
EmpowerID creates the account store and the associated resource system. The next step is to configure attribute flow between the account store and EmpowerID.

Now that the attribute flow has been set, the next steps include configuring the account store and enabling EmpowerID to inventory it.

To configure account store settings

On the Account Store and Resource System page, click the Account Store tab and then click the pencil icon to put the account store in edit mode.

This opens the edit page for the account store. This page allows you to specify the account proxy used to connect EmpowerID to your UltiPro account as well as how you want EmpowerID to handle the user information it discovers in UltiPro during inventory. Settings that can be edited are described in the table below the image.
Edit the account store as needed and then click Save to save your changes.

Next, enable the Account Inbox permanent workflow to allow the Account Inbox to provision or join the user accounts in Ultipro to EmpowerID Persons as demonstrated below.

EmpowerID recommends using the Account Inbox for provisioning and joining.

To enable the Account Inbox Permanent Workflow

From the navigation sidebar, expand Infrastructure Admin > EmpowerID Server and Settings and then click Permanent Workflows.
On the Permanent Workflows page, click the Display Name link for Account Inbox.
On the Permanent Workflow Details page that appears, click the pencil icon to put the workflow in edit mode.
Check Enabled.
Click Save to save your changes.

To monitor inventory

From the navigation sidebar, expand System Logs > Policy Inbox Logs and click Account Inbox.
The Account Inbox page appears. This page provides tabbed views of all information related to processing new user accounts discovered in a connected account store during inventory. An explanation of these tabs follows.
- Dashboard — This tab provides a quick summary of account inbox activity.
- Not Processed — This tab displays a grid view of all inventoried user accounts not yet used to provision a new EmpowerID Person or joined to an existing Person. Any accounts that fail to meet the Join and Provision rules are displayed here as well.
- Failed — This tab displays a grid view of any account joining or provisioning failures.
- Ignored — This tab displays a grid view of all accounts ignored by the account inbox. Accounts are ignored if they do not qualify as user accounts.
- Joined — This tab displays a grid view of all accounts joined to an EmpowerID Person. Joins occur based on the Join rules applied to the account store.
- Processed — This tab displays a grid view of all accounts that have been used to either provision a new EmpowerID Person or joined to an existing EmpowerID Person.
- Provisioned — This tab displays a grid view of all accounts that have been used to provision an EmpowerID Person. Provisioning occurs based on the Provision rules applied to the account store.
- Orphans — This tab displays a grid view of all user accounts without an EmpowerID Person.
- All — This tab displays a grid view of all user accounts and the status of those accounts in relation to the Account Inbox.

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