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

  1. On the navbar, expand Admin > Applications and Directories and then click Account Stores and Systems.

  2. On the Account Stores page, click Create Account Store.

     

  3. Under System Types, search for UltiPro.

  4. Click UltiPro to select the type and then click Submit.

     

  5. 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

  6. When ready click Submit to create the account store.

  7. 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

  1. 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.




  2. 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

  1. From the navigation sidebar, expand Infrastructure Admin > EmpowerID Server and Settings and then click Permanent Workflows.

  2. On the Permanent Workflows page, click the Display Name link for Account Inbox.

  3. On the Permanent Workflow Details page that appears, click the pencil icon to put the workflow in edit mode.

  4. Check Enabled.

  5. Click Save to save your changes.

 

To monitor inventory

  1. 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.