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Connect to UltiPro

Owned by Phillip Hanegan
Last updated: Jun 07, 2023
3 min read

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.

Step 1 – 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.

Step 2 – Configure Attribute Flow

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

Step 3 – 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.

Step 4 – Enable the Account Inbox Permanent Workflow

Step 5 – Monitor Inventory

See Also

UltiPro Connector

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