Workforce Fullsync Crm 8.9 to Hrms 8.9

Created by: Sachin KordeFor: Oracle | PeopleSoft GSC CRMLast Revised: February 22nd, 2008.

Workforce FullSync Integration between HRMS 8.9 /PT 8.48.06 & CRM 8.9/PT 8.48.06.

Topics:Pre-RequisitesMessages / Versions Used for WorkForce Full sync EIPSet Up StepsTesting of setup (HRMS and CRM)Interface to HRMS and CRMBase Tables (HRMS)Base Tables (CRM)

Pre-Requisites:Version: HRMS 8.9 /PT 8.48.06 to CRM 8.9/PT 8.48.06This document assumes that the Gateways for both HRMS and CRM have been setup and at a minimum the user can “PING” both the local and remote nodes

Messages / Versions Used for Location Fullsync EIP:

Message HRMS Message Version CRM Message VersionWORKFORCE_FULLSYNC Version_2 Version_1

SetupHRMS Side:1.Home>PeopleTools>Portal>Structure and Content a) Click on Enterprise Components link b) Click Edit link for EI Repository c) Uncheck Hide from Portal Navigation box, click Save

2. People Tools/Integration Broker/ Integration Setup/Nodes.1. Click Ping node for the H890GXIP Node.

3. Result should be success

.4. Ping node: C890GXIP

5. Result should be success

CRM Side:

People Tools/Integration Broker/ Integration Setup/Nodes.6. Ping node: C890GXIP

7. Result should be Success.

8. Ping node: H890GXIP

9. Result should success

HRMS Side:

10. Enterprise Component/ EI Repository/ Message PropertiesActive the WORKFORCE_FULLSYNC message.

11. People Tools/Integration Broker/ Integration Setup/QueuesSelect Queue PERSON_DATA set Queue Status as Run and save.

12. People Tools/Integration Broker/ Integration Setup/MessagesCheck the message WORKFORCE_FULLSYNC and Version as VERSION_2 and VERSION_1.

13. People Tools/Integration Broker/ Integration Setup/Service.Search for WORKFORCE_FULLSYNC

14. Click on WORKFORCE_FULLSYNC.VERSION_2 link at bottom.

Default and Active check box should be selected.

14 . A.) Set Version_1 of WORKFORCE_FULLSYNC to Active

15. Click on Service Operation Security link.Give “Full Access” to Permission list PTPT1000.

16. Navigate to Handlers tab. Set status as Active for WorkforceFullSync handler.

17. Navigate to Routing tab and add new Routing

18. Add sender node H890GXIP and receiver node as C890GXIP19. Navigate to Parameters Tab. Transform Version 2 to Version 1

CRM Side

20. People Tools/ Portal/ Structure and Content/ click on Enterprise Component

21. Click on Edit Link of EI Repository

22. Uncheck “Hide from Portal Navigation”

23. Enterprise Component/ EI Repository/ Message PropertiesActive the WORKFORCE_FULLSYNC message.

24. People Tools/Integration Broker/ Integration Setup/QueuesSelect Queue Status as Run for PERSON_DATA queue

25. People Tools/ Integration Broker/ Integration Setup/Messages.Search for WORKFORCE_FULLSYNC

26. People Tools/ Integration Broker/ Integration Setup/ Service open WORKFORCE_FULLSYNC

27. Click on WORKFORCE_FULLSYNC.VERSION.1 Link.

28. Default and Active Check box should be selected. Save service operation.29. Open “Service Operation security” Set full access to ALLPAGES.

30. Navigate to Handlers Tabs and Activate the handler.

30. A: Click on Details hyperlink.

31. Now Navigate to Routing tab and add new routing

32. Add Sender node as H890GXIP and Receiver node as C890GXIP. Check the Active check box for the routing.

33. Navigate to Parameters tab.

HRMS Side

34. Enterprise Component/ Integration Definition/ Full Data Publish Rules.Search for WORKFORCE_FULLSYNC. Set status as Active.

35. Enterprise Component/ Integration Definition/ Integration Process/Full Data Publish

Add new Run Control. Request ID= PS, Process Frequency=Always, Message Name=WORKFORCE_FULLSYNC

36. Click on Run Button

Select Full Table Data Publish click on Ok button.

Click ok. Check in Process Scheduler that the process is completed and the messages are published.

37. Click on Process Monitor link. Refresh until Run Status= Success and Distribution Status=Posted.

38. Navigate to People Tools/ Integration Broker/ Service Operation Monitor/ Monitoring/ Asynchronous Services.

Status of WORKFORCE_FULLSYNC message should be Done.

39. Navigate to Publication Contracts tab to check status of WORKFORCE_FULLSYNC It should be Done.

Click on the Details url to view the message details.

CRM Side:

40. Navigate to People Tools/ Integration Broker/ Service Operation Monitor/ Monitoring/ Asynchronous Services.

41. Navigate to Subscription Contracts tab. Status should show as done.

Click on Details link to view the message.

42. On CRM, Navigate to Setup Workforce> Search Worker. Check that all the worker have come to CRM from HRMS. On HRMS side Navigate to Set up Main Menu > Workforce Administration > Job Data to view the workers job data.

43. Now log to Database and run the query in HRMS and in CRM. Both should return the same result of count. You can also check for the data.

HRMS: select count (*) from PS_PER_ORG_ASGN;CRM: select count (*) from PS_JOB;

Base Table of HRMS: PS_PER_ORG_ASGN.Base Table of CRM: PS_JOB, PS_RB_WORKER