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  • SuccessFactor Design_430.jpg

    SUCCESSFACTORS INTEGRATION INITIAL BASIC SETUP


    1. Hit the URL:
    http://<HOSTNAME>:<PORT>/<SERVICENAME>/livelink?func=admin.index

    2. CONFIGURE EXTERNAL SYSTEM CONNECTION:


    • Navigate to Enterprise → Enterprise Application Integration → Connections to Business Applications (External Systems)
    • Add Item → Bussiness Application
    • Provide the details same as below. Note: Business Application ID should be always ‘SuccessFactors’

    3.  TRANSPORTS SETUP


    • Navigate to Enterprise → Enterprise Application Integration → SAP SuccessFactors Integration → Configure Module Specific Settings
    • Download the transport packages by clicking on download beside Transport Packages.
    • Import those transports via tranport warehouse. First import othcm_central.zip and then  othcm_central_wstemplates.zip

    4. GLOBAL TEMPLATE CONFIGURATION


    • Navigate to Enterprise → Enterprise Application Integration → SAP SuccessFactors Integration → Global Template Configuration
    • Select sfsf:user/sfsf:candidate Business Object and SuccessFactors Template OTHCM_Employee_WS_Template_NA.

    5. CONFIGURE HR FUNCTIONAL RIGHTS

    • Select sfsf:user/sfsf:candidate Business Object and SuccessFactors Template OTHCM_Employee_WS_Template_NA.

    6. MAP ROLES IN TEMPLATE:

    • Navigate to Enterprise → Document Templates → SuccessFactor -->  Type: Business Workspace OTHCM_Employee_WS_Template_NA 
    • Context menu → Team Roles and Participants.
    • Add the roles which are configured in the HR Functional Rights and provide See and See contents permissions.
    •       Add 1. Manager
    •       Add 2. Employee Self Service
    •       Add 3. HR Role


    7 .CREATION OF USERS, Groups, Workspaces and Permissions via Schedule Job

    • Navigate to Enterprise → Enterprise Application Integration → Schedule Bots
    • Create new schedule job
    • Product Component : SAP SuccessFactors Integration
    • Scheduled Bot: User Synchronization.
    • Provide a user filter and run the job. This will create a users from SF tenent.
    • Create new schedule job
    • Product Component : SAP SuccessFactors Integration
    • Scheduled Bot: Group Synchronization.
    • Run the job. This will create a groups from SF tenent as per the roles provided in HR Functional Rights
    • Create new schedule job
    • Product Component : SAP SuccessFactors Integration
    • Scheduled Bot: Central Workspace Creation/Update
    • Provide a user filter and run the job. This will create a workspaces for the users from SF tenent.
    • Create new schedule job
    • Product Component : SAP SuccessFactors Integration
    • Scheduled Bot: Permission Synchronization.
    • Run the job. This will assign the team participants to the workspaces according the role configured at template level.


    8. VERIFICATION of User Logins.

    • Create user login passwords to the users created viz scheduled jobs from Users and Groups.
    • Try logging in with the respective user and verify whether permission are applied correctly.
    • Example:
    • Find out the HR, Employee and Manger relations of the users and verify only respective members can access their workspaces.