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PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

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Page 1: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

PeopleSoft Directory Interface for HRMS

prepared for

USM Regional PeopleSoft Conference

June 10, 2005

Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Page 2: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Agenda

• LDAP Overview

• PeopleSoft Directory Interface Overview• Delivered Templates• Configuring Directory Interface• Where to Get More Information• Lessons Learned / Your Feedback

Page 3: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

LDAP Overview

Page 4: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

What is LDAP?

• Lightweight Directory Access Protocol• Standard protocol for reading from and writing to

directories• Common language that LDAP clients and servers

use to communicate with each other• Accesses directory information usually organized

in a tree-like structure

Page 5: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

What are the Benefits?

• Hierarchical and specialized Database• Scalable, Flexible, Extensible• Efficient Means of Organizing/Retrieving Information

• High Query (Read) Performance• Poor Update (Write) Performance

• LDAP should eventually make it possible for any application running on virtually any computer platform to obtain directory information, such as email addresses and public keys.

cn = Joh n W o o k ey

o u = D e ve lo p m e nt

cn = L a rry E llison

o u = M a n ag e m e nt

cn = D a ve H a re

o u =S u pp o rt

d c = O ra c le

Page 6: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

LDAP Distinguished Names

Dn: uid=jsmith,ou=Tools,c=US,dc=oracle,dc=com

dc=oracledc=com

c=US c=FRA

ou=HRMSou=HRMSou=Tools

uid=jsmith

Page 7: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Directory Interface: Overview

Page 8: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

What is Directory Interface?

PeopleSoftPeopleSoftDatabaseDatabase

PeopleSoftPeopleSoftDatabaseDatabase DirectoryDirectoryDirectoryDirectory

Directory InterfaceDirectory InterfaceDirectory InterfaceDirectory Interface

Page 9: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Features and Benefits

• Flexible• Compliant w/any LDAPv3-Compliant Directory Server• Supports flat and hierarchical schemas• Real-time or batch updates to map data• Effective-dated

• Centralized Information• Eliminate managing data in multiple locations• Enable single sign-on to enterprise applications• Audit data integrity b/w HCM and Directory Server

• Lower Cost, Standards-based Security• Control access to PeopleSoft using LDAP• Reduce security maintenance costs

Page 10: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Directory Interface Components

• Mapping Data and Templates• Optional directory schema extensions • Integration Tools

• Fields, Records, PeopleCode, Application Messages,Business Interlinks

• Audit reports • Signon PeopleCode for Directory Server

Authentication.

Page 11: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Process Flow of an Update

4. App. Msg. Subscription

Process Invoked

<xml>http/html<

xm

l>L

DA

P

5. LDAP Business Interlink writes

data to Directory, using Map Defns.

HRMS to Directory Maps

2. Business Event Triggered

Application Server

1. HR Transaction

New Hire Data

3. App. Msg Published to

Queue (if current)

App. Message Queue

Page 12: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Directory Interface feature• The PDI Features (cont’d):

• A “Massive” Directory Tree Re-organization:

dc=oracledc=com

c=US c=FRA

ou=HRMSou=HRMSou=Tools

uid=jsmith

dc=oracledc=com

c=US c=FRA

ou=HRMSou=HRMS

ou=Tools

uid=jsmith

BEFORE AFTER

Page 13: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Supported LDAP Servers

• LDAPv3-compliant Directory Servers:• Novell NDS eDirectory using any Novell

supported O/S • Sun ONE Directory Server and higher using any

Sun ONE supported O/S• Microsoft Active Directory on Windows 2000

Server

Page 14: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Directory Interface: Delivered Templates

Page 15: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

• With 8.9, the goal was to adapt the Directory Interface to the new HCM Person Model and to consolidate HCM and Student Admin specific maps into one generic one.

Page 16: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Delivered Templates (8.9)

Directory Entry Map Name Business Process

CS_ADVISOR_INSTR Create a new Instructor

CS_APPLICANT Create a new Applicant

CS_PERSON Add a new Person ID

CS_STUDENT Create a Student

HR_DEPARTMENT Create a new Department

HR_LOCATION Create a new Location

HR_PERSON Add a new Person

Page 17: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Delivered HR Mappings

dc=oracledc=com

c=US c=FRA

ou=HRMSou=HRMSou=Tools

uid=jsmith

Location Map

Department Map

Person Map

Page 18: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Schema Extensions (8.9)

Type Name

Object Class psftLsStudent

Object Class psftLsCrPerson

Object Class psftLsPerson

Type Name

Attribute Type psftInstitution

Attribute Type psftPurposeCd

Attribute Type psftStaffID

Attribute Type psftCnstType

Attribute Type psftCareer

Attribute Type psftProgram

Attribute Type psftPlan

Attribute Type psftAdmitTerm

Attribute Type psftInstrType

Attribute Type psftProgStatus

Page 19: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Configuring Directory Interface

Page 20: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

1. Install Directory Interface

Page 21: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

2. Configure the Directory

Page 22: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

3. Cache the Schema

Page 23: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

4. Create Authentication Maps and User Profile Maps

Page 24: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

5. Create Sign-on PeopleCode

• Create Default User• Edit configuration.properties• Write Sign-on PeopleCode

Page 25: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

6. Set Up Directory Mappings

Page 26: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

7. Define Roles and Memberships

Page 27: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

8. Activate Message Channel

Page 28: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

9. Define Node

Page 29: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

10. Define/Activate Transactions

Page 30: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

11. Load PS Data into Directory

Page 31: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

12. Audit / Search Directory

Page 32: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Where to Get More Information

Page 33: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

PeopleBooks

• Security > Incorporating LDAP Directory Services • PeopleSoft Enterprise Components for PeopleSoft

Enterprise HRMS and Campus Solutions 8.9 PeopleBook > Using PeopleSoft Directory Interface

Page 34: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Lessons Learned / Feedback

Page 35: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

AQ&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S

Page 36: PeopleSoft Directory Interface for HRMS prepared for USM Regional PeopleSoft Conference June 10, 2005 Hank Kehlbeck, Sr. Product Manager, HCM Strategy

Hank Kehlbeck

Senior Product Manager, HCM Strategy

[email protected]

240.398.8528