Importing Objectives from PeopleSoft HCM

You can create objectives in PeopleSoft ELM by importing them from PeopleSoft HCM.

Page Name

Definition Name

Usage

Service Operations - General Page

IB_SERVICE

Confirm default and active versions for service operations.

Routings - Parameters Page

IB_ROUTINGDEFNDOC

Confirm routing configurations.

Full Table Publish Rules Page

EOIU_SOPUBFULL

Confirm that full data publish rules are active.

Full Data Publish Page

EO_FULLDATAPUB

Initiate the process that publishes HCM data to your ELM database.

Process FullSync Data Page

LM_RNCTL_FULL_LOAD

Run the Process FullSync Data (LM_LD_STGDAT ) Application Engine process to validate full sync data in the staging table, load validated data into ELM, and delete data from the staging tables.

Content Type Filter Page

LM_CATSETUP_TBL

Define content type filters.

Process Learner Objectives Page

LM_EXTOBJV_RNCTRL

Convert catalog types and catalog data imported from HCM to ELM objectives.

Create Objectives-External EIP Page

LM_OBJVASSN_RNCTRL

Assign imported objectives to learners.

For more information on the Service Operations - General and Routings - Parameters pages, see the product documentation for PeopleTools: Integration Broker.

Before importing objective data from PeopleSoft HCM, you must perform the following steps to establish your integration and import basic HCM data.

  1. Use PeopleSoft Integration Broker to establish an integration between your HCM and ELM environments. For more information on setting up this integration, see Setting Up Integration Broker for HCM, and Setting Up Integration Broker for ELM.

  2. In your HCM environment, use the Full Data Publish Page to run the following messages:

    • JOBCODE_FULLSYNC

    • DEPT_FULLSYNC

    • POSITION_FULLSYNC

    • POI_TYPE_TBL_FULLSYNC

    • PERSON_BASIC_FULLSYNC

    • PERS_POI_FULLSYNC

    • WORKFORCE_FULLSYNC

  3. In your ELM environment, use the Process FullSync Data Page to run the following staged data processes:

    • Organization Data

    • Person of Interest Types

    • Person Data

    • Person of Interest Data

    • Workforce Data

Rather than publishing the messages and processing the staged data in separate steps, you can use the ELM Full Sync Integration Guided Process to run the following messages and their associated staged data processes:

  • JOBCODE_FULLSYNC

  • DEPT_FULLSYNC/Organization Data

  • POSITION_FULLSYNC

  • POI_TYPE_TBL_FULLSYNC/Person of Interest Types

  • PERSON_BASIC_FULLSYNC/Person Data

  • WORKFORCE_FULLSYNC/Workforce Data

For more information on the guided process, see Understanding the ELM Full Sync Integration Guided Process.

Note: For the PERS_POI_FULLSYNC message and Person of Interest Data process, you will still need to use the Full Data Publish Page and Process FullSync Data Page.

Before publishing and processing objective data, you must configure the following service operations in both your HCM and ELM environments:

  • RATING_MODEL_FULLSYNC

  • JPM_CAT_FULLSYNC

  • JPM_JP_QUAL_FULLSYNC

  • JPM_JP_TYPE_FULLSYNC

  • JPM_JP_FULLSYNC

Configuring RATING_MODEL_FULLSYNC for HCM

To configure the RATING_MODEL_FULLSYNC service operation in your HCM environment:

  1. Access the Full Table Publish Rules Page (Enterprise Components > Integration Definitions > Full Data Publish Rules) for RATING_MODEL_FULLSYNC.

  2. Confirm that the Status is Active.

  3. Click the Service Operation link to access the Service Operations - General page for RATING_MODEL_FULLSYNC.

  4. Make sure that the default and active version is VERSION_1.

  5. Access the Service Operations - Routing page.

  6. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the RATING_MODEL_FULLSYNC outbound routing.

     Parameters page for the RATING_MODEL_FULLSYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of RATING_MODEL_FULLSYNC.VERSION_1.

Configuring RATING_MODEL_FULLSYNC for ELM

To configure the RATING_MODEL_FULLSYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for RATING_MODEL_FULLSYNC.

  2. Make sure that the default and active version is VERSION_1.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the RATING_MODEL_FULLSYNC inbound routing.

     Parameters page for the RATING_MODEL_FULLSYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of RATING_MODEL_FULLSYNC.VERSION_1.

    Message.Ver into Transform 1

    Enter a value of RATING_MODEL_FULLSYNC.VERSION_1.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of RATING_MODEL_FULLSYNC.VERSION_1.

Configuring JPM_CAT_FULLSYNC for HCM

To configure the JPM_CAT_FULLSYNC service operation in your HCM environment:

  1. Access the Full Table Publish Rules Page (Enterprise Components > Integration Definitions > Full Data Publish Rules) for JPM_CAT_FULLSYNC.

  2. Confirm that the Status is Active.

  3. Click the Service Operation link to access the Service Operations - General page for JPM_CAT_FULLSYNC.

  4. Make sure that the default and active version is INTERNAL.

  5. Access the Service Operations - Routing page.

  6. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_CAT_FULLSYNC outbound routing.

     Parameters page for the JPM_CAT_FULLSYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_CAT_FULLSYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_CAT_FULLSYNC.INTERNAL.

    Transform Program 1

    Enter a value of HCM_MSG_XFRM.

    Message.Ver out of Transforms

    Enter a value of JPM_CAT_FULLSYNC.VERSION_3

Configuring JPM_CAT_FULLSYNC for ELM

To configure the JPM_CAT_FULLSYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_CAT_FULLSYNC.

  2. Make sure that the default and active version is VERSION_3.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_CAT_FULLSYNC inbound routing.

     Parameters page for the JPM_CAT_FULLSYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_CAT_FULLSYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_CAT_FULLSYNC.VERSION_3.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of JPM_CAT_FULLSYNC.VERSION_3.

Configuring JPM_JP_QUAL_FULLSYNC for HCM

To configure the JPM_JP_QUAL_FULLSYNC service operation in your HCM environment:

  1. Access the Full Table Publish Rules Page (Enterprise Components > Integration Definitions > Full Data Publish Rules) for JPM_JP_QUAL_FULLSYNC.

  2. Confirm that the Status is Active.

  3. Click the Service Operation link to access the Service Operations - General page for JPM_JP_QUAL_FULLSYNC.

  4. Make sure that the default and active version is VERSION_1.

  5. Access the Service Operations - Routing page.

  6. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_QUAL_FULLSYNC outbound routing.

     Parameters page for the JPM_JP_QUAL_FULLSYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_QUAL_FULLSYNC.VERSION_1.

Configuring JPM_JP_QUAL_FULLSYNC for ELM

To configure the JPM_JP_QUAL_FULLSYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_QUAL_FULLSYNC.

  2. Make sure that the default and active version is VERSION_1.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_QUAL_FULLSYNC inbound routing.

     Parameters page for the JPM_JP_QUAL_FULLSYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_QUAL_FULLSYNC.VERSION_1.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_QUAL_FULLSYNC.VERSION_1.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_QUAL_FULLSYNC.VERSION_1.

JPM_JP_TYPE_FULLSYNC for HCM

To configure the JPM_JP_TYPE_FULLSYNC service operation in your HCM environment:

  1. Access the Full Table Publish Rules Page (Enterprise Components > Integration Definitions > Full Data Publish Rules) for JPM_JP_TYPE_FULLSYNC.

  2. Confirm that the Status is Active.

  3. Click the Service Operation link to access the Service Operations - General page for JPM_JP_TYPE_FULLSYNC.

  4. Make sure that the default and active version is INTERNAL.

  5. Access the Service Operations - Routing page.

  6. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_TYPE_FULLSYNC outbound routing.

     Parameters page for the JPM_JP_TYPE_FULLSYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_TYPE_FULLSYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_TYPE_FULLSYNC.INTERNAL.

    Transform Program 1

    Enter a value of HMTF_TR_OA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_TYPE_FULLSYNC.VERSION_1.

JPM_JP_TYPE_FULLSYNC for ELM

To configure the JPM_JP_TYPE_FULLSYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_TYPE_FULLSYNC.

  2. Make sure that the default and active version is VERSION_1.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_TYPE_FULLSYNC inbound routing.

     Parameters page for the JPM_JP_TYPE_FULLSYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_TYPE_FULLSYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_TYPE_FULLSYNC.VERSION_1.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_TYPE_FULLSYNC.VERSION_1.

JPM_JP_FULLSYNC for HCM

To configure the JPM_JP_FULLSYNC service operation in your HCM environment:

  1. Access the Full Table Publish Rules Page (Enterprise Components > Integration Definitions > Full Data Publish Rules) for JPM_JP_FULLSYNC.

  2. Confirm that the Status is Active.

  3. Click the Service Operation link to access the Service Operations - General page for JPM_JP_FULLSYNC.

  4. Make sure that the default and active version is INTERNAL.

  5. Access the Service Operations - Routing page.

  6. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_FULLSYNC outbound routing.

     Parameters page for the JPM_JP_FULLSYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_FULLSYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_FULLSYNC.INTERNAL.

    Transform Program 1

    Enter a value of HMTF_TR_OA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_FULLSYNC.VERSION_2.

JPM_JP_FULLSYNC for ELM

To configure the JPM_JP_FULLSYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_FULLSYNC.

  2. Make sure that the default and active version is VERSION_2.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_FULLSYNC inbound routing.

     Parameters page for the JPM_JP_FULLSYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_FULLSYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_FULLSYNC.VERSION_2.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_FULLSYNC.VERSION_2.

To import and process objective data from HCM:

  1. In your HCM environment use the Full Data Publish Page to run the RATING_MODEL_FULLSYNC message.

  2. In your HCM environment, use the Profile Types - Content page to ensure that the PERSON profile type includes the Sub-Competencies sub-section.

    This example illustrates how to configure the PERSON profile type.

     Profile Types - Content page

    Ensure that the Content Sections grid includes the Sub-Competencies sub-section. If it doesn’t, you won’t be able to set up the Sub-Competencies content type filter correctly in your ELM environment.

  3. In your HCM environment use the Full Data Publish Page to run the JPM_CAT_FULLSYNC message.

  4. In your ELM environment, use the Process FullSync Data Page, to run the Catalog Data process.

  5. In your HCM environment use the Full Data Publish Page to run the JPM_JP_QUAL_FULLSYNC message.

  6. In your ELM environment, use the Process FullSync Data Page, to run the Instance Qualifier Data process.

  7. In your HCM environment use the Full Data Publish Page to run the JPM_JP_TYPE_FULLSYNC message.

  8. In your ELM environment, use the Process FullSync Data Page, to run the Profile Type process.

  9. Use the Content Type Filter page (Set Up ELM > Objectives > Content Type Filters) to create filters for the Competencies, Degrees, and Sub-Competencies content types.

    This example illustrates how to configure the Competencies content type filter.

     Content Type Filter page for Competencies

    Field or Control

    Description

    Non-person Profile Type

    Enter a value of Job.

    Person Profile Type

    Enter a value of Person.

    Outbound Instance Qualifier

    Enter a value of Learning.

    Inbound Instance Qualifier

    Add the Approved/Official and Supervisor/Manager instance qualifiers.

    This example illustrates how to configure the Degrees content type filter.

     Content Filter Type page for Degrees

    Field or Control

    Description

    Non-person Profile Type

    Enter a value of Job.

    Person Profile Type

    Enter a value of Person.

    This example illustrates how to configure the Sub-Competencies content type filter.

     Content Filter Type page for Sub-Competencies

    Field or Control

    Description

    Non-person Profile Type

    Enter a value of Job.

    Person Profile Type

    Enter a value of Integration from ePerformance.

  10. Run the Process Learner Objectives (LM_OBJV_LOAD) process (Enterprise Learning > Learning Objectives > Process Learner Objectives).

  11. In your HCM environment use the Full Data Publish Page to run the JPM_JP_FULLSYNC message.

  12. In your ELM environment, use the Process FullSync Data Page, to run the Profile Data process.

  13. Run the Create Objectives-External EIP (LM_OBJV_ASSN) process (Enterprise Learning > Learning Objectives > Create Objectives-External EIP).

To keep profile data and profile types in sync between your HCM and ELM environments you must activate and configure the following service operations:

  • JPM_JP_SYNC

  • JPM_JP_TYPE_SYNC

Configuring JPM_JP_SYNC for HCM

To configure the JPM_JP_SYNC service operation in your HCM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_SYNC.

  2. Make sure that the default and active version is INTERNAL.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_SYNC outbound routing.

     Parameters page for the JPM_JP_SYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_SYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_SYNC.INTERNAL.

    Transform Program 1

    Enter a value of HMTF_TR_OA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_SYNC.VERSION_2.

Configuring JPM_JP_SYNC for ELM

To configure the JPM_JP_SYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_SYNC.

  2. Make sure that the default and active version is VERSION_2.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_SYNC inbound routing.

     Parameters page for the JPM_JP_SYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_SYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_SYNC.VERSION_2.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_SYNC.VERSION_2.

Configuring JPM_JP_TYPE_SYNC for HCM

To configure the JPM_JP_TYPE_SYNC service operation in your HCM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_TYPE_SYNC.

  2. Make sure that the default and active version is INTERNAL.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active outbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_TYPE_SYNC outbound routing.

     Parameters page for the JPM_JP_TYPE_SYNC outbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_TYPE_SYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_TYPE_SYNC.INTERNAL.

    Transform Program 1

    Enter a value of HMTF_TR_OA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_TYPE_SYNC.VERSION_1.

Configuring JPM_JP_TYPE_SYNC for ELM

To configure the JPM_JP_TYPE_SYNC service operation in your ELM environment:

  1. Access the Service Operations - General page (PeopleTools > Integration Broker > Integration Setup > Service Operations) for JPM_JP_TYPE_SYNC.

  2. Make sure that the default and active version is VERSION_1.

  3. Access the Service Operations - Routing page.

  4. Make sure that the active inbound routing is configured correctly.

    This example illustrates the correct parameters for the JPM_JP_TYPE_SYNC inbound routing.

     Parameters page for the JPM_JP_TYPE_SYNC inbound routing

    Field or Control

    Description

    External Alias

    Enter a value of JPM_JP_TYPE_SYNC.INTERNAL.

    Message.Ver into Transform 1

    Enter a value of JPM_JP_TYPE_SYNC.VERSION_1.

    Transform Program 1

    Enter a value of HMTF_TR_IA.

    Message.Ver out of Transforms

    Enter a value of JPM_JP_TYPE_SYNC.VERSION_1.