Appendix: Integrating with PeopleSoft Enterprise Learning Management

This appendix discusses how to integrate ePerformance with PeopleSoft Enterprise Learning Management.

Integrating with Learning Management

ePerformance uses the Integration Broker to faciliate communication between the ePerformance and Learning Management systems. Use the following steps to set up the integration between two systems.

Note. These steps assume that both systems are operating on PeopleTools 8.48.

1. Using the Human Resources system, define the password for the local node.

   1. Navigate to PeopleTools, Integration Broker, Integration Setup, Nodes

   2. Search for the local node.

      Note. For the Human Resources system, PSFT_HR is delivered as the local node and PSFT_LM as the remote node. For the Learming Management system, PSFT_LM is delivered as the local node and PSFT_HR as the remote node.

   3. In the Authentication Option field, select Password.

   4. In the Password field, enter a password.

      You will be asked to confirm the password.

   5. Click the Save button.

2. Verify the routings are active.

   1. From the Navigations Definitions page, click the Routings tab to display the Routings page.

   2. In the Routings Definition grid, search for HMCR.

   3. Verify the HMCR_IS and HMCR_OS are active.

3. Repeat steps 1 and 2 to define the password for the remote node and verify the routings are active.

   Note. The password for the Human Resources remote node should match the password of the Learning Management local node.
   
   The password for the Human Resources local node should match the password of the Learning Management remote node.

4. For the remote node only, enable the remote service invocation.

   1. From the Nodes Definitions page, click the Properties link to display the Nodes Properties page.

   2. In the Name Type field, select Category.

   3. In the Property Name field, enter SOA_ENABLED.

   4. In the Value field, enter True.

   5. Click the OK button to display the Node Definition page.

5. Using the Learning Management system, repeat steps 1 through 4.

6. Using the Human Resources system, define the local gateway.

   1. Navigate to PeopleTools, Integration Broker, Configuration, Gateways

   2. In the URL field, enter the URL address for the local gateway.

      Use the following format: http://<machine name or IP address>:<jslport>/PSIGW/PeopleSoftListeningConnector

   3. Click the Load Gateway Connectors button.

   4. Click the Save button.

   5. Click the Ping Gateway button to verify the integration gateway is responding.

7. Configure the gateway.

   1. From the Gateways page, click the Gateway Setup Properties link.

   2. In the User ID field, enter administrator.

   3. In the Password field, enter password.

   4. Click the OK button.

      The system displays the PeopleSoft Node Configuration page.

   5. Verify that the APP Server URL field is the same as the URL entered in the URL field on the Gateways page, and the User ID and Password fields are the administrator’s rights.

   6. In the PeopleSoft Nodes grid, add the message nodes PSFT_HR and PSFT_LM.

      To complete the fields in the grid, type <ctrl><J> and copy the tools release and application server information into the corresponding fields. Use the following format for the Web Server URL field: //<machine name or IP Address>:<jslport>

      Note. For the PSFT_LM message node, you will need to access the Learning Management system to type <ctrl><j> so you can get the correct tools release and application server information.

   7. Click the Save button.

   8. Click the OK button.

8. Repeat steps 6 and 7 for the Learning Management system.

   The URL of the gateway for the Learning Management system is the same URL address entered for the Human Resources system.

9. Using the Learning Management system, define the single-signon.

   1. Navigate to PeopleTools, Security, Security Objects, Single Signon.

      The system displays the Single Signon page.

   2. Add PSFT_HR to the Trust Authentication Tokens issued by these Nodes group box.

   3. Click the Save button.

10. Using the Human Resources system, define the single-signon.

    1. Navigate to PeopleTools, Security, Security Objects, Single Signon.

       The system displays the Single Signon page.

    2. Add PSFT_LM to the Trust Authentication Tokens issued by these Nodes group box.

    3. Click the Save button.

11. Using the Human Resources system, verify the nodes are ready to receive transactions.

    1. Navigate to From the Gateways page, click the Gateway Setup Properties link.

    2. In the User ID field, enter administrator.

    3. In the Password field, enter password.

    4. Click the OK button.

       The system displays the PeopleSoft Node Configuration page.

    5. Click the Ping Node button for both nodes to verify the node is ready to receive transactions.

       Note. If the results for the Ping Node are not successful, go to step 1 to verify that all passwords and the URLs are the same.

    6. Repeat this step on the Learning Management system.

12. Using the Human Resources system, identify the target location URL

    1. Navigate to PeopleTools, Integration Broker, Configuration, Service Configuration

    2. In the Target Location field, enter the URL address entered in the URL field on the Gateways page.

    3. Click the Save button.

13. Validate the HMCR_SYNCH_PORT message definition

    1. Navigate to PeopleTools, Integration Broker, Integration Setup, Messages

    2. Verify that the fields match the following table.

       Message	HMCR_SYNCH_PORT
       Version	Version_1
       Description	HMCR Synchronous Port
       Owner ID	HCM Service Framework
       Comment	HCM Service Framework synchronous port
       Message Type	Nonrowset-based

14. Verify the schema fields.

    1. From the Message Definition page, click the Schema tab.

    2. Verify that the fields match the following table.

       Message	HMCR_SYNCH_PORT
       Version	Version_1

15. Verify the HMCR_FRAMEWORK service.

    1. Navigate to PeopleTools, Integration Broker, Integration Setup, Services

    2. Verify that the fields match the following table.

       Service	HMCR_FRAMEWORK
       Description	HCM Service Framework
       Comments	HCM Service Framework
       Object Owner ID	HCM Service Framework
       Namespace	http://xmlns.oracle.com/Enterprise/HCM/services
       Operation.Default Version	HMCR_SYNCH_PORT.VERSION_1
       Description	Default Version
       Active	Checkbox is selected.
       Operation Type	Synch

16. Validate the HMCR_SYNCH_PORT service operation.

    1. Navigate to PeopleTools, Integration Broker, Integration Setup, Service Operations

       The system displays the Service Operation – General page.

    2. Search for HMCR_FRAMEWORK.

    3. Verify that the fields match the following table.

       Service Operation	HMCR_SYNCH_PORT
       Service	HMCR_FRAMEWORK
       Operation Type	Synchronous
       Operation Description	HCM Service Framework Synch
       Operation Comments	HCM Service Framework Synchronous
       Object Owner ID	HCM Service Framework
       Version	Version_1
       Version Description	Default Version
       Version Comment	Default Version
       Default	Check box is selected
       Active	Check box is selected
       Type	Request
       Message.Version	HMCR_SYNCH_PORT.VERSION_1
       Type	Response
       Message.Version	HMCR_SYNCH_PORT.VERSION_1

17. Validate the web service access.

    1. From the Service Operation - General page, click the Service Operation Security link.

       The system displays the Web Service Access page.

    2. Verify the fields on the page match the following table.

       Service	HMCR_FRAMEWORK
       Operation	HMCR_SYNCH_PORT
       Permission List	HCCPHR9000 HCCPHR9100
       Access	Full Access Full Access

    3. Close the window.

18. Activate the HMCR_SYNCH_PORT handler.

    1. From the Service Operation – General page, click the Handler tab.

    2. In the Handlers grid, select the Active check box for the REQUESTHDLR row.

    3. Click the Detail link.

       The system displays the Action Details page.

    4. Validate the fields on the Action Details page match the following table.

       Handler Name	REQUESTHDLR
       Handler Type	OnRequest
       Description	On Synch Request
       Comment	On Synch Request
       Handler Owner	HMCR
       Package Name	HMCR_FRAMEWORK
       Path	ServiceFramework:Handlers
       Class ID	SynchRequestHandler
       Method	OnRequest

    5. Click the OK button.

       The system displays the Service Operations - Handlers page.

19. Validate routings information.

    1. From the Service Operations - Handlers page, click the Routings tab.

    2. Validate that HMCR_IS is a row in the Routings Definition grid and the values for the row match the following table.

       Sender Node	PSFT_LM
       Receiver Node	PSFT_HR
       Direction	Inbound
       Status	Active

    3. Validate that HMCR_OS is a row in the Routings Definition grid and that the values match the following table.

       Sender Node	PSFT_HR
       Receiver Node	PSFT_LM
       Direction	Outbound
       Status	Active

20. Validate the inbound routing definition information.

    1. From the Routings page, click the HMCR_IS link.

       The system displays the Routings Definition page.

    2. Validate that the Sender Node field is PSFT_LM.

    3. Validate that the Receiver Node field is PSFT_HR.

    4. Validate that the Routing Type field is Synchronous.

    5. Validate that the Object Owner ID field is HCM Service Framework.

    6. Validate that the Log Detail field is No Logging.

    7. Validate that the Active check box is selected.

21. Validate the inbound external alias information.

    1. From the Routings Definition page, click the Parameters tab.

    2. Verify that the External Alias fields for the Inbound Request and Outbound Response is HMCR_SYNCH_PORT.VERSION_1.

    3. Click the Return button.

       The system displays the Routings page.

22. Validate the outbound routing definition information.

    1. Click the HMCR_OS link.

       The system displays the Routings Definition page.

    2. Validate that the Sender Node field is PSFT_HR.

    3. Validate that the Receiver Node field is PSFT_LM.

    4. Validate that the Routing Type field is Synchronous.

    5. Validate that the Object Owner ID field is HCM Service Framework.

    6. Validate that the Log Detail field is No Logging.

    7. Validate that the Active check box is selected.

23. Validate the outbound external alias information.

    1. From the Routings Definition page, click the Parameters tab.

    2. Verify that the External Alias fields for the Inbound Request and Outbound Response is HMCR_SYNCH_PORT.VERSION_1.

    3. Click the Return button.

       The system displays the Routings page.

24. Validate the outbound connector properties.

    1. From the Routings page, click the Connector Properties tab.

    2. Verify that the fields match the following table.

       Routing Name	HMCR_OS
       Service Operation	HMCR_SYNCH_PORT
       Service Operation Version	VERSION_1

25. Validate the domain status.

    1. Navigate to PeopleTools, Integration Broker, Service Operations Monitor, Administration, Domain Status

       The system displays the Domain Status page.

    2. In the Domains grid, validate that the Domain Status field is Active for all machines.

26. Repeat steps 9 through 23 using the Learning Management system.

27. Using the Human Resources system, define the portal node information.

    1. Navigate to PeopleTools, Portal, Node Definition, Portal

       The system displays the Portal page.

    2. Search for the PSFT_LM remote node.

       Use this format: http://<machine name or IP address>:<jslport>/psc/ps/

    3. In the Content URL Text field, enter the name of the Learning Management machine.

       Use this format: http://<machine name or IP address>:<jslport>/psc/ps/

    4. In the Portal URL Text field, enter the name of the Learning Management machine.

       Use this format: http://<machine or IP address>:<jslport>/psp/ps/

    5. Click the Save button.

28. Using the Human Resources system, clear the cache.

    1. Navigate to Setup HRMS, System Administration, HCM Registry, Service Registry

    2. Click the Refresh Cache button.

    3. Repeat this step on the Learning Management system.

       For the Learning Management system, the navigation is Setup ELM, System Administration, Service Registry.

29. Using the Human Resources system, update the content references to Learning Management.

    1. Navigate to PeopleTools, Portal, Structure and Content Select the Workforce Development folder

    2. Select the Workforce Development folder.

    3. Select the Performance Management folder.

    4. Select the ELM Learning folder.

    5. For each content reference, click the Edit link.

       The Content Ref Administration page appears.

    6. In the Node Name field within the URL Information group box, replace the content with the name of the remote node.

    7. Click the Save button.

    8. Repeat this step for all 8 content reference entries.

30. Verify that the access type for the Human Resources.

    1. Navigate to Set Up HRMS, Common Components, Direct Reports for Managers, Configure Direct Reports UI

    2. For the EP_APPR_SELECT, EP_CREATE_MY_DVL, and EP_CREATE_MY_PRF components in the Manager Desktop Transactions group box, click the Configure button to verify that the Access Type field should be By Part Posn Mgmt Supervisor.

    3. Click the Save button.