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Configuring DirXML™ Drivers for ERP Systems

Configuring DirXML™ Drivers for ERP Systems. Mark Worwetz Senior Software Engineer Novell, Inc. mworwetz@novell.com Dave Horne eSolutions Deployment Mgr Novell, Inc. dhorne@novell.com Lori Rowland Deployment Manager DirXML Novell, Inc. LDALRYMPLE@novell.com. Vision…one Net

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Configuring DirXML™ Drivers for ERP Systems

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  1. Configuring DirXML™ Drivers for ERP Systems Mark Worwetz Senior Software Engineer Novell, Inc. mworwetz@novell.com Dave Horne eSolutions Deployment Mgr Novell, Inc. dhorne@novell.com Lori Rowland Deployment Manager DirXMLNovell, Inc. LDALRYMPLE@novell.com

  2. Vision…one Net A world where networks of all types—corporate and public, intranets, extranets, and the Internet—work together as one Net and securely connect employees, customers, suppliers, and partners across organizational boundaries Mission To solve complex business and technical challenges with Net business solutions that enable people, processes, and systems to work together and our customers to profit from the opportunities of a networked world

  3. Configuring DirXML Drivers for ERP Systems • ERP Systems • DirXML™ Driver 1.0 for SAP • DirXML Driver 1.0 for SAP Demo • DirXML Driver 3.6 for PeopleSoft • DirXML Driver 3.6 for PeopleSoft Demo • DirXML Driver 4.0 for PeopleSoft Futures • Recap • Questions

  4. ERP Systems • ERP processes • Authoritative ownership

  5. ERP SystemsERP Processes • Human resource • E-mail • PBX • NOS • Help desk • Customer management • Security • Financials, etc.

  6. Publisher only Subscriber only Dept Dept ERP SystemsAuthoritative Data Sources CN Bobby Marketing Sales Department 003456 EmpId bdoe@ab.com E-mail 2/15/1965 Date of birth Assoc. E-mail bdoe@ab.com 003456 HR Assoc. EmpId 003456 Address bdoe@ab.com Dept Sales Marketing Marketing Sales Dept DOB 15.2.1965 Birthdate 2/15/65 E-mail HR

  7. DirXML Driver for SAP HR • Overview • Publisher channel • Subscriber channel • Driver configuration • Remote loader usage

  8. DirXML Driver for SAP HROverview • No SAP Server programming required • SAP ALE (Application Link Enabling) • SAP BAPI (Business Application Programming Interface) • Driver is an SAP Validated Integration product • Minimal impact on SAP Server performance • Secure communication between SAP and Novell eDirectory™ Servers possible via DirXML 1.1 Remote Loader

  9. SAP ALE Add new record iDoc generated EmpId 003456 Doe, Bobby Name Dept Benefits Title Acct Clerk DOB 15.2.1965 DirXML Driver for SAP HRPublisher Channel ALE distribution model and change pointers are defined to distribute iDocs of message type HRMD_A Changes detected in database and iDoc is generated and placed in file system Administrator hires new employee SAP/HR

  10. Novell eDirectory DirXML Remote Loader Service 4 3 DirXML Engine adds or updates the data in eDirectory DirXML Remote Loader Service DirXML Remote Loader Service DirXML Engine XML Doc DirXML Remote Loader Shim SSL Connection 5 DirXML Driver for SAP/HR Application Link Enabling (ALE) DirXML Engine processes data according to business rules 1 HRMD-A iDocs IDOC posted to host file system with client number references DirXML Driver for Exchange DirXML Driver for Application N Driver Shim filters relevant data into XML format Exchange Application N C:\IDOCS\0_400_n 2 6 The driver updates and retrieves data in the application Novell eProvisioning Solutions—Leveraging SAP Publishing SAP Data to Other Applications(Publisher Channel) Driver object containing business rules and connection parameters ePROVISIONING HOST SAP Host SAP Host SAP R/3 HR Data changes from SAP/HR application modules are logged. Configured to poll the IDOCS directory on intervals for docs pertaining to specific client number APPLICATION HOST APPLICATION HOST

  11. DirXML Driver for SAP HRPublisher Channel Configuration • SAP ALE Distribution Model Configuration • Define Sending and Receiving logical systems • Create distribution model • Create Port definition (HRMD_A iDoc) • Define Partner profile • Activate Change Pointer processing • Schedule Job processing • Test iDoc distribution • Any object type can be synchronized

  12. DirXML Driver for SAP HRHRMD_A iDoc EDI_DC40 850000000000038493046C 3012 HRMD_A05 HRMD_A SAPPKU LS PKUCLNT850 NOVELL LS NDS4SAP 20010801133253 20010801133252 E2PLOGI 85000000000003849300000010000000201P 00000005 U E2PITYP001 85000000000003849300000020000010301P 000000050000 2001073099991231 E2P0000 850000000000038493000000300000204000000050000 999912312001073000020010801NOVELL 01 31 E2PITYP001 85000000000003849300000040000010301P 000000050001 2001073099991231 E2P0001 850000000000038493000000500000404000000050001 999912312001073000020010801NOVELL 300036001U13600 0001 UW 500152775001527950014977 REDFORD ROBERT Mr. Robert Redford S 3600 E2PITYP001 85000000000003849300000060000010301P 000000050002 1940102199991231X E2P0002001 850000000000038493000000700000604000000050002 999912311940102100020010801NOVELL Redford Robert 001119401021 US E 000000000 10123987654 00000000 19401021REDFORD ROBERT ENRedford Robert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orth Sundance Drive Provo 84604 US8019999999 0 UT 000000 0 0 1800 North Sundance Drive Provo E2PITYP001 85000000000003849300000130000010301P 000000050017 2001073099991231 E2P0017001 850000000000038493000001400001304000000050017 999912312001073000020010801NOVELL 1 00000000 E2PITYP001 85000000000003849300000150000010301P 000000051001A2092001073099991231

  13. DirXML Driver for SAP HRHRMD_A iDoc Schema Map SEGMENT:OP:: SEGMENT:PLOGI:E1PLOGI: PLOGI:PLVAR:0:2 PLOGI:OTYPE:2:2 PLOGI:OBJID:4:8 PLOGI:PROOF:12:1 PLOGI:OPERA:13:1 SEGMENT:PORIG:E1PORIG: PORIG:PLVAR:0:2 PORIG:OTYPE:2:2 PORIG:OBJID:4:8 PORIG:END_DATE:12:8 PORIG:END_TIME:20:6 PORIG:CHNG_USER:26:12 PORIG:ORIGSYSTEM:38:10 SEGMENT:PITYP:E1PITYP: PITYP:PLVAR:0:2 PITYP:OTYPE:2:2 PITYP:OBJID:4:8 PITYP:INFTY:12:4 PITYP:SUBTY:16:4 PITYP:BEGDA:20:8 PITYP:ENDDA:28:8 PITYP:LONG_INFTY:36:1 SEGMENT:P0000:E1P0000: P0000:PERNR:0:8 P0000:INFTY:8:4 P0000:SUBTY:12:4 P0000:OBJPS:16:2 P0000:SPRPS:18:1…... HRMD_A05.meta Approximately 10,000 attributes

  14. Novell eDirectory DirXML Remote Loader Service 4 3 DirXML Engine XML Doc DirXML Engine adds or updates the data in eDirectory DirXML Remote Loader Shim SSL Connection DirXML Driver for SAP/HR Application Link Enabling (ALE) BAPI / JCO Data the SAP driver subscribes to that comes from other applications through eDirectory 1 BAPI Doc XML Doc The Driver Shim translates XML Doc into BAPI, the SAP native API, and adds or updates the data in SAP/HR Data from other applications 2 Novell® eProvisioning Solutions—Leveraging SAP Populating SAP with Data from Other Applications(Subscriber Channel) Driver object containing business rules and connection parameters ePROVISIONING HOST SAP Host SAP Host SAP R/3 HR

  15. DirXML Driver for SAP HRSubscriber Channel Configuration • Driver resembles an SAP Client • Standard SAP Programming Interface • Utilizes SAP Java Connector (JCO) for connection • Currently supported on Windows NT/2000, Linux, IBM-AIX, Solaris, HP-UX, OSF1-alpha platforms • Utilizes SAP BAPIs for HR application • Limited Infotype support • Personal Information Infotype (0002) • Private Address Information Infotype (0006) • Communication Infotype (0105)

  16. DirXML Driver for SAP HRMapping Rule SAP HR Attribute Name P0002:VORNA:none:134:25 P0002:NACHN:none:84:25 P0006:ORT01:US01:133:25 P0006:ORT01:1:133:25 P0105:USRID:MAIL:78:30 P0105:USRID:CELL:78:30 P0105:USRID:PAGR:78:30 P0006:TELNR:195:14 eDirectory Attribute Name Given Name Surname City Home City Internet E-Mail Address Mobile Pager Home Phone

  17. DirXML Driver for SAP HRDriver Configuration Parameters • Master HR iDoc (Optional) • The name of the iDoc message type that will be generated by the SAP ALE system when publishing SAP HR database modifications or Master records • Address Subtype Code (Optional) • This is an enumerated configuration parameter that allows an administrator to specify which subtypes of the Private Address infotype the driver will synchronize • Communication Subtype Code (Optional) • This is an enumerated configuration parameter that allows an administrator to specify which subtypes of the Communication infotype the driver will synchronize • Poll Interval (seconds) • This parameter specifies how often the driver will poll for unprocessed iDocs • Publisher iDoc Directory • This specifies the file system directory from which the publisher will read iDocs published by the SAP ALE system • Authentication ID • The name of the SAP non-dialog (CPIC) user that will be used to make changes to the SAP HR database on the Subscriber Channel • Authentication Context • The DNS name or IP address of the target SAP HR host system • SAP System Number • The two-digit system number of the SAP server • SAP User Client Number • The three digit number of the SAP client that will be used to make changes on behalf of the SAP logical system representing the SAP driver • SAP User Language • The two-character language abbreviation that the client uses • SAP Server Host • The DNS name or IP address of the target SAP HR host • Metadata File Directory • The name of the file system directory from which the driver will read the specified SAP Master HR iDoc definition file

  18. DirXML Driver for SAP HRRemote Loader Usage • Why use the Remote Loader? • eDirectory does not exist for SAP Host Platform • eDirectory not allowed on SAP Host Platform • SAP Driver with Remote Loader requirements • Host platform supporting JDK/JRE 1.3.1 or higher • SAP JCO client installed on host platform • Remote Loader features • SSL connection security • Bi-directional password handshake

  19. DirXML Driver 3.6 for PeopleSoft • Overview • Publisher channel • Subscriber channel • Driver configuration • Remote Loader usage • Futures—release 4.0

  20. DirXML Driver 3.6 for PeopleSoftOverview • Minimum PeopleTools Customization required • Workflow Processing to Generate Transactions • Message Agent Definitions to Access Transactions • Driver acts like another client connecting to the PeopleSoft Data Base • Driver connects to PeopleSoft via an Application Server Process (Security via Tuxedo Messages) • Additional Security Communication between PeopleSoft and eDirectory Servers possible via DirXML 1.1 Remote Loader

  21. PeopleSoft Workflow Add Trans to worklist Add new record EmpId 003456 Doe, Bobby Name Dept Benefits Title Acct Clerk DOB 15.2.1965 DirXML Driver 3.6 for PeopleSoftPublisher Channel-Worklist Trans WorkflowPeopleCode defined on the record definition triggers an Add Business Process Event based on a certain condition The Event places a record in the worklist with a status of 0—The 0 status represents availability of the transaction to the Driver Administrator hires new employee, adds a student, or creates a new department PeopleSoft Data Base

  22. DirXML Driver 3.6 for PeopleSoftPublisher Channel-Worklist Trans (cont.) If %PanelGroup = PanelGroup.JOB_DATA_HIRE Then If (ACTION = "HIR") And RecordNew(EMPLID) And &PER_STATUS <> "V" And %Mode <> "C" Then NOVL_DERIVED.EMPLID = EMPLID; NOVL_DERIVED.ACTIONDTTM = EFFDT + TimePart(%Datetime); &TEMP = TriggerBusinessEvent(BusProcess."NOVL_NDS_INTEGRATION", BusActivity."NOVL_NDS_EVENT1", BusEvent."ADD"); End-If; End-If; PeopleCode to Trigger Event Business Process Defined Events

  23. DirXML Driver 3.6 for PeopleSoftPublisher Channel-Worklist Trans (cont.)

  24. Novell eDirectory DirXML Remote Loader Service PeopleSoft Modules HR SCM SA FIN EPM CRM etc. 4 3 DirXML Engine adds or updates the data in eDirectory DirXML Remote Loader Service DirXML Engine DirXML Remote Loader Service XML Doc Transactions DirXML Remote Loader Shim SSL Connection 5 DirXML Driver for PeopleSoft DirXML Engine processes data according to business rules PeopleTools 8.1 1 Driver Requests Transactions DirXML Driver for Exchange DirXML Driver for Application N Driver receives data and transforms the relevant information into an XML document Exchange Application N Application Server 2 6 PeopleSoft Interface The driver updates and retrieves data in the application Novell eProvisioning Solutions—Leveraging PeopleSoft Publishing PeopleSoft Data to Other Applications(Publisher Channel) Driver object containing business rules and connection parameters ePROVISIONING HOST PeopleSoft Host PeopleSoft Client Data changes from PeopleSoft application modules are logged Configured to poll on specified intervals for data changes APPLICATION HOST APPLICATION HOST

  25. Novell eDirectory DirXML Remote Loader Service PeopleSoft Modules HR SCM SA FIN EPM CRM etc. 4 3 XML Doc DirXML Engine DirXML Engine adds or updates the data in eDirectory Staging Table SSL Connection DirXML Remote Loader Shim PeopleSoft configured to consume data from the Staging Table 5 DirXML Driver for PeopleSoft Data the PeopleSoft driver subscribes to that comes from other applications through eDirectory PeopleTools 8.1 1 XML Doc Driver posts incoming data to the Staging Table Data from other applications Application Server 2 PeopleSoft Interface Novell eProvisioning Solutions—Leveraging PeopleSoft Populating PeopleSoft with Data from Other Applications(Subscriber Channel) Driver object containing business rules and connection parameters ePROVISIONING HOST PeopleSoft Host PeopleSoft Client

  26. DirXML Driver 3.6 for PeopleSoftDriver Configuration-Mapping Rule Default HR Configuration eDirectory Attribute Name Given Name Surname Full Name preferredName Title WorkforceID jobcode mailstop Internet EMail Address departmentnumber managerWorkforceID costCenter employeeType employeeStatus Telephone Number Facsimile Number mobile pager otherPhoneNumber PeopleSoft HR Attribute Name First Name Last Name Full Name Preferred Name Job Code Descr EmplID Job Code Mail Drop Email ID DeptID Manager ID Account Code Employee Type Employee Status Business Phone Fax Phone Cellular Phone Pager Other Phone

  27. DirXML Driver 3.6 for PeopleSoftDriver Configuration-Parameters • Authentication ID • The name of the PeopleSoft user that the driver will use to authenticate to the PeopleSoft database • Application Password • PeopleSoft password for the Authentication ID • NPS Event Server Host name • This is the name or IP Address of the Server Hosting the Event Server • NPS Event Server Port • This is the Port ID selected to connect to the Event Server Program • Database Name • This is the name of the PeopleSoft Database that the driver is connected to • Database Type • Database platform where PeopleSoft has been installed (Oracle, DB2, Informix, MS-SQL, etc.) • Connection String • The connection string the driver uses to connect to the Application Server • Worklist Activity • The name of the Message Definition that is used to access the worklist transactions • Worklist Status Activity • The name of Message Definition that is used to set the status of the transaction and retrieve the data • PS Update Activity • The name of Message Definition that is used to update PeopleSoft on the Subscriber channel • Query Activity • The name of the Message Definition that is used to Query PeopleSoft for missing attributes • Queue Poll Interval • The time in seconds that the driver waits between requests periods when requesting transactions from the worklist • Queue Retrieval Limit • The number of transactions that the driver is allowed to process every time it retrieves a set of transactions from the worklist • Policy Attributes • Elements defined on the WorkList Message Definition Activity that are to be consumed from within a Driver Rule, StyleSheet, that is not mapped to an eDirectory attribute

  28. DirXML Driver 3.6 for PeopleSoftDriver Configuration-Event Server Command Line Parameters NPS81EventServer.exe -c -s:16394 -p:"d:\psoft\hr814\bin\client\winx86" {Event Server Program} -c Run as a console window (DOS Window) -i Install Event Server as a Windows Service -u Uninstall Event Server as a Windows Service -s:#### Port Number Defined on Driver Parameters for Event Server -p:{?} Represents the PeopleSoft Client Library Directory

  29. DirXML Driver 3.6 for PeopleSoftRemote Loader-Parameters • Why use the Remote Loader? • eDirectory does not exist for NT/W2K platform • eDirectory not allowed on PeopleSoft Host platform • PeopleSoft Driver with Remote Loader requirements • NT/W2K system with PeopleSoft client installed • Event Server installed locally • Remote Loader features • SSL connection security • Bi-directional password handshake

  30. DirXML Driver 4.0 for PeopleSoftFutures • Next release of Driver version 4.0 • Supports any PeopleSoft application on PeopleTools 8.1 and above • Availability=Summer 2002 • Connects to PeopleTools via Component Interface • Less intrusive to PeopleSoft environment • Easier to install and configure • Supports load balancing • Contains a Quick Start application

  31. DirXML Driver 4.0 for PeopleSoftFutures (cont.) • No Message definitions • No Event Server • Only 2 CI Objects required • Transaction CI • Schema CI • Multiple Schemas supported • Call a single function to trigger a Transaction Event

  32. DirXML Driver 4.0 for PeopleSoftFunction Call Declare Function DirXML_Trans PeopleCode DIRXML_DERIVED.DIRXML_DRIVER FieldFormula; • DirXML_Trans(Transaction Table, • Transaction Sub Type, • Transaction Schema, • Transaction Event, • Transaction Association ID, • Transaction Date Time, • Transaction Event Value {optional});

  33. DirXML Driver 4.0 for PeopleSoft1-4 Transaction Objects

  34. DirXML Driver 4.0 for PeopleSoft1 Schema Object for Publisher

  35. DirXML Driver 4.0 for PeopleSoftSame Schema Object for Subscriber

  36. RecapNovell DirXML Bundle • DirXML 1.1 Bundle includes • Engine • eDirectory driver • Active Directory driver • LDAP driver • Exchange 5.5 driver • Notes driver • NT Domain driver • Delimited Text driver • GroupWise® driver

  37. RecapAdditional Drivers • DirXML Driver for PeopleSoft • DirXML Driver for SAP • DirXML Driver for JMS • DirXML Driver Password Sync

  38. DirXML Training • DirXML Beginner—Course 992 • DirXML Advanced Technical Training • Architecture overview • XML, Rules, Filters • Advanced XDS Rules and XSLT • Utilizing XSLT style sheets for DirXML www.novell.com/registernow or call 800.233.educ option 4

  39. DirXML Sessions at BrainShare 2002DirXML Engine • IO118—Introduction to Novell DirXML • IO119—DirXML Competitive Comparisons • TUT235—Understanding Novell DirXML Technology • DL303—Novell DirXML Commands, Events, and Transformations

  40. DirXML Sessions at BrainShare 2002Driver Deployment • TUT236—Configuring DirXML Drivers for JDBC, iPlanet, and Delimited Text • TUT237—Configuring DirXML Drivers for eDirectory, Active Directory and Windows NT Domains • TUT238—Configuring DirXML Messaging Drivers (Exchange, Notes, GroupWise) • TUT335—Designing and Managing Novell DirXML Deployments

  41. DirXML Sessions at BrainShare 2002Driver Development • DL302—Custom DirXML Driver Development • DCB330—DeveloperNet University: Developing DirXML Drivers

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