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HelloID-Conn-Prov-Target-AFAS-Profit-Employees

Repository for HelloID Provisioning Target Connector to AFAS Employees

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⚠️ Warning
This script is for the new powershell connector. Make sure to use the mapping and correlation keys like mentionded in this readme. For more information, please read our documentation
ℹ️ Information
This repository contains the connector and configuration code only. The implementer is responsible to acquire the connection details such as username, password, certificate, etc. You might even need to sign a contract or agreement with the supplier before implementing this connector. Please contact the client's application manager to coordinate the connector requirements.

Table of Contents

Introduction

The interface to communicate with Profit is through a set of GetConnectors, which is component that allows the creation of custom views on the Profit data. GetConnectors are based on a pre-defined 'data collection', which is an existing view based on the data inside the Profit database.

For this connector we have created a default set, which can be imported directly into the AFAS Profit environment. The HelloID connector consists of the template scripts shown in the following table.

Action Action(s) Performed Comment
create.ps1 Update AFAS employee Correlates AFAS employee
update.ps1 Update AFAS employee Update on correlate and update on update
delete.ps1 Update AFAS employee Clear the unique fields, since the values have to be unique over all AFAS environments

Getting Started

By using this connector you will have the ability to retrieve employee and contract data from the AFAS Profit HR system.

Connecting to Profit is done using the app connector system. Please see the following pages from the AFAS Knowledge Base for more information.

Create the APP connector

Manage the APP connector

Manual add a token to the APP connector

Connection settings

The following settings are required to connect to the API.

Setting Description Mandatory
Base Uri The URL to the AFAS environment REST services Yes
Token in XML format The AppConnector token to connect to AFAS Yes
Get Connector The GetConnector in AFAS to query the user with Yes
Update Connector The UpdateConnector in AFAS to update the user with Yes
Update on update When toggled, if the mapped data differs from data in AFAS, the AFAS user will be updated when a update is triggerd. No
Toggle debug logging When toggled, extra logging is shown. Note that this is only meant for debugging, please switch this off when in production. No

Prerequisites

  • HelloID Provisioning agent (cloud or on-prem).
  • Loaded and available AFAS GetConnectors.
  • AFAS App Connector with access to the GetConnectors and associated views.
    • Token for this AppConnector

GetConnector

When the connector is defined as target system, only the following GetConnector is used by HelloID:

  • Tools4ever - HelloID - T4E_HelloID_Users_v2

Remarks

  • In view of GDPR, the persons private data, such as private email address and birthdate are not in the data collection by default. When needed for the implementation (e.g. set emailaddress with private email address on delete), these properties will have to be added.

Scope

The data collection retrieved by the set of GetConnector's is sufficient for HelloID to provision persons. The data collection can be changed by the customer itself to meet their requirements.

Connector Field Default filter
Tools4ever - HelloID - T4E_HelloID_Users_v2 contract start date <[Vandaag + 3 maanden]
contract end date >[Vandaag - 3 maanden];[]

UpdateConnector

In addition to use to the above get-connector, the connector also uses the following build-in Profit update-connectors:

  • knEmployee

Mapping

The mandatory and recommended field mapping is listed below.

Name Create Enable Update Disable Delete Store in account data Default mapping Mandatory Comment
Medewerker X X Yes Field: ExternalId Yes Used for Correlation and to store account data
Persoonsnummer X X Yes None Yes Used to store account data
EmAd X X Yes Update: Complex EmAd.js Delete Fixed empty E-Mail werk

The fields listed below are examples of available fields for mapping but are typically not used.

Name Create Enable Update Disable Delete Store in account data Default mapping Mandatory Comment
EmailPortal X X Yes for example UPN E-mail toegang - Check with AFAS Administrator if this needs to be set
TeNr X X Yes Telefoonnr. werk
MbNr X X Yes Mobiel werk

Correlation

It is mandatory to enable the correlation in the correlation tab. The default value for "person correlation field" is " ExternalId". The default value for "Account Correlation field" is "Medewerker".

Getting help

For more information on how to configure a HelloID PowerShell connector, please refer to our documentation pages

If you need help, feel free to ask questions on our forum

HelloID docs

The official HelloID documentation can be found at: https://docs.helloid.com/