Taleo Connect Client 7.5 User Guide - Oracle

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BP(A S) Taleo Integration Taleo Connect Client 7.5 User Guide February 2011

Confidential Information and Notices Confidential Information The recipient of this document (hereafter referred to as "the recipient") agrees that the Confidential Information disclosed herein by Taleo shall be retained in confidence by the recipient, and its respective employees, affiliates and/or subsidiaries. For the purpose herein, the term "Confidential Information" shall mean the following: 1. Any information, know-how, data, process, technique, design, drawing, program, formula or test data, work in process, business plan, sales, suppliers, customer, employee, investor or business information contained in a document, whether in written, graphic, or electronic form; or 2. Any document, diagram, or drawing which is either conspicuously marked as "Confidential", known or reasonably known by the other party to be confidential, or is of a proprietary nature, and is learned or disclosed in the course of discussions, demonstrations, or other collaboration undertaken between the parties. Limited Rights Notice (Dec 2007) 1. These data are submitted with limited rights under Subcontract No. 6896589. These data may be reproduced and used by the Government with the express limitation that they will not, without written permission of the Contractor, be used for purposes of manufacture nor disclosed outside the Government; except that the Government may disclose these data outside the Government for the following purposes, if any; provided that the Government makes such disclosure subject to prohibition against further use and disclosure: None. 2. This notice shall be marked on any reproduction of these data, in whole or in part. 2011 Taleo Corporation. Do not reproduce without the written permission of Taleo Corporation. User Guide Taleo Connect Client 7.5 i

Ta b l e o f C o n t e n t s Confidential Information and Notices . i Introduction Taleo Connect . 1-1 Taleo Connect Server . 1-1 Taleo Connect Client . 1-1 Documentation . 1-1 Taleo Users . 1-3 Taleo Enterprise Edition . 1-3 Taleo Business Edition . 1-3 Installation Files and Folders . 2-1 File Names . 2-1 Folder Structure . 2-2 In Windows . 2-3 Installing TCC in Windows . 2-3 Testing TCC in Windows . 2-5 Upgrading TCC in Windows . 2-6 In Unix/Linux . 2-7 Installing TCC in Unix/Linux . 2-7 Testing TCC in Unix/Linux . 2-7 Upgrading TCC in Unix/Linux . 2-8 Description Taleo Connect Client Basics . 3-1 User Guide Taleo Connect Client 7.5 ii

Ping Dialog . 3-1 Eclipse RCP Framework . 3-2 TCC Menu Bar . 3-3 Design Perspective . 3-4 Outline View . 3-5 Entity View . 3-6 Feature Pack View . 3-7 Log View . 3-10 Diagnostic View . 3-11 Jobs View . 3-11 Documentation View . 3-11 Default Configuration Board . 3-12 Board Editor . 3-12 Creating Endpoints . 3-14 Creating Symbols . 3-15 Import . 3-17 Import Editor . 3-17 General Tab . 3-17 Columns Tab . 3-19 Processing Instructions Tab . 3-23 Creating a New Import File . 3-25 Saving a New Import File . 3-27 Opening an Existing Import File . 3-27 Building an Import Specification . 3-27 Creating a CSV File . 3-28 Changing Default CSV Editor . 3-28 Export . 3-29 Export Editor . 3-29 General Tab . 3-29 Projections Tab . 3-31 Filters Tab . 3-33 Sorting Tab . 3-35 Advanced Tab . 3-36 Creating a New Export File . 3-37 Saving a New Export File . 3-39 Opening an Existing Export File . 3-39 Building an Export Specification . 3-39 Configuration . 3-41 Configuration Editor . 3-41 General Tab . 3-41 Monitoring Tab . 3-43 Alerting Tab . 3-45 Pre-processing Tab . 3-46 Send Tab . 3-52 Poll Tab . 3-54 User Guide Taleo Connect Client 7.5 iii

Retrieve Tab . 3-56 Post-processing Tab . 3-58 Board Tab . 3-64 Creating a New Configuration File . 3-65 Saving a New Configuration File . 3-65 Opening an Existing Configuration File . 3-65 Building a Configuration Specification . 3-66 Executing a Configuration . 3-66 Runtime . 3-67 Runtime Perspective . 3-67 Monitoring a Workflow . 3-68 Console . 3-69 Console Perspective . 3-69 Creating a Console Profile . 3-73 Saving a Console Profile . 3-73 Opening a Console Profile . 3-73 Command Line . 3-74 Script Execution . 3-74 Scheduling Tasks . 3-74 Scheduling in Windows . 3-75 Execution from Java . 3-76 Getting Started Starting . 4-1 The Objective . 4-1 Creating Starter Folder . 4-1 Creating Curriculum Vitae . 4-2 Starting Taleo Connect Client . 4-2 Importing . 4-4 Creating Import Specification . 4-4 Defining Import Specification . 4-4 Saving Import Specification . 4-7 Creating Candidate CSV File . 4-7 Creating Import Configuration. . 4-8 Defining Import Configuration . 4-9 Saving Import Configuration . 4-10 Executing Import Configuration . 4-10 Exporting . 4-12 Creating Export Specification . 4-12 Defining Export Specification . 4-12 Saving Export Specification . 4-13 Creating Export Configuration . 4-13 Defining Export Configuration . 4-14 Saving Export Configuration . 4-15 Executing Export Configuration . 4-15 User Guide Taleo Connect Client 7.5 iv

Using TCC Hierarchical Entities . 5-1 Hierarchical Entities . 5-1 Finding Root Code . 5-3 Creating an Organization . 5-6 Updating an Organization . 5-9 Modifying an Organization . 5-14 Moving an Organization . 5-15 Deleting an Organization . 5-18 Multilingual Fields . 5-22 Exporting Language Codes . 5-22 Filters . 5-26 Last Run Date . 5-26 Setting Last Run Date . 5-26 Strip Non Numeric Characters . 5-27 Filtering vs ProjectionFiltering . 5-27 Collections . 5-28 Removing Element From Collection . 5-28 Templates . 5-30 Best Practice Templates . 5-30 Candidate Standard Net Change . 5-30 Candidate Standard Export . 5-31 Department Standard Net Change . 5-32 JobField Standard Net Change . 5-33 JobTemplate Standard Net Change . 5-33 Location Standard Net Change . 5-35 LUDS Standard Net Change . 5-36 Organization Standard Net Change . 5-36 Position Standard Net Change . 5-37 Requisition Standard Merge . 5-37 User Standard Net Change . 5-40 Advanced Queries Introduction . 6-1 Inserting Complex Queries . 6-2 Examples . 6-3 Between . 6-3 Case (Switch by criterion) . 6-3 Case (Switch by value) . 6-4 Concatenate . 6-5 Connect By . 6-5 Count . 6-6 dbms lob.getlength . 6-6 dbms lob.instr . 6-7 dbms lob.substr . 6-7 User Guide Taleo Connect Client 7.5 v

Decode . 6-8 Distinct . 6-9 Dual . 6-9 Exists / Not Exists . 6-9 Greater Than . 6-11 Group By . 6-11 Having . 6-12 In . 6-13 Inner Join . 6-14 Intersect . 6-15 Less Than . 6-16 Like . 6-16 Minus . 6-17 NVL . 6-18 Or . 6-18 Order By . 6-19 Outer Join . 6-20 Rownum . 6-20 SubString . 6-21 ToChar . 6-21 Trim . 6-22 Truncate . 6-22 Union . 6-23 Union All . 6-24 Other Custom Functions . 6-25 Custom Function Example . 6-25 Oracle Reserved Words . 6-26 Appendices Appendix A . 7-1 Volume Limits . 7-1 Appendix B . 7-3 TCC Errors . 7-3 Appendix C . 7-5 Language List . 7-5 Industry Codes . 7-6 Appendix D . 7-8 Compatibility . 7-8 Migration . 7-8 Appendix E . 7-11 Data Confidentiality . 7-11 User Authentication . 7-11 Stored Passwords . 7-12 Specifying Integration Password . 7-13 Override ENCRYPTED PASSWORD . 7-13 User Guide Taleo Connect Client 7.5 vi

HTTP Proxy . 7-14 Encrypting Proxy Password . 7-15 Microsoft NTLM V1 Support . 7-15 Data at Rest . 7-16 TCC Plug-ins Security . 7-16 User Guide Taleo Connect Client 7.5 vii

BP(A S) Introduction Taleo Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Taleo Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Introduction Taleo Connect Taleo Connect Taleo Connect Server The Taleo Connect Server is the server-side portion of the Taleo Connect Platform embedded within the Taleo products. It enables the products to expose their integration offering through a secure gateway using system-to-system type messages. The Taleo Connect Server export feature allows access to the Taleo product's dictionary and its import feature accepts instructions to invoke service operations. The Taleo Connect Server only accepts messages in the proprietary T-XML format wrapped in a standard SOAP envelope with Taleo extensions (named T-SOAP). Taleo Connect Client Taleo Connect Client is the client-side portion of the Taleo Connect Platform that resides in the customer's environment. It enables customers to build and execute their own integration processes. Development Environment The development environment is user-friendly and professional. It allows the design and configuration of simple to complex integration scenarios. The TCC design and configuration environment is built with the powerful and extensible Rich Client Platform (RCP) from the Eclipse foundation. RCP is the standard for Java client user interface development offering a professional grade experience to the end user. All the user tasks are either wizard driven or based on natural client application behavior such as drop-down menus and drag-and-drop functionality. Integration Engine The integration engine is powerful and flexible. It can communicate with the Taleo environment using multiple file formats. TCC communicates with Taleo products using proprietary Taleo message formats that are based on industry standards such as XML, SOAP, and WS-Addressing. It also supports custom message formats through client-side or server-side transformations since customer systems usually only support their own formats. TCC shields the complexity of the asynchronous integration process from the customer and provides a synchronous-like behavior that can integrate into other business processes. Documentation There are several documents available for Taleo Connect Client (TCC). Each addresses a particular need and audience. The documentation is available on the Taleo Connect Client Download Web Site at http:// taleoconnect.taleo.com. You must contact Taleo Customer Support by phone 1.888.561.5665, or by logging a Web Support incident: 1. To obtain a user name and password to access the Web Site. 2. To obtain the password to install the TCC software. User Guide Taleo Connect Client 7.5 1-1

Introduction Taleo Connect User guide This document offers a high-level overview of TCC and an in-depth look at the functional concepts involved in creating and executing integration processes. It is addressed to anyone interested in working with TCC and should be considered mandatory reading before installing or using the product. Online help The online help included with TCC details all aspects of the application. Each perspective, editor, view, and preference is documented. All of the regular features of online help are offered: table of contents, searching, and bookmarks. As well, most of the product features support contextual help by using the special Help view. Training presentation This document offers a hands-on and sequential approach to describing TCC. The training presentation covers the features most likely needed in standard integration processes. Data Dictionaries A data dictionary is the complete reference for the data model and services of a given Taleo Product. The data model consists of entities with fields and relations between other entities. Entities represent the information stored in the application. The services expose callable methods that allow you to access the data model entities from a client application. There are many data dictionaries available on the Taleo Connect Client Download site that you can download and refer to, in order to build your TCC integrations, namely: Taleo Enterprise SmartOrg Data Dictionary: for Organizations, Locations, Job Fields, Users, etc. Taleo Enterprise Professional Data Dictionary: for Departments, Job Templates, Requisitions, Positions, Candidates, LUDS, CSW, New Hires, etc. Taleo Enterprise Performance Management Data Dictionary: for Employees, Employee Goals, etc. Release Notes The Release Notes documents contain a comprehensive description of the new features that are offered by a Service Pack. For each feature, the information is presented as follows: Feature description: a brief presentation of the feature. Key benefits: benefits of implementing the feature. Things to consider: constraints related to the feature (for example, things that the feature will not accomplish). How to use the feature: how the feature works. User Guide Taleo Connect Client 7.5 1-2

Introduction Taleo Users Taleo Users Taleo Enterprise Edition Taleo Integration Users must be created with a System Integrator role. Refer to your SmartOrg Administrator Manual for user creation details. Taleo recommends the creation of different users for production and staging zones. Use the staging zone user account for integration development and testing. Use the production zone account to go live in production with your integrations. Taleo Business Edition To access the Taleo Business Edition integration offering using Taleo Connect Client, an administrator user account must be used. Only TBE customers with the premium service level can access the integration offering. Taleo Business Edition customers do not have their own domain name as is the case with the Taleo Enterprise Edition (i.e. http://acme.taleo.net). Instead, TBE users use a common web site and logon with a company code. User Guide Taleo Connect Client 7.5 1-3

BP(A S) Installation Files and Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 In Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 In Unix/Linux .

User Guide Taleo Connect Client 7.5 1-1 Introduction Taleo Connect Taleo Connect Taleo Connect Server The Taleo Connect Server is the server-side portion of the Taleo Connect Platform embedded within the Taleo products. It enables the products to expose their integration offering through a secure gateway using system-to-system type messages.

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Taleo Connect Client Taleo Connect Client (TCC) is the client-side portion of the Taleo Connect Platform that resides in the customer's environment. It enables customers to build and execute their own integration processes. Development Environment The development environment is File Size: 2MBPage Count: 223

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integrates the two best of breed solutions in the industry. The integration enables the exchange of work structure, candidate and worker data between Fusion HCM and Taleo Recruiting. The integration solution presents both Fusion and Taleo customers the unique opportunity to leverage the Fusion HCM system of record with the Taleo Recruiting .

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