| 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. |
HelloID target connector for ProActive. This target connector uses a SQLite database as the intermediate step for the actual export to CSV. The new persons are placed in this database and possibly updated if required. When a person no longer gets access to ProActive, the persons are also deleted from this database.
To finally send the persons to ProActive, a Service Automation task is running from a schedule and creates an export in CSV with the required data to create, manage or delete the accounts in ProActive. A secondary 'roles' table will be filed with all contracts incondition for setting permissions in Spendcloud. Roles should match 1-1 in both systems for this to work.
The fields that are exported are "voornamen, tussenvoegsel, achternaam, gebruikersnaam, email".
A CSV import job has to be created in ProActive for this connector to work.
| Action | Action(s) Performed | Comment |
|---|---|---|
| create.ps1 | Create or correlate Spendcloud DB row | Create or correlates an row in the database & updates roles table. If correlateion is configured, the update will be processed |
| update.ps1 | Update Spendcloud DB row | Update DB row, removes and re-sets roles. |
| delete.ps1 | Archive Spendcloud DB row | Removes the DB row. |
- This connector requires an On-Premise HelloID Agent
- Using the HelloID On-Premises agent, Windows PowerShell 5.1 must be installed.
- Installation of SQLite must be done on the On-Premise server which runs the HellloID Agent
- Installation of SQLite can be done by running the install.ps1 script (must be ran as admin).
The following custom connector settings are available and required:
| Setting | Description |
|---|---|
| SQLITE DATABASE FILE | The SQLite database file on the On-Premise server. Please fill the complete path (e.g. "D:\HelloID\SQLite\Database\ProActive.db") |
| VERBOSE LOGGING | Enable or Disable the Verbose logging of the script |
The mandatory and recommended field mapping is listed below. Some fields are required by Spendcloud and are set on creating an account. When an update is triggered, the required/immutable fields are set to the existing values from the existing user.
Mapping file added in repository
The connector is created for Windows PowerShell 5.1. This means that the connector can not be executed in the cloud and requires an On-Premises installation of the HelloID Agent.
Older versions of Windows PowerShell are not supported.
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 "externalId".
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
The official HelloID documentation can be found at: https://docs.helloid.com/