One Batch From Nightguide Will Be Uploaded Tonight
Introduction
SuccessFactors Employee Contour provides self-service functions and Information regarding the Hour principal data. Employee Profile offers a Basic organizational nautical chart and an employee directory, which tin be made available to the employees via the spider web and mobile applications.
The Profile may contain attachments like Certificates, Pay slips, Appraisal Letters, Bonus Messages, Alert Letters, Identity proofs like National ID, passport, marriage certificates, Work visa, etc. for private employees. If these documents need to be uploaded for a few employees, then information technology can be added to the contour straight. For a large number of employees, it tin can simply exist imported via backend chore.
Prerequisites
- SFTP Credentials and Provisioning System Credentials
- Attachments that need to be Uploaded
Batch Upload of Documents
SuccessFactors Back up Squad with Provisioning System access will run the job in the backend of the case to batch upload a list of attachments to the Employee Contour. The Files must be zipped and imported together with a .csv file that maps the attachment names to the ID of the employee. The zipped file volition be uploaded to SFTP Server.
Attachment Block/Section in Employee Profile
The Attachments Block or Section tin can be added to the Employee profile using Configure People Profile. The existing attachments can be replaced with new attachments or new attachments can exist incrementally added to the profile.
Preparing a Cypher File
In SuccessFactors, get to Admin Heart > Export Extended User Information > Select "Background Data". Check the Export Selected Background Information and select the portlet for which the attachment must be imported. Click on Export Template.
Uploading of Bonus Alphabetic character is considered as an example to explicate the process in this web log. Using the header provided in the Export Template is recommended.
This is example .csv file header,
UserId – The UserId of the corresponding employee
AssignmentId – Same value equally UserId
Documents – stands for the portlet's name in the XML lawmaking of the example. It should have same value as header in all the entries
DocName – Name of the Document
attachment – Information technology is used to add the filename, the mapping is made betwixt the UserId → filename.
date – appointment to be displayed in portlet in Employee Contour
warningType – Blazon of the Document
The .csv file for Bonus Alphabetic character Upload will look like this,
Ensure that the attachments are uploaded to the Active Users simply. If the user is non present in the case or Inactive, the job will show the error message as "The userId is invalid, unknown, or unauthorized".
One time the .csv file and the attachments that should be imported are all nowadays in the same folder, select all files in the folder and zip them. Please ensure that the zipper files take No Subfolder in the Zipped File.
The arrangement does not support the use of Non-ASCII Characters (Special Characters) for attachments import, so if any such characters are included in the name of the files being imported or in the .csv mapping file, the import will fail.
Brand sure that the Zipped file can be unzipped before uploading it to the SFTP server. If the file cannot be unzipped, and then there may exist errors in the compression of the files and the import will not be possible and cannot exist able to retrieve the content inside the zipped file.
Uploading to SFTP Server
Login to SFTP Server with the Credentials provided and Create a New Folder in the SFTP Server.
Upload or Drag and Drop the created Zip File into the Created Folder in SFTP Server.
Brand sure to have a complete backup (Export Background Information) of Attachments of all the employees before proceeding with the import. Currently, there is no choice to restore the deleted data.
Configuration in Provisioning System
Login to the Provisioning System using the Credentials and Select the Visitor. Select Create New Job in Manage Scheduled Jobs. Enter the Job Proper noun and Job Owner. The Job Possessor will be authenticating all submitted jobs. They will also be the default user to receive E-mail notifications regarding the Chore. If the Task Owner does non take enough permission, the task might fail with mistake, "The user ID is invalid, unknown, or unauthorized". Select " Alive Profile Import" equally Job Type.
In Job Parameters, Select Groundwork Information. Check "Upload Attachments along with Information". If "Import by incrementally adding data" option is selected, every data in the import file will be added to the profile. It does not overwrite the existing information in the Employee Profile. If "Import past overwriting existing data" pick is selected, information technology will upload files by replacing existing data with attachments in the import file.
In the adjacent section, Check "SF hosted SFTP server". Enter the Host Address of the SFTP Server, FTP Login and enter the FTP Password. Check the "SFTP Protocol". Click on "Test Connection" and "Test File Put Permission".
In the adjacent department,
File Path – Name of binder in SFTP Server
File Proper name – Name of the Zip File uploaded in the SFTP folder
File Encryption – None
As the Bonus Letter is uploaded equally Batches, the Occurrence can exist gear up as In one case. Add Additional Email Recipients and Cheque "Send Email when job starts".
Click on Create Job, Submit the Job and Run the Job. Yous can see the progress in Monitor Jobs. Brand sure the Job is running for but 1 time for each batch, otherwise duplicate data will be added in the People Profile. The Removal of duplicate Attachments where there are lots of Employee records are maintained is very tedious.
Conclusion
Past following the steps provided in this blog, importing of Attachments in the Employee Profile can be executed. I hope that the Blog mail has been useful for the understanding of 'Live Contour Import' and Batch upload of documents in employee Profile. Suggestions and ideas are welcomed.
References and Support Articles
- 3044333– Error when importing data from nada using Live Profile Import chore
- 2087993– SFTP: Automating Information Imports & Exports via a Scheduler in SuccessFactors
- 2884845– Live Profile Export (Including Attachments) – Employee Profile
- 2218874 – Upload of attachments to Employee Profile – SAP Employee Profile
- 2212605– Understanding and using the generic sections – Scheduled Job setup – Partner & Back up
- 2415773 – How to Remove Specific Attachments from Background Portlets – Employee Profile
- 2790234 – Delete Indistinguishable Background Data
Source: https://blogs.sap.com/2022/02/07/batch-upload-of-documents-using-live-profile-import-successfactors-employee-profile/
0 Response to "One Batch From Nightguide Will Be Uploaded Tonight"
Post a Comment