Taleo Integration Taleo Connect Client User Guide

Transcription

Taleo IntegrationTaleo Connect ClientUser GuideFeature Pack 11AMay 23, 2011

Confidential Information and NoticesConfidential InformationThe recipient of this document (hereafter referred to as "the recipient") agrees that the Confidential Informationdisclosed herein by Taleo shall be retained in confidence by the recipient, and its respective employees, affiliatesand/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 inprocess, business plan, sales, suppliers, customer, employee, investor or business information contained in adocument, whether in written, graphic, or electronic form; or2. Any document, diagram, or drawing which is either conspicuously marked as "Confidential", known orreasonably known by the other party to be confidential, or is of a proprietary nature, and is learned or disclosedin 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 reproducedand used by the Government with the express limitation that they will not, without written permission of theContractor, be used for purposes of manufacture nor disclosed outside the Government; except that theGovernment may disclose these data outside the Government for the following purposes, if any; provided thatthe 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 GuideTaleo Connect Client 11Aii

Table of ContentsConfidential Information and Notices. iiIntroductionTaleo Connect. 2Taleo Connect Server.2Taleo Connect Client. 2Taleo Connect Users.2Documentation. 3InstallationFiles and Folders.5File Names.5Folder Structure. 6In Windows. 7Installing TCC in Windows. 7Testing TCC in Windows.8Upgrading TCC in Windows. 9In Unix/Linux. 10Installing TCC in Unix/Linux. 10Testing TCC in Unix/Linux. 10Upgrading TCC in Unix/Linux.11DescriptionTaleo Connect Client Basics. 13Ping Dialog. 13Eclipse RCP Framework. 14TCC Menu Bar. 14Design Perspective. 16Outline View.16User GuideTaleo Connect Client 11Aiii

Entity View. 16Feature Pack View. 17Log View. 20Diagnostic View. 20Jobs View. 20Documentation View. 20Default Configuration Board. 21Board Editor. 21Creating Endpoints. 23Creating Symbols.24Import. 25Import Editor. 25General Tab. 25Columns Tab.27Processing Instructions Tab. 30Creating a New Import File. 31Saving a New Import File.33Opening an Existing Import File.33Building an Import Specification. 33Creating a CSV File. 33Changing Default CSV Editor.33Export.35Export Editor. 35General Tab. 35Projections Tab. 37Filters Tab. 39Sorting Tab. 40Advanced Tab.41Creating a New Export File. 42Saving a New Export File. 43Opening an Existing Export File.43Building an Export Specification.43Configuration.45Configuration Editor. 45General Tab. 46Monitoring Tab. 47Alerting Tab. 49Pre-processing Tab.50Send Tab. 56Poll Tab.58Retrieve Tab. 59Post-processing Tab. 61Board Tab. 66Creating a New Configuration File. 66Saving a New Configuration File.66Opening an Existing Configuration File.67Executing a Configuration. 67Runtime.68Runtime Perspective.68Monitoring a Workflow. 69Console. 70Console Perspective. 70Creating a Console Profile. 73Saving a Console Profile.73Command Line. 74Script Execution. 74Scheduling Tasks.74Scheduling in Windows. 75Execution from Java. 75User GuideTaleo Connect Client 11Aiv

Getting StartedStarting.78The Objective.78Creating Starter Folder. 78Creating Curriculum Vitae. 79Starting Taleo Connect Client. 79Importing. 80Creating Import Specification. 80Defining Import Specification.80Saving Import Specification. 82Creating Candidate CSV File. 82Creating Import Configuration. 82Defining Import Configuration.83Saving Import Configuration. 84Executing Import Configuration. 84Exporting. 85Creating Export Specification. 85Defining Export Specification.85Saving Export Specification.86Creating Export Configuration. 86Defining Export Configuration.86Saving Export Configuration.87Executing Export Configuration. 87Using TCCHierarchical Entities. 90Hierarchical Entities. 90Finding Root Code.92Creating an Organization.94Updating an Organization.96Modifying an Organization.98Moving an Organization.99Deleting an Organization. 101Multi-lingual Fields. 104Exporting Language Codes. 104Filters. 107Last Run Date. 107Setting Last Run Date. 107Strip Non Numeric Characters. 107Filtering vs ProjectionFiltering. 108Collections.109Removing Element From Collection. 109Templates. 110Best Practice Templates.110Candidate Standard Net Change. 110Candidate Standard Export. 111Department Standard Net Change.111JobField Standard Net Change. 112JobTemplate Standard Net Change.113Location Standard Net Change. 114LUDS Standard Net Change. 114Organization Standard Net Change. 115Position Standard Net Change.116Requisition Standard Merge. 116User Standard Net Change. 118User GuideTaleo Connect Client 11Av

Advanced QueriesIntroduction. 121Inserting Complex Queries.122Examples. 123Between. 123Case (Switch by criterion). 123Case (Switch by value). 124Concatenate. 124Connect By. 125Count.125dbms lob.getlength. 125dbms lob.instr. 126dbms lob.substr. 126Decode. 127Distinct.127Dual. 128Exists / Not Exists.128Greater Than.129Group By.129Having. 130In. 131Inner Join. 132Intersect.132Less Than. 133Like.134Minus.134NVL. 135Or. 135Order By. 136Outer Join. 136Rownum. 137SubString.137ToChar. 138Trim. 138Truncate. 139Union. 139Union All. 140Other Custom Functions.141Custom Function Example. 141Oracle Reserved Words. 142SecurityData Confidentiality.146User Authentication. 147Stored Passwords.148Specifying Integration Password. 149Override ENCRYPTED PASSWORD. 150Encrypting Proxy Password. 151HTTP Proxy. 152Encrypting Proxy Password. 153Microsoft NTLM V1 Support.154Data at Rest. 155TCC Plug-ins Security. 156AppendicesAppendix A. 158User GuideTaleo Connect Client 11Avi

Volume Limits. 158Appendix B. 161TCC Errors.161Appendix C. 163Compatibility.163Migration.163User GuideTaleo Connect Client 11Avii

User GuideTaleo Connect Client 11Aviii

Introduction Taleo Connect.2

IntroductionTaleo ConnectTaleo ConnectTaleo Connect ServerThe Taleo Connect Server is the server-side portion of the Taleo Connect Platform embedded within the Taleoproducts. It enables the products to expose their integration offering through a secure gateway using system-tosystem type messages. The Taleo Connect Server export feature allows access to the Taleo product's dictionaryand its import feature accepts instructions to invoke service operations. The Taleo Connect Server only acceptsmessages in the proprietary T-XML format wrapped in a standard SOAP envelope with Taleo extensions (namedT-SOAP).Taleo Connect ClientTaleo Connect Client is the client-side portion of the Taleo Connect Platform that resides in the customer'senvironment. It enables customers to build and execute their own integration processes.Development EnvironmentThe development environment is user-friendly and professional. It allows the design and configuration of simple tocomplex 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 aprofessional grade experience to the end user.All the user tasks are either wizard driven or based on natural client application behavior such as drop-downmenus and drag-and-drop functionality.Integration EngineThe integration engine is powerful and flexible. It can communicate with the Taleo environment using multiple fileformats.TCC communicates with Taleo products using proprietary Taleo message formats that are based on industrystandards such as XML, SOAP, and WS-Addressing. It also supports custom message formats through client-sideor 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 asynchronous-like behavior that can integrate into other business processes.Taleo Connect UsersTaleo Integration Users must be created with a System Integrator role. Refer to your SmartOrg AdministratorManual for user creation details.Taleo recommends the creation of different users for production and staging zones. Use the staging zone useraccount for integration development and testing. Use the production zone account to go live in production withyour integrations.User GuideTaleo Connect Client 11A2

IntroductionTaleo ConnectDocumentationThe Taleo Connect Client (TCC) documentation is available on the Content Tab of the Customer Support Portal.User GuideThis document offers a high-level overview of TCC and an in-depth look at the functional concepts involved increating and executing

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