Basic LearnCenter User Integration Batch File Processing

Transcription

1 Basic LearnCenter User Integratin Batch File Prcessing The Basic User Integratin is designed t manage the rganizatinal changes cmpanies are cmmnly faced with n a daily basis. Withut this basic type f integratin, maintaining these everyday emplyee transitins wuld require manual administrative prcesses and daily mnitring f bth systems t keep the LearnCenter up t date. With the pre-defined data that yu supply, the integratin will: Additin, Mdificatin and Remval f LearnCenter Users (1 data file, 1 User Ppulatin, 1 rt LearnCenter r 1 sub-learncenters) Identify New Hires and add New Users. Update Users if the emplyee infrmatin changes (examples: Jb Title r Department). Expire users when the emplyee has been terminated s they n lnger have LearnCenter access (all histry remains in the LearnCenter). Initial User Data lad int a UAT (User Acceptance Testing) site fr Custmer testing and verificatin f the user integratin prir t the applicatin being installed t the prductin LearnCenter. Supervisr Management: Identify Supervisrs, assign them t emplyees and reassign new Supervisrs, assign Supervisr Permissins: A netime creatin f a Supervisr Template with permissins is all that is required f the Learn Center Administratr s the Integratin can autmate this LearnCenter feature. Grup Management Organize Users by All Users, All Supervisrs, and ne additinal grup based n Department. Up t 3 custm Custmer defined grups with 1 level f Dynamic sub-grups, using up t 3 fields in the prvided data file. All Users Grup Includes all users in the LearnCenter regardless f user status. All Supervisrs Includes all users that are LearnCenter Supervisrs where a Supervisr is defined as any users with at least ne Subrdinate. Grup Created frm the Data Field Grup This wuld create a tp level grup named Department and 1 st level sub grup named with fr any value that is fund in the Department field in the data file.

2 Example: The Integratin applicatin will be designed t run up t nce daily during fff business hurs Eastern Standard Time. The fields that will be brught int the LearnCenter are defined belw are expected by includes the rder in which they appear in the data file and hw they are named: 1. Username 2. Last Name 3. First Name Jb Title 6. Department 7. Lcatin 8. Supervisr ID 9. Grup 10. Hire Date the integratin, this The surce data frm system f recrd will be in a tab delimited frmat. Supervisr Management: Identify Supervisrs, assign them t emplyees and reassign new Supervisrs, assign Supervisr Permissins: A netimee creatin f a Supervisr Template with permissins is all that is required f the Learn Center Administratr s the Integratin can autmate this LearnCenter feature.

3 Assigning Users t Jb Prfiles based n Jb Title: Based n a field in the data file, the User will be assigned t a preexisting jb prfile. If a change is determined, the integratin will remve frm the ld Jb Prfile and assign t a new prfile. Jb Prfiles will be assigned based n the Jb Title field. Jb Titles will be in a data clumn f the daily data file. The Jb Prfiles will be created and maintained by the Custmer. If the Jb Prfile name in the LearnCenter des nt match a Jb Title frm the data file a Jb Prfile will nt be assigned The Jb Prfile initial assignment and updates will be triggered by the Jb Prfile existing in the LearnCenter that matches the Jb Title at the time the new user accunt is created r when the users Jb Title changes. If the Jb Prfile des nt exist in the LearnCenter based n the trigger (Jb Title) when the new user accunt is created integratin will refer t a custm user demgraphic field Assigned Jb Prfile each time the integratin runs t see if a Jb Prfile is assigned. If the Assigned Jb Prfile is blank <null> the integratin will check each time it runs t see if there is a Jb Prfile that matches the Jb Title. When the integratin finds a Jb Prfile that matches the jb Title it will assign the Jb Prfile and update the Assigned Jb Prfile field with the name f the Jb Prfile. When a users Jb Title changes they will be remved frm the current Jb Prfile and assigned a new Jb Prfile based n the new Jb Title. When a user accunt is terminated the user will be remved frm the Jb Prfile Integratin Flag: Used t select which user accunts t have the integratin manage and which user accunts are t be ignred by the integratin. A custm user demgraphic field called Integratin Flag will be added t the LearnCenter by the Custmer The custm field will be used t set manually created user accunts r t set specific user accunts t be ignred (Nt Managed) by the integratin. The integratin will manage the field as fllws: Yes - Default value set by the integratin fr all new accunt created by the integratin, the user is managed by the User Integratin applicatin.

4 N The integratin will ignre the user accunt (user is managed by the LearnCenter administratrs), then the User Accunt will be ignred by the integratin and n updates will be perfrmed. N value r <null> - The integratin will ignre the user accunt and will nt perfrm any updates. Use f a secure (SSL encrypted) ftp site The Integratin applicatin will be designed t run up t nce daily during ff business hurs Eastern Standard Time. Mdificatins t the predefined user integratin can nly be cnsidered after the user integratin has been implemented t the Custmer s prductin LearnCenter and will require a SOW (Statement f Wrk) t cver the develpment time and cst. Excludes: Managing Membership f mre than 1 User ppulatin in Multiple sub-learncenters Managing User data frm mre than 1 data file Managing creatin f Develpment Plans Assigning/Mapping Develpment Plans Assigning Assessments Assigning Enrllments Assigning User Rles Assigning Skills Assigning Certificatin Tracks Autmating functinality fr Self-Registered Users Autmating Assignments based upn Assessment, Skill, Curse r Certificatin Track cmpletin Custm ntificatins (Users r Administratrs) Cmplex gruping (using additinal fields and/r files) Cmplex Supervisr Relatinships (multiple Supervisrs r Supervisrs lk-ups) Additinal encrypting f Custmer data file Any file ther than flat text file (Excel wrksheet, Access database, Wrd dcument, etc) Any data extractin frm LearnCenter Custmer data clean-up Integratin Develpment will include the fllwing phases and deliverables: Discvery/Scping and Design Phase Discvery discussin sessins Requirements dcumentatin

5 Requirements sign-ff Integratin Design/Mapping Dcument(s) creatin Integratin Design Dcument sign-ff Develpment Phase Custm Integratin Develpment Unit Testing (Tale) Up t 5 test runs f integratin against a cpy f the Custmer database Dcumentatin f changes made t the file befre each run Spt checking recrds against the Testing parameters defined in the Integratin Design Dcument Quality Assurance (Tale) User Acceptance Testing Phase Testing f Integratin in a distinct User Acceptance Testing (UAT) envirnment that is an exact cpy f Custmer s Prductin envirnment. Testing envirnment (distinct URL) t be available t the Custmer fr up t 30 days frm the day the integratin is first run in the UAT envirnment Tale-side testing will cnsist f a randm sampling f Custmer data fr verificatin. Custmer User Acceptance Test script develpment and executin are the sle respnsibility f the Custmer Refinement f integratin script t ensure requirements captured in the Integratin Design Dcument are being met. New requirements intrduced during this phase will be cnsidered enhancements and will be charged n a time and materials basis A Maximum f three iteratins f running the integratin script in test envirnment. This translates t the initial integratin test run and a maximum f 2 refreshes f the envirnment t supprt Custmer-side User Acceptance Testing Custmer sign-ff n Testing Phase. Migratin Phase Migratin and scheduling f Integratin in Prductin LearnCenter envirnment Custmer sign-ff n prject cmpletin