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Use OnLink to synchronize employee and HR data with JSM Assets

https://www.loom.com/share/c6eca177260e41ceb7f98f848fa7925b

Getting Started

Here’s a getting started guide that walks you through the setup of OnLink for synchronizing HR data with JSM Assets.

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  1. Click on Assets and click on the schema you want to import data into. Then click on Schema configuration . Then click on Import, -> Import -> Create Import and then select OnLink Importer. Give the Import a name and click on Create Import.

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  2. Click on the three dots and select Configure app, then set a name in the Configure mapping attributes popup. Click on Save configuration.

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  3. Then click again on Configure app to get a link (“to edit config use this link apps“) to the app where rest of the mapping needs to be setup. Click on the link to go to the OnLink app configuration.

  4. Now go to OnLink app, you should see a new configuration there. Select Edit in the drop down. Here you can select the Source system and rest of the configuration you just created. Select Source system (limited to Workday Custom Reports for now). Select the Report name (username and report name combination e.g. lmcniel/employee_data).

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Mapping Configuration

  1. Schema is pre-selected in OnLink and is set to the schema you selected in step 1. Set object type to the specific object you want to map to. Then map field level attributes (Custom Report source data field appears is on the left side and Schema the object attribute appears on the right side). Use “map” prefix for field mapping and “key” prefix for a unique identifier that will be used to identify objects for update purposes. Here are a couple of examples:

  2. Sample maps

    1. key:Worker_ID=WorkerID - sets Worker_ID (from source system) as the unique identifier, WorkerID (without the underscore) is the object attribute

    2. map:First_Name=Firstname


    Last
    1. - maps First_Name

    =Lastname
    Title=Title
    Email=Email
    Manager=Manager
    HireDate=HireDate
    DepartmentRef=DepartmentRef
    1. from source to Firstname object attribute

    2. map:DepartmentRef=Department|RefID=${DepartmentRef}


    Location=Location
    Worker_ID=WorkerID
    1. - maps DepartmentRef (field in source data) to Department (an attribute in the schema that is of type Department object), the string following pipe specifies the AQL to lookup department. RefId is the key on the Department object. ${DepartmentRef} is the lookup value.

  3. To map references to other schema attributes, you can specify AQL after the pipe symbol as shown above for mapping DepartmentRef. DepartmentRefID is the value coming from Workday custom report. DepartmentRef is the attribute in schema pointing to Department object. RefID is the attribute on Department object. Here’s an example object definition - you can see support for User, Object and other types:

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  4. To

test, go back to Schema configuration in Assets. Then click on Import Data.
  1. map multiple values (cardinality > 1), use any of these options:

    1. If incoming Json field is of type string array, then add this line map:DeptSrc=Department|Name=${DeptSrc) - the assumption in this case is that "DeptSrc" is an array object in the incoming Json data.

    2. If incoming Json field is of type object array, then add this line map:OrgData=CostCenter|Name=${OrgData}|arrayElement=CostCenterName - the assumption in this case is that “OrgData” is an object array in the incoming Json data, with a child element “CostCenterName”

    3. map:incomingJsonValues=objAttr|arraySeparator=~ This tells OnLink that the json value has multiple values, each separated by a ~. You can also reference another object: two: map:DeptSrc=Department|Name=${DeptSrc)|arraySeparator=~

  2. Other mapping examples:

    1. map:Uptime=values.0_where_operatingSystem/name_eq_Uptime - where operatingSystem is an array object with name and values (array object) child elements. Gets first instance of values where name is Uptime.

    2. map:DiskText=sizeMegabytes_where_storage/device_eq_any - storage is an array object with device and sizeMegabytes as child elements. Gets first sizeMegabytes value.

  3. OnLink processes data in two steps - Get Data and Import Data. To manually test, you can click on Get Data first and then wait until you see “No more pending records. Data will be imported on next Import run.” message in Job Logs. Then, click on Import. Production runs are fully automated based on the schedule you choose.

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Videos

OnLink helps synchronize HR and employee data. Here’s a quick demo that shows how OnLink can be used to synchronize Workday HR data with JSM Assets.

https://www.loom.com/share/c6eca177260e41ceb7f98f848fa7925b

This is an update video showing how to map and test data imports.

https://www.loom.com/share/879dbfb4f5aa4f259e2c953e78810926

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