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https://github.com/tools4everbv/helloid-conn-prov-target-plancare
PlanCare SQL - Target
https://github.com/tools4everbv/helloid-conn-prov-target-plancare
ehr hms provisioning target
Last synced: 3 days ago
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PlanCare SQL - Target
- Host: GitHub
- URL: https://github.com/tools4everbv/helloid-conn-prov-target-plancare
- Owner: Tools4everBV
- Created: 2020-10-21T18:34:29.000Z (about 4 years ago)
- Default Branch: main
- Last Pushed: 2024-01-15T14:06:36.000Z (10 months ago)
- Last Synced: 2024-01-15T18:23:22.826Z (10 months ago)
- Topics: ehr, hms, provisioning, target
- Language: PowerShell
- Homepage:
- Size: 85 KB
- Stars: 0
- Watchers: 4
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
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README
# HelloID-Conn-Prov-Target-PlanCare
| :information_source: 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. |
## PlanCare SQL Dump connector
The powershell actions this script executes are resource intensive. Please make sure you configure the server accordingly.
## Plancare
The Plancare connector is a full export connector to two database tables: 'Implementation.HRM\_Import\_Medewerker' and 'Implementation.HRM\_Import\_Dienstverband'.
It can also be used to export the data to the staging and test environments, which perform the same actions, but on different databases.
## Getting started
### Connector settings
The following custom connector settings are available and required:
| Setting | Description |
| ------------ | ----------- |
| SQL Server/Instance | The server / instance where the plancare database resides |
| Database | The PlanCare database name |
### Prerequisites
- This connector requires an On-Premise HelloID Agent
- Using the HelloID On-Premises agent, Windows PowerShell 5.1 must be installed.
- Additional configuration is required in PlanCare. This is usually done by a PlanCare consultant.
### Supported PowerShell versions
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.
## Business Logic
The following business logic is configured in the default connector
### HR Data
- All persons with an employment contract that starts in 31 days are included in the report.
- All persons with active employment are included.
- All persons who have been inactive for a maximum of 30 days are included.
- The functions and departments are linked to the employment contracts.
### AD Data
- Only the AD accounts with a entered email address are included.
- Only the attributes sAMAccountName, mail and employeeId are retrieved.
- This data is based on the value in the 'employeeId' linked to the HR data. Only the linked data (common) is used.
### Database and export
- The databases are exported before each export.
- An addition or removal of a person or an employment will be audited.
## Custom source fields used in this connector
### Person.Custom.PlanCareAchternaam
```javascript
function getDisplayName() {
let initials = source.voorletters_P00303;
let firstName = source.roepnaam_P01003;
let middleName = source.voorvoegsels_P00302;
let lastName = source.geboortenaam_P00301;
let middleNamePartner = source.voorvoegsels_P00391;
let lastNamePartner = source.geboortenaam_P00390;
let nameFormatted = "";
switch(source.gebruikAchternaam_P00304) {
case "E":
nameFormatted = lastName;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
case "P":
nameFormatted = lastNamePartner;
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
break;
case "C":
nameFormatted = lastName + '-';
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + middleNamePartner + ' ' }
nameFormatted = nameFormatted + lastNamePartner;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
case "B":
nameFormatted = lastNamePartner + '-';
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + middleName + ' ' }
nameFormatted = nameFormatted + lastName;
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
break;
default:
nameFormatted = lastName;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
}
const displayName = nameFormatted.trim();
return displayName;
}
getDisplayName();
```
### Person.Custom.PlanCareAchternaamInitVoorvoegselVoornaam
```javascript
function getDisplayName() {
let initials = source.voorletters_P00303;
let firstName = source.roepnaam_P01003;
let middleName = source.voorvoegsels_P00302;
let lastName = source.geboortenaam_P00301;
let middleNamePartner = source.voorvoegsels_P00391;
let lastNamePartner = source.geboortenaam_P00390;
let nameFormatted = "";
switch(source.gebruikAchternaam_P00304) {
case "E":
nameFormatted = lastName;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
case "P":
nameFormatted = lastNamePartner;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
break;
case "C":
nameFormatted = lastName + '-';
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + middleNamePartner + ' ' }
nameFormatted = nameFormatted + lastNamePartner;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
case "B":
nameFormatted = lastNamePartner + '-';
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + middleName + ' ' }
nameFormatted = nameFormatted + lastName;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
break;
default:
nameFormatted = lastName;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
}
nameFormatted = nameFormatted + ' ' + firstName;
const displayName = nameFormatted.trim();
return displayName;
}
getDisplayName();
```
### Person.Custom.PlanCareGebruikNaam
```javascript
function getValue() {
if(source.gebruikAchternaam_P00304 == "P") {
return "Geb. naam partner";
}
if(source.gebruikAchternaam_P00304 == "E") {
return "Geboortenaam";
}
if(source.gebruikAchternaam_P00304 == "B") {
return "Geb. naam partner + Geboortenaam";
}
if(source.gebruikAchternaam_P00304 == "C") {
return "Geboortenaam + Geb. naam partner", "Geboortenaam";
}
}
getValue();
```
### Person.Custom.PlanCareNaamVolledig
```javascript
function getDisplayName() {
let initials = source.voorletters_P00303;
let firstName = source.roepnaam_P01003;
let middleName = source.voorvoegsels_P00302;
let lastName = source.geboortenaam_P00301;
let middleNamePartner = source.voorvoegsels_P00391;
let lastNamePartner = source.geboortenaam_P00390;
let nameFormatted = "";
switch(source.gebruikAchternaam_P00304) {
case "E":
nameFormatted = lastName;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
case "P":
nameFormatted = lastNamePartner;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
break;
case "C":
nameFormatted = lastName + '-';
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + middleNamePartner + ' ' }
nameFormatted = nameFormatted + lastNamePartner;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
case "B":
nameFormatted = lastNamePartner + '-';
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + middleName + ' ' }
nameFormatted = nameFormatted + lastName;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
break;
default:
nameFormatted = lastName;
nameFormatted = nameFormatted + ' ' + initials;
if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
break;
}
nameFormatted = nameFormatted;
const displayName = nameFormatted.trim();
return displayName;
}
getDisplayName();
```
### Contract.Custom.PlanCareContractStartDate
Use the employement start date here (and not the position start date)
To parse a date use:
```Powershell
Datum_in_dienst = [datetime]::parseexact($p.PrimaryContract.Custom.PlanCareContractStartDate, 'yyyy-MM-dd', $null)
```
### Contract.Custom.PlanCareContractEndDate
Use the employment end date here (and not the position start date)
To parse a date use:
```Powershell
Datum_uit_dienst = [datetime]::parseexact($p.PrimaryContract.Custom.PlanCareContractEndDate, 'yyyy-MM-dd', $null)
```
# HelloID Docs
The official HelloID documentation can be found at: https://docs.helloid.com/