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https://github.com/tools4everbv/helloid-conn-prov-target-proactive-spendcloud

ProActive / Spend Cloud - Target
https://github.com/tools4everbv/helloid-conn-prov-target-proactive-spendcloud

erp provisioning scm target

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ProActive / Spend Cloud - Target

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README 

        
# HelloID-Conn-Prov-Target-ProActive



| :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.       |









  




## Table of contents



- [Introduction](#Introduction)

- [Getting started](#Getting-started)

  + [Prerequisites](#Prerequisites)

  + [Connector settings](#Connector-settings)

  + [Mapping](#Mapping)

  + [Supported PowerShell versions](#Supported-PowerShell-versions)

  + [Correlation](#Correlation)

- [Getting help](#Getting-help)

- [HelloID Docs](#HelloID-Docs)



## Introduction



HelloID target connector for ProActive. This target connector uses a SQLite database as the intermediate step for the actual export to CSV. The new persons are placed in this database and possibly updated if required. When a person no longer gets access to ProActive, the persons are also deleted from this database.



To finally send the persons to ProActive, a Service Automation task is running from a schedule and creates an export in CSV with the required data to create, manage or delete the accounts in ProActive.

A secondary 'roles' table will be filed with all contracts incondition for setting permissions in Spendcloud. Roles should match 1-1 in both systems for this to work.



The fields that are exported are "voornamen, tussenvoegsel, achternaam, gebruikersnaam, email". 

> A CSV import job has to be created in ProActive for this connector to work.



| Action                          | Action(s) Performed   | Comment   | 

| ------------------------------- | --------------------- | --------- |

| create.ps1                      | Create or correlate Spendcloud DB row  | Create or correlates an row in the database & updates roles table. If correlateion is configured, the update will be processed |

| update.ps1                      | Update Spendcloud DB row  | Update DB row, removes and re-sets roles. |

| delete.ps1                      | Archive Spendcloud DB row  | Removes the DB row. |

 

 

## Getting started



### Prerequisites



- This connector requires an On-Premise HelloID Agent

- Using the HelloID On-Premises agent, Windows PowerShell 5.1 must be installed.

- Installation of SQLite must be done on the On-Premise server which runs the HellloID Agent

- Installation of SQLite can be done by running the install.ps1 script (must be ran as admin).



### Connector settings



The following custom connector settings are available and required:



| Setting     | Description |

| ------------ | ----------- |

| SQLITE DATABASE FILE | The SQLite database file on the On-Premise server. Please fill the complete path (e.g. "D:\HelloID\SQLite\Database\ProActive.db") |

| VERBOSE LOGGING | Enable or Disable the Verbose logging of the script |



### Mapping

The mandatory and recommended field mapping is listed below. Some fields are required by Spendcloud and are set on creating an account. When an update is triggered, the required/immutable fields are set to the existing values from the existing user.



Mapping file added in repository



### 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.



### Correlation

It is mandatory to enable the correlation in the correlation tab. The default value for "person correlation field" is " ExternalId". The default value for "Account Correlation field" is "externalId".



## Getting help



> _For more information on how to configure a HelloID PowerShell connector, please refer to our [documentation](https://docs.helloid.com/en/provisioning/target-systems/powershell-v2-target-systems.html) pages_



> _If you need help, feel free to ask questions on our [forum](https://forum.helloid.com)_



## HelloID Docs



The official HelloID documentation can be found at: https://docs.helloid.com/