Workforce Integration Manager

User’s Guide

A user’s guide to setting up, running, and managing

Workforce Integration Manager interfaces on the
Workforce Central application server, and performing
related data integration operations.

Kronos Workforce Central Suite

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Version 6.3
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Document Revision History

Document Revision Product Version Release Date

A 6.3 December 2011

 Contents

Chapter 1: Overview
Introduction ................................................................................................... 6
Overview of the data integration implementation process ............................ 7
Getting started with data integration ........................................................... 10

Chapter 2: System Setup and Administration

Configuring system settings ........................................................................ 12
System settings for locale policy .......................................................... 12
System settings for time and date output .............................................. 13
System settings for date/time strings .................................................... 13
Additional notes about system settings ................................................. 15
Configuring function access profiles ........................................................... 16
Configuring the generic data access profile ................................................ 18
Viewing the list of generic data access profiles for data integration .... 19
Assigning multiple generic data access profiles to one user ................. 19
Using generic data access profiles to support the Delegate Authority
feature ......................................................................................... 19
Allowing access to files ............................................................................... 21
Allowing access to the data integration accrual Genie ................................ 22
Installing custom database drivers .............................................................. 24
Copying a Workforce Central database ....................................................... 26

Chapter 3: Working with Interfaces

Running an interface .................................................................................... 28
Canceling an interface ................................................................................. 30
Deleting an interface .................................................................................... 31
Scheduling an interface with Event Manager .............................................. 32
Overriding the interface options at runtime ................................................. 35
Contents

Chapter 4: Working with Connections

Creating a new connection ...........................................................................41
Editing a connection .....................................................................................43
Duplicating a connection .............................................................................45
Deleting a connection ...................................................................................47
Using custom connections ...........................................................................48

Chapter 5: Working with Mapped Folders

Creating a new mapped folder .....................................................................51
Duplicating a mapped folder ........................................................................52
Editing a mapped folder ...............................................................................53
Deleting a mapped folder .............................................................................54

Chapter 6: Working with Lookup Tables

Editing lookup tables ...................................................................................56
Using wildcards in lookup tables .................................................................57
Examples of using wildcards in a lookup table .....................................58
Extended wildcard option ......................................................................58
Pattern matching with wildcards ...........................................................59
Sort order of wildcards in a lookup table ..............................................60

Chapter 7: Working with Reports and Logs

Viewing reports ............................................................................................62
Interface Results Summary ..........................................................................63
Interface Error Report ..................................................................................65
Link Error Report .........................................................................................66
Disqualified Records Report ........................................................................67
Link XML Log Report .................................................................................68
System log report of data integration results ...............................................69
Saving reports ..............................................................................................70

Index

4
 Chapter 1
Overview

This chapter contains the following sections:

• “Introduction” on page 6
• “Overview of the data integration implementation process” on page 7
• “Getting started with data integration” on page 10
Chapter 1 Overview

Introduction
Integration Manager is a data integration tool that enables you to transfer data
from one data source (such as the timekeeping application, text file, or SQL
query) to an output destination. That output destination can be a text file,
database, XML document, or another suite application.
The key component of Integration Manager is the interface, which is a file (.KNI)
that contains a set of instructions, or steps, for the data transfer. Those steps are
executed when you run the interface. A step can be a command or it can be a link,
which is a file (.KNX) that specifies the source of the data, how to manipulate and
transfer the data, and the output of the data.
Depending on your access rights, you can perform the following data integration
operations on the server where Integration Manager is installed:
• Select, run, modify, cancel, and delete the interfaces that have been deployed
on the server.
• Schedule an interface to run at a specific time, using Event Manager.
• Create or change the connection that an interface uses to transfer data between
the source and the output destination. The connection can be a database
connection or an XML API connection.
• Edit lookup tables that are used by the interface. A lookup table is a comma-
delimited text file that is typically used to translate one piece of text into
another or to validate user input.
• Create or change the mapped folder that is used for the source and output text
files that are associated with the interface.
• View reports that show the results of the interface and its associated links. The
reports include information about any errors that occurred and they list any
records that were disqualified. The reports also display the locale policy with
which the user ran the interface.

6
 Overview of the data integration implementation process

Overview of the data integration implementation process

Before users can run interfaces and perform related data integration tasks,
Integration Manager must be installed and configured on the server where the
timekeeping suite of products is installed. Users must have access to that system
and to the data integration components.
Interface programmers must have the Interface Designer component installed on
their client systems. They use Interface Designer to configure and deploy the
interfaces that users run on the server where Integration Manager is installed.
The following workflow shows how Integration Manager is typically set up and
implemented at a site:
1. The individual who is responsible for installing the suite of time and labor
management products on the servers at your site does the following as part of
the overall suite installation process:
– Selects and installs the Integration Manager component.
– Ensures that the JBoss user (the default user that executes Workforce
Integration Manager interfaces) has appropriate rights on the Windows
domain to access all source and output file locations that will be used for
Workforce Integration Manager interfaces and links.
– Copies all the product licenses, including the Integration Manager license,
to the licensing directory of each instance of the suite installation on the
application server.
– Installs the separate Interface Designer component on the client systems
where interfaces will be developed and on application servers where
interfaces can be run as batch jobs.

Tip: See the Workforce Central installation documentation for more

information about installing Integration Manager and Interface Designer, and
for information about installing the corresponding license.

2. The system administrator configures the system settings that control how the
Integration Manager engine functions on the server during data integration
operations and how certain elements will be displayed on the data integration
screens (for example, the format of the date and time).

Integration Manager User’s Guide 7

Chapter 1 Overview

3. The system administrator configures and assigns function access profiles

(FAPs) to allow users basic access to Integration Manager components. The
administrator also allows individuals who have more extensive administrative
and programming responsibilities access to additional data integration
functions.
4. The interface programmer uses Interface Designer to develop and test
interfaces, and then deploys them to the server where the interfaces will be
run. The programmer can also download an interface from the server to the
client machine, make any necessary changes to the interface, and then
redeploy it to the server.

Tip: The Interface Designer online Help on the client machine and the
Integration Manager Programmer’s Guide have complete information about
developing, upgrading, testing, deploying, and downloading interfaces.

5. After interfaces have been deployed on the server, the system administrator
configures and assigns generic data access profiles (GDAPs) to control user
access to the interfaces, and to the connections and mapped folders that are
used by those interfaces. The following kinds of access can be granted to
specific users or groups of users:
– Interfaces — Controls which interfaces, along with their associated
lookup tables, the user has access to on the server.
– Connections — Controls which database and XML API connections the
user has access to; for example, the connection to the timekeeping
database.
– Mapped folders — Controls which mapped folders the user has access to
on the server. These folders contain the files that are used by interfaces.
6. After Integration Manager is set up on the server and the interfaces have been
deployed, users log on to that server, click the Data Integration tab on the suite
home page, and then run an interface or perform related data integration tasks.

Tip: The Integration Manager online help and the Integration Manager
User’s Guide have complete information about setting up and using the data
integration features on the server.

8
 Overview of the data integration implementation process

Integration Manager User’s Guide 9

Chapter 1 Overview

Getting started with data integration

To get started implementing and using the data integration features on the
timekeeping server, go to the following topics:
• To perform administrative functions on the server, see “System Setup and
Administration” on page 11.
• If the server is already set up for access to data integration functions, see
“Working with Interfaces” on page 27.

10