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a) Deployment Options, Global Variables Sequencing setup and Web Profile Time Out
i) Navigate to Main Menu > Smart Solutions > Common Utilities > Core Setup > Installation > Installation Options
Ensure the Deployment Mode is set to "On-Premise" and Phase as "Development/Configuration/Staging" etc depending on your installation environment and with the HR Data in Sync box checked.
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Click Save.
ii) Navigate to to Main Menu > Smart Solutions > Common Utilities > Core Setup > Installation > Maximum Sequence Setup
Click on '+' button to add a row and add the variable SM_CO_GBL_VAR for CO product id and provide a high number as shown. This is to prevent collision with already delivered Global Variables along with installation/migration.
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iii) Navigate to to Main Menu > PeopleTools > Web Profile > Web Profile Configuration
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b) Creation of Roles and User IDs
1) Creation of new Roles Roles (If they are not already delviered by SmartERP) with the permission lists shown in the below table.
NOTE: These permission lists may be changed in future as functionality is changed and will be updated here as we change
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2) Creation of new Users (If they are not already delivered by SmartERP)
| Users | Roles |
|---|---|
INVITEE (This was created in Pre-Installation phase) | Cloud Login, Smart User |
| MODELCLOUDUSER | Smart User |
| SmartNewHire | Cloud New Hire, Smart User |
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Assign the roles from the above table to the INVITEE User which was created earlier.
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Create a PeopleSoft User with User ID “MODELCLOUDUSER” “MODELCLOUDUSER” as shown below and this user can be locked (Check Account Locked out).
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Role(s) creation for MODELCLOUDUSER. In the ID tab assign an ID as 'NONE' (Not showin in the figure).
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Creation of new User 'SmartNewHire'.
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Role assignment for the newly created user. In the ID tab assign ID type as NONE (Not shown in the figure)
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The emphasis is on CLD_ROLETYPE_CUST and EXTERNAL_USER user categores for the On-Premise installations. You can replace the site name with the SMRTMODEL site name you have given in Org. Site details given above.
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Click on Organization Specific Portals link against CLD_ROLETYPE_CUST to open the organization specific details to adjust site name for SMRTMODEL organization.
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Please Note that this is for HR Internal user navigation links and site name you have to provide is the Internal Modern site you created in the Pre-Installation phase.
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Click on Organization Specific Portals link against EXTERNAL_USER to open the organization specific details to adjust site name for SMRTMODEL organization. This is used by the system to provide accurate navigational links for external candidates being onboarded.
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e) Create your Organization
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Navigate to Main Menu > Smart Solutions > Organization > Smart SP Configurator(Workcenter) and then click on Service Provider Console.
Note: Note that prior to adding your Organization you must have an Internal user who you would want to designate as a Tenant Administrator.
Click Smart ORG-Invite push button to create your own Organization that you will be using for utilizing Smart Modern Onboarding product.
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Add new Org details and click Save.
Note: Save button is hidden in this figure and it is at the bottom of the page.
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Go to the respective User Profile for the above mentioned User ID above and associate the below role names shown below to it.
Cloud New Hire
Smart User
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f) Configure Authentication for Candidates (
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PeopleSoft User
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signon using bypass site)
Navigate to PeopleTools > Security > SecurityObjects > Signon PeopleCode.
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Record: FUNCLIB_SM_AUTH
Field Name: LDAPAUTH
Event Name: FieldDefault
Function Name: SMSSO_AUTHENTICATION
Check the Enabled and Exec Auth Fail check boxes.
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g) DHS Client Setup
Navigate to Main Menu > Smart Solutions > E-Verify > Core Setup > Smart I-9 DHS Client Setup.
Add a new Value value and select the Organization for which you want to create the setup.
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Ensure you have the “Smart User” Security ID assigned as shown below for Report Category ID: ALLUSER
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Click Save.
i) EOCF Install Options
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Create a new run control and enter your Organization by looking it up and choose the appropriate Attribute types that your company uses and click Run.
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Make sure Make sure process runs to a success in the Process Monitor.
k) Build Cache (sm_df_cache)
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Create a Run Control ID and run the SM_DF_CACHE (Build Cache) process.
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Create a Run Control ID and run the SM_DF_CACHE (Build Cache) process.by picking it from a list of processes as shown below and clicking ok OK.
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l) Maintain Cache
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Once the above process has completed successfully, re-run the process using the following options. Please notice the “Bulk Load” “Bulk Load” option is now selected and the "Check Synchronization" option is not selected. The "Examine Cache" button will launch the process. Ensure the process runs to a successful completion.
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Run the SJTOPCLS Process with Refresh All Rows checked and click OK. This Process is a standard security process that all PeopleSoft HCM clients run when ever new users are added/changed. So please keep that in mind and run as many times as you need.
Ensure the Ensure the process goes to success.
n) Run Portal Security Sync
Navigate to Main Menu >> PeopleTools >> Portal > Portal Security Sync
Click add Add button and add a new run control and add any valid run control id and run the process for All Portals with delete invalid security turned on.
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