| Table of Contents |
|---|
1. Introduction
...
a) Pull up SMINT/SMEXT Web Profiles one by one and change the Time Out Warning Script by clicking 'Override' button
Record (Table) Name: WEBLIB WEBLIB_SM_CO
Field Name: SM SM_TIMEOUTWARNING
PeopleCode Event Name: FieldFormula FieldFormula
PeopleCode Function Name: IScript IScript_TIMEOUTWARNING
|
b) SMEXT Web Profiles after overriding with SmartERP's parameters
|
b) Creation of Roles and User IDs
...
| Roles | Permission Lists |
|---|---|
| Cloud Login | SMCD5010, SMCD6010, SMCD7010 |
| Smart User | SMCD6005, SMCD_PTPT1000, SMCD_PTPT1200 |
| Cloud New Hire | SMCD3062, SMCD4062, SMCD5062, SMCD6062, SMCD7062, SMCD8062 |
Illustration of Smart User role creation
|
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 |
...
Assign the roles from the above table to the INVITEE User which was created earlier.
|
...
Create a PeopleSoft User with User ID “MODELCLOUDUSER” as shown below and this user can be locked (Check Account Locked out).
|
Role(s) creation for MODELCLOUDUSER. In the ID tab assign ID as 'NONE' (Not showin in the figure).
|
Creation of new User 'SmartNewHire'.
|
...
Role assignment for the newly created user. In the ID tab assign ID type as NONE (Not shown in the figure).
|
...
c) Import Message Catalogs
...
Update the Host name and the site name for Classic URL’s highlighted below to map the correct Host Name, port and node of the model entitiy. Host name could be a sample name along authentication domain following your DNS entry standards.
|
ii) User Categories
Navigate to Main Menu >> Smart Solutions >> Business Process Management >> Core Setup > User Categories
...
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.
|
Click on Organization Specific Portals link against CLD_ROLETYPE_CUST to open the organization specific details to adjust site name for SMRTMODEL organization.
...
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.
|
e) Create your Organization
Note: Please provide 'Cloud Service Privider' role to the user who will be performing this task.
|
...
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.
|
Add new Org details and click Save.
Note: Save button is hidden in this figure and it is at the bottom of the page.
|
Go to the respective User Profile for the above mentioned User ID SMART_APPLICANT_<Org Number> where Org_Number is the value saved above and associate the below role names to it.
Cloud New Hire
Smart User
|
f) Configure Authentication for Candidates (PeopleSoft User signon using bypass site)
Navigate to PeopleTools > Security > SecurityObjects > Signon PeopleCode.
1) Set Invoke as user to an active PeopleSoft User ID.
2) You would by default see Sequence Number 1 as Record: FUNCLIB_PWDCNTL. Change that to any number after 7 and Save, eg: 11 as shown in the screenshot below.
3) Now add Sequence Number 1 on the top and add the below. Ensure that FUNCLIB_SM_AUTH is sequentially first as shown in the screenshot below.
Record: FUNCLIB_SM_AUTH
Field Name: LDAPAUTH
Event Name: FieldDefault
Function Name: SMSSO_AUTHENTICATION
Check the Enabled and Exec Auth Fail check boxes.
|
g) DHS Client Setup
Navigate to Main Menu > Smart Solutions > E-Verify > Core Setup > Smart I-9 DHS Client Setup.
Add a new value and select the Organization for which you want to create the setup.
|
If this is currently in a non-production environment, ensure the Set Mode is set to Test. Otherwise, it should be Production.
...
Save the Page. Click on Verify CPS Connectivity to ensure the connection works correctly.
|
Note: If you get an error saying more than one node is active, go to the VERIFY CONNECTION Service operation and ensure the WSDL_NODE is the only “ACTIVE” node. Delete any other ACTIVE nodes.
h) Report Category
Navigate to Main Menu > Reporting Tools > BI Publisher > Setup > Report Category
Ensure you have the “Smart User” Security ID assigned as shown below for Report Category ID: ALLUSER
|
Click Save.
i) EOCF Install Options
Navigate to Main Menu > Enterprise Components > Active Analytics Framework > Setup > Install Options
Ensure that Only “Enable Runtime” Checkbox is checked with Log File Name Prefix EOCF.
|
Click Save.
j) Sync SmartERP attributes with HR Foundation data (Business Unit, Company, Department etc.,) using application engine process (SM_CD_ATRSYN)
...
Create a Run Control ID and run the SM_DF_CACHE (Build Cache) process.
|
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.
|
l) Maintain Cache
Navigate to Main Menu > > Enterprise Components > Active Analytics Framework > Setup > Maintain cache.
|
Ensure "Check Synchronization" is selected and all options are chosen, as shown below. Click on the "Examine Cache" button and it will launch the process. Ensure the process runs to a successful completion.
|
Once the process runs to Success, click on the Results tab.
Make sure the Invalid Cache Entries are 0. If not zero, run the process again by clicking on Examine Cache again. Ensure you validate it is all 0’s before moving on. For example, DEV and TEST may take 2 times.
|
...
Once the above process has completed successfully, re-run the process using the following options. Please notice the “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.
|
...
m) Refresh SJT_OPR_CLS
Navigate to Main Menu > Setup HCM> Security > Core Row Level Security > Refresh SJT_OPR_CLS
...
Click 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.
...
o) Service Operations
Navigate to Main Menu >> PeopleTools >> Integration Broker > Integration Setup > Service Operations
Security Instructions:
Go to the navigation and regenerate the routings by selecting "Regenerating Local to Local" highlighted below for the "two" service operations listed below.
- SM_OB_IB_APPLICANT_DTLS_ASYNC
SM_OB_IB_APLCNT_CALLBACK_ASYNC
p) Assign Branding Themes
Navigate to PeopleTools\Portal\Branding\Assign Themes, Change to SMART portal, make sure below setup are available.
3. Final Note
After doing all the post installation steps reboot the web server (both external and internal) and app server by deleting cache.