1. Introduction

This document summarizes the steps required for post-installation of the Smart Onboarding product.  These steps must be completed by all Smart Onboarding cloud customers that will run the Smart Onboarding application on their premises.

NOTE: This document contains screenshots taken from tools release 8.56.03. So some screens may significantly vary from your current tools in appearance 

Intended Audience

This document is intended primarily for those involved in setting up the system. A basic familiarity with PeopleSoft admin and web-based applications is expected.       

2. Post-installation Steps

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.

Click Save.

ii) Navigate 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.

iii) Navigate to Main Menu > PeopleTools > Web Profile > Web Profile Configuration

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_SM_CO

Field Name: SM_TIMEOUTWARNING

PeopleCode Event Name: FieldFormula

PeopleCode Function Name: IScript_TIMEOUTWARNING

b) SMEXT Web Profiles after overriding with SmartERP's parameters

b) Creation of Roles and User IDs

1) Creation of new 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

Illustration of Smart User role creation

2) Creation of new Users (If they are not already delivered by SmartERP)

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

Navigate to Main Menu > Smart Solutions > Common Utilities > Utilities > Import Message Catalogs.       

Select all the messages and import the messages by clicking the Import button.     

Ignore the initial warning that pops up and click OK.

If you get the message shown below that the messages are in use, click OK.

d) Create Organization and add first System Administrator 

i) 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.

ii) Setup System Administrator roletype

Navigate to Main Menu > Cloud Foundation > Core Setup > Organization Specific Setup > Invite/Edit Tenant User.

For the organization you have created add System Administrator.

iii) Navigate to Main Menu > People Tools > Security > User Profiles > User Profiles

Go to the respective User Profile 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 

e) Setup Organization Site Details and User Categories 

i) Organization Site Details

Navigate to Main Menu > Smart Solutions > Organization > Core Setup > Organization Site Details.

When you click search, the organization that you have created in the above step will be listed in the ‘Find an existing value’ tab.

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

This is system maintained and you need not add any new user category. 

The emphasis is on CLD_ROLETYPE_CUST and EXTERNAL_USER user categores for the On-Premise installations. Replace the site name with 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 the delivered organization.

This will be used to provide appropriate navigations links to your own organization(s) that you create later and will help provide the system with accurate links to traverse between various activities when users are going through onboarding or when HR users are performing post onboarding activities for the users using Modern UI pages

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.

Click on Organization Specific Portals link against EXTERNAL_USER to open the organization specific details to adjust site name for the delivered organization. This is used by the system to provide accurate navigational links for external candidates being onboarded.

iii) Setup the URLs

Below are the two URLs that you need to setup.

Navigate to People Tools > Utilities > Administration > URLs.

URL1: Search for URL Identifier = SM_AUTH_SSO_LOGIN_URL.

URLID: Enter the traditional URL that you used to login to this environment.

URL2: Search for URL Identifier = SM_AUTH_INTERNAL_SITENAME.

Update the highlighted URLID and Comments.

The value to enter in the URLID field is the ‘Internal Sitename’ that you have created for onboarding. Comments is optional and it is for your reference.

After the setup is done, navigate to Main Menu > Smart Solutions > Smart Modern UI Landing Page. This should take you to your onboarding landing page.

(iV) Start Page Script Customization

Please place below code in the starting of IScript Function: WEBLIB_PTBR.ISCRIPT1.FieldFormula IScript_StartPage

 /* SmartERP Customization Start */
  
   If (%OperatorId = "INVITEE" Or
         %OperatorId = "REGISTER") And
         %Portal = "SMART"
      rem And
         %Node = "ONBRD";
      Then
      Local string &sURLParams = %Request.QueryString;
      Local array of string &tokens = Split(&sURLParams, "URL=");
      Local integer &i;
      If &tokens.Len = 2 Then
         %Response.RedirectURL(Unencode(&tokens [2]) | "&httpredirect=true");
         Return;
      End-If;
   End-If;
  
   /* SmartERP Customization End */

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

DHS Client Setup is used to set up the user and password information for accessing the USCIS E-Verify system.  If you are not planning on using E-Verify through our smart onboarding process, this step is not needed.

Navigate to Main Menu > Smart Solutions > Smart Modern UI Landing Page.

Login as 'System Administartor' and access DHS Client Setup through left navigation.

Click on Add a New Value.

Set DHS User ID and Password for the Legal Entity Driver chosen for processing the I-9s. Here, Business Unit is chosen as the I-9 Legal Entity Driver.

Select the Business Unit. Enter the DHS User ID and the Password that is registered in the DHS Site.

Save the page. Click on Verify Connectivity to ensure the connection works correctly.

Likewise, create one row each for all the Business Units that are associated with your Organization.

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)

Navigate to Main Menu > Smart Solutions > Cloud Foundation > Utilities > Sync PeopleSoft HR Data

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.

Make sure process runs to a success in the Process Monitor.

k) Build Cache (sm_df_cache)

Navigate to Main Menu > People Tools > Process Scheduler > System Process Requests.

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

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 process goes to success.

n) Run Portal Security Sync

Navigate to Main Menu >> PeopleTools >> Portal > Portal Security Sync 

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.

1. SM_OB_IB_APPLICANT_DTLS_ASYNC
   
   

2. SM_OB_IB_APLCNT_CALLBACK_ASYNC

 3. Final Note

After doing all the post installation steps reboot the web server (both external and internal) and app server by deleting cache.