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helloid-conn-sa-full-afas-nedap-csv-create-teams-rule's Introduction

Description

With this HelloID Service Automation Delegated Form you can add mapping rules to a CSV for Nedap. The CSV contains rules in which AFAS Organisational Units are mapped to Nedap Teams. Optional a AFAS jobtitle can be combined in the mapping. The following options are available:

  1. Search AFAS organisational unit
  2. Select AFAS jobtitle (optional)
  3. Select the Nedap team to map
  4. Confirm the changes

Versioning

Version Description Date
1.0.1 Added version number and updated all-in-one script 2021/11/04
1.0.0 Initial release 2021/09/28

Table of Contents

All-in-one PowerShell setup script

The PowerShell script "createform.ps1" contains a complete PowerShell script using the HelloID API to create the complete Form including user defined variables, tasks and data sources.

Please note that this script asumes none of the required resources do exists within HelloID. The script does not contain versioning or source control

Getting started

Please follow the documentation steps on HelloID Docs in order to setup and run the All-in one Powershell Script in your own environment.

Pre-setup configuration

These forms can only be used when Nedap ONS user provisioning is provided by HelloID provisioning and AFAS is your sourcesystem. Therefore it is also necessary that the files in which the organisational units are mapped with the locations and the teams are available on the server. These mapping files can be found in the HelloID-Conn-Prov-Target-NedapONS-Users.

Be aware that using Service Automation forms can have an impact on the licenses and impact the pay-as-you-go subscriptions!

Requirements

AFAS as a sourcesystem within HelloID provisioning
Nedap ONS users as a targetsystem within HelloID provisioning
HelloID Service Automation license

Post-setup configuration

After the all-in-one PowerShell script has run and created all the required resources. The following items need to be configured according to your own environment

  1. Update the following user defined variables
Variable nameExample valueDescription
NedapOnsConnectionUrlhttps://api-staging.ons.ioNedap Environment URL
NedapOnsCertificatePassword********Nedap Certificate Password
NedapOnsCertificatePFXc:/folder/certificate.pfxFull path of the Nedap certificate on the HelloID agent server
NedapOnsTeamsMappingPathc:/folder/oucode_teamid.csvFull path of the Organisational Unit - Nedap Team mapping file
AfasBaseUrihttps://.rest.afas.online/profitrestservicesAFAS Environment URL
AfasToken********AFAS Environment Tokencode

Manual resources

This Delegated Form uses the following resources in order to run

Powershell data source '[powershell-datasource]_Nedap-ons-csv-afas-job-titles-teams-rules-create'

This Powershell data source retrieves the available AFAS jobtitles from the configured environment. This is an optional field within the mapping rule.

PowerShell data source '[powershell-datasource]_Nedap-ons-csv-afas-organisational-units-teams-rules-create'

This Powershell data source retrieves the available AFAS organisational units from the configured environment.

PowerShell data source '[powershell-datasource]_Nedap-ons-csv-nedap-teams-teams-rules-create'

This Powershell data source retrieves the available Nedap ONS teams from the configured environment.

Delegated form task '[task]_Nedap-ons-add-teams-rule'

This delegated form task will add a rule to the configured mapping file.

Getting help

If you need help, feel free to ask questions on our forum

HelloID Docs

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

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