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Taleoconnectclient 21 Userguide 1647726
Taleoconnectclient 21 Userguide 1647726
Taleoconnectclient 21 Userguide 1647726
Version 2.1.0
June 2006
Confidential Information
Confidential Information
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2006 Taleo Corporation. Do not reproduce without the written permission of Taleo Corporation.
Table of Contents
Introduction
Ta ble of Con t en t s
Introduction
Taleo Connect Platform...................................................................1-1
Taleo Connect Server ......................................................................... 1-1
Taleo Connect Middleware ................................................................. 1-1
Taleo Connect Client .......................................................................... 1-1
Documentation Strategy..................................................................1-2
User guide ......................................................................................... 1-3
Online help ........................................................................................ 1-3
Training presentation ......................................................................... 1-3
Business Cases
Welcome Wagon ............................................................................2-1
Business Need ................................................................................... 2-1
Taleo Connect Solution ....................................................................... 2-1
Development Environment
Eclipse RCP Framework ..................................................................3-1
Underlying Concepts .......................................................................... 3-1
Runtime Perspective.......................................................................3-3
Console Perspective .......................................................................3-4
ii
Table of Contents
Integration Engine
Integration Engine
Workflow Concept ..........................................................................4-1
Workfow Type ................................................................................4-2
Communication Types ........................................................................ 4-2
Message Types .................................................................................. 4-2
Configuration .................................................................................4-4
Runtime.........................................................................................4-5
Execution .......................................................................................... 4-5
Monitoring ......................................................................................... 4-5
Logging ............................................................................................. 4-6
Error Handling ................................................................................... 4-6
Temporary Files ................................................................................. 4-8
Monitoring .....................................................................................4-9
Configuration ..................................................................................... 4-9
Monitoring Information ..................................................................... 4-11
Default Monitoring ........................................................................... 4-13
Alerting........................................................................................4-14
Configuration ................................................................................... 4-14
Processing
Pre-processing Steps......................................................................5-1
Convert Encoding ............................................................................... 5-1
Validate Encoding .............................................................................. 5-1
Prepare Export ................................................................................... 5-1
Prepare Import ................................................................................... 5-1
Wrap SOAP ....................................................................................... 5-1
Generate ID ....................................................................................... 5-1
Custom Steps .................................................................................... 5-2
Processing Steps............................................................................5-3
Endpoint Information .......................................................................... 5-3
Authentication Information .................................................................. 5-3
Quality Information ............................................................................. 5-3
iii
Table of Contents
Appendices
Taleo Connect Client Installation ......................................................A-1
Account Creation ............................................................................... A-1
Environment Files .............................................................................. A-1
Connection Authorization .................................................................... A-2
Pre-installation .................................................................................. A-2
Installation ......................................................................................... A-2
Using the Client ................................................................................. A-2
Migration .......................................................................................A-3
Version 2.0 ........................................................................................ A-3
Version 1.0 ........................................................................................ A-4
iv
Introduction
Introduction
1-1
Introduction
Product Overview
Product Overview
T he T a l e o C o n n e c t C l i e n t c om b i n e s :
A u se r - f r i e n dly a nd p r of e ss i on a l d e ve l o pm e n t e n vi r o n m en t to de si gn a nd c on f ig ure si mpl e to
c o m p l e x i n t e g r a t i o n s ce n a r i o s .
A p o w e r f u l a n d f l e xi bl e w o rk f lo w - li ke i n t eg r a t i o n e ng i n e t ha t c an c om m u ni ca t e w i t h t h e T a l e o
e n v ir o n m e n t u s i n g m u l t i p l e f i l e f o r m a t s .
Development Environment
T he Ta le o C o nn e ct C lie n t' s d es ig n a nd co nf ig u r at io n e n v ir o nm e n t is bu ilt w i th th e p o w er f u l an d e x t e nsi bl e R ic h C li en t P la t f or m ( RC P) fr o m th e E cl ip se f o un d at io n . R C P i s t he s t an d ar d f o r Ja v a c lie n t u se r
i n t er f a ce de v e l o pm e n t o ff e r i n g a p r o fe ss io na l g r ad e e x p er i en ce t o t he en d u se r .
T he Ta l e o C o nn e ct C l i e n t o ff e r s t he us er t h re e p e r sp ec t i v e s:
1 . Design: B u i l d i m p o r t a n d e x p o r t s pe c i f i c a t i o n s a n d c r ea t e c om p le x in t eg r at i on p r o ce ss es us in g
a w or k fl ow - l i k e e ng i n e .
2 . Runtime: E x e cu te t he i nt e gr a t i o n p r oc es s w i th th e c l i c k o f a b u tt o n , se e t h e p r og r es s o f t he
p r oc es s, an d a na ly ze th e re su lts.
3 . Console: M o n it or t he in t eg r at i on p r o ce ss es r u n ni ng w it h in t h e Ta le o p r o du ct s .
A l l t h e u se r t a sk s ar e ei th e r w i z a r d d r i v e n o r b a se d o n n at u r al c lie n t a pp li ca ti on be h av ior s uc h a s dr o p d ow n m en u s an d d r a g- a n d- d r o p f un ct io n al it y .
T he Ta le o C o nn e ct C lie n t s hip s w i t h a n um b e r o f f e at u r e p ac ks t h at co n ta in th e f u ll b us in es s m o de l of
t he v a r i o us T a l e o pr o d uc t s an d st a nd a r d co n te n t f o r e as y i m p l e m en t at i o n o f i m po r t a n d e x po r t
p r oc es se s.
Integration Engine
T he T a l eo C on n ec t C l i en t co m m u ni ca te s w i th T a l e o pr o d uc ts u si ng t h e pr o p r i e ta r y Ta l e o m es sa g e f or m a t
t ha t is b as ed on i nd u st r y st a nd a r ds s uc h a s X M L, S O A P , a nd W S- A d d r es si ng . It al so su pp o r ts c u st om
m e ssa g e fo rm ats th ro ug h c li en t -si de or s erv er-s id e tra n sform a tio ns si nc e c us t om e r sy stem s us u all y o nl y
su p po r t t h ei r o w n fo r m a ts .
T he Ta le o Co nn e ct Clie n t s hie ld s th e co m p lex ity of the as yn ch ron o us i nte gra t io n p r oc es s from the
cu s to m e r a nd pr o v i de s a s y n ch r on o us - l i k e b eh a v i o r th a t c an i nt e gr a t e i n t o o t he r bu si ne ss p r o ce ss es .
Documentation Strategy
T he r e a r e th r e e d oc um e n ts av ai l a bl e f o r t h e T a l e o C o nn e ct C l i en t . E a ch ad dr e ss e s a p a r ti cu l a r ne e d a nd
a ud i e nc e .
1-2
Introduction
Documentation Strategy
User guide
T hi s do cu m e nt offe rs a h ig h-l ev el o ve r vie w of the Ta le o Co nn e ct Clie n t a nd an in -de p th lo ok a t th e
f un c ti on a l co nc ep t s i n v o l v e d i n cr e a ti ng an d e x e cu t i n g i n t eg r at i on p r o ce ss es . I t i s a d dr e ss ed to an y o n e
i n t e r e s t e d i n w o r k i n g w it h t h e T a l e o C o n n ec t C l i e n t a n d s ho u ld be co n sid e r ed m an d at o r y r e ad in g be f or e
in st a lli ng or u sin g t h e p r od uc t .
Online help
T he on lin e h e lp in c lu de d w i th t he T a le o C o nn e ct C lie n t d et a ils a ll a sp e ct s o f t h e ap p lic at i on . E ac h
p er s pe ct i v e, ed i t o r , v i ew , a nd p r e fe r e nc e i s d o cu m en t ed . A l l of t he r e g ul ar f ea t ur e s o f o nl i n e h el p ar e
o ff e r ed : t a bl e o f c on t en t s, se ar c hi ng , a nd bo o km a r ks . A s w e l l , m os t o f t h e p r od u ct f e a tu r e s su pp o r t
co n t ext u a l h e lp b y u sin g t h e sp e cia l H e lp v ie w .
Training presentation
T hi s do cu m e nt of f e r s a h an ds - o n a nd s e qu en t ia l ap p r oa ch to de sc r ib in g t h e Ta le o C o n ne ct C li en t . T he
o v e r v i e w co v e r s t he fe a tu r e s m os t l i ke l y n e ed ed i n s t an da r d i nt e gr a t i o n p r oc es se s.
1-3
Business Cases
Business Cases
Welcome Wagon
Welcome Wagon
T hi s i s t h e f i r st of t hr e e a ct u al b u si n e ss c as es th a t w e w i l l pr e se nt t o h el p cu st o m er s qu i c kly a n d
e ff i cie n tl y ad d r es s t he i r i n t eg r at i on n e ed s. To l e ar n h o w th e a ct u al i m pl em e nt a t i o n o f t he i n t eg r at i o n
p r oc es se s w ou ld oc cu r f or t h is sp ec if ic bu s ine s s c as e, g o t o th e B us in es s C a se Im p le m e nt a ti on s c h ap t er ,
W e l co m e W a go n s ec t i o n.
Business Need
A m e ri ca n C o m p ut e r s, I nc . i s a m i d - si z e c om p an y l o ca t ed i n D e t r oi t , M I t ha t p r i d e s i t se l f i n i ts p e r so na l
t ou c h w it h r e g ar d s t o h um a n r e so u r ce s. A s w it n es s to thi s co m m itm en t, e ac h a nd ev ery n ew e m pl oy ee
r e ce i v e s a w el co m e ba s ke t p r ov i d ed by a l oc al r e t ai l e r , G i f t s O n R eq u es t. Th e c om p a ny h i r e s a f e w d o z e n
p eo p l e e v e r y w e e k an d ne ed s t o se nd t he i r a dd r e ss i nf o r m at i o n to G i f t s O n R e qu es t i n a M i c r os of t Ex ce l
f ile . S o A m e r ic an C om p ut e r s, In c. m u st f in d a w a y t o e x t r ac t t h e n am e , a dd r e ss , an d p h on e n um b e r s of
t he em p l o y e es hir e d i n t he l a st w ee k a nd pr o v i de t h i s i nf o r m at i o n t o G i f ts O n R e qu e st .
1. Taleo uses a proprietary extension of the industry standard SOAP message format called T-SOAP. This format is truly an extension as
all T-SOAP messages are also SOAP messages. The extension covers certain header elements required to communicate with the Taleo
environment and the specification of the body as Taleo integration instructions.
2. The Taleo Connect Platform uses a powerful and flexible proprietary query language called SQ-XML to extract data from the various
Taleo products. More information about this language is available on the Taleo web site in the integration section.
2-1
Business Cases
Business Need
C a s s i v i T o o l s i s a b lu e- co l l a r i n d u s t r y f r o m t h e h e a rtl an d th at sp ec iali zes in larg e manu fac t urin g eq ui pm e nt . T h ey h av e b ee n r u nn in g a c o m me r c ial E R P s y s te m fo r th e ir su pp ly c ha in ma n ag e m en t f o r s ev er a l
ye a r s a nd al so us e th e s ame sy stem a s a hu ma n re so urc e s ys te m o f re co rd . T he y re ce n tl y su b scri be d to
t he Ta l e o P r of e ss i o na l pr o d uc t t o o p ti m i z e t h e i r r e c r u i t m e n t p ro c e s s a n d t o s t a r t m o v i n g to I n te r n e t - b a s e d
t ec h no l o gy . B e ca us e o f c os t a nd l e ga cy i ss ue s, th e E R P s y st e m r e m a i ne d t h e s y st e m o f r e c or d f o r a l l
n ew ly h ir e d e m p loy ee s . T he E R P s y s te m d oe s n o t s up p or t w e b se r v ic es a nd r eq u ir e s a pr o p r ie ta r y t e x t f ile
f or m a t to i m p or t e mp l o y e e d a ta . Wi t h t he cu r r e nt I T r es tr i ct i o n s at C a ss i v i T o ol s, th e o n l y w a y t o s ub m i t
a t e x t f i l e t o u p d a t e t h e E R P s y s te m is throu gh an FT P si te ac ces sib le o n l y w i th i n th e i nt e r na l co r p or a t e
n et w o r k.
2-2
Business Cases
Global Recruiting
Global Recruiting
T hi s i s t h e t hi r d of t hr e e a ct u al b u si n e ss c as es th a t w e w i l l pr e se nt t o h el p cu st o m er s qu i c kly a n d
e ff i cie n tl y ad d r es s t he i r i n t eg r at i on n e ed s. To l e ar n h o w th e a ct u al i m pl em e nt a t i o n o f t he i n t eg r at i o n
p r oc es se s w ou ld oc cu r f or t h is sp ec if ic bu s ine s s c as e, g o t o th e B us in es s C a se Im p le m e nt a ti on s c h ap t er ,
G lo b al R e cr u it in g s ec t io n
Business Need
R C M ar k et in g i s a s m all b u t g lo ba l a dv e r t is in g co m p any t ha t f r e qu e nt l y h i r e s co n tr i bu t or s fr o m al l o v e r
t he w o r l d . Th e y m ak e e x t en si v e u se of Ta l e o P r o fe ss i o na l s m u l t i l i ng u al c ar e e r s it es to a t t r a c t t h e b e s t
p eo p le in t he ir ow n la ng u ag e . T he r ef o r e, t he r e q ui sit i on s ( job of f e r s) m u st b e t r an sl at e d in t o se v e r a l
la n gu ag e s. To d o t h is e f f ici en t ly , R C M a r ke t i n g o ut s ou r ce s t h i s w or k . Th e o u ts o ur c er s r et u r n t h e t r a ns l a t i o n s t o R C M a r k e t i n g i n a n E x c e l sp rea d sh ee t. RC Ma rke t in g wo ul d lik e a n a u t o m a t e d w a y t o u p d a t e t h e i r
e x is t ing r eq u isi t ion s i n al l r eq u ir ed la ng u ag es w it h ou t h a v in g t o c op y a nd p a st e t h e t ex ts m an ua ll y in to
t he Ta l e o P r of e ss i o na l S ta f f i n g W eb T op .
2-3
Development
Environment
Development Environment
Underlying Concepts
A p e r sp ec t ive i s a l o g i ca l g ro u pi ng o f e l e m e nt s t h at or g an i z es t h e w o r k f or t he u se r i n a c l e ar an d u n cl u t t er e d f a sh io n ( in clu d in g v i ew s , t o ol ba r s, an d m e nu it em s ).
A n e di t or i s a us er i n t er f a ce t h a t a l l o w s a us er t o cr e a te an d u p da t e a p ar t i cu l a r p ar t o f t he i n te g r at i o n
p r oc es s. Mu lti pl e ed ito r ty pe s a nd i ns t an ce s m a y be op en e d in a si ng le p e rsp ec t ive .
A v i e w i s a r e a d- o n l y a ux i l i ar y e l e m en t t h at of f e r s i n f or m a t i on ab o ut t he a c ti v e e d i t or . As su ch , v i ew s
r e a c t t o s e l e c t i o n s w i t hi n t he ac ti v e e d i t or a nd to ch an g es t o d i f f e r en t e d i t or i n st a nc e s.
A pr e f er e n ce i s a se t t i n g t ha t a f f ec t s th e u se r ex pe r i e nc e w i t hi n t he ap pl i c at i o n . A l l p r ef e r en ce s h av e a
d ef a ul t v a lu e s et by T a le o t ha t c an be ch an g ed by t h e us e r a nd pr e se r v e d b et w ee n w o r k s es sio n s.
3-1
Development Environment
Design Perspective
Design Perspective
T he de s i gn p er s pe ct i v e i s w h e r e t h e i nt e gr a t i o n p r oc es s w or k fl ow i s b u i l t a nd w h er e y o u d e te r m i n e h o w
t o e x t r a c t i n f o r m a t i o n f r o m o r u p l o a d i n fo r m a ti o n to t he T a l e o e nv i r on m e nt . A sp e ci f i c ed i t o r i s of f e r ed
f or e ac h o f t h es e a ctivi tie s.
Configuration Editor
T he c on f i g u ra t i o n e di to r en ab l e s t he us er t o cr e at e t h e a ct u al i n t eg r a ti on pr o ce ss t h at se nd s t he r eq ue s t
f i l e t o t h e Ta l e o p r o du ct a nd r e tr i ev es t he r es po n se f i l e . T h i s w or k f l o w m ay i n clu d e o n e o r m or e p r e- o r
p os t - pr o ce ss in g s te p s, w hi ch r e d uc e d ep e nd en c y o n p r o pr i et a r y T a le o f or m a t s.
Export Editor
T he Exp o r t E di t or u se s a b us in es s m o de l f r om a p ar t i cu la r T a leo pr o d uc t t o c r ea t e a sp ec if ic at io n f o r i nf o r ma ti on to be ex tra cte d. Ea ch ex po rt i s ba s ed o n a r oo t e n ti t y f r o m w hi ch a ll f i e l d s a nd r el at i o n s ar e
d ef in e d. Exp o r t s su pp o r t a ny n u mb e r o f f i lt er i ng cr it e r ia a n d so r t in g ke y s , a nd su pp o r t m u lt ili ng u al a nd
cu s to m fi el ds .
Import Editor
T he I m p or t Ed i t o r cr e at e s a s pe ci f i ca t i o n t o u p l o ad C SV (c h ar a ct e r o r co m m a s ep a r at e d v a l u e s) f i l es i n to
a T a l eo pr o d uc t . Ea c h co l u m n i n th e C S V f i l e i s as so ci at e d w i t h a f i e l d i n t he p a r t i cu l a r T a l e o p r od uc t
b us in es s mo d el . A s w it h th e E x p or t E d it or , e ac h in st a nc e is lin k ed t o a sp ec if ic r o ot e n t it y i n t h e m od e l.
I m p o rt sp e ci f i ca ti on s a l s o of f e r s up p or t of m ul t i l i ng ua l a nd cu st o m f i e l d s.
3-2
Development Environment
Runtime Perspective
Runtime Perspective
T he r un t im e pe r sp e ct iv e i s m o st ly u se d du r in g th e de v e lo pm e n t o f a n e w in t eg r at i on pr o c es s. W it h a si ng le
cl ic k, y ou c a n ex ec ute a n i nte gra t io n wo rkflo w , as d efi ne d in a co n fi gu r a ti on fi le , to pro c es s a p artic ul ar
r e qu es t m es sa ge i n t o a r es po n se f i l e . T h e p r og r e ss o f t he w o r kf l o w ca n be f ol l ow ed f r om a st y l ed H TM L
m o ni to r i n g v i ew . R e qu e st an d r e sp on s e f i l e s c an be a c ce ss ed v i a e x t e r na l t e x t o r fi l e e d i t i n g a pp l i ca t i on s .
In a p r od u ct io n en v ir o n m en t , th is t y p e of p r oc e ss w o ul d b e t r i g ge r e d b y a s y s te m e v e nt o r a t i m e d ta s k.
A s s uc h, th e e x e cu t i o n w o ul d n ot oc cu r th r o ug h t h e u se r i nt e r fa c e.
3-3
Development Environment
Console Perspective
Console Perspective
T he co ns ol e p er s pe ct i v e i s a n o p ti on a l pa r t i n t he i n te g r at i o n p r o ce ss a nd of f e r s a r e al - ti m e v i ew o f a l l
in t eg r a ti on p r o ce ss es b ei ng h a nd le d by a T al eo p r o du ct ( t h at h a s a T a le o C on n ec t S er v e r e m b ed d ed ). T h is
p er s pe ct i v e di st i n gu i s he s be t w e en t h e m e ss ag e a nd t he d oc u me n t co nt a i n ed i n t h e me s sa ge . Th e f or m e r
b ei ng t h e c om m u ni ca t i o n w r a pp e r f o r t h e l a t t e r t h a t a c t u a l l y c o n t a i n s t h e b us in es s in st r u ct io n s as
individual records.
3-4
Integration Engine
Integration Engine
Workflow Concept
Workflow Concept
T he Ta le o Co nn e ct Clie n t is b u ilt as a hi gh ly s pe ci al ize d w ork fl ow e n gi ne b a se d o n the sta nd ard
re qu es t-re sp on se m es sa ge ex ch an g e pa ttern .
E ac h in t e gr a t io n p r oc es s is de f in ed by a w o r k f lo w co n f ig u r a t i on t ha t sp ec i f i e s a se qu e nc e o f st e p s t h a t
e ac h co n t r i bu t e t o t h e e x ch a ng e o f i nf o r m at i o n b et w ee n t h e cu st o m er a nd th e T a l eo en v i r on m en t . T he
w o r kf l o w c on f i g ur a t i o n a l so de f i n es th e b e ha v i o r of t he Ta l e o C o n ne ct C l i en t i n r e g a r d s t o m o n i to r i n g a n d
a l e r ti ng .
E ac h i n st a nc e o f a n i nt e gr a t i o n pr o c es s i s r e pr e se n t ed b y a w o r k f lo w ex e cu t i o n .
D u r i n g a pa r t i cu l a r w o r kf l o w e x e cu t i o n, a p i pe l in e i s tr a n sf e rr e d be t w e en ea ch st e p c on t ai ni ng i n f or m a t i o n o n t he c ur r e n t st a t e o f t he r e q ue st an d r e sp o ns e m es sa g es . I n a d di ti on t o t h e c ur r e nt pi pe l i ne , e ac h
st e p ha s a c ce ss to t h e w or k fl ow co n fi gu r a ti on w h e n e x e cu t i n g i ts p ar t i n t h e o v e r a l l i nt e gr a t i o n p r o ce ss .
E ac h w ork flow ex ec uti on p ro d uc es a w o r k f l o w r e s u l t t h at c an b e m o n it or e d du r in g a n d a t t he co m p let i on
o f t h e ov er a l l i nt e gr a t i o n p ro c es s.
4-1
Integration Engine
Workfow Type
Workfow Type
T he Ta le o C o n ne ct C li en t su pp o r ts se v e r al t y p e s o f i nt e gr a t io n p r oc es se s. Ea c h w o r kf lo w t y p e i s de f in ed
b y th e c om m u n ica t io n st r a t eg y an d t h e m e ss ag e t y p e ( or f or m a t ) . Ta le o r e co m m en d s us in g t h e P r o d uc t
co m m u ni ca ti on ty pe an d th e T - S O A P m e s s ag e t y p e .
Communication Types
T he co m m un ic at io n t y p e d e fi ne s w h e r e t he in t eg r at i on i ns t r uc t io ns a r e s en t w it h in t h e T al eo e n v ir o n m en t .
Product
T h e r e q u e s t m e s s a g e i s s e n t d i r e c tl y to t h e t a r g e t T a l e o p r o d u ct . A f t e r t h e m e s s a g e i s p r o c e s s e d , t h e
r e sp on se m es sa ge ca n b e r e tr i ev ed fr o m th e T a l eo pr o d uc t i t s el f .
Middleware
T he r eq ue st m e ssa g e is s e nt to th e g e ne r ic g a te w a y of o ur m id dl ew ar e p la t f or m . T h e m e ss ag e is t h e n
a na l y z ed , v er i fi ed , t r a ns f or m e d ( i f n e ed e d) , a nd r ou t ed to t he p r o pe r Ta l e o p r od u ct . T he r es po n se
m e ssa g e i s a l s o r e t r i ev ed f ro m t he m i dd l e w a r e e nv i r o nm e nt , p o ss i b l y af t e r o t he r tr a n sf o r m at i o n s.
Mixed (deprecated)
T he r e q ue st m es sa ge i s se nt to th e m i d d l e w ar e an d r ou t e d to th e T al eo p r o du ct . T he r es po n se m e ss ag e
i s t h e n r e t r i e v e d d ir e c t l y f r o m t h e t a r ge t T a l eo pr o d uc t.
T hi s op t io n is n o t r e co m m en d ed b e ca us e t h e t w o f ir s t c o m m u n i c a t i o n t yp es a l m o st a l w a y s o f fe r be t t er
i n t e g r a t i on c o n d i t i o n s.
Message Types
T he m e s sa ge t y pe d e fi ne s h ow t h e in t eg r at i on i ns t r uc t io ns a r e se n t t o t h e Ta l e o e nv i r o nm e n t. Th i s p l a ce s
N O l i m i t at i on s o n t he f o r m at o f t he or i gi na l r eq u es t m e ss ag e o r th e f i n a l r es po n se m e ss ag e . I t si mp l y
d es cr i b e s t he m es sa gi ng fo r m a t u se d b et w e e n t he Ta l e o C o nn e ct C l i e n t a nd th e T a l e o en v i r on m e nt .
T-SOAP
S ta n da r d T al eo m es sa ge s a r e e x ch a ng e d be t w e en t he T a l e o C o nn e ct C l i e n t a nd th e T al eo en v i r on m en t .
A n y t r an sf o r m at i on s f r o m or to c us to m e r sp ec i f i c f or m a t s a n d/ o r en c od i n g o c cu r w i t h i n t he T al eo C o nn e ct
C l i e n t w or k f l o w .
RS-XML
T hi s is th e fun ctio n al e q ui val en t to th e T - S O AP c as e, ex ce pt it us es th e le g ac y Ta le o m e ss ag e fo rm at.
T hi s t yp e is a vai la bl e mo s tl y f o r ba c kw a r d s c om p a ti bi lit y r ea so n s. U nl es s r ec om m e nd e d by Ta le o t ec hn ic al
st a f f , ne w i n t eg r a ti on pr o j e ct s s ho u l d u se th e T - S O A P m e ss ag e t y p e .
4-2
Integration Engine
Workfow Type
Other Formats
T he me s sa ge s e x ch a ng e d w i t h th e T al eo en v i r on m en t c o ul d be i n a n y f o r m at o r e nc o din g . T he tr a n sf o rm a ti on s r e qu i r e d f or pr o ce s sin g t h e m e ssa g es b y T al eo pr o du c ts m u st oc cu r i n t he Ta l e o e nv i r o nm e nt
i t s el f, as s uc h , t hi s op t i o n i s o n l y a v ai l a b l e f o r t h e M i d d l e w a r e c o mm u n ica t io n t y p e.
4-3
Integration Engine
Configuration
Configuration
W o r kf lo w s ca n be c r ea t ed o r e di t ed u si ng t he C on f ig ur a t io n E d it or w it h in t he T a leo C o n ne ct C lie n t. E a ch
w o r kf lo w r e qu ir e s a c on f ig ur a t io n t o b e e x ec u te d ; h ow e v e r , d e pe nd in g o n t h e co m p le x it y le v e l an d t h e
sp e cia li za tion of the pro ce ss in g, th e s ame co nfi gu r ati on c a n be us ed for se ve ral i nte gra t io n p r oc es se s.
T he co nf ig u r at io n s ar e sa v e d t o f ile s w i t h *_cfg.xml e x t e ns i o ns fo r us e a t e x e cu t i o n t i m e. Th e e x a ct
sp e ci f i ca t i on s o f t h e co n f i g ur a t i on XM L st r uc t ur e ar e de f i n ed i n t he TaleoConnectClient.xsd sc he ma.
4-4
Integration Engine
Runtime
Runtime
Execution
I n a P r od uc t i o n e nv i r on m e nt , a Ta l e o C o n ne ct C l i en t w or k f low i s t y p ica ll y ex ec ut e d u si ng a co m m an d l in e
sc rip t . Th e r e are th re e po s sib le u s es ( t he y are s a me fo r al l o p era t in g sy stem s ; sh o w n h ere fo r Wi nd o w s) :
TaleoConnectClient.bat
[Configuration]: Absolute or relative location of the file containing the workflow
configuration.
[RequestMessage]: Absolute or relative location of the file containing the request message
(optional if the information is provided in the configuration).
[ResponseMessage]: Absolute or relative location of the file to contain the request message
(optional if the information is provided in the configuration).
E x a mp le s
T he fi r st exa m p l e i s t he t y pic a l us e o f t he Ta l e o C o n ne ct C l i en t w h e r e b ot h t h e r e qu e st a n d r e sp on se
m e ssa g e f ile s a r e s pe ci fi ed ex pl ici tl y . T h e w o r kf lo w co n fi gu r a ti on us ua ll y co nt a in s on ly c om m u n ica t io n
i n f or m a t i o n t ha t a p pl i e s t o a v a r i e t y of di f fe r e nt m es sa ge s .
T he s ec on d ex am p le is t y p ic al of a s ch ed u le d i nt e gra t i o n pr o ce ss w h e r e t h e r eq u es t m es sa ge v ar i es an d
the re sp on se m es sa g e fil e is ge n era ted ba se d on th e ti m es t am p (i .e . NewCandidates_2005-11-11.xml) .
T he l a st ex am p l e i s t y p i c al o f a s pe ci al i z e d w or k fl ow w i t h e x t e ns i v e p re a nd / or p os t - p ro c es sin g th a t o nl y
a pp l i es to a sin g l e i n te g r at i o n pr o ce ss . I n t h i s sit u at i on , t h e r e q ue st a nd r e sp on se f i l es ar e of t e n k no w n
a nd ca n t hu s b e sp e cif i ed in t h e co n fi gu r a ti on it se lf .
I t i s a l s o p o s s i b l e t o e x e c u t e a T a l e o C o n n ec t C l i e n t w or k f l ow f r o m w i th i n a n ot h er Ja v a a p pl i ca t i o n. T o d o
so , t h e h os t a pp li ca t ion m us t m a t ch t h e en v i r on m e nt co ns t r ain t s d ef in e d in t h e TaleoConnectClient.bat
sc rip t a n d in vo ke th e com.taleo.integration.client.Client.execute() m e t h o d .
Monitoring
T he T al e o C on n ec t C l i e n t g e ne r a te s a w o r kf l ow st at u s a t t he i n i t i a l i z at i on of a w o r kf l o w e x e cu t i o n, a ft e r
e ac h st e p a nd ag a i n a t t h e co m p l e ti on of t he w or k f l o w . T hi s st a t us c an be mo n i t or e d i n se v e r a l w ay s,
i n c l u d i n g t h e r a w X M L s er i a l i z a t i o n o r p r e - c o n f i g u r e d te x t a n d H T M L v e r s i o n s o f t h e r e s u l t . I t i s a l s o
p os si ble to p r ov id e an X SL tra ns f orm a tion to c r ea te a cu sto mi ze d vie w o n the w ork flow s ta t us ( f or vie w in g
i n a p o r t l e t f o r e x a m p le ) .
T he H TM L m o n it or i ng pa g e cu r r en t ly o f fe r s t h e m os t c om p l e t e a nd us er - f r i en dl y v i e w of t he w o r kf l o w
e x e cu ti on an d v ar io u s in f or m a t ion on th e p ip e lin e. Er r o r s c an a l s o b e e x a m i ne d f r o m t h i s v i ew .
T he st r uc t ur e of th e w or k f l ow r e su l t i s d e fi ne d i n t he TaleoConnectClient.xsd sc h e ma . It b a si ca lly
co n si s t s o f t he ov er a l l s ta t us of th e w or k f l o w , t h e er r o r d e t a i l s ( i f a p p l i c a b l e ) , a co p y of th e w ork flow
co n f i gu r a t i on , a n d t he r es ul ts of ea ch of t he i nd i v i d ua l st e ps .
4-5
Integration Engine
Runtime
Logging
T he T a l e o C o n n e c t C l i e n t l o g s al l pe rtin en t w ork flow e ve n ts t h r o u g h t h e A p a c h e J a k a r ta
C o m m on s- L o gg in g p r oj ec t . T he de f au lt co nf ig u r at io n i s t o co ll ec t t h is lo g i nf o r m at io n u si ng th e A p ac h e
L og g ing Lo g 4J p r o je ct , w h ic h is c o nf ig u r ab le u s ing t he log4j.properties f i l e i n t h e log f o l d e r .
In t he cu r r en t v e rs io n o f th e Ta le o C o n ne ct C li en t , t h e m o ni to r in g f e at u r e w as de si gn ed t o r e pl ac e a lm o st
a ll u s es o f th e lo gg in g f ea t ur e . It is r e co m m en d ed t o al w a y s en a ble a n d c o ns ul t th e m on it o r in g fi le s b e fo r e
s c a n n in g t h e l o g f i l e s .
T he tw o m ai n r e as on s f o r u si ng log g in g in th e c ur r e n t v e r si on ar e :
I n t eg r a t i o n p r o ce s s pr og r e s si o n f r o m t h e T a le o p r o d u ct : C ur r e n t l y , t h e m o n it o r i n g f i l e s d o
n ot sh ow th e p r og re ss in fo rma t io n ( r ec ord or in stru ctio n c ou n t) from the T a le o p r od uc t
p r oc es si ng th e r e qu e st m es sa ge . B y d ef a u l t , t he l o gg i n g w i l l sh o w th i s i nf o r m at i on a t ea ch
i n v o ca t i o n o f t h e Po l l s tep (a v a i l a b l e f o r P r o du ct c o m m u n i c a t i o n t y p e o n l y ) .
A d v a nc e d d e b ug g i ng o f t h e H T TP c om m u n i ca t i on : B y e n ab lin g t h e lo g gi ng of th e H T T P
co mmu ni ca ti on strea m , it is p os sib le to s e e ev ery si ng le b yte o f i nfo rma t io n tran sfe rre d to an d
f r om t he Ta l e o e nv i r o nm e n t. Th i s i s us ef u l a t i m p l e m e n t a t i o n t i m e o r f o r c e r t a i n t e c h n i c a l
investigations
Error Handling
T he cu r r en t v er s io n o f t he Ta le o C o n ne ct C lie n t h as sig n if ic an t ly im p r ov ed er r o r h a nd li ng . E x a m in ing
e r r or s w i th t h e mo n i t or i ng f e at u r e sh ou l d e na b l e cu s to m e r s t o d i a gn os e an d co r r e ct m o st o f t he p ot e n ti al
p r ob le m s with work flo w ex ec utio n s.
E ac h e r r or ge n er a t ed by t h e T al eo C on ne c t C li en t i s id en t if ie d b y a u ni qu e a nd st a bl e co d e t ha t c an be
u se d in a ut o m at e d p r oc es se s. E ac h c od e c or r e sp o nd s t o a sp e cif i c h um a n- r e a da b le d e sc r ipt i on . I n s ev er a l
e r r or sc en a r i o s, a r ea so n i s av ai l ab l e th a t d es cr i be s t he pa r t i c ul ar co n te x t of t he pr o bl em .
W o r kf l o w er r o r s m a y al so ha v e an y nu m b er o f d et a i l s of d i f fe r e nt t y p es . W h en th e p r o bl em o cc ur s d u r i n g
a s t ep , b ot h t h e s te p 's u n i q ue i de n t i f i e r a n d hu m a n- re a da b l e n am e ar e i nc l u de d a s d et a i l s . I f t he er r o r
w a s ca u se d b y a Ja v a l a ng ua g e e x ce p ti on , t h e s ta ck tr a ce i s p r ov i d ed a s a de t ai l . I n ad d i t i o n, se v e r al
p r ob l e m s of f e r a tr o u bl es ho o ti ng ti p a s an er r o r de t ai l . F i n al l y , ge ne r i c m e s sa ge s a r e o ft e n a dd e d as
d et a i l s t o cla r i f y t he co nt e x t of t he p r o bl em . T h e n um e r i c al e r r or co d e u se d i n pr e v i o u s v e r si on s o f t he
c l i e n t i s i nc lu de d a s a d et a i l w h e n p os si b l e .
4-6
Integration Engine
Runtime
4-7
Integration Engine
Runtime
Temporary Files
T he T al eo C on ne c t C l i e n t us e s a s er i es o f t em p o r ar y f i l e s du r i n g t he w or k f l ow e x e cu t i o n. T he se f i l e s a l l ow
t he i n te g r at i o n p r o ce ss t o s up p or t l a r ge tr a n sf o r ma t i o ns by s tr e a m i n g t he co nt e nt of o ne v er s i o n o f t h e
m e ssa g e t o a no t he r . B y d e fa u l t , t he f i l e s a r e cr e at e d i n t he s t an d ar d te m p or a r y f ol d e r p r o v i d ed by t h e
o pe r at i ng sys t em an d a r e d el et e d w h e n t he w o r kf l o w ex ec ut i o n i s co m pl et e d ( su cc es sf u l l y o r no t ).
A t i m p l e m e n t a t i o n t i m e o r f o r c e r ta in t e ch ni ca l i nv es ti ga t i o ns , i t m a y b e us ef u l t o k ee p t he se t e m po r ar y
f i l e s . Th i s ba si ca l l y p r ov i d es a sn ap sh ot o f t he r eq u es t a nd r es po n se m e ss ag e b e fo r e a n d af t e r e v e r y
w o r kf l o w st e p . Th e X M L v er s i o n of t he w o r kf l o w r es ul t c on t ai ns t h e s pe ci fi c l o ca t i o n o f e ac h t em p o r ar y
f i l e u s e d i n t h e e x e c u ti on .
4-8
Integration Engine
Monitoring
Monitoring
T he Ta l e o C o n ne ct C l i en t en ab l e s e n d u se r s t o t r ac k t h e p r og r e ss a nd i n sp e ct th e f i na l st a t us of w o r kf l o w
e x e cu ti on s us i n g th e m o ni to r i n g f ea t ur e . Th e f ea t ur e i s b a se d on t h e w or k f l o w r e su l t i n f o r ma t i o n t ha t i s
u pd a te d a t e a ch s t ep o f t h e w o r k fl ow e x e cu t io n. Th is in f o r ma t io n c an b e s av ed to di sk i n it s o r ig in al X M L
f o r m a t , i n a t e x t o r H TM L f o r m a t t e d v e r s i o n , o r i n a c us t om form a t u si ng an X S L tran s fo r m a ti on .
Configuration
Folder and File Name Pattern
T he m a in co nf ig u r at io n r eq u ir e d t o en a bl e t h e m on it o r ing fe atu r e i s s el ec t in g th e c o m p l e t e l o c a t i o n o f t h e
m o ni to r in g f il es . T he fi r st st ep is t o s e l e c t t h e f o l d e r w h e r e t h e m o n i to r i n g f i l e s f o r t h e w o r k fl o w
co n f ig u r at i on w ill b e cr e a te d . T he f o ld er ca n b e a ny l oc at io n a cc es si bl e by t h e p r oc es s r un n in g t he T a le o
C o nn e ct C lie n t. Th e s ec on d s t ep i s t o s e l e c t t h e p a t t e r n f o r t h e m o n i t o r in g f il e n am e s. It i s p os sib le to
r e -us e th e wo r k fl o w ex ec u ti on i d e n tif i e r o r sp ec i f y a c us to m pa t t er n f o r t h e f i l e n a m e . H e r e a r e a f e w
t y p i c al s ce na r i o s:
T he w or k f l o w i de n ti f i er i s d efi ne d a s E xtrac tNew Hire s-[NOW ] an d th e p r oc es s is e xe cu t ed e ve r y
h ou r . A s s uc h, t o k e e p pr o p er r e c o r ds , t he m on i t o r i n g f i l e c a n d ir e c t l y r e - u s e t h i s i d e n t i f i e r .
E xa m p l e o f H T ML m on i t o r in g f il e n a m e : ExtractNewHires-20051015-1432.html
T h e w o r k f l o w i d e n t i f i e r i s d e fi ne d a s E x t r a ct N e w H i r e s- [N O W ] bu t t he p r o ce ss i s ex ec u te d ev er y
n ig ht . H e r e t h e m o ni to r in g n ee d s ar e t o ex am i ne du r in g t he da y if th e n ig h tl y ex ec ut io n w en t
s m o o t h l y . I n o r d er t o s im p l i f y t hi s t a s k , t h e m o n i t o r in g f il e c an s p ec if y a f ix e d f il e n am e lik e
E x t r a c t N e w H i r e s . I n t h i s w a y , t he I T st af f c an d e fi ne a b r ow se r b oo km a r k th a t r em a i n s th e sa m e
f or a l l e x e cu ti on s .
E xa m p l e o f H T ML m on i t o r in g f il e n a m e : ExtractNewHires.html
T h e w o r k f l o w i d e n t i f i e r i s d e f in e d a s [ U U I D ] , a n d t h e w or k f l o w c o n f i g u r a t i o n a p p l i e s t o a v a r i e t y
o f r e q ue st m e ss ag es . T h i s i s a go od ch o i c e t o e n su r e u n i qu e ne ss bu t a b a d o ne t o r e co g ni z e a
p r oc es s. Here the m on ito rin g n ee d s foc us on fi nd in g th e c orre ct file for e ac h p r oc es s. A go od
c h o i c e f o r t h e m o n i t o r i n g f i l e p a t te r n i s t h e n ( [ F I L E ] - [ N O W ] ). I n t h i s w ay , a s im p l e g la n c e a t t h e
m o ni to r i n g f o l d er w i l l de t er m i ne w ha t r eq ue st m e ssa g e w a s se n t a nd w h en .
E xa m p l e o f H T ML m on i t o r in g f il e n a m e : LoadRequisitions-2005.05.12T23h12m.html
U si ng a v a r i a bl e w o r kf l o w i d e nt i f i e r an d a fi x e d m on it o r in g f ile na m e p at t e r n is t h e r e co m m en d ed
co n f ig u r at i on w he n d es ig n ing an d i m ple m e nt in g a w o rk f lo w . S in ce th e i nt e gr a t io n p r oc es s is l au n ch ed
m u l t i p l e t i m e s a n d n o r e c or d k e e p i n g i s r e q ui r e d , t h is a llo ws t h e i m p l e m e n t e r t o s i m p l y r e f r e s h th e
m o n i t o r i n g i n f o r m a t i o n i n a b r o w s e r w i t h o u t l o o k i n g f o r t h e c o r r e c t fi l e .
4-9
Integration Engine
Monitoring
HTML Format
T he H T M L fo r m a t i s th e r ec o m me n de d ch o i ce f o r t he m o ni to r i n g f ea t ur e . Th i s f or m a t i s t he e as i e st t o u se
a nd of f er s a l l o f t h e u su a l l y r e qu i r e d i nf o r m at i o n . I t al l ow s t he qu i c k de t ec t i o n o f e r r or s a n d al so
g r ap h ic a lly s ho w s th e p r og res s o f th e wo rkflo w ex ec u ti on .
I n o r d e r f o r a n H T M L m o n i t o r i n g f i l e t o d is p l a y c o r r e c t l y i t m u s t b e cr e at e d i n a fo l d e r w i t h t h e p r op e r w eb
r e so ur c es (i. e . co n t ai nin g t h e web f o l d e r d i s t r i b u t e d i n t h e monitoring f o l d e r ) .
A l t h o u g h t h e H T M L mon it o ri ng pa g e w il l di sp la y in m o st br o w s er s , t h e co n te n t is o p t im iz e d f o r v ie w in g
w i th i n M i cr o so f t 's I nt e r ne t Exp l o r e r , v e r si on 6 . 0 o r b e tt e r .
T he H T ML f or m a t SH O U LD N O T b e us ed as pa r t of a n a u to m a te d pr o ce ss as Ta l e o do es no t gu a r an t ee t he
s t a b i l i t y o f t h e p r o d u ce d f o r m a t . I f w o r k f l o w r e s u l t i nf o r m a t i o n i s r e q u ir e d t o m a k e d ec is io n s i n a n
a uto m ate d p r oc es s, th e n a c us t om m on ito rin g file sh ou ld be u s ed .
Text Format
T he te x t fo r m a t o f fe r s a n a bb r ev i a te d v i e w on t h e w o r kf l ow r e su l t i n fo r m a ti on an d s ho ul d o nl y b e u se d i n
e nv i r on m e nt s w he r e a H T M L p a ge i s no t ap pr o p r i a te :
L I N U X or U N I X b a se d e nv i r o nm e nt s a cc e ssi bl e o nl y th r o ug h c om m a nd l i n e a cc es s.
E n v ir o nm e n ts th a t p r ev en t t h e a cc es s to the HTML pa ge or we b re so urc e s.
T he te x t f or m a t S H O U L D N O T b e u se d a s p ar t of an au t om a t ed pr o ce ss a s T al eo do e s no t g u ar a n te e t h e
s t a b i l i t y o f t h e p r o d u ce d f o r m a t . I f w o r k f l o w r e s u l t i nf o r m a t i o n i s r e q u ir e d t o m a k e d ec is io n s i n a n
a uto m ate d p r oc es s, th e n a c us t om m on ito rin g file sh ou ld be u s ed .
Custom Format
T hi s fo r m a t o ff e r s t he en d u se r t h e a bi l i t y t o c us to m i z e t he v i e w on th e m o ni t or i n g i nf o r m at i o n . T hi s ca n
b e u se fu l in se v e r al w a y s , in pa r t ic ul ar :
T h e m on it o r in g in f or m a t io n is t o b e d is pl ay ed in a p o r tl et , bu t u si ng th e c om p a ny s ty lin g ( n ot
t he Ta le o b r an d in g p r ovi de d i n t he de f au lt H TM L fo r m a t) .
A n a u to m a te d p r oc es s ex am i ne s t he w or k f l o w r e su l t an d t hu s a st a b l e ( an d p r es um a bl y sim p l e r )
f or m a t m u s t b e cr e a te d .
XML Format
T he X M L f o r m at i s a d i r e ct s er i a l i z a ti on o f al l t h e i nf o r m at i on co n ta in in g in t he w o r kf l ow r es ul t, a s su ch
i t i s t he m o st co m pl et e f or m a t . H o w e v er , th e i n f or m a t i o n i s n ot p r o v i d e d i n a u se r - f r i e nd l y m a nn er . T h i s
f or m a t w ill n o r ma ll y on ly b e u se d a t d es ig n t im e w he n b u ild in g a c us t om m on it o r in g t r an s fo r m a ti on .
H o w e v e r , i t m ay b e u se d d i r e ct l y i n au t om a t ed pr o ce s se s i f t h e a pp l i ca t i o n r ea d i n g t he i n fo r m a ti on
su p po r t s XM L s t r uc t ur e s. T h e XM L f o r m at i s al so t h e on l y o ne co nt a i n i n g th e t e m po r ar y f i l e l o ca t i o ns u se d
b y ea ch of th e s t ep exe c utio n s.
4-10
Integration Engine
Monitoring
Monitoring Information
Basic Information
T he b as ic m on it o r in g i nf o r m at i on ca n b e s ee n in t h e l ef t h an d co lu m n of t h e H TM L m o ni to r in g f or m a t an d
co n si s t s o f t he ov er a l l s ta t e o f t h e w o r kf l o w e x e cu ti on an d t h e i n di v i d u al s t ep s t at u se s.
I f t h e w o r k f l o w e x e c u t i o n i s c o m p l e te d , t he n a l l s te p s w i l l al so b e c om p l e t ed .
I f t h e w o r kf l o w ex ec ut i on i s i n pr o gr e ss , t h en a su b se t o f a l l s te p s w i l l be co m pl et e d.
I f t h e w o r k f l o w e x e c u t i o n i s i n er r o r , t he n a pa r t i cu l a r st e p m ay a l s o b e i n e r r o r . H o w e v e r ,
c e r t a i n e r r o r s c e n a r i o s o c cu r at t he i ni ti al i z a t i o n o r f i n a l i z at i o n o f t h e w o r kf l ow e x e cu t i o n,
h en ce ei th e r n o s te p s or a l l st e p s w i l l ha v e b e en co m pl et e d.
4-11
Integration Engine
Monitoring
Workflow Information
T he w or k f lo w in fo r m at i on is p r ovi de d i n t he fi r st se ct io n o f t h e H T M L m o ni to r in g f o r m at an d c on si st s o f
t h e w o r k f l o w i d e n t i f i e r f o r th i s e xe cu t i o n, t he t y pe o f th e w or k fl ow , t he st a r t, en d a nd du r a ti on of th e
e x e cu ti on ( w h en a p pl i ca b l e ). I n a d di ti on , t he o r i g i n al l o ca t i o n of t h e r eq ue s t m es sa ge f i l e an d t he t a r ge t
l o ca t i o n o f t h e r es p on se m es sa ge fi l e a r e a l s o sh o w n . Th e p r e se nc e o f t h e r es p on se me s sa ge ta r g et
l o c a t i o n D O E S N O T i m p l y t h a t t h e f i l e w a s a c t u a l l y c r e a te d. T hi s i s o nl y th e c as e if the wo rk fl ow ex ec uti on
co m p le te d w ill s uc ce ss .
4-12
Integration Engine
Monitoring
Default Monitoring
T he r e i s a sp e ci a l ca se of w o r kf l o w m on i t o r i n g t ha t ha nd l e s t h e ca se w h er e a n e r r o r o cc ur s b e f or e t h e
i n i t i a l i z a ti on o f th e w o r kf l o w e x e cu tio n. In su ch c as es , th e m on it o r in g c on f i g ur a t i o n d e ta i l ed a bo v e i s no t
kn o w n a nd a s s u ch , a de f au lt b e ha v io r h a s t o b e de f in ed . In t h e c u r r en t r el ea s e, t h is be h av i or is t o c r e at e
a t e x t a n d H T M L m o n i t o r i n g f i l e n a m e d WorkflowProblem.html i n t h e monitoring su b fo ld e r o f t h e
current folder.
T he ty pi ca l sit u at i on s w h e r e t he d e f au lt m on it o r ing is u se d a r e:
T he w or k f lo w co nf ig u r at io n f il e lo ca t io n is i nv al id a n d t he co nf ig u r at io n i s no t f o un d .
T he w or k f lo w co nf ig u r at io n f il e is i nv al id . Th is ca nn o t h ap pe n w he n u si ng th e C o n fi gu r a ti on
E di to r U I a p p l i c a t i o n , b ut m a y o c c ur i f t h e X M L c on f i g u r a t i o n f i l e i s e d i t e d m a n ua l l y.
T he r e q ue st a nd / or r e sp on se f ile w er e r eq ui r ed by t h e co n fi gu r a ti on bu t n o t s pe ci fi ed in t h e
co mma nd lin e a r gu me nts.
T he se sit u at i on s a l m os t o n l y o ccu r du r i n g i mp l e m e nt a tion time, so th is i s no t a co nc e r n for pro d uc tio n
e nv i r on m e nt s . H ow ev er , w he n d es i g ni ng a n d cr e a ti ng a ne w pr o ce ss , i t i s us e fu l t o ch ec k f or t he p r e se nc e
o f t h e d e f a u l t m o n i t o r i n g f i l e i f no r e s ult s s ee m t o be ge n er a t ed .
4-13
Integration Engine
Alerting
Alerting
T he T al eo C o nn e ct C li en t M on it o r in g f e a tu r e is v e ry h el p f u l t o g e t d e t a i l e d i n f o r m a t i o n a b o ut t h e w or k f l o w
e x e cu ti on o f a n i nt e gr a t i o n p r oc e ss d u r i n g i t s exe c ut i o n . H o w e v e r , w h e n p r oc e ss es a r e sc he du l e d t o r un
a t t i m e s w h er e i t i s no t p r a ct i c al f o r a u se r to m on i t or t h e e x ec u ti on , a n e - m ai l r ep or t ca n h el p t he us er
st a y i n f or m e d o n t h e s ta t us of t he i n te g r at i o n p r o ce ss es . T he Ta l e o C o n ne ct C l i en t en ab l e s e nd us e r s t o
g e t s u c h n o t i f i c a t i o n s v i a th e A l e r t in g f ea t ur e b y se nd in g n ot if i ca ti on s u po n ea c h w o r kf l o w c o mp l e t i o n o r
o nl y u po n f a i l u r e s. Th e en d us er c an c ho os e to r e ce i v e e - m ai ls a s te xt o r in a c us t om fo rm at u sin g an X SL
t r a n s fo r m a t i o n .
Configuration
General information
F i r s t , t h e i n f o r m a t i o n t h a t n ee ds t o b e c o nf ig u r ed f or t h e T al eo C o nn e ct C li en t to b e a bl e t o se nd e - m ai l
n ot if i ca ti on s is t he a dd r e ss of t h e m ai l s er v e r b e ing u se d . Th e m ai l h os t m us t b e s p ec if ie d on t h e A l er t in g
p ag e , G e ne r al s ec t io n.
Enabling notifications
T he T al eo C o nn e ct C l i en t ca n se nd n ot i fi ca t i o ns w h en t he w or k fl ow ex ec ut i on co m p l e te s (r e ga r d l e ss of i ts
st a t us ), w h en i t e n co un t er s a n e r r o r , or b ot h . F or e x a mp l e , i f t h e en d u se r i s o nl y i n te r e st e d i n g e tt i ng
e - m ai l n o ti f i ca t i o ns w h e n an e r r o r o cc ur s , on l y t ha t n ot i fi c a t i o n c a n b e a c t i v a t e d . Ea ch n o ti fi ca tio n mus t
t he n b e s ep a r at e ly co n fi gu r e d ( se e n ex t se ct i on ) .
4-14
Integration Engine
Alerting
Recipients
E - mai l n otifi ca ti on s c a n b e se nt to on e o r mo re re ci p i e n t s . R e c i p i e n t s c a n b e a d d ed t o t h e " To " o r " C C "
e - m ai l f i e l d . I f m o r e th a n on e r ec i p i e nt m u st b e sp e ci fi ed in a g iv e n f ie ld , se pa r a te t h e r ec ip ie nt s w it h a
comma.
R e cip ie n ts c an b e a dd e d ei t he r w it h t he ir e- m a il a dd r es s or w it h t h ei r n am e a n d ad d r es s. H e r e a r e sa m p le
v a li d r ec ip ie nt co n fi gu r a ti on s:
jsmith@domain.com
J oh n A . Sm it h < js m it h @ do m ai n. co m >
J oh n A . Sm it h < js m it h @ do m ai n. co m > , it @ d om a in .c om
Subject
T he su bj ec t o f e a ch e - m a i l n ot i f i c a ti on ca n b e se t t o pro v i d e d e ta i l s on t he p a r ti cu l a r w or k f l o w exe c ut i o n .
T he s ub j e ct f i e l d i s a pa t t er n t h at c an i n c l ud e p l a ce ho l d er s f o r i n fo r m a ti on t h at c ha n ge s e a ch e x e cu ti on .
T hi s c a n m ak e it e a sie r f o r t h e r e c i p i e n t ( s ) o f t h e n o t i f i c a t i o n t o u n d e r s t a n d t h e c o n t e x t o f t h e n o t i f i c a t i o n .
H e r e a r e a f e w exa m p l e s:
T h e su b jec t i s d ef in e d as C om p le t ed exp o r t ( [ N O W ] ). If th e re ci pi en t i s no t e x p e ct in g t o r e ce iv e
n ot if i ca ti on s a b ou t m ul ti pl e i nt e gr a t io n p r oc e sse s , s im p l y i n c l u d i n g t h e c u r r e n t d a t e / t i m e i n t h e
subject is sufficient.
A c t u a l s u b j e c t s a m p l e : C om p le te d e x p o r t ( 04 - 2 0- 2 0 06 08 :3 2 :0 0 A M )
T he s u bj ec t is de f in ed a s [ F I L E ] c o m p l e t e d. I f t h e r e cip i e n t m a y r ec ei v e n o ti fi ca t i o ns a b ou t
m u lt ip le i nt e gr a t io n p r oc es se s, th e d a te / t im e a lo n e w il l no t b e s uf f ic ie nt t o d ist in g ui sh n o ti f ica tio n s q uic kl y in an e - mai l rea d er. In cl ud in g th e n a m e o f t h e r e q ue s t f i l e c a n h e l p i n t h a t c as e .
A c t u a l s u b j e c t s a m p l e : N ew H i r e E x t r a c t i o n c om p l e t e d
T h e su b jec t i s de f in ed as I nt e g ra t io n c om p le t ed. S i n ce a sin g l e i nt e gr a t i o n p r oc es s i s i n u se ,
t he r ec i p i e nt si m pl y w an ts t o b e n o t i f i e d w h e n i t co m p l et e s a nd do es no t n e ed a n y ad d i t i o na l
d et a i l s .
A c t u a l s u b j e c t s a m p l e : I nte gra t io n c omp le te d
Text e-mail body
T he bo dy o f t h e t e x t e - m a i l n ot i f i c a ti on co nt a i n s a t e x t ua l r ep r e se nt a t i o n o f t he w o r kf l o w ex ec ut i on ,
si m ila r to th e f o r m at us ed i n t e x t m o n i t o r i n g f i l e s . U s i ng t hi s fo r m at g i v e s t he e n d u se r a c o m pl e t e e x e cu t i o n r e p o r t t h a t i s g u a r a n t e e d t o w o r k w i t h mo s t e - m ai l r ea de r s .
4-15
Integration Engine
Alerting
4-16
Integration Engine
HTTP Proxy
HTTP Proxy
In ce rta in co rpo r ate n e twork s, IT p ol ici es e n forc e the u s e of a p r oxy to fu nn e l all e xte rna l HT TP re q ue sts .
T hi s i s a n i m p o r ta n t p ar t of t he ove r a l l n et w o r k s ec ur i ty .
T he Ta l e o C on ne c t C l i e nt f ul l y s up po r t s t h e u se of a n H T T P p r ox y bo t h i n t he r u nt i m e ex ec ut i on sc r i pt a nd
t hr o u gh th e d e sig n e nv i r o nm e n t. Th e c on f i g ur a t i o n o f t he H TT P p r o x y f ol l o w s t he Ja v a s t an da r d
d oc um e n te d at h tt p : / /j av a. su n .c om / j 2s e/ 1 . 4. 2 / do cs / gu i d e / ne t / pr o pe r t i e s. h tm l (t h es e a r e th e sa m e s pe ci f i c a t i o n s a s f o r th e n e w 1 . 5 v e r s i o n ) .
A cc o rd in g t o t h es e s pe ci f ica t io ns , t h e co n fi gu r a ti on of th e H T T P p r ox y i s d on e a t t h e JR E le v el ; t h at is
t he r un t i m e e n v i r o nm e n t i n w h i ch th e i nt e gr a t i o n p r oc es s i s i nv ok ed . T he co nn e ct i v i t y i n fo r m a ti on i s
p as se d as s y s te m p r o pe r t i e s i n e i t he r t h e r un t i m e e xe c u t i o n s c r i p t o r t h e d e s i g n e n v ir o n m e n t i n i t i a l i z a t i o n
file.
H e nc e, as su m i n g t h e co r p or a t e H T TP p r o x y i s a v a i l ab l e a t proxy.acme.net o n p o r t 3128, t he
TaleoConnectClient.bat sc r ip t s ho u ld b e c ha ng e d t o a dd
%JAVA_HOME%\bin\java.exe -Dhttp.proxyHost=proxy.acme.net -Dhttp.proxyPort=3128
-Djava.endorsed.dirs=%IC_HOME%\lib\endorsed ...
P l e a s e n o t e t h a t w e a l s o f ul l y s u p p o r t t h e http.nonProxyHosts pr o p er t y a s de f i n ed i n t h e J a v a s p e c i f i ca tio ns .
I f t h e u se o f an H T T P pr o x y i s r e qu i r e d al so i n t h e de s ig n e n v ir o n m en t , th e n th e f ol lo w in g li ne s sh ou ld b e
a d d e d t o t h e TaleoConnectClient.ini fi le :
-vmargs
-Djava.endorsed.dirs=lib/endorsed
-Dorg.apache.commons.logging.Log=org.apache.commons.logging.impl.Log4JLogger
-Djavax.xml.transform.TransformerFactory=net.sf.saxon.TransformerFactoryImpl
-Dhttp.proxyHost=proxy.acme.net
-Dhttp.proxyPort=3128
In p r e v io u s v er s io ns , t h e co nf i gu r at io n o f t h e H T TP p ro xy wa s do ne in the cli en t c on f i g u r a t i o n f i l e i t s e l f .
T hi s is n o lo n ge r s u pp or t e d in f av o r of t he st an d ar d w ay d e sc r ib ed a b ov e ( se e t he M ig ra t io n s ec t ion f or
more details).
C e r t ain i m p l e m en t at i o n s su pp o r t t h e https.proxyHost pr o p er t y a l t ho u gh i t i s no t p a r t o f t h e Ja v a
sta n da rd. Th e T a leo Co nn ec t Cl ie nt on ly s up p orts http.proxyHost, w h ic h is u se d f o r a ll H T T P r e qu es t s
( H TT P o r H TT P S pr o t oc o l ) .
4-17
Processing
Processing
Pre-processing Steps
Pre-processing Steps
T he m ai n ob j e ct i v e o f t h e p r e- pr o ce ss i n g s te p s i s t o i ni ti at e th e i nt e gr a t i o n p r oc es s b y ga t he r i n g a l l t h e
r e qu i r e d i n f or m a t i o n a nd co ns t r uc t a v al i d r e qu e st m es sa ge i n t h e T al eo f o r m at .
Convert Encoding
T hi s st e p co n v e rt s t h e e nc od in g o f t h e f il e co n ta in in g t h e r e qu es t m e ss ag e . T he co nf ig u r at io n s pe ci f ie s
t he ex pe ct e d e nc od in g a n d t he ta r g et en co d in g. Th is s te p m a y b e r eq u ir e d be c au se th e T a leo C o nn ec t
P l a tf o r m o n l y su p po r t s U TF - 8 e n co di ng .
S el ec t G e ne r a t e B O M (b y t e o r d er m ar k ) t o a ss i g n a s i g na t ur e ch ar a ct e r c o de t o th e e n co di ng .
Validate Encoding
T hi s s t ep sc a ns t he f il e c o nt a in in g t h e r eq u es t m es sa ge t o e nf o r ce t he v al i di t y o f t he sp e ci fi ed e nc od i n g
i n t h e c on f i g ur a t i o n. T hi s i s a c on v e ni en c e s t ep t ha t i s ol at e s t h i s v a l i d a ti on f o r an e as i e r d i a gn o sis . Eve n
i f t hi s st e p i s n o t i n cl ud e d i n t h e w o r k fl ow , t he Se nd st e p w i l l v a l i d a te th e r e q ue st m es sa g e t o e nf o r ce
t he m an d at o r y UT F - 8 e nc o din g f o r t h e T al eo C on n ec t P l a t fo r m ; a s su c h, i t i s al w ay s o pt i o n al.
Prepare Export
T hi s s t ep tran s fo r m s a s p ec ific atio n cre a te d in the E x p or t Ed i t o r in t o a st an d ar d T - X M L d o cu m en t . Th is
is a r eq u ir ed st e p w h en t he r e q ue st f ile is in th e S Q - X M L f o r m at ge n er a t ed by t h e Ex po r t E d it or .
Prepare Import
T hi s s t ep c o nv er t s a C S V so u rc e f i l e i n to a T - X M L i m p or t do cu m e nt . T he l oa d s pe ci fi ca t i o n cr e at e d i n t h e
I m po r t E d it o r i s u se d t o e x e cu t e t he co nv er s i o n. Th e p r oc es s i s re l a t i v e l y s t r ai gh t fo r w a r d , cr e a ti ng a
st r u ct u r ed v ie w of t he im p or t e d in f or m a t io n ba s ed o n t h e T al eo pr o du ct b us in es s m od e l an d a ss ig ni ng
va lu es b a se d on th e in div id ua l co lu m n sp ec ific atio n s. T hi s i s a req ui r ed s t ep wh e n th e re qu e st fil e is in
C S V f or m a t a n d t he Pro d uc t c o m m u n i c a t i o n t yp e is s el ec t ed .
Wrap SOAP
T hi s st e p w r a ps a T- XM L d o cu m en t i n a T - S O A P m e ss ag e f o r t r a ns m i ss i o n t o a Ta l e o p r od u ct . T hi s i s a
r e qu i r e d s te p a f te r bo t h t h e Pr e p ar e Exp o r t a nd Pr e p ar e I m po r t s t ep s.
Generate ID
T hi s st ep ge ne r a t es a u n i qu e i de nt i fi er an d i ns er t s i t i n to th e r e qu e st m e ss a ge p r o v i d ed i n t h e pi pe l i n e .
T he pr e se nc e o f s uc h a n i d e nt i f i er i n t h e r e qu e st m e s sa ge i s m a nd at o r y i n t h e T - SO A P f or m a t a n d i s a
p r e-re q ui site for a ll i nte gra t io n p r o ce ss es . T h is s t ep is us efu l if th e c us t om e r sys t em d o es no t cre ate su ch
a v al ue i n t he or i gi na l r eq u es t m e ss ag e f i l e o r f o r d a ta ex tra cti on s ce n ari os w he r e th e req u es t fil e is
re -us ed for ea c h ex ec uti on .
N O T E : T he W r a p S O A P s t ep co v e r s t his w h en u s ing im p or t or e x po r t sp ec if ic at io n s.
5-1
Processing
Pre-processing Steps
Custom Steps
T he ma i n ob j e ct i v e o f c us t om st e ps i s t o p r ovi de fu n ct i o n al i t y th a t i s no t a v a i l a b l e i n t he se t o f p r e- o r
p os t - pr o ce ss st ep s i n t he cu r r en t v er s io n o f T al eo C on ne c t C li en t .
T he i m pl em e n te r ca n a cc es s t he c u r r en t p i p el i n e a s w e l l a s th e e n ti r e w o r kf l o w co n f i g ur a t i o n w h en
e x e cu ti ng a c us t om st e p. I n a d di ti on , t he c o nf i g u ra t i o n of th e c us to m s t ep s al l o w s an y ext r a i nf o r m at i o n
t o b e p as se d t o t h e cu st o m s t ep Ja va c od e , in na m e/ v al ue pa ir s .
5-2
Processing
Processing Steps
Processing Steps
T he m a i n ob j e ct i v e o f t he pr o ce ss i n g ( or co m m u nic a ti on ) s te p s i s t o s en d a r e q ue st m es sa g e t o t he T a l e o
e nv i r on m e nt an d r e t r i e v e a c o r r es po n din g r e sp o ns e m e ss ag e.
T he f ol l o w i n g t h r ee m a nd at o r y p r oc es si ng st e ps ar e a t t h e c o re o f a n y T al eo C on n ec t C l i e n t w or k f l ow ar e
S e n d , P o ll , a n d R e t i e v e . T he se st e ps sh ar e th r e e c om m o n co n f i g ur a t i o n ca t eg o r i e s t ha t h a v e o n l y sl i g ht
v a r ia t io ns be t w e en t he m : E n dp o in t I nf o r m a t i o n , A u t h e n ti c a t i o n I n f o rm a ti o n , a n d Q u a l i t y I n f o r m a t i o n . T he
W i z a r d w i l l c o r r e c t l y p o p u l a t e m o s t o f th e i n f o r m a t i o n .
Endpoint Information
T he e nd p oi nt i nf o r m at i o n co n f i gu r e s w he r e t he T a l e o C on ne c t C l i e n t i s t o se nd o r r e t r i ev e t he m e ss ag es .
B a sic al ly, t hi s in fo r m a ti on r ep r e se nt s t h e d i s p a t c h e r U R L f o r t h e w e b s e rvic es exp o se d b y ei the r th e T a le o
m id d lew are or the Ta le o p r od u ct.
Authentication Information
T he a ut h en t i c at i o n i n f or m a t i o n co nf i g u r es h ow t he T al eo C o n ne ct C l i e n t au t he n ti ca t es i t s el f to i nv ok e th e
T al eo e n viro n m en t w eb s e rv ic es . Cu rren t ly, on ly th e HT TP Ba s ic Au th e ntic a ti on sch e m e is s up p orte d.
Quality Information
T he q u al it y in fo r m a ti on d e t er m in e s th e r o bu s tn e ss o f t h e in te g r at io n p r oc e ss d r ive n b y t h e T al eo C on ne c t
C li en t . A lt h ou g h cr u c ial f o r t h e p ol lin g s t ep , c er t a in v alu e s ap p ly t o a ll p r oc es si ng s t ep s. B as ic al ly t he
q ua l i ty i nf o r m at i o n d et e r m i n es ho w m an y t i m e s th e s t ep ' s w e b se r v i ce i s i n v o ke d b ef o r e t he pr o ce ss i s
co n si d e r ed i n e r r or . Th e p o l l i ng s t ep of f e r s a f ew e x t r a c o nf i g u r at i o n s gi v e n i t s s pe ci al c i r cu m st a n ce s of
a l m o st a l w ay s ha v i ng t o i n v ok e t h e st a t us w eb se r v i c e se v e r a l ti m es .
5-3
Processing
Post-processing Steps
Post-processing Steps
T he ma i n ob j e ct i v e o f t h e po s t- pr o ce ss i n g st e p s i s t o c on v e r t o r tr a n sf or m t he i n f or m a ti on i n t h e T al eo
f or m a t r e s po ns e m e ss ag e t o a pr o pe r fo r m a t f o r t h e cu st o m er s y st e m a n d co m p l et e th e i nt e gr a t i o n
p r oc es s.
Strip SOAP
T hi s s t ep r e m ov es t he e nv el op e us e d i n th e m e ssa g e tr a n sm i s si on , w h i ch f o l l o w s t he S O A P w e b se r v i ce
st a n da r d. Th e S O A P e n v e lop e c on t a in s co m m un ic at io n r e la t ed in fo r m at i on th a t is r a r e ly u se fu l in th e
cu s to m e r 's b u si n e ss i n t e gr a t i o n pr o c es s.
I n t h i s s te p , i f th e s el ec te d o u tp u t f or m a t ( m od e ) f or a T - SO A P t y p e ex po r t r e qu e st i s C S V, i t i s p o ssi bl e
t o di re c tl y s to r e t he r e su l t s i n a C S V f i l e . Th e dr a w b ac k i s t h at t h e pr o ce ss w i l l o n l y s uc ce e d i f C SV d at a
i s r e t ur n e d. Th e re ar e tw o sp e ci fi c ca se s w h e r e Ta l e o C o n ne ct C l i en t w i l l p r ov i d e a n e rr o r :
1 . Th e f o r ma t of th e r e q ue st qu e r y i s i n co r r e ct .
2 . A n a p p l i c a t i o n e r r o r o c c ur r e d o n t h e se r v e r du r i n g t he ex ec ut i on o f th e q u er y .
In bo th ca se s , si nc e the SO AP e nve lo p e wa s d isc ard e d d uri ng th e p r oc es s, th e a ctu a l erro r m e ss ag e i s
l o st . A s th e se e r r o r s ar e m o s tl y de t ec t ed a t i m pl em e nta t i o n t i m e , i t i s s u f f i c i e nt t o r em o v e th e s te p a n d
r e - e x e c u t e t h e f i l e t o a ss es s t he p r o bl em .
Convert Encoding
T hi s st e p co n v e rt s t h e e nc od in g o f t h e f il e co n ta in in g t h e r es p on se m es sa ge . T h e co n fi gu r a ti on sp ec if ie s
t he ex pe ct e d e nc od in g a n d t he ta r g et en co d in g. Th is s te p m a y b e r eq u ir e d be c au se th e T a leo C o nn ec t
P l a tf o r m o n l y su p po r t s U TF - 8 e n co di ng .
i s no lon g er su p po r t ed in v er s io n
th e po we rful Sa xo n 8 B e ng in e tha t
o ff e r t h e r e qu i r e d f ea t u r es f o r t h e
t h e n e ed , b a se d o n t he en t i r e
5-4
Processing
Post-processing Steps
Custom Steps
T he ma in ob je ctiv e o f c us t om ste ps i s to p r ovi de fu n ctio n al itie s tha t a r e n ot av ai la bl e in th e s et of pre o r p o st - p r oc es s st e ps i n t h e cu r r en t v e r s i o n o f T a l e o C o n n e c t C l i e n t .
T he i m pl em e n te r ca n a cc es s t he c u r r en t p i p el i n e a s w e l l a s th e e n ti r e w o r kf l o w co n f i g ur a t i o n w h en
e x e cu ti ng a c us t om st e p. I n a d di ti on , t he c o nf i g u ra t i o n of th e c us to m s t ep s al l o w s an y ext r a i nf o r m at i o n
t o b e p as se d t o t h e cu st o m s t ep Ja va c od e , in na m e/ v al ue pa ir s .
5-5
Processing
Pipeline Restrictions
Pipeline Restrictions
Stepa
PRE-PROCESS
Convert encoding
Validate encoding
Prepare export
Prepare import
Wrap SOAP
Generate ID
PROCESS
Send
Poll
Retrieved
POST-PROCESS
Strip SOAP
Transform Using XSL
Convert encoding
Workflow type
Supported Pipeline
Request message
Response message
Message format
File encoding
Message format
File encoding
Any
Any
T-SOAP only
T-SOAP only
T-SOAP only
T-SOAP or RS-XML
Any
Any
SQ-XML
CSV
T-XML
T-SOAP/RS-XML
As configuredb
As configuredb
UTF-8
UTF-8
UTF-8
UTF-8
Any
Any
Any
T-SOAP/RS-XMLc
UTF-8c
T-SOAP only
T-SOAP only
Any
T-SOAP
T-SOAP
Any
UTF-8
UTF-8
As configuredb
a . C u s t o m s t e p s a l l o w a n y f o r m a t a n d a n y f i l e e n c o d i n g b y d e f a u l t . I m p l e m e n t e r s c a n o v e r r i d e t h e getSupportedPipeline()
method to specify custom restrictions.
b. The encoding related steps specify the expected encoding of the message in their configurations.
c. If the message type is Other, there is no restriction here.
d. The retrieve step will always (assuming no errors occur during the step execution) create a response message in the T-SOAP
(or RS-XML) format with a UTF-8 file encoding in the Product communication type. However, when using the Middleware
communication type, the response file may be of any format and encoding.
5-6
Business Case
Implementations
Welcome Wagon
Welcome Wagon
W e w i l l n ow r e v i s i t t he W e l c om e W ag on bu si ne s s ca se t o se e h ow a n a ct u al i m p l e m e nt a ti on of t he i nt e g r at io n p r oc e ss es w ou ld o cc u r w i t h t he Ta le o C o nn e ct C lie n t.
Business Requirements
We first need to look at the detailed requirements of this business case. After further investigation with
t h e I T s t a f f a t A me r i c a n C o mp u t e r s , I n c . , w e n o w h av e t h e f o l l o w i n g p o i n t s t o a d d r e s s :
1 . Th e e x t r ac t i o n o f t h e ne w e m plo y e e s sh o ul d be do n e ev er y w ee k d ay a t 0 4: 0 0 a .m .
2 . Th e ext r a ct e d d a t a s ho u l d be se n t v i a e- m a i l to G i ft s O n R eq ue s t o n t he m or n i n g of t h e s am e
d ay .
3 . G i f t s O n R e q u e s t e x p e c t s a fi l e i n t h e f o ll o w in g f o rma t :
Full Name, Complete Address, Phone Number
Jo h n A . S m it h , " 1 23 M ai n St r e e t, D et r o it , M I, 22 5 40 " , 12 3 - 45 6 - 7 89 0
4 . G i f ts O n R e q u e s t i s e x p e c t i n g th e f il e t o b e i n th e I SO - 88 59 - 1 en c o di ng .
Overall process
T he T al eo C o n ne c t C l i e n t d o e s n ot h an d le s c h e d ul in g s o r e q u ir e m e n t # 1 w i l l b e h an d le d b y a t i m e d s c r i p t
m a na ge d b y t he I T D ep ar t m e nt a t A m e r i ca n C o m pu t er s , I n c . T h i s s cr i p t w i l l i nv ok e t h e T a l e o C o n n e c t C l i ent with the proper configuration.
T he cu r r en t v e r si on of t h e T al eo C o nn e ct C lie n t d o es no t ha n dl e " p u sh " li ke po st - p r o ce ss in g s te p s; t hi s
is p la n ne d f o r u pc o m ing v e r sio n s. I n t he m ea n ti m e, to ha n dle r eq u ir e me n t # 2, t his im pl em e n ta t io n w i ll
u se a m an ua l p r oc es s t o s en d t he f i l e t o G i f t s O n R e q ue st . A m e mb e r o f t h e H R st a f f w i l l ch e ck e v e r y
m o r ni n g f o r t h e f i l e cr e a te d o n a n e t w or k sh ar e d d r i v e . I f th e file is p r es en t, the n h e o r s h e wil l se nd it
d i r e ct l y t o G i ft s O n R eq u es t a s a n e -m ai l at t ac h me n t u si ng Mi cr o so f t O u t l o o k.
Export request
T he Ta l e o C o nn e ct C l i e n t c an b e u se d t o c r ea t e t h e e x po r t re q ue st n ee de d t o e x t r a ct t he r e q ui r ed i nf o r m a ti on from th e Ta le o p r o du ct. In th i s c as e, t he T al eo C o nn e ct C l i en t co m e s w i th a n e x p o r t te m p l at e t ha t
c a n b e u s e d a s - i s t o e x t r a c t t h e i n f or m a t i o n. Yo u c an alt e r th e f i e l d s i f ne e de d b y m ov i n g t he m or by
d r ag gi ng t he m f r o m t h e e nt it y v iew . T al eo im pl em e n ta t io n co n su lt a nt s c an als o p r ov id e t he r eq u ir ed
e x p er t i s e t o c us to m i z e t he ex po r t f u r t he r w he n n ee d ed .
S in ce t h e d es ir e d f in al C S V f o r m at is n at i v el y su pp o rt ed b y t he Ta l e o C o n ne ct pl a t f o r m , t h i s fo r m a t w i l l
b e u se d d ir e ct ly f o r t h e e x t r ac t ed da t a. U sin g t h e E x p or t W iz a r d , t he ne w h ir e t e m pl at e c an be fo u nd un d er
t he Pr e se l e ct i on A pp l i ca t i o n en t i t y ( it i s n o t a C a n d i d a t e t e m pl ate be ca us e w e are al so i nte res t ed in th e
r e q u i s i t i o n i n f o r m a t i o n , h e n c e w e n e e d t o e x p o r t th e a p p l i c a t i o n i t s e l f) . A f t e r t h e W i z a r d c r e a t e s th e
e x p or t s p e c i f i c a t i o n y ou m u s t s av e i t t o a f i l e w i t h a n _sq.xml e xte ns io n.
6-1
Welcome Wagon
Configuration
T he T a l e o C o nn e ct C l i e nt ca n b e u se d t o cr e a te th e c on f i g ur a t i o n f i l e th a t d ef i n e s t he i nt e gr a t i o n p r oc es s
a nd co m m un ic at e s w it h th e T a le o p r od uc t . In t hi s ca se , t h e C o nf i gu r at i on Wi z a r d c an c o m ple t e ly bu il d t h e
re qu ire d c on f ig ura t io n by s el ec t in g a ll of the de fau lt op tio ns a n d the ne wl y de fin ed e xp o rt s pe ci fi ca t io n
o n t he l a st p a ge . A p ro p er e nv i r on m e nt i s a l s o r eq u i r e d t o co m p l e te t he W i z a r d.
6-2
Welcome Wagon
Pre-processing
B o th th e P r e pa r e I m p o r t a nd W r ap S O A P st ep s a r e i n cl ud e d i n th e w or k fl ow b y t he W i z a r d. Th e se a r e
m a nd at o r y pr e - p r oc e ssi ng st e ps w he n u si ng a n E x p o r t sp e ci f i ca t i on .
Processing
T h e e n v i r o n m e n t f i l e p r o v i d e d t o t h e W i z ar d i s u se d t o f u l l y c on f i g ur e th e p r oc e ss s te p s, i nc l u di ng th e
co n ne ct i v i t y i n f or m a t i o n. Y o u m a y w an t t o a d j u st th e q ua l i t y s e tt i n g s of t he P o l l st e p a f te r ex ec ut i n g t h e
p r oc es s a fe w ti m es .
Post-processing
T he r es po ns e m e ss ag e p r ov i d es t h e e x t r a ct ed da t a i n th e r e q ui r ed C SV f o r m at , sin ce t hi s i s n at i v el y
su p po r t ed by t h e T al eo C on ne c t P l a tf o r m . H o w e v e r , i t i s w r a p pe d i n t he m a n da t or y S O A P e n v e l o pe
( r eq u ir ed f or w e b se r v i ce c om m u n ica t io n) . H e n ce , t h e f i r s t p o s t- p r o c e s s i n g s t e p o f t h e w o r k f l o w s t r i p s
t he S O A P e nv el op e . Th is m e et s r eq u ir e m en t # 3 as t he S Q - X M L e x t r ac t i on e x p r e ss i on a l r e a dy f or m a t s th e
i n f or m a t i o n i n th e c or r e ct se q ue nc e . Th e T a l e o C o nn e ct S e r v e r u se s a M i cr o so f t E x ce l co m p at i b l e
e sc ap in g st r a t eg y , so t h e r e q u i r e m e n t i s c o m p l e t e l y m e t .
B e ca us e t he T a l e o C on n ec t P l a tf o r m o n l y su pp o r ts U T F -8 en co d in g, t h e C S V f ile g e ne r at e d b y t h e pr e v i ou s
p os t - pr o ce ss in g s te p d o es n o t m e et r eq u ir em e n t # 4. A no t he r po st - p r oc e ss ing st e p m us t b e a d de d t o
c h a ng e t h e f i l e e n c o d in g t o t h e c u s t o m e r s p e ci f i ed v al ue o f I S O - 8 85 9 - 1 .
Final configuration
Y ou ca n f i nd t he f in al c o nf ig u r at io n r e q ui r ed f or t h is b u sin e ss ca se in th e do cu m en t a ti on bu n dl e p r ov id ed
w i th th e T a le o C o nn e ct C lie nt d ist r ib u ti on .
6-3
Welcome Wagon
6-4
Business Requirements
We first need to look at the detailed requirements of this business case. After further investigation with
t he I T s t af f a t C as si v i To o l s, w e n o w h a v e t h e f o l l o w i n g p o i n t s t o a d d r e s s :
1 . T h e ex trac ti on of the n e w em p lo ye es s h ou ld b e d o ne e ve r y we ek da y at 1 0: 00 PM .
2 . T h e ex trac te d d a ta sh ou ld be im m ed ia t el y po ste d to th e ERP sys t em vi a F TP .
3 . Th e E R P sy st e m i s ex pe ct in g t h e f o llo w in g f o r m at :
INSERT EMPLOYEE:First Name|Middle Initial|Last Name
E-MAIL:e-mail address
STREET ADDRESS:street address;CITY:city;STATE:state code;ZIPCODE:zipcode
= == =
I N S E R T E M P L O Y E E : John|A|Smith
E - M A IL :jsmith@freemail.com
S TR E ET A D D R E SS :123 Main Street;CITY:Detroit;STATE:MI;ZIPCODE:22540
= == =
N o t e: Th i s i s, o f c ou r s e, a sim p l i f i ca t i o n o f t he ac t ua l i n f or m a t i o n r eq u i r e d f or a t r u e E R P
sy ste m .
4 . T h e ERP sys t em wi ll ac ce p t th e file in UT F-8 en co d in g.
Overall process
S am e c om m e nt s as i n t h e W el co m e W a g on s ce na r i o ; ho w e v e r , th e I T s ta f f a t C as si v i T o ol s w i l l t he m se l v es
i m p l e m en t a si mp l e FT P f i l e t r an sf e r as a Ta l e o C o nn e ct C l i e n t c us to m st e p i n st e ad of us i n g a m a nu a l
p r o c e s s . T h i s w i l l b e d es cr i b e d f u r t h e r i n t h e p o s t - p r o c es si ng s e c t i o n .
Export request
As in th e W e lc om e W ag on sc en ari o, the T a le o Co nn e ct C lie nt ca n b e u se d to c r ea te th e ex po rt re q ue st
n ee d ed t o ext r a ct t he r e q ui r ed inf o r m at i on fr o m th e T al eo pr o d uc t. Th e N e w E x p or t W iz a r d ca n b e u se d
to c r ea te an ex po rt re q ue st an d th e E xp ort Ed ito r c a n th e n b e u se d t o a dd th e r e qu i r e d p r o j ec t i o ns . F or
t he f i l t er i n g , th e Ta l e o C o nn e ct C l i en t p r ov i d es a D ai ly N e w H i r e f i l te r t e m p l a t e t ha t ca n b e s im p ly ad de d
t o t h e ex po r t r e q ue st as - i s . A d di ti on a l l y , si nc e t he de si r ed fi na l f or m a t i s cu st o m t o th e E R P s y st e m a n d
t hu s n o t n a t iv e ly s up p or t e d b y t h e T al eo C o nn e ct P lat f o r m , t h e e x t r a c t e d d a t a i s p r o v i d e d i n X M L f o r m at
t o e na b l e a n X SL tr a n sf o r ma t i o n .
6-5
New Export Wizard for the ERP System Update Business Case
Configuration
T he T a l e o C o nn e ct C l i e nt ca n b e u se d t o cr e a te th e c on f i g ur a t i o n f i l e th a t d ef i n e s t he i nt e gr a t i o n p r oc es s
a nd co m m un ic at e s w it h th e T a le o p r od uc t . In t hi s ca se , t h e C o nf i gu r at i on Wi z a r d c an c o m ple t e ly bu il d t h e
re qu ire d c on f ig ura t io n by s el ec t in g a ll of the de fau lt op tio ns a n d the ne wl y de fin ed e xp o rt s pe ci fi ca t io n
o n t he l a st p a ge . A p ro p er e nv i r on m e nt i s a l s o r eq u i r e d t o co m p l e te t he W i z a r d.
New Configuration Wizard for the ERP System Update Business Case
6-6
Pre-processing
B o th th e P r e pa r e I m p o r t a nd W r ap S O A P st ep s a r e i n cl ud e d i n th e w or k fl ow b y t he W i z a r d. Th e se a r e
m a nd at o r y pr e - p r oc e ssi ng st e ps w he n u si ng a n E x p o r t sp e ci f i ca t i on .
Processing
T h e e n v i r o n m e n t f i l e p r o v i d e d t o t h e W i z ar d i s u se d t o f u l l y c on f i g ur e th e p r oc e ss s te p s, i nc l u di ng th e
co n ne ct i v i t y i n f or m a t i o n. Y o u m a y w an t t o a d j u st th e q ua l i t y s e tt i n g s of t he P o l l st e p a f te r ex ec ut i n g t h e
p r oc es s a fe w ti m es .
Post-processing
T he fo r m a t e x p ec t ed by t h e E R P sy st e m i s cu st o m an d t h us a po s t- p r o ce ss i n g t r an s fo r m a ti on st e p w i l l b e
r e qu i r e d. S i n ce t h e ER P f o r m at i s w e l l - s t r uc tu r e d an d t he i nf o r m at i o n i s n ot v er y c om p l e x , a st a nd a r d XS L
t r an s fo r m at i on i s th e m os t a p pr o p r i a te ch o i ce . Th e XM L f or m a t r et u r ne d b y t h e T a l e o C o n ne ct S er v er c an
b e de t er m i n e d ba se d o n th e S Q - X M L e x t r a ct i o n i n o r de r t o w r i t e t h e XS L t r an s fo r m a ti on . A s no t ed i n th e
st e p de sc r i p t i o n, i n o r de r t o ha nd l e l ar g e am o un t s o f d at a , t h e XS L T m u st o n l y a p pl y t o a p a r ti cu l a r r ec o rd .
T he st e p e x e cu t i o n w i l l h an d l e th e cyc l i n g th r o ug h t h e e n ti r e s et o f e x t r a ct e d r e co r ds . T h e X SL t r an sf o r m a ti on ste p wil l al so s t rip th e S O AP e nv el op e a s pa rt of its ex ec uti on .
R e q u i r e m e n t # 4 i s m e t n a t i v e ly b y th e Ta le o Co nn e ct P la t fo rm a s al l e xtra cte d da ta is pe rs iste d by d efa ul t
i n U TF - 8 e nc o di ng .
T o f ul ly a ut o m at e t h e in t eg r a ti on pr o ce ss , r e qu ir e m e nt #2 w ill a ls o b e h an dl ed by t h e T al eo C on ne c t C li e nt , us i n g a cu s to m st e p c o de d b y t h e I T s t af f at C a ss iv i T oo ls . T hi s s te p w il l p ick up t h e c on v e r t ed f ile
in its cu rren t lo ca ti on an d s en d i t to the ERP sys t em ' s F TP site . In ord er to p r om o t e th e re- us e o f thi s
c u s to m s t e p , i t s c on f i g u r a t i o n w i l l s p e c i f y t h e c o n n e c t i v i t y i nf o rm a t io n o f t h e F T P s it e . In t h i s wa y, if ev er
t hi s in f or m a t io n ch a ng es , o nl y t he c o nf ig u r at io n w i ll n ee d t o b e m o di f ied us in g t h e C o nf ig u r at io n E di t or
U I ( th e c us t om st e p c od e w o u ld n ot n ee d t o b e r e co m pi le d) .
Final configuration
Y ou ca n f i nd t he f in al c o nf ig u r at io n r e q ui r ed f or t h is b u sin e ss ca se in th e do cu m en t a ti on bu n dl e p r ov id ed
w i th th e T a le o C o nn e ct C lie nt d ist r ib u ti on .
6-7
HTML Monitoring Page for the ERP System Update Business Case
6-8
Global Recruiting
Global Recruiting
W e w i l l n ow r e v i s i t t he G l o ba l R ec rui ting bu si ne s s ca se to se e h ow a n a ct u al i m p l e m e nt a ti on of t he
i n t eg r a ti on pr o ce ss e s w o ul d oc cu r w i t h t h e T al eo C on ne c t C l i en t .
Business Requirements
T he tran sl atio n te am p r ov id es th e m ate ria l in th re e la n gu ag e s: En g lis h ( en ) , F r en ch ( fr) , an d S p an is h ( es ).
T he v a l u es i n pa r e nt h es e s a r e t h e l oc al e c od e s u se d to i d e nt i f y t h e l an g ua g es i n t he Ta l e o pr o du c ts ( th e y
co r r e sp on d t o t he f l ag ic o ns u se d w h en e n te r in g m u lt ili ng u al in f or m a t io n th r o ug h t he S t a ff in g W e bT o p) .
T he t r a ns l a t ed te x t ar r i v es i n a M i c r o so ft Ex ce l f i l e ( t r an s l at i on s. x l s) t h at i s s av e d a s a c om m a s ep a r at e d
f i l e (t r a ns l a t i o ns .c sv ); t h i s i s a s ta n da r d M i c r os o ft Ex ce l f ea t ur e .
N O T E : T o m ak e t h e im p le m en t at io n t e x t lig ht e r , o nl y t he r e q ui sit i on t i tl e is h a nd le d. A dd in g t h e o th e r
r e l e v a n t fi e l d s i s s t r a i g h t f o rw a r d .
Overall process
B a se d o n t he st r uc t ur e of t he s o ur c e m at e r i a l , a n i m po r t s pe ci f i ca t i o n i s m a d e t o l i nk t h e v a r i o u s i n fo r m a ti on e l em e n ts t o t h e T a l eo b us i n es s m o de l . A n i nt e gr a t i o n p r o ce ss i s t h en d es i g ne d u s i ng a w or k f l o w
t ha t ha nd l e s s uc h i m p or t s . T he re s ul ts o f th e i m po r t a r e r e t ur n ed i n a Ta l e o st a n da r d T - SO A P r e sp on se
file.
Import request
S i n ce th e i m p or t sp e ci f i ca ti on i s sp ec i f i c t o t h e c ur r e n t s ce na r i o , w e w i l l us e t h e I m po r t W i z a r d t o cr e a te
a b la n k s p e c i f i c a t i o n f o r t h e r e q u i s i t i o n e n t i t y .
6-9
Global Recruiting
Y ou no w ha v e th e f o llo w i ng s it u at io n i n t he D es ig n p er s pe c ti v e :
T he de f au l t i n fo r m a ti on on t h e G e n er a l pa g e i s f i ne f o r t h i s e x a m pl e a s t he so ur c e f i l e v a l u es a r e
se p ar a t ed w i t h c om m a ch ar a ct e r s a nd a he a de r l i n e i s p r e se nt .
6-10
Global Recruiting
S w i t ch i n g t o t h e C ol um n p ag e, w e n ee d f ou r e nt r i e s, o ne f o r ea ch o f th e co l u m ns i n t he s ou r ce f i l e. T he
r e qu i s i t i o n n um b er s ee n i n th e T a l e o Pr o f e ssi on a l St a ff i ng We b To p i s l a be l e d C o nt e st N u m b er i n t h e
b us in es s m od e l; w e ca n d r ag t ha t f ie ld to t h e c o l u m n l i s t t o c r e a t e o u r f i r s t m a p p i n g .
6-11
Global Recruiting
T he r eq u i si ti on nu m b er ( w e a d de d a he a de r f or co n v e ni en ce ) w i l l s e r v e t o fi nd t he r eq ui si ti on , s o i t m u st
b e ma r k ed a s a k e y c ol um n i n t h e Se a r ch se ct i on . Th i s c ol um n i s n ot mu l t i l i n gu a l , so t h er e i s n o o pt i o n
t o s el e c t i n th e L o ca l e s ec t i o n.
N e x t , w e ne e d t hr e e c ol um n s f or t he Ti tl e f i e l d , w h i ch is i n t he r el at e d Jo b In fo r m a ti o n e n t i t y . A g a i n w e
u se a h ea d er t o pr o v i d e a m o r e r e ad a bl e a l i a s f o r t he co l u m n. Th e ti t l e s a r e b ei ng up d at e d, so w e do n ot
se a r ch f o r t h e m . H o w ev er , ea ch co l u m n n ee ds to be i n a s pe c i f i c l o c al e , s o w e us e t h at op t i o n i n t h e
L oc al e se c ti on .
6-12
Global Recruiting
Configuration
T he T a l e o C o nn e ct C l i e nt ca n b e u se d t o cr e a te th e c on f i g ur a t i o n f i l e th a t d ef i n e s t he i nt e gr a t i o n p r oc es s
a nd co m m un ic at e s w it h th e T a le o p r od uc t . In t hi s ca se , t h e C o nf i gu r at i on Wi z a r d c an c o m ple t e ly bu il d t h e
re qu ire d c on f ig ura t io n by s el ec t in g a ll of the de fau lt op tio ns a n d the ne wl y de fin ed i m po rt s pe c ifica t io n
o n t he l a st p a ge . A p ro p er e nv i r on m e nt i s a l s o r eq u i r e d t o co m p l e te t he W i z a r d.
Pre-processing
B o th t h e P r e pa r e I m po r t a nd W r ap S O A P st e ps h av e b e en i n cl ud e d i n t h e w or k f l o w b y t h e W i z ar d . Th e se
a r e m an d at o r y pr e - p r oc es si ng st ep s w h e n u sin g a n I mp o r t s pe ci fi ca t io n.
6-13
Global Recruiting
Processing
T he e n v i r o nm e n t f i l e p r o v i d ed t o t h e W i z a r d w a s us ed to f u l l y c on f i g ur e t h e pr o ce s s s t ep s, i nc l u di ng t h e
co n ne ct i v i t y i n f or m a t i o n. Y o u m a y w an t t o a d j u st th e q ua l i t y s e tt i n g s of t he P o l l st e p a f te r ex ec ut i n g t h e
p r oc es s a fe w ti m es .
Post-processing
T he r e ar e no p os t - pr o ce s si n g st e ps r eq ui r ed a s t h e r e sp o ns e m e ss a ge si m pl y co n ta i n s t h e s t at u s o f t he
r e qu es t ed up d at e s.
Final configuration
Y ou ca n f i nd t he f in al c o nf ig u r at io n r e q ui r ed f or t h is b u sin e ss ca se in th e do cu m en t a ti on bu n dl e p r ov id ed
w i th th e T a le o C o nn e ct C lie nt d ist r ib u ti on .
6-14
Appendices
Appendices
Account Creation
T al eo S u pp o r t c an p r o v id e c us t om e r s w it h a f ul ly co n fi gu r e d ac co u nt on th e ir Ta le o p r od u ct to ex ec ut e
i n t eg r a ti on p r o ce ss es . Th i s a cc ou n t i s d el i v e r ed i n th e f or m of an e nv i r o nm e nt fi l e ( se e be l o w ) a l o n g w i t h
a u se r / p as sw o r d c om b i n a ti on fo r a u se r w i t h t he Sy st em I n t eg r a t i on or S y st e m I nt e gr a t or r o l e .
N O T E : T hi s is a v er y p ow er f u l ac co u nt as i t a llo w s a c ce ss t o i m po r t a n d ex po r t d a ta di r ec t ly f r om Ta le o
p r od uc t s. T he a cc ou n t in f or m a t ion s ho u ld b e k e pt s ec ur e a t a ll t i m es a nd n ot b e u se d fo r a ny o th e r u se
t he n t o d r iv e t he in te g r at io n p r o ce ss es .
I f us i n g th e M i d d l ew ar e c om m u n i ca t i o n st r a te g y , t he a cco un t i n f o rm a t i o n i s a l so p r o v i d e d as a n en v i r on m e nt fi l e w i t h a u se r th a t h as ac ce ss t o t h e T al eo m i d dl e w a r e .
Environment Files
A T a le o C on n ec t C li en t e n v ir o nm e n t f ile c o nt a in s t h e co n ne ct i v i t y de t ai l s o f y o ur Ta l e o p r od u ct i n an e a sy
t o r ea d a nd e d i t f or m a t . I f y ou d o n ot h a v e su ch a f i l e, y ou c a n ea si l y cr e at e o ne g i v en t h e pr o pe r a c ce ss
t o t he T a l eo Pr o f es sio n al A d m i n i st r a t or We b To p . Yo u w i l l ne ed t h e U R L t o ac ce ss y ou r T al eo P r o fe s sio n al
w e b s it e a nd a us e r w i t h t he Sy st em In t eg r a ti on r ol e. Yo u c an c r ea t e s uc h a u se r w h en l og g in g in a s a
S y s t e m A d m i n i s tr a t o r .
N O T E : T hi s is a p o w e r u se r r o le as i t a llo w s a c ce ss t o i m po r t a n d ex po r t d a ta di r ec t ly f r om t he Ta le o
p r od uc t s. T he a cc ou n t in f or m a t ion s ho u ld b e k e pt s ec ur e a t a ll t i m es a nd n ot b e u se d fo r a ny o th e r u se
t ha n t o d r iv e t he in te g r at io n p r o ce ss es .
S up p os e t hi s in f or m a ti on is http://acme.taleo.net a nd t he u s er i n f or m a t i o n i s i nt e gr a t or / p as sw or d .
T he e nv i r on m e nt f i l e s ho u l d th e n b e a t e x t f i l e n am e d acme_env.properties a n d c on t a in ing th e fo llo wi ng
line:
product=https://integrator:password@acme.taleo.net/servlets/ServiceDispatcher?ServiceNa
me=IntegrationManagementService
Y ou ma y a lso el ec t t o n e v e r w r i t e t he pa ss w o r d in c l e ar t e x t , so t he f o l l o w i ng i s a l so ac ce p ta b l e
product=https://integrator@acme.taleo.net/servlets/ServiceDispatcher?ServiceName=Integr
ationManagementService
W h en u si ng s uc h a n en v i r o n m en t f i l e, y ou w i l l b e pr o m pt e d f or t he p as sw or d w he n r e qu i r e d. I n t he c on f i g u r at io n f il es , t h e pa s sw o r d is no t i n cl ea r te x t . T h e e nc r y p ti on us ed is d if f icu lt , b u t n ot im p os si bl e t o
b r ea k. As su ch , th e co n fi gu r a ti on fi le s sh o uld al so b e k ep t in a s ec u re lo ca tio n.
A-1
Appendices
Connection Authorization
T hi s s e c t i o n o n l y a p p l i e s t o i n t e g r a t i o n p r o c e sse s us in g t h e m id dl ew ar e c o mm u n ica t io n s tr a t eg y .
F or se cu r i t y r ea so n s, c on n ec t i o ns t o t he Ta l e o i n t eg rati on s erv er from Ta le o Co nn e ct Cl ie nt ca n on ly b e
m a de from tru sted IP a dd r es se s. Cu sto m ers m us t th e re f o r e p r ov id e th e i nte gra t io n s up p ort sp e cia li st wi th
t he pe r t i n en t I P a dd r es s, or I P ad dr e s s r an ge i f th e c om p u te r or se r v e r u s es a dy na m i c I P . I f c us t om e r s
u se a f i r e w a l l , t h ey h av e t o pr o v i d e t he i nt e gr a t i o n su p po r t sp e ci a l i st w i t h t he o ut g o i ng I P ad d r es s or I P
a dd r es s r a ng e r a t he r t h a n t he I P a dd r e ss o f t h e co m p ut e r o r se r v e r .
Pre-installation
T he T ale o C on n ec t C lie n t re q ui r es Ja v a R un t im e En v i r on m en t ( JR E ) v er s io n 1 .4 . 2 e x a ct l y . U n f o rt u n at e ly,
t he C lie nt cu r r en t ly do e s n o t su p po r t t h e mo s t r ec en t 1 . 5 v er s io n (a ls o kn o w n a s J av a 5. 0 ). T h e W in do w s
i n st a l l e r sh i p s w i th an ap p r op r i a t e v e r si on of t he JR E , so t he r e s ho u l d b e n o e x t r a s t ep s. W he n i n s ta l l i n g
t h e U N I X / L I N U X r u n t i me b i n a r y f i l e s , a p r e -in st a l le d J R E is re q ui r e d . C u s t om e r s us i n g a U N I X c o m pu t e r
o r s e r v er s ho u l d m a k e su r e t o i ns t a ll t he a pp r o p r i at e ve r s i on of t h e J av a R u n t i m e E nv i r o nm e n t f o r
t h e ir v er si o n o f U N I X.
Installation
T he T a l e o C o n n e c t C l i e n t s hi p s a s t w o d if f e r e n t f i l es . T he f i r s t i s a s t a n d a r d W i n d o w s i n s t a l l e r . S im p l y
d ou b le c li ck th e Ta le oC on ne c tC lie nt. e xe fi le an d fo ll ow th e on - sc r e en i n st r u ct i o n s ( th e r e a r e no co m p l e x
ch o i ce s , o nl y t h e t y p i c al p a ge s o f a ny p r o du ct i n st a l l e r ) . Y ou ar e p r o m pt e d f or a p a ss w o rd t o p r oc ee d w i t h
t he i n st a l l a t i o n, w hi ch i s p r ovi de d b y Ta l e o C u s to m e r S up p or t .
T he se co nd de l i v er a b l e i s a b un dl e o f t h e b i na r y f i l e s r e qu i r e d t o e x e cu t e i n t eg r a t i on pr o ce s se s i n a
U N I X / L I N U X e n v i r o nm e n t. Si m pl y u n pa ck th e T a l eo C o nn e ct C li en t .t a r . gz f il e t o a n ew f o l d er o n t he
U N I X / L I N U X s ys te m .
I f y o u r co nn e ct i v i t y i n f or m a t i o n i s i n co r r ec t or y ou r Ta l e o p r o du ct i s n ot a v a i l a bl e, t he n y o u c an no t ac ce ss
t he D es i g n e nv i r o nm e nt . Th er e i s n o su c h pr o m p t w h e n u si n g t h e r u nt i m e exe c ut i o n s cr i p t .
A-2
Appendices
Migration
Migration
Version 2.0
Installation
T he c or e of T a le o C on n ec t C l ien t h a s r em a in ed t h e sa m e s in ce t h e 2. 0 v e r si on . H o w e v e r , t he u se r i nt e r f ac e h a s b ee n en t i r e l y r e v a m pe d. I n a dd i t i o n, t h e C li en t n o w c ome s w it h a p ro p e r W i n d o w s in st a ll er th at
cr e a t es t he re q ui r ed f o ld er st r u ct u r e. W e r e co m m en d t h at y ou i ns t al l t h e ne w C lie n t in a d if f e r en t lo ca t io n
t ha n t h e 2 .0 v e r si o n . Yo u c an ke ep y o ur co n fi gu r a ti on fi l e s i n t h e i r c u r re n t l oc at i o n o r mo v e th e m .
Deployment
T he c on f ig ur a t io n f ile s ha v e b e en u p gr a de d s inc e t he 2 . 0 v e r sio n . A f e w m a n da t or y e lem e n ts h a v e b ee n
a dd e d a nd so m e f e at u r es de pr e ca t e d ( se e L i m i t a t i o ns s e ct i o n) . Bo t h t h e u se r i n t er f a ce a n d t h e e x e cu t i on
s c r i p t w i l l a u t o m a t i c a l l y u p gr a d e t h e c on f i g u r a t i o n w i t h n o m a n u al i n t e rv e n t i o n . I t i s r e c o m m e n d e d t o
e x p l i c i t l y m i g r a t e y o u r o l d c o n f i g u r a t i o n f i l e s b y sim p ly o pe n in g t he m in t h e C o nf ig u r at io n E d it or a nd
sa v i ng th e m a g ain .
A l l o f t h e r e q u e s t f i l e s u s e d w i t h v er s i o n 2 .0 w i l l a l s o f u n c t i o n w i t h v er s i o n 2 . 1 .
T he exe c ut i o n s cr i p t ha s t he sa m e n am e a n d a cce p t s al l of th e s am e pa r a me t e r s.
Limitations
T al eo C on ne c t C li en t , v e r s ion 2. 0 o n ly su p po r t ed t h e M i xe d co m m un ic at io n t y p e , w h ic h is n o w de pr e ca t e d. I f y o ur T al e o e nv i r o nm e nt i s a l r e ad y co nf i g u r ed i n t hi s fa sh io n , t he n y o ur in t eg r a ti on p r o ce ss es w i ll
co n t inu e t o w o r k t h r ou g h v e r sio n 2 .1 . Yo u w i ll s e e d ia g no st i c i nf o r m at io n in di ca t in g th a t t he c om m u ni ca t i o n t y p e i s d e pr e ca t ed .
T al eo C on ne c t C li en t , v e r si on 2. 0 a llo w e d t h e e x pl ic it c on f ig ur a t io n o f a n H T TP pr o x y t hr o u gh th e c on f ig u r at io n fi le . T h is is n o lo ng er ava il ab le o r su pp o r te d in v e r sio n 2. 1 . W e h av e h ar m o n ize d t h e be h av i or o f
t he C l i e n t w i th th e J av a st a nd a r ds ( se e H T TP Pr o x y se c ti on ) . Th e p r oc e du r e t o m i g r at e t h i s f e at u r e gi v e n
t h e f o l l o w i n g 2 .0 c o n f i g u r a t i o n :
T he mo s t im p o r ta n t li m it at i on , t he us e o f t h e E x t r ac t b ui ld er f ile s , is d oc u m en t ed be lo w .
A-3
Appendices
Migration
Extract builder
T he Ext r a ct (o r ex tr a c ti on ) B u i l d e r i s no l o ng er s up po r t ed i n v er s i o n 2 .1 . I t h as b e en r e p l a ce d w i th th e
E x p or t Ed it o r f e at u r e w i th in th e c en t r al iz e d D e s ign en v i r on m en t . T he f or m a t o f t h e e x t r a c t f i l e s i s n o t
co m p at ib le w it h t h e E x p or t Ed it o r . H o w e v e r , t he ge ne r a te d r e q ue st f ile s ca n s t ill b e s en t u si ng Ta le o
C o nn e ct C lie n t ( ju st as a n y o t h er r eq u es t f il e) .
Version 1.0
Installation
T al eo C on ne c t C li en t ha s b ee n co m p le te ly r e w r i tt e n s inc e v er s io n 1. 0 . A s s uc h, it i s r ec om m e n de d t o
i n s t a l l v e r s i on 2 . 1 i n a d if f e r e n t l o c a t i o n .
Deployment
T he int e g r at io n p r oc e ss c on f ig ur a t io n in t h e 1 .0 v e r sio n w er e c o nt a in ed i n P r op e rt i es f il es ( *.properties). E xc ep t fo r th e l im it a ti on s s ta t e d be lo w , th e se f i l es ar e f u l l y s u pp or t e d i n t he c u r re n t v er s i o n.
H o w e v e r , w e st r on g ly r e c om m e nd m ig r a ti ng t h es e co nf ig u r at io n s t o t he 2 .1 l ev el to e n ab le t he m o ni t or in g
f ea t u re a nd , i f n e ce ss ar y , a cc es s t h e n ew p r o ce ss i n g s te p s. Th i s i s a st r a i g ht f o rw ar d p ro c es s: sim p l y op en
t he P r op er t i es fi l e (F i l e/ O p e n/ L e ga cy C on f i g ur a t i o n) ; a d j u st t he co n fi gu r a ti on ; an d s av e t o a *_cfg.xml
f i l e . T h e o th e r a l t e r na t i v e i s t o d i r ect l y i n v o ke t he e x e c ut i o n s cr i p t w it h t h e l e g a c y c o n f i g u r a t i o n f i l e s .
T hi s w il l w or k se am l es sly w it h t he ex ce pt i on s o f t h e p o i n t s n o t ed i n t h e l i m i t a t i o n s .
A l l o f t h e r e q u e s t f i l e s u s ed w it h v er s io n 1 .0 a ls o f u nc ti on w it h v er s io n 2 .1 .
T he ex e c ut io n s cr ip t ha s b ee n r e na m ed f r om riscient.bat t o TaleoConnectCient.bat. H o w e v e r , i t
a c c e p t s t h e s a m e t h r e e p a r a m e te r s .
Limitations
T al eo C on ne c t C li en t , v e r s ion 1. 0 o n ly su p po r t ed t h e M i xe d co m m un ic at io n t y p e , w h ic h is n o w de pr e ca t e d. I f y o ur T al e o e nv i r o nm e nt i s a l r e ad y co nf i g u r ed i n t hi s fa sh io n , t he n y o ur in t eg r a ti on p r o ce ss es w i ll
co n t inu e t o w or k t h r o ug h v e r si on 2. 1 . Yo u w ill s im p ly se e d ia gn o st ic i nf o r m at io n i nd ic at in g t h at t he
co mmu ni ca ti on ty pe is d ep r e ca t ed .
T al eo C on ne c t C li en t , v e r si on 1. 0 a llo w e d t h e e x pl ic it c on f ig ur a t io n o f a n H T TP pr o x y t hr o u gh th e c on f ig u r at io n fi le . T h is is n o lo ng er ava il ab le o r su pp o r te d in v e r sio n 2. 1 . W e h av e h ar m o n ize d t h e be h av i or o f
t he C l i en t w i t h th e J a v a s t an da r d s ( se e H T T P P r ox y se ct i on ). Y ou m ay l ea v e t he proxy.* pr o pe r t i e s i n t he
f ile b u t th e y w i ll be ig n or e d . T h e pr o ce d ur e t o m ig r at e t hi s f e at u r e fr o m t h e fo ll ow in g l eg a cy co nf ig u r at io n
file:
...
proxy.host=proxy.acme.net
proxy.port=3128
A-4
Appendices
Execution Environment
I n o r de r f or th e Ta l e o C o nn ec t C l i en t t o e x e cu t e co r r ec t l y , t he p r op e r ex ec ut i on e nv i r on m e nt m u st b e ava i l a bl e. Sp e ci f i ca l l y , t h e s am e en v i r on m en t cr e a te d by t h e TaleoConnectClient.bat sc r ip t m u st b e d u pli ca t e d. O v e r al l , t h i s m e a ns th a t a l l l i br a r i e s i n t he lib f o ld er o f t h e p r od u ct m us t b e i nc lu de d i n t he cl as s
p at h o f t h e c a l l i n g J av a a p p l i c a t i o n a n d t h e log f ol de r i ts el f m us t be p a r t of t h e c l a s s p a t h f o r th e l o g g i n g
sy st e m t o b e e n ab l e d. Th e re ar e tw o sy st e m p r o pe r t i e s al so r e q ui r e d t o c o nf i g u r e t he l og g i n g a nd X M L
p ars in g sy ste m s.
A-5