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Informatica® Cloud (Version Spring 2017)
Concur Connector Guide
Informatica Cloud Concur Connector Guide
Version Spring 2017April 2017
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Publication Date: 2017-04-13
Table of Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Cloud Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Cloud Communities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Informatica Cloud Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Cloud Connector Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Cloud Trust Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Chapter 1: Introduction to Concur Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Concur Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Supported Objects and Task Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enabling Concur Connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Registering Concur Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Different Levels of Visibility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chapter 2: Concur Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Concur Connections Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Creating a Concur Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 3: Data Synchronization Tasks with Concur Connector. . . . . . . . . . . . . . . . 15Creating a Concur Data Synchronization Task (DSS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Data Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Objects and Operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Allowed Filter Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Selecting Multiple Objects in Source Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Known Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Chapter 4: Frequently Asked Questions and Answers. . . . . . . . . . . . . . . . . . . . . . . . . 25Frequently asked Questions and Answers:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
4 Table of Contents
PrefaceConcur Connector guide provides a brief introduction on Concur Connector and its features.
The guide provides detailed information on setting up the connector and running Data Synchronization tasks. A brief overview of supported features and task operations that can be performed using Concur Connector is mentioned.
Informatica Resources
Informatica DocumentationTo get the latest documentation for your product, browse the Informatica Knowledge Base at https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.
If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at [email protected].
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Informatica Cloud CommunitiesUse the Informatica Cloud Community to discuss and resolve technical issues in Informatica Cloud. You can also find technical tips, documentation updates, and answers to frequently asked questions.
Access the Informatica Cloud Community at:
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To find resources on using Cloud Application Integration (the Informatica Cloud Real Time service), access the community at:
https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-application-integration/content
Developers can learn more and share tips at the Cloud Developer community:
https://network.informatica.com/community/informatica-network/products/cloud-integration/cloud-developers
5
Informatica Cloud MarketplaceVisit the Informatica Marketplace to try and buy Informatica Cloud Connectors, Informatica Cloud integration templates, and Data Quality mapplets:
https://marketplace.informatica.com/community/collections/cloud_integration
Informatica Cloud Connector DocumentationYou can access documentation for Informatica Cloud Connectors at the Informatica Cloud Community: https://network.informatica.com/cloud/index.htm
You can also download individual connector guides: https://network.informatica.com/docs/DOC-15333.
Informatica Knowledge BaseUse the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs.
To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at [email protected].
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Informatica Global Customer SupportYou can contact a Customer Support Center by telephone or online.
For online support, click Submit Support Request in the Informatica Cloud application. You can also use Online Support to log a case. Online Support requires a login. You can request a login at https://network.informatica.com/welcome.
The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at https://www.informatica.com/services-and-training/support-services/contact-us.html.
6 Preface
C H A P T E R 1
Introduction to Concur ConnectorThis chapter includes the following topics:
• Overview, 7
• Concur Connector, 8
• Supported Objects and Task Operations, 9
• Enabling Concur Connector, 9
• Registering Concur Application, 10
OverviewInformatica Cloud connector developed using SDK framework are off-cycle, off release “add-ins” that facilitate data integration to SaaS and on-premise applications, which are not supported natively by
7
Informatica Cloud. The cloud connectors are specifically designed to address most common use cases such as moving data into cloud and retrieving data from cloud for individual application.
Once the Concur Cconnector is enabled for your ICS ORG ID, you need to create a connection in Informatica Cloud to use the connector.
Concur ConnectorConcur Connector allows you to integrate travel and user related data between Concur and other SaaS applications or on premise applications.
You can use Concur Connector to perform the following tasks:
• Integrate Marketo information like expenses, attendees and users.
• Integrate user information from HR applications like Workday into Concur.
• Deactivate users in Concur applications.
8 Chapter 1: Introduction to Concur Connector
Supported Objects and Task OperationsThe following table provides the list of objects and task operations supported by Concur Connector.
Objects Read Insert Update Upsert Delete Data Preview Lookup
User Yes NA NA Yes Yes Yes Yes
ExpenseSummary Yes NA NA NA NA Yes NA
ExpenseSummaryV3 Yes NA NA NA NA Yes NA
ExpenseEntry Yes NA NA NA NA Yes NA
ExpenseEntryV3 Yes NA NA NA NA Yes NA
Attendee Yes NA NA NA NA Yes NA
ExpenseItemization Yes NA NA NA NA Yes NA
Note: When you perform delete operation, it only makes the user inactive.
Note: You need to select Upsert to perform Insert or Update task operation.
Enabling Concur ConnectorTo enable Concur Connector, contact Informatica support or Informatica representative. It usually takes 15 minutes for the connector to download to Secure Agent, after it is enabled.
Note: To install Secure Agent, see Installing Informatica Secure Agent.
Supported Objects and Task Operations 9
Registering Concur ApplicationPerform the following steps to register the partner application in Concur.
1. In Concur home page, click Administration > Web Services.
Note: The Administration tab appears only when you have the administrator privileges to edit applications.
The Web Services page appears.
2. Click Register Partner Application.
10 Chapter 1: Introduction to Concur Connector
The Application Registration page appears.
3. Click New.
The New Partner Application page appears.
Registering Concur Application 11
4. Specify the following details.
Application Property
Description
Name Enter a unique name for the application.
Description Provide a relevant description for the application.
Visibility Select the required visibility level for application.Note: Users, who have system administrator privileges, can edit the Visibility field. For details, see “Different Levels of Visibility” on page 12.
Active Select whether the application needs to be active or not.Note: If you select inactive, the application will not be visible in the list of available applications.
APIs Used Select all the Concur WebServices APIs that interact with the application. It is mandatory to select Expense Report and User API to access all the objects in cloud.
Company Domain The application authorization displays your company domain.
Key (Auto generated) The key to be entered while creating a connection in Informatica Cloud. For details, see “Creating a Concur Connection” on page 13.
Secret (Auto generated)
The secret token generated with respect to the new application.
Note: The key and secret provide access to company domain, which enables the application. You must keep this information secret (as specified in the Concur Legal Agreement) to maintain security.
5. Click OK.
The application will be automatically enabled for your company domain.
Different Levels of VisibilityYou can select the following visibility levels for the application.
Visibility Level
Description
Private The application appears only in the list of available applications for your own company domain. Only the company domain users can access it.
Global The application is automatically enabled for all clients. Only Concur internal users can set an application visibility to Global.
Public The application appears in the list of available applications for all clients. Only Concur internal users can set an application to Public. Public partner applications must be certified by Concur.
12 Chapter 1: Introduction to Concur Connector
C H A P T E R 2
Concur ConnectionsThis chapter includes the following topics:
• Concur Connections Overview, 13
• Creating a Concur Connection, 13
Concur Connections OverviewUse a Concur connection to access objects in a Concur application. When you create a Concur connection, specify the user name, password, and OAUTH 2.0 key for the Concur account.
You create a Concur connection on the Connections page. You can use the connection to create a Data Synchronization task in the Data Synchronization Task wizard.
Creating a Concur ConnectionTo use Concur Connector in a Data Synchronization task, you must create a connection in Informatica Cloud.
Perform the following steps to create Concur connection in Informatica Cloud.
1. In Informatica Cloud home page, click Configure.
The drop-down menu appears.
2. Select Connections.
The Connections page appears.
3. Click New to create a connection.
13
The New Connection page appears.
4. Specify the following details.
Connection Property Description
Connection Name Enter a unique name for the connection.
Description Provide a relevant description for the connection.
Type Select Concur from the list.
Secure Agent Select the appropriate Secure Agent from the list.
Username Enter relevant username.
Password Enter relevant password.
Key Enter Concur OAUTH 2.0 key. For details, see Key.
Company Domain Enter Concur company domain address, part of the Concur authentication using OAUTH 2.0.
Service URL Enter service URL to connect to Concur account.
Enable Logging Select to enable logging.
Paging Size Enter the number of records to be pushed to Concur. The default value is 100.
5. Click OK to save the connection.
Note: It is recommended to test the connection before saving it. Click Test to evaluate the connection.
14 Chapter 2: Concur Connections
C H A P T E R 3
Data Synchronization Tasks with Concur Connector
This chapter includes the following topics:
• Creating a Concur Data Synchronization Task (DSS), 15
• Data Filters, 18
• Selecting Multiple Objects in Source Tab, 23
• Known Issues, 24
Creating a Concur Data Synchronization Task (DSS)You need to create a connection before creating a Data Synchronization task.
Let us consider the task operation Insert to perform the Data Synchronization task.
Perform the following steps to create a Data Synchronization task in Informatica Cloud.
Note: Select Upsert task operation to perform insert or update operation.
1. In Informatica Cloud home page, click Task Wizards.
The drop-down menu appears.
2. Select Data Synchronization.
The Data Synchronization page appears.
3. Click New to create a Data Synchronization task.
15
The Definition tab appears.
4. Specify Task Name, provide a Description and select Upsert as the Task Operation.
5. Click Next.
The Source tab appears.
6. Select the source Connection, Source Type and Source Object to be used for the task.
7. Click Next.
Note: You can select the Source Type as Multiple. For details, see “Selecting Multiple Objects in Source Tab” on page 23.
The Target tab appears.
16 Chapter 3: Data Synchronization Tasks with Concur Connector
8. Select the target Connection and Target Object required for the task.
9. Click Next.
The Data Filters tab appears.
10. In Data Filters tab, by default Process all rows is chosen. To assign filters to the Data Synchronization task, see “Data Filters” on page 18.
1. Note: Data Filters are applicable only for parent level objects.
11. Click Next.
The Field mapping tab appears.
12. In Field Mapping tab, map source fields to target fields accordingly.
Creating a Concur Data Synchronization Task (DSS) 17
13. Click Next.
The Schedule tab appears.
14. In Schedule tab, you can schedule the task as per requirement and save.
15. If you do not want schedule the task, click Save and Run the task.
After you Save and Run the task, you will be redirected to monitor log page. In monitor log page, you can monitor the status of Data Synchronization tasks.
Data FiltersData filters help you to fetch specific data of a particular object. The Data Synchronization task processes the data based on the filter field assigned to the object.
Perform the following steps to use data filters:
1. In Data Synchronization task, select Data Filters tab.
The Data Filters tab appears.
2. Click New as shown in the following figure.
The Data Filter dialog box appears.
18 Chapter 3: Data Synchronization Tasks with Concur Connector
3. Specify the following details.
Field Type Description
Object Select object for which you want to assign filter fields.
Filter By Select the filter field.
Operator Select the operator.
Filter Value Enter the filter value.
4. Click OK.
Objects and OperatorsThe following table displays various operators supported by objects.
Object Filter Fields Data Type
Operators Allowed Values
User LoginID String Equals Any String
Expenseummary, ExpenseEntry, Attendee, ExpenseItemization
ReportName String All except is/not Null
Any String
Status String Equals See: “Allowed Filter Values” on page 22
EmployeeName String All except is/not Null
Any String
LastModifiedDate DateTime Equals Any DateTime
ReportName_Config_File String Equals Location of the filter file contains only the report names.
ExpenseSummaryV3 ExpenseSummaryApprovalStatusCode String Equals A_AAFH, A_ACCO, A_APPR, A_EXTV, A_FILE, A_NOTF, A_PBDG,A_PECO,A_PEND, A_PVAL, A_RESU, A_RHLD, A_TEXP
ExpenseSummaryApproverLoginID String Equals Any String
ExpenseSummaryCurrencyCode String Equals The 3-letter ISO 4217 currency code for the report currency. For example, USD.
ExpenseSummaryPaymentStatusCode String Equals P_HOLD, P_NOTP, P_PAID, P_PAYC, P_PROC
Data Filters 19
Object Filter Fields Data Type
Operators Allowed Values
ExpenseSummaryUser String Equals Any String
ExpenseSummaryPaymentType String Equals Any String
ExpenseSummaryReimbursementMethod String Equals ADPPAYR, CNQRPAY, PMTSERVNOTE: PAY_PAL is NOT supported.
ExpenseSummaryExpenseTypeCode String Equals Any String
ExpenseSummaryAttendeeTypeCode String Equals Any String
ExpenseSummaryCountryCode String Equals The report country. Maximum 2 characters. Format is, The ISO 3166-1 alpha-2 country code. For example, United States is US.
ExpenseSummaryBatchID String Equals Any String
ExpenseSummaryVendorName String Equals Any String
ExpenseSummaryHasVAT Boolean Equals 0, 1
ExpenseSummaryHasImages Boolean Equals 0, 1
ExpenseSummaryHasImages Boolean Equals 0, 1
ExpenseSummaryIsTestUser Boolean Equals 0, 1
ExpenseSummaryExpenseGroupConfigID String Equals Any String
ExpenseSummaryCostObject String Equals Any String
ExpenseSummaryEntryTransactionDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryEntryTransactionDateAfter DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryCreateDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryCreateDateAfter DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryUserDefinedDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryUserDefinedDateAfter DateTime Equals Date in YYYY-MM-DD format
20 Chapter 3: Data Synchronization Tasks with Concur Connector
Object Filter Fields Data Type
Operators Allowed Values
ExpenseSummarySubmitDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummarySubmitDateAfter DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryProcessingPaymentDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryProcessingPaymentDateAfter DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryPaidDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryPaidDateAfter DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryModifiedDateBefore DateTime Equals Date in YYYY-MM-DD format
ExpenseSummaryModifiedDateAfter DateTime Equals Date in YYYY-MM-DD format
ExpenseEntryV3 ExpensEntryUser String Equals Any String
ExpenseEntryID String Equals Any String
Note: To fetch all the company reports for a 24-hour period, use the LastModified date query string.
LastModifiedDate is applicable only for following report status types and time stamp is not considered for the LastModifiedDate search criteria.
Report Status Types Supported
ALL Yes
ACTIVE Yes
UNSUBMITTED Yes
APPROVED Yes
PENDING Yes
PROCESSED Yes
PAID Yes
PAYMENTCONFIRMED Yes
Data Filters 21
Report Status Types Supported
RECENT Yes
TOAPPROVE Yes
Allowed Filter ValuesYou can use the following filter values for the Status filter field.
Filter Value Description
RECENT Provides all reports that have been modified in the last 31 days of the specified user.
ACTIVE Provides all unsubmitted and unpaid (payment status is not Paid) reports of the specified user.
UNSUBMITTED Provides all unsubmitted reports of the specified user.
PENDING Provides all pending reports of the specified user.
APPROVED Provides all approved reports of the specified user.
PROCESSED Provides all processed reports of the specified user.
PAID Provides all paid reports of the specified user.
PAYMENTCONFIRMED Provides all confirmed paid reports of the specified user.
FORTHISMONTH Provides all reports with date of creation in the current month by the specified user.
FORLASTMONTH Provides all reports with date of creation in the previous month by the specified user.
FORTHISQUARTER Provides all reports with date of creation in current quarter calendar by the specified user.
FORLASTQUARTER Provides all reports with date of creation in the previous quarter calendar by the specified user.
FORTHISYEAR Provides all reports with date of creation in current year by the specified user.
FORLASTYEAR Provides all reports with date of creation in the past year by the specified user.
TOAPPROVE Provides all reports that have approval pending from the specified user.
APPROVEDTHISMONTH Provides all reports approved or pending approval from the specified user in the current month.
APPROVEDLASTMONTH Provides all reports approved by the specified user in the current month.
APPROVEDTHISQUARTER Provides all reports approved or pending approval from the specified user in the current calendar quarter.
APPROVEDLASTQUARTER Provides all reports approved by the specified user in the previous calendar quarter.
22 Chapter 3: Data Synchronization Tasks with Concur Connector
Filter Value Description
APPROVEDTHISYEAR Provides all reports approved or pending approval from the specified user in the current calendar year.
APPROVEDLASTYEAR Provides all reports approved by the specified user in the previous calendar year.
Selecting Multiple Objects in Source TabPerform the following steps to add multiple objects in Source tab of the Data Synchronization task:
1. In Source tab, select Multiple as Source Type.
For details, see “Creating a Concur Data Synchronization Task (DSS)” on page 15.
2. Click Add Primary button to add parent object.
3. Click Add Child button to select child object.
The following are the supported parent-child relationships for expense objects.
Parent Object Child Object
ExpenseSummary ExpenseEntry
ExpenseEntry Attendee
ExpenseEntry ExpenseItemization
ExpenseSummaryV3 ExpenseEntryV3
Selecting Multiple Objects in Source Tab 23
Known IssuesThe following information will help you to debug the connector and identify the root cause in case of an issue.
• The log and exception messages are captured in the infaagent.log life. The file is located in the root directory where Informatica Cloud agent is installed.For example, <Secure Agent installation directory>\infaagent.log.
• When you setup a Data Synchronization task with invalid configuration, a NULL error message is displayed. The exception details are available in infaagent.log life.
• When a Data Synchronization task fails, the exception and log details are captured under Session Log.
Note: The session log files contain information of last 10 tasks only. Older log files are overwritten by the new log files. It is recommended to take back-up of the log files.
24 Chapter 3: Data Synchronization Tasks with Concur Connector
C H A P T E R 4
Frequently Asked Questions and Answers
This chapter includes the following topic:
• Frequently asked Questions and Answers:, 25
Frequently asked Questions and Answers:u Does concur allow fetching all the details associated with a particular user in one attempt?
Answer:
The Concur API does not allow fetching all the details of a user in one attempt. You must mention the login ID of the user in the data filters to pull all the details. When you mention the login ID of the user, all the details associated with that user are displayed in one attempt.
Note: If you do not provide the login details, you get the OAuth details of the user.
25
Index
CCloud Application Integration community
URL 5Cloud Developer community
URL 5
IInformatica Cloud Community
URL 5
Informatica Cloud web site URL 5
Informatica Global Customer Support contact information 6
Ttrust site
description 6
26