Synchronizing People and Organizations

How To Synchronize People and Organizations

CES - Enovia People and Organization (P & O) Synchronization is a process through which People, Roles, and Projects are modeled across the Enovia Organizations. This synchronization lets you map role-based logins and validate user credentials. Each user is assigned a particular role and location, defined based on the mapping. The mapping and validation help administrators manage users across both Enovia and CES applications, for both VPM Lifecycle Navigator Web and CATIA client.

This process extracts a set of users and user credentials from the Enovia database. It then reads a set of default values from a property file and inserts the new set of users into the CES database. The Enovia P & O attributes are mapped to the attributes of the CES Explore User class. The following table provides examples of some of that mapping:

ENOVIA P & O Attribute CES - Explore User Attribute

ID

*UserName (Primary Key)

First Name

*FirstName.

Last Name

*LastName

Address

AddressLine1

Email

EmailAddress (Contact class)

* required attributes

These mappings are defined in the property file ...\intel_a\resources\sdm\excalibur\SDMPOSchema.properties. This enables the administrator to customize this information whenever an ENOVIA or CES attribute changes. The process reads this property file and the csv file and maps the data to the Explore class attributes. It then loads the data into the CES Explore database. The following are required fields in the CES Explore User class and must be defined in the property file:

  • Locale ID: Default value from the property file.
  • Preferred User Group: Default value from the property file.

The next step of the process inserts the data into the CES Explore class.

Please note that to perform this functionality, you must enable the Sync To CES option in the contextual menu. To enable this option, you must modify the RscPerson.xml file, located in ...\intel_a\resources\pprregistry\command\ENOVIA\assignment\. Open this file for editing and make sure the following values are included:

<Command...name=lcaPnoSyncCes ....multiRowEnabled= true .... enablement=true ....visibility=true ....confirm=false/>

You must be logged in to both ENOVIA and CES, with administrator privileges, in order to use this functionality. If you are not logged into CES when you attempt to use this functionality you will be prompted to log in.

Passwords must be synchronized between ENOVIA P & O and the CES Server. This requires decrypting the ENOVIA P & O password using V5 libraries and re-encrypting the password with the Explore libraries.

The CES Explore User information must be updated in the property file.

Users are loaded into the CES Explore User class. All existing users are validated and any differences between the CES users and the targeted ENOVIA users are displayed. This is only done for existing users, not new users.

The administrator can view and validate the changes before synchronization.

For more information about approval settings, refer to CES Administration Guide : Approval Settings for Users and User Groups.

This task explains how to synchronize people and organizations:
  1. Start VPM Lifecycle Navigator Web and log on to both ENOVIA and CES with administrator privileges. In the Source drop down list select ENOVIA V5. In the Type drop down list select Person. In the Search Criteria field, enter the criteria to use for searching. Click Search.

  2. The search process will take a little time, so be patient. When the list of users is ready, the Search Results: Person window appears:
     

  3. Select one or more entries you wish to synchronizeRight click the selected entries and select Sync To CES The CES People and Organization Sync window appears.



  4. Notice that the Status column for this set of entries contains New. This indicates the listed users do not exist in the CES database. If a selected user already exists in the CES database, the status is Existing. Click the Sync Users To CES button to complete the process. The new users are added to the CES database.