Compilo

This document describes the eADM integration for Compilo, which automates the synchronization of users and departments from an HR system. It outlines the necessary preparations, such as ordering the service, and the step-by-step process for configuring the integration.

Overview

This integration ensures that users and the organizational hierarchy are automatically synchronized and maintained in Compilo. The integration automatically transfers users and departments from the HR system and creates them in Compilo. When an employee leaves or a department is closed, Compilo is updated accordingly.

The data flow is managed via synchronization templates, allowing you to decide which data should be transferred. Employees can be provisioned with a user account in Compilo either automatically or be assigned one manually.

Note: Identum does not manage the Compilo service and cannot answer questions regarding its use. For assistance with using the Compilo application, please contact Compilo Support.

Warning: Departments are only inactivated if there are no open deviations connected to them.

Pre-configuration Steps

• Order the service from both Compilo and Identum. It could be beneficial to arrange a startup meeting (30-45 minutes) attended by Identum, Compilo, and the person responsible for Compilo in your organization.

• Decide if there are users or departments in eAdm that should not be synchronized to Compilo.

• Determine if all employees should have a user account in Compilo.

• Decide if manual user accounts should be included.

• Clarify if employees in other companies managed in eAdm (e.g., Church councils, municipal property companies) should be included.

Configuration Steps

Step 1: Match User Accounts

To connect eAdm to existing users in Compilo, the username exported from eAdm must match the user in Compilo. If no match is found for the username, a new user will be created.

1. Check the username format currently in use in Compilo. This is typically the primary email address, UPN, or sAMAccountName from AD.

2. Inform Identum which username format is in use at your organization.

Step 3: Map Organizational Units

Before the integration can be set up, you must add an external unit number to existing units/levels in the Compilo organizational hierarchy. This allows them to be matched with departments from the HRM system/eAdm and continuously maintained when names or numbers change.

1. How to Export Organization IDs from eAdm Use the "OrganisasjonsID" from departments in eAdm as the "Ekstern enhet" in Compilo. This ID is Visma's internal serial number for departments and is a static value that cannot be changed.

2. In eAdm, navigate to Avdelinger (Departments).

3. Select Vis alle (Show all).

4. Scroll to Velg operasjon (Select operation) and click Eksporter til CSV (Export to CSV).

5. In the export dialog, select avdelingsnavn (department name) + organisasjonsID (organization ID), and optionally organisasjonstype (organization type), to get a list of all departments with their ID.

Step 4: How to Enter IDs into Compilo

1. Add the exported IDs to the matching departments in Compilo that you want to maintain via the integration. You enter the ID in the field named Ekstern enhet (External unit) for each unit.

2. If this field is not visible to you, ask Compilo to make it available.

Warning: Each ID can only be used once. You CANNOT enter the same ID on two different units in Compilo.

When the matching job is complete notify Identum and Compilo so the data can be validated and the integration can be activated.