Sikri Elements

This document outlines the necessary preparations and required information for integrating eADM with the Sikri Elements case and archive system.

Overview

Sikri Elements is a leading case and archive system in the Norwegian public sector, evolving from the ESA and ePhorte products.

The integration allows eADM to manage the entire lifecycle of users and departments within Sikri Elements, based on source data from your organization's HR and payroll system.

• Automated Provisioning: Users are automatically created, maintained, and deactivated. They are linked to the correct departments and are automatically removed when they change positions or leave the organization.

• Role Management: eADM manages user access in Elements through role control. This can be fully automated based on rules or handled manually through the eADM user interface.

• Real-Time Synchronization: The integration is API-based and can run in real-time to ensure data is always current.

Pre-configuration

Before the integration can be configured, several preparation steps must be completed. These are divided into actions you must perform in your own environment and information you need to gather from Sikri.

Customer-Side Configuration

You must configure the following within your systems:

1. Define Role Scope: Decide which specific roles in Elements that eADM will be responsible for managing.

Warning: The roles managed by eADM will be updated automatically. Role assignments made in eADM will become the definitive source for those roles. Any manual assignments of these specific roles made directly in Elements will be removed during synchronization. It is critical to ensure the rules and assignments in eADM are correct and comprehensive.

2. Define Automation Rules: Determine which users or departments should receive roles automatically or have them available for manual assignment. This is necessary to create the corresponding rule sets in eADM.

3. Match Department IDs: Match the departments in Elements with those in eADM. The

   Enhetsforkortelse dette nivå field for a department in Elements must be populated with the corresponding Department Number from eADM.

4. Match Existing Users: Ensure that all existing user profiles in Elements contain the correct employee number or username. This is required so eADM can match and link the profiles to the correct users from the HR system.

5. Configure Notifications (Optional): If you want eADM to send automatic email notifications (e.g., to an archivist) when access is granted or removed, you must inform Identum.

Information Required from Sikri

You must obtain the following technical details from Sikri and provide them to Identum:

• Database Name

• API User Credentials (Username and Password)

• Config ID (for both production and test environments, if possible)

• Record-Keeping Unit Code: The code for the official record-keeping unit (e.g., "SP" for a central mail reception).

• API URI: This is required if you have a local (on-premises) installation of Sikri Elements.

Kickoff Meeting

Once the prerequisites are in place and Identum has received the necessary access details, we will schedule a kickoff meeting. In this meeting, we will review and approve the final setup and schedule the go-live for either the test or production environment.