Forberede ERP Kommune for integrasjon

ERP Kommune from TietoEvry is a cloud-based Enterprise Resource Planning (ERP) system for managing finance, HR, and other core processes in Norwegian municipalities. Based on the Unit4 ERPx platform, it is designed to provide municipalities with an effective and user-friendly way to handle their daily operations.

Preparation and Setup

To ensure a successful integration, specific preparations must be completed within ERP Kommune.

Step 1: Order a Data Extract

The municipality must order a data extract from ERP Kommune through their customer contact at TietoEvry. The required data format is Stamdata3. Instruct TietoEvry to send the file access credentials directly to us at Identum.

Step 2: Configure User Data

For messaging workflows and access management to function correctly, all user data must be configured according to the following requirements:

• Link Positions to Units: All users must have a position that is linked to a specific organizational unit. This is critical for ensuring that automated workflows and access controls in the identity management system and connected target systems function optimally.

• Assign Managers: To ensure that employee onboarding and offboarding processes work correctly, a manager must be assigned at every level of the organizational hierarchy. This means the manager's unique resource number from ERP Kommune must be registered on all organizational units they are responsible for.

Step 3: Structure the Organization Module

Note: We strongly recommend that the organization module in ERP Kommune is built to reflect the municipality's actual organizational hierarchy, not as a list of cost centers. A hierarchical structure creates a dynamic and clear foundation for access management and permissions.

Example of a good organizational structure:

• Municipal Director

  • Director of Health and Care

    • Department of Home Services

    • Department of Health

    • Department of Nursing and Care

  • Director of Culture and Education

    • Department of Culture

    • Fyresdal Kindergarten

    • Gimle School

  • Director of Planning and Technical Services

    • Department of Operations and Maintenance

    • Department of Cleaning Services

    • Staff for Planning and Technical Services

  • Director of Staff and Finance

    • Head of Business Development

Konfigurasjon

Once we have imported the data from ERP Kommune into an instance of the access management system, we should schedule a meeting to review the data quality. In this meeting, we will configure the Main Filter and Position Filter.

Main Filter

The Main Filter is used to exclude certain users from the import file so they are not created in the access management system. This is useful for individuals who are in the HR system for payment purposes but should not have user accounts in Active Directory or other connected systems.

Eksempel:

• Elected officials

• Support contacts

• Foster parents

For more information see internal article; Main filter

Position Filter

The Position Filter makes it possible to exclude specific secondary positions from employees who may hold multiple roles in the organization. This is very useful for automated access management, as it prevents a secondary role from granting unintended permissions.

For example, we can filter out roles like "foster home" or "contractor" even if the employee holds other primary positions.

For more information see internal article; Using the position filter