This article will walk you through the source systems overview page.
The Source Systems Overview
From the provisioning dashboard, select the Source Systems icon, or the corresponding link in the menu.
The overview comprises four sections:
- Integrated Systems
This area shows you the source system(s) to which HelloID is currently connected. Source systems are the starting point of every provisioning process. They are the 'systems of record' from which HelloID retrieves your organization's personnel data, such as a human resources database.
Here, you are provided with information about your source system(s)' current state and most recent import results. You may manage source system(s) by selecting their wrench icons, remove them by selecting their trash can icons, or add new source systems by selecting the plus (+) sign button at the top of the list.
You can add multiple source systems, if your organization has multiple systems of record for its personnel data.
Select the 'Start import' button to perform a manual import for the respective system. The import process creates Person records based on the personnel data in your source system(s).
The configuration area allows you to manage global settings for the source system(s), such as how display names are formatted, and how each user's primary contract and manager are determined. Here, you may also create and manage custom fields. To do so, select the relevant wrench icon.
- Latest Imports
This area displays a history of the vault snapshots and imports from the defined source system(s). You can see when a snapshot or import was started, when it finished, and if it was successful.
An import is when Persons records are created in HelloID based on personnel data in source system(s). Imports may be scheduled or manual. On the other hand, a vault snapshot is a combination of the latest imports from each added source system, and comprises the set of Persons records which is used during business rule evaluation and enforcement.
You can also refresh your vault snapshot without performing a new import, using the New Snapshot tool. This tool re-applies certain formatting and mapping changes to your current vault snapshot, without re-fetching data from source systems.
- HelloID Persons
This is a list of all Person records in the current vault snapshot. The pattern of each person's display name is defined in the Configuration area (2).