Introduction
This article will walk you through how to add a new source system to HelloID.
Add a new source system
- On the Source Systems Overview screen, select the plus (+) button.
- On the Create System dialog box, select your desired source system and click Create. For this article, we will be using the HR generator system.
Note: The HR generator system is for testing purposes only, and not for production use. It generates sample Person records for testing and experimentation. If you are setting up a production environment, set up a custom PowerShell system.
- The system has now been added. To configure it, see Configure and manage source systems.
Multiple source systems
If your organization's personnel records are split across multiple systems of record, you can import all of them to HelloID Provisioning by adding additional source systems. To do so, simply repeat the instructions provided above. There is no strict limit to the number of source systems you can add, although generally speaking, the fewer the better.
All added systems are displayed in separate tiles under the Source Systems section of the Source Systems Overview. For example, in the following screenshot, a second HR generator source system has been added:
Each source system is configured independently and has its own separate import process. Although persons imported from all source systems are combined in snapshots and displayed together in the persons list, each person object remains tied to its origin source system. Imports will never overwrite similar persons objects imported from other source systems. If duplication occurs, a duplicate person is created, tied to the new source system. It is possible, however, to merge persons.
When viewing the individual Persons records, you will see that each one is tied to its origin source system.
To more clearly distinguish Persons' origin source systems, you can customize the Display Name to include the {Source.DisplayName} field:
On the next snapshot, Person display names will be updated throughout the Provisioning module to include the name of their respective origin source systems.