OrgChart Now Help Guide

Table of Contents

Oracle Connector Setup

Audience:

Audience: Administrators

Overview

OrgChart Now can import data directly from Oracle. The following article provides step-by-step instructions for setting up an Oracle connector in OrgChart.

In order to complete setup, you will need the following information:

  • REST Server URL - The URL of your Oracle Cloud service containing the endpoint for querying worker relationships. For example,¬†https://servername.fa.us2.oraclecloud.com/hcmRestApi/resources/11.13.18.05/workers

    Important

    Important: Generally, the Oracle resource workers (endpoint shown above) will have the worker relationship information necessary for creating the reporting hierarchy in OrgChart.

  • User Name and Password - User name and Password of the API service user with permissions to access the resources you're querying

Note

Note: Contact your Oracle System Administrator if you have questions regarding the required information above.

Oracle Connector Setup
  1. Log in to OrgChart.

  2. Click on More > Chart Settings.

  3. Click on the Excel icon under the Main Data Source heading. The Main Data Source Connector list appears.

  4. Click on the Oracle icon, and then click on the Select button.

    Oracle_Selected.png
  5. Enter the REST Server URL, User Name, and Password in the corresponding text boxes (as shown below).

    Oracle_REST.png
  6. Enter a comma delineated list of the Child Resources that contain the reporting structure (work relationships) for your organization in the Child Resources text box (under the Configuration heading).

    Oracle_Configuration.png

    Note

    Note: Reference the Oracle Employee Information documentation for more more information regarding reporting structure.

  7. Optionally, enter a pre-defined Finder (e.g. 'findByPersonId) in the Finder text box. Finders are constructed with the help of your Oracle System Administrator, and allow OrgChart to retrieve only records that match the Finder criteria.

  8. Optionally, enter a query parameter in the Query text box. OrgChart will only retrieve records matching the query parameter.

  9. Click Save, and then Refresh. The data nested in the Child Resources queried is pulled into OrgChart Now. To supplement the data that has been pulled in, reference the Oracle Merge Data article.