OrgChart User Guide

OrgChart Now can create an org chart from your UltiPro data. This is done through Reporting Services

Reporting Services - Query UltiPro using UltiPro's Reports-as-a-Service Interface

The reports-as-a-service is the recommended interface. The web services interface is easier to setup but only provides a very limited set of fields from UltiPro. For example, the 'location' of an employee is only available through the reports-as-a-service interface.

reports-as-a-service interface using the following procedure. This procedure assumes you are already familiar with the UltiPro interface.

1. Log into your UltiPro account (account must have administrator privileges)
2. Click on the 'System Configuration' tab
3. Select the 'Service Account Administration' option
4. Create a user account
   • Click on the + button to add a new user account
   • Enter a user name (typically this would be your AR number followed by an underscore and then OrgChartNow. Example ABC1001_OrgChartNow)
   • Enter a password
   • Enter an Email address (typically your email address or your administrator's email address)
5. Select the 'View' check box associated with the 'Employee Self Service API'
6. Before continuing to the next step. Note the following:
   • User name (from the previous step)
   • Password (from the previous step)
   • User API Key (look on the row for the newly created user)
   • Customer API Key (at the top 'Service Account Administration' panel)
7. Click on the Web Services option (in System Configuration).
8. Look for the Business Intelligence web service endpoint. Note the first part of the the endpoint address - something like 'service4'
9. Select the Business Intelligence tab
10. [Optional] Create a new folder called 'OrgChart Now' (or use an existing folder)
11. Create a report (name the report something like 'OrgChart Now Employee Report')
12. Note the Report Path (Something like zzzCompany Folders/Acme Inc/UltiPro/IT Reports)
13. Reports can contain any number of fields but should contain a minimum of the following fields:
    • Employee Name
    • Employee Number
    • Supervisor Employee Number
    • Job Title
    • Org Level 2- Department Name
    • Org Level 2 Code - Department Number
    • Employment Status
    • Employee Type
14. Set the properties for the report
15. Make sure the report is filtered on 'Active' (and if needed 'LOA' employees)
16. Select the Permissions tab
    • Make sure the report has the 'BI Consumer (Core)' role¹
    • Make sure the 'Override the access permissions acquired from the parent entry' check box is checked
    • Set permissions for the 'BI Consumer (Core)' to Read, Execute and Traverse

You may have to log a ticket with UltiPro to add the 'BI Consumer (Core)' role to your report

1. Log into OrgChart Now (must have administrator privileges)
2. Select FILE tab
3. Select Configure button (in the Connectors section)
4. Select the UltiPro option
5. Enter the following parameters:
   • Interface: BIT
   • Server: <End Point noted in previous procedure> - something like 'service4'
   • User Access Key: <Recorded in previous procedure>
   • Client Access Key: <Recorded in previous procedure>
   • User Name: <Recorded in previous procedure>
   • Password: <Recorded in previous procedure>
   • Report ID: 0
   • Report Name: <Recorded in previous procedure>
   • Report Path: <Recorded in previous procedure>²
6. Click Authentication Test. If not successful, check parameters and retest.
7. Click OK (to save UltiPro setup)

1. Select the FILE tab
2. Select Import and then select the UltiPro option.
3. If an error occurs, revisit the UltiPro configuration and make sure all settings are entered correctly. If you are unable to resolve, contact moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro.
4. If the query is successful, the first step of the Import Wizard will be presented. Follow through the steps to create a chart.³

²Use the '_' to separate the parts of the path. For example, zzzCompany Folders_Acme Inc_UltiPro_IT Reports
³In the Define Fields step, set:

• PersonID to 'Employee Number'
• SupervisorID to 'Supervisor Employee Number' (or Employee Number (Supervisor))
• Name to 'Employee Name'
• Title to 'Job Title'