1. 1 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Creating a Bulk Import Job in Quartz Dan Hayes Senior Technical Consultant, SuccessFactors

2. 2 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. 2 Getting the Data

3. 3 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Getting the Data The process expects one ZIP file with the CSV and all the attachments. It may not accept subfolders or directories within the ZIP. So it’s strongly recommended that the customer put all the files in one folder and zip them from within that folder. That will create a ZIP that will not unzip into separate directories. The attachment file names are case sensitive. The data needs to be placed on an SFTP or FTP server for us to pick it up. Most customers use our servers. If they use ours, we recommend placing the files in the /incoming folder. Please refer to one of the docs on Confluence for details on the CSV file.

4. 4 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. 4 Creating the Import Job

5. 5 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Creating the Import Job Navigate to Create New Job in Provisioning. Open provisioning in the appropriate data center. Navigate to the customers instance. Go to the Managing Job Scheduler Section. Go to Manage Scheduled Jobs Section.

6. 6 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Creating the Import Job Select the Create New Job button.

7. 7 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Creating the Import Job Select the Live Profile Import Job Type From the Pull Down. The following screen will appear.

8. 8 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Creating the Import Job Choose these Job Definition settings. Background Information. Appropriate Locale and Encoding. Usually the defaults. We do not normally select Stop Import if Invalid Users found. YES or NO to Overwrite Existing Data. No appends your data to the existing. YES wipes out everything in the background sections specified in the import before loading new data. Upload Attachments Along With Data. You must select this. It’s what makes the job look for a ZIP file to do a batch import.

9. 9 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Creating the Import Job The next section is the generic Server Access settings like any other Import job.

10. 10 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Connecting to the Server Server Access Settings. Most of the time, customers use our servers, but you can also specify a customer server here. Host Address,FTP Login and FTP Password. Use the values provided by operations or the customer. If the customer already does other imports with us, use those settings. They need to match the location where the customer placed the ZIP file It’s easier to enter the password if you select Show Plain Text. Passive Mode. If the customer server is using FTP and not SFTP select this. If it’s an SF server or a customer server using SFTP Protocol, select this. Test Connection and Test File Put. Do both tests. If they fail something is wrong and your job will fail to save or run. Correct your settings before proceeding.

11. 11 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Connecting to the Server Internal Connection to the Server You connect using SFTP. This may be done with a PC type program like WinSCP or FileZilla. Enter the credentials provided by Cloud Ops. Select the SFTP protocol. Plain FTP will not work. You can also use browser based HTTPS. They just enter our server name like https://sftp4.successfactors.com and then enter username and password on the screen. NOTE:This screen displays password and username help. Those don’t actually work at this time.https://sftp4.successfactors.com Cloud Ops fixed the odd stuff that was going on during initial deployment of these servers. You can connect using either SFTP or HTTPS while both on and off the SF VPN. You can use the customer facing server names like sftp4.successfactors.com You don’t need to use any IP addresses or modify your hosts table.

12. 12 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Connecting to the Server File Name Information

13. 13 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Connecting to the Server File Name Information File Path. If it’s our server this should be /incoming. If it’s a customer server it’s either / or whatever they tell you. This needs to match the location the file was placed. File Name. Must be the exact (case sensitive) name of the ZIP file. Date Format. This should be blank. If there happens to be a date in the file name, just type it in the actual name. PGP None or PGP. This job is supposed to allow PGP encrypted ZIP files. As this is being written, that option does not seem to work. For now, please ask customers to now encrypt these imports. Select NONE. If they insist on encryption, feel free to give it a try. It should be fixed at some point.

14. 14 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Connecting to the Server Job Occurrence and Notification. These jobs are not scheduled. You just use Run It Now to start them. So there is no reason to fill in anything here except additional email addresses.

15. 15 SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved. Saving and Running Saving Hit Create Job (Update if changing) to save. If you are prompted to submit Now or Later select later. No need to submit these jobs since you won’t schedule them. Running Use Run It Now to run the job. Use the Job Monitor to see how it completes. Additional info will be emailed to the specified users after the job finishes.

16. 16 Thank You