Knowledge Base

Importing Data from SAP

Overview

We know it’s important to keep your employee data updated. This application note describes how to connect to your SAP HRMS using the OrgPlus import wizard. Once connected, the import wizard will help you import your employee data from SAP.

System Requirements

  • OrgPlus Professional or Premium – Version 9, 2012, or Version 11.
  • SAP Client installed.
  • Established connection to the SAP Server using the SAP Client.
  • Microsoft .NET Framework version 2.0 or higher on the same machine as OrgPlus.
  • mySAP ERP version 2004 or higher.
  • HR-OCI version 4.6 or 6.0.

References

  • SAP HR Interface for Organizational Charting (HR-OCI) Version 6.0. Get Document

Using the OrgPlus Import Wizard to Connect to SAP

  1. Start the OrgPlus application.
  2. Click the File tab.
  3. Click Import Data. The Import Wizard will open. See below.

  4. Click Get Started. You will be prompted to select the source of your employee data. See below.

  5. Select SAP (HR-OCI).
  6. Click Next. The SAP Connection Wizard will appear. See below.

    Note: You must have the SAP Client and OrgPlus installed on the same PC otherwise you will see the error dialog box below.

  7. Complete the SAP Wizard connection form. Field name descriptions are shown below.

     

    Field Name

    Description

    The first 6 items (Application Server through Password) are the same as your SAP Client configuration. This data tells OrgPlus how to access your SAP Environment.

    Application Server

    Required

    SAP Router String

    Required

    System Number

    Required

    Client

    Required

    User

    Required

    Password

    Required

    View or View ID

    Required: enter the name or ID of a previously defined SAP view or a default view.
    The view ID determines the Organizational Management objects that are returned by the function module.
    For HR-OCI v4.6: ZOCI0
    For HR-OCI v6.x: MSS_OCI_OFO

    Refresh Properties View or View ID

    Optional: enter the name or ID of a previously defined SAP view or a default view for setting your refresh properties. 

    Query Scenario

    Optional: The optional query scenario parameter specifies a set of SAP queries that can be used to read additional data on the Organizational Management objects that are specified through the evaluation paths in the view ID.

    Object Type

    Required: must match the Root Object Evaluation Path specified in the SAP View creation step.
    Object types group similar data together. The five basic building block object types are: organizational unit, job, position, cost center, and person.
    The default for SAP is Organizational Unit.

    Extended Object ID

    Required: The ID of the desired root object of the charts. This ID must match the object type specified in the SAP View creation step.

    Plan Version

    Optional: The version number of the matrix organization that has your desired organizational structure. If left blank it defaults to 01

    Undefined Relationships

    Optional: This requires a custom setup in SAP. Please contact your SAP consultant for additional information

    Relationship Substitution

    Optional: This requires a custom setup in SAP. Please contact your SAP consultant for additional information

    Begin Date

    Optional: Use these fields to take advantage of SAP’s effective dating functionality. If left blank each defaults to the current date.

    End Date

    Optional: Use these fields to take advantage of SAP’s effective dating functionality. If left blank each defaults to the current date.

    Key Date

    Optional: Use these fields to take advantage of SAP’s effective dating functionality. If left blank each defaults to the current date.

    Hierarchy

    Choose between OrgUnit to OrgUnit or Position to Position hierarchy. The default organizational reporting hierarchy for SAP is OrgUnit to OrgUnit.

    HR-OCI Version

    Select the HR-OCI version that you’re using.
    Alternate RFC. This requires custom setup in SAP. Please contact your SAP consultant for information. Contact Insperity Technical Support for download instructions.

  8. Click the Next button to test the connection to the SAP system. You will get a response indicating either that the connection was successful or that it failed.

    If unsuccessful you will receive a Connection Failed dialog. Click the View Log button for information regarding the problem.

    If successful you will see the SAP Wizard Result dialog box. OrgPlus will prompt you to save the configuration file as op.saphr.

  9. Now that you have successfully connected to your SAP system, you can complete the remaining steps in the OrgPlus import wizard.
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