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.
        connect-to-sap-1
      4. Click Get Started. You will be prompted to select the source of your employee data. See below.connect-to-sap-2
      5. Select SAP (HR-OCI).
      6. Click Next. The SAP Connection Wizard will appear. See below.
        connect-to-sap-3
        Note: You must have the SAP Client and OrgPlus installed on the same PC otherwise you will see the error dialog box below.
        SAP_Error
      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.op.saphr_file
      9. Now that you have successfully connected to your SAP system, you can complete the remaining steps in the OrgPlus import wizard.