Preparing Oracle Taleo to connect with JobWords

Preparing Oracle Taleo to connect with JobWords

Doing it yourself? These instructions are written for anyone to follow but most enterprises will already have a Taleo System Administrator employed internally or a Oracle Partner (3rd party) assisting with the configuration of Taleo Enterprise Edition - with their help you'll able to skip through some of these steps even quicker.
For JobWords to connect with the Taleo Web Service API (a secure way for the platforms to share the job data) the following tasks are required:
  1. enable Taleo Web Services on your instance of Oracle Taleo
  2. create a Taleo User Account that has Integration permissions
See below for detailed instructions on how to complete these tasks.

Once these steps have been completed 



Enabling Taleo Web Services

New versions of Oracle Taleo will have Web Services enabled by default while older versions may require you to log a request with the Taleo Production Team to activate it for you upon a proof of purchase. Contact your Taleo Customer Representative or Taleo System Administrator for further details about activation.

Submit a Support Request (SR) here - https://support.oracle.com/




Creating a Taleo API User

Taleo Administrator level access is required to create a Taleo User Account and manage Taleo User Types - if you do not have this level of access your Taleo System Administrator or Oracle Partner can help you
JobWords requires permission to share data from the Taleo Web Service API.

To access and use the Taleo Web Service API you will need to create or identify an existing Taleo User Account with Integration permissions.

It is recommended to set up a generic Taleo User Account for this purpose instead of adding permissions to an employee account which may be removed or changed in the future. Consider creating a user with a dedicated email address such as "integration@yourcompany.com", "taleo.api@yourcompany.com" or "taleo-web-services@yourcompany.com".

Create a new Taleo User Account

These instructions have been sourced from Oracle Taleo's documentation for Creating a User Account -
Configuration > [SmartOrg] > Administration > User Accounts

Procedure
  1. Click Create
  2. Specify the language in which you want to create the user account.
  3. Complete the fields in each section presented by the User Account Wizard.
  4. Click Next to navigate between sections.
  5. Click Finish.
The user account appears in the User Accounts list.

Take note of the new Taleo User Account's email address and password which will be required when setting up your connections in JobWords.

Identify a Taleo User Type

Before the next step you will need to identify a Taleo User Type with Integration permissions which by default should already exist.

Configuration > [SmartOrg] Administration > User Types

Procedure
  1. View User Types table
  2. Identify a User Type that includes Integration in the column titled Functional Domain
  3. Click the User Type's Code column
  4. Click Integration under Functional Domains 
  5. Click Edit next to the Integration sub-domain
  6. Under Permissions > Select a Section should be set to "All"
  7. Under General > All options should be checked and have "Without Restriction" selected
  8. Click Cancel or Save
  9. Take note of the User Type's Name for the next step
If you cannot find a Taleo User Type with Integration permissions refer to Oracle Taleo's User Type Management documentation for instructions to create a new Taleo User Type and for Granting a User Type Permission.

Assigning a User Type


In the this step you will will add the Taleo User Type you identified in the previous step.

These instructions have been sourced from Oracle Taleo's documentation for Assigning a User Type to a User Account -

Configuration > [SmartOrg] > Administration > User Accounts

Procedure
  1. Click a user account.
  2. Click Edit next to User Types.
  3. Click Add next to User Types.
  4. Select one or several user types.
  5. Click Select.
The user types appear in the User Types list.


Next Steps

Now that you have set up a Taleo User Account with Integration permissions you can move on to Setting up a Connection in the JobWords Recruitment Marketing Platform.