ERP-Specific Connections

SAP S/4 HANA

Source System Prerequisites

Before creating a connection in JustPerform, configure the following in SAP S/4 HANA:

Step 1: Enable ODP Framework

1. Use Transaction SU01 to create RFC user

2. Use Transaction SICF to activate ODP services

3. Navigate to path: /sap/opu/odata/sap/

4. Verify ODP_EXTRACTION service is active

Step 2: Configure Operational Data Provisioning

1. Use Transaction RODPS_OS_EXPOSE to expose data sources for ODP

2. Select data sources to make available

3. Activate for operational data provisioning

4. Test using transaction RODPS_REPL_TEST

Step 3: Enable Delta for Data Sources

For delta extraction capability:

1. Check delta capability in RSA2 (for BW extractors)

2. For CDS views: Ensure @Analytics.dataExtraction.enabled: true

3. For tables: Enable change documents or use timestamp fields

4. Initialize delta queue using transaction ODQMON

Step 4: User Authorizations

RFC user must have the following authorization objects:

Recommended role template: SAP_BC_DWB_ABAPDEVELOPER (adjust as needed)

Connection Configuration in JustPerform

Available Data Sources

After connection, the following data sources are available:

Delta Configuration

Prerequisites for Delta

1. For Standard Extractors: Delta must be active in source system

2. For CDS Views: Use the following annotation:

   abap

   @Analytics.dataExtraction: {

     enabled: true,

     delta.changeDataCapture: {

       automatic: true

     }

   }

   For Tables: Timestamp field or change documents

Setting Up Delta in JustPerform

1. Create import rule with Delta mode

2. Select Load Type: Delta

3. Initialize delta on first run

4. Subsequent runs extract only changes

Monitoring Delta Extraction

1. SAP Transaction ODQMON: Monitor extraction queues

2. Check subscriber status

3. View data volume per extraction

4. Clean up old requests (retention typically 24 hours)

SAP SuccessFactors

Source System Prerequisites

1. Enable API Access

   1. Log in to SuccessFactors as Administrator

   2. Navigate to Admin Center → Company Settings

   3. Enable OData API Access

   4. Configure API call limits if needed

2. Create Integration User

1. Navigate to Admin Center → Manage Users

2. Create dedicated integration user

3. Assign appropriate role-based permissions:

   • Employee Central API

   • Reports Permission

   • Metadata Framework

   • Required module permissions

4. Configure OAuth Application

   For OAuth 2.0 authentication:

   1. Navigate to Admin Center → Manage OAuth2 Client Applications

   2. Register new application

   3. Generate X.509 certificate

   4. Upload certificate and note the API key

   5. Configure SAML assertion settings

5. Set Up Permissions

   Integration user must have:

   • View permissions for required entities

   • Export permissions for data

   • Access to compound employee API (for delta)

   • Metadata API access

Connection Configuration in JustPerform

Setting Up Delta in JustPerform

1. Create import rule with Delta mode

2. Select timestamp field (usually lastModifiedDateTime)

3. System maintains watermark automatically

4. Configure appropriate time windows

Microsoft Dynamics 365

Source System Prerequisites

Step 1: Setup Azure AD Application

In Azure Portal:

1. Navigate to Azure Active Directory → App registrations

2. Create New registration with name "JustPerform_Integration"

3. Note the Application (client) ID

4. Create client secret and save value

5. Set API permissions:

   • Dynamics CRM → user_impersonation

   • Grant admin consent

Step 2: Create Application User in Dynamics 365

1. Navigate to Settings → Security → Users

2. Switch view to Application Users

3. Click New → Application User

4. Configure:

   • Application ID: From Azure AD

   • Full Name: JustPerform Integration

   • Primary Email: integration@company.com

Step 3: Assign Security Role

1. Create custom security role or copy existing

2. Configure the following required privileges:

   Privilege Type	Access Level
   Organization	Read
   Business Management	Read all settings
   Core Records	Read access
   Custom Entities	Read access
   Security Depth	Organization level

Step 4: Enable Change Tracking (For Delta)

1. Navigate to Settings → Administration → System Settings

2. Enable audit logs

3. For specific entities:

   1. Navigate to Settings → Customizations → Entities

   2. Select entity → Enable Change Tracking

   3. Publish customizations

Step 5: Configure API Access

1. Verify OData endpoint is accessible

2. Check API limits are appropriate

3. Configure IP restrictions if needed

Connection Configuration in JustPerform

Infor LN (Custom API)

Connection Configuration in JustPerform

Delta Configuration

Prerequisites for Delta

Identify the following timestamp columns:

NetSuite

Source System Prerequisites

Before creating a connection in JustPerform, configure the following in NetSuite:

Step 1: Enable SuiteCloud Features

1. Navigate to Administrator → Setup → Company → Enable Features

2. Select SuiteCloud tab

3. Enable Web Services and REST Web Services

4. Enable Token-Based Authentication for secure access

5. Activate SuiteAnalytics Workbook for reporting capabilities

Step 2: Create Integration User

1. Navigate to Setup → Users/Roles → Manage Users

2. Create a dedicated integration user with appropriate permissions

3. Assign role with the following permissions:

   Permission Type	Access Level
   Web Services	Full access
   Lists	View and Edit access for required record types
   Transactions	View access for required transaction types
   Reports	View access for custom reports and saved searches

Step 3: Configure Token-Based Authentication

1. Navigate to Setup → Users/Roles → Access Tokens

2. Create new access token for the integration user

3. Note the Token ID and Token Secret (one-time display)

4. Configure token permissions and restrictions

Step 4: Set Up Custom Records and Fields (Optional)

1. Create custom fields for change tracking if delta extraction is required

2. Set up saved searches for data extraction

3. Configure custom records for additional data points

Connection Configuration in JustPerform

Delta Configuration

Prerequisites for Delta

NetSuite provides standard audit fields:

Setting Up Delta in JustPerform

To create Import Rule with Delta Mode

1. Select extraction mode: Delta

2. Choose timestamp field: date_last_modified

3. Configure initial load strategy

4. Set delta extraction window (e.g., last 24 hours)

SAP BPC (Business Planning and Consolidation)

Source System Prerequisites

Before creating a connection in JustPerform, configure the following in SAP BPC:

1. Create a Gateway service to consume data from API and update into BPC Cube

2. Activate the Service

Connection Configuration in JustPerform

SAP SAC (Analytics Cloud)

Connection Configuration in JustPerform