Set up a PrismHR connector

Capabilities

Resource	Sync	Provision
Accounts
Companies (Clients)

Connector actions

Connector actions are custom capabilities that extend C1 automations with app-specific operations. You can use connector actions in the Perform connector action automation step.

Action name	Additional fields	Description
update_employee_profile	`resource_id` (string, required) `field_name` (string, required) `field_value` (string, required)	Updates an employee profile field in PrismHR

Supported values for field_name:

Field name	Description
`workEmail`	Employee work email address
`homeDepartment`	Home department code
`homeLocation`	Home location code
`jobCode`	Job code
`clientEmployeeId`	Client-specific employee ID
`reportsTo`	Manager / reports-to ID
`birthDate`	Date of birth
`firstName`	First name
`lastName`	Last name

Gather PrismHR credentials

Configuring the connector requires you to pass in credentials generated in PrismHR. Gather these credentials before you move on.

A user with Back Office menu access in PrismHR must perform this task.

Create a PrismHR web service user

The Web Service User you create must be able to call the following Methods (or Endpoints):

ClientService.getClientCodes (The “Location”, “Department”, “Status”, “Job”, and “PositionClass” options must be allowed)
ClientService.getClientList
ClientService.getClientMaster
EmployeeService.getEmployee (The “Person” and “Client” options must be allowed)
EmployeeService.getEmployeeList
EmployeeService.getManagerApproverName
EmployeeService.updateEmployeeFields (required for attribute push)
EmployeeService.updateEmployeeClientInfo (required for attribute push)
LoginService.createPeoSession
PrismSecurityService.getEmployeeClientList

In the PrismHR Back Office menu, navigate to System|Change > System Parameters.

Click the Actions menu and select Web Service User.

Enter a User ID. If a PrismHR user account is associated with this web service user, make sure both user IDs are the same.

Enter a User Name. This can be the same as the user ID.

Enter a Password.

Enter any Contact Information for this user.

If you need to restrict access to certain clients, methods, or IP addresses, use the other fields on the form to configure this.

Click Save. Make a note of the web service user’s username, password, and PeoID.

Done. Next, move on to the connector configuration instructions.

Configure the PrismHR connector

To complete this task, you’ll need:

The Connector Administrator or Super Administrator role in C1
Access to the set of PrismHR credentials generated by following the instructions above

Cloud-hosted
Self-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

In C1, navigate to Apps > Connectors and click Add connector.

Search for PrismHR and click Add.

Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.

Set the connector’s Name and, optionally, a Description.

Click the pencil icon next to Owners to choose who can configure and manage this connector.

Click Add. The connector is created and its configuration page opens.

Find the Settings area of the page and click Edit.

Enter the Base URL of the PrismHR API (ends with /services/rest) in the PrismHR instance URL field.

Enter the PrismHR web service user’s credentials into the Username, Password, and PeoID fields.

Click Save.

The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

Done. Your PrismHR connector is now pulling access data into C1.

Follow these instructions to use the PrismHR connector, hosted and run in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

Official download center: For stable binaries (Windows/Linux/macOS) and container images.

Step 1: Set up a new PrismHR connector

In C1, navigate to Apps > Connectors and click Add connector.

Search for Baton and click Add.

Set the connector’s Name and, optionally, a Description.

Click the pencil icon next to Owners to choose who can configure and manage this connector.

Click Add. The connector is created and its configuration page opens.

In the Settings area of the page, click Edit.

Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your PrismHR connector deployment:

Secrets configuration

# baton-prismhr-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-prismhr-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>

  # PrismHR specific credentials
  BATON_INSTANCE_URL: <Base URL of the PrismHR API to connect to (ends with /services/rest)>
  BATON_USERNAME: <PrismHR web service user username>
  BATON_PASSWORD: <PrismHR web service user password>
  BATON_PEOID: <PrismHR web service user PeoID>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-prismhr.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-prismhr
  labels:
    app: baton-prismhr
spec:
  selector:
    matchLabels:
      app: baton-prismhr
  template:
    metadata:
      labels:
        app: baton-prismhr
        baton: true
        baton-app: prismhr
    spec:
      containers:
      - name: baton-prismhr
        image: public.ecr.aws/conductorone/baton-prismhr:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-prismhr
        envFrom:
        - secretRef:
            name: baton-prismhr-secrets

Step 3: Deploy the connector

Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the PrismHR connector to. PrismHR data should be found on the Entitlements and Accounts tabs.

Done. Your PrismHR connector is now pulling access data into C1.

Welcome

Manage connectors

Deploy connectors

Upload connector data

Configurable connectors

Pre-built connectors

Set up a PrismHR connector

Capabilities

Connector actions

Gather PrismHR credentials

Create a PrismHR web service user

Configure the PrismHR connector

Resources

Step 1: Set up a new PrismHR connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector

​Capabilities

​Connector actions

​Gather PrismHR credentials

​Create a PrismHR web service user

​Configure the PrismHR connector

​Resources

​Step 1: Set up a new PrismHR connector

​Step 2: Create Kubernetes configuration files

​Secrets configuration

​Deployment configuration

​Step 3: Deploy the connector

Capabilities

Connector actions

Gather PrismHR credentials

Create a PrismHR web service user

Configure the PrismHR connector

Resources

Step 1: Set up a new PrismHR connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector