Extracting Proxy Information Via the XDL and API in SAP SuccessFactors Incentive Management

[philipholtom]

One of the useful features of #SAP SuccessFactors Incentive Management is the ability to proxy to other users. This allows you to see their dashboards and workflows. It is a great tool for admins when troubleshooting, or for those covering people on leave of absence.

However there is no easy way in the UI to list ALL the proxies in the system for audit or maintenance purposes. 

Below we provide two methods via which this can be achieved.

The first method makes use of the Express Data Loader. This allows us to create custom outbounds where we can extract data via a SQL query.

All of the proxy information is held in one table on the TCMP schema.

CSI_PROXYRELATION

 This table looks something like the below

This initially looks a bit impenetrable. However we can easily link it to something more meaningful.

The ProxyRelationSeq is uniqueID for each proxy relationship in this table

The Source and Proxy Userseqs relate back to the users via the table CSI_USER USERSEQ column. 

This table shows all of the portal users.

So we can tie the proxy relation table back to something more meaningful like a name.

So we can end up with a query like so

SELECT
PROXY.USERID AS PROXYTARGET ,
PROXY.FIRSTNAME || ' ' || PROXY.LASTNAME AS PROXYTARGETNAME,
SRC.USERID AS SOURCEUSER ,
SRC.FIRSTNAME || ' ' || SRC.LASTNAME AS SOURCEUSERNAME
FROM "TCMP"."CSI_PROXYRELATION" PXY
JOIN CSI_USER SRC
ON PXY.SOURCEUSERSEQ = SRC.USERSEQ
JOIN CSI_USER PROXY
ON PXY.PROXYUSERSEQ = PROXY.USERSEQ;

If we run this query we can then see that my user philip.holtom@opensymmetry.com can proxy to three source users

We can confirm this with the proxy tab in the UI. Again you can see the same three users.

So you can take this query and insert it into a stored procedure to create a custom Express Data loader outbound extract to extract all proxy information into a text file or table for reporting. (See the documentation here)

On Oracle you could create a custom ODI outbound for this. 

You can also easily include the effective start and data access end dates if needed.

This query should work on all Oracle and HANA systems. 

Anyone on GCP Incentive Management platform systems also has another option of using the API's to extract proxy information.

Each GCP environment should have a API link like so https://gxxx.app.commissions.cloud.sap/usersvc/apidoc/#/ 

(replace xxx with your ID)

Here you can see details of the Proxy Management API which you can explore

The call 

/usersvc/CallidusPortal/services/manageProxyService/getAllAsProxyOf

Will allow you to get all the same information as the above.

A simple Post with a request body like the example

{
"userId": "philip.holtom@opensymmetry.com",
"start": 0,
"range": 10
}

and it will return all the proxy relationships of your chosen user

There are also API's for creating and removing proxy users. Very useful for those of you automating the creation of any commissions users via APIs. 

Hopefully we can see ways with the above that will make life easier for reporting and automating the creation of proxy users.