In step 3, when setting up your integration in the integration hub, you need to find out what should be included and excluded in your set-up. Dive into this article to find out what you should include and what you should exclude.
Include: Users included will be updated by the integration.
Exclude: Users excluded will not, and you can manage them manually.
For all the steps, please view this article: "Integration Hub: Integrate with Learningbank".
How to use Include & Exclude
The screenshots below show that the page is divided into 5 sections: User, Department, Job Profiles, Permissions, and Settings. In all but the settings menu, you can include or exclude specific users or groups. So, if you need to exclude/include:
Singular users: go to the User tab
Groups of people: go to the Departments or Job profiles tab
Rules for Users: go to the Permissions or settings tab
Now you are ready to add the users/groups/permissions/settings that you do not wish to have updated to the exclude list, as well as those you wish to add to the include list. If the user you wish to exclude exists in the platform, you click the dropdown, add the ones you need, and then click 'Apply'. After this, you click 'exclude', and they should be added to the list below. If the user/groups do not already exist in the platform, you write their Name/Email/ID to the field instead of finding them in the dropdown.
Please see the case in the blue box further down to learn the best practices for setting up your integration hub.
❗To ensure that your administrator can access everything in the platform, you've likely added them to the top department. To prevent the integration from overwriting this with the administrator's actual department from the integrated system, make sure to add your administrator to the exclude list!
Should you need to add or remove users/groups/permissions from the list, you can always modify this. Just remember to click save after every time you make changes.
Include
By creating certain include conditions, you define a set of users that should be included in the integration. Users who do not meet your included condition will not be imported.
If you only include one user, it's only this user who'll be integrated into Learningbank.
If you only include one department, it's only this department, which will be integrated into Learningbank.
If you only include one Job profile, it's only this Job profile, which will be integrated into Learningbank
If you only include one Permission Type, it's only this Type, which will be integrated into Learningbank
If you only include one setting, it's only this setting, which will be integrated into Learningbank
This can be used if the source system contains more users than you wish to import into Learningbank. For example, you can include only the users within a certain Department or Job profile.
💡 TIP: You can also use it to see which information the integration retrieves. By only including 1 user, you can set everything up, include one user, see the outcome, and import the rest afterwards.
Exclude
Excluding is a bit different; by excluding, you decide which users should not be affected by the integration. The same goes for departments, settings, permissions, and job profiles
So if you are in the platform administration department in the platform but is placed in the HR department in the source system, then he should not be moved to the HR Department.
🧠 Case - include & exclude
Let's say you have a group or a specific department that you wish to add to the platform and others that should not be added. To ensure that the right ones are added, you do the following:
Go to the Department tab in the integration
Add the Name of the department or security group in the field called Name or ID
Click 'Include'
To avoid getting your own admin user overwritten by the integration, you go to the User page, search for your user in the menu called 'User', mark it off and exclude it. Do the same steps for any user that you do not wish to be overwritten by the integration.