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Active Roles 7.5 - Synchronization Service Administration Guide

Synchronization Service Overview Deploying Synchronization Service Getting started Connections to external data systems
External data systems supported out of the box
Working with Active Directory Working with an AD LDS (ADAM) instance Working with Skype for Business Server Working with Oracle Working with Exchange Server Working with Active Roles Working with One Identity Manager Working with a delimited text file Working with Microsoft SQL Server Working with Micro Focus NetIQ Directory Working with Salesforce Working with ServiceNow Working with Oracle Unified Directory Working with an LDAP directory service Working with IBM DB2 Working with IBM AS/400 Working with an OpenLDAP directory service Working with IBM RACF connector Working with MySQL database Working with an OLE DB-compliant relational database Working with SharePoint Working with Microsoft Office 365 Working with Microsoft Azure Active Directory Working with SCIM
Using connectors installed remotely Creating a connection Renaming a connection Deleting a connection Modifying synchronization scope for a connection Using connection handlers Specifying password synchronization settings for a connection
Synchronizing identity data Mapping objects Automated password synchronization Synchronization history Scenarios of use Appendix A: Developing PowerShell scripts for attribute synchronization rules Appendix B: Using a PowerShell script to transform passwords

Adding a creating step

To add a creating step

  1. In the Synchronization Service Administration Console, open the Sync Workflows tab.
  2. Click the name of the sync workflow in which you want to add a creating step.

    If necessary, create a new sync workflow. For more information, see Creating a sync workflow.

  1. Click Add synchronization step.
  2. Select Creation, and then click Next.
  3. Specify the source system by using these options:
    • Source connected system. Allows you to choose a source data system for the creation operation. Click Specify to select a data system connected earlier or add and select a new data system.
    • Source object type. Allows you to specify the object type you want to use as a source for the creation operation. Click Select to specify an object type.
    • Creation Criteria. Allows you to narrow the scope of source data system objects that participate in the creating step. Expand Creation Criteria to specify the containers that hold the source objects you want to participate in the step. You can also specify additional conditions to include objects into the scope.
  4. Click Next.
  5. Specify the creation target by using these options:
    • Target connected system. Allows you to choose a target data system for the creation operation. Click Specify to select a data system connected earlier or add and select a new data system.
    • Target object type. Allows you to specify the target data system object type to which you want to create objects from the source data system. Click Select to specify an object type.
    • Target container. Allows you to specify the target data system container in which you want to create objects. Click the down arrow on the button, and then select one of the following:
      • Browse. Click to locate and select a single target container.
      • PowerShell Script. Click to compose a PowerShell script that calculates the target container name.
      • Rule. Click to configure a set of rules for selecting target containers.
      • Use Mapping. Click to define a target container based on the mapping of the source object.
      • Clear. Click to use an empty value.
    • Rules to generate unique object name. Allows you to set up a list of rules to generate a unique name for each object being created. For more information, see Generating object names by using rules.
  6. Click Next.
  7. Specify rules to create objects into the target data system. You can use the following options:
    • Initial Attribute Population Rules. Expand this element to specify how you want to populate the attributes of created objects. For more information, see Modifying attribute values by using rules.
    • Initial Password. Expand this element to specify an initial password for each created object.
    • User Account Options. Expand this element to specify settings for the user accounts to be created.
  8. Click Finish to add the creating step.

You can modify the settings of an existing synchronization step. For more information, see Modifying a step.

Creating an updating step

To create an updating step

  1. In the Synchronization Service Administration Console, open the Sync Workflows tab.
  2. Click the name of the sync workflow in which you want to create an updating step.

    If necessary, create a new sync workflow. For more information, see Creating a sync workflow.

  1. Click Add synchronization step.
  2. Select Update, and then click Next.
  3. Specify the update operation source by using these options:
    • Source connected system. Allows you to choose a source data system for the update operation. Click Specify to select a data system connected earlier or add and select a new data system.
    • Source object type. Allows you to specify the data system object type you want to use as a source for the update operation. Click Select to specify an object type.
    • Updating Criteria. Allows you to narrow the scope of source data system objects that will participate in the updating step. Expand Updating Criteria to specify the containers that hold the source objects you want to participate in the step. You can also specify additional criteria for selecting source objects.
  4. Click Next.
  5. Specify an update target by using these options:
    • Target connected system. Allows you to choose a target connected system for the update operation. Click Specify to select a data system connected earlier or add and select a new data system.
    • Target object type. Allows you to specify what type of objects you want to update in the target data system. Click Select to specify an object type.
  6. Click Next.
  7. Specify rules to update objects in the target data system. You can use the following options:
    • Rules to Modify Object Attributes. Allows you to set up a list of rules to modify specific attributes of objects in the target data system. For more information, see Modifying attribute values by using rules.
    • Rules to Move Objects. Allows you to specify the location to which you want to move objects. Click the down arrow on the button, and then select one of the following:
      • Browse. Click to locate and select a single target container.
      • PowerShell Script. Click to compose a PowerShell script that calculates the target container name.
      • Rule. Click to configure a set of rules for selecting target containers.
      • Use Mapping. Click to define a target container based on the mapping of the source object.
      • Clear. Click to use an empty value.
  8. Click Finish to create the updating step.

You can modify the settings of an existing synchronization step. For more information, see Modifying a step.

Creating a deprovisioning step

To create a deprovisioning step

  1. In the Synchronization Service Administration Console, open the Sync Workflows tab.
  2. Click the name of the sync workflow in which you want to create a deprovisioning step.

    If necessary, create a new sync workflow. For more information, see Creating a sync workflow.

  1. Click Add synchronization step.
  2. Select Deprovision and then click Next.
  3. Specify a deprovisioning source and criteria by using the following options:
    • Source connected system. Allows you to choose a source data system for the deprovision operation. Click Specify to select a data system connected earlier or add and select a new data system.
    • Source object type. Allows you to specify the data system object type you want to use as a source for the deprovision operation. Click Select to specify an object type.
    • Deprovision target objects if. Allows you to specify criteria for deprovisioning objects in the target data system.
  4. Click Next.
  5. Specify a deprovisioning target by using the following options:
    • Target connected system. Allows you to choose a target data system for the deprovision operation. Click Specify to select a data system connected earlier or add and select a new data system.
    • Target object type. Allows you to specify what type of objects you want to deprovision in the target data system. Click Select to specify an object type.
  6. Click Next.
  7. Select a method to deprovision objects in the target data system. You can select Delete target objects to delete target objects or Modify target objects to modify target objects using the rules configured in the following options:
    • Rules to Modify Object Attributes. Expand this option to set up a list of rules to modify object attributes in the target data system. For more information, see Modifying attribute values by using rules.
    • Rules to Move Objects. Expand this option to specify the location to which you want to move objects. Click the down arrow on the button, and then select one of the following:
      • Browse. Click to locate and select a single target container.
      • PowerShell Script. Click to compose a PowerShell script that calculates the target container name.
      • Rule. Click to configure a set of rules for selecting target containers.
      • Use Mapping. Click to define a target container based on the mapping of the source object.
      • Clear. Click to use an empty value.
    • Rules to Rename Objects. Expand this option to set up a list of rules to rename objects.
  8. Click Finish to create the deprovisioning step.

You can modify the settings of an existing synchronization step. For more information, see Modifying a step.

Modifying a step

To modify an existing step

  1. In the Synchronization Service Administration Console, open the Sync Workflows tab.
  2. Click the name of the sync workflow in which you want to modify a step.
  3. Click the name of the step you want to modify.
  4. Use the following tabs to modify the step as necessary:

    For more information on these tabs, see the next subsections.

  1. When you are finished, click Save to apply your changes.
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