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Identity Manager 9.1.1 - Administration Guide for Connecting Unix-Based Target Systems

Managing Unix-based systems Synchronizing Unix-based target systems Managing Unix user accounts and employees Managing memberships in Unix groups Login information for Unix user accounts Mapping of Unix objects in One Identity Manager Handling of Unix objects in the Web Portal Basic data for Unix-based target systems Configuration parameters for managing Unix-based target systems Default project template for Unix-based target systems Unix connector settings

Information required for setting up a synchronization project

Have the following information available for setting up a synchronization project.

Table 4: Information required to set up a synchronization project
Data Explanation

Server name or IP address of the host

Full name or IP address of the host for connecting to the synchronization server to provide access to Unix objects.

Host communications port

Communications port for establishing a Secure Shell (SSH) connection to the host. The default port is TCP port 22.

Authentication

The login data required depends on which authentication method you select.

  • Authentication method Password: User account and password to log in to the host. This user account is used to access the host by SSH. The user account requires permissions for establishing an SSH connection.

  • Authentication method Private key: File with the private key and the passphrase.

Method, user name and password for escalating permissions

Running commands requires an administrative context. Make a user account available with sufficient permissions. This user account is used to perform write operations on the Unix objects.

Available methods are:

  • Default: The user who logs in to the host already has administrative permissions.

  • Sudo: The user logged in on the host can run administrative tasks with another user's permissions, such as root. The configuration for this is done in the sudoer file on the host.

  • su: This method uses the su command to change the context. Another user with administrative permissions is required.

Synchronization server of the Unix-based target system

All One Identity Manager Service actions are run against the target system environment on the synchronization server. Data entries required for synchronization and administration with the One Identity Manager database are processed by the synchronization server.

The One Identity Manager Service must be installed on the synchronization server with the Unix connector.

The synchronization server must be declared as a Job server in One Identity Manager. Use the following properties when you set up the Job server.

  • Server function: Unix connector or AIX connector

  • Machine role: Server | Job Server | Unix

One Identity Manager database connection data

  • Database server

  • Database name

  • SQL Server login and password

  • Specifies whether integrated Windows authentication is used

    Use of the integrated Windows authentication is not recommended. If you decide to use it anyway, ensure that your environment supports Windows authentication.

Remote connection server

To configure synchronization with a target system, One Identity Manager must load the data from the target system. One Identity Manager communicates directly with the target system to do this. Sometimes direct access from the workstation, on which the Synchronization Editor is installed, is not possible. For example, because of the firewall configuration or the workstation does not fulfill the necessary hardware and software requirements. If direct access is not possible from the workstation, you can set up a remote connection.

The remote connection server and the workstation must be in the same Active Directory domain.

Remote connection server configuration:

  • One Identity Manager Service is started

  • RemoteConnectPlugin is installed

  • Unix connector or AIX connector is installed

The remote connection server must be declared as a Job server in One Identity Manager. The Job server name is required.

TIP: The remote connection server requires the same configuration as the synchronization server (with regard to the installed software and entitlements). Use the synchronization as remote connection server at the same time by installing the RemoteConnectPlugin as well.

For more detailed information about setting up a remote connection, see the One Identity Manager Target System Synchronization Reference Guide.

Related topics

Creating an initial synchronization project for a Unix host

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:

  • Run in default mode

  • Started from the Launchpad

If you run the project wizard in expert mode or directly from the Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

NOTE: Just one synchronization project can be created per target system and default project template used.

To set up an initial synchronization project for a Unix-based target system

  1. Start the Launchpad and log in on the One Identity Manager database.

    NOTE: If synchronization is run by an application server, connect the database through the application server.

  2. Select the Target system type Unix entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. On the System access page, specify how One Identity Manager can access the target system.

    • If access is possible from the workstation on which you started the Synchronization Editor, do not change any settings.

    • If access is not possible from the workstation on which you started the Synchronization Editor, you can set up a remote connection.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. On the General connection settings page, enter the connection data for the Unix host.

    1. In the Server or IP field, enter the server name or the IP address of the host.

    2. In the Port field, enter the communications port for establishing the SSH connection. The default communications port is the TCP port 22.

    3. Select the authentication method. Depending on the method you choose, enter the other information for authentication.

      • For the Password authentication method, enter the user account and password for SSH login to the host.

      • For the Private key authentication method, you need the private key and the passphrase.

    4. Click Test to test the connection. The system tries to establish a connection to the host.

  2. In the Verify connection pane, click Test to test the connection to the host.

  3. On Change to administrative context page, select the method to use for obtaining administrative permissions.

    • If the user already possesses administrative permissions, select the Default method.

    • If the current user logged in on the host can run administrative tasks as an administrative user, select the Sudo method. In the User name field, enter an alternative user, such as root.

    • If administrative tasks should be run using a different user, select the su method. In the User and Password fields, enter the login data of the other user. The default user is root.

  1. On the One Identity Manager Connection tab, test the data for connecting to the One Identity Manager database. The data is loaded from the connected database. Reenter the password.

    NOTE:

    • If you use an unencrypted One Identity Manager database and have not yet saved any synchronization projects to the database, you need to enter all connection data again.

    • This page is not shown if a synchronization project already exists.

  2. The wizard loads the target system schema. This may take a few minutes depending on the type of target system access and the size of the target system.

  1. On the Restrict target system access page, specify how system access should work. You have the following options: Read-only access to target system.
    Table 5: Specify target system access
    Option Meaning

    Specifies that a synchronization workflow is only to be set up for the initial loading of the target system into the One Identity Manager database.

    The synchronization workflow has the following characteristics:

    • Synchronization is in the direction of One Identity Manager.

    • Processing methods in the synchronization steps are only defined for synchronization in the direction of One Identity Manager.

    Read/write access to target system. Provisioning available.

    Specifies whether a provisioning workflow is set up in addition to the synchronization workflow for the initial loading of the target system.

    The provisioning workflow displays the following characteristics:

    • Synchronization is in the direction of the Target system.

    • Processing methods are only defined in the synchronization steps for synchronization in the direction of the Target system.

    • Synchronization steps are only created for such schema classes whose schema types have write access.

  1. On the Synchronization server page, select the synchronization server to run the synchronization.

    If the synchronization server is not declared as a Job server in the One Identity Manager database yet, you can add a new Job server.

    1. Click to add a new Job server.

    2. Enter a name for the Job server and the full server name conforming to DNS syntax.

    3. Click OK.

      The synchronization server is declared as Job server for the target system in the One Identity Manager database.

    4. NOTE: After you save the synchronization project, ensure that this server is set up as a synchronization server.

  1. To close the project wizard, click Finish.

    This creates and allocates a default schedule for regular synchronization. Enable the schedule for regular synchronization.

    This sets up, saves and immediately activates the synchronization project.

    NOTE:

    • If enabled, a consistency check is carried out. If errors occur, a message appears. You can decide whether the synchronization project can remain activated or not.

      Check the errors before you use the synchronization project. To do this, in the General view on the Synchronization Editor‘s start page, click Verify project.

    • If you do not want the synchronization project to be activated immediately, disable the Activate and save the new synchronization project automatically option. In this case, save the synchronization project manually before closing the Synchronization Editor.

    • The connection data for the target system is saved in a variable set and can be modified in the Synchronization Editor in the Configuration > Variables category.

Related topics

Configuring the synchronization log

All the information, tips, warnings, and errors that occur during synchronization are recorded in the synchronization log. You can configure the type of information to record separately for each system connection.

To configure the content of the synchronization log

  1. To configure the synchronization log for target system connection, select the Configuration > Target system category in the Synchronization Editor.

    - OR -

    To configure the synchronization log for the database connection, select the Configuration > One Identity Manager connection category in the Synchronization Editor.

  2. Select the General view and click Configure.

  3. Select the Synchronization log view and set Create synchronization log.

  4. Enable the data to be logged.

    NOTE: Some content generates a particularly large volume of log data. The synchronization log should only contain data required for error analysis and other analyzes.

  5. Click OK.

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

  • In the Designer, enable the DPR | Journal | LifeTime configuration parameter and enter the maximum retention period.

Related topics

Customizing the synchronization configuration

Having used the Synchronization Editor to set up a synchronization project for initial synchronization of a Unix host, you can use the synchronization project to load Unix objects into the One Identity Manager database. If you manage user accounts and their authorizations with One Identity Manager, changes are provisioned in the Unix-based target system.

You must customize the synchronization configuration in order to compare the database with the Unix-based target system regularly and to synchronize changes.

  • To use One Identity Manager as the primary system during synchronization, create a workflow with synchronization in the direction of the Target system.

  • You can use variables to create generally applicable synchronization configurations that contain the necessary information about the synchronization objects when synchronization starts. Variables can be implemented in base objects, schema classes, or processing method, for example.

  • Use variables to set up a synchronization project for synchronizing different hosts. Store a connection parameter as a variable for logging onto the hosts.

  • To specify which Unix objects and database objects are included in synchronization, edit the scope of the target system connection and the One Identity Manager database connection. To prevent data inconsistencies, define the same scope in both systems. If no scope is defined, all objects will be synchronized.

  • Update the schema in the synchronization project if the One Identity Manager schema or target system schema has changed. Then you can add the changes to the mapping.

  • To synchronize additional schema properties, update the schema in the synchronization project. Include the schema extensions in the mapping.

For more information about configuring synchronization, see the One Identity Manager Target System Synchronization Reference Guide.

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