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Active Roles 7.4.3 - 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
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

Specify naming attributes

Every object in Micro Focus NetIQ Directory has a naming attribute from which the object name is formed. When you create a connection to the directory, a default naming attribute is selected for each object type in that data system. You can use the Specify Naming Attributes item to view the naming attribute currently selected for each object type in Micro Focus NetIQ Directory and optionally specify a different naming attribute.

This expandable item provides following options:

  • Default naming attribute. Displays the default naming attribute set for the currently selected object type.
  • Add. Adds a new naming attribute for the selected object type.
  • Edit. Allows you to edit the name of the naming attribute currently specified for the selected object type.
  • Remove. Removes the currently selected entry from the list.

 

Working with Salesforce

This section describes how to create or modify a connection to Salesforce so that Synchronization Service could work with data in that data system.

To create a connection to Salesforce, you need to use Synchronization Service in conjunction with a special connector called Salesforce Connector. This connector is included in the Synchronization Service package.

The Salesforce Connector supports the following features:

 

Table 58:  Supported features

Feature

Supported

Bidirectional synchronization

Allows you to read and write data in the connected data system.

Yes

Delta processing mode

Allows you to process only the data that has changed in the connected data system since the last synchronization operation, thereby reducing the overall synchronization operation time.

No

Password synchronization

Allows you to synchronize user passwords from an Active Directory domain to the connected data system.

Yes

Secure Sockets Layer (SSL) data encryption

Uses SSL to encrypt data that is transmitted between Synchronization Service and connected data system.

Yes

In this section:

For instructions on how to rename a connection, delete a connection, modify synchronization scope for a connection, or specify password synchronization settings for a connection, see Synchronization Service Administration Guide

Creating a Salesforce connection

To create a new connection

  1. In the Synchronization Service Administration Console, open the Connections tab.

  2. Click Add connection, and then use the following options:

    • Connection name. Type a descriptive name for the connection.

    • Use the specified connector. Select Salesforce Connector.

  3. Click Next.

  4. Specify connection settings by using the following options:

    • Connect to Salesforce Sandbox. Select this check box if you want to connect to your Salesforce testing environment. If you want to connect to production environment, make sure this check box is cleared. For more information about Salesforce Sandbox, see the Salesforce documentation.

    • User name. Type the user name of the account with which you want to access Salesforce. The account must have the System Administrator profile in the target Salesforce system.

    • Password. Type the password of the account with which you want to access Salesforce.

    • Security token. Enter the security token provided to you by Salesforce. For more information on what a security token is and how to obtain it, see the Salesforce documentation.

    • Use a proxy server for your LAN. Select this check box if your LAN uses a proxy server, and then enter the proxy server address in the Proxy server box.

    • Use credentials for proxy. Select this check box if your proxy server requires authentication. Use the appropriate text boxes to specify the user name and password with which you want to authenticate.

    • Test Connection. Click this button to verify the specified connection settings.

  5. Click Finish to create a connection to Salesforce.

Modifying an existing Salesforce connection

To modify connection settings

  1. In the Synchronization Service Administration Console, open the Connections tab.

  2. Click Connection settings below the existing Salesforce connection you want to modify.

  3. On the Connection Settings tab, click the Specify connection settings item to expand it and use the following options:

    • Connect to Salesforce Sandbox. Select this check box if you want to connect to your Salesforce testing environment. If you want to connect to production environment, make sure this check box is cleared. For more information about Salesforce Sandbox, see the Salesforce documentation.

    • User name. Type the user name of the account with which you want to access Salesforce. The account must have the System Administrator profile in the target Salesforce system.

    • Password. Type the password of the account with which you want to access Salesforce.

    • Security token. Enter the security token provided to you by Salesforce. For more information on what a security token is and how to obtain it, see the Salesforce documentation.

    • Use a proxy server for your LAN. Select this check box if your LAN uses a proxy server, and then enter the proxy server address in the Proxy server box.

    • Use credentials for proxy. Select this check box if your proxy server requires authentication. Use the appropriate text boxes to specify the user name and password with which you want to authenticate.

    • Test Connection. Click this button to verify the specified connection settings.

  4. Click Save.

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