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Active Roles 8.2.1 - Synchronization Service Administration Guide

Synchronization Service overview Deploying Synchronization Service Deploying Synchronization Service for use with AWS Managed Microsoft AD Getting started Connections to external data systems
External data systems supported with built-in connectors
Working with Active Directory Working with an AD LDS (ADAM) instance Working with Skype for Business Server Working with Oracle Database Working with Oracle Database user accounts 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 an OpenLDAP directory service Working with IBM DB2 Working with IBM AS/400 Working with IBM RACF Working with MySQL database Working with an OLE DB-compliant relational database Working with SharePoint Working with Microsoft 365 Working with Microsoft Azure Active Directory Configuring data synchronization with the SCIM Connector Configuring data synchronization with the Generic SCIM Connector
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 Developing PowerShell scripts for attribute synchronization rules Using PowerShell script to transform passwords

Specifying naming attributes for a Micro Focus NetIQ Directory connection

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, use the Salesforce Connector of Active Roles Synchronization Service.

The Salesforce Connector supports the following features:

Table 42: Salesforce Connector – Supported features

Feature

Supported

Bidirectional synchronization

Specifies whether you can both read and write data in the connected data system.

Yes

Delta processing mode

Specifies whether the connection can process only the data that has changed in the connected data system since the last synchronization operation. This reduces the overall synchronization duration.

No

Password synchronization

Specifies whether you can synchronize user passwords from an Active Directory (AD) domain to the connected data system.

Yes

Secure Sockets Layer (SSL) data encryption

Specifies whether the connector can use SSL to encrypt data transmitted between Active Roles Synchronization Service and the connected data system.

Yes

Creating a Salesforce connection

You can create a new Salesforce connection in the Synchronization Service Console.

To create a new Salesforce connection

  1. In the Synchronization Service Console, open the Connections tab.
  2. Click Add connection, 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. On the Specify connection settings page, 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.

    • To test the connection with the new parameters, click Test connection.

  5. To complete the configuration of the Salesforce connection, click Finish.

Modifying an existing Salesforce connection

You can modify an existing Salesforce connection in the Synchronization Service Console.

To modify connection settings

  1. In the Synchronization Service 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 Specify connection settings 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.

    • To test the connection with the new parameters, click Test connection.

  4. Click Save.

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