To set up initial synchronization project for Microsoft Exchange

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 Microsoft Exchange entry and click Start.

   This starts the Synchronization Editor's project wizard.

3. Select the connector on the Select target system page.

   • To synchronize a Microsoft Exchange 2013 environment, select the Microsoft Exchange 2013 connector.

   • To synchronize a Microsoft Exchange 2016 environment, select the Microsoft Exchange 2016 connector.

   • To synchronize a Microsoft Exchange 2019 environment, select the Microsoft Exchange 2019 connector.

4. On the wizard's start page, click Next.

5. 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.

     Select the Connect using remote connection server and enter the remote connection properties.

     Remote connection properties

     • Access parameters

       • Server: Full server name or IP address of the server.

         To select an existing Job server as the remote connection server, click and select the server from the menu. This displays all the Job servers that have the One Identity Manager Service installed server function selected.

       • Port: Port that is configured for the RemoteConnectPlugin.

     • Authentication

       If SecretAuthentication is configured for the RemoteConnectPlugin:

       • Secret: Secret used by the Synchronization Editor to authenticate on the RemoteConnectPlugin.

       If ADGroupAuthentication is configured for the RemoteConnectPlugin, no data is required.

     • Options

       • Request timeout: Maximum time allowed for a server query in seconds. If the time is exceeded, the request is canceled.

       • Accept self-signed certificates: Specifies whether self-signed certificates can be accepted.

6. Enter the information about the Microsoft Exchange server on the Select Microsoft Exchange server page to which the synchronization server connects to access Microsoft Exchange objects.

   1. Under Server, enter the fully qualified name (FQDN) of the Microsoft Exchange server. To check the data, click DNS query.

      NOTE: If you only know the IP address of the server, enter the IP address in the Server field and click DNS query. The server's fully qualified name is found and entered.

   2. Under Max. concurrent connections, enter the number of connections that can be used at the same time.

      A maximum 4 simultaneous connection are recommended. Synchronization tries to use this many connections. The number may not always be reached depending on the load. Warnings are given respectively.

      A default timeout is defined for connecting. The timeout is 5 minutes long for the first connection and 30 seconds for all following connections. The connections are closed if the connection is idle for the duration.

   3. To use the Basic authentication method, enable Basic authentication (requires SSL).

      NOTE: Microsoft Exchange does not support this authentication type by default. You must configure support for this method in Microsoft Exchange. In addition, an SSL connection is used to authenticate using the Basic method. By default, authentication uses Kerberos.

7. Enter login data on the Enter connection credentials page to connect to Microsoft Exchange.

   • To use a defined user account, select the Use following account option and enter the following data:

     • User name (user@domain): Enter the fully qualified name (FQDN) of the use account for logging in.

       Example:

       user@domain.com

       domain.com\user

     • Password: Password for the user account.

   • Select the Use account of One Identity Manager Service service option if the user account to use is that of the current user. The user account running under the One Identity Manager Service requires the permissions described in Users and permissions for synchronizing with Microsoft Exchange.

     NOTE: If this setting is used, the current user account is also used in the Synchronization Editor during configuration. This user account may be different to the One Identity Manager Service's user account

     In this case, it is recommended you use the RemoteConnectPlugin. This ensures that the same user account is used during configuration with the Synchronization Editor as is used in the service context.

8. On the Recipient scope page, specify whether the recipient of any domain or complete Microsoft Exchange organization should be taken into account.

   • To synchronize the recipients of the Microsoft Exchange organization, select the Entire organization option (recommended). As a prerequisite, the trusted domains of the Active Directory domains must be declared in One Identity Manager.

   • Select the Only recipients of the following domain option to synchronize recipients with specific domains and select a domain. The target system domain is listed as a minimum.

9. On the last page of the system connection wizard, you can save the connection data.

   • Set the Save connection data on local computer option to save the connection data. This can be reused when you set up other synchronization projects.

   • Click Finish, to end the system connection wizard and return to the project wizard.

10. 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.

11. 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.

12. 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 6: 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.

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

    If the synchronization server is not declared as a Job server for this target system 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.

       TIP: You can also implement an existing Job server as the synchronization server for this target system.

       • To select a Job server, click .

       This automatically assigns the server function matching this Job server.

    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.

14. 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

• Recommendations for synchronizing Microsoft Exchange environments
• Information required to set up a synchronization project
• Users and permissions for synchronizing with Microsoft Exchange
• Setting up the Microsoft Exchange synchronization server
• Testing Active Directory domain trusts
• Configuring the synchronization log
• Customizing the synchronization configuration
• Tasks following synchronization
• Default project template for Microsoft Exchange 2013, Microsoft Exchange 2016, and Microsoft Exchange 2019
• Microsoft Exchange connector settings