Cloud groups can be assigned directly or indirectly to a user account. Indirect assignment is carried out by allocating the employee and groups in hierarchical roles, such as departments, cost centers, locations, or business roles. If the employee has a cloud user account, cloud groups in the hierarchical roles are inherited by this user account.
To assign groups directly to user accounts
-
In the Manager, select the Cloud Target Systems | <target system> | User accounts category.
-
Select the user account in the result list.
-
Select the Assign groups task.
-
In the Add assignments pane, assign groups.
TIP: In the Remove assignments pane, you can remove the assignment of groups.
To remove an assignment
- Select the group and double-click
.
- Save the changes.
NOTE: The primary group of a user account is already assigned and is marked as Does not apply yet. Edit the user account's master data to change its primary group.
Related topics
Use this task to assign permissions controls directly to user accounts.
To assign permissions controls to a user account
- Select the Cloud Target Systems | <target system> | User accounts.
- Select the user account in the result list.
- Select Assign permissions controls.
-
In the Add assignments pane, assign permissions controls.
- OR -
In the Remove assignments pane, remove permissions controls.
- Save the changes.
Extended properties are meta objects, such as operating codes, cost codes, or cost accounting areas that cannot be mapped directly in One Identity Manager.
To specify extended properties for a user account
- Select the Cloud Target Systems | <target system> | User accounts category.
- Select the user account in the result list.
- Select the Assign extended properties task.
- In the Add assignments pane, assign extended properties.
- OR -
In the Remove assignments pane, remove extended properties.
- Save the changes.
For more detailed information about setting up extended properties, see the One Identity Manager Identity Management Base Module Administration Guide.
Table 32: Configuration parameters for synchronizing a cloud application
|
TargetSystem | CSM | PersonAutoDefault |
This configuration parameter specifies the mode for automatic employee assignment for user accounts added to the database outside synchronization. |
|
TargetSystem | CSM | PersonAutoDisabledAccounts |
This configuration parameter specifies whether employees are automatically assigned to disabled user accounts. User accounts do not obtain an account definition. |
|
TargetSystem | CSM | PersonAutoFullSync |
This configuration parameter specifies the mode for automatic employee assignment for user accounts added to or updated in the database through synchronization. |
|
TargetSystem | CSM | PersonExcludeList |
List of all user accounts for which automatic employee assignment should not take place. Names are listed in a pipe (|) delimited list that is handled as a regular search pattern. |
When you add a user account, an existing employee can be assigned automatically or added if necessary. In the process, the employee master data is created on the basis of existing user account master data. This mechanism can be triggered after a new user account is created either manually or through synchronization. Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee through the current mode, the user account is given, through an internal process, the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.
If you run this procedure during working hours, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the procedure again later, the changes only affect user accounts added or updated after this point in time. Existing employee assignments to user accounts remain intact.
NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use Change master data to assign employees to administrative user accounts for the respective user account.
Run the following tasks to assign employees automatically.
- If you want employees to be assigned during the synchronization of user accounts, in the Designer, set the "TargetSystem | CSM | PersonAutoFullsync" configuration parameter and select the required mode.
- If you want employees to be assigned outside synchronization, in the Designer, set the "TargetSystem | CSM | PersonAutoDefault" configuration parameter and select the required mode.
- Specify the user accounts in the "TargetSystem | CSM | PersonExcludeList" configuration parameter that must not be assigned automatically to employees.
Example:
ADMINISTRATOR
- Assign an account definition to the cloud target system. Ensure that the manage level to be used is entered as the default manage level.
- Define the search criteria for employees assigned to the cloud target system.
NOTE:
The following applies for synchronization:
- Automatic employee assignment takes effect if user accounts are added or updated.
The following applies outside synchronization:
- Automatic employee assignment takes effect if user accounts are added.
NOTE:
Following a synchronization, employees are automatically created for the user accounts in the default installation. If an account definition for the target system is not yet known at the time of synchronization, user accounts are linked with employees. However, account definitions are not assigned. The user accounts are therefore in a Linked state.
To manage the user accounts using account definitions, assign an account definition and a manage level to these user accounts.
To select user accounts through account definitions
- Create an account definition.
- Assign an account definition to the target system.
- Assign a user account in the Linked state to the account definition. The account definition's default manage level is applied to the user account.
- In the Manager, select the Cloud target systems | <Target system> | User accounts | Linked but not configured | <Target system> category.
- Select the Assign account definition to linked accounts task.
-
In the Account definition menu, select the account definition.
-
Select the user accounts that contain the account definition.
- Save the changes.
For more detailed information about assigning employees automatically, see the One Identity Manager Target System Base Module Administration Guide.
Related topics
