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Active Roles 8.1.5 - 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

Adding a creating step

You can create a synchronization connection between two object types of two connected data systems in a sync workflow with the Add synchronization step < Creation setting. Typically, you need to specify a creation step either when configuring a new sync workflow, or must configure a new synchronization connection between two new object types in an existing sync workflow.

To add a creating step

  1. In the Synchronization Service Console, open the Sync Workflows tab.

  2. Click the name of the sync workflow in which you want to add a creating step.

    If necessary, create a new sync workflow. For more information, see Creating a sync workflow.

  3. Click Add synchronization step.

  4. Select Creation, then click Next.

  5. Specify the source system by using these options:

    • Source connected system: Allows you to choose a source data system for the creation operation. Click Specify to select a data system connected earlier or add and select a new data system.

    • Source object type: Allows you to specify the object type you want to use as a source for the creation operation. Click Select to specify an object type.

    • Creation Criteria: Allows you to narrow the scope of source data system objects that participate in the creating step. To specify the containers that hold the source objects you want to participate in the step, expand Creation Criteria. You can also specify additional conditions to include objects into the scope.

  6. Click Next.

  7. Specify the creation target by using these options:

    • Target connected system: Allows you to choose a target data system for the creation operation. To select a data system connected earlier or add and select a new data system, click Specify.

    • Target object type: Allows you to specify the target data system object type to which you want to create objects from the source data system. To specify an object type, click Select.

    • Target container: Allows you to specify the target data system container in which you want to create objects. Click the down arrow on the button, and then select one of the following:

      • Browse: Click to locate and select a single target container.

      • PowerShell Script: Click to compose a PowerShell script that calculates the target container name.

      • Rule: Click to configure a set of rules for selecting target containers.

      • Use Mapping: Click to define a target container based on the mapping of the source object.

      • Clear: Click to use an empty value.

    • Rules to generate unique object name: Allows you to set up a list of rules to generate a unique name for each object being created. For more information, see Generating object names by using rules.

  8. Click Next.

  9. Specify rules to create objects into the target data system. You can use the following options:

    • Initial Attribute Population Rules: Expand this element to specify how you want to populate the attributes of created objects. For more information, see Modifying attribute values by using rules.

    • Initial Password: Expand this element to specify an initial password for each created object.

    • User Account Options: Expand this element to specify settings for the user accounts to be created.

  10. To add the creating step, click Finish.

You can modify the settings of an existing synchronization step. For more information, see Modifying an existing sync workflow step.

Creating an update step

You can update an existing synchronization step between two object types of two connected data systems in a sync workflow with the Add synchronization step < Update setting.

To create an updating step

  1. In the Synchronization Service Console, open the Sync Workflows tab.

  2. Click the name of the sync workflow in which you want to create an updating step.

    If necessary, create a new sync workflow. For more information, see Creating a sync workflow.

  3. Click Add synchronization step.

  4. Select Update, then click Next.

  5. Specify the update operation source by using these options:

    • Source connected system: Allows you to choose a source data system for the update operation. To select a data system connected earlier or add and select a new data system, click Specify.

    • Source object type: Allows you to specify the data system object type you want to use as a source for the update operation. To specify an object type, click Select.

    • Updating Criteria: Allows you to narrow the scope of source data system objects that will participate in the updating step. To specify the containers that hold the source objects you want to participate in the step, expand Updating Criteria. You can also specify additional criteria for selecting source objects.

  6. Click Next.

  7. Specify an update target by using these options:

    • Target connected system: Allows you to choose a target connected system for the update operation. To select a data system connected earlier or add and select a new data system, click Specify.

    • Target object type: Allows you to specify what type of objects you want to update in the target data system. To specify an object type, click Select.

  8. Click Next.

  9. Specify rules to update objects in the target data system. You can use the following options:

    • Rules to Modify Object Attributes: Allows you to set up a list of rules to modify object attributes in the target data system. For more information, see Modifying attribute values by using rules.

    • Rules to Move Objects: Expand this option to specify the location to which you want to move objects. Click the down arrow on the button, and then select one of the following:

      • Browse: Click to locate and select a single target container.

      • PowerShell Script: Click to compose a PowerShell script that calculates the target container name.

      • Rule: Click to configure a set of rules for selecting target containers.

      • Use Mapping: Click to define a target container based on the mapping of the source object.

      • Clear: Click to use an empty value.

    • Rules to Rename Objects: Allows you to view or change the list of rules used to rename target objects. For more information, see Generating object names by using rules.

  10. Click Finish to create the updating step.

You can modify the settings of an existing synchronization step. For more information, see Modifying an existing sync workflow step.

Creating a deprovisioning step

You can create a deprovisioning step between two object types of two connected data systems in a sync workflow with the Add synchronization step < Deprovision setting. Creating a deprovisioning step instead of a deletion step is typically recommended to allow you reprovisioning the affected data objects later.

To create a deprovisioning step

  1. In the Synchronization Service Console, open the Sync Workflows tab.

  2. Click the name of the sync workflow in which you want to create a deprovisioning step.

    If necessary, create a new sync workflow. For more information, see Creating a sync workflow.

  3. Click Add synchronization step.

  4. Select Deprovision, then click Next.

  5. Specify a deprovisioning source and criteria by using the following options:

    • Source connected system: Allows you to choose a source data system for the deprovision operation. To select a data system connected earlier or add and select a new data system, click Specify.

    • Source object type: Allows you to specify the data system object type you want to use as a source for the deprovision operation. To specify an object type, click Select.

    • Deprovision target objects if: Allows you to specify criteria for deprovisioning objects in the target data system.

  6. Click Next.

  7. Specify a deprovisioning target by using the following options:

    • Target connected system: Allows you to choose a target data system for the deprovision operation. To select a data system connected earlier or add and select a new data system, click Specify.

    • Target object type: Allows you to specify what type of objects you want to deprovision in the target data system. To specify an object type, click Select.

  8. Click Next.

  9. Select a method to deprovision objects in the target data system. You can select Delete target objects to delete target objects or Modify target objects to modify target objects using the rules configured in the following options:

    • Rules to Modify Object Attributes: Allows you to set up a list of rules to modify object attributes in the target data system. For more information, see Modifying attribute values by using rules.

    • Rules to Move Objects: Expand this option to specify the location to which you want to move objects. Click the down arrow on the button, and then select one of the following:

      • Browse: Click to locate and select a single target container.

      • PowerShell Script: Click to compose a PowerShell script that calculates the target container name.

      • Rule: Click to configure a set of rules for selecting target containers.

      • Use Mapping: Click to define a target container based on the mapping of the source object.

      • Clear: Click to use an empty value.

    • Rules to Rename Objects: Allows you to view or change the list of rules used to rename target objects. For more information, see Generating object names by using rules.

  10. Click Finish to create the deprovisioning step.

You can modify the settings of an existing synchronization step. For more information, see Modifying an existing sync workflow step.

Modifying an existing sync workflow step

You can modify the existing steps of sync workflows in the Synchronization Service Console, including their general options, source and target data system settings, or synchronization rules.

To modify an existing step

  1. In the Synchronization Service Console, open the Sync Workflows tab.

  2. Click the name of the sync workflow in which you want to modify a step.

  3. Click the name of the step you want to modify.

  4. Use the following tabs to modify the step as necessary:

    For more information on these tabs, see the next subsections.

  5. When you are finished, click Save to apply your changes.

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