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Identity Manager 9.1.3 - Administration Guide for Privileged Account Governance

About this guide Managing a Privileged Account Management system in One Identity Manager Synchronizing a Privileged Account Management system
Setting up the initial synchronization of a One Identity Safeguard Customizing the synchronization configuration for One Identity Safeguard Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Managing PAM user accounts and employees Managing assignments of PAM user groups Login information for PAM user accounts Mapping of PAM objects in One Identity Manager PAM access requests Handling of PAM objects in the Web Portal Basic data for managing a Privileged Account Management system Configuration parameters for managing a Privileged Account Management system Default project template for One Identity Safeguard Editing One Identity Safeguard system objects One Identity Safeguard connector settings Known issues about connecting One Identity Safeguard appliances

Creating an initial synchronization project for One Identity Safeguard

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:

  • Run in default mode

  • Started from the Launchpad

If you run the project wizard in expert mode or directly from the Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

NOTE: Just one synchronization project can be created per target system and default project template used.

To set up an initial synchronization project for One Identity Safeguard

  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 Privileged Account Management entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. 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.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. On the Connection parameters page, enter the following information:

    • Appliance hostname or IP: Enter the host name or IP address of the appliance. If you use a cluster of multiple One Identity Safeguard appliances, enter the primary appliance here.

      NOTE: This value must be adjusted if the primary appliance changes in the cluster. On the Description of the appliance page, if the Always connect to the primary cluster node option is set, the primary appliance is calculated automatically.

    • Trusted certificate thumbprint: Enter the thumbprint of the trusted certificate used by the synchronization user and by the user account of One Identity Manager Service.

    • Ignore SSL connection errors: You should only activate this option for test purposes, because this may lead to potential trusting of insecure connections.

    • Click Test connection data to test the connection. The system tries to establish a connection to the appliance.

  2. On the Description of the appliance page, enter the following information:

    • Appliance display name: Enter a name for displaying in One Identity Manager tools.

    • System identifier: Enter a unique identifier to identify the device.

      CAUTION: The system identifier must describe the appliance uniquely. Appliances are differentiated on the basis of the system identifier. If you use an identifier more than once for different appliances, it can cause errors and loss of data.

    • Always connect to the primary cluster node: This option is automatically set if a One Identity Safeguard cluster is identified when the connection is tested. If you use a cluster of multiple One Identity Safeguard appliances, this option should be enabled.

  3. You can save the connection data on the last page of the system connection wizard.

    • Set the Save connection locally 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.

  1. 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.

  2. 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.

  1. 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 5: 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.

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

    If the synchronization server is not declared as a Job server 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.

    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.

  1. 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

Configuring the synchronization log

All the information, tips, warnings, and errors that occur during synchronization are recorded in the synchronization log. You can configure the type of information to record separately for each system connection.

To configure the content of the synchronization log

  1. To configure the synchronization log for target system connection, select the Configuration > Target system category in the Synchronization Editor.

    - OR -

    To configure the synchronization log for the database connection, select the Configuration > One Identity Manager connection category in the Synchronization Editor.

  2. Select the General view and click Configure.

  3. Select the Synchronization log view and set Create synchronization log.

  4. Enable the data to be logged.

    NOTE: Some content generates a particularly large volume of log data. The synchronization log should only contain data required for error analysis and other analyzes.

  5. Click OK.

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

  • In the Designer, enable the DPR | Journal | LifeTime configuration parameter and enter the maximum retention period.

Related topics

Customizing the synchronization configuration for One Identity Safeguard

Having used the Synchronization Editor to set up a synchronization project for initial synchronization of a One Identity Safeguard appliance, you can use the synchronization project to load PAM objects into the One Identity Manager database. If you manage user accounts and their authorizations with One Identity Manager, changes are provisioned in the Privileged Account Management system.

NOTE: If you want to change the configuration of existing synchronization projects, check the possible effects of these changes on the data that has already been synchronized.

Adjust the synchronization configuration in order to compare the One Identity Safeguard appliance on a regular basis and to synchronize changes.

  • To use One Identity Manager as the primary system during synchronization, create a workflow with synchronization in the direction of the Target system.

  • To specify which PAM objects and database objects are included in synchronization, edit the scope of the target system connection and the One Identity Manager database connection. To prevent data inconsistencies, define the same scope in both systems. If no scope is defined, all objects will be synchronized.
  • You can use variables to create generally applicable synchronization configurations that contain the necessary information about the synchronization objects when synchronization starts. Variables can be implemented in base objects, schema classes, or processing method, for example.

  • Use variables to set up a synchronization project for the synchronization of multiple appliances. Save the connection parameters for logging on to the appliance as variables.
  • Update the schema in the synchronization project if the One Identity Manager schema or target system schema has changed. Then you can add the changes to the mapping.

  • To synchronize additional schema properties, update the schema in the synchronization project. Include the schema extensions in the mapping.

For more information about configuring synchronization, see the One Identity Manager Target System Synchronization Reference Guide.

Detailed information about this topic

Configuring synchronization to a One Identity Safeguard appliance

The synchronization project for initial synchronization provides a workflow for initial loading of target system objects (initial synchronization) and one for provisioning object modifications from the One Identity Manager database to the target system (provisioning). To use One Identity Manager as the primary system during synchronization, you also require a workflow with synchronization in the direction of the Target system.

To create a synchronization configuration for synchronizing to the appliance

  1. In the Synchronization Editor, open the synchronization project.

  2. Check whether the existing mappings can be used to synchronize into the target system. Create new maps if required.

  3. Create a new workflow with the workflow wizard.

    This creates a workflow with Target system as its direction of synchronization.

  4. Create a new start up configuration. Use the new workflow to do this.

  5. Save the changes.
  6. Run a consistency check.

Related topics
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