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Identity Manager 8.1.4 - Target System Synchronization Reference Guide

Table of Contents

Target system synchronization with the Synchronization Editor

Architecture Synchronization and provisioning

Working with the Synchronization Editor

Synchronization Editor views Status bar information Menu items Customizing the program settings Wizard for entering filters Support for scripting Save changes permanently Establish remote connection Working with an encrypted database Changing a synchronization user's password

Basics of target system synchronization

Synchronization Editor communications How are schemas mapped What are filters? What is a scope? How does revision filtering work? How does dependency resolution work? Unresolvable references Direction of synchronization and mapping Mapping against the direction of synchronization Detecting rogue modifications Synchronizing user data with different systems Deleting objects in One Identity Manager How to remove unnecessary project data Updating schemas Synchronizing and provisioning memberships

Changing a membership label Single membership provisioning

Performance and memory optimization Improving loading performance

Setting up synchronization

Starting the Synchronization Editor Creating a synchronization project

How to create a synchronization project How to edit a synchronization project How to delete a synchronization project General properties of a synchronization project Specifying the script language in synchronization projects Templates for creating synchronization projects Restricting system access

Configuring synchronization

Setting up mappings

Mapping editor How to create a mapping How to edit a mapping How to delete a mapping Properties of a mapping Schema class properties

Use cases for class types

Edit schema properties

How to add virtual schema properties How to display and edit schema properties How to delete virtual schema properties

Editing property mapping rules

How to create property mapping rules How to edit property mapping rules How to delete property mapping rules Property mapping rule details

Editing object matching rules

How to create object matching rules How to edit object matching rules How to delete object matching rules Object matching rule details Testing object matching rules

Setting up synchronization workflows

Toolbars in the workflow editor How to create a workflow How to edit a workflow How to copy a workflow How to delete a workflow Creating workflows with the workflow wizard Properties of a workflow Editing synchronization steps

How to create synchronization steps How to edit synchronization steps How to delete synchronization steps General properties of a synchronization step Specifying processing methods

Specifying additional processing methods Editing subsets Specifying custom processing methods

Specifying quotas Rule filters Extended synchronization step properties

Show execution plan

Connecting systems

How to edit system connection properties System connection properties Configuring the synchronization log

Editing the scope

How to edit a scope How to delete a scope Scope properties Creating hierarchy filters

Using variables and variable sets

How to create variables How to edit variables How to delete variables How to create specialized variable sets How to delete specialized variable sets Variable properties Using scripts in variables

Setting up start up configurations

How to create start up configurations How to edit start up configurations How to delete start up configurations Start up configuration properties Grouping Maintenance modes Specifying a schedule

How to set up schedules Properties of a schedule

Setting up base objects

How to create base objects How to edit base objects How to delete base objects Properties of base objects

Overview of schema classes

How to add schema classes How to edit schema classes How to delete schema classes

Customizing the synchronization configuration Checking the consistency of the synchronization configuration Activating the synchronization project Defining start up sequences

Creating start up sequences Editing start up sequences Deleting start up sequences Start up sequence properties

Running synchronization

Simulating synchronization Starting synchronization manually Executing start up sequences Monitoring start up sequences Handling unexpected termination of synchronization Resetting revisions

Synchronization analysis

Toolbars in the log view How to display synchronization logs Target system synchronization

Deleting memberships

Help for the analysis of synchronization issues

Setting up synchronization with default connectors Updating existing synchronization projects

Applying patches Automatic patches

Script library for synchronization projects

Views in the script library Adding scripts to script libraries Editing scripts in the script library Using scripts across projects

Additional information for experts

Additional properties of a mapping Extended properties for start up configuration Using the local cache Schema browser Schema editor Using custom project templates

Creating project templates Creating synchronization projects from a custom project template Managing project templates

Include custom tables in the synchronization Validating scripts Starting synchronization Defining downstream processes Processing synchronization steps Exporting a synchronization configuration Operations for provisioning and single object synchronization Load balancing during provisioning and single object synchronization Automatically create and update synchronization projects

Customizing the configuration file

Parameter definitions Global definitions Defining the editor for new synchronization projects Defining the editor for existing synchronization projects

Synchronization Editor Command Line Interface Synchronization Editor Module for Windows PowerShell

Maintaining the data store Troubleshooting

Error log

Resolving errors when connecting target systems

Incorrect mapping of object hierarchy after synchronization

Configuration parameters for target system synchronization Configuration file examples

Configuration file for creating new synchronization projects Configuration file for updating existing synchronization projects

Setting up synchronization workflows

The synchronization Closed sequence is controlled by a workflow. Use workflows to combine the synchronization steps Closed to be executed. The number of synchronization projects Closed can be limited by using revision filters and quotas. You can set up different workflows within a synchronization project which map different purposes of the synchronization.

Define workflows:

Direction of synchronization
Number and order of synchronization steps
Objects to compare (revision filter)

Default workflows for target system synchronization Closed are added if the synchronization project was created with a default project template Closed . You can edit these workflows with the workflow editor and set up new workflows. If the synchronization project was created without a project template, no workflows are set up.

Toolbars in the workflow editor

Both workflow and navigation views have their own toolbars.

Table 46: Meaning of icons in the navigation view
Icon	Meaning
	Create a new workflow with the workflow wizard.
	Create a new workflow.
	Edit a workflow.
	Delete a workflow.
	Copy selected workflow.

Table 47: Meaning of icons in the workflow view
Icon	Meaning
	Adds new step.
	Shows execution plan.
	Opens detail view of all synchronization steps.
	Closes detail view of all synchronization steps.
	Enable or disable synchronization steps.

How to create a workflow

To create a workflow

Select the Workflows category.
Click in the navigation view.
Enter a name and description for the workflow.
Click OK.
Default values are saved for the other workflow properties. To modify these values, edit the workflow properties.

To create a workflow with the workflow wizard

Select the Workflows category.
Click in the navigation view.
Follow the workflow wizard instructions.

How to edit a workflow

To edit workflow properties

Select the Workflows.
Select a workflow in the navigation view.
Select the General view in the Workflow Editor and click Edit category.
Edit the workflow properties.
Click OK.

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