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Identity Manager 8.2.1 - Target System Synchronization Reference Guide

Target system synchronization with the Synchronization Editor Working with the Synchronization Editor Basics of target system synchronization Setting up synchronization
Starting the Synchronization Editor Creating a synchronization project Configuring synchronization
Setting up mappings Setting up synchronization workflows Connecting systems Editing the scope Using variables and variable sets Setting up start up configurations Setting up base objects
Overview of schema classes Customizing the synchronization configuration Checking the consistency of the synchronization configuration Activating the synchronization project Defining start up sequences
Running synchronization Synchronization analysis Setting up synchronization with default connectors Updating existing synchronization projects Script library for synchronization projects Additional information for experts Troubleshooting errors when connecting target systems Configuration parameters for target system synchronization Configuration file examples

Managing project templates

The Synchronization EditorClosed provides an overview of all available project templatesClosed. Here you can edit display names and descriptions of customClosed project templates and delete project templates you no longer need.

To display a list of project templates

  1. Select the Database > Manage templates... menu item.

    This menu item is only displayed in export mode.

    This opens the dialog window Manage templates....

  2. To hide custom project templates, disable in the dialog box toolbar.

  3. To hide default project templates, disable in the dialog box toolbar.

Table 82: Project template properties

Property

Description

Project template

Name of the project template.

Target systemClosed

Type of target system, which applies to the project template.

Supported versions

Version of the target system that are supported by this project template. If no value is displayed, the project template supports every version that can be connected with the target system connector. For detailed information, see the administration manuals for connection to the respective target system.

Description

Description of the project template.

Last change

Date of the last change to the project template.

To edit a custom project template

  1. Enable in the dialog box toolbar.

  2. Select the project template.

  3. Edit the display name or description in the Properties pane.

  4. Click Save and close.

  5. Confirm the security prompt with Yes.

To delete a custom project template

  1. Enable in the dialog box toolbar.

  2. Select the project template.

  3. Click in the dialog box toolbar.

  4. Confirm the security prompt with Yes.
  5. Click Save and close.

  6. Confirm the security prompt with Yes.

Include custom tables in the synchronization

CustomClosed schema extensions can be included in the synchronizationClosed configuration. Custom columns are automatically assigned to additional schema properties which can be included in the mapping. The following settings must be made in order to include custom tables that were created using the default project templatesClosed in synchronization projectsClosed.

To prepare a custom table for synchronization

  1. In the Manager, assign a target system type to the custom table.

    • Specify whether outstanding objects can be published in post-processing.

  2. In the Synchronization EditorClosed, select a synchronization project and create a schema class for the custom table in the One Identity Manager schema.

  3. In the Synchronization Editor, define the mapping and synchronization stepsClosed for the schema class.

For detailed information about target system types and post-processing outstanding object, see the target system connection guides.

Integrate a custom table into provisioning processes

  • In the DesignerClosed, define the provisioning operations.

    Use the settings from other operations for the same target system and modify the following properties:

    • Synchronization workflowClosed: Select the provisioning workflowClosed.

    • Table: Select the custom table.

To publish outstanding objects in a custom table

  1. Create a process that performs provisioning of objects for:

    • Simple tables
    • Assignment tablesClosed that contain additional information, such as a valid-from date

    Use the AdHocProjection process taskClosed of the ProjectorComponent process componentClosed.

    For detailed information about defining processes, see the One Identity Manager Configuration Guide.

  2. Create the HandleOutstanding event for this process.

For memberships mapped to simple assignment tables, the Dependencies modified on (XDateSubItem column) is changed on the base table of the mapping when publishing. This triggers the default update process that is set up for this base table. For more information, see Changing a membership label.

Configuring single object synchronization for a custom table

  1. In the Designer, define the operations for single object synchronization.

    Use the settings from other operations for the same target system and modify the following properties:

    • Name: Read

    • Synchronization workflow: Select the synchronization workflow.

    • Table: Select the custom table.

  2. In the Designer, assign the custom table to customizer DPR.CustomizerClosed.ProjectorReadEntityLogic.

  3. Create a process in the Designer for the custom table.

    Use the settings from another read process for the same target system and modify the following properties.

    • Replace all references to the original table with a reference to the custom table.

    Process properties:

    • Table: Select the custom table.

    • Event: Read

    • Pre-script for generating: Pass the defined single object operation as a parameter to script DPR_GetAdHocData.

    Process step properties:

    • Process task: ProjectorComponent - UpdateProjection

    • Process information term: Replace the display name of the object with the display name of the custom table.

    For detailed information about setting up processes, see the One Identity Manager Configuration Guide.

  4. Record the path to the base object of synchronization for the custom table in the Manager.

    For detailed information about this, please consult the manuals for connecting target systems.

Detailed information about this topic
Related topics

Validating scripts

You can apply scripts at various points in the synchronization projectClosed; for example, when defining the schema properties, in the object filter, or when you define data operations for system connections through the generic database connectorClosed. You can enter scripts in C# or Visual Basic .NET depending on script's language, which was specified for the synchronization project.

You can use the available compiling and debugging functions to troubleshoot script.

Table 83: Edit box buttons
Button Description
Opens advanced edit mode.
Compile Checks the script's syntax.

Script was compiled without errors.

Script contains syntax errors.

Debug Export the current script to a Visual Studio project.

This button is available only in the Edit SchemaClosed Properties dialog and in the system connection wizard for the generic database connector.

Compile

To verify the script's syntax

  1. Open the script in the Synchronization EditorClosed.
  2. Click Compile.

Compiler errors are shown immediately and written to in the Synchronization Editor's error log.

Debug

The script is exported to a Visual Studio project for debugging. Once the project is run, the Synchronization Editor starts in debug mode and the script is tested.

Prerequisites
  • Visual Studio is installed on the workstation on which the Synchronization Editor is running.
  • All changes to the synchronization project are saved.
  • The debugger can be used in scripts that are used in:
    • Schema properties
    • Script variablesClosed
    • Data operations for system connections using the generic database connector

To debug a script

  1. Open the script in the Synchronization Editor.
  2. Click Debug.
  3. Confirm the prompt with OK.
  4. Start debugging in the Visual Studio project.
  5. If necessary, correct the script in the Synchronization Editor's default mode.
  6. Save the changes.
Related topics

Starting synchronization

You can also start synchronizationClosed manually by either running it on your workstation or from the synchronization serverClosed. If you run synchronization from your workstation, you cannot work with the Synchronization EditorClosed until synchronization is complete. To be able to continue working with the Synchronization Editor during synchronization, run synchronization from the synchronization server.

To start synchronization manually

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

  2. Select the Configuration > Start up configurations category.

  3. Select a start up configuration in the document view and click Run.

  4. Confirm the security prompt with Yes.
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