General Options
The general options allow you to rename the step, specify a method for processing data in the source and target connected systems, and specify conditions to stop data processing.
This tab has the following elements:
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Step name: Allows you to rename the step.
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Specify how to process data in connected systems: Allows you to select how to process data during synchronization. The available methods are the following:
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Process all data: Each run of the step will process all data in the configured synchronization scope.
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Process delta from last run: Each run of the step will process only the data that has changed in the configured synchronization scope since the last run.
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Stop data processing if: Allows you to specify conditions that will stop data processing in the source and target data systems when met.
Source
The Source setting allows you to view information about the source connected system and source object type specified for the synchronization step. You can also view or modify the criteria used to perform the creation, deprovision, or update operation in the step.
For all types of synchronization steps (creating, deprovisioning, and updating), this tab provides the following options:
The Source tab also provides the following options depending on the type of step you select:
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For deprovisioning steps, the Deprovision target objects if option. This option allows you to modify the criteria used for triggering the deprovision operation in the target data system.
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For creation steps,the Creation Criteria option. This option allows you to modify the scope of source data system objects that participate in the creation step. To modify the list of containers that hold the source objects you want to participate in the step, expand Creation Criteria. Also, you can specify additional criteria for selecting source objects.
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For update steps, the Updating Criteria option. This option allows you to modify the scope of the source data system objects that 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.
Target
The Target setting allows you to view information about the target connected system and target object type specified for the synchronization step. For creating steps, you can use this tab to view and modify the target container to which objects are created and rules to generate unique names for created objects.
For all types of synchronization steps (creating, deprovisioning, and updating) this tab provides the following elements:
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Target connected system: Displays the name of the data system that is currently used as a target for the synchronization step.
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Target object type: Displays the object type that is currently used as a target for the synchronization step.
For creating steps related to certain types of target data systems, this tab may also provide any of the following additional elements:
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Target container: Allows you to specify the target data system container in which you want to create objects from the source data system. For more information, see Generating object names by using rules.
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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.
Creation Rules
Creation rules allow you to view or modify the rules used for creating objects. This tab has the following elements:
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Initial Attribute Population Rules: Expand this element to view or modify the rules for populating the attributes of objects being created.
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Initial Password: Expand this element to view or modify how an initial password is generated for each object being created.
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User Account Options: Expand this element to view or modify the settings used for creating user accounts in the result of the creation operation.
You can use this tab to import or export initial attribute population rules.
To export a population rule to a file
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In the list of configured attribute population rules, select the rule you want to export.
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Click More, then click Export.
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In the Save As dialog, specify an XML file to store the rule.
To import a population rule from a file
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Expand Initial Attribute Population Rules, click More, then click Import.
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Use the Open dialog to open the XML file that stores the population rule to import.
