Quick Connect Sync Engine 5.5 - Administrator Guide

Managing workflow steps

In this section:

• Creating a provisioning step
• Creating an updating step
• Creating a deprovisioning step
• Modifying a step
• Deleting a step
• Changing the order of steps in a workflow
• Generating object names by using rules
• Modifying attribute values by using rules
• Using value generation rules
• Using workflow step handlers
• Example: Synchronizing group memberships
• Example: Synchronizing multivalued attributes

Creating a provisioning step

To create a provisioning step

1. In the Quick Connect Administration Console, open the Workflows tab.
2. Click the name of the workflow in which you want to create a provisioning step.

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

3. Click Add synchronization step.
4. Select Provision, and then click Next.
5. Specify the provision source by using these options:
   • Source connected system. Allows you to choose a source data system for the provision 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 provision operation. Click Select to specify an object type.
   • Provisioning Criteria. Allows you to narrow the scope of source data system objects that participate in the provisioning step. Expand Provisioning Criteria to specify the containers that hold the source objects you want to participate in the step. You can also specify additional conditions to include objects into the scope.
6. Click Next.
7. Specify the provision target by using these options:
   • Target connected system. Allows you to choose a target data system for the provision operation. Click Specify to select a data system connected earlier or add and select a new data system.
   • Target object type. Allows you to specify the target data system object type to which you want to provision objects from the source data system. Click Select to specify an object type.
   • 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 provisioned. For more information, see Generating object names by using rules.
8. Click Next.
9. Specify rules to provision 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 provisioned objects. For more information, see Modifying attribute values by using rules.
   • Initial Password. Expand this element to specify an initial password for each provisioned object.
   • User Account Options. Expand this element to specify settings for the user accounts to be created.
10. Click Finish to create the provisioning step.

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

Creating an updating step

To create an updating step

1. In the Quick Connect Administration Console, open the Workflows tab.
2. Click the name of the workflow in which you want to create an updating step.

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

3. Click Add synchronization step.
4. Select Update, and 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. 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 data system object type you want to use as a source for the update operation. Click Select to specify an object type.
   • Updating Criteria. Allows you to narrow the scope of source data system objects that will participate in the updating step. Expand Updating Criteria to specify the containers that hold the source objects you want to participate in the step. 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. Click Specify to select a data system connected earlier or add and select a new data system.
   • Target object type. Allows you to specify what type of objects you want to update in the target data system. Click Select to specify an object type.
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 specific attributes of objects in the target data system. For more information, see Modifying attribute values by using rules.
   • Rules to Move Objects. Allows you 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 set up a list of rules to rename objects in the result of the update operation. 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 a step.

Creating a deprovisioning step

To create a deprovisioning step

1. In the Quick Connect Administration Console, open the Workflows tab.
2. Click the name of the workflow in which you want to create a deprovisioning step.

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

3. Click Add synchronization step.
4. Select Deprovision and 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. 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 data system object type you want to use as a source for the deprovision operation. Click Select to specify an object type.
   • 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. Click Specify to select a data system connected earlier or add and select a new data system.
   • Target object type. Allows you to specify what type of objects you want to deprovision in the target data system. Click Select to specify an object type.
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. Expand this option 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. Expand this option to set up a list of rules to rename objects.
10. Click Finish to create the deprovisioning step.

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