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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

How to edit synchronization steps

To edit synchronization stepClosed properties

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

  2. Select the Workflows category.

  3. Select a workflow in the navigation view.

  4. Double-click on the synchronization step in the workflow.

  5. Edit the synchronization step properties.

  6. Click OK.

To manually specify the order of synchronization steps

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

  2. Select the Workflows category.

  3. Select a workflow in the navigation view.

  4. Click in the workflow view toolbar to open all the synchronization steps.

  5. To change the order of the synchronization steps, click and on the synchronization step.

To enable or disable synchronization steps

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

  2. Select the Workflows category.

  3. Select a workflow in the navigation view.

  4. Click in the workflow view's toolbar.

  5. Set the Disable option for all synchronization steps that you do not want to be carried out.

    - OR -

    Deselect the Disable check boxes on all synchronization steps that you want to enable.

    Multi-select is possible.

  6. Click OK.

How to delete synchronization steps

To delete a synchronization stepClosed

  1. Select the Workflows category.
  2. Select a workflow in the navigation view.
  3. Click in the synchronizationClosed step in the workflow view to open the synchronization step dialog box.
  4. Click .
  5. Confirm the security prompt with Yes.

General properties of a synchronization step

Enter the following general properties for a synchronization stepClosed.

Table 51: General properties of a synchronization step
Property Meaning
Name An arbitrary name for the synchronizationClosed step. The name must be unique within a synchronization workflowClosed.
Mapping Select the mapping to be processed by the synchronization step.
Synchronization in directionClosed Select the direction in which synchronization should take place.
Use workflow templateClosed The direction of synchronization is defined in the workflow.

For more information, see Properties of a workflow.

Target systemClosed One Identity Manager is the primary system for synchronization.
One Identity Manager The target system is the primary system for synchronization.
Revision filteringClosed The revision filtering can be used to limit synchronization to just the objects that have been modified since the last synchronization.

For more information, see How does revision filtering work?.

Use workflow template The desired behavior is specified with the workflow.
Use revision filter Only modified object are synchronized.
Do not use revision filter All objects are synchronized.

Exception handling

Specify whether synchronization should be continued if an error occurs during processing of synchronization objects (adding, deleting, updating, and reloading objects). Object processing is continued using the next object; the error is logged.

To optimize error localization, you can stop synchronization if an error occurs during the processing of synchronization objects. In this case, no further synchronization objects are processed.

NOTE: This property does not affect configuration, network, or general synchronization errors (for example, if it is not possible to resolve a reference). The effectiveness of this property depends on the actual error, error position, the target system, and the implementation of the target system connectors.

Use workflow template The desired behavior is specified with the workflow.
Continue on error Processing is continued with the next object. Errors are logged.

This option should be used for productive systems.

Break on error The entire synchronization is stopped.

This option should only be used to find errors, for example in going live processes.

Data import

Set this option if the synchronization step synchronizes a secondary system and changes are immediately provisioned in the primary system.

Do not set this option if the synchronization step synchronizes primaryClosedry system.

For more information, see Synchronizing user data with different systems.

Description Text field for additional explanation.
Disabled If this option is set, the synchronization step is not synchronized.

Specifying processing methods

Specify how changes to system objects should be handled on the ProcessingClosed tab. You can select the following default methods. Furthermore, the schema types of the various target systems provide additional processing methods if required.

The processing methods are defined for different sets of synchronizationClosed objects.

  • Objects only found in the target system and missing in One Identity Manager.

  • Objects only found in One Identity Manager and missing in the target system.

  • Objects with modified properties

    This means there are object pairs whose objects differ.

  • Objects without modifications

    This means there are object pairs whose objects are identical.

Table 52: Default processing methods in a synchronization step

Processing methodClosed (technical name)

Meaning

Insert

Objects that only exist in one of the connected systemClosed are added to the other system.

Delete

Objects that only exist in one of the connected system are deleted from the system.

The following applies to synchronization in One Identity Manager.

The object is immediately deleted if it came from a primary system. Deferred deletion is not taken into account. Deferred deletion is taken into account if the object comes from a secondary system. For more information, see Synchronizing user data with different systems. For detailed information about deferred deletion, see the One Identity Manager Configuration Guide.

Update

Objects whose properties have change are updated.

MarkAsOutstanding

Objects that only exist in the One Identity Manager are marked as outstanding during synchronizing in the direction of One Identity Manager. These objects can be reworked after synchronization is complete. Objects marked as outstanding are ignored by subsequent synchronization.

No processing

No processing methods are run.

Table 53: Meaning of the icons

Icon

Meaning

Adds an extra processing method for the object set.

If you allow several processing methods for one object set, add conditions for processing these methods.

Create a condition for running the method.

All objects are processed the same way if you do not create a condition.

Moves the processing method forwards in the running order.

Moves the processing method backwards in the running order.

Deletes the processing method.

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