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Identity Manager 9.1 - Administration Guide for Connecting to Active Directory

Managing Active Directory environments Synchronizing an Active Directory environment
Setting up initial synchronization with an Active Directory domain Adjusting the synchronization configuration for Active Directory environments Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Managing Active Directory user accounts and employees
Account definitions for Active Directory user accounts and Active Directory contacts Assigning employees automatically to Active Directory user accounts Supported user account types Updating employees when Active Directory user account are modified Automatic creation of departments and locations based on user account information Specifying deferred deletion for Active Directory user accounts and Active Directory contacts
Managing memberships in Active Directory groups Login information for Active Directory user accounts Mapping of Active Directory objects in One Identity Manager
Active Directory domains Active Directory container structures Active Directory user accounts Active Directory contacts Active Directory groups Active Directory computers Active Directory security IDs Active Directory printers Active Directory sites Reports about Active Directory objects
Handling of Active Directory objects in the Web Portal Basic data for managing an Active Directory environment Configuration parameters for managing an Active Directory environment Default project template for Active Directory Processing methods of Active Directory system objects Active Directory connector settings

Editing search criteria for automatic employee assignment

NOTE: One Identity Manager supplies a default mapping for employee assignment. Only carry out the following steps when you want to customize the default mapping.

The criteria for employee assignments are defined for the domain. You specify which user account properties must match the employee’s properties such that the employee can be assigned to the user account. You can limit search criteria further by using format definitions.

The search criterion is written in XML notation to the Search criteria for automatic employee assignment column (AccountToPersonMatchingRule) in the ADSDomain table.

Search criteria are evaluated when employees are automatically assigned to user accounts. Furthermore, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly.

NOTE: Object definitions for user accounts that can have search criteria applied to them are predefined. For example, if you require other objects definitions that limit a preselection of user accounts, set up the respective custom object definitions in the Designer. For more information, see the One Identity Manager Configuration Guide.

To specify criteria for employee assignment

  1. In the Manager, select the Active Directory > Domains category.

  2. Select the domain in the result list.

  3. Select the Define search criteria for employee assignment task.

  4. Specify which user account properties must match with which employee so that the employee is linked to the user account.

    Table 11: Default search criteria for user accounts and contacts
    Apply to Column for employee Column for user account/contact

    Active Directory user accounts

    Central user account (CentralAccount)

    Login name (pre Win2000)(SAMAccountName)

    Active Directory contacts

    Central user account (CentralAccount)

    Name (Cn)

  5. Save the changes.

For more information about defining search criteria, see the One Identity Manager Target System Base Module Administration Guide.

Related topics

Finding employees and directly assigning them to user accounts

Based on the search criteria, you can create a suggestion list for the assignment of employees to user accounts and make the assignment directly. User accounts are grouped in different views for this.

Table 12: Manual assignment view

View

Description

Suggested assignments

This view lists all user accounts to which One Identity Manager can assign an employee. All employees are shown who were found using the search criteria and can be assigned.

Assigned user accounts

This view lists all user accounts to which an employee is assigned.

Without employee assignment

This view lists all user accounts to which no employee is assigned and for which no employee was found using the search criteria.

To apply search criteria to user accounts

TIP: By double-clicking on an entry in the view, you can view the user account and employee main data.

The assignment of employees to user accounts creates connected user accounts (Linked state). To create managed user accounts (Linked configured state), you can assign an account definition at the same time.

To assign employees directly over a suggestion list

  • Click Suggested assignments.

    1. Click the Selection box of all user accounts to which you want to assign the suggested employees. Multi-select is possible.

    2. (Optional) Select an account definition in the Assign this account definition menu, and select a manage level in the Assign this account manage level menu.

    3. Click Assign selected.

    4. Confirm the security prompt with Yes.

      The employees determined using the search criteria are assigned to the selected user accounts. If an account definition was selected, this is assigned to all selected user accounts.

    - OR -

  • Click No employee assignment.

    1. Click Select employee for the user account to which you want to assign an employee. Select an employee from the menu.

    2. Click the Selection box of all user accounts to which you want to assign the selected employees. Multi-select is possible.

    3. (Optional) Select an account definition in the Assign this account definition menu, and select a manage level in the Assign this account manage level menu.

    4. Click Assign selected.

    5. Confirm the security prompt with Yes.

      The employees displayed in the Employee column are assigned to the selected user accounts. If an account definition was selected, this is assigned to all selected user accounts.

To remove assignments

  • Click Assigned user accounts.

    1. Click the Selection box of all the user accounts you want to delete the employee assignment from. Multi-select is possible.

    2. Click Remove selected.

    3. Confirm the security prompt with Yes.

      The assigned employees are removed from the selected user accounts.

Changing manage levels for Active Directory user accounts

The default manage level is applied if you create user accounts using automatic employee assignment. You can change a user account manage level later.

To change the manage level for a user account

  1. In the Manager, select the Active Directory > User accounts category.

  2. Select the user account in the result list.

  3. Select the Change main data task.

  4. Select the manage level in the Manage level list on the General tab.

  5. Save the changes.
Related topics

Changing manage levels for Active Directory contacts

The Unmanaged manage level is used when you create contacts through automatic employee assignment. You can change the contact's manage level later.

To change the manage level for a contact

  1. In the Manager, select the Active Directory > Contacts category.

  2. Select the contact in the result list.

  3. Select the Change main data task.

  4. Select the manage level in the Manage level list on the General tab.

  5. Save the changes.
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