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Quick Connect Sync Engine 6.1 - Administrator Guide

One Identity Quick Connect Overview Deploying One Identity Quick Connect Sync Engine Getting started Connections to external data systems Synchronizing identity data Mapping objects Automated password synchronization Synchronization history Scenarios of use Appendices

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.
  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 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.

Modifying a step

To modify an existing step

  1. In the Quick Connect Administration Console, open the Workflows tab.
  2. Click the name of the workflow in which you want to modify a step.
  3. Click the name of the step you want to modify.
  4. Use the following tabs to modify the step as necessary:

    For more information on these tabs, see the next subsections.

  5. When you are finished, click Save to apply your changes.

General Options tab

On this tab you can 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:

  • Step name. Allows you to rename the step: type a new step name in this text box.
  • Specify how to process data in connected systems. Allows you to select one of the following methods for processing data in the source and target data systems:
    • Process all data. If you select this method, each run of the step will process all data in the configured synchronization scope.
    • Process delta from last run. If you select this method, each run of the step will process only the data that has changed in the configured synchronization scope since the last run.
  • Stop data processing if. Allows you to specify the conditions where you want to stop data processing in the source and target data systems.
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