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Active Roles 7.2 - Synchronization Service Administrator Guide

Table of Contents

Synchronization Service Overview

About Synchronization Service Features and benefits

Bidirectional synchronization Delta processing mode Synchronization of group membership Windows PowerShell scripting Attribute synchronization rules Rule-based generation of distinguished names Scheduling capabilities Extensibility

Technical overview

Synchronization Service Capture Agent Connectors and connected data systems Synchronization workflows and steps

Deploying Synchronization Service

Deployment steps

Step 1: Install Synhronization Service Step 2: Configure Synhronization Service

Upgrade from Quick Connect

Limitations Upgrade steps

Communication ports

Getting started

Synhronization Service Administration Console

Sync Workflows tab Sync History tab Connections tab Mapping tab Password Sync tab Configuring diagnostic logging

Steps to synchronize identity data Management Shell

Cmdlet naming conventions Getting help

Connections to external data systems

External data systems supported out of the box

Working with Active Directory

Creating an Active Directory connection Modifying an existing Active Directory connection Communication ports required to synchronize data between two AD domains Synchronizing user passwords between two AD domains Synchronizing SID history of users or groups

Working with an AD LDS (ADAM) instance

Creating an AD LDS (ADAM) instance connection Modifying an existing AD LDS (ADAM) instance connection

Working with Skype for Business Server

Creating a new Skype for Business Server connection Modifying an existing Skype for Business Server connection Skype for Business Server data supported out of the box

User object attributes ArchivingPolicy object attributes ClientPolicy object attributes ClientVersionPolicy object attributes ConferencingPolicy object attributes DialPlanPolicy object attributes ExternalAccessPolicy object attributes LocationPolicy object attributes MobilityPolicy object attributes PersistentChatPolicy object attributes PinPolicy object attributes VoicePolicy object attributes LyncSettings object attributes

Attributes required to create a Skype for Business Server user Getting or setting the Telephony option value in Skype for Business Server

Working with Exchange Server

Creating a new connection to Exchange Server Modifying an existing connection to Exchange Server Exchange Server data supported out of the box

ActiveSyncMailboxPolicy object attributes AddressBookPolicy object attributes AddressList object attributes DistributionGroup object attributes DynamicDistributionGroup object attributes ExchangeServer object attributes GlobalAddressList object attributes Mailbox object attributes MailContact object attributes MailboxDatabase object attributes MailUser object attributes OfflineAddressBook object attributes OrganizationConfig object attributes OwaMailboxPolicy object attributes PublicFolder object attributes PublicFolderDatabase object attributes RoleAssignmentPolicy object attributes StorageGroup object attributes UmDialPlan object attributes UmMailboxPolicy object attributes

Scenario: Migrate mailboxes from one Exchange Server to another

Step 1: Configure a connection to Exchange Server Step 2: Create a new sync workflow Step 3: Configure a step to update MoveMailboxTo attribute value Step 4: Run your sync workflow

Working with Active Roles

Creating an Active Roles connection Modifying an Active Roles connection

Working with Quest One Identity Manager

Creating a Quest One Identity Manager connection

Step 1: Provide access to Quest One Identity Manager DLLs Step 2: Configure a connection to Quest One Identity Manager

Modifying a Quest One Identity Manager connection Quest One Identity Manager Connector configuration file

Working with One Identity Manager

Creating a One Identity Manager connection Modifying a One Identity Manager connection One Identity Manager Connector configuration file

Working with a delimited text file

Creating a delimited text file connection Modifying an existing delimited text file connection

Specify connection settings Specify delimited text file format Schema Specify attributes to identify objects

Working with Microsoft SQL Server

Creating a Microsoft SQL Server connection Modifying an existing Microsoft SQL Server connection

Specify connection settings Specify how to select and modify data Advanced Specify attributes to identify objects

Sample queries to modify SQL Server data

How to insert an object into a table How to create a SQL Server account

Working with an OLE DB-compliant relational database

Creating an OLE DB-compliant relational database connection Modifying an existing OLE DB-compliant data source connection

Specify connection settings Specify how to select data Advanced Specify attributes to identify objects

Working with SharePoint

Creating a SharePoint connection SharePoint data supported out of the box

AlternateURL object attributes ClaimProvider object attributes Farm object attributes Group object attributes Language object attributes Policy object attributes PolicyRole object attributes Prefix object attributes RoleAssignment object attributes RoleDefinition object attributes Site object attributes User object attributes Web object attributes WebApplication object attributes WebTemplate object attributes

Considerations for creating objects in SharePoint

Working with Microsoft Office 365

Creating a Microsoft Office 365 connection Modifying a Microsoft Office 365 connection Microsoft Office 365 data supported out of the box

ClientPolicy object attributes ConferencingPolicy object attributes Contact object attributes DistributionGroup object attributes Domain object attributes DynamicDistributionGroup object attributes ExternalAccessPolicy object attributes HostedVoicemailPolicy object attributes LicensePlanService object attributes Mailbox object attributes MailUser object attributes PresencePolicy object attributes SecurityGroup object attributes SPOSite object attributes SPOSiteGroup object attributes SPOWebTemplate object attributes SPOTenant object attributes User object attributes Attributes Related to License Plans and Services Other attributes VoicePolicy object attributes

Objects and attributes specific to Microsoft Office 365 services How Microsoft Office 365 Connector works with data

Working with Microsoft Azure Active Directory

Creating a Microsoft Azure Active Directory connection

Step 1: Configure an application in Microsoft Azure Active Directory Step 2: Create a connection to Microsoft Azure Active Directory

Modifying a Microsoft Azure Active Directory connection Microsoft Azure Active Directory data supported out of the box

User object attributes Group object attributes

Using connectors installed remotely

Steps to install Synchronization Service and built-in connectors remotely Creating a connection using a remotely installed connector

Creating a connection Renaming a connection Deleting a connection Modifying synchronization scope for a connection Using connection handlers Specifying password synchronization settings for a connection

Synchronizing identity data

Getting started with identity data synchronization Managing sync workflows

Creating a sync workflow Running a sync workflow

Running a sync workflow manually Running a sync workflow on a recurring schedule Disabling a sync workflow run schedule

Renaming a sync workflow Deleting a sync workflow

Managing sync workflow steps

Adding a creating step Creating an updating step Creating a deprovisioning step Modifying a step

General Options tab Source tab Target tab Creation Rules tab Deprovisioning Rules tab Updating Rules Tab Step Handlers tab

Deleting a step Changing the order of steps in a sync workflow Generating object names by using rules Modifying attribute values by using rules

Configuring a forward sync rule

Source item Target item

Configuring a reverse sync rule

Source item Target item

Configuring a merge sync rule

Using value generation rules

Configuring a rule entry

Using sync workflow step handlers Example: Synchronizing group memberships Example: Synchronizing multivalued attributes Using sync workflow alerts

Creating or editing a sync workflow alert Deleting a sync workflow alert Managing outgoing mail profiles

Outgoing mail profile settings

Mapping objects

About mapping objects Steps to map objects

Step 1: Create mapping pairs Step 2: Create mapping rules Step 3 (optional): Change scope for mapping rules Step 4: Run map operation

Steps to unmap objects

Automated password synchronization

About automated password synchronization Steps to automate password synchronization Managing Capture Agent

Installing Capture Agent manually Using Group Policy to install Capture Agent Uninstalling Capture Agent

Managing password sync rules

Creating a password sync rule Deleting a password sync rule Modifying settings of a password sync rule

Fine-tuning automated password synchronization

Configuring Capture Agent

Step 1: Create and link a Group Policy object Step 2: Add administrative template to Group Policy object Step 3: Use Group Policy object to modify Capture Agent settings

Configuring Active Roles Synchronization Service Specifying a custom certificate for encrypting password sync traffic

Step 1: Obtain and install a certificate Step 2: Export custom certificate to a file Step 3: Import certificate into certificates store Step 4: Copy certificate’s thumbprint Step 5: Provide certificate’s thumbprint to Capture Agent Step 6: Provide certificate’s thumbprint to Synchronization Service

Using PowerShell scripts with password synchronization

Example of a PowerShell script run after password synchronization

Synchronization history

About synchronization history Viewing sync workflow history Viewing mapping history Searching synchronization history Cleaning up synchronization history

Scenarios of use

About scenarios Scenario 1: Create users from a .csv file to an Active Directory domain

Step 1: Create a sync workflow Step 2: Add a creating step Step 3: Run the configured creating step Step 4: Commit changes to Active Directory

Scenario 2: Use a .csv file to update user accounts in an Active Directory domain

Step 1: Create an updating step Step 2: Run the created updating step Step 3: Commit changes to Active Directory

Scenario 3: Synchronizing data between One Identity Manager Custom Target Systems and an Active Directory domain

Step 1: Create connection to One Identity Manager Step 2: Configure One Identity Manager modules, Custom Target System and Container Information Step 3: Create Workflow for Provisioning Step 4: Create Provisioning Step 5: Specify the synchronization rules Step 6: Execute Workflow Step 7: Commit changes to One Identity Manager Step 8: Verify on One Identity Manager

Scenario 4: Deprovisioning between One Identity Manager Custom Target Systems and an Active Directory domain Scenario 5: Provisioning of Groups between One Identity Manager Custom Target Systems and an Active Directory domain Scenario 6: Enabling Delta Sync mode between One Identity Manager Custom Target Systems and an Active Directory domain

Appendix A: Developing PowerShell scripts for attribute synchronization rules

Accessing source and target objects using built-in hash tables

Appendix B: Using a PowerShell script to transform passwords

Accessing source object password

Rule-based generation of distinguished names

Synchronization Service Overview > Features and benefits > Rule-based generation of distinguished names

Synchronization Service lets you create flexible rules for generating the distinguished names (DNs) of objects being created. These rules allow you to ensure that created objects are named in full compliance with the naming conventions existing in your organization.

Scheduling capabilities

Synchronization Service Overview > Features and benefits > Scheduling capabilities

You can schedule the execution of data synchronization operations and automatically perform them on a regular basis to satisfy your company’s policy and save time and effort.

Extensibility

Synchronization Service Overview > Features and benefits > Extensibility

To access external data systems Synchronization Service employs special connectors. A connector enables Synchronization Service to read and synchronize the identity data contained in a particular data system. Out of the box, Synchronization Service includes connectors that allow you to connect to the following data systems:

Microsoft Active Directory Domain Services
Microsoft Active Directory Lightweight Directory Services
Microsoft Exchange Server
Microsoft Skype for Business Server
Microsoft Azure Active Directory
Microsoft Office 365
Microsoft SQL Server
Microsoft SharePoint
Active Roles version 7.2, 7.1, 7.0, or 6.9
Quest One Identity Manager version 6.1 or 6.0
One Identity Manager version 7.0
Data sources accessible through an OLE DB provider
Delimited text files

Technical overview

Synchronization Service Overview > Technical overview

The following illustration shows how Synchronization Service synchronizes data between connected data systems.

Figure 1: Synchronization of data between connected systems

Synchronization Service uses Capture Agents, connected data systems, connectors, connections, and sync workflows to synchronize identity data.

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