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Identity Manager 8.1.4 - Administration Guide for Connecting to Active Directory

Managing Active Directory environments Setting up Active Directory synchronization Basic data for managing an Active Directory environment
Account definitions for Active Directory user accounts Password policies for Active Directory user accounts Initial password for new Active Directory user accounts Email notifications about login data User account names Target system managers Editing a server
Active Directory domains Active Directory user accounts
Linking user accounts to employees Supported user account types Entering master data for Active Directory user accounts Additional tasks for managing Active Directory user accounts Automatic assignment of employees to Active Directory user accounts Updating employees when Active Directory user account are modified Automatic creation of departments and locations based on user account information Disabling Active Directory user accounts Deleting and restoring Active Directory user accounts
Active Directory contacts Active Directory groups
Entering master data for Active Directory groups Validity of group memberships Assigning Active Directory groups to Active Directory user accounts, Active Directory contacts, and Active Directory computers Additional tasks for managing Active Directory groups Deleting Active Directory groups Default solutions for requesting Active Directory groups and group memberships
Active Directory security IDs Active Directory container structures Active Directory computers Active Directory printers Active Directory locations Reports about Active Directory objects Configuration parameters for managing an Active Directory environment Default project template for Active Directory

Moving an Active Directory user account

NOTE: User accounts can only be moved within a domain.

To move a user account

  1. Select the Active Directory | User accounts category.
  2. Select the user account in the result list.

  1. Select the Change master data task.

  2. Select the Change Active Directory container task.
  3. Confirm the security prompt with Yes.
  4. Select the new container from the Containers menu on the General tab.
  5. Save the changes.

Assigning extended properties to Active Directory user accounts

Extended properties are meta objects, such as operating codes, cost codes, or cost accounting areas that cannot be mapped directly in One Identity Manager.

To specify extended properties 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 Assign extended properties task.

  4. In the Add assignments pane, assign extended properties.

    TIP: In the Remove assignments pane, you can remove assigned extended properties.

    To remove an assignment

    • Select the extended property and double-click .
  5. Save the changes.

For detailed information about using extended properties, see the One Identity Manager Identity Management Base Module Administration Guide.

Automatic assignment of employees to Active Directory user accounts

When you add a user account, an existing employee can be assigned automatically or added if necessary. In the process, the employee master data is created on the basis of existing user account master data. This mechanism can be triggered after a new user account is created either manually or through synchronization. Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee through the current mode, the user account is given, through an internal process, the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.

If you run this procedure during working hours, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the procedure again later, the changes only affect user accounts added or updated after this point in time. Existing employee assignments to user accounts remain intact.

NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use Change master data to assign employees to administrative user accounts for the respective user account.

Run the following tasks to assign employees automatically.

  • If you want employees to be assigned during the synchronization of user accounts, in the Designer, set the TargetSystem | ADS | PersonAutoFullsync configuration parameter and select the required mode.
  • If you want employees to be assigned outside synchronization, in the Designer, set the TargetSystem | ADS | PersonAutoDefault configuration parameter and select the required mode.
  • In the TargetSystem | ADS | PersonExcludeList configuration parameter, define the user accounts for which no automatic assignment to employees shall take place.

    Example:

    ADMINISTRATOR|GUEST|KRBTGT|TSINTERNETUSER|IUSR_.*|IWAM_.*|SUPPORT_.*|.* | $

  • Use the TargetSystem | ADS | PersonAutoDisabledAccounts configuration parameter to specify whether employees can be automatically assigned to disabled user accounts. User accounts do not obtain an account definition.
  • Assign an account definition to the domain. Ensure that the manage level to be used is entered as the default manage level.
  • Define the search criteria for employees assigned to the domain.

NOTE:

The following applies for synchronization:

  • Automatic employee assignment takes effect if user accounts are added or updated.

The following applies outside synchronization:

  • Automatic employee assignment takes effect if user accounts are added.

NOTE:

Following a synchronization, employees are automatically created for the user accounts in the default installation. If an account definition for the domain is not yet known at the time of synchronization, user accounts are linked with employees. However, account definitions are not assigned. The user accounts are therefore in a Linked state.

To manage the user accounts using account definitions, assign an account definition and a manage level to these user accounts.

To select user accounts through account definitions

  1. Create an account definition.
  2. Assign an account definition to the domain.
  3. Assign a user account in the Linked state to the account definition. The account definition's default manage level is applied to the user account.
    1. In the Manager, select the Active Directory | User accounts | Linked but not configured | <Domain> category.

      - OR -

      In the Manager, select the Active Directory | Contacts | Linked but not configured | <Domain> category.

    2. Select the Assign account definition to linked accounts task.

    3. In the Account definition menu, select the account definition.

    4. Select the user accounts that contain the account definition.

    5. Save the changes.

For more detailed information about assigning employees automatically, see the One Identity Manager Target System Base Module Administration Guide.

Related topics

Editing search criteria for automatic employee assignment

The criteria for employee assignments are defined for the domain. In this case, 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: When the employees are assigned to user accounts on the basis of search criteria, user accounts are given the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.

It is not recommended to make assignments to administrative user accounts based on search criteria. Use Change master data to assign employees to administrative user accounts for the respective user account.

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.

To specify criteria for employee assignment

  1. 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 46: 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.
Direct assignment of employees to user accounts based on a suggestion list

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

Table 47: 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.

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

To apply search criteria to user accounts

  • Click Reload.

    All possible assignments based on the search criteria are found in the target system for all user accounts. The three views are updated.

To assign employees directly using a suggestion list

  1. Click Suggested assignments.
    1. Check the Selection box of all the user accounts to which you want to assign the suggested employees. Multi-select is possible.
    2. Click Assign selected.
    3. Confirm the security prompt with Yes.

      The employees found using the search criteria are assigned to the selected user accounts.

    – OR –

  2. Click No employee assignment.
    1. Click the Select employee option of the user account to which you want to assign an employee. Select an employee from the menu.
    2. Check the Selection box of all the user accounts to which you want to assign the selected employees. Multi-select is possible.
    3. Click Assign selected.
    4. Confirm the security prompt with Yes.

      The employees displayed in the Employee column are assigned to the selected user accounts.

To remove assignments

  1. Click Assigned user accounts.
    1. Click the Selection box of all 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.

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

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