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Identity Manager 8.1.4 - Administration Guide for Connecting to Custom Target Systems

Managing custom target systems Setting up script-controlled data provisioning in a custom target system Basic data for custom target systems Setting up a custom target system Container structures in a custom target system User accounts in a custom target system Groups in a custom target system Entering permissions controls Reports about custom target systems Configuration parameters for managing custom target systems

Assigning permissions controls

Use this task to assign permissions controls directly to user accounts.

To assign permissions controls to a user account

  1. Select Custom target systems | <target system> | User accounts.
  2. Select the user account in the result list.
  3. Select Assign permissions controls.

  4. In the Add assignments pane, assign permissions controls.

    - OR -

    In the Remove assignments pane, remove permissions controls.

  5. Save the changes.

Automatic assignment of employees to user accounts

Table 24: Configuration parameters for automatic employee assignment
Configuration parameter Meaning
TargetSystem | UNS | PersonAutoFullsync

This configuration parameter specifies the mode for automatic employee assignment for user accounts added to or updated in the database through synchronization.

TargetSystem | UNS | PersonAutoDefault

This configuration parameter specifies the mode for automatic employee assignment for user accounts added to the database outside synchronization.

TargetSystem | UNS | PersonExcludeList

List of all user accounts for which automatic employee assignment should not take place. Names are listed in a pipe (|) delimited list that is handled as a regular search pattern.

Example:

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

TargetSystem | UNS |
PersonAutoDisabledAccounts

This configuration parameter specifies whether employees are automatically assigned to disabled user accounts. User accounts do not obtain an account definition.

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 | UNS | PersonAutoFullsync" configuration parameter and select the mode.
  • If you want employees to be assigned outside synchronization, in the Designer, set the "TargetSystem | UNS | PersonAutoDefault" configuration parameter and select the mode.
  • In the "TargetSystem | UNS | PersonExcludeList" configuration parameter, specify the user accounts that must not be assigned automatically to employees.

    Example:

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

  • Use the configuration parameter "TargetSystem | UNS | PersonAutoDisabledAccounts" 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 target system. Ensure that the manage level to be used is entered as the default manage level.

  • Define the search criteria for employees assigned to the target system.

    NOTE: To determine the origin of the employees, in the TSB_PersonAuto_Mapping_UNSAccountB script, you can fill the Person.ImportSource column. To do this, add to the list of permitted values in the Designer in the Person.ImportSource column and overwrite the script accordingly.

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 target system 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 target system.
  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 Custom target systems | <target system> | User accounts | Linked but not configured | <target system> 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 target system. 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 target system 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.

To specify criteria for employee assignment

  1. Select the Custom target systems | Basic configuration data | <target system> category.
  2. Select the target system 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 25: Default search criteria for user accounts
    Apply to Column for employee Column for user account
    User accounts Central user account (CentralAccount) Login name (AccountName)
  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 26: 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.

Related topics

Disabling user accounts

The way you disable user accounts depends on how they are managed.

Scenario:

  • The user account is linked to employees and is managed through account definitions.

User accounts managed through account definitions are disabled when the employee is temporarily or permanently disabled. The behavior depends on the user account manage level. Accounts with the Full managed manage level are disabled depending on the account definition settings. For user accounts with a manage level, configure the required behavior using the template in the UNSAccountB.AccountDisabled column.

Scenario:

  • The user accounts are linked to employees. No account definition is applied.

User accounts managed through user account definitions are disabled when the employee is temporarily or permanently disabled. The behavior depends on the QER | Person | TemporaryDeactivation configuration parameter

  • If the configuration parameter is set, the employee’s user accounts are disabled when the employee is permanently or temporarily disabled.

  • If the configuration parameter is not set, the employee’s properties do not have any effect on the associated user accounts.

To disable the user account when the configuration parameter is disabled

  1. In the Manager, select the Custom target systems | <target system> | User accounts category.

  2. Select the user account in the result list.

  3. Select the Change master data task.

  4. On the General tab, set the Account is disabled option.

  5. Save the changes.
Scenario:
  • User accounts not linked to employees.

To disable a user account that is no longer linked to an employee

  1. In the Manager, select the Custom target systems | <target system> | User accounts category.

  2. Select the user account in the result list.

  3. Select the Change master data task.

  4. On the General tab, set the Account is disabled option.

  5. Save the changes.
  • For more detailed information about deactivating and deleting employees and user accounts, see the One Identity Manager Target System Base Module Administration Guide.
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