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Identity Manager 8.1.5 - Administration Guide for Connecting Unix-Based Target Systems

Managing Unix-based systems Setting up synchronization with a Unix-based target system Basic data for Unix-based target systems Unix host Unix user accounts Unix groups Reports about Unix objects Configuration parameters for managing a Unix environment Default project template for Unix-based target systems

Information required for setting up a synchronization project

Have the following information available for setting up a synchronization project.

Table 3: Information required for setting up a synchronization project
Data Explanation

Server name or IP address of the host

Full name or IP address of the host for connecting to the synchronization server to provide access to Unix objects.

Host communications port

Communications port for establishing a Secure Shell (SSH) connection to the host. The default port is TCP port 22.

User account and password for logging onto the host

User account and password for logging onto the host. This user account is used to access the host by SSH. The user account requires permissions for establishing an SSH connection.

Method, user name and password for escalating permissions

Executing commands requires an administrative context. Make a user account available with sufficient permissions. This user account is used to perform write operations on the Unix objects.

Available methods are:

  • Default

    The user who logs in to the host already has administrative permissions.

  • Sudo

    The user logged in on the host can execute administrative tasks with another user's permissions, such as "root". The configuration for this is done in the sudoer file on the host.

  • su

    This method uses the su command to change the context. Another user with administrative permissions is required.

Synchronization server of the Unix-based target system

All One Identity Manager Service actions are executed against the target system environment on the synchronization server. Data entries required for synchronization and administration with the One Identity Manager database are processed by the synchronization server.

The One Identity Manager Service with the Unix connector must be installed on the synchronization server.

The synchronization server must be declared as a Job server in One Identity Manager. Use the following properties when you set up the Job server.

Table 4: Additional properties for the Job server
Property Value
Server function

Unix connector

AIX connector

Machine role Server/Job server/Unix
One Identity Manager database connection data

  • Database server

  • Database

  • SQL Server login and password

  • Specifies whether integrated Windows authentication is used. This type of authentication is not recommended. If you decide to use it anyway, ensure that your environment supports Windows authentication.

Remote connection server

To configure synchronization with a target system, One Identity Manager must load the data from the target system. One Identity Manager communicates directly with the target system to do this. Sometimes direct access from the workstation, on which the Synchronization Editor is installed, is not possible. For example, because of the firewall configuration or the workstation does not fulfill the necessary hardware and software requirements. If direct access is not possible from the workstation, you can set up a remote connection.

The remote connection server and the workstation must be in the same Active Directory domain.

Remote connection server configuration:

  • One Identity Manager Service is started

  • RemoteConnectPlugin is installed

  • Unix connector or AIX connector is installed

The remote connection server must be declared as a Job server in One Identity Manager. The Job server name is required.

TIP: The remote connection server requires the same configuration as the synchronization server (with regard to the installed software and entitlements). Use the synchronization as remote connection server at the same time, by simply installing the RemoteConnectPlugin as well.

For more detailed information about setting up a remote connection, see the One Identity Manager Target System Synchronization Reference Guide.

Related topics

Setting up an initial synchronization project

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:

  • Executed in default mode

  • Started from the Launchpad

If you execute the project wizard in expert mode or directly from the Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

To set up an initial synchronization project for a Unix-based target system

  1. Start the Launchpad and log in to the One Identity Manager database.

    NOTE: If synchronization is executed by an application server, connect the database through the application server.

  2. Select the Target system type Unix entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. On the System access page, specify how One Identity Manager can access the target system.

    • If access is possible from the workstation on which you started the Synchronization Editor, do not change any settings.

    • If access is not possible from the workstation on which you started the Synchronization Editor, you can set up a remote connection.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. On the General connection settings page, enter the connection data for the Unix host.
    1. In the Server or IP field, enter the server name or the IP address of the host.
    2. In the Port field, enter the communications port for establishing the SSH connection. The default communications port is the TCP port 22.
    3. Enter the user account and password for SSH login on the host.
    4. Click Test to test the connection. The system tries to connect to the host.
  2. In the Verify connection pane, click Test to test the connection to the host.
  3. On Change to administrative context page, select the method to use for obtaining administrative permissions.

    • If the user already possesses administrative permissions, select the "Default" method.

    • If the current user logged in on the host can run administrative tasks as an administrative user, select the "Sudo" method. In the User field, enter an alternative user, such as "root".

    • If administrative tasks should be executed using a different user, select the "su" method. In the User and Password fields, enter the login data of the other user. The default user is "root".

  1. On the One Identity Manager Connection tab, test the data for connecting to the One Identity Manager database. The data is loaded from the connected database. Reenter the password.

    NOTE: If you use an unencrypted One Identity Manager database and have not yet saved any synchronization projects to the database, you need to enter all connection data again. This page is not shown if a synchronization project already exists.

  2. The wizard loads the target system schema. This may take a few minutes depending on the type of target system access and the size of the target system.

  1. On the Restrict target system access page, specify how system access should work. You have the following options:
    Table 5: Specify target system access
    Option Meaning

    Read-only access to target system.

    Specifies that a synchronization workflow is only to be set up for the initial loading of the target system into the One Identity Manager database.

    The synchronization workflow has the following characteristics:

    • Synchronization is in the direction of One Identity Manager.
    • Processing methods in the synchronization steps are only defined for synchronization in the direction of One Identity Manager.

    Read/write access to target system. Provisioning available.

    Specifies whether a provisioning workflow is to be set up in addition to the synchronization workflow for the initial loading of the target system.

    The provisioning workflow displays the following characteristics:

    • Synchronization is in the direction of the Target system.
    • Processing methods are only defined in the synchronization steps for synchronization in the direction of the Target system.
    • Synchronization steps are only created for such schema classes whose schema types have write access.
  1. On the Synchronization server page, select a synchronization server to execute synchronization.

    If the synchronization server is not declared as a Job server in the One Identity Manager database yet, you can add a new Job server.

    1. Click to add a new Job server.

    2. Enter a name for the Job server and the full server name conforming to DNS syntax.

    3. Click OK.

      The synchronization server is declared as a Job server for the target system in the One Identity Manager database.

      NOTE: After you save the synchronization project, ensure that this server is set up as a synchronization server.
  1. To close the project wizard, click Finish.

    This creates and allocates a default schedule for regular synchronization. Enable the schedule for regular synchronization.

    The synchronization project is created, saved, and enabled immediately.

    NOTE: If enabled, a consistency check is carried out. If errors occur, a message appears. You can decide whether the synchronization project can remain activated or not.

    Check the errors before you use the synchronization project. To do this, in the General view on the Synchronization Editor‘s start page, click Verify project.

    NOTE: If you do not want the synchronization project to be activated immediately, disable the Activate and save the new synchronization project automatically option. In this case, save the synchronization project manually before closing the Synchronization Editor.

    NOTE: The connection data for the target system is saved in a variable set and can be modified in the Configuration | Variables category in the Synchronization Editor.

To configure the content of the synchronization log

  1. Open the synchronization project in the Synchronization Editor.

  2. To configure the synchronization log for target system connection, select the Configuration | Target system category.
  3. To configure the synchronization log for the database connection, select the Configuration | One Identity Manager connection category.
  4. Select the General view and click Configure.
  5. Select the Synchronization log view and set Create synchronization log.
  6. Enable the data to be logged.

    NOTE: Some content generates a particularly large volume of log data. The synchronization log should only contain data required for troubleshooting and other analyses.

  7. Click OK.

To synchronize on a regular basis

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the Configuration | Start up configurations category.
  3. Select a start up configuration in the document view and click Edit schedule.
  4. Edit the schedule properties.
  5. To enable the schedule, click Activate.
  6. Click OK.

To start initial synchronization manually

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the Configuration | Start up configurations category.

  3. Select a start up configuration in the document view and click Execute.

  4. Confirm the security prompt with Yes.

NOTE:

Following a synchronization, employees are automatically created for the user accounts in the default installation. If an account definition for the host 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 host.
  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 Unix | User accounts | Linked but not configured | <Host> 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.
Related topics

Displaying synchronization results

Synchronization results are summarized in the synchronization log. You can specify the extent of the synchronization log for each system connection individually. One Identity Manager provides several reports in which the synchronization results are organized under different criteria.

To display a synchronization log

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the Logs category.

  3. Click in the navigation view toolbar.

    Logs for all completed synchronization runs are displayed in the navigation view.

  4. Select a log by double-clicking it.

    An analysis of the synchronization is shown as a report. You can save the report.

To display a provisioning log

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the Logs category.

  3. Click in the navigation view toolbar.

    Logs for all completed provisioning processes are displayed in the navigation view.

  4. Select a log by double-clicking it.

    An analysis of the provisioning is shown as a report. You can save the report.

The log is marked in color in the navigation view. This mark shows you the status of the synchronization/provisioning.

TIP: The logs are also displayed in the Manager under the <target system> | synchronization log category.

Configuring the retention period for logs

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

  • In the Designer, enable the DPR | Journal | LifeTime configuration parameter and enter the maximum retention period.

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