Automatic assignment of employees to Unix user accounts
Table 26: Configuration parameters for automatic employee assignment
|
TargetSystem | Unix | PersonAutoFullsync |
This configuration parameter specifies the mode for automatic employee assignment for user accounts added to or updated in the database through synchronization. |
|
TargetSystem | Unix | PersonAutoDefault |
This configuration parameter specifies the mode for automatic employee assignment for user accounts added to the database outside synchronization. |
|
TargetSystem | Unix | 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:
ROOT |
|
TargetSystem | Unix |
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 | Unix | PersonAutoFullsync" configuration parameter and select the required mode.
- If you want employees to be assigned outside synchronization, in the Designer, set the "TargetSystem | Unix | PersonAutoDefault" configuration parameter and select the required mode.
- In the "TargetSystem | Unix | PersonExcludeList" configuration parameter, specify the user accounts that must not be assigned automatically to employees.
Example:
ROOT
- Use the "TargetSystem | Unix | 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 host. Ensure that the manage level to be used is entered as the default manage level.
- Define the search criteria for employees assigned to the host.
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 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
- Create an account definition.
- Assign an account definition to the host.
- 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.
- In the Manager, select the Unix | User accounts | Linked but not configured | <Host> category.
- Select the Assign account definition to linked accounts task.
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In the Account definition menu, select the account definition.
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Select the user accounts that contain the account definition.
- 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 host. 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 UNXHost 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
- Select the Unix | Host category.
- Select the host in the result list.
- Select the Define search criteria for employee assignment task.
- Specify which user account properties must match with which employee so that the employee is linked to the user account.
Table 27: Default search criteria for user accounts and contacts
| Unix user accounts |
Central user account (CentralAccount) |
User name (AccountName) |
- 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 28: Manual assignment view
|
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
To assign employees directly using a suggestion list
- Click Suggested assignments.
- Check the Selection box of all the user accounts to which you want to assign the suggested employees. Multi-select is possible.
- Click Assign selected.
- Confirm the security prompt with Yes.
The employees found using the search criteria are assigned to the selected user accounts.
– OR –
- Click No employee assignment.
- Click the Select employee option of the user account to which you want to assign an employee. Select an employee from the menu.
- Check the Selection box of all the user accounts to which you want to assign the selected employees. Multi-select is possible.
- Click Assign selected.
- Confirm the security prompt with Yes.
The employees displayed in the Employee column are assigned to the selected user accounts.
To remove assignments
- Click Assigned user accounts.
- Click the Selection box of all user accounts you want to delete the employee assignment from. Multi-select is possible.
- Click Remove selected.
- 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 for AIX systems
NOTE: The behavior described in the following, only apples to user account in an AIX system.
The way you disable user accounts depends on how they are managed.
Scenario:
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 UNXAccount.AIX_account_Locked column.
Scenario:
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
-
In the Manager, select the Unix | User accounts category.
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Select the user account in the result list.
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Select the Change master data task.
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On the Security tab, set the account_locked option.
- Save the changes.
Scenario:
- User accounts not linked to employees.
To disable a user account that is no longer linked to an employee
-
In the Manager, select the Unix | User accounts category.
-
Select the user account in the result list.
-
Select the Change master data task.
-
On the Security tab, set the account_locked option.
- Save the changes.
Related topics
Deleting and restoring Unix user accounts
NOTE: As long as an account definition for an employee is valid, the employee retains the user account that was created by it. If the assignment of an account definition is removed, the user account that was created from this account definition is deleted.
To delete a user account
- Select the Unix | User accounts category.
- Select the user account in the result list.
- Delete the user account.
- Confirm the security prompt with Yes.
To restore a user account
- Select the Unix | User accounts category.
- Select the user account in the result list.
- Click Undo delete in the result list toolbar.
Configuring deferred deletion
By default, user accounts are finally deleted from the database after 30 days.The user accounts are initially disabled. You can reenable the user accounts until deferred deletion is run. After deferred deletion is run, the user accounts are deleted from the database and cannot be restored anymore. In the Designer, you can set an alternative delay on the UNXAccount table.
Related topics
- Disabling user accounts for AIX systems
- For more detailed information about deactivating and deleting employees and user accounts, see the One Identity Manager Target System Base Module Administration Guide.
