Identity Manager 9.0 LTS - Generic Database Connector User Guide for Connecting PostgreSQL Databases

A synchronization project collects all the information required for synchronizing the One Identity Manager database with a target system. Connection data for target systems, schema types and properties, mapping, and synchronization workflows all belong to this.

Make the following information available for setting up a synchronization project for synchronizing with the generic database connector.

Table 5: Information required for setting up a synchronization project
Data	Explanation
Synchronization server	All One Identity Manager Service actions are run 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. Installed components: One Identity Manager Service (started) The synchronization server must be declared as a Job server in One Identity Manager. The Job server name is required. For more information, see Setting up the synchronization server.
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 ADO.NET provider for PostgreSQL Copy the provider DLL to the One Identity Manager Service's installation directory. 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.
Synchronization workflow	Set the Data import option in the synchronization step if synchronization data is imported from a secondary system. For more detailed information about synchronizing user data with different systems, see the One Identity Manager Target System Synchronization Reference Guide.
Base object	You cannot normally specify a base object for synchronizing with database connectors. In this case, assignment of one base table and the synchronization server is sufficient. Select the table from the Base table menu in which to load the objects. The base table can be used to defined downstream processes for synchronization. For more information about downstream processes, see the One Identity Manager Target System Synchronization Reference Guide. The Synchronization servers menu displays all Job servers for which the Generic database connector server function is set.
Variable set	If you implement specialized variable sets, ensure that the start up configuration and the base object use the same variable set.

To configure synchronization with the generic database connector

Create a new synchronization project.

Add mappings. Define property mapping rules and object matching rules.
Create synchronization workflows.
Create a start up configuration.
Define the synchronization scope.
Specify the base object of the synchronization.
Specify the extent of the synchronization log.
Run a consistency check.
Activate the synchronization project.
Save the new synchronization project in the database.

Detailed information about this topic

Creating a synchronization project

Creating a synchronization project

There is a wizard to assist you with setting up a synchronization project. This wizard takes you through all the steps you need to set up initial synchronization with a target system. Click Next once you have entered all the data for a step.

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

Run in default mode
Started from the Launchpad

If you run 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 a synchronization project

Start the Launchpad and log in on the One Identity Manager database.

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

Select the Generic Database Connector and click Run.

This starts the Synchronization Editor's project wizard.

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.

Click Next to start the system connection wizard to create a connection to an external database.

On the Select database system page, select the database system to which you want to connect.
- Select PostgreSQL.
Configure the system connection.

For more information, see Connecting a system to a PostgreSQL database.
On the Save configuration page, you can save the current configuration as a template. When you reconnect to a database system of the same type, you can use this configuration as a template.
- Click and enter the name and repository of the configuration file.
You can save the connection data on the last page of the system connection wizard.
- Set the Save connection locally option to save the connection data. This can be reused when you set up other synchronization projects.
- Click Finish, to end the system connection wizard and return to the project wizard.

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.
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.

On the Select project template page, select a project template to use for setting up the synchronization configuration.

NOTE: The generic database connector does not provide a default project template for setting up synchronization. If you have created your own project template, you can select it to configure the synchronization project. Otherwise, select Create blank project.

Enter the general setting for the synchronization project under General.

Table 6: General properties of the synchronization project
Property	Description
Display name	Display name for the synchronization project.
Description	Text field for additional explanation.

To close the project wizard, click Finish.
Save the synchronization project in the database.

Connecting a system to a PostgreSQL database

Table 7: Required information for connecting the system
Data	Explanation
Server	Name of the server on which the database server is installed. The fully qualified server name or the IP address may be given.
User account and password	User account and password used by the generic database connector to log in to the external database. Make a user account available with sufficient permissions.
Database	Name of the external database to be synchronized.
Port	Communication port of the PostgreSQL instance.

To configure the connection to a known database

On the Database connection page, enter the connection parameters. Enter all the parameters required by the generic database connector to create a connection with the selected database system.
- To enter additional system-specific information about the system connection, click Advanced.
The database system connection is tested the moment you click Next.

On the Describe the database page, enter a display name and a unique identifier for the database connection.
- Database display name: Display name of the database for displaying in the One Identity Manager tools.
- System identifier: Unique system identifier.
  IMPORTANT: The system identifier of the database must be unique. These identifiers help to differentiate between the databases. To prevent incorrect behavior and loss of data ensure that the system identifiers are unique within the One Identity Manager environment.
  - Identifiers may not be defined more than once.
  - Identifiers must not be changed after the connection is saved.
- System category: Category for further differentiation of system types. A maximum of 16 characters, consisting of numbers and letters, are permitted for the identifier.
  
  Connections with the generic database connector are usually stored with the DB system type. The system category allows one more classification into subtypes. This allows different database connections with differing content to be distinguished from one another.
  
  Example:
  
  Connection 1: type=DB, subtype=Rights
  
  Connection 2: type=DB, subtype=PersonImport
On the Load configuration page, you can enter a file from which the connection configuration can be loaded. This data is used in subsequent steps in the connection wizard and can be modified there.
On the Time zone selection page, select the time zone for the time zone data in the database. The time zone is required to convert the time saved in the database into the local time. The local time is displayed in One Identity Manager tools.
On the Initializing page, you can specify additional connection settings. Write a script in the database syntax to specify number and date formats, language, and data sort order, for example. This script is then run every time you connect the system.

On the Select partial schemas page, you can reduce the database schema by selecting partial schemas. If the database contains several schema, specify here, which schemas are loaded into the synchronization project.
- In the Partial schemas/owner list, enable the schemas you want to be processed.
NOTE: This page is only shown for database systems that allow more than one schema (DB2 (LUW), SQL Server, Oracle Database, PostgreSQL).

The database schema is loaded on the Schema detection page. during which One Identity Manager tries to identify a known schema.
- If a One Identity Manager schema is detected, the Fill in system description completely option is displayed. If you only want allow read-only access to the database, you can deactivate this option.
If the schema is loaded successfully, the next step in the sequence can be carried out.

On the Extend key information page, specify columns for each table to be used as unique keys for identifying objects.

NOTE:

This page is only displayed if the schema of the external database there are tables with no identifiable unique keys.
Tables without unique keys are not used in the synchronization configuration.

Table 8: Defining unique keys
Property	Description
Hide unconfigured tables	Specifies whether tables are hidden if no settings have been changed.
Schema	Tables without a unique key.
Column is key	Specifies whether the column contains a unique key.
Column group	Button for editing column groups. Create a column group, if a unique key can only be made of a combination of more than one column. To create a column group, click Add. To edit or remove an existing column group, click Edit or remove.

Table 9: Column group properties
Property	Description
Key name	Column group identifier. Permitted characters are letters and underscore. A virtual schema property is formed from the column group called vrtColumnGroup<column group>.
Columns	Columns included in the column group. Mark all the columns that together make up the unique key. NOTE: Columns of type Char are not supported.

On the Define data relations page, you can enter information about object relations.

Table 10: Defining column relations
Property	Description
Hide unconfigured tables	Specifies whether tables are hidden if no settings have been changed.
Schema	Database schema tables.
Target(s)	Columns to which the reference refers. Enter the table and column name in the following syntax: <schema>.]<table name>.<column name> If a reference points to several column, enter the targets in a comma delimited list. The target columns must be labeled as key columns. TIP: You can copy the column name of a referenced column using the Copy fully qualified column names item in the context menu and add this as a target.
Referential integrity enabled	Specifies whether the referential integrity of the data in the target table has been tested.

On the Complete schema page, you can enter additional schema information.

Table 11: Additional schema information
Property	Description
Hide unconfigured tables	Specifies whether tables are hidden if no settings have been changed.
Schema	Tables and schemas of the database schema.
Display value	Column used in the display pattern. To use the column in the display pattern, click Add.
Preferred key	Specifies whether the column is primarily used for object identification. A preferred key can defined, if a table has more than one unique key. Only columns with the String data type can be selected.
Contains sensitive data	Specifies whether the column contains sensitive data.
Revision counter	Specifies whether the column contains the revision counter. The data in this column form the comparison value for revision filtering.
Sort criteria for hierarchies	Specifies whether the value in this column maps the path in an object hierarchy. If this table’s objects are sorted by this column, it results in a list sorted in hierarchical order. This makes it possible to resolve object dependencies. Only one column per table can be marked as a sort criterion. An example is the CanonicalName column.
Scope reference	Specifies whether the column can be used to form the reference scope. Only one column per schema type can be labeled as the reference scope.
Auto fill behavior	Specifies whether the values entered in the column are identified automatically.
Enable compatible null handling	Specifies whether a null value in the column is converted to an empty string.

Table 12: Table properties
Property	Description
Display template	Display pattern with which the objects in the Synchronization Editor are displayed. The display pattern is, for example, used in error messages or test result from object matching rules. The display pattern is, for example, used in error messages or in the test results from object matching rules. Enter a display table for each display pattern. To use a column in the display pattern, select a column and click Add.

On the Define data operations page, you can specify special operations for changing data in the external database. This is only required, if the default operations INSERT, UPDATE, and DELETE cannot be used in the external database system.

WARNING: A good knowledge of programming is required to implement data operations. Errors in this implementation can lead to loss of data.

To define a data operation

Select a table and mark the operation you want to define.
Select a strategy.
Enter the data operation you want to run in the Settings input field.

Table 13: Defining data operations
Property	Description
Hide unconfigured tables	Specifies whether tables are hidden if no settings have been changed.
Table/operation	Tables for which the data operations are to be defined.
Strategy	Strategy with which the data operation is created and run. A simple procedure can be called for a data operation or a script can be run. Select the strategy you want use to define the data operation. Pattern based: Simple procedure call that runs the operation. NOTE: If column names are referenced that contain special characters, replace the special characters with an underscore (_). Special characters are everything apart from letters, numbers and underscore. Script based: Script that performs a complex data operation. You can use custom code snippets in the script. The code snippets must contain a keyword element with the DML keyword. For more detailed information about support for writing scripts, see the One Identity Manager Target System Synchronization Reference Guide. Click to delete a data operation.
Required columns	List of required key columns in a script-based data operation. The columns must be entered if they are not part of the display name.
Settings	Define the data operation that is to be run when objects are added, updated, or deleted. Enter the procedure call or create a script depending on the selected strategy. Example of a pattern-based data operation: exec CreateUser('%Uid%','%FirstName%','%LastName%') It has an advanced edit mode which provides additional actions. For more information about support for creating scripts, see the One Identity Manager Target System Synchronization Reference Guide.

The Extend target system schema page opens if you enable the Fill in system description completely option on the Load schema page or make settings on the Define data operations page. You can add virtual schema properties to the target system schema here. Use the virtual schema properties to provide additional data for your own DML handling.

Table 14: Virtual schema properties
Property	Description
Hide unconfigured tables	Specifies whether tables are hidden if no settings have been changed.
Schema	Tables in the target system schema for which virtual schema properties can be added or exist already.
Virtual schema properties	Buttons for editing virtual schema properties Click Add to add a virtual schema property. Click Edit or remove to edit or delete a virtual schema property.
Data type	Data type of the schema property
Multivalue	Specifies whether the schema property has multiple values
Required field	Specifies whether the schema property is a mandatory property
Secret	Specifies whether the schema property value may be displayed in the Synchronization Editor or in logs, reports, and messages. If this option is set, the value is not displayed.

To edit or delete a virtual schema property

In the Schema column, open the node of the table with the schema properties that you want to edit or delete.
Click Edit or remove.
Edit the properties of the virtual schema property.

- OR -

Click Delete.

Identity Manager 9.0 LTS - Generic Database Connector User Guide for Connecting PostgreSQL Databases

Creating a synchronization project

Detailed information about this topic

Creating a synchronization project

Connecting a system to a PostgreSQL database

Related topics

Updating schemas

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Identity Manager 9.0 LTS - Generic Database Connector User Guide for Connecting PostgreSQL Databases

Creating a synchronization project

Detailed information about this topic

Creating a synchronization project

Connecting a system to a PostgreSQL database

Related topics

Updating schemas