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Identity Manager 9.1.2 - Administration Guide for Active Roles Integration

One Identity Active Roles integration Synchronizing Active Directory using One Identity Active Roles Interaction with Active Roles workflows Interaction with Active Roles policies Managing Active Directory objects Configuration parameters for managing an Active Directory environment Default project template for One Identity Active Roles Active Roles connector settings

Creating a synchronization project for initial synchronization of an Active Directory domain through One Identity Active Roles

Use the Synchronization Editor to configure synchronization between the One Identity Manager database and Active Directory environment. The following describes the steps for initial configuration of a synchronization project. For more information about setting up synchronization, see the One Identity Manager Target System Synchronization Reference Guide.

After the initial configuration, you can customize and configure workflows within the synchronization project. Use the workflow wizard in the Synchronization Editor for this. The Synchronization Editor also provides different configuration options for a synchronization project.

Related topics

Information required for setting up a synchronization project

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

Table 2: Information required for setting up a synchronization project
Data Explanation

Distinguished name of the domain.

Distinguished LDAP domain name

User account and password for logging into Active Roles.

User account and password for logging into Active Roles. Make a user account available with sufficient permissions. For more information, see Permissions required for synchronizing with One Identity Active Roles.

DNS name or IP address of the Active Roles server.

DNS name or IP address of the Active Roles server that connects against the synchronization server.

Example:

<Name of servers>.<Fully qualified domain name>

Synchronization server for Active Directory

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.

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

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.

  • Server function: Active Roles connector

  • Machine role: Server | Job Server | Active Directory

For more information, see System requirements for the synchronization server.

One Identity Manager database connection data

  • Database server

  • Database name

  • SQL Server login and password

  • Specifies whether integrated Windows authentication is used

    Use of the integrated Windows 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

  • Active Roles 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 installing the RemoteConnectPlugin as well.

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

Creating an initial synchronization project for Active Directory domains

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 an initial synchronization project for an Active Directory domain using Active Roles.

  1. Start the Synchronization Editor and log into the One Identity Manager database.

  2. Select the start page. Click Start a new synchronization project.

    This starts the project wizard.

  3. Click Next on the welcome page.

  1. On the Choose target system page, select the Active Roles connector.

  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 Target server page, enter the Active Roles server to which you want to connect. If possible, servers are determined automatically.

    • In the Host name/IP address menu, select a target server.

    • If the server cannot be found automatically, in the Host name/IP address field, enter the DNS name or the IP address.

  2. On the Credentials page, enter the user account for accessing Active Roles.

    • To use the user account of the currently logged in user, enable the Use current credentials (current user/service account) option. In the case of synchronization, this is the user account that the One Identity Manager Service is running under.

    • To use a specified user account, enter the user account and password for logging into the target system.

    NOTE: If you do not enter a specified user account, the current user account is also used in the Synchronization Editor during configuration.

    The user account used with the Synchronization Editor may differ from the One Identity Manager Service's user account. In this case, it is recommended you use the RemoteConnectPlugin. This ensures that the same user account is used during configuration with the Synchronization Editor as is used in the service context.

  3. On the Domain/root entry selection page, select the domain you want to synchronize or enter the root entry's distinguished name.

  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: Read-only access to target system.
    Table 3: Specify target system access
    Option Meaning

    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 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 the synchronization server to run the 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 Job server for the target system in the One Identity Manager database.

    4. 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.

    This sets up, saves and immediately activates the synchronization project.

    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.

    • 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.

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

Related topics

Customizing the synchronization configuration

For more information about customizing synchronization for an Active Directory environment, see the One Identity Manager Administration Guide for Connecting to Active Directory.

Having used the Synchronization Editor to set up a synchronization project for initial synchronization of an Active Directory domain, you can use the synchronization project to load Active Directory objects into the One Identity Manager database. If you manage user accounts and their authorizations with One Identity Manager, changes are provisioned in the Active Directory environment.

You must customize the synchronization configuration to be able to regularly compare the database with the Active Directory environment and to synchronize changes.

  • To use One Identity Manager as the primary system during synchronization, create a workflow with synchronization in the direction of the Target system.

  • You can use variables to create generally applicable synchronization configurations that contain the necessary information about the synchronization objects when synchronization starts. Variables can be implemented in base objects, schema classes, or processing method, for example.

  • Use variables to set up a synchronization project for synchronizing different domains. Store a connection parameter as a variable for logging in to the domain.

  • To specify which Active Directory objects and database objects are included in synchronization, edit the scope of the target system connection and the One Identity Manager database connection. To prevent data inconsistencies, define the same scope in both systems. If no scope is defined, all objects will be synchronized.

  • Update the schema in the synchronization project if the One Identity Manager schema or target system schema has changed. Then you can add the changes to the mapping.

  • To synchronize additional schema properties, update the schema in the synchronization project. Include the schema extensions in the mapping.

For more information about configuring synchronization, see the One Identity Manager Target System Synchronization Reference Guide.

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