To set up an initial synchronization project for One Identity Safeguard

1. 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.

2. Select the Target system type Privileged Account Management entry and click Start.

   This starts the Synchronization Editor's project wizard.

3. 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.

4. On the Connection parameters page, enter the following information:

   • Appliance hostname or IP: Enter the host name or IP address of the appliance. If you use a cluster of multiple One Identity Safeguard appliances, enter the primary appliance here.

     NOTE: This value must be adjusted if the primary appliance changes in the cluster. On the Description of the appliance page, if the Always connect to the primary cluster node option is set, the primary appliance is calculated automatically.

   • Trusted certificate thumbprint: Enter the thumbprint of the trusted certificate used by the synchronization user and by the user account of One Identity Manager Service.

   • Ignore SSL connection errors: You should only activate this option for test purposes, because this may lead to potential trusting of insecure connections.

   • Click Test connection data to test the connection. The system tries to establish a connection to the appliance.

5. On the Description of the appliance page, enter the following information:

   • Appliance display name: Enter a name for displaying in One Identity Manager tools.

   • System identifier: Enter a unique identifier to identify the device.

     CAUTION: The system identifier must describe the appliance uniquely. Appliances are differentiated on the basis of the system identifier. If you use an identifier more than once for different appliances, it can cause errors and loss of data.

   • Always connect to the primary cluster node: This option is automatically set if a One Identity Safeguard cluster is identified when the connection is tested. If you use a cluster of multiple One Identity Safeguard appliances, this option should be enabled.

6. 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.

7. 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.

8. 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.

9. 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 5: 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.

10. 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.

11. 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

• Information required for setting up a synchronization project

• Users and permissions for synchronizing with a One Identity Safeguard appliance

• Setting up the One Identity Safeguard synchronization server

• Configuring the synchronization log

• Customizing the synchronization configuration for One Identity Safeguard

• Tasks following synchronization

• Default project template for One Identity Safeguard

• One Identity Safeguard connector settings

• Known issues about connecting One Identity Safeguard appliances