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Identity Manager 9.1.3 - Administration Guide for Connecting to a Universal Cloud Interface

Managing Universal Cloud Interface environments Synchronizing a cloud application in the Universal Cloud Interface
Setting up initial synchronization with a cloud application in the Universal Cloud Interface Customizing the synchronization configuration Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Provisioning object changes Managing cloud user accounts and employees Managing assignments of cloud groups and system entitlements Login information for cloud user accounts Mapping cloud objects in One Identity Manager
Cloud target systems Container structures Cloud user accounts Cloud groups Cloud system entitlements Cloud permissions controls Reports about objects in cloud target systems
Handling cloud objects in the Web Portal Basic data for managing a Universal Cloud Interface environment Configuration parameters for managing cloud target systems Default project template for cloud applications in the Universal Cloud Interface

Installing One Identity Manager Service with a Universal Cloud Interface connector

The One Identity Manager Service must be installed on the synchronization server with the Universal Cloud Interface connector. The synchronization server must be declared as a Job server in One Identity Manager.

Table 4: Properties of the Job server
Property Value

Server function

Universal Cloud Interface connector

Machine role

Server | Job Server

NOTE: If several target system environments of the same type are synchronized under the same synchronization server, it is recommended that you set up a Job server for each target system for performance reasons. This avoids unnecessary swapping of connections to target systems because a Job server only has to process tasks of the same type (re-use of existing connections).

To set up a Job server, perform the following steps.

  1. Create a Job server and install and configure the One Identity Manager Service.

    Use the One Identity Manager Service to install the Server Installer. The program runs the following steps:

    • Sets up a Job server.

    • Specifies machine roles and server function for the Job server.

    • Installs One Identity Manager Service components corresponding to the machine roles.

    • Configures the One Identity Manager Service.

    • Starts the One Identity Manager Service.

    Use the Server Installer to install the One Identity Manager Service locally or remotely.

    To remotely install the One Identity Manager Service, provide an administrative workstation on which the One Identity Manager components are installed. Ensure that the One Identity Manager components are installed on the server before installing locally. For more information about installing One Identity Manager components, see the One Identity Manager Installation Guide.

  2. If you are working with an encrypted One Identity Manager database, declare the database key in the One Identity Manager Service. For more information about working with an encrypted One Identity Manager database, see the One Identity Manager Installation Guide.

  3. To generate processes for the Job server, you need the provider, connection parameters and the authentication data. By default, this information is determined from the database connection data. If the Job server runs through an application server, you must configure extra connection data in the Designer. For more information about connection data, see the One Identity Manager Configuration Guide.

To install and configure the One Identity Manager Service on a server

  1. Start the Server Installer program.

    NOTE: To install remotely, start the Server Installer program on your administrative workstation. To install locally, start the program on the server.

  1. On the Database connection page, enter the valid connection credentials for the One Identity Manager database.

    You can connect via the application server or directly to connect to the database.

  2. On the Server properties page, specify the server on which you want to install the One Identity Manager Service.

    1. Select a Job server from the Server menu.

      - OR -

      To create a new Job server, click Add.

    2. Enter the following data for the Job server.

      • Server: Name of the Job server.

      • Queue: Name of the queue to handle the process steps. Each Job server within the network must have a unique queue identifier. The process steps are requested by the Job queue using this exact queue name. The queue identifier is entered in the One Identity Manager Service configuration file.

      • Full server name: Full server name in accordance with DNS syntax.

        Syntax:

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

      NOTE: You can use the Extended option to make changes to other properties for the Job server. You can also edit the properties later with the Designer.

  1. On the Machine roles page, select Job server.

  2. On the Server functions page, select Universal Cloud Interface connector.

  3. On the Service Settings page, enter the connection data and check the One Identity Manager Service configuration.

    NOTE: The initial service configuration is predefined. If further changes need to be made to the configuration, you can do this later with the Designer. For more information about configuring the service, see the One Identity Manager Configuration Guide.

    For a direct connection to the database:

    1. In the module list, select Process collection > sqlprovider.

    2. Click the Connection string entry, then click the Edit button.

    3. Enter the connection data for the One Identity Manager database.

    4. Click OK.

    For a connection to the application server:

    1. In the module list, select the Process collection entry and click the Insert button.

    2. Select AppServerJobProvider and click OK.

    3. In the module list, select Process collection > AppServerJobProvider.

    4. Click the Connection string entry, then click the Edit button.

    5. Enter the address (URL) for the application server and click OK.

    6. Click the Authentication string entry and click the Edit button.

    7. In the Authentication method dialog, select the authentication module for logging in. Depending on the authentication module, other data may be required, such as user and password. For more information about One Identity Manager authentication modules, see the One Identity Manager Authorization and Authentication Guide.

    8. Click OK.

  4. To configure the installation, click Next.

  1. Confirm the security prompt with Yes.

  2. On the Select installation source page, select the directory with the install files. Change the directory if necessary.

  3. On the Service access page, enter the service's installation data.

    • Computer: Select the server, on which you want to install and start the service, from the menu or enter the server's name or IP address.

      To run the installation locally, select Local installation from the menu.

    • Service account: Enter the details of the user account that the One Identity Manager Service is running under. Enter the user account, the user account's password and password confirmation.

    The service is installed using the user account with which you are logged in to the administrative workstation. If you want to use another user account for installing the service, you can enter it in the advanced options.

    You can also change the One Identity Manager Service details, such as the installation directory, name, display name, and the One Identity Manager Service description, using the advanced options.

  4. Click Next to start installing the service.

    Installation of the service occurs automatically and may take some time.

  5. Click Finish on the last page of the Server Installer.

    NOTE: In a default installation, the service is entered in the server’s service management with the name One Identity Manager Service.

Creating a synchronization project for initial synchronization of a cloud application

Use the Synchronization Editor to set up synchronization between the Cloud Systems Management Module and the Universal Cloud Interface Module. 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 5: Information required for setting up a synchronization project
Data Explanation
Cloud application Name of the cloud application in the Universal Cloud Interface Module to synchronize.

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.

The One Identity Manager Service with the Universal Cloud Interface 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 6: Additional properties for the Job server
Property Value
Server function Universal Cloud Interface connector
Machine role Server | Job Server

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

  • Universal Cloud Interface connector is installed

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

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 a cloud application

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.

NOTE: Just one synchronization project can be created per target system and default project template used.

To set up initial synchronization project for a cloud application

  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 Universal Cloud Interface 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 start page of the system connection wizard, click Next.

  2. On the Select database system page, select the database system to which you want to connect.

  3. On the Connection parameter page, enter the connection data for the database containing the Universal Cloud Interface Module.

    • Server: Database server.

    • (Optional) Windows Authentication: Specifies whether the 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.

    • User: The user's SQL Server login name.

    • Password: Password for the user's SQL Server login.

    • Database: Select the database.

    • To enter additional information about the database connection, click Advanced options.

    • Click Test to test whether the database is accessible.

  4. On the Encryption page, enter the private key for encrypting the database.

  5. On the last page of the system connection wizard, you can save the connection data.

    • 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.

  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 Select cloud application page, select the cloud application to synchronize.

  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 7: 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.

    Two start up configurations and two default schedules are created for regular synchronization.

    Table 8: Start up configuration
    Start configuration Runtime interval

    Synchronization of the cloud application

    Daily

    Synchronization of pending changes

    Hourly

    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.

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