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Identity Manager 9.2.1 - 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 identities Managing assignments of cloud groups and cloud system entitlements Login credentials 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

Assigning identities automatically to user accounts

When you add a user account, an existing identity can automatically be assigned to it. If necessary, a new identity can be created. The identity main data is created on the basis of existing user account main data. This mechanism can be triggered after a new user account is created either manually or through synchronization.

Define criteria for finding identities to apply to automatic identity assignment. If a user account is linked to an identity 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 identities 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 identity assignments to user accounts remain intact.

NOTE: It is not recommended to assign identities using automatic identity assignment in the case of administrative user accounts. Use Change main data to assign identities to administrative user accounts for the respective user account.

For more information about assigning identities automatically, see the One Identity Manager Target System Base Module Administration Guide.

Run the following tasks to assign identities automatically.

  • If you want identities to be assigned during the synchronization of user accounts, in the Designer, set the TargetSystem | CSM | PersonAutoFullsync configuration parameter and select the required mode.

  • If you want identities to be assigned outside synchronization, in the Designer, set the TargetSystem | CSM | PersonAutoDefault configuration parameter and select the required mode.

  • In the TargetSystem | CSM | PersonExcludeList configuration parameter, define the user accounts for which no automatic assignment to identities shall take place.

    Example:

    ADMINISTRATOR|GUEST|KRBTGT|TSINTERNETUSER|IUSR_.*|IWAM_.*|SUPPORT_.*|.* | $

    TIP: You can edit the value of the configuration parameter in the Exclude list for automatic identity assignment dialog.

    ClosedEditing the excluded list

  • Assign an account definition to the cloud target system. Ensure that the manage level to be used is entered as the default manage level.

  • Define the search criteria for identities assigned to the cloud target system.

NOTE:

The following applies for synchronization:

  • Automatic identity assignment takes effect if user accounts are added or updated.

The following applies outside synchronization:

  • Automatic identity assignment takes effect if user accounts are added.

NOTE:

In the default installation, after synchronizing, identities are automatically created for the user accounts. If an account definition for the target system is not known at the time of synchronization, user accounts are linked with identities. 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.

For more information, see Managing cloud user accounts through account definitions.

Related topics

Editing search criteria for automatic identity assignment

The criteria for identity assignments are defined for the target system. You specify which user account properties must match the identity’s properties such that the identity 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 identity assignment column (AccountToPersonMatchingRule) in the CSMRoot table.

Search criteria are evaluated when identities are automatically assigned to user accounts. Furthermore, you can create a suggestion list for assignments of identities to user accounts based on the search criteria and make the assignment directly.

NOTE: Object definitions for user accounts that can have search criteria applied to them are predefined. For example, if you require other objects definitions that limit a preselection of user accounts, set up the respective custom object definitions in the Designer. For more information, see the One Identity Manager Configuration Guide.

To define identity assignment criteria for a cloud target system

  1. In the Manager, select the Cloud target systems > Basic configuration data > Cloud target systems category.

  2. Select the target system in the result list.

  3. Select the Define search criteria for identity assignment task.

  4. Specify which user account properties must match with which identity so that the identity is linked to the user account.

    Table 13: Example of search criteria for user accounts
    Apply to Identity column Column for user account

    Cloud user accounts

    First name (FirstName) AND Last name (LastName)

    First name (FirstName) AND Last name (LastName)

  5. Save the changes.

For more information about defining search criteria, see the One Identity Manager Target System Base Module Administration Guide.

Related topics

Finding identities and directly assigning them to user accounts

Based on the search criteria, you can create a suggestion list for the assignment of identities to user accounts and make the assignment directly. User accounts are grouped in different views for this.

  • Suggested assignments: This view lists all user accounts to which One Identity Manager can assign an identity. All identities are shown that were found using the search criteria and can be assigned.

  • Assigned user accounts: This view lists all user accounts to which an identity is assigned.

  • No identity assignment: This view lists all user accounts to which no identity is assigned and for which no identity was found using the search criteria.

NOTE: To display disabled user accounts or deactivated identities in the view, enable the Even locked accounts are mapped option.

If you assign a deactivated identity to a user account, it might be locked or deleted depending on the configuration.

To apply search criteria to user accounts

  1. In the Manager, select the Cloud Target Systems > <target system> category.

  2. Select the target system in the result list.

  3. Select the Define search criteria for identity assignment task.

  4. At the bottom of the form, click Reload.

    All possible assignments based on the search criteria are found in the target system for all user accounts. The three views are updated.

TIP: By double-clicking on an entry in the view, you can view the user account and identity main data.

The assignment of identities to user accounts creates connected user accounts (Linked state). To create managed user accounts (Linked configured state), you can assign an account definition at the same time.

To assign identities directly to user accounts

  • Click Suggested assignments.

    1. Click the Selection box of all user accounts to which you want to assign the suggested identities. Multi-select is possible.

    2. (Optional) Select an account definition in the Assign this account definition menu, and select a manage level in the Assign this account manage level menu.

    3. Click Assign selected.

    4. Confirm the security prompt with Yes.

      The identities determined using the search criteria are assigned to the selected user accounts. If an account definition was selected, this is assigned to all selected user accounts.

    - OR -

  • Click No identity assignment.

    1. Click Select identity for the user account to which you want to assign an identity. Select an identity from the menu.

    2. Click the Selection box of all user accounts to which you want to assign the selected identities. Multi-select is possible.

    3. (Optional) Select an account definition in the Assign this account definition menu, and select a manage level in the Assign this account manage level menu.

    4. Click Assign selected.

    5. Confirm the security prompt with Yes.

      The identities displayed in the Identity column are assigned to the selected user accounts. If an account definition was selected, this is assigned to all selected user accounts.

To remove assignments

  • Click Assigned user accounts.

    1. Click the Selection box of all the user accounts with the identity assignment you want to delete. Multi-select is possible.

    2. Click Remove selected.

    3. Confirm the security prompt with Yes.

      The assigned identities are removed from the selected user accounts.

Changing manage levels for cloud user accounts

The default manage level is applied if you create user accounts using automatic identity assignment. You can change a user account manage level later.

To change the manage level for a user account

  1. In the Manager, select the Cloud Target Systems > target system > User accounts category.

  2. Select the user account in the result list.

  3. Select the Change main data task.

  4. Select the manage level in the Manage level list on the General tab.

  5. Save the changes.
Related topics
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