Quick Connect Sync Engine 5.5 - Administrator Guide

Modifying a step

To modify an existing step

1. In the Quick Connect Administration Console, open the Workflows tab.
2. Click the name of the workflow in which you want to modify a step.
3. Click the name of the step you want to modify.
4. Use the following tabs to modify the step as necessary:
   • General Options tab
   • Source tab
   • Target tab
   • Provisioning Rules tab
   • Deprovisioning Rules tab
   • Updating Rules Tab
   • Step Handlers tab

   For more information on these tabs, see the next subsections.

5. When you are finished, click Save to apply your changes.

General Options tab

On this tab you can rename the step, specify a method for processing data in the source and target connected systems, and specify conditions to stop data processing.

This tab has the following elements:

• Step name. Allows you to rename the step: type a new step name in this text box.
• Specify how to process data in connected systems. Allows you to select one of the following methods for processing data in the source and target data systems:
  • Process all data. If you select this method, each run of the step will process all data in the configured synchronization scope.
  • Process delta from last run. If you select this method, each run of the step will process only the data that has changed in the configured synchronization scope since the last run.
• Stop data processing if. Allows you to specify the conditions where you want to stop data processing in the source and target data systems.

Source tab

Allows you to view information about the source connected system and source object type specified for the synchronization step. You can also view or modify the criteria used to perform the provision, deprovision, or update operation in the step.

For all types of synchronization steps (provisioning, deprovisioning, and updating) this tab provides the following options:

• Source connected system. Displays the name of the source data system.
• Source object type. Displays the object type that is used as a source for the synchronization step.

For deprovisioning steps, this tab also provides the Deprovision target objects if option. It allows you to modify the criteria used for triggering the deprovision operation in the target data system.

For provisioning steps, this tab also provides the Provisioning Criteria option. It allows you to modify the scope of source data system objects that participate in the provisioning step. Expand Provisioning Criteria to modify the list of containers that hold the source objects you want to participate in the step. Also you can specify additional criteria for selecting source objects.

For updating steps, this tab also provides the Updating Criteria option. It allows you to modify the scope of source data system objects that participate in the updating step. Expand Updating Criteria to specify the containers that hold the source objects you want to participate in the step. You can also specify additional criteria for selecting source objects.

Target tab

Allows you to view information about the target connected system and target object type specified for the synchronization step. For provisioning steps, you can use this tab to view and modify the target container to which objects are provisioned and rules to generate unique names for provisioned objects.

For all types of synchronization steps (provisioning, deprovisioning, and updating) this tab provides the following elements:

• Target connected system. Displays the name of the data system that is currently used as a target for the synchronization step.
• Target object type. Displays the object type that is currently used as a target for the synchronization step.

For provisioning steps related to certain types of target data systems, this tab may also provide any of the following additional elements:

• Target container. Allows you to specify the target data system container to which you want to provision objects from the source data system. For more information, see Generating object names by using rules.
• Rules to generate unique object name. Allows you to set up a list of rules to generate a unique name for each object being provisioned. For more information, see Generating object names by using rules.