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Identity Manager 8.0 - Administration Guide for Connecting to Microsoft Exchange

Managing Microsoft Exchange Environments Setting up Microsoft Exchange Synchronization Base Data for Managing Microsoft Exchange Microsoft Exchange Structure Mailboxes E-Mail Users and E-Mail Contacts Mail-enabled Distribution Groups Dynamic Distribution Group Mail-Enabled Public Folder Extensions for Supporting Exchange hybrid Troubleshooting Appendix: Configuration Parameters for Managing a Microsoft Exchange Environment Appendix: Default Project Template for Microsoft Exchange

Setting Up Manage Levels

Specify the manage level for an account definition for managing user accounts. The user account’s manage level specifies the extent of the employee’s properties that are inherited by the user account. This allows an employee to have several user accounts in one target system, for example:

  • Default user account that inherits all properties from the employee
  • Administrative user account that is associated to an employee but should not inherit the properties from the employee.

The One Identity Manager supplies a default configuration for manage levels:

  • Unmanaged

    User accounts with a manage level of "Unmanaged" become linked to an employee but do not inherit any other properties. When a new user account is added with this manage level and an employee is assigned, some of the employee's properties are transferred initially. If the employee properties are changed at a later date, the changes are not passed onto the user account.

  • Full managed

    User accounts with a manage level of "Full managed" inherit specific properties from the assigned employee.

NOTE: The manage levels "Full managed" and "Unmanaged" are evaluated in the templates. You can customize the supplied templates in the Designer.

You can define other manage levels depending on your requirements. You need to amend the templates to include manage level approaches.

Specify the effect of temporarily or permanently disabling, deleting or the security risk of an employee on its user accounts and group memberships for each manage level. For more detailed information about manage levels, see the One Identity Manager Target SystemClosed Base Module Administration Guide.

  • Employee user accounts can be locked when they are disabled, deleted or rated as a security risk so that permissions are immediately withdrawn. If the employee is reinstated at a later date, the user accounts are also reactivated.
  • You can also define group membership inheritance. Inheritance can be discontinued if desired when, for example, the employee’s user accounts are disabled and therefore cannot be members in groups. During this time, no inheritance processes should be calculated for this employee. Existing group memberships are deleted!

To assign manage levels to an account definition

  1. Select the category Active Directory | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.
  3. Select Assign manage level in the task view.
  4. Assign manage levels in Add assignments.

    - OR -

    Remove assignments to manage levels in Remove assignments.

  5. Save the changes.

IMPORTANT: The manage level "Unmanaged" is assigned automatically when an account definition is assigned and cannot be removed.

To edit a manage level

  1. Select the category Active Directory | Basic configuration data | Account definitions | Manage levels.

  2. Select the manage level in the result list. Select Change master data.

    - OR -

    Click in the result list toolbar.

  3. Edit the manage level's master data.
  4. Save the changes.
Related Topics

Master Data for a Manage Level

Enter the following data for a manage level.

Table 12: Master Data for a Manage Level
Property Description

Manage level

Name of the manage level.

Description

Spare text box for additional explanation.

IT operating data overwrites

Specifies whether user account data formatted from IT operating data is automatically updated. Permitted values are:

Never Data is not updated
always Data is always updated
Only initially Data is only initially determined.

Retain groups if temporarily disabled

Specifies whether user accounts of temporarily disabled employees retain their group memberships.

Lock user accounts if temporarily disabled

Specifies whether user accounts of temporarily disabled employees are locked.

Retain groups if permanently disabled

Specifies whether user accounts of permanently disabled employees retain group memberships.

Lock user accounts if permanently disabled

Specifies whether user accounts of permanently disabled employees are locked.

Retain groups on deferred deletion

Specifies whether user accounts of employees marked for deletion retain their group memberships.

Lock user accounts if deletion is deferred

Specifies whether user accounts of employees marked for deletion are locked.

Retain groups on security risk

Specifies whether user accounts of employees posing a security risk retain their group memberships.

Lock user accounts if security is at risk

Specifies whether user accounts of employees posing a security risk are locked.

Retain groups if user account disabled

Specifies whether locked user accounts retain their group memberships.

Creating a Formatting Rule for IT Operating Data

An account definition specifies which rules are used to form the IT operating data and which default values will be used if no IT operating data can be found through the employee's primary roles.

The following IT operating data is used in the One Identity Manager default configuration for automatic creating and modifying of user accounts for an employee in the target system.

  • Microsoft Exchange mailbox database

To create a mapping rule for IT operating data

  1. Select the category Active Directory | Basic configuration data | Account definitions | Account definitions.

  2. Select an account definition in the result list.

  3. Select Edit IT operating data mapping in the task view and enter the following data.

    Table 13: MappingClosed rule for IT operating data

    Property

    Description

    Column

    User account property for which the value is set.

    Source

    Specifies which roles to use in order to find the user account properties. You have the following options:

    • Primary department

    • Primary location

    • Primary cost center

    • Primary business roles

      NOTE: Only use the primary business role if the Business Roles Module is installed.

    • Empty

      If you select a role, you must specify a default value and set the option Always use default value.

    Default value

    Default value of the property for an employee's user account if the value is not determined dynamically from the IT operating data.

    Always use default value

    Specifies whether user account properties are always filled with the default value. IT operating data is not determined dynamically from a role.

    Notify when applying the standard

    Specifies whether email notification to a defined mailbox is sent when the default value is used. Use the mail template "Employee - new user account with default properties created". To change the mail template, modify the configuration parameter "TargetSystem\ADS\Exchange2000\Accounts\MailTemplateDefaultValues" .

  4. Save the changes.

Related Topics

Determining IT Operating Data

In order for an employee to create user accounts with the manage level "Full managed", the necessary IT operating data must be determined. The operating data required to automatically supply an employee with IT resources is shown in the departments, locations, cost centers, and business roles. An employee is assigned to one primary location, one primary department, one primary cost center or one primary business role. The necessary IT operating data is ascertained from these assignments and used in creating the user accounts. Default values are used if valid IT operating data cannot be found over the primary roles.

You can also specify IT operating data directly for a specific account definition.

Example:

Normally, each employee in department A obtains a default user account in the domain A. In addition, certain employees in department A obtain administrative user accounts in the domain A.

Create an account definition A for the default user account of the domain A and an account definition B for the administrative user account of domain A. Specify the property "Department" in the IT operating data formatting rule for the account definitions A and B in order to determine the valid IT operating data.

Specify the effective IT operating data of department A for the domain A. This IT operating data is used for standard user accounts. In addition, specify the effective account definition B IT operating data for department A. This IT operating data is used for administrative user accounts.

To specify IT operating data

  1. Select the role in the category Organizations or Business roles.
  2. Select Edit IT operating data in the task view and enter the following data.

    Table 14: IT Operating Data
    Property Description
    Organization/Business role Department, cost center, location or business role for which the IT operating data is valid.
    Effects on IT operating data application scope. The IT operating data can be used for a target system or a defined account definition.

    To specify an application scope

    1. Click next to the text box.
    2. Select the table under Table, which maps the target system or the table TSBAccountDef for an account definition.
    3. Select the concrete target system or concrete account definition under Effects on.
    4. Click OK.
    Column User account property for which the value is set.

    Columns using the script template TSB_ITDataFromOrg in their template are listed. For more detailed information, see the One Identity Manager Target SystemClosed Base Module Administration Guide.

    Value Concrete value which is assigned to the user account property.
  3. Save the changes.
Related Topics
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