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Identity Manager 8.0 - Administration Guide for Connecting to the Universal Cloud Interface

Managing Universal Cloud Interface Environments Setting up Synchronization with a Cloud Application in the Universal Cloud Interface Base Data for Managing Universal Cloud Interface Cloud Target Systems Container Structures in a Cloud Target System Cloud User Accounts Cloud Groups Cloud Permissions Controls Provisioning Object Changes Reports about Objects in Cloud Target Systems Appendix: Configuration Parameters for Managing Cloud Target Systems Appendix: Default Project Template for Cloud Application in the Universal Cloud Interface

Assigning Permissions Controls

Assigning Permissions Controls

Use this task to assign permissions controls directly to user accounts.

To assign permissions controls to a user account

  1. Select the category Cloud Target Systems | <target system> | User accounts.
  2. Select the user account in the result list.
  3. Select Assign permissions controls.
  4. Assign permissions controls in Add assignments.

    - OR -

    Remove permissions controls from Remove assignments.

  5. Save the changes.

Assigning Extended Properties

Assigning Extended Properties

Extended properties are meta objects that cannot be mapped directly in the One Identity Manager, for example, operating codes, cost codes or cost accounting areas.

To specify extended properties for a user account

  1. Select the category Cloud Target Systems | <target system> | User accounts.
  2. Select the user account in the result list.
  3. Select Assign extended properties in the task view.
  4. Assign extended properties in Add assignments.

    - OR -

    Remove assignments to extended properties in Remove assignments.

  5. Save the changes.

For more detailed information about setting up extended properties, see the One Identity Manager Identity Management Base Module Administration Guide.

Automatic Assignment of Employees to User Accounts

Automatic Assignment of Employees to User Accounts

Table 37: Configuration Parameters for Synchronizing a Cloud Application
Configuration parameter Meaning

TargetSystem\CSM\PersonAutoDefault

This configuration parameter specifies the mode for automatic employee assignment for user accounts added to the database outside synchronization.

TargetSystem\CSM\PersonAutoDisabledAccounts

This configuration parameters specifies whether employees are automatically assigned to disable user accounts. User accounts do not obtain an account definition.

TargetSystem\CSM\PersonAutoFullSync

This configuration parameter specifies the mode for automatic employee assignment for user accounts added to or updated in the database through synchronization.

TargetSystem\CSM\PersonExcludeList

List of all user accounts for which automatic employee assignment should not take place. Names given in a pipe (|) delimited list that is handled as a regular search pattern.

When you add a user account, an existing employee can be assigned automatically or added if necessary. In the process, the employee master data is created based for existing user master data. This mechanism can follow on after a new user account has been created manually or through synchronization. Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee 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 employees 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 employee assignment to user accounts remain intact.

NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use the task Change master data to assign employees to administrative user account for the respective user account.

Run the following tasks to assign employees automatically.

  • If employees can be assigned by user accounts during synchronization, set the parameter "TargetSystem\CSM\PersonAutoFullsync" in the Designer and select the required mode.
  • If employees can be assigned by user accounts outside synchronization, set the parameter "TargetSystem\CSM\PersonAutoDefault" in the Designer and select the required mode.
  • Specify the user accounts in the configuration parameter "TargetSystem\CSM\PersonExcludeList" which must not be assigned automatically to employees.

    Example:

    Administrator

  • Assign an account definition to the cloud target system. Ensure the manage level to be used is entered as default automation level.
  • Define the search criteria for employees assigned to the cloud target system.

NOTE:

The following applies for synchronization:

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

The following applies outside synchronization:

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

NOTE: Following synchronization, employees are automatically created for user accounts in the default installation. If there are no account definitions for the target system at the time of synchronization, user accounts are linked to employees. However, account definitions are not assigned. The user accounts are, therefore, in a "Linked" state.

To select user accounts through account definitions

  1. Create an account definition.
  2. Assign an account definition to the target system.
  3. Assign the account definition and manage level to the user accounts in a "linked" state.
    1. Select the category Cloud Target Systems | <target system> | User accounts Linked but not configured | <target system>.
    2. Select the task Assign account definition to linked accounts.

For more detailed information about assigning employees automatically, see the One Identity Manager Target SystemClosed Base Module Administration Guide.

Related Topics

Editing Search Criteria for Automatic Employee Assignment

Editing Search Criteria for Automatic Employee Assignment

Criteria for employee assignment are defined in the target system. In this case, you specify which user account properties must match the employee’s properties such that the employee can be assigned to the user account. You can limit search criteria further by using format definitions. The search criteria are written in XML notation in the column "Search criteria for automatic employee assignment" (AccountToPersonMatchingRule) of the CSMRoot table.

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

NOTE: When the employees are assigned to user accounts on the basis of search criteria, user accounts are given 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.

It is not recommended to make assignment to administrative user accounts based on search criteria. Use the task Change master data to assign employees to administrative user account for the respective user account.

To define employee assignment criteria for a cloud target system

  1. Select the category Cloud Target Systems | Basic configuration data | Cloud target systems.
  2. Select a target system in the result list.
  3. Select Define search criteria for employee assignment in the task view.
  4. Specify which user account properties must match with which employee so that the employee is linked to the user account.
    Table 38: Example for User Account Search Criteria
    Apply to Column on Employee Column on User Account
    Cloud User Accounts First name (FirstName) AND last name (LastName) First name (FirstName) AND last name (LastName)
  5. Save the changes.
Direct Assignment of Employees to User Accounts Based on a Suggestion List

You can create a suggestion list in the "Assignments" view for assignments of employees to user accounts based on the search criteria. User accounts are grouped in different views for this.

Table 39: Manual Assignment View
View Description
Suggested assignments This view lists all user accounts to which One Identity Manager can assign an employee. All employees are shown who were found using the search criteria and can be assigned.
Assigned user accounts This view lists all user accounts to which an employee is assigned.
Without employee assignment This view lists all user accounts to which no employee is assigned and for which no employee was found using the search criteria.

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

To apply search criteria to user accounts

  • 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.

To assign employees directly over a suggestion list

  1. Click Suggested assignments.
    1. Click Select for all user accounts to be assigned to the suggested employee. Multi-select is possible.
    2. Click Assign selected.
    3. Confirm the security prompt with Yes.

      The selected user accounts are assigned to the employees found using the search criteria.

    – OR –

  2. Click No employee assignment.
    1. Click Select employee... for the user account to which you want to assign the employee. Select an employee from the menu.
    2. Click Select for all user accounts to which you want to assign the selected employees. Multi-select is possible.
    3. Click Assign selected.
    4. Confirm the security prompt with Yes.

      This assigns the selected user accounts to the employees shown in the "Employee" column.

To remove assignments

  1. Click Assigned user accounts.
    1. Click Select for all user accounts whose employee assignment you want to remove. Multi-select is possible.
    2. Click Delete selected.
    3. Confirm the security prompt with Yes.

      The assigned employees are deleted from the selected user accounts.

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

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