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Identity Manager 8.0 - One Identity Manager Connector User Guide

Creating a Synchronization Project

Creating a Synchronization Project

A synchronization project collects all the information required for synchronizing the One Identity Manager database with a target system. Connection data for target systems, schema types and properties, mapping and synchronization workflows all belong to this.

Make the following information available for setting up a synchronization project for synchronizing with the One Identity Manager connector.

Table 7: Information Required for Setting up a Synchronization Project
Data Explanation

Synchronization serverClosed

All One Identity Manager Service actions are executed against the target system environment on the synchronization server. Entries which are necessary for synchronization and administration with the One Identity Manager database are processed by the synchronization server.

Installed components:

  • One Identity Manager Service (started)

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

For more information, see Setting Up the Synchronization Server.

Remote connection serverClosed

To configure synchronization with a target system, One Identity Manager must load the data from the target system. One Identity Manager communicates directly with target system to do this. If you do not have direct access on the workstation on which the SynchronizationClosed Editor is installed, because of the firewall configuration, for example, 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

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

TIP: The remote connection server requires the same configuration (with respect to the installed software) as the synchronization server. Use the synchronization as remote connection server at the same time, by simply installing the RemoteConnectPlugin as well.

For more detailed information about setting up a remote connection, see the One Identity Manager Target System Synchronization Reference Guide.

Synchronization workflowClosed Set the option Data import in the synchronization step if synchronization data is imported from a secondary system. You cannot select the processing method "MarkAsOutstanding" for these synchronization steps.

For more detailed information about synchronizing user data with different systems, see the One Identity Manager Target System Synchronization Reference Guide.

Base objectClosed

You cannot normally specify a base object for synchronizing with database connectors. In this case, assignment of one base table and the synchronization server is sufficient.

  • Select the Base table from the menu in which to load the objects. The base table can be used to defined downstream processes for synchronization. For more information about downstream processes, see the One Identity Manager Target System Synchronization Reference Guide.
  • All Job servers, which have the server function "One Identity Manager connector" enabled are displayed in the Synchronization servers menu.
Variable setClosed If you implement specialized variable sets, ensure that the start up configuration and the base object use the same variable set.

To configure synchronization with the One Identity Manager connector

  1. Create a new synchronization project.
  1. Add mappings. Define property mapping rules and object matching rules.
  2. Create synchronization workflows.
  3. Create a start up configuration.
  4. Define the synchronization scope.
  5. Specify the base object of the synchronization.
  6. Specify the extent of the synchronization log.
  7. Run a consistency check.
  8. Activate the synchronization project.
  9. Save the new synchronization project in the database.
Detailed information about this topic

How to Set up a Synchronization Project

How to Set up a Synchronization Project

There is an wizard to assist you with setting up a synchronization project. This wizard takes you all the steps you need to set up initial synchronization with a target system. Click Next once you have entered all the data for a step.

NOTE: The following sequence describes how you configure a synchronization project if the Synchronization EditorClosed is both:
  • In default mode
  • Started from the launchpad

Additional settings can be made if the project wizard is run in expert mode or is started directly from the SynchronizationClosed Editor. Follow the project wizard instructions through these steps.

To set up a synchronization project

  1. Start the Launchpad and log on to the One Identity Manager database.

    NOTE: If synchronization is executed by an application server, connect the database through the application server.
  1. Select One Identity Manager connector. Click Run.

    This starts the Synchronization Editor's project wizard.

  1. Specify how the One Identity Manager can access the target system on the System access page.
    • If you have access from the workstation from which you started the Synchronization Editor, do not set anything.
    • If you do not have access from the workstation from which you started the Synchronization Editor, you can set up a remote connection.

      In this case, set the option Connect using remote connection server and select, under Job serverClosed, the server you want to use for the connection.

  • Click Next to start the system connection wizard to create a connection to a One Identity Manager database.
  1. Click Next on the start page of system connection wizard.
  2. Select the database system to which you want to connect on the Select database system page.
  3. Enter the database connection data on the Connection parameters page.
    Table 8: SQL Server Database ConnectionClosed Data
    Data Description

    Server

    Database server.

    Windows authentication

    Specifies whether 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

    Database user.

    Password

    Database user password.

    Database

    Database.

    Table 9: Oracle Database Connection Data
    Data Description
    Direct access (without Oracle client) Set this option for direct access.

    Deactivate this option for access via Oracle Clients.

    Which connection data is required, depends on how this option is set.

    Server Database server.
    Port Oracle instance port.
    Service name Service name.
    User Oracle database user.
    Password Database user password.
    Data source TNS alias name from TNSNames.ora.
    • To enter additional information about the database connection, click Advanced options.
  4. Enter the private key for encrypting the database on the Encryption page.
  5. You can save the connection data on the last page of the system connection wizard.
    • Set the option Save connection locally 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. Verify the One Identity Manager database connection data on the One Identity Manager connection page. The data is loaded from the connected database. Reenter the password.

    NOTE: Reenter all the connection data if you are not working with an encrypted One Identity Manager database and no synchronization project has been saved yet in the database. 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. Select a project template on the Select project template page to use for setting up the synchronization configuration.

    NOTE: The One Identity Manager connection does not provide a default project template for setting up synchronization. If you have created your own project template, you can select it to configure the synchronization project. Otherwise, select Create blank project.
  1. Enter the general setting for the synchronization project on the General page.
    Table 10: General Synchronization Project Properties
    Property Description
    Display name Display name for the synchronization project.
    Script language Language in which the scripts for this synchronization project are written.

    Scripts are implemented at various points in the synchronization configuration. Specify the script language when you set up an empty project.

    Important: The script language cannot be changed after the synchronization project has been saved.

    If you use a project template, the template's script language is used.

    Description Spare text box for additional explanation.
  1. Click Finish to complete the project wizard.
  2. Save the synchronization project in the database.

Updating Schemas

Updating Schemas

All the schema data (schema types and schema properties) of the target system schema and the One Identity Manager schema are available when you are editing a synchronization project. Only a part of this data is really needed for configuring synchronization. If a synchronization project is finished, the schema is compressed to remove unnecessary data from the synchronization project. This can speed up loading the synchronization project. Deleted schema data can be added to the synchronization configuration again at a later point.

If the target system schema or the One Identity Manager schema has changed, these changes must also be added to the synchronization configuration. Then the changes can be added to the schema property mapping.

To include schema data that have been deleted through compressing and schema modifications in the synchronization project, update each schema in the synchronization project. This may be necessary if:

  • A schema was changed by:
    • Changes to a target system schema
    • Customizations to the One Identity Manager schema
    • A One Identity Manager update migration
  • A schema in the synchronization project was shrunk by:
    • Activating the synchronization project
    • Synchronization projectClosed initial save
    • Compressing a schema

To update a system connection schema

  1. Select the category Configuration | Target system.

    - OR -

    Select the category

    Configuration | One Identity Manager connection.

  2. Select the view General and click Update schema.
  3. Confirm the security prompt with Yes.

    This reloads the schema data.

To edit a mapping

  1. Select the category Mappings.
  2. Select a mapping in the navigation view.

    Opens the MappingClosed Editor. For more detailed information about editing mappings, see One Identity Manager Target SystemClosed SynchronizationClosed Reference Guide.

NOTE: The synchronization is deactivated if the schema of an activated synchronization project is updated. Reactivate the synchronization project to synchronize.

Starting Synchronization

Starting Synchronization

SynchronizationClosed is started using scheduled process plans. A scheduled process plan is added once a start up configuration is assigned to a schedule. Use schedules to define executing times for synchronization.

NOTES: Synchronization can only be started if the synchronization project is enabled.

To execute synchronization regularly, configure and activate the a schedule. You can also start synchronization manually if there is no active schedule.

IMPORTANT: As long as synchronization is running, you must not start another synchronization for the same target system. This applies especially, if the same synchronization objects would be processed.

  • The moment another synchronization is started with the same start up configuration, the running synchronization process is stopped and given the status, "Frozen". An error message is written to the One Identity Manager Service log file.
  • If another synchronization is started with another start up configuration, that addresses same target system, it may lead to synchronization error or loss of data. Plan your start times carefully. If possible, specify your start times so that synchronization does not overlap.
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