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Identity Manager 8.1.5 - Administration Guide for Connecting to a Universal Cloud Interface

Table of Contents

Managing Universal Cloud Interface environments

Architecture overview One Identity Manager users for managing cloud target systems

Setting up synchronization with a cloud application in Universal Cloud Interface

Users and permissions for synchronizing Setting up the synchronization server Creating a synchronization project for initial synchronization of a cloud application Start up configuration Displaying synchronization results Customizing the synchronization configuration

How to configure Universal Cloud Interface synchronization Configuring synchronization of multiple cloud applications Updating schemas

Speeding up synchronization with revision filtering Post-processing outstanding objects Accelerating provisioning and single object synchronization Help for the analysis of synchronization issues Disabling synchronization

Basic data for managing a Universal Cloud Interface environment

Setting up account definitions

Creating an account definition

Master data for an account definition

Creating manage levels

Master data for manage levels

Creating a formatting rule for IT operating data Collecting IT operating data Modify IT operating data Assigning account definitions to employees

Assigning account definitions to departments, cost centers, and locations Assigning an account definition to business roles Assigning account definitions to all employees Assigning account definitions directly to employees Assigning account definitions to system roles Adding account definitions in the IT Shop

Assigning account definitions to a cloud target system Deleting an account definition

Password policies for user accounts

Predefined password policies Using password policies Editing password policies

General master data for password policies Policy settings Character classes for passwords

Custom scripts for password requirements

Script for checking passwords Script for generating a password

Password exclusion list Checking a password Testing password generation

Initial password for new user accounts Email notifications about login data Target system managers Editing a server

Master data for a Job server Specifying server functions

Cloud target systems

General master data for a cloud target system Specifying categories for inheriting groups Alternative column names How to edit a synchronization project

Container structures in a cloud target system Cloud user accounts

Linking user accounts to employees Supported user account types Entering user account master data

Additional master data for a user account User account login data Identification details Contact data User-defined master data

Additional tasks for managing user accounts

Overview of the user account Assigning groups directly to user accounts Assigning permissions controls Assigning extended properties

Automatic assignment of employees to user accounts

Editing search criteria for automatic employee assignment

Locking and unlocking user accounts Deleting user accounts

Entering master data for a group User-defined master data for a group Assigning groups to user accounts

Assigning groups to departments, cost centers, and locations Assigning groups to business roles Assigning user accounts directly to a group Adding groups to system roles Adding groups to the IT Shop

Additional tasks for managing groups

Overview of groups Adding groups to groups Effectiveness of group memberships Group inheritance based on categories Assigning permissions controls Assigning extended properties

Deleting groups

Cloud permissions controls

General master data for permissions controls User-defined master data for permissions controls Additional tasks for permissions controls

Permissions control overview Assigning permissions controls to user accounts Assigning permissions controls to groups

Deleting permissions controls

Provisioning object changes

The provisioning sequence Displaying pending changes Retention time for pending changes

Reports about objects in cloud target systems

Overview of all assignments

Configuration parameters for managing cloud target systems Default project template for cloud applications in the Universal Cloud Interface

Assigning groups to business roles

Installed modules:

Business Roles Module

You assign groups to business roles in order to assign them to user accounts over business roles.

To assign a group to a business role (non role-based login)

In the Manager, select the Cloud Target Systems | <target system> | Groups category.
Select the group in the result list.
Select the Assign business roles task.
In the Add assignments pane, assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.

To remove an assignment
- Select the business role and double-click .
Save the changes.

To assign groups to a business role (non role-based login)

In the Manager, select the Business roles | <role class> category.
Select the business role in the result list.
Select the Assign cloud groups task.
In the Add assignments pane, assign groups.
TIP: In the Remove assignments pane, you can remove the assignment of groups.

To remove an assignment
- Select the group and double-click .
Save the changes.

Related topics

Assigning user accounts directly to a group

Groups can be assigned directly or indirectly to user accounts. Indirect assignment is done by allocating the employee and groups into company structures such as departments, cost centers, locations, or business roles. If the employee has a user account in the cloud target system, the cloud groups in the role are inherited by this user account.

To react quickly to special requests, you can assign groups directly to user accounts.

To assign a group directly to user accounts

In the Manager, select the Cloud Target Systems | <target system> | Groups category.
Select the group in the result list.
Select the Assign user accounts task.
In Add assignments pane, assign user accounts.
TIP: In the Remove assignments pane, you can remove assigned user accounts.

To remove an assignment
- Select the user account and double-click .
Save the changes.

Related topics

Adding groups to system roles

Installed modules:

System Roles Module

Use this task to add a group to system roles. If you assign a system role to employees, all the user accounts belonging to these employees inherit the group.

NOTE: Groups with Only use in IT Shop set can only be assigned to system roles that also have this option set. For more detailed information, see the One Identity Manager System Roles Administration Guide.

To assign a group to system roles

In the Manager, select the Cloud Target Systems | <target system> | Groups category.
Select the group in the result list.
Select the Assign system roles task.
In the Add assignments pane, assign system roles.
TIP: In the Remove assignments pane, you can remove assigned system roles.

To remove an assignment
- Select the system role and double-click .
Save the changes.

Related topics

Adding groups to the IT Shop

When you assign a group to an IT Shop shelf, it can be requested by the shop customers. To ensure it can be requested, further prerequisites need to be guaranteed:

The group must be labeled with the IT Shop option.
The group must be assigned a service item.

TIP: In the Web Portal, all products that can be requested are grouped together by service category. To make the group easier to find in the Web Portal, assign a service category to the service item.
If you only want the group to be assigned to employees through IT Shop requests, the group must also be labeled with the Use only in IT Shop option. Direct assignment to hierarchical roles or user accounts is no longer permitted.

NOTE: With role-based login, the IT Shop administrators can assign groups to IT Shop shelves. Target system administrators are not authorized to add groups to IT Shop.

To add a group to the IT Shop.

In the Manager, select the Cloud Target Systems | <Target system> | Groups (non role-based login) category.

- OR -

In the Manager, select the Entitlements | Cloud groups (role-based login) category.
In the result list, select the group.
Select the Add to IT Shop task.
In the Add assignments pane, assign the group to the IT Shop shelves.
Save the changes.

To remove a group from individual shelves of the IT Shop

In the Manager, select the Cloud Target Systems | <Target system> | Groups (non role-based login) category.

- OR -

In the Manager, select the Entitlements | Cloud groups (role-based login) category.
In the result list, select the group.
Select the Add to IT Shop task.
In the Remove assignments pane, remove the group from the IT Shop shelves.
Save the changes.

To remove a group from all shelves of the IT Shop

In the Manager, select the Cloud Target Systems | <Target system> | Groups (non role-based login) category.

- OR -

In the Manager, select the Entitlements | Cloud groups (role-based login) category.
In the result list, select the group.
Select the Remove from all shelves (IT Shop) task.
Confirm the security prompt with Yes.
Click OK.
The group is removed from all shelves by the One Identity Manager Service. All requests and assignment requests with are canceled.

For more detailed information about requesting company resources through the IT Shop, see the One Identity Manager IT Shop Administration Guide.

Related topics

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