Identity Manager 8.1 - Administration Guide for Connecting Unix-Based Target Systems

Managing Unix-Based Systems Setting Up Synchronization with a Unix-Based Target System Base Data for Unix-Based Target Systems Unix Host Unix User Accounts Unix Groups Reports about Unix Objects Appendix: Configuration parameters for managing a Unix environment Appendix: Default Project Template for Unix-Based Target Systems

Assigning Unix groups directly to Unix user accounts

Groups can be assigned directly or indirectly to a user account. Indirect assignment is carried out by allocating the employee and groups in hierarchical roles, such as departments, cost centers, locations, or business roles. If the employee has a user account in Unix, the groups in the role are inherited by this user account.

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

To assign groups directly to user accounts

  1. In Manager, select Unix | User accounts.

  2. Select the user account in the result list.

  3. Select Assign groups.

  4. Assign groups in Add assignments.

    TIP: you can remove the assignment of groups in the Remove assignments area.

    To remove an assignment

    • Select the group and double click .
  5. Save the changes.
Related Topics

Assigning extended properties to a Unix user account

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

To specify extended properties for a user account

  1. In Manager, select Unix | User accounts.

  2. Select the user account in the result list.
  3. Select Assign extended properties.
  4. Assign extended properties in Add assignments.

    TIP: In the Remove assignments area, you can remove the assignment of extended properties.

    To remove an assignment

    • Select the extended property and double click .
  5. Save the changes.

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

Automatic Assignment of Employees to Unix User Accounts

Table 28: Configuration parameters for automatic employee assignment
Configuration parameter Meaning

TargetSystem\Unix\PersonAutoFullsync

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

TargetSystem\Unix\PersonAutoDefault

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

TargetSystem\Unix\PersonExcludeList

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

Example:

ROOT

TargetSystem\Unix\
PersonAutoDisabledAccounts

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

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

    Example:

    ROOT

  • Use "TargetSystem\Unix\PersonAutoDisabledAccounts" to specify whether employees can be automatically assigned to disabled user accounts. User accounts do not obtain an account definition.
  • Assign an account definition to the host. Ensure that the manage level to be used is entered as the default manage level.
  • Define the search criteria for employees assigned to the host.

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 a synchronization, employees are automatically created for the user accounts in the default installation. If an account definition for the host is not yet known at the time of synchronization, user accounts are linked with employees. However, account definitions are not assigned. The user accounts are therefore in a Linked state.

To manage the user accounts using account definitions, assign an account definition and a manage level to these user accounts.

To select user accounts through account definitions

  1. Create an account definition.
  2. Assign an account definition to the host.
  3. Assign the account definition and manage level to user accounts in linked status.
    1. In Manager, select Unix | User accounts | Linked but not configured | <Host>.
    2. Select Assign account definition to linked accounts.

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

Related Topics

Editing Search Criteria for Automatic Employee Assignment

The criteria for employee assignment are defined for the host. 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 criterion is written in XML notation to the Search criteria for automatic employee assignment column (AccountToPersonMatchingRule) in the UNXHost 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 Change master data to assign employees to administrative user account for the respective user account.

NOTE: One Identity Manager supplies a default mapping for employee assignment. Only carry out the following steps when you want to customize the default mapping.

To specify criteria for employee assignment

  1. Select Unix | Host.
  2. Select the host 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 29: Standard search criteria for user accounts and contacts
    Apply to Column for employee Column for user account
    Unix User accounts Central user account (CentralAccount) User name (AccountName)
  5. Save the changes.
Direct assignment of employees to user accounts based on a suggestion list

In Assignments, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly. User accounts are grouped in different views for this.

Table 30: 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 which you want to assign the suggested employees. Multi-select is possible.
    2. Click Assign selected.
    3. Confirm the security prompt with Yes.

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

    – OR –

  2. Click No employee assignment.
    1. Click Select employee for the user account to which you want to assign an 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.

      The employees displayed in the Employee column are assigned to the selected user accounts.

To remove assignments

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

      The assigned employees are removed from the selected user accounts.

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

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