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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

Setting Up an Initial Synchronization Project

NOTE: The following sequence describes how you configure a synchronization project if Synchronization Editor is both:
  • executed In default mode, and

  • started from the launchpad

If you execute the project wizard in expert mode or directly from Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

To set up an initial synchronization project for a Unix-based target system

  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.
  2. Select Target system type Unix and click Start.

    This starts the Synchronization Editor's project wizard.

  1. Specify how One Identity Manager can access the target system on the System access page.

    • If access is possible from the workstation on which you started Synchronization Editor, you do not need to make any settings.

    • If access is not possible from the workstation on which you started Synchronization Editor, you can set up a remote connection.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. Enter the connection data for the Unix host in General connection settings.
    1. In the Server or IP input field, enter the server name or the IP address of the host.
    2. In the Port input field, enter the communications port for establishing the SSH connection. The default communications port is the TCP port 22.
    3. Enter the user account and password for SSH login on the host.
    4. Click Test to test the connection. The system tries to connect to the host.
  2. Click Test in the Verify connection pane to test the connection to the host.
  3. Select the method to use for obtaining administrative permissions on Change to administrative context.
    • Select the method "Default" if the user already possesses administrative permissions.

    • Select the method "Sudo" if the current user logged in on the host can run administrative tasks as an administrative user. Enter the alternative user, for example "root", in User.

    • Select the method "su" if administrative tasks should be executed using a different user. Enter the login data of the other user in User and Password. The default user is "root".

  1. On the One Identity Manager Connection tab, test the data for connecting to the One Identity Manager database. The data is loaded from the connected database. Reenter the password.

    NOTE: If you use an unencrypted One Identity Manager database and have not yet saved any synchronization projects to the database, you need to enter all connection data again. 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. On the Restrict target system access page, you specify how system access should work. You have the following options:
    Table 7: Specify target system access
    Option Meaning

    Read-only access to target system.

    Specifies whether a synchronization workflow is only to be set up for the initial loading of the target system into the One Identity Manager database.

    The synchronization workflow has the following characteristics:

    • Synchronization is in the direction of One Identity Manager.
    • Processing methods in the synchronization steps are only defined for synchronization in the direction of One Identity Manager

    Read/write access to target system. Provisioning available.

    Specifies whether a provisioning workflow is to be set up in addition to the synchronization workflow for the initial loading of the target system.

    The provisioning workflow displays the following characteristics:

    • Synchronization is in the direction of the Target system.
    • Processing methods are only defined in the synchronization steps for synchronization in the direction of the Target system.
    • Synchronization steps are only created for such schema classes whose schema types have write access.
  2. Select the synchronization server to execute synchronization on the Synchronization server page.

    If the synchronization server is not declared as a Job server in the One Identity Manager database yet, you can add a new Job server.

    1. Click to add a new Job server.

    2. Enter a name for the Job server and the full server name conforming to DNS syntax.

    3. Click OK.

      The synchronization server is declared as Job server for the target system in the One Identity Manager database.

      NOTE: After you save the synchronization project, ensure that this server is set up as a synchronization server.
  1. To close the project wizard, click Finish.

    This creates and allocates a default schedule for regular synchronization. Enable the schedule for regular synchronization.

    The synchronization project is created, saved and enabled immediately.

    NOTE: If you do not want the synchronization project to be activated immediately, disable the Activate and save the new synchronization project automatically option. In this case, save the synchronization project manually before closing the Synchronization Editor.

    NOTE: The connection data for the target system is saved in a variable set and can be modified under Configuration | Variables in Synchronization Editor.

To configure the content of the synchronization log

  1. Open the synchronization project in the Synchronization Editor.

  2. To configure the synchronization log for target system connection, select the category Configuration | Target system.
  3. To configure the synchronization log for the database connection, select Configuration | One Identity Manager connection.
  4. Select the General view and click Configure.
  5. Select the Synchronization log view and set Create synchronization log.
  6. Enable the data to be logged.

    NOTE: Some content generates a particularly large volume of log data. The synchronization log should only contain data required for troubleshooting and other analyses.

  7. Click OK.

To synchronize on a regular basis

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the category Configuration | Start up configurations.
  3. Select a start up configuration in the document view and click Edit schedule.
  4. Edit the schedule properties.
  5. To enable the schedule, click Activate.
  6. Click OK.

To start initial synchronization manually

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the category Configuration | Start up configurations.

  3. Select a start up configuration in the document view and click Execute.

  4. Confirm the security prompt with Yes.

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.
Related Topics

Show Synchronization Results

Synchronization results are summarized in the synchronization log. You can specify the extent of the synchronization log for each system connection individually. One Identity Manager provides several reports in which the synchronization results are organized under different criteria.

To display a synchronization log

  1. Open the synchronization project in the Synchronization Editor.

  2. Select Logs.

  3. Click in the navigation view toolbar.

    Logs for all completed synchronization runs are displayed in the navigation view.

  4. Select a log by double-clicking on it.

    An analysis of the synchronization is shown as a report. You can save the report.

To display a provisioning log.

  1. Open the synchronization project in the Synchronization Editor.

  2. Select Logs.

  3. Click in the navigation view toolbar.

    Logs for all completed provisioning processes are displayed in the navigation view.

  4. Select a log by double-clicking on it.

    An analysis of the provisioning is show as a report. You can save the report.

The log is marked in color in the navigation view. This mark shows you the execution status of the synchronization/provisioning.

Configuring the Log's Retention Time

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

  • In Designer, enable the DPR | Journal | LifeTime configuration parameter and enter the maximum retention period.

Customizing Synchronization Configuration

You have used the Synchronization Editor to set up a synchronization project for initial synchronization of a Unix host. You can use this synchronization project to load Unix objects into the One Identity Manager database. If you manage user accounts and their authorizations with One Identity Manager, changes are provisioned in the Unix-based target system.

You must customize the synchronization configuration in order to compare the database with the Unix-based target system regularly and to synchronize changes.

  • To use One Identity Manager as the master system during synchronization, create a workflow with synchronization in the direction of the Target system.
  • You can use variables to create generally applicable synchronization configurations that contain the necessary information about the synchronization objects when synchronization starts. Variables can be implemented in base objects, schema classes, or processing methods, for example.
  • Use variables to set up a synchronization project which can be used for several different hosts. Store a connection parameter as a variable for logging onto the hosts.
  • To specify which Unix objects and database object are included in synchronization, edit the scope of the target system connection and the One Identity Manager database connection. To prevent data inconsistencies, define the same scope in both systems. If no scope is defined, all objects will be synchronized.
  • Update the schema in the synchronization project if the One Identity Manager schema or target system schema has changed. Then you can add the changes to the mapping.

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.

  • If another synchronization is started with the same start up configuration, this process is stop and is assigned the Frozen execution status. 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. Specify One Identity Manager behavior in this case, in the start up configuration. Group start up configurations with the same start up behavior.

For more detailed information about configuring synchronization, see the One Identity Manager Target System Synchronization Reference Guide.

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