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Identity Manager 8.2 - Operational Guide

Table of Contents

About this guide Simulating data changes in the Manager

Prerequisites for using the simulation mode Configuring the simulation report Starting and ending simulation Evaluating the simulation data Exporting simulation data

Scheduling operations activation times

Planning activation times for actions in the Manager Displaying scheduled operations in the Manager Restricting the display of scheduled operations Labeling input fields and assignments with planned changes

Re-applying templates Exporting data with the Manager

Creating data exports Saving export definitions as simple reports Saving export definitions in a file Saving export definition in user settings

Analyzing data and data changes

Displaying reports in the Manager Analyzing data changes in reports and the TimeTrace

Connecting a One Identity Manager History Database through an application server Establishing a direct connection to a One Identity Manager History Database

Displaying change information in the Manager's TimeTrace The Info system in the Manager

Diagram types in the info system

Analyzing process monitoring in the Manager

Prerequisites for displaying the process information Working with the process view

Opening the process view Features in the process view Configuring process information

Process information layout Layout of logged data changes

Schedules in One Identity Manager

Enabling and disabling schedules Starting schedules immediately Creating and editing schedules Properties of schedules Calculating the activation time Scheduled maintenance tasks

Mail templates in One Identity Manager

Creating and editing mail templates Copying mail templates Creating mail previews General properties of mail templates Creating and editing mail definitions

Using base object properties in mail templates Using hyperlinks to the Web Portal in mail templates Default functions for creating hyperlinks Using scripts in mail templates Support for dynamically generated HTML code in mail templates Usingprocess parameters in hyperlinks

Defining default fonts and default font sizes for mail templates Email signature configuration for mail templates

Password policies in One Identity Manager

Predefined password policies Using password policies Editing password policies Creating password policies General main data of password policies Policy settings Character classes for passwords Custom scripts for password requirements

Checking passwords with a script Generating passwords with a script

Editing the excluded list for passwords Checking passwords Testing the generation of passwords Password expiry Displaying locked employees and system users

Working with change labels

Snapshots of objects or object references Tips for working with change labels Creating and editing change labels Assigning objects and dependencies to change labels Editing change labels Removing objects from change labels Assigning change labels when saving in the Designer Displaying content of change labels Locking change labels Deleting change labels Release management

Checking data consistency

Notes on the consistency check Running consistency checks Test settings for consistency checks Displaying test objects and test status Logging test results Repairing errors

Compiling a One Identity Manager database

Compiling a database with the Database Compiler Output of errors and warnings during compilation

Transporting custom changes

Types of transport packages Basics for transporting modifications General tips for transporting changes

Protecting individual properties from being overwritten Displaying transport history

Creating transport packages with the Database Transporter

Integrating SQL statements in transport packages Exporting favorite objects Exporting change labels Exporting changes based on change information Transporting schema extensions Exporting selected objects and dependencies Exporting system files Transporting the system configuration

Exporting the system configuration Tips for importing the system configuration

Importing transport packages with the Database Transporter Displaying contents of transport packages Using transport templates

Importing data with the Data Import

Importing data from a CSV file

Loading the CSV file Structure of the CSV file

Specifying the line structure for data with delimiters Specifying the line structure for data with a fixed width

Defining a condition for the import

Importing data from an external database

Selecting external databases Determining source data

Configuring an import

Assigning target tables and target columns

Inserting columns with fixed values

Specifying the data hierarchy Options for handling records Specifying connection variables

Importing the data

Start import immediately Creating import scripts

Using an import definition file

Importing and exporting individual files for the software update

Importing custom files into One Identity Manager databases Editing file settings for the automatic software update Exporting files from a One Identity Manager database

Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs

InstallManager.CLI.exe DBCompilerCMD.exe Quantum.MigratorCmd.exe AppServer.Installer.CMD.exe AutoUpdate.exe SoftwareLoaderCMD.exe DBTransporterCMD.exe DataImporterCMD.exe SchemaExtensionCmd.exe CryptoConfigCMD.exe WebDesigner.InstallerCMD.exe VI.WebDesigner.CompilerCmd.exe Create-web-dir.exe

Editing change labels

In the Manager and the Designer, you can edit change label assignments. You can add objects and dependencies to change labels and remove them again.

To assign objects and dependencies to a change label

In the Manager or the Designer, select the Database > Change management menu item.
Select the change label in the Change labels menu in the Change management dialog.
In the Table list, select the database table from which you want to copy objects to the change label.
To limit the number of objects found
1. Next to the Table menu, click the button .
2. Enter a condition in Filter.
  
  Enter the condition as a WHERE clause for a database query. You can enter the database query directly as in SQL or use the wizard, which you open by clicking on the button next to the field.
3. Click Apply.
To map dependent objects
1. Next to the Table menu, click the button .
  
  This opens a separate selection window that displays the ChildRelation (CR), ForeignKey (FK) and many-to-many relations for the selected database table.
2. Select the relevant table relations in Table relations.
  
  The objects that are connected by means of these table relations are also marked with the change label when an object is selected and assigned.
In the Objects pane, select your objects and assign them to the change label. In this case, the method depends on the change labels you selected.
- If the change label you select is for snapshots of objects, click . (Default)
- If the change label you selected already contains object references, click .
TIP: To select more than one object, use Shift + select or Ctrl + select.

Related topics

Removing objects from change labels

To remove objects from a change label

In the Designer or the Manager, select the Database > Change management menu item.
In the Change management dialog, use the Change label menu to select the change label.
Select the object that you want to remove from the change label.
- If you selected a change label used for snapshots of objects, select the objects in the Tagged changes pane and click .
- If you selected a change label used for object references, select the objects in the Assigned objects pane and click
TIP: To select more than one object, use Shift + select or Ctrl + select.

Related topics

Assigning change labels when saving in the Designer

To assign changes to a change label in the Designer

In the Designer, select the Database > Commit to database menu item.
In the toolbar, select the required change label in the Change label list. When the changes are transferred to the One Identity Manager database, the change label is applied to the changes affected.
To assign individual changes to different change labels, use the Special change label context menu entry in the change log.
Save the changes.

Related topics

Displaying content of change labels

To display the contents of a change label

In the Manager or the Designer, select the Database > Change management menu item.
In the Change management dialog, select the relevant change label in the Change label menu.

If you used this change label to take snapshots of objects, the objects assigned to the change label are shown in the Tagged changes pane. The following functions are available:
- To search within a change label, use Ctrl +F.
- To restrict the information displayed to a single change label, click the arrow in the table header of a column and enter a filter text.
- Use the context menu to change the order of the changes within a change label. This order is taken into account when the changes are transported.
- The content of a change for an object is defined in XML format. It specifies whether a property is created, changed, or deleted with a change. To display an XML definition of a change, select Edit change data.
If change labels reference objects, in the Assigned objects pane, you can see all the objects that are assigned to the change label.

TIP: In the Designer, you will find an overview of change labels in the Base data > General > Change label category.

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