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Identity Manager 9.1 - Target System Synchronization Reference Guide

Table of Contents

Target system synchronization with the Synchronization Editor

Architecture Synchronization and provisioning

Working with the Synchronization Editor

Synchronization Editor views Status bar information Menu items Customizing the program settings Wizard for entering filters Support for scripting Save changes permanently Establish remote connection Run Synchronization Editor without target system connection Working with an encrypted database Changing a synchronization user's password

Basics of target system synchronization

Synchronization Editor communications How are schemas mapped What are filters? What is a scope? How does revision filtering work? How does dependency resolution work? Unresolvable references Direction of synchronization and mapping Mapping against the direction of synchronization Detecting rogue modifications Synchronizing user data with different systems Deleting objects in One Identity Manager How to remove unnecessary project data Updating schemas Synchronizing and provisioning memberships

Changing a membership label Single membership provisioning

Performance and memory optimization Improving loading performance Concurrence behavior of synchronization objects

Setting up synchronization

Starting the Synchronization Editor Creating a synchronization project

How to create a synchronization project How to edit a synchronization project How to delete a synchronization project General properties of a synchronization project Synchronization project migration data Specifying the script language in synchronization projects Templates for creating synchronization projects Restricting system access

Configuring synchronization

Setting up mappings

Mapping editor How to create a mapping How to edit a mapping How to delete a mapping Properties of a mapping Schema class properties

Use cases for class types

Edit schema properties

How to add virtual schema properties How to display and edit schema properties How to delete virtual schema properties

Editing property mapping rules

How to create property mapping rules How to edit property mapping rules How to delete property mapping rules Property mapping rule details

Editing object matching rules

How to create object matching rules How to edit object matching rules How to delete object matching rules Object matching rule details Testing object matching rules

Setting up synchronization workflows

Toolbars in the workflow editor How to create a workflow How to edit a workflow How to copy a workflow How to delete a workflow Creating workflows with the workflow wizard Properties of a workflow Editing synchronization steps

How to create synchronization steps How to edit synchronization steps How to delete synchronization steps General properties of a synchronization step Specifying processing methods

Specifying additional processing methods Editing subsets Specifying custom processing methods

Specifying quotas Rule filters Extended synchronization step properties

Showing implementation plans

Connecting systems

How to edit system connection properties System connection properties Configuring the synchronization log

Editing the scope

How to edit a scope How to delete a scope Scope properties Creating hierarchy filters

Using variables and variable sets

How to create variables How to edit variables How to delete variables How to create specialized variable sets How to delete specialized variable sets Variable properties Using scripts in variables

Setting up start up configurations

How to create start up configurations How to edit start up configurations How to delete start up configurations Start up configuration properties Grouping Maintenance modes Specifying a schedule

How to set up schedules Properties of a schedule

Setting up base objects

How to create base objects How to edit base objects How to delete base objects Properties of base objects

Overview of schema classes

How to add schema classes How to edit schema classes How to delete schema classes

Customizing the synchronization configuration Checking the consistency of the synchronization configuration Activating the synchronization project Defining start up sequences

Creating start up sequences Editing start up sequences Deleting start up sequences Start up sequence properties

Running synchronization

Simulating synchronization Starting synchronization manually Running start up sequences Monitoring start up sequences Handling unexpected interruption of synchronization Resetting revisions

Synchronization analysis

Toolbars in the log view How to display synchronization logs Target system synchronization

Deleting memberships Handling outstanding objects automatically

Help for analyzing synchronization issues

Setting up synchronization with default connectors Updating existing synchronization projects

Patch view, patch types and dependencies Applying patches Automatic patches

Script library for synchronization projects

Views in the script library Adding scripts to script libraries Editing scripts in the script library Using scripts across projects

Additional information for experts

Additional properties of a mapping Extended properties for start up configuration Using the local cache Schema browser Schema editor Using custom project templates

Creating project templates Creating synchronization projects from a custom project template Managing project templates

Include custom tables in the synchronization Validating scripts Starting synchronization Defining downstream processes Processing synchronization steps Exporting a synchronization configuration Operations for provisioning and single object synchronization Load balancing during provisioning and single object synchronization Automatically create and update synchronization projects

Customizing the configuration file

Parameter definitions Global definitions Defining the editor for new synchronization projects Defining the editor for existing synchronization projects

Synchronization Editor Command Line Interface Synchronization Editor Module for Windows PowerShell

Maintaining the data store Disabling the synchronization buffer Pausing handling of target system specific processes

Enable offline mode Enabling offline mode

Maintaining synchronization information in column definitions Troubleshooting

Error log Ignoring data error in synchronization

Troubleshooting errors when connecting target systems

Incorrect mapping of object hierarchy after synchronization

Configuration parameters for target system synchronization Configuration file examples

Configuration file for creating new synchronization projects Configuration file for updating existing synchronization projects

Using scripts in variables

You can write scripts for finding variable values. You can use scripts, for example, for reading a system user's password from an external password management system.

NOTE: The External password management option must be set for a system user in order to use their password from an external password management system. For more information about editing system users, see the One Identity Manager Authorization and Authentication Guide.

To create a script variable Closed .

Create the variable in the default variable set.
Select the variable and click in the toolbar.
In the Value input field, click Edit.
Enter the script and click OK.
Save the changes.

In this way, you can convert existing variables into script variables.

To convert script variables into simple variables.

Select the script variable in the default variable set.
Click in the toolbar.
Confirm the security prompt with Yes.

Related topics

Validating scripts

Setting up start up configurations

A start up configuration contains all the required properties and options for a tangible synchronization Closed . This specifies which synchronization configuration components (workflows, mappings, variable sets) should be used for synchronization. Synchronization is started with a schedule Closed . Different start up configurations can be set up for different synchronization targets.

If the synchronization project Closed was creating using a default project template Closed , a start up configuration is added. You can edit this start up configuration and create new start up configurations. If the synchronization project was created without a project template, start up configuration is set up.

How to create start up configurations

To create a start up configuration

In the Synchronization Editor, select the Configuration > Start up configurations category.
Click in the document view toolbar.
Edit the start up configuration's main data.
Click OK.

How to edit start up configurations

To edit a start up configuration

In the Synchronization Editor, select the Configuration > Start up configurations category.
Select a start up configuration in the document view and click Edit....
Edit the start up configuration's main data.
Click OK.

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