General Options tab
On this tab you can rename the step, specify a method for processing data in the source and target connected systems, and specify conditions to stop data processing.
This tab has the following elements:
- Step name. Allows you to rename the step: type a new step name in this text box.
- Specify how to process data in connected systems. Allows you to select one of the following methods for processing data in the source and target data systems:
- Process all data. If you select this method, each run of the step will process all data in the configured synchronization scope.
- Process delta from last run. If you select this method, each run of the step will process only the data that has changed in the configured synchronization scope since the last run.
- Stop data processing if. Allows you to specify the conditions where you want to stop data processing in the source and target data systems.
Source tab
Allows you to view information about the source connected system and source object type specified for the synchronization step. You can also view or modify the criteria used to perform the creation, deprovision, or update operation in the step.
For all types of synchronization steps (creating, deprovisioning, and updating) this tab provides the following options:
- Source connected system. Displays the name of the source data system.
- Source object type. Displays the object type that is used as a source for the synchronization step.
For deprovisioning steps, this tab also provides the Deprovision target objects if option. It allows you to modify the criteria used for triggering the deprovision operation in the target data system.
For creating steps, this tab also provides the Creation Criteria option. It allows you to modify the scope of source data system objects that participate in the creating step. Expand Creation Criteria to modify the list of containers that hold the source objects you want to participate in the step. Also you can specify additional criteria for selecting source objects.
For updating steps, this tab also provides the Updating Criteria option. It allows you to modify the scope of source data system objects that participate in the updating step. Expand Updating Criteria to specify the containers that hold the source objects you want to participate in the step. You can also specify additional criteria for selecting source objects.
Target tab
Allows you to view information about the target connected system and target object type specified for the synchronization step. For creating steps, you can use this tab to view and modify the target container to which objects are created and rules to generate unique names for created objects.
For all types of synchronization steps (creating, deprovisioning, and updating) this tab provides the following elements:
- Target connected system. Displays the name of the data system that is currently used as a target for the synchronization step.
- Target object type. Displays the object type that is currently used as a target for the synchronization step.
For creating steps related to certain types of target data systems, this tab may also provide any of the following additional elements:
- Target container. Allows you to specify the target data system container in which you want to create objects from the source data system. For more information, see Generating object names by using rules.
- Rules to generate unique object name. Allows you to set up a list of rules to generate a unique name for each object being created. For more information, see Generating object names by using rules.
Creation Rules tab
Allows you to view or modify the rules used for creating objects. This tab has the following elements:
- Initial Attribute Population Rules. Expand this element to view or modify the rules for populating the attributes of objects being created.
- Initial Password. Expand this element to view or modify how an initial password is generated for each object being created.
- User Account Options. Expand this element to view or modify the settings used for creating user accounts in the result of the creation operation.
You can use this tab to import or export initial attribute population rules.
To export a population rule to a file
- In the list of configured attribute population rules, select the rule you want to export.
- Click More, and then click Export.
- In the Save As dialog box, specify an XML file to store the rule.
To import a population rule from a file
- Expand Initial Attribute Population Rules, click More, and then click Import.
- Use the Open dialog box to open the XML file that stores the population rule to import.
