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Identity Manager 8.1.5 - Administration Guide for Connecting to Microsoft Exchange

Managing Microsoft Exchange environments Setting up Microsoft Exchange synchronization Basic data for managing a Microsoft Exchange environment Microsoft Exchange structure Microsoft Exchange mailboxes Email users and email contacts Mail-enabled distribution groups Dynamic distribution groups Mail-enabled public folders Extensions for supporting Exchange hybrid environments Error handling Configuration parameters for managing a Microsoft Exchange environment Default project template for Microsoft Exchange

Collecting IT operating data

To create user accounts with the Full managed manage level, the required IT operating data must be determined. The operating data required to automatically supply an employee with IT resources is shown in the business roles, departments, locations, or cost centers. An employee is assigned a primary business role, primary location, primary department, or primary cost center. The necessary IT operating data is ascertained from these assignments and used in creating the user accounts. Default values are used if valid IT operating data cannot be found over the primary roles.

You can also specify IT operating data directly for a specific account definition.

Example

Normally, each employee in department A obtains a default user account in the domain A. In addition, certain employees in department A obtain administrative user accounts in the domain A.

Create an account definition A for the default user account of the domain A and an account definition B for the administrative user account of domain A. Specify the "Department" property in the IT operating data formatting rule for the account definitions A and B in order to determine the valid IT operating data.

Specify the effective IT operating data of department A for the domain A. This IT operating data is used for standard user accounts. In addition, for department A, specify the effective IT operating data of account definition B. This IT operating data is used for administrative user accounts.

To define IT operating data

  1. In the Manager, select the role in the Organizations or Business roles category.

  2. Select the Edit IT operating data task.

  3. Click Add and enter the following data.

    Table 11: IT operating data

    Property

    Description

    Effects on

    IT operating data application scope. The IT operating data can be used for a target system or a defined account definition.

    To specify an application scope

    1. Click next to the field.

    2. Under Table, select the table that maps the target system for select the TSBAccountDef table or an account definition.

    3. Select the specific target system or account definition under Effects on.

    4. Click OK.

    Column

    User account property for which the value is set.

    In the menu, you can select the columns that use the TSB_ITDataFromOrg script in their template. For detailed information, see the One Identity Manager Target System Base Module Administration Guide.

    Value

    Concrete value which is assigned to the user account property.

  4. Save the changes.
Related topics

Modify IT operating data

If IT operating data changes, you must transfer the changes to the existing user accounts. To do this, templates must be rerun on the affected columns. Before you can run the templates, you can check what effect a change to the IT operating data has on the existing user accounts. You can decide whether the change is transferred to the One Identity Manager database in the case of each affected column in each affected database.

Prerequisites

  • The IT operating data of a department, a cost center, a business role, or a location have been changed.

    - OR -

  • The default values in the IT operating data template were modified for an account definition.

NOTE: If the assignment of an employee to a primary department, cost center, business role or to a primary location changes, the templates are automatically executed.

To execute the template

  1. In the Manager, select the Active Directory | Basic configuration data | Account definitions | Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Execute templates task.

    This displays a list of all user accounts that were created with the selected account definition and whose properties were changed by modifying the IT operating data.

    Old value: Current value of the object property.
    New value: Value that the object property would have following modification of the IT operating data.
    Selection: Specifies whether or not the new value is transferred to the user account.

  4. Mark all the object properties in the selection column that will be given the new value.

  5. Click Apply.

    The templates are applied to all selected user accounts and properties.

Assigning account definitions to employees

Account definitions are assigned to company employees.

Indirect assignment is the default method for assigning account definitions to employees. Account definitions are assigned to departments, cost centers, locations, or roles. The employees are categorized into these departments, cost centers, locations, or roles depending on their function in the company and thus obtain their account definitions. To react quickly to special requests, you can assign individual account definitions directly to employees.

You can automatically assign special account definitions to all company employees. It is possible to assign account definitions to the IT Shop as requestable products. Department managers can then request user accounts from the Web Portal for their staff. It is also possible to add account definitions to system roles. These system roles can be assigned to employees through hierarchical roles or added directly to the IT Shop as products.

In the One Identity Manager default installation, the processes are checked at the start to see if the employee already has a user account in the target system that has an account definition. If no user account exists, a new user account is created with the account definition’s default manage level.

NOTE: If a user account already exists and is disabled, then it is re-enabled. In this case, you must change the user account manage level afterward.
Prerequisites for indirect assignment of account definitions to employees

  • Assignment of employees and account definitions is permitted for role classes (departments, cost centers, locations, or business roles).

NOTE: As long as an account definition for an employee is valid, the employee retains the user account that was created by it. If the assignment of an account definition is removed, the user account that was created from this account definition is deleted.

For detailed information about preparing role classes to be assigned, see the One Identity Manager Identity Management Base Module Administration Guide.

Detailed information about this topic

Assigning account definitions to departments, cost centers, and locations

To add account definitions to hierarchical roles

  1. In the Manager, select the Active Directory | Basic configuration data | Account definitions | Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Assign organizations task.

  4. In the Add assignments pane, assign the organizations:

    • On the Departments tab, assign departments.

    • On the Locations tab, assign locations.

    • On the Cost centers tab, assign cost centers.

    TIP: In the Remove assignments pane, you can remove assigned organizations.

    To remove an assignment

    • Select the organization and double-click .

  5. Save the changes.
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