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Identity Manager 9.1 - Administration Guide for Connecting to Microsoft Exchange

Managing Microsoft Exchange environments Synchronizing a Microsoft Exchange environment
Setting up initial synchronization with Microsoft Exchange Customizing the synchronization configuration Running synchronization Tasks following synchronization Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)
Basic data for managing a Microsoft Exchange environment Microsoft Exchange structure Microsoft Exchange mailboxes Microsoft Exchange mail users and Microsoft Exchange mail contacts Microsoft Exchange mail-enabled distribution groups Microsoft Exchange dynamic distribution groups Microsoft Exchange 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 Processing methods of Microsoft Exchange system objects Microsoft Exchange connector settings

Creating an initial synchronization project for Microsoft Exchange

IMPORTANT: Each Microsoft Exchange environment should have its own synchronization project.

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:

  • Run in default mode

  • Started from the Launchpad

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

To set up initial synchronization project for Microsoft Exchange

  1. Start the Launchpad and log in on the One Identity Manager database.

    NOTE: If synchronization is run by an application server, connect the database through the application server.

  2. Select the Target system type Microsoft Exchange entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. Select the connector on the Select target system page.

    • To synchronize a Microsoft Exchange 2013 environment, select the Microsoft Exchange 2013 connector.

    • To synchronize a Microsoft Exchange 2016 environment, select the Microsoft Exchange 2016 connector.

    • To synchronize a Microsoft Exchange 2019 environment, select the Microsoft Exchange 2019 connector.

  1. On the System access page, specify how One Identity Manager can access the target system.

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

    • If access is not possible from the workstation on which you started the 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 information about the Microsoft Exchange server on the Select Microsoft Exchange server page to which the synchronization server connects to access Microsoft Exchange objects.

    1. Under Server, enter the fully qualified name (FQDN) of the Microsoft Exchange server. To check the data, click DNS query.

      NOTE: If you only know the IP address of the server, enter the IP address in the Server field and click DNS query. The server's fully qualified name is found and entered.

    2. Under Max. concurrent connections, enter the number of connections that can be used at the same time.

      A maximum 4 simultaneous connection are recommended. Synchronization tries to use this many connections. The number may not always be reached depending on the load. Warnings are given respectively.

      A default timeout is defined for connecting. The timeout is 5 minutes long for the first connection and 30 seconds for all following connections. The connections are closed if the connection is idle for the duration.

    3. To use the Basic authentication method, enable Basic authentication (requires SSL).

      NOTE: Microsoft Exchange does not support this authentication type by default. You must configure support for this method in Microsoft Exchange. In addition, an SSL connection is used to authenticate using the Basic method. By default, authentication uses Kerberos.

  2. Enter login data on the Enter connection credentials page to connect to Microsoft Exchange.

    • To use a defined user account, select the Use following account option and enter the following data:

      • User name (user@domain): Enter the fully qualified name (FQDN) of the use account for logging in.

        Example:

        user@domain.com

        domain.com\user

      • Password: Password for the user account.

    • Select the Use account of One Identity Manager Service service option if the user account to use is that of the current user. The user account running under the One Identity Manager Service requires the permissions described in Users and permissions for synchronizing with Microsoft Exchange.

      NOTE: If this setting is used, the current user account is also used in the Synchronization Editor during configuration. This user account may be different to the One Identity Manager Service's user account

      In this case, it is recommended you use the RemoteConnectPlugin. This ensures that the same user account is used during configuration with the Synchronization Editor as is used in the service context.

  3. On the Recipient scope page, specify whether the recipient of any domain or complete Microsoft Exchange organization should be taken into account.

    • To synchronize the recipients of the Microsoft Exchange organization, select the Entire organization option (recommended). As a prerequisite, the trusted domains of the Active Directory domains must be declared in One Identity Manager.

    • Select the Only recipients of the following domain option to synchronize recipients with specific domains and select a domain. The target system domain is listed as a minimum.

  4. On the last page of the system connection wizard, you can save the connection data.

    • Set the Save connection data on local computer option to save the connection data. This can be reused when you set up other synchronization projects.

    • Click Finish, to end the system connection wizard and return to the project wizard.

  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, specify how system access should work. You have the following options: Read-only access to target system.
    Table 6: Specify target system access
    Option Meaning

    Specifies that 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 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.

  1. On the Synchronization server page, select the synchronization server to run the synchronization.

    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.

    4. 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.

    This sets up, saves and immediately activates the synchronization project.

    NOTE:

    • If enabled, a consistency check is carried out. If errors occur, a message appears. You can decide whether the synchronization project can remain activated or not.

      Check the errors before you use the synchronization project. To do this, in the General view on the Synchronization Editor‘s start page, click Verify project.

    • 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.

    • The connection data for the target system is saved in a variable set and can be modified in the Synchronization Editor in the Configuration > Variables category.

Related topics

Configuring the synchronization log

All the information, tips, warnings, and errors that occur during synchronization are recorded in the synchronization log. You can configure the type of information to record separately for each system connection.

To configure the content of the synchronization log

  1. To configure the synchronization log for target system connection, select the Configuration > Target system category in the Synchronization Editor.

    - OR -

    To configure the synchronization log for the database connection, select the Configuration > One Identity Manager connection category in the Synchronization Editor.

  2. Select the General view and click Configure.

  3. Select the Synchronization log view and set Create synchronization log.

  4. 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 error analysis and other analyzes.

  5. Click OK.

Synchronization logs are stored for a fixed length of time.

To modify the retention period for synchronization logs

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

Related topics

Customizing the synchronization configuration

Having used the Synchronization Editor to set up a synchronization project for initial synchronization of Microsoft Exchange, you can use the synchronization project to load Microsoft Exchange objects into the One Identity Manager database. When you manage mailboxes, mail users, mail contacts, and mail-enabled distribution groups with One Identity Manager, modifications are provisioned in the Microsoft Exchange system.

You must customize the synchronization configuration in order to compare the One Identity Manager database with the Microsoft Exchange regularly and to synchronize changes.

  • To use One Identity Manager as the primary 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 method, for example.

  • To specify which Microsoft Exchange objects and database objects 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.

  • To synchronize additional schema properties, update the schema in the synchronization project. Include the schema extensions in the mapping.

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

Detailed information about this topic

Configuring Microsoft Exchange synchronization

The synchronization project for initial synchronization provides a workflow for initial loading of target system objects (initial synchronization) and one for provisioning object modifications from the One Identity Manager database to the target system (provisioning). To use One Identity Manager as the primary system during synchronization, you also require a workflow with synchronization in the direction of the Target system.

To create a synchronization configuration for synchronizing Microsoft Exchange

  1. In the Synchronization Editor, open the synchronization project.

  2. Check whether the existing mappings can be used to synchronize into the target system. Create new maps if required.

  3. Create a new workflow with the workflow wizard.

    This creates a workflow with Target system as its direction of synchronization.

  4. Create a new start up configuration. Use the new workflow to do this.

  5. Save the changes.

  6. Run a consistency check.

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