Supported IdentitySystem

eDirectory can be chosen as your "Identity System" during installation of product which means it will be leveraged as your primary Identity (LDAP) store.

Fischer's eDirectory integration supports the following functionality:

Prerequisites

Ensure that these prerequisites are satisfied:

• eDirectory Version 8.X is installed, configured, and running.
• An administrator account that can be used to establish a connection and has authority to manage accounts on the connected system.

Creating the Connected System in the Admin UI

1. Log in to Identity Administration and click the Systems tab.

2. On the Connected System View page, click the Add button and select the eDirectory Server connected system from the Type drop-down list. The Connected System Details page displays the default values:

   

3. Enter the desired information:

   Definition

   Supported Connectors Displays whether the connected system is Identity only, Provisioning only, or both.

   Password Policy Displays the name of the password policy associated with the connected system.

   Connected System Group  Displays the name of the system group that includes this connected system. Note: If a password policy is associated with a connected system and then the connected system is placed in a group, the group’s password policy will override the connected system’s password policy. The password policy will be removed from the connected system.

   Type Select the connected system type.

   Locale Select the preferred language (default: English). Locale specific information such as Display Name and Description can be added only while modifying the connected system.

   Name The name for this connected system. Note: The name cannot be modified later.

   Display Name The display name of the new connected system.

   Description The description of the connected system.

   Associated With  Select how the connector associated with this system will run: Server (default) - Runs locally on the Provisioning/Identity Server. Global Identity Gateway - Runs remotely on a Global Identity Gateway cluster member. Note: Only GIG clusters that have at least one registered and enabled member will display in this list. See Using the Global Identity Gateway with Connected Systems for additional information.

   Password Reset By  Enables administrators to configure password management functions normally available to Users and OBO (On Behalf Of) Users: OBO User Only - Connected system and account association information is displayed only in Self-Service user management (for OBO Users). OBO Users can reset passwords for accounts on this connected system. Administrators can perform all user management functions for this connected system (e.g., enable/disable, validate, associate user, and password reset). End users will not see their accounts on this connected system in Self-Service and Kiosk; therefore, they cannot reset passwords for accounts on this connected system. Users and OBO User - Connected system and account association information is displayed in Self-Service password reset, Self-Service - Kiosk, and Self-Service user management. Self-Service users, Kiosk users, and OBO Users can reset passwords for accounts on this connected system. Administrators can perform all user management functions for this connected system (e.g., enable/disable, validate, associate user, and password reset). External - Connected system and account association information is not displayed in Self-Service password reset, Self-Service - Kiosk, and Self-Service user management. Self-Service users, Kiosk users, and OBO Users cannot reset passwords for accounts on this connected system. Note: When user management configuration enables OBO Users to perform password resets, this definition must be set to OBO User Only or Users and OBO User. For connectors that support Provisioning only, there is no password reset capability.

   Provisioning Option Select the provisioning option: Automated (default) - The connected system functions as a normal connected system; there are no restrictions. Administrative - The connected system cannot be used as an object in a workflow.

   Enable HPAM Support  Select to make the connected system HPAM enabled (default: cleared). Note: This can only be set for systems that support Identity.

   Connection Information

   Host  The IP address or host name of the server (e.g., 10.102.200.20 or localhost). Multiple hosts are supported by using a space-separated list of host names (e.g., abc.example.comexample2.com:391 example3.com). The first server in the list that accepts the connection is used.

   Port  The LDAP port number of the server.

   Service Account Name  The name of the administrative user account used to connect to the server. The Select button displays the Fetch DN window to select the DN value. See Step 4. for details on using the Select button. Note: If an anonymous bind is enabled in the LDAP server, the required LDAP entry can be selected even if the Service Account Name and Service Account Password are not entered.

   Service Account Password  The administrative user password.

   Use SSL Check this box if the connection is to be SSL-enabled. Note: This connector uses the Java keystore for SSL communication with the system. See Configuring SSL for Fischer for additional information about enabling SSL.

   LDAP Connection Timeout Select the LDAP connection timeout value: 0 - There is no time out. -1 - Use the system default.

   Enable LDAP Connection Pool Check this box to enable connection pooling. Note: The properties that control the pool size, etc. are controlled globally under Admin UI _ Configuration tab _ Configuration Function Menu item _ Modify Configuration for _ Global Settings, and impact all LDAP systems.

   User Search Information

   Base DN  The rootDN of the Directory Information Tree (DIT). The Select button displays the Fetch DN window to select the DN value. See Step 4. for details on using the Select button.

   User Base DN  The base DN where the users are located. The Select button displays the Fetch DN window to select the DN value. See Step 4. for details on using the Select button.

   User Object Classes  The object class for the user profile.

   User Department Attribute  The attribute to use for the user’s department.

   Entitlement Search Information

   Entitlement Query 1  Specifies assignment of a role to an explicit enumerated list of members. The query can be modified to return other entries if there is a custom object class for group or roles.

   Configuration Details

   Login ID Attribute  The attribute that contains the login ID value.

   Password Attribute  The attribute that contains the password value.

   Password Expiration Support

   Expiration Options For Admin/OBO User Password Reset  Specify the password expiration: None, Immediate, or Immediate with Date. Note: If Immediate with Date is selected, Immediate is also available. The Detect button creates a connection to the connected system using current configuration settings. The connector then attempts to determine correct values for the settings, which are auto-detected, and then these settings are updated with detected values.

   System Owner  Add or Remove users assigned as the owners of the system. Displays the Connected System Owner Search page for selecting users. The HPAM column indicates whether the system owner is authorized to use the HPAM feature. The Approvers column indicates whether the system owner is an approver in the approval process.

   Add PswdPolicy / Remove PswdPolicy  Adds/removes a password policy to/from this connected system. If the connected system is associated with a Connected System Group, the buttons will be unavailable - all password policy assignments are defined at the group level (refer to Admin UI _ Systems _ Groups option).

4. Click a Select button to select the DN value. The Fetch DN window displays. Click Select to add the selected base DN.

   
   
   

   
   

   Element

   Search Base Click the Fetch button to retrieve the base DN entry to use for searches. If there is more than one search base, all entries display and can be selected from the drop-down list.

   Fetch  Retrieves the base DNs for the selected connected systems.

   Selected DN  The default DN value of the selected attribute.

   Filter  Changes the filter used for searching to narrow the scope and return more specific results.

   Build Directory Tree  Builds the directory tree of the selected DN.

   Search Tree  Click a section of the Search Tree to use in an entitlement search.

   Select Adds the selected base DN.

5. Click the Test Connection button to test the Connection Information:

   • If successful, one or both of these messages may display:

   Message: Connection from Provisioning to the connected system was established successfully.
   Message: Connection from Identity to the connected system was established successfully.

   • If unsuccessful, one or both of these messages may display:

   Error: Failed to establish connection from Provisioning to the connected system.
   Error: Failed to establish connection from Identity to the connected system.

   
   Note: If the connection fails, additional messages may display providing more information regarding the failure, and additional information may be posted to the Provisioning and Identity logs.

6. (Optional) To select owners of the system, click the System Owner Add button. The Connected System Owner Search page displays:
   
   
   

   1. Select the owners and then click the Select button. The system owner displays under the System Owner section:

      
      

      Note: More than one user can be assigned as an owner.

   2. To add additional system owners, click the Add button.

7. On the Connected System Details page, click the Add button to save the configured connected system. The Object Category Association page displays a list of categories that are already associated and/or can be selected to add additional associations to this connected system:
   
   
   

   1. Select one or more available object categories or provide search criteria and click the Search button to find specific categories to select. If there are no available categories to select, proceed to Step 8.

   2. Click the Add Association button to associate the selected object categories to the connected system.

8. Click the Back button to return to the Connected System View page. The new connected system displays in the list.

See the appendix Copying, Modifying, and Deleting Connected Systems for additional information.

Creating the Connected System in the Studio

1. Log in to the Workflow and Connectivity Studio and click Connectivity ► Add Systems on the menu bar. The Add Connected Systems window displays.
   
   
2. Select the eDirectory Server connected system from the Type drop-down list. The default values display.
   
   

3. Enter the desired information:
   
   

   Definition

   Type Select the connected system type.

   Name  The name for this connected system. Note: The name cannot be modified later.

   Display Name  The display name of the new connected system.

   Description  The description of the connected system.

   Supported Connectors  Displays whether the connected system is Identity only, Provisioning only, or both. Only connectors that support Provisioning are available here.

   Associated With  Select how the connector associated with this system will run: Server (default) - Runs locally on the Provisioning/Identity Server. Global Identity Gateway - Runs remotely on a Global Identity Gateway cluster member. Note: Only GIG clusters that have at least one registered and enabled member will display in this list. See the Using the Global Identity Gateway with Connected Systems for additional information.

   Password Reset By  Enables administrators to configure password management functions normally available to Users and OBO (On Behalf Of) Users: OBO User Only - Connected system and account association information is displayed only in Self-Service user management (for OBO Users). OBO Users can reset passwords for accounts on this connected system. Administrators can perform all user management functions for this connected system (e.g., enable/disable, validate, associate user, and password reset). End users will not see their accounts on this connected system in Self-Service and Kiosk; therefore, they cannot reset passwords for accounts on this connected system. Users and OBO User - Connected system and account association information is displayed in Self-Service password reset, Self-Service - Kiosk, and Self-Service user management. Self-Service users, Kiosk users, and OBO Users can reset passwords for accounts on this connected system. Administrators can perform all user management functions for this connected system (e.g., enable/disable, validate, associate user, and password reset). External - Connected system and account association information is not displayed in Self-Service password reset, Self-Service - Kiosk, and Self-Service user management. Self-Service users, Kiosk users, and OBO Users cannot reset passwords for accounts on this connected system. Note: When user management configuration enables OBO Users to perform password resets, this definition must be set to OBO User Only or Users and OBO User. For connectors that support Provisioning only, there is no password reset capability.

   Provisioning Option  Select the provisioning option: Automated (default) - The connected system functions as a normal connected system; there are no restrictions. Administrative - The connected system cannot be used as an object in a workflow.

   Enable HPAM Support  Select to make the connected system HPAM enabled (default: cleared). Note: This can only be set for systems that support Identity.

   Connection Information

   Host The IP address or host name of the server (e.g., 10.102.200.20 or localhost). Multiple hosts are supported by using a space-separated list of host names (e.g., abc.example.comexample2.com:391 example3.com). The first server in the list that accepts the connection is used.

   Port  The LDAP port number of the server.

   Service Account Name  The name of the administrative user account used to connect to the server. The Select button displays the Select DN from LDAP Directory window to select the DN value.

   Service Account Password  The administrative user password.

   Use SSL  Check this box if the connection is to be SSL-enabled. Note: This connector uses the Java keystore for SSL communication with the system. See the guide Configuring SSL for additional information about enabling SSL.

   LDAP Connection Timeout  Select the LDAP connection timeout value: 0 - There is no time out. -1 - Use the system default.

   Enable LDAP Connection Pool  Check this box to enable connection pooling. Note: The properties that control the pool size, etc. are controlled globally under Admin UI _ Configuration tab _ Configuration Function Menu item _ Modify Configuration for _ Global Settings, and impact all LDAP systems.

   User Search Information

   Base DN  The rootDN of the Directory Information Tree (DIT). The Select button displays the Select DN from LDAP Directory window to select the DN value.

   User Base DN  The base DN where the users are located. The Select button displays the Select DN from LDAP Directory window to select the DN value.

   User Object Classes  The object class for the user profile.

   User Department Attribute  The attribute to use for the user’s department.

   Entitlement Search Information

   Entitlement Query 1  Specifies assignment of a role to an explicit enumerated list of members. The query can be modified to return other entries if there is a custom object class for group or roles. The default is (objectclass=ldapsubentry)(objectclass=nsmanagedroledefinition).

   Entitlement Query 2  Defines entries that represent an unordered set of names whose integrity can be assured and that represent individual objects or other groups of names. The query can be modified to return other entries if there is a custom object class for group or roles. The default is (objectClass=groupOfUniqueNames).

   Configuration Details

   Login ID Attribute  The attribute that contains the login ID value.

   Password Attribute  The attribute that contains the password value.

   Password Expiration Support

   Expiration Options For Admin/OBO User Password Reset  Specify the password expiration: None, Immediate, or Immediate with Date. Note: If Immediate with Date is selected, Immediate is also available. The Detect button creates a connection to the connected system using current configuration settings. The connector then attempts to determine correct values for the settings, which are auto-detected, and then these settings are updated with detected values.

4. Click the Connect button to test the Connection Information:
   • If successful, one or both of these messages may display:

   Connection from Studio to the connected system was established successfully.

   • If unsuccessful, one or both of these messages may display:

   Failed to establish connection from Studio to the connected system.

   Note: If the connection fails, additional messages may display providing more information regarding the failure, and additional information may be posted to the Provisioning and Identity logs.

5. Click the Apply button to apply changes. The Category Association window displays.

   
   

   1. Select one or more object categories from the Available Categories list or enter a category name and click the Search button to find a specific category to select. If there are no available categories to select, proceed to Step 6.

   2. Click the Add button to associate the selected object categories to the connected system.

6. Click OK to accept selected categories.

See Copying, Modifying, and Deleting Connected Systems for additional information.

Using the Connected System for Identity

Perform these procedures to configure the connector:

• Connector Details for Identity
• Identity Password Management

Identity Password Management

See Identity Suite Administration documentation for details on password management.

Using the Connected System for Provisioning

Perform these procedures to configure the connector:

• Configuring for Export
• Configuring for Import
• Connector Details for Provisioning

Note: If the number of records to be processed exceeds one thousand, we recommend configuring the workflow to use bulk mode, which lowers the memory consumption of the system by streaming data to files. Because data is streamed for every task, performance of the workflow execution will be decreased due to increased read-write operations. See Workflow and Connectivity Studio documentation for details on how to configure bulk mode.

Configuring for Export

Perform these procedures to configure the connector for data export:

• "Configuring the Export Connector"
• "Configuring the Export Link" 

From the Workflow and Connectivity Studio, select the eDirectory Server UserExport workflow listed under the projects folder.
If a workflow does not already exist, create an export workflow. See Workflow and Connectivity Studio for details on creating export workflows.

Configuring the Export Connector

1. In the Design pane, double-click the export object (the first workflow object after the Start object). The Configure Data Source window displays:
   
   
   
   

2. From the Configure Plug-in tab, set these properties as required:
   
   

   Associated Connected System Select the connected system from the list. The export operation will be done from this connected system.

   Data Formats  Select the type of data format to use: Profiles (default) or ChangeLog.

   DeltaExportMode Select the type of attribute to export if a change takes place (this works in conjunction with ExportMode when DeltaExport is selected): OnlyChangedAttributes - Performs a partial export of only the changed attributes from the last time the query was run. ChangedAndMandatoryAttributes (default) - Performs a partial export of both changed and mandatory attributes from the last time the query was run. Mandatory attributes are exported whether they have been changed or not. AllAttributes - Performs a full export of all attributes that contain a value.

   DynamicConnectedSystem Select the global variable to use as the dynamic connected system name. This works in conjunction with DynamicConnectedSystemOption when GlobalVariable is selected.

   DynamicConnectedSystemOption  Select how to control Dynamic System Support (DSS): None - There will not be any Dynamic System Support. Transaction-SystemName - The value of the Transaction-SystemName attribute in data will be used as the dynamic connected system. The connected system name must be passed as the value of the attribute Transaction-SystemName; if it is missing in data, the operation will fail. GlobalVariable - Select a global variable to use as the dynamic connected system name from the property DynamicConnectedSystem.

   ExportDN Select the distinguished name in the LDAP directory where the connector will begin to locate entries. Entries in this container (default: ou=People,dc=example,dc=com) will be exported based on the type of filter specified. When using this option, do not specify a value for ReadDN. See Step 3. for details on using the Select button that becomes active for this property.

   ExportMode Select the type of data to export: FullExport - Exports all attributes. DeltaExport - Exports changed, mandatory, or all attributes, depending on the DeltaExportMode property setting.

   Filter  Specify search criteria to determine the objects to be exported from the container specified in ExportDN. Use the Set Filter button that becomes active to create a filter. See "Set Filter" on page 34 for additional information.

   MaxResults Select the maximum number of results to be returned (default: 1000).

   ReadDN Specify that only the attributes of a single entry are read. For example, to read attributes for a single user, enter the fully qualified distinguished name (DN) of the user entry (e.g., cn=Betty Lane,ou=Sales,dc=example,dc=com) as the ReadDN value. The ExportDN and Filter settings, if specified, are ignored if a ReadDN value is specified. Use the Select button to build the directory and select a specific DN value to read.

   ResultsPerPage  Select the maximum number of results per page (default: 500).

   Scope Select the number of levels below the ExportDN to begin searching for possible entries to be exported: AllLevels (default) - Searches all entries and all levels below the DN entry specified by ExportDN. OnlyDN - Searches only the DN entry specified by ExportDN. OneLevel - Searches all entries one level below the DN entry specified by ExportDN.

   SortKey Specify the attribute name to use to sort results. If sorting is required on multiple attributes, list them in a comma delimited format (e.g., cn, sn). Sorting on DN is not supported.

   UseLdapServerPaging  Select whether to use LDAP server paging (default: TRUE).

   Note: Hover the pointer over a property to view its description.

   Select DN

3. For the ExportDN, click the Select button that becomes active, to modify the DN value. The Select DN from LDAP Directory window displays.

4. Click the Settings button. The Select DN From LDAP Directory Settings window displays to specify criteria used to retrieve entries from the LDAP directory and to build the export list:

   Element

   Selected DN  The default DN value of the selected attribute.

   Build Directory Tree  Builds the directory tree of the selected DN.

   Settings Enter the base DN or suitable DN as a search base.

   Connected System  The connected system that the DN entry will be selected from.

   Search Base  Click the Fetch button to retrieve the base DN entry to use for searches. If there is more than one search base, all entries display and can be selected from the drop-down list.

   Fetch Retrieves the base DNs for the selected connected systems.

   Filter Changes the filter used for searching to narrow the scope and return more specific results (default: objectClass=organizationalUnit).

   Set Displays the Set Filter window to create search criteria to narrow the scope and return more specific results (see "Set Filter" on page 34).

5. Enter the required text in the Search Base field or click the Fetch button to set the search base.

   Set Filter

6. Enter the required text in the Filter field or click the Set button to set the search filter. The Set Filter window displays.
   
   
   1. Select the Attribute of the filter (e.g., objectClass, ou, sn). This represents the attribute name for searching the Fedora Directory Server directory.
   2. Select the Comparison operator value for this filter.
   3. Enter the required result Value, for example: Sales. The results are those entries that have an ou (organizationalUnit - department) Equal to Sales. If an entry has an ou Equal to Marketing, that entry is excluded based on the above filter.
   4. Using logical AND/OR, generate the complex filter to narrow the search result.

   5. Select the Edit Filter Manually check box to manually edit the filter in the Filter Syntax field to build complex filters.

   6. Click OK when complete to return to the Configure Data Source window.

7. (Optional) Select the Attributes tab. Only standard attributes display:

   
   
   Modify schema attributes using these buttons.
   
   

   Description

   Add  Adds additional attributes to the list. The Add New Attribute dialog displays.

   Export  Exports the schema list to an XML file.

   Import Imports the schema list from an XML file.

   Refresh Schema  Dynamically discovers the schema from the target LDAP system. It also includes local as well as global attributes added in the Studio.

   Reset Schema  Resets the schema definition to the default schema prepackaged with the IdM Suite, plus any global variable added.

8. Optional) Select the Appearance tab to change how the Connected System object displays in the Design pane.
   
   

9. Click OK to save any changes and return to the Workflow and Connectivity Studio window.

   Configuring the Export Link

10. In the Design pane, double-click the export link between the export object (the first workflow object after the Start object) and the Data Mapper object. The Configure Link window displays:

    

    When the export property ExportMode has been selected as type DeltaExport, the Key Attribute field and buttons display:

    

    Description

    Source Attributes  Select the attributes to export.

    Check mandatory attributes for delta export. These attributes that are selected work in conjunction with the trigger attribute selection option Attribute level modify type is required. If this option is selected, for the Original_<attribute name> to be available in the Data Mapper object, the attributes selected in the trigger must also be selected in the DataHub object. See Attribute level modify type is required in the section Configuring a Trigger Link.

    Selected Attributes  Displays default attributes and those attributes that have been selected from the Source Attributes.  Notes: The check boxes are used only for delta export operations. These checked attributes will always be exported whether they were changed or not. Usually, the attributes that are selected as mandatory attributes help in identifying or verifying an entry when completing mapping functions.

    Format  Displays the Format Date window to specify a date/time format to be applied to the selected date type attribute, for example, whenChanged. During export, the attribute’s value is converted to the specified format. See the Format Date steps below for additional information. Notes: The Format button is only enabled for date attributes. The Refresh Schema button on the Configure Data Source window’s Attributes tab must be used to refresh the schema and enable the Format button for date attributes.

    Advanced Settings  Displays the Configure Attributes window for configuring advanced settings for attributes. See the Configure Attributes window on page 39 for additional information.

    Key Attribute  Select the attribute to use as the unique key value for comparing data during delta export. Note: The Key Attribute field and buttons are only displayed when the export property ExportMode has been selected as type DeltaExport.

11. From the Attribute Selection tab, select attributes to export.
    
    
12. (Optional) Click the Format button to specify a date/time format to be applied to the selected date type attribute. The Format Date window displays.
    
    
    1. Select the Include Time check box to add the timestamp with the date.
    2. Select the 24 Hour or 12 Hour option button and then select the required date/time format.
    3. Click OK to save the selected format. The Configure Link window displays.
       
       
13. (Optional) Click the Advanced Settings button. The Configure Attributes window displays:
    
    Note: The Atomic Changes on Delta Export column displays only when the export property ExportMode has been selected as type DeltaExport.
    
    
    1. Under the Encrypted column, check the box of any Attribute Name to encrypt the value in the export data.
    2. Under the Atomic Changes on Delta Export column, check the box of any Attribute Name to have atomic changes result in delta entries with modifytypes of add and delete.
    3. Click OK to save the attribute selection. The Configure Link window displays.
       
       
14. (Optional) Select the Appearance tab to change how the link displays in the Design pane.
    
    
15. Click OK to save any changes and return to the Workflow and Connectivity Studio window.
    
    
16. (Optional) To create scripts for advanced functionality, right-click the export link and select the export task properties. See the section ‘Success Scripts and Failure Scripts’ in the Workflow and Connectivity Studio document for specific details.
    
    
17. Deploy the workflow by selecting Deploy ► New Deployment. See the Workflow and Connectivity Studio documentation for details of deployment options.
    
    
18. Manage and run the deployed workflow from the Admin UI ► Server tab. See the Identity Suite Administration documentation for details.

Configuring for Import

Perform these procedures to configure the connector for data import:

• Configuring the Import Connector
• Configuring the Import Link
  
  

From the Workflow and Connectivity Studio, select the eDirectory Server UserAdd, UserModify, or UserDelete workflow listed under the projects folder.

If a workflow does not already exist, create an import workflow. See the Workflow and Connectivity Studio documentation for details on creating import workflows.

Configuring the Import Connector

1. In the Design pane, double-click the import object (the last workflow object). The Configure Data Source window displays:
   
   
   

2. From the Configure Plug-in tab, set these properties as required:
   
   

   Associated Connected System Select the connected system from the list. The import operation will be done to this connected system.

   Data Formats  Select the type of data format to use: Profiles (default) or ChangeLog.

   accountDN *  Select the attribute to use for connected system association.

   AddDiffWithTarget  If set to TRUE (default: FALSE), the target DN attributes are compared with the incoming modified attributes. Only the new attribute values are added. Other attributes are not updated. Note: If the target attribute is a multi-valued attribute, these must be set to TRUE: DiffWithTarget, AddDiffWithTarget, and RemoveDiffWithTarget.

   AddIfEntryNotExists  Select whether to create an entry if the entry does not already exist (default: FALSE).

   DiffWithTarget Select whether the attribute sets are compared: TRUE - The target DN attributes are compared with the incoming modified attributes. Only those attributes that have different values are modified. Unchanged attributes are discarded and not updated. If a new attribute is present, other than in the target DN attributes, it is added. FALSE (default) - The target DN attributes are not compared with the incoming modified attributes. All attributes are updated whether they have a changed value or not.

   DiffWithTargetCaseSensitive Select whether the attribute comparison in DiffWithTarget is done case-sensitively (default: TRUE).

   DynamicConnectedSystem Select the global variable to use as the dynamic connected system name. This works in conjunction with DynamicConnectedSystemOption when GlobalVariable is selected.

   DynamicConnectedSystemOption Select how to control Dynamic System Support (DSS): None - There will not be any Dynamic System Support. Transaction-SystemName - The value of the Transaction-SystemName attribute in data will be used as the dynamic connected system. The connected system name must be passed as the value of the attribute Transaction-SystemName; if it is missing in data, the operation will fail. GlobalVariable - Select a global variable to use as the dynamic connected system name from the property DynamicConnectedSystem. See the Dynamic System Support appendix in the Workflow and Connectivity Studio document for additional information.

   Id * Enter the attribute that contains the value used to uniquely identify the user account user ID on the connected system.

   ImportDN The Distinguished Name (DN) in the LDAP directory where the connector will add entries during the import process if the dn attribute is not specified (default: ou=Imported Users,o=PQR,c=US). See Step 3. for details on using the Select button that becomes active for this property.

   loginId * Enter the attribute that contains the value used to uniquely identify the user account login ID on the connected system.

   MaxConcurrentEntryProcessing Specify the maximum number of entries to be processed concurrently. For each concurrent process, the connector creates new resource threads and connections. Therefore, it is important to set this property based on resource availability. When the MaxConcurrentEntryProcessing property is set, multiple entries are processed in parallel, thereby reducing the time taken for bulk import tasks.

   ModifyIfEntryExists Select whether to perform a modify operation if an add operation fails (default: FALSE).

   RDN Select the attribute name to use when creating the Relative Distinguished Name (RDN) when adding entries to the local LDAP directory. When importing entries into the local LDAP directory, this specifies the attribute to use when creating the DN for the new imported entries (default: cn).

   RemoveDiffWithTarget  Select whether to remove attributes from the target entry that do not exist in the modified data (default: FALSE).

   Notes: * accountDN, Id, and loginId are used by the Provisioning Policy and IdentityHub features to populate the ACCOUNT_DN, ACCOUNT_ID, and ACCOUNT_USERNAME columns of the FISC_USER_ACCOUNT table of the Product database. See the ‘Provisioning Policy’ and ‘Provisioning Using the IdentityHub’ chapters of the Identity Suite Administration Guide for details. Hover the pointer over a property to view its description.

   Select DN

3. For the ImportDN, click the Select button that becomes active, to modify the DN value. The Select DN from LDAP Directory window displays.

   
   

4. Click the Settings button. The Select DN From LDAP Directory Settings window displays:
   

5. Enter the required text in the Search Base field or click the Fetch button to set the search base.

   Set Filter

6. Enter the required text in the Filter field or click the Set button to set the search filter. The Set Filter window displays.

   
   

   1. Using logical AND/OR, generate the complex filter to narrow the search result.

   2. Click OK when complete to return to the Configure Data Source window.

   
   

7. Optional) Select the Attributes tab. Only standard attributes display:
   
   Modify schema attributes with the buttons.
   
   

8. (Optional) Select the Appearance tab to change how the Connected System object displays in the Design pane.
   
   

9. Click OK to save any changes and return to the Workflow and Connectivity Studio window.

   Configuring the Import Link

10. In the Design pane, double-click the import link between the Data Mapper object and the import object (the last workflow object). The Configure Link window displays:

    Source Attributes  Select the attributes to import.

    Check for attribute-level auditing. If auditing is enabled and these attributes below are checked, Provisioning will log all events for auditing purposes.

    Selected Attributes  Displays default attributes and those attributes that have been selected from the Source Attributes. Note: The default attributes are those that are commonly used to create a new user.

    Advanced Settings  Displays the Configure Attributes window for configuring advanced settings for attributes. Under the Encrypted column, check the box of any attribute that needs to be encrypted. Under the Diff With Target column, check the box of any attribute to update using differencing (DiffWithTarget, AddDiffWithTarget, and RemoveDiffWithTarget).

    Audit Key  Select the attribute to associate with the Audit Key.

11. From the Attribute Selection tab, select attributes to import.

12. (Optional) Select the Appearance tab to change how the link displays in the Design pane.

13. Click OK to save any changes and return to the Workflow and Connectivity Studio window
    
    

14. Deploy the workflow by selecting Deploy ► New Deployment. See the Workflow and Connectivity Studio  for details of deployment options.

15. Manage and run the deployed workflow from the Admin UI ► Server tab. See the Identity Suite Administration documentation for details.

Connector Details for Provisioning

Configuration import properties accountDN, Id, and loginId are used by the Provisioning Policy and IdentityHub features to populate the ACCOUNT_DN, ACCOUNT_ID, and ACCOUNT_USERNAME columns of the FISC_USER_ACCOUNT table of the Product database. See the ‘Provisioning Policy’ and ‘Provisioning Using the IdentityHub’ chapters of the Identity Suite Administration Guide for details.

eDirectory Server Connector Attributes

The items in the Export, Create, Modify, and Delete columns have these meanings:

• Y = Yes (attribute is supported for this operation)
• N = No (attribute is not supported for this operation)
• R = Required (attribute is mandatory for this operation)

Configuring Triggers

Perform these procedures to create a trigger:

• "Prerequisites" 

• "Creating a Trigger" 

• "Configuring a Trigger Agent" 

• "Configuring a Trigger Link" 
  
  

Prerequisites

Ensure that these prerequisites are satisfied:

• Create an eDirectory Server provisioning connector before creating an eDirectory Server trigger (see Creating the Connected System in the Studio).
• Create and deploy workflows to be run by the Fedora Directory Server trigger. See the sections ‘Creating Workflows’ and ‘Deploying Workflows’ in the Workflow Development chapter in the Workflow and Connectivity Studio document for details.
  
  

Creating a Trigger

1. From the Workflow and Connectivity Studio menu bar, click File ► New Trigger ► eDirectory Trigger. The Create a New Trigger window displays.
   
   
2. Enter a trigger name in the Name field.
   
   
3. Click the Browse button to select a directory other than the default displayed in the Directory field. The directory should be a child of the default location in order to have the trigger listed under the projects folder of the Workflow and Connectivity Studio.
   
   
4. Select one of the available systems in the System field.
   Note: Only connected systems of the trigger type selected in Step 2. will be available. If there are no connected systems to select, then a Fedora Directory Server provisioning connected system does not exist. This connected system must exist before creating a trigger.
   
   
5. Enter descriptive text in the Description field and then click OK. A new trigger system object and link display in the Design pane.
   Note: The trigger must be fully configured before it can be saved and deployed. Continue with the sections below to complete configuring the trigger.
   
   

   Configuring a Trigger Agent

6. In the Design pane, double-click the trigger system. The Configure Data Source window displays.
   Note: To modify an existing trigger, on the menu bar click View ► Triggers, and then select one of the 389 Directory Server triggers listed under the projects folder.
   
   
7. Select the Associated Connected System from the drop-down list for the trigger.
   
   

8. Click the Trigger tab. The Configure Data Source window displays.
   
   

   Configuration

   Subtree DN  Enter or select the subtree DN.

   Filter Select the filter for the trigger to listen for changes. This can either be an object class from the drop-down list or use the Set Filter button to configure and select a complex filter. The trigger uses this filter to perform a persistent LDAP search on the directory and listen for changes see Set Filter.

   Trigger Scope  Select the level for the trigger to listen for changes: AllLevels - In all sublevels. OneLevel (default) - In one sublevel. OnlyDN - In only the DN.

   Paging Configuration

   LDAP Server Paging Select the type of LDAP server paging to use during operations that involve a large number of entries: None - No Server Side Paging. Virtual List View Control (default) - Server Side Paging using virtual list view control.

   Results Per Page  Select the maximum number of results per page (default: 1000).

   SortKey  Specify the attribute name to use to sort results. If sorting is required on multiple attributes, list them in a comma delimited format (e.g., cn, sn). Sorting on DN is not supported.

9. Enter the subtree DN in the Subtree DN field or click the Select button to select where the trigger is to obtain data from changes in the directory. This will be the subtree DN.
   
   
   
10. Click OK when complete.
    
    
11. Selectthe Filter (or click the Set Filter button) to set the search filter.
    
    
12. From the Trigger Scope drop-down list, select the level for the trigger to listen for changes.
    
    
13. From the LDAP Server Paging drop-down list, select the type of LDAP server paging to be used.
    
    
14. Click OK when complete.
    
    
15. (Optional) Select the Attributes tab. Only standard attributes display:
    
    Modify schema attributes with the bittons.
    Note: Provisioning does not add the attribute to the system. Provisioning assigns the new entry to the schema reference file in Provisioning for mapping and internal purposes. This attribute schema should be made available in the system for Provisioning to perform mapping and other functions.
    
    
16. (Optional) Select the Appearance tab to change how the Connected System object displays in the Design pane.
    
    
17. Click OK to save any changes and return to the Workflow and Connectivity Studio window.
    Note: A trigger cannot be saved until a trigger link has been configured.
    

    Configuring a Trigger Link

18. Double-click the link between the Start object and the Trigger system object. The Configure Link window displays.
    Note: To modify an existing trigger, on the menu bar click View ► Triggers, and then select one of the 389 Directory Server triggers listed under the projects folder.

    Source Attributes  Select the attributes to export.

    Attribute level modify type is required  Check this box to create a reference file for this trigger under the trigger-runtime directory when the trigger is enabled after deployment. These checked attributes will always be exported whether they were changed or not and will be available as Original_<attribute name> and <attribute name>. This exports the directory tree where the trigger is listening based on the attribute selection and search scope when the trigger is enabled; it uses this reference file to find out which attribute(s) changed and the values for Original_<attribute name>. Only values of attributes selected are stored in this reference file. If this check box is not selected and: There are no mandatory attributes - The trigger will not do a full export and a reference file will not be created, so there will not be any Original_<attribute name> values available. All selected attributes, whether changed or not, will be available as the trigger data to the Target workflow. There are mandatory attributes (check the box of the selected attributes) - The reference file will be created for the mandatory attributes. Note: If this Attribute level modify type is required check box is selected, for these attributes (Original_<attribute name>) to be available in the Data Mapper object, they must also be selected in the DataHub object (Check mandatory attributes for delta export). See Check mandatory attributes for delta export in the section Configuring the Export Link.

    Use changelog to get change notifications  Check the box only if the LDAP server is configured with ChangeLog support. There is no reference file in this approach, making it fast, but Original_<attribute name> values are not available. The ChangeLog only provides the DN and the changed attributes and values.

    Only DN is required in the trigger data  Check this box only if the DN of the entry needs to be provided as the trigger data to the Target workflow.

    Selected Attributes  Displays default attributes and those attributes that have been selected from the Source Attributes. Note: Check boxes in this field set mandatory attributes. These checked attributes will always be exported whether they were changed or not.

    Advanced Settings  Displays the Configure Attributes window for selecting any attributes that need to be encrypted.

    Set Unique Key  Sets which attribute from the Selected Attributes will make the entry unique.

    Clear Unique Key  Removes the current unique key attribute selection. No unique key attribute is defined after selecting this option.

    Effective Date  Select these effective date options: Set - Sets an attribute from the selected attributes to apply an effective date offset to control when the triggered data is run. A condition can be provided that determines when or if an effective date offset should be applied. Set a condition and effective date offset from the Effective Date tab. Clear - Removes the selected attribute from being defined for effective date processing. Format - Specifies a desired date/time format to be applied to the selected effective date field. Any field type can be selected to apply a date/time format to the effective date value.

19. Select the attributes to be triggered from the Source Attributes. Any changes (add, modify, or delete) to the selected attributes will start the trigger.

    
    

20. Click the Effective Date tab and then click the Add button. The Set Trigger Data Condition window displays.

    
    

    1. Set an Effective Date Offset value and specify a condition when it will be used:

       • For triggers - All conditions specified here will be evaluated for each incoming data entry. The offset corresponding to the first condition that is satisfied will be applied to the date contained in the effective date attribute. An offset can be mapped to a condition that is specified as default. If none of the conditions in the list are satisfied, the offset corresponding to the default condition will be applied to the effective date.
         
         

       • For Chained workflows - From the Chained workflow Configure Data Source window, specify the attribute that should have an effective date condition and offset value applied. From the preceding Data Mapper, provide conditions and offset values to calculate the target effective date value and save this value to the effective date attribute as the target attribute.

    2. Click OK when finished.

21. From the Target Workflow Selection tab, select the deployed workflow(s) to run when the trigger occurs, and then click the Add ► button.

    

    To remove a selected workflow from being run, highlight it under Selected Workflows and click the < Remove button.
    Notes:

    • If more than one workflow is selected, they are run in the order listed.
    • If workflows are deployed in Asynchronous mode, all workflows are run together.
    • If serialized execution of workflows is required, consider chaining them.
22. Highlight a workflow from the Selected Workflows list and click the Set Condition button to set a condition before running workflows. The Set Lookup Condition window displays.
    
    
    1. Build a complex condition with logical AND/OR.
       
       
    2. Click OK to return to the Configure Link window.
       
       
23. From the Lookup Workflow Selection tab, select the deployed workflow(s) to run when the trigger occurs, and then click the Add > button.
    To remove a selected workflow from being run, highlight it under Selected Workflows and click the ◄ Remove button.
    Notes: 
    • Lookup may be required to get additional attributes to run Target workflows. Lookup workflows run prior to Target workflows.
    • If more than one workflow is selected, they are run in the order listed.
    • Lookup workflows must be deployed in Synchronous mode; otherwise, lookup data may not be available before running Target workflows.

    
    

24. Highlight a workflow from the Selected Workflows list and click the Set Primary button to set the primary workflow to be run.
    
    

25. Highlight a workflow from the Selected Workflows list and click the Set Condition button to set a condition before running Lookup workflows. The Set Lookup Condition window displays. Build a complex condition with logical AND/OR. Click OK to return to the Configure Link window.

    
    

26. Click OK to save any changes and return to the Workflow and Connectivity Studio window.

27. Save the trigger.

28. Deploy the trigger by clicking the  (deploy) toolbar button. The Deploy Trigger window displays:
    
    
    

29. Click the Deploy New button. The Deploy Trigger window displays:
    
    
    
30. Click OK to deploy the trigger.
    
    
31. Enable the trigger from the Server tab of the Admin UI.
    See the Identity Suite Administration documentation for details on enabling triggers.