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Set Up

  • Install the Development Environment

    How to connect to Usercube's SaaS environment to set up the development environment.

  • Create the Workforce Repository

    How to initiate the repository for workforce identities by loading identities into Usercube with the right attributes.

  • Configure Unique Property Generation

    How to configure Usercube to generate unique identifiers, mails and logins for any user who does not have them already.- #### Load Identities to Usercube How to load identities into Usercube for the first time using a basic data model in the form of a template MS Excel file.- #### Template Description Description of the MS Excel template for the creation of the identities repository.- #### Adjust the Workforce Data Model How to select the properties to be part of the data model for the workforce repository (therefore displayed in the UI), and choose their optimal displaying mode.

  • Configure a User Profile

    How to tweak the permissions for actions within Usercube, for a standard set of basic Usercube profiles.

  • Configure Onboarding Workflows

    How to adjust the parameters of onboarding workflows.

  • Connect to a Managed System

    How to create a new connector using the provided SaaS agent.

  • Model the Data

    How to choose the appropriate model for a connector's data.- #### Create the Connector How to create the technical container of a connector.- #### Create a Connection How to create a connection inside a connector and choose the appropriate package.- #### Create an Entity Type How to create an entity type that corresponds to the connector model.

  • Synchronize Data

    How to launch data synchronization, i.e. read managed systems' data and load it into Usercube.

  • Categorize Resources

    How to correlate managed systems' resources with identities, classifying resources into resource types.

  • Create a Resource Type

    How to create the container for future correlation and classification rules inside a given managed system.- #### Correlate Resources How to define correlation rules to match up resources across systems, usually accounts with their owner.- #### Classify Resources How to define classification rules in order to classify remaining uncorrelated resources, assigning them resource types.

  • Create a Provisioning Rule

    How to define scalar rules, navigation rules and/or query rules to compute and provision target resources values from source resources values.

  • Create Resources

    How to define resource type rules to create new (target) resources for given users, computing and provisioning their properties based on source resources.- #### Compute a Scalar Property How to define scalar rules to compute and provision the values of scalar properties for target resources based on source resources.- #### Compute a Navigation Property How to define navigation rules and/or query rules to compute and provision the values of navigation properties for target resources based on source resources.

  • Create Roles in the Role Catalog

    How to define single roles to model entitlements, and organize them inside the role catalog, basis of the role model.

  • Create Roles in Bulk

    How to create role naming rules, which create single roles using existing naming conventions from the managed system.- #### Create a Category How to structure roles into categories.- #### Create a Role Manually How to create single roles manually.

  • Assign Users a Profile

    How to assign Usercube's access permissions to users through profiles.

  • Manage Role Officers

    How to manage role officers in order to ensure the approval for entitlement assignments.