Set Up

• Install the Development Environment

  How to connect to Identity Manager'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 Identity Manager with the right attributes.

• Configure Unique Property Generation

  How to configure Identity Manager to generate unique identifiers, mails and logins for any user who does not have them already.

• Load Identities to Identity Manager

  How to load identities into Identity Manager 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 Identity Manager, for a standard set of basic Identity Manager 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 Identity Manager.

• 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 Identity Manager's access permissions to users through profiles.

• Manage Role Officers

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