Identity Director Setup and Sync Tool

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Configure data connections

Use the Data Model > Data Connections node to configure data connections that can synchronize specific data from an external source. For example, if the external data source is a CSV file that contains data about employees, you can configure a data connection to synchronize the employee ID and full name of each employee only.

Before you can synchronize external data, you need to configure Data Sources. A Data Source defines the external source of the data that you want to synchronize. This can be Microsoft Active Directory, a CSV file or a database. A data connection uses this Data Source to synchronize the external data with your environment. For example, if the external source is a CSV file that contains data about employees, you can configure a data connection to synchronize the employee ID and full name of each employee only.

• Because the Management Portal is web based, you cannot use local paths of files in Data Sources (e.g. C:\...). Instead, specify the host name of the specific server that stores the file (e.g: \\VM-WIN2012\Datasource\HRfile.csv) and the credentials to access this location.
• You can configure data connections for:
  • Classifications
  • Organization
  • Organizational Attributes
  • People
  • People Table Attributes
• If you synchronize a data connection, edit it and then synchronize it again, any previous data is deleted. For example, if the original data connection synchronized organizational context related to Department, and you change the data connection so it now synchronizes organizational context related to Location, the organizational context related to Department is deleted.
• If you delete a data connection, you have the option to also delete all related objects. For example, if you delete a people data connection and choose to delete all related objects, ALL people related to the data connection are marked for deletion. If you choose to keep these objects, only their relation is removed.
• The following restrictions apply concerning administrative roles:
  • To preview data in the Data Source, you need Modify permissions to the data connection and Read or Modify permissions to the Data Source.
  • To synchronize a data connection, you need Modify permissions to the data connection and Read or Modify permissions to the Data Source.
• Multiple data connections are synchronized in this order:
  1. Organization and People data connections
  2. Classification, Organizational Attributes and People Table Attributes data connections
• To generate a command line that you can use to synchronize data connections outside the Setup and Sync Tool, select the relevant data connection(s), right-click this selection and select Generate command line. This copies a command line to your clipboard, after which you can use it in, for example an Ivanti Automation Job.

See also

• Configure Classification data connections
• Configure Global Table attribute data connections
• Configure Organization data connections
• Configure Organizational Attribute data connections
• Configure People data connections
• Configure People Table attribute data connections
• Synchronize data connections via a command line