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Oracle® Identity Manager Connector Guide for Oracle Internet Directory
Release 9.0.4

Part Number E10436-17
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3 Using the Connector

This chapter is divided into the following sections:

3.1 Performing First-Time Reconciliation

First-time or full reconciliation involves reconciling all existing user records from the target system into Oracle Identity Manager. The following is the sequence of steps involved in reconciling all existing user records:

Note:

In Oracle Identity Manager release 11.1.1, a scheduled job is an instance of a scheduled task. In this guide, the term scheduled task used in the context of Oracle Identity Manager release 9.1.0.x is the same as the term scheduled job in the context of Oracle Identity Manager release 11.1.1.

See Oracle Fusion Middleware Administrator's Guide for Oracle Identity Manager for more information about scheduled tasks and scheduled jobs.

  1. Perform lookup field synchronization by running the scheduled tasks provided for this operation.

    See Section 3.2, "Scheduled Tasks for Lookup Field Synchronization" for information about the attributes of the scheduled tasks for lookup field synchronization.

    See Section 3.4, "Configuring Scheduled Tasks" for information about running scheduled tasks.

  2. Perform user reconciliation by running the scheduled task for user reconciliation.

    See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about the attributes of this scheduled task.

    See Section 3.4, "Configuring Scheduled Tasks" for information about running scheduled tasks.

After first-time reconciliation, depending on the mode in which you configure the connector, one of the following parameters of the OID Server IT resource is automatically set to the time stamp at which the reconciliation run began:

See Also:

Section 2.2, "Installing the Connector on Oracle Identity Manager Release 9.1.0.x or Release 11.1.1" for information about the parameters of the IT resource

From the next reconciliation run onward, only target system user records that are added or modified after the time stamp stored in the IT resource are considered for incremental reconciliation. These records are brought to Oracle Identity Manager when you configure and run the user reconciliation scheduled task.

3.2 Scheduled Tasks for Lookup Field Synchronization

The following scheduled tasks are used for lookup fields synchronization:

You must specify values for the attributes of these scheduled tasks. Table 3-1 describes the attributes of these scheduled tasks. Section 3.4, "Configuring Scheduled Tasks" describes the procedure to configure scheduled tasks.

Note:

  • Attribute values are predefined in the connector XML file that you import. Specify values only for those attributes that you want to change.

  • Values (either default or user-defined) must be assigned to all the attributes. If even a single attribute value were left empty, then reconciliation would not be performed.

Table 3-1 Attributes of the Scheduled Tasks for Lookup Field Synchronization

Attribute Description

LookupCodeName

This attribute holds the name of the lookup definition with which the values are to be synchronized.

  • Default value for groups:

    Lookup.OID.Group

  • Default value for roles:

    Lookup.OID.Role

  • Default value for organizational units and organizations:

    Lookup.OID.Organization

ITResourceName

This attribute holds the name of the IT resource that contains connection information to connect to Oracle Internet Directory

Default value: OID Server

SearchContext

Enter the search context (DN of the root that holds the group or role) to be used for fetching lookup field values from the target system

Default value: dc=corp,dc=company,dc=com

ObjectClass

This attribute holds the name of the object class.

The following are sample values:

  • Default value for groups:

    groupOfUniqueNames

  • Default value for roles:

    OrganizationalRole

  • Default value for organizations:

    Organization

  • Default value for organizational units:

    OrganizationalUnit

CodeKeyLTrimStr

The default value of this attribute is [None]. Do not change this value.

CodeKeyRTrimStr

Enter the string value that must be right-trimmed from each value returned by the scheduled task.

Sample value: ,dc=corp,dc=company,dc=com

If there is nothing to be trimmed, then specify the value [NONE].

ReconMode

Enter REFRESH if you want to completely refresh the existing lookup. Existing values in the lookup definition are deleted and then new values are added.

Enter UPDATE if you want to update the lookup definition with new values. Existing values in the lookup definition are left untouched.

AttrType

This attribute holds the naming attribute of the object on the target system.

  • Default value for roles:

    cn

  • Default value for groups:

    cn

  • Default value for organizations:

    ou

ConfigurationLookup

This attribute holds the name of the configuration lookup definition, which contains values that are used during connector operations.

Default value: Lookup.OID.Configuration


3.3 Configuring Reconciliation

As mentioned earlier in this guide, reconciliation involves duplicating in Oracle Identity Manager the creation of and modifications to user accounts on the target system. This section discusses the following topics related to configuring reconciliation:

3.3.1 Full Reconciliation vs. Incremental Reconciliation

The Last Trusted Recon TimeStamp and Last Target Recon TimeStamp parameters of the IT resource store the time stamp at which a reconciliation run begins. During the next reconciliation run, the scheduled task fetches only target system records that are added or modified after the time stamp stored in the parameter for reconciliation. This is incremental reconciliation.

If you set the time-stamp parameter to 0, then full reconciliation is performed. In full reconciliation, all existing target system records are fetched into Oracle Identity Manager for reconciliation.

You can switch from incremental to full reconciliation at any time by setting the time-stamp parameter to 0.

3.3.2 Limited Reconciliation

By default, all target system records that are added or modified after the last reconciliation run are reconciled during the current reconciliation run. You can customize this process by specifying the subset of added or modified target system records that must be reconciled. You do this by creating a reconciliation filter.

For this connector, you create a filter by specifying a query condition as the value of the SearchFilter attribute while configuring the scheduled task for user, group, or role reconciliation. The query condition must be in the LDAP format, as shown in the following sample value:

(objectclass=inetOrgPerson)

Note:

You must enclose the query condition in parentheses as shown in the sample value.

With this query condition, only records for users whose objectclass is inetOrgPerson are considered for reconciliation.

You can add multiple query conditions by using the logical operators:

  • The AND operator represented by the ampersand (&)

  • The OR operator represented by the vertical bar (|)

  • The EQUAL operator represented by the equal sign (=)

For example, the following query condition is used to limit reconciliation to records of those users whose first name is John and objectclass is inetOrgPerson:

(&(objectClass=inetOrgPerson)(givenname=John))

The following are sample query conditions that can be specified as the value of the SearchFilter attribute:

(&(objectClass=inetOrgPerson)(givenname=John))
(&(objectClass=inetOrgPerson)(sn=Doe))
(&(&(sn=Doe)(givenname=John))(objectClass=inetOrgPerson))
(|(|(sn=lastname)(givenname=firstname))(objectClass=inetOrgPerson))

When you specify a value for the SearchFilter attribute, then only the records that meet both of the following criteria are reconciled:

  • Records that meet the matching criteria specified by the SearchFilter attribute

  • Records that are added or updated after the time-stamp value specified by the time-stamp IT resource parameter

Note:

As mentioned earlier in the guide, the value of the time-stamp IT resource parameter is automatically updated by Oracle Identity Manager. You must not change the value of this parameter.

While specifying a value for the SearchFilter attribute, ensure that you do not include special characters other than the equal sign (=), ampersand (&), vertical bar (|), and parentheses (()) in the query condition.

Note:

An exception is thrown if you include special characters other than the ones specified here.

3.3.3 Paged Reconciliation

Note:

This feature is supported only on Oracle Internet Directory 10.1.4.0.1 or later.

During a reconciliation run, all changes in the target system records are reconciled into Oracle Identity Manager. Depending on the number of records to be reconciled, this process may require a large amount of time. In addition, if the connection breaks during reconciliation, then the process would take longer to complete.

You can configure paged reconciliation to avoid these problems.

To configure paged reconciliation, you must specify a value for the PageSize attribute of the user reconciliation scheduled task while performing the procedure described in Section 3.4, "Configuring Scheduled Tasks."

3.3.4 Reconciliation Scheduled Tasks

When you run the Connector Installer or import the connector XML file, the following reconciliation scheduled tasks are automatically created in Oracle Identity Manager:

3.3.4.1 Scheduled Tasks for User Reconciliation

The following scheduled tasks are used for user reconciliation:

Note:

The procedure to configure these scheduled tasks is described later in the guide.

  • OID User Target Recon Task

  • OID Target Delete Recon Task

  • OID User Trusted Recon Task

  • OID Trusted Delete Recon Task

You must specify values for the set of scheduled tasks that are used for the mode (target resource or trusted source) in which you are using the connector. Table 3-2 describes the attributes of these scheduled tasks.

Note:

This table describes the attributes of all the scheduled tasks for user reconciliation. Some of these attributes are not common to all the scheduled tasks.

Section 3.4, "Configuring Scheduled Tasks" describes the procedure to configure scheduled tasks.

Table 3-2 Attributes of the User Reconciliation Scheduled Tasks

Attribute Description

ITResourceName

Enter the name of the IT resource for the target system installation from which you want to reconcile user records.

Default value: OID IT Resource

TrustedResourceObjectName

This attribute holds the name of the resource object that is used in trusted reconciliation.

Default value: Xellerate User

TargetResourceObjectName

This attribute holds the name of the resource object that is used in target reconciliation.

Default value: OID User

SearchBase

Enter the DN value of the user container from which users must be reconciled into Oracle Identity Manager.

Default value: dc=corp,dc=company,dc=com

ConfigurationLookup

This attribute holds the name of the lookup definition that stores the configurable attributes used for connector operations.

Default value: Lookup.OID.Configuration

SearchFilter

Enter the search filter in LDAP format for fetching records from the target system during the reconciliation run.

Default value: (objectclass=inetOrgPerson)

See Section 3.3.2, "Limited Reconciliation" for more information.

Recon Attribute Lookup Code

This attribute holds the name of the lookup definition that holds mapping between the OID User resource object and target system attributes.

Default value: AttrName.Recon.Map.OID

Organization

This attribute holds the name of the Oracle Identity Manager organization in which reconciled users must be created.

Default value: Xellerate Users

Xellerate Type

This attribute holds the default employee type for the OIM User.Default value: End-User Administrator

Role

This attribute holds the default role for the OIM User.

Default value: Consultant

PageSize

This attribute is used for paged reconciliation. During a reconciliation run, the total set of records to be reconciled is divided into pages and the PageSize attribute specifies the number of records that must constitute one page. It is recommended that you set a page size between 100 and 1000.

Default value: 100

See Section 3.3.3, "Paged Reconciliation" for more information.

SearchScope

This attribute determines the search scope of users within the DN specified as the value of the SearchBase attribute.

Enter onelevel if you want the connector to fetch records only from the same level of the DN. The DN is specified as the value of the SearchBase attribute.

Enter subtree if you want the connector to fetch records from the of the DN (specified as the value of the SearchBase attribute) and all its subtrees.


3.3.4.2 Scheduled Tasks for Group and Role Reconciliation

The following scheduled tasks are used for reconciling groups or roles:

Note:

You cannot reconcile group data and role data from the target system if you are using Oracle Identity Manager release 11.1.1. This issue is tracked by Bug 9799541 in Chapter 6, "Known Issues."

  • OID Group Recon Task

  • OID Role Recon Task

You must specify values for the scheduled tasks that are used for group or role reconciliation. Table 3-3 describes the attributes of these scheduled tasks.

Table 3-3 Attributes of the Group and Role Reconciliation Scheduled Tasks

Attribute Description

ConfigurationLookup

This attribute holds the name of the lookup definition that stores the configurable attributes used for connector operations.

Default value: Lookup.OID.Configuration

Field Lookup Code

This attribute holds the name of the lookup definition that stores reconciliation field mappings for group or role connector operations.Provide the corresponding reconciliation lookup mappings.

Default value:

For group reconciliation: Lookup.OIDGroupReconciliation.FieldMap

For role reconciliation: Lookup.OIDRoleReconciliation.FieldMap

isRoleRecon

Enter yes if you want role reconciliation to be performed.

Enter no if you want group reconciliation to be performed.

Default value: yes

ITResourceName

This attribute holds the name of the IT resource that contains connection information to connect to Oracle Internet Directory.

Default value: OID IT Resource

MultiValued Attributes

Enter the list of multivalued attributes that you add for reconciliation and provisioning.

The default value of this attribute is[NONE].

Sample value: owner|description

See the following sections for information about adding multivalued attributes:

Section 4.2, "Adding New Multivalued Attributes for Target Resource Reconciliation"

Section 4.7, "Adding New Multivalued Attributes for Provisioning"

ResourceObjectName

Enter the name of the resource object into which groups or roles are to be reconciled.The value can be one of the following:

  • For group reconciliation: OID Group

  • For role reconciliation: OID Role

SearchBase

Enter the DN value of the user container from which users must be reconciled into Oracle Identity Manager.

Sample value: cn=users,dc=hostname,dc=com

In this value, users is the name of the user container and hostname is the host name under which the oracle context is created.

SearchFilter

Enter the search filter in LDAP format for fetching records from the target system during the reconciliation run.

Default value: (objectclass=inetOrgPerson)

See Section 3.3.2, "Limited Reconciliation" for more information.


3.4 Configuring Scheduled Tasks

You can apply the procedure described in this section to configure the scheduled tasks for lookup field synchronization and reconciliation.

Table 3-4 lists the scheduled tasks that form part of the connector.

Table 3-4 Scheduled Tasks for Lookup Field Synchronization and Reconciliation

Scheduled Task Description

Organization Lookup Reconciliation

This scheduled task is used for organization lookup field synchronization. See Section 3.2, "Scheduled Tasks for Lookup Field Synchronization" for information about this scheduled task.

Role Lookup Reconciliation

This scheduled task is used for role lookup field synchronization. See Section 3.2, "Scheduled Tasks for Lookup Field Synchronization" for information about this scheduled task.

Group Lookup Reconciliation

This scheduled task is used for group lookup field synchronization. See Section 3.2, "Scheduled Tasks for Lookup Field Synchronization" for information about this scheduled task.

OID User Trusted Recon Task

This scheduled task is used for user reconciliation when the target system is configured as a trusted source. See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about this scheduled task.

OID User Target Recon Task

This scheduled task is used for user reconciliation when the target system is configured as a target resource. See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about this scheduled task.

OID Trusted Delete Recon Task

This scheduled task is used for reconciliation of deleted users when the target system is configured as a trusted source. See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about this scheduled task.

OID Target Delete Recon Task

This scheduled task is used for reconciliation of deleted users when the target system is configured as a target resource. See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about this scheduled task.

OID Group Recon Task

This scheduled task is used for reconciliation of groups from the target system. See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about this scheduled task.

OID Role Recon Task

This scheduled task is used for reconciliation of roles from the target system. See Section 3.3.4, "Reconciliation Scheduled Tasks" for information about this scheduled task.


To configure a scheduled task:

  1. Log in to the Administrative and User Console.

  2. Do one of the following:

    1. If you are using Oracle Identity Manager release 9.1.0.x, expand Resource Management, and then click Manage Scheduled Task.

    2. If you are using Oracle Identity Manager release 11.1.1, then on the Welcome to Oracle Identity Manager Self Service page, click Advanced.

  3. Search for and open the scheduled task as follows:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. On the Scheduled Task Management page, enter the name of the scheduled task as the search criteria and then click Search.

      2. In the search results table, click the edit icon in the Edit column for the scheduled task.

      3. On the Scheduled Task Details page where the details of the scheduled task that you selected is displayed, click Edit.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the Welcome to Oracle Identity Manager Advanced Administration page, in the System Management section, click Search Scheduled Jobs.

      2. On the left pane, in the Search field, enter the name of the scheduled job as the search criterion. Alternatively, you can click Advanced Search and specify the search criterion.

      3. In the search results table on the left pane, click the scheduled job in the Job Name column.

  4. Modify the details of the scheduled task. To do so:

    1. If you are using Oracle Identity Manager release 9.1.0.x, then on the Edit Scheduled Task Details page, modify the following parameters, and then click Continue:

      • Status: Specify whether you want to leave the task in the enabled state. In the enabled state, the task is ready for use.

      • Max Retries: Enter an integer value in this field. This number represents the number of times Oracle Identity Manager must attempt to complete the task before assigning the ERROR status to the task. The default value is 1.

      • Next Start: Use the date editor to specify the date when you want the task to run. After you select a date value in the date editor, you can modify the time value that is automatically displayed in the Next Start field.

      • Frequency: Specify the frequency at which you want the task to run.

    2. If you are using Oracle Identity Manager release 11.1.1, then on the Job Details tab, you can modify the following parameters:

      • Retries: Enter an integer value in this field. This number represents the number of times the scheduler tries to start the job before assigning the Stopped status to the job.

      • Schedule Type: Depending on the frequency at which you want the job to run, select the appropriate schedule type.

      Note:

      See Oracle Fusion Middleware Administrator's Guide for Oracle Identity Manager for detailed information about schedule types.

      In addition to modifying the job details, you can enable or disable a job.

  5. Specify values for the attributes of the scheduled task. To do so:

    Note:

    • Attribute values are predefined in the connector XML file that you import. Specify values only for those attributes that you want to change.

    • Values (either default or user-defined) must be assigned to all the attributes. If even a single attribute value is left empty, then reconciliation is not performed.

    • Attributes of the scheduled task are discussed in Section 3.3.4, "Reconciliation Scheduled Tasks."

    • If you are using Oracle Identity Manager release 9.1.0.x, then on the Attributes page, select the attribute from the Attribute list, specify a value in the field provided, and then click Update.

    • If you are using Oracle Identity Manager release 11.1.1, then on the Job Details tab, in the Parameters region, specify values for the attributes of the scheduled task.

  6. After specifying the attributes, do one of the following:

    • If you are using Oracle Identity Manager release 9.1.0.x, then click Save Changes to save the changes.

      Note:

      The Stop Execution option is not available in the Administrative and User Console. If you want to stop a task, then click Stop Execution on the Task Scheduler form of the Design Console.

    • If you are using Oracle Identity Manager release 11.1.1, then click Apply to save the changes.

      Note:

      The Stop Execution option is available in the Administrative and User Console. You can use the Scheduler Status page to either start, stop, or reinitialize the scheduler.

3.5 Performing Provisioning Operations

This section discusses the following topics:

3.5.1 Provisioning Users

Provisioning a resource for an OIM User involves using Oracle Identity Manager to create an Oracle Internet Directory account for the user.

When you install the connector on Oracle Identity Manager release 11.1.1, the direct provisioning feature is automatically enabled. This means that the process form is enabled when you install the connector.

If you configure the connector for request-based provisioning, then the process form is suppressed and the object form is displayed. In other words, direct provisioning is disabled when you configure the connector for request-based provisioning. If you want to revert to direct provisioning, then perform the procedure described in Section 3.6, "Switching Between Request-Based Provisioning and Direct Provisioning on Oracle Identity Manager Release 11.1.1."

This following are types of provisioning operations:

  • Direct provisioning

  • Request-based provisioning

  • Provisioning triggered by policy changes

See Also:

Oracle Fusion Middleware User's Guide for Oracle Identity Manager for information about the types of provisioning

This section discusses the following topics:

3.5.1.1 Direct Provisioning

To provision a resource by using the direct provisioning approach:

  1. Log in to the Administrative and User Console.

  2. If you want to first create an OIM User and then provision a target system account, then:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. From the Users menu, select Create.

      2. On the Create User page, enter values for the OIM User fields and then click Create User.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the Welcome to Identity Administration page, in the Users region, click Create User.

      2. On the Create User page, enter values for the OIM User fields, and then click Save.

  3. If you want to provision a target system account to an existing OIM User, then:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. From the Users menu, select Manage.

      2. Search for the OIM User and select the link for the user from the list of users displayed in the search results.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the Welcome to Identity Administration page, search for the OIM User by selecting Users from the Search list on the left pane.

        Alternatively, in the Users region, click Advanced Search - User, provide a search criterion, and then click Search.

      2. From the list of users displayed in the search results, select the OIM User. The user details page is displayed on the right pane.

  4. Depending on the Oracle Identity Manager release you are using, perform one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. On the User Detail page, select Resource Profile from the list at the top of the page.

      2. On the Resource Profile page, click Provision New Resource.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the user details page, click the Resources tab.

      2. From the Action menu, select Add Resource. Alternatively, you can click the add resource icon with the plus (+) sign. The Provision Resource to User page is displayed in a new window.

  5. On the Step 1: Select a Resource page, select OID User from the list and then click Continue.

  6. On the Step 2: Verify Resource Selection page, click Continue.

  7. On the Step 5: Provide Process Data for OID User Details page, enter the details of the account that you want to create on the target system and then click Continue.

  8. On the Step 5: Provide Process Data for OID User Group Membership Details page, search for and select a group for the user on the target system and then click Continue.

  9. On the Step 6: Verify Process Data page, verify the data that you have provided and then click Continue.

  10. The "Provisioning has been initiated" message is displayed. Perform one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, click Back to User Resource Profile. The Resource Profile page shows that the resource has been provisioned to the user.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. Close the window displaying the "Provisioning has been initiated" message.

      2. On the Resources tab, click Refresh to view the newly provisioned resource.

3.5.1.2 Request-Based Provisioning

Note:

The information provided in this section is applicable only if you are using Oracle Identity Manager release 11.1.1.

A request-based provisioning operation involves both end users and approvers. Typically, these approvers are in the management chain of the requesters. The following sections discuss the steps to be performed by end users and approvers during a request-based provisioning operation:

Note:

The procedures described in these sections are built on an example in which the end user raises or creates a request for provisioning a target system account. This request is then approved by the approver.

3.5.1.2.1 End User's Role in Request-Based Provisioning

The following steps are performed by the end user in a request-based provisioning operation:

See Also:

Oracle Fusion Middleware User's Guide for Oracle Identity Manager for detailed information about these steps

  1. Log in to the Administrative and User Console.

  2. On the Welcome page, click Advanced in the upper-right corner of the page.

  3. On the Welcome to Identity Administration page, click the Administration tab, and then click the Requests tab.

  4. From the Actions menu on the left pane, select Create Request.

    The Select Request Template page is displayed.

  5. From the Request Template list, select Provision Resource and click Next.

  6. On the Select Users page, specify a search criterion in the fields to search for the user that you want to provision the resource, and then click Search. A list of users that match the search criterion you specify is displayed in the Available Users list.

  7. From the Available Users list, select the user to whom you want to provision the account.

    If you want to create a provisioning request for more than one user, then from the Available Users list, select users to whom you want to provision the account.

  8. Click Move or Move All to include your selection in the Selected Users list, and then click Next.

  9. On the Select Resources page, click the arrow button next to the Resource Name field to display the list of all available resources.

  10. From the Available Resources list, select OID User, move it to the Selected Resources list, and then click Next.

  11. On the Resource Details page, enter details of the account that must be created on the target system, and then click Next.

  12. On the Justification page, you can specify values for the following fields, and then click Finish.

    • Effective Date

    • Justification

    A message confirming that your request has been sent successfully is displayed along with the Request ID.

  13. If you click the request ID, then the Request Details page is displayed.

  14. To view details of the approval, on the Request Details page, click the Request History tab.

3.5.1.2.2 Approver's Role in Request-Based Provisioning

The following are steps performed by the approver in a request-based provisioning operation:

  1. Log in to the Administrative and User Console.

  2. On the Welcome page, click Self-Service in the upper-right corner of the page.

  3. On the Welcome to Identity Manager Self Service page, click the Tasks tab.

  4. On the Approvals tab, in the first section, you can specify a search criterion for request task that is assigned to you.

  5. From the search results table, select the row containing the request you want to approve, and then click Approve Task.

    A message confirming that the task was approved is displayed.

3.5.2 Provisioning Organizational Units, Groups, and Roles

See Also:

Oracle Fusion Middleware User's Guide for Oracle Identity Manager for detailed information about these steps

To provision an organizational unit:

  1. Log in to the Oracle Identity Manager Administrative and User Console.

  2. Create an organization. To do so:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. Expand Organizations, and then click Create.

      2. Specify a name and the type for the organization that you want to create, and then click Create Organization.

        The organization is created.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the Welcome page, click Administration in the upper-right corner of the page.

      2. On the Welcome to Identity Administration page, from the Organizations section, click Create Organization.

      3. On the Create Organization page, enter values for the Name, Type, and Parent Organization (optional) fields, and then click Save.

        The organization is created.

  3. Depending on the Oracle Identity Manager release you are using, perform one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. Select Resource Profile from the list.

      2. Click Provision New Resource.

        The Provision Resource to Organization page is displayed.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the organization details page, click the Resources tab.

      2. From the Actions menu, select Provision. Alternatively, click Provision on the toolbar. The Provision Resource to Organization page is displayed in a new window.

  4. On the Step 1: Select a Resource page, search for and select the organizational unit you want to provision, and then click Continue.

  5. On the Step 2: Verify Resource Selection page, verify the data that you provided, and then click Continue.

  6. On the Step 5: Provide Process Data page, enter the details of the organizational unit that you want to provision and then click Continue.

  7. On the Step 6: Verify Process Data page, verify the data that you have provided and then click Continue.

  8. The "Provisioning has been initiated" message is displayed. Perform one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, click Back to User Resource Profile. The Resource Profile page shows that the organizational unit has been provisioned to the organization.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. Close the window displaying the "Provisioning has been initiated" message.

      2. On the Resources tab, click Refresh to view the newly provisioned organizational unit.

To provision a group or role:

  1. Log in to the Oracle Identity Manager Administrative and User Console.

  2. Search for and open the organization to which you want to provision a group or role by performing one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. From the Organizations menu, select Manage.

      2. Search for the organization and select the link for the organization from the list of organizations displayed in the search results.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the Welcome to Identity Administration page, in the Organizations section, click Advanced Search - Organizations, provide a search criterion, and then click Search.

        Alternatively, search for the organization by selecting Organizations from the list on the left pane.

      2. From the organizations displayed in the search results table, click the row containing the organization to which to want to provision a group or role.

        The organization details page is displayed.

  3. Depending on the Oracle Identity Manager release you are using, perform one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, then:

      1. On the Organization Detail page, select Resource Profile from the list at the top of the page.

      2. On the Resource Profile page, click Provision New Resource.

        The Provision Resource to Organization page is displayed.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. On the organization details page, click the Resources tab.

      2. From the Actions menu, select Provision. Alternatively, click Provision on the toolbar. The Provision Resource to Organization page is displayed in a new window.

  4. On the Step 1: Select a Resource page, select one of the following options, and then click Continue:

    • Select the group option if you want to create a group.

      The default settings to enable provisioning of Groups in organizational units in the AttrName.Group.Prov.Map.OID lookup definition are listed in the following table:

      Code Key Decode

      Group Name

      cn


    • Select the role option if you want to create a group.

      The default settings to enable provisioning of Roles in organizational units in the AttrName.Role.Prov.Map.OID lookup definition are listed in the following table:

      Code Key Decode

      Role Name

      cn


  5. On the Step 2: Verify Resource Selection page, verify the data that you provided, and then click Continue.

  6. On the Step 5: Provide Process Data page, depending on whether you have selected a group or role while performing Step 4, enter the group or role details, and then click Continue.

  7. On the Step 6: Verify Process Data page, verify the data that you have provided and then click Continue.

  8. The "Provisioning has been initiated" message is displayed. Perform one of the following steps:

    • If you are using Oracle Identity Manager release 9.1.0.x, click Back to User Resource Profile. The Resource Profile page shows that the group or role has been provisioned to the organization.

    • If you are using Oracle Identity Manager release 11.1.1, then:

      1. Close the window displaying the "Provisioning has been initiated" message.

      2. On the Resources tab, click Refresh to view the newly provisioned group or role.

3.5.3 Enabling Provisioning of Users in Organizations and Organizational Units

Note:

This section describes an optional procedure. You need not perform this procedure if you do not want to enable provisioning of users in organizations.

In the Lookup.OID.Configuration lookup definition, the following are default settings for enabling provisioning of users in organizational units:

  • ldapOrgDNPrefix=ou

  • ldapOrgUnitObjectClass=OrganizationalUnit

See Also:

Appendix A, "Attribute Mappings Between Oracle Identity Manager and Oracle Internet Directory" for information about attribute mappings between Oracle Identity Manager and Oracle Internet Directory

3.6 Switching Between Request-Based Provisioning and Direct Provisioning on Oracle Identity Manager Release 11.1.1

Note:

It is assumed that you have performed the procedure described in Section 2.3.1.8, "Configuring Oracle Identity Manager for Request-Based Provisioning."

On Oracle Identity Manager release 11.1.1, if you want to switch from request-based provisioning to direct provisioning, then:

  1. Log in to the Design Console.

  2. Disable the Auto Save Form feature as follows:

    1. Expand Process Management, and then double-click Process Definition.

    2. Search for and open the OID User process definition.

    3. Deselect the Auto Save Form check box.

    4. Click the Save icon.

  3. If the Self Request Allowed feature is enabled, then:

    1. Expand Resource Management, and then double-click Resource Objects.

    2. Search for and open the OID User resource object.

    3. Deselect the Self Request Allowed check box.

    4. Click the Save icon.

On Oracle Identity Manager release 11.1.1, if you want to switch from direct provisioning back to request-based provisioning, then:

  1. Log in to the Design Console.

  2. Enable the Auto Save Form feature as follows:

    1. Expand Process Management, and then double-click Process Definition.

    2. Search for and open the OID User process definition.

    3. Select the Auto Save Form check box.

    4. Click the Save icon.

  3. If you want to enable end users to raise requests for themselves, then:

    1. Expand Resource Management, and then double-click Resource Objects.

    2. Search for and open the OID User resource object.

    3. Select the Self Request Allowed check box.

    4. Click the Save icon.