Identity Manager uses two forms when processing ActiveSync user events:
Proxy Admin form. Identity Manager processes this form during both the User view creation and check in.
ActiveSync form. Identity Manager processes this form after the initial creation of the User view and after processing the Proxy Admin form. Best practice suggests assigning an empty form to the Proxy Admin so the appropriate form logic is applied to ActiveSync events, and potential problems created by default Tabbed User form are avoided.
The resource form is the form that the administrator selects from a pull-down menu when the resource is created or edited. A reference to a selected form is stored in the resource object.
Resource forms are used with Active Sync-enabled adapters in the following ways:
Translate incoming attributes from the schema map.
Generate fields such as password, role, and organization.
Provide simple control logic for custom processing, including logic for handling the cases of new and existing users, as well as logic for disabling or deleting the Identity Manager user when a deletion has been detected.
Copy and optionally transform attributes from activeSync to fields that the user form takes as inputs. The required fields for a creation operation are waveset.accountId and waveset.password. Other field can be set, too, (for example, accounts[AD].email or waveset.resources).
Cancel the processing of the user by setting IAPI.cancel to true. This is often used to ignore updates to certain users.
The following example shows a simple field that will ignore all users with the last name Doe.
Resource forms include logic for handling the cases of new and existing users, as well as logic for disabling or deleting the Identity Manager user when a deletion has been detected.
The user form is used for editing from the Identity Manager interface. You assign it by assigning a proxy administrator to the adapter. If the proxy administrator has a User form associated with him, this form is applied to the User view at processing time.
You set a proxy administrator for an adapter through the ProxyAdministrator attribute, which you can set to any Identity Manager administrator. All Active Sync-enabled adapter operations are performed as though the Proxy Administrator was performing them. If no proxy administrator is assigned, the default user form is specified.
Best practice suggests keeping common changes, such as deriving a full name from the first and last name, in the User form. The resource form should contain resource-specific changes, such as disabling the user when their HR status changes. However, you can alternatively place it in an included form after the desired attributes are placed in a common path, such as incoming.