Reconciliation

Reconciliation compares the contents of the account index to what each resource currently contains. Reconciliation can perform the following functions:

• Detect new and deleted accounts

• Detect changes in account attribute values

• Correlate accounts with Waveset users

• Detect accounts that are not associated with Waveset users

• Run a workflow in response to each account situation that it detects

• Detect when a user has been moved from one container on a resource to another container on a resource

An adapter must have been configured for the resource before you can reconcile. See Resource Reference for more information about adapters.

There are two types of reconciliation: full and incremental.

Full Reconciliation

Full reconciliation recalculates the existence, ownership, and situation for each account ID listed by the adapter. It examines each Waveset user that claims the resource to recalculate ownership.

An Waveset user can claim a resource by:

• Having a role that implies the resource

• Having a direct resource assignment

• Referring to an account on that resource

• Having a resource group

For each account, reconciliation process confirms that any Waveset owner recorded in the Account Index still exists and still claims the account. Any account that does not have an owner is correlated with Waveset users (as long as reconciliation policy for that resource specifies a correlation rule). If a correlation rule suggests one or more possible owners, then each of them will be double-checked in a confirmation rule (if one is specified). See Correlation and Confirmation Rulesfor more information about rules.

Once a situation has been determined for the account, reconciliation will perform any response that is configured in the reconciliation policy for that resource. If the reconciliation policy specifies a workflow to be performed per-account, full reconciliation will perform this for each account that is reconciled, after the situation action is performed. See Reconciliation Workflows for more information about workflows.

Incremental Reconciliation

Incremental reconciliation is analogous to incremental backup: it is faster than full reconciliation, and does most of what you need, but is not as complete as full reconciliation.

Incremental reconciliation trusts that the information maintained in the account index is correct. Trusting that the list of known account IDs is correct, and that ownership of the account by any Waveset owner is correctly recorded, allows incremental reconciliation to skip or shorten several processing phases.

Incremental reconciliation skips the step of examining Waveset users that claim the resource. Incremental reconciliation also calculates a situation only for accounts that have been added or deleted since the resource was last reconciled. It does this by comparing the list of account IDs in the account index for that resource to the list of account IDs returned by the resource adapter. New accounts are recorded as existing, deleted accounts are recorded as no longer existing, and only these two sets of accounts are processed further.

Because incremental reconciliation is much faster and uses fewer processing cycles than full reconciliation, you may want to schedule incremental reconciliation more frequently and schedule full reconciliation less often.