5 Using the Salesforce Connector

You can use the connector for performing reconciliation and provisioning operations after configuring it to meet your requirements.

• Configuring Reconciliation

• Configuring Provisioning

• Scheduled Job for Reconciliation of Groups

• Configuring Reconciliation Jobs

• Uninstalling the Connector

5.1 Configuring Reconciliation

Reconciliation involves duplicating in Oracle Identity Governance the creation of and modifications to user accounts on the target system.

This section provides details on the following topics related to configuring reconciliation:

• Performing Full Reconciliation

• Performing Limited Reconciliation

• Reconciling Large Number of Records

5.1.1 Performing Full Reconciliation

Full reconciliation involves reconciling all active user records from the target system into Oracle Identity Governance.

If you want to get the frozen users in the Full Reconciliation Scheduled Job use the below

Filter Value For frozen users: WHERE+Id+IN+(SELECT+UserId+FROM+UserLogin+WHERE+IsFrozen=false)

The connector cannot support incremental reconciliation because the target system does not provide a way for tracking the time at which account data is created or modified.

If the target system contains more than 2200 records, then use the Flat File connector to perform full reconciliation as Salesforce.com does not allow you to reconcile more than 2200 users even after pagination. See Reconciling Large Number of Records.

5.1.2 Performing Limited Reconciliation

Limited or filtered reconciliation is the process of limiting the number of records being reconciled based on a set filter criteria.

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 filters for the reconciliation module.

You can perform limited reconciliation by creating filters for the reconciliation module. This connector provides a filter attribute that allows you to use any of the attributes of the target system to filter target system records.

You specify a value for the filter attribute while configuring the user reconciliation scheduled job.

Filter value: WHERE+id+=+'0055g00000B5GYL'

Note:

If the target system contains more than 2200 records, then use the Flat File connector to perform limited reconciliation as Salesforce does not allow you to reconcile more than 2200 users even after pagination. Otherwise, use appropriate filters to reduce the records count. See Reconciling Large Number of Records.

5.1.3 Reconciling Large Number of Records

During a reconciliation run, if the target system contains more than 2200 records, then you must use the Flat File connector to fetch all the records into Oracle Identity Governance.

To reconcile a large number of records from the target system into Oracle Identity Governance:

1. Export all users in the target system to a flat file.
2. Copy the flat file to a location that is accessible from Oracle Identity Governance.
3. Create a schema file representing the structure of the flat file.
4. Install the Flat File connector.
5. Configure the Flat File IT resource.
6. If you want to perform trusted source reconciliation, then configure and run the Flat File Users Loader scheduled job.
   While configuring this scheduled job, ensure that you set the value of the Target IT Resource Name attribute to Salesforce and Target Resource Object Name to Salesforce User Trusted.
7. If you want to perform target resource reconciliation, then configure and run the Flat File Accounts Loader scheduled job.
   While configuring this scheduled job, ensure that you set the value of the Target IT Resource Name attribute to Salesforce and Target Resource Object Name to Salesforce User.

5.2 Configuring Provisioning

Learn about performing provisioning operations in Oracle Identity Governance and the guidelines that you must apply while performing these operations.

• Guidelines on Performing Provisioning Operations

• Performing Provisioning Operations

5.2.1 Guidelines on Performing Provisioning Operations

These are the guidelines that you must apply while performing provisioning operations.

• For a Create User provisioning operation, you must specify a value for the User Name field along with the domain name. For example, [e-mail].

• During a group provisioning operation you must give a value for DisplayName.

• While assigning multiple groups with the same name, the target system appends a number to the group name. Therefore, you must execute Group target reconciliation job every time multiple groups with the same name are provisioned on the target system to bring the target system and Oracle Identity Governance in synchronization.

5.2.2 Performing Provisioning Operations

You create a new user in Identity Self Service by using the Create User page. You provision or request for accounts on the Accounts tab of the User Details page.

To perform provisioning operations in Oracle Identity Governance:

1. Log in to Identity Self Service.
2. Create a user as follows:
   1. In Identity Self Service, click Manage. The Home tab displays the different Manage option. Click Users. The Manage Users page is displayed.
   2. From the Actions menu, select Create. Alternatively, you can click Create on the toolbar. The Create User page is displayed with input fields for user profile attributes.
   3. Enter details of the user in the Create User page.
3. On the Account tab, click Request Accounts.
4. In the Catalog page, search for and add to cart the application instance for the connector that you configured earlier, and then click Checkout.
5. Specify value for fields in the application form and then click Ready to Submit.
6. Click Submit.

See Also:

Creating a User in Oracle Fusion Middleware Performing Self Service Tasks with Oracle Identity Governance for details about the fields on the Create User page

5.3 Scheduled Job for Reconciliation of Groups

After you create an application, the Salesforce Group Recon scheduled job is automatically created for Group Management in Oracle Identity Governance. You must configure the scheduled job to suit your requirements by specifying values for its attributes.

Table 5-1 Attributes of the Salesforce Group Recon Scheduled Job

Attribute	Description
IT Resource Name	Enter the name of the IT resource for the target system installation from which you want to reconcile user records Default Value: Salesforce
Object Type	Enter the type of object whose values must be synchronized. Default Value: __GROUP__ Note: Do not change the value of this attribute.
OIM Organization Name	Enter the name of the Oracle Identity Governance organization in which reconciled groups must be created or updated.
Resource Object Name	This attribute holds the name of the resource object used for reconciliation. Default value: Salesforce Group Note: Do not change the default value.
Scheduled Task Name	Name of the scheduled task used for reconciliation. Default Value: Salesforce Group Reconciliation Note: Do not modify the value of this attribute

5.4 Configuring Reconciliation Jobs

Configure reconciliation jobs to perform reconciliation runs that check for new information on your target system periodically and replicates the data in Oracle Identity Governance.

You can apply this procedure to configure the reconciliation jobs for users and entitlements.

To configure a reconciliation job:

1. Log in to Identity System Administration.
2. In the left pane, under System Management, click Scheduler.
3. Search for and open the scheduled job as follows:
   1. 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.
   2. In the search results table on the left pane, click the scheduled job in the Job Name column.
4. On the Job Details tab, you can modify the parameters of the scheduled task:
   • 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. See Creating Jobs in Oracle Fusion Middleware Administering Oracle Identity Governance.

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

5. On the Job Details tab, in the Parameters region, specify values for the attributes of the scheduled task.

   Note:

   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.

6. Click Apply to save the changes.

   Note:

   You can use the Scheduler Status page in Identity System Administration to either start, stop, or reinitialize the scheduler.

5.5 Uninstalling the Connector

Uninstalling the connector deletes all the account-related data associated with its resource objects.

If you want to uninstall the connector for any reason, then run the Uninstall Connector utility. Before you run this utility, ensure that you set values for ObjectType and ObjectValues properties in the ConnectorUninstall.properties file. For example, if you want to delete resource objects, scheduled tasks, and scheduled jobs associated with the connector, then enter "ResourceObject", "ScheduleTask", "ScheduleJob" as the value of the ObjectType property and a semicolon-separated list of object values corresponding to your connector (for example, Salesforce User; Salesforce Group) as the value of the ObjectValues property.

Note:

If you set values for the ConnectorName and Release properties along with the ObjectType and ObjectValue properties, then the deletion of objects listed in the ObjectValues property is performed by the utility and the Connector information is skipped.

For more information, see Uninstalling Connectors in Oracle Fusion Middleware Administering Oracle Identity Governance.