Novell IDENTITY MANAGER 3.6.1 - WORKORDER DRIVER IMPLEMENTATION GUIDE... User manual

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novdocx (en) 17 September 2009

AUTHORIZED DOCUMENTATION

Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.

Identity Manager

3.6.1

December 18, 2009

WorkOrder Driver Implementation Guide

novdocx (en) 17 September 2009

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4Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.

novdocx (en) 17 September 2009

Contents 5

Contents

novdocx (en) 17 September 2009

About This Guide 7

1Overview 9

1.1 The Work Order Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.1.1 Subscriber Channel Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

1.1.2 Publisher Channel Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.2 Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.3 Support for Standard Driver Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.4 Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

2 Implementation Checklist 15

3 Installing Driver Files 17

4 Creating a New Driver 19

4.1 Creating the WorkOrder Container in the Identity Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

4.2 Creating the Driver in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

4.2.1 Importing the Driver Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

4.2.2 Configuring the Driver Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

4.2.3 Deploying the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4.2.4 Starting the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4.3 Creating the Driver in iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

4.3.1 Importing the Driver Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

4.3.2 Configuring the Driver Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

4.3.3 Starting the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

4.4 Activating the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

5 Upgrading an Existing Driver 27

5.1 Supported Upgrade Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

5.2 What’s New in Version 3.6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

5.3 Upgrade Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

6 Customizing the Driver 29

6.1 Policies and Rules Used in the Basic Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

6.1.1 Subscriber Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

6.1.2 Publisher Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

6.2 Human Resource Example Using an HR Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

6.2.1 Human Resource Driver Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

6.2.2 WorkOrder Driver Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

6.3 Human Resource Example without an HR Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

6.3.1 Filter Additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

6.3.2 Subscriber Create Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

6.3.3 Subscriber Command Transform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

6.3.4 Work Order E-Mail Notification of Work Order Completion . . . . . . . . . . . . . . . . . . . . 34

6Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.

novdocx (en) 17 September 2009

7 Creating and Managing Work Orders 35

7.1 Using Drivers to Create Work Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

7.2 Using iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

7.2.1 Creating a New Work Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

7.2.2 Editing Work Order Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

7.2.3 Filtering the Work Order List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

8 Managing the Driver 39

9 Troubleshooting Driver Processes 41

A Driver Properties 43

A.1 Driver Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

A.1.1 Driver Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

A.1.2 Driver Object Password (iManager Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

A.1.3 Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

A.1.4 Startup Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

A.1.5 Driver Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

A.1.6 ECMAScript (Designer Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

A.2 Global Configuration Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

B Objects and Attributes Used 49

B.1 New Objects Used by the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

B.1.1 DirXML-WorkOrder Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

B.1.2 DirXML-WorkToDo Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

B.2 DoItNow and SendToPublisher Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

B.2.1 DoItNow Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

B.2.2 SendToPublisherFlag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

C Schema and Policy Rules For Work Order Management 51

C.1 DirXML-WorkOrder Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

C.2 DirXML-WorkToDo Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

C.3 Publisher Placement Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

C.4 Subscriber Placement Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

C.5 Subscriber Create Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

About This Guide 7

novdocx (en) 17 September 2009

About This Guide

This guide explains how to install and configure the Novell®Identity Manager WorkOrder driver.

Chapter 1, “Overview,” on page 9

Chapter 2, “Implementation Checklist,” on page 15

Chapter 3, “Installing Driver Files,” on page 17

Chapter 4, “Creating a New Driver,” on page 19

Chapter 5, “Upgrading an Existing Driver,” on page 27

Chapter 6, “Customizing the Driver,” on page 29

Chapter 7, “Creating and Managing Work Orders,” on page 35

Chapter 8, “Managing the Driver,” on page 39

Chapter 9, “Troubleshooting Driver Processes,” on page 41

Appendix A, “Driver Properties,” on page 43

Appendix B, “Objects and Attributes Used,” on page 49

Appendix C, “Schema and Policy Rules For Work Order Management,” on page 51

Audience

This guide is intended for developers and administrators using Identity Manager and the WorkOrder

driver.

Feedback

We want to hear your comments and suggestions about this manual and the other documentation

included with this product. Please use the User Comments feature at the bottom of each page of the

online documentation, or go to www.novell.com/documentation/feedback.html and enter your

comments there.

Documentation Updates

For the most recent version of the Identity Manager WorkOrder Driver Implementation Guide, visit

the Identity Manager Documentation Web site (http://www.novell.com/documentation/

idm36drivers).

Additional Documentation

For documentation on other Identity Manager drivers, see the Identity Manager Documentation Web

site (http://www.novell.com/documentation/idm36drivers).

Documentation Conventions

In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and

items in a cross-reference path.

8Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.

novdocx (en) 17 September 2009

A trademark symbol (®, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party

trademark.

Overview

novdocx (en) 17 September 2009

Overview

Typically, changes to data in the Identity Vault or a connected application are immediately

processed. Work orders enable you to schedule when tasks are to be performed.

For example, a new employee is hired but is not scheduled to start for a month. The employee needs

to be added to the HR database but should not be granted access to any corporate resources (e-mail,

servers, and so forth) until the start date. In a typical scenario, the user would be granted access as

soon as he or she is added to the HR database. With work orders implemented, a work order is

created that delays account provisioning to the user’s start date.

The WorkOrder driver provides work order functionality. The following sections introduce the

WorkOrder driver and the key concepts and terminology associated with the driver:

Section 1.1, “The Work Order Process,” on page 9

Section 1.2, “Key Features,” on page 14

Section 1.3, “Support for Standard Driver Functions,” on page 14

Section 1.4, “Terminology,” on page 14

1.1 The Work Order Process

From a high-level perspective, work orders are processed as follows:

1. A work order is created, either through an automated process (another driver) or a manual

process (iManager), and is added as a WorkOrder object in a the Identity Vault’s work order

container.

2. At the scheduled time (as defined in the WorkOrder object), the driver begins processing the

work order.

3. The driver applies any policies to the work order (performing any actions associated with the

policies) and creates a WorkToDo object in the Identity Vault’s work order container.

4. Depending on how you configure the WorkOrder driver and the other drivers in your system,

either the WorkOrder driver performs the desired work or other drivers use the information in

the the WorkToDo object to perform the work. Because the WorkOrder driver is designed to

accomodate a variety of configuration scenarios, sample scenarios are provided in Chapter 6,

“Customizing the Driver,” on page 29.

The following sections provide detailed information about the work performed by the driver’s

Subscriber and Publisher channels. Because the WorkOrder driver channels function differently than

with other drivers, you should carefully review the information.

Section 1.1.1, “Subscriber Channel Functions,” on page 9

Section 1.1.2, “Publisher Channel Functions,” on page 11

1.1.1 Subscriber Channel Functions

This section provides a basic understanding of the functions the Subscriber channel performs in the

WorkOrder driver.

10 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.

novdocx (en) 17 September 2009

First, Placement and Create rules are configured so all new work orders that contain the required

attributes are sent to the Subscriber channel. The following attributes must be present for a work

order to pass the Create rule and go to the Subscriber channel:

DirXML-nwoContent

DirXML-nwoStatus

DirXML-DoItNow Flag

DirXML-SendToPublisher Flag

Figure 3-1 shows what happens when the Subscriber channel receives a work order.

Figure 1-1 Subscriber Channel Configuration

The Subscriber channel performs the following actions:

1. Creates an association for each WorkOrder object it receives.

2. Checks if the DoItNow and SendToPublisher flags are set to True. If these attributes are set to

True, the Subscriber channel builds a work order and sends it immediately to the Publisher

channel.

3. If the DoItNow and SendToPublisher flags are not set to True, the Subscriber channel waits

until the next event.

Is it an Add

work order?

Subscriber gets the

WorkOrder XML

from the engine.

Write the

association

to the engine.

Returns to

the engine.

Write the Work

Order object to

the Publisher.

Yes

Is the

SendToPublisher

or the DoItNow

flag set?

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