ISE Identity Manager Configuration


This tutorial is part of the Identity Manager track within the Identity Suite Essentials program.



Description

This tutorial covers tasks that are used by teo or more of the following tutorials. These steps MUST be completed before any of the following tutorials.

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Learning Objectives

After completing this tutorial, the following topics should be understood.

  1. Simulated Resources
  2. IT Roles
  3. Business Roles
  4. Importing of Identity Manager artifacts
  5. Populating simulated users

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Prerequisites

The following items must be completed before starting this tutorial.

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Setup

The following steps need to performed to enable the demonstration.

Section 1: Create Simulated Portal Resource

Some of the tutorials will require the use of Simulated Resources. This section will cover the creation of them.

  1. Access the Admin Interface http://localhost:8080/idm and log in as: configurator / configurator
  2. Select the Resources tab
  3. Select the Resource Types sub-tab
  4. Check the Managed? Box after the Flat File ActiveSync and  Simulated row in the table
  5. Click Save (bottom of the page)
  1. Select the Resources tab
  2. Select the List Resources sub-tab
  3. From the Resource Type Actions Drop Down List
    Select New Resource
  1. Select Simulated from the Drop Down List
  2. Click New
  3. Click Next on the Welcome Page
  1. Enter the value /var/tmp/SimulatedPortal into the Path Text Field
  2. Click the Test Connection Button
    Ensure that the XML file can be created
  3. Click the Next Button (bottom of the page)
  1. Using the Add Attribute Button, add four attributes, use the same value for both the Identity System User Attribute and the Resource User Attribute:
    1. firstname
    2. lastname
    3. fullname
    4. email
  2. Click Next
  1. Enter $accountId$ in the Identity Template Text Field
  2. Click Next
  1. Enter the value Portal in the Resource Name Text Field
  2. Click Save (bottom of the page)

Section 2: Create IT Role, Employee Portal

Some of the related Identity Manager tutorials will need the Employee Portal IT Role:

  1. Access the Admin Interface http://localhost:8080/idm and log in as: configurator / configurator
  2. Select the Roles tab
  3. Select the New Button
  1. On the Identity tab (of the Role Form)
  2. Enter the value Employee Portal in the Name Text Field
  3. Select IT Role from the Type Drop Down List
  4. Enter the value Portal for all Employees
  5. Select the Resources tab (next to the Identity tab)
  1. Select the Portal Resource from the Available Resources (left side) of the Multi-Select.
  2. Move it to the Selected Resources (right side)
  3. Click Save
  4. Click OK on the confirmation page

Section 3: Create Business Role, Employee

Some of the related Identity Manager tutorials will need the Employee Business Role:

  1. Access the Admin Interface http://localhost:8080/idm and log in as: configurator / configurator
  2. Select the Roles tab
  3. Select the New Button
  1. On the Identity tab (of the Role Form)
  2. Enter the value Employee in the Name Text Field
  3. Select Business Role from the Type Drop Down List
  4. Enter the value Assigned to every Employees
  5. Select the Roles tab (next to the Identity tab)
  1. Select the Add Button for the Contained Roles Section
  2. On the Find Roles to Contain page, Select Name then Starts With
  3. Enter Emp in the Text Field
    Select the Find Button
  4. Check the Button in front of the Employee Portal IT Role
  5. Select the Add Button, use Required for the Association Type
  6. Select the OK Button on the next page
|
  1. Select the Save Button
  2. Select the OK Button on the confirmation page

Section 4: Import Timecard Resource

A Resource XML file needs to imported into Identity Manager. This Resource file will define a simulated Timecard application. The Timecard application has the following attributes:

Attribute Description Example
UNIQUERID A Unique Id for the user jwayne
NAME_FIRST The User's First (given) name John
NAME_LAST The User's Last (sir) name Wayne
NAME_FIRST_LAST The User's First name (space) Last name John Wayne
MAIL The User's email address john.wayne@example.com
NOTE:  If you are using the Netbeans project created in Module 1, this resource will already be part of the project and imported into Identity Manager so this step will not be required.  The steps below describe how to import the artifact into a stand alone instance of Identity Manager.
  1. Access the Admin Interface http://localhost:8080/idm and log in as: configurator / configurator
  2. Select the Configure tab
  3. Select the Import Exchange File sub-tab
  4. Click the Browse Button next to the File to Upload field
    Locate the file Resource-Timecard.xml
  5. Click the Import Button
  6. A confirmation page is displayed.

Section 5: Populate Timecard Users

A SimulatedTimecard.xml file has been created with 10 pre-loaded users. These users will be needed for some of the tutorials. Copy the provided SimulatedTimecard.xml file (this is part of the zip file referenced in module 1)  to the /var/tmp directory. Note: It might replace an empty one that was created during the importing of the Resource file (previous Section).

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Demonstration

There are no demonstrations for this tutorial

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Resources

The following links provide more information:


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