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Data Source Overview

The Data Source Identity Collector is based on already configured Data Sources.

Depending on what is needed, the Data Source fields are configured by mapping them to the mandatory and optional fields.

You can map Data Source Identity Collector relationships between users, groups, user memberships within a group, and by group hierarchies.

General Details

To create or edit an Azure Identity Collector:

  1. Open the Identity Collectors panel by navigating to Admin > Identity Collectors.
  2. Select Create New to open the Identity Collector Configuration Wizard.
  3. Select Data Source for the type.
  4. Provide a name for the Identity Collector you are creating.
  5. Within the Advanced Options section, the option to set up Groups is automatically selected. Select if you want to set the Groups Hierarchy.
  6. Select Next.

Connection Screen (Users)

Important

This is the first of four connection screens for the data source.

  1. From the dropdown, select an already existing data source you wish to connect to.

    Note

    If a data source is recently created, select Refresh to view the newly created data source in the dropdown.

  2. From the Username dropdown, select the appropriate username.

  3. If needed, you can map additional data in the Optional Field to the system's default properties. This mapped data from the data source will be saved in the database.

Dynamic Field Mapping (Users)

This feature allows the user to rename previously fetched properties by mapping them to a dictionary field, thereby changing their name.

Note

Dynamic Field Mapping is not mandatory.

  1. To create a new data dictionary field, use the link provided. Once created, select Refresh to have the new data dictionary field display in the User Dictionary Field dropdown.
  2. From the Users Dictionary Field dropdown, select a mapped property.
  3. From the Mapped Field dropdown, select a value to be mapped to the new data dictionary field.

    Note

    To add more dictionaries, select the plus icon.

  4. Select Next.

Connection Details (Groups)

This screen only displays if the Groups toggle was selected in the General Details screen.

Important

This is the second of four connection screens for the data source.

  1. From the dropdown, select an already existing data source you wish to connect to.

    Note

    If a data source is newly created, select Refresh to view the newly created data source in the dropdown.

  2. From the Group Name dropdown, select a mandatory value to be mapped to the data source.

  3. If needed, you can map additional data in the Optional Field to the system's default properties. This mapped data from the data source will be saved in the database.

Dynamic Field Mapping (Groups)

This feature allows the user to rename previously fetched properties by mapping them to a dictionary field, thereby changing their name.

Note

Dynamic Field Mapping is not mandatory.

  1. To create a new data dictionary field, use the link provided. Once created, select Refresh to have the new data dictionary field display in the Group Dictionary Field dropdown.
  2. From the Groups Dictionary Field dropdown, select a mapped property.
  3. From the Mapped Field dropdown, select a value to be mapped to the new data dictionary field.

    Note

    To add more dictionaries, select the plus icon.

  4. Select Next.

Connection Details (User Membership in Groups)

This screen only displays if the Groups toggle was selected in the General Details screen.

Important

This is the third of four connection screens for the data source.

  1. From the dropdown, select an already existing data source you wish to connect to.

    Note

    If a data source is newly created, select Refresh to view the newly created data source in the dropdown.

  2. From the Group Name and Username dropdowns, select the appropriate values.

  3. From the Group Name dropdown, select a mandatory value to be mapped to the data source.

  4. If needed, you can map additional data in the Optional Field to the system's default properties. This mapped data from the data source will be saved in the database.

Connection Details (Group Hierarchy)

This screen only displays if the Groups toggle and the Group Hierarchy toggle were selected in the General Details screen.

Important

This is the final screen when connecting data sources.

  1. From the dropdown, select an already existing data source you wish to connect to.

    Note

    If a data source is newly created, select Refresh to view the newly created data source in the dropdown.

  2. From the Child Group Name and Parent Group Name dropdowns, select the appropriate values.

  3. If needed, you can map additional data in the Optional Field to the system's default properties. This mapped data from the data source will be saved in the database.

Final Configurations

On the final screen of the Identity Collector Wizard, the user can set a few final configurations and define the scheduler task.

Users Collection

The following final configurations are optional:

  • Unique User Accounts Mapping: This feature is used to connect the Authentication Store Identity Collector to other Identity Collectors by setting the Same User Field between two or more Identity Collectors, primarily for cloud Identity Collectors. This extends the Access Request's Usage List.

Scheduler

If you wish to create a scheduled task, check the Create a Schedule toggle and complete the following:

  1. Provide a name for the schedule.

  2. The Scheduler is Active by default. If you wish to turn the scheduled task inactive, switch the toggle to Inactive.

  3. If you want to start the Identity Collector process immediately, select Schedule. If you want to schedule the Identity Collector after a specific task completes, select Run After.

    Note

    If Run After is selected, all Schedule options will disappear.

  4. Select how frequently you want the Identity Collector task to run:

    • Once – One-time run. Verify the date selected is in the future.
    • Hourly – Select the time and date for the run. Verify the date selected is in the future. Either select a specific end date or select Never.
    • Daily – Same as hourly.
    • Weekly (Set as default) – Select a day or multiple days for recurring runs. Either select a specific end date or select Never.
    • Monthly – Same as hourly.
    • Quarterly – Same as hourly.
    • Half Yearly – Same as hourly.
    • Yearly – Same as hourly.
  5. If you want the task to end on a specific future date, select On and then provide the ending date. If the task should run without an end date, select Never.

  6. Select Save to store the Identity Collector without running synchronization or select Save & Run to create and synchronize the Identity Collector.