Using Business Processes to Manage Attribute Synchronization

You can integrate a business process with attribute synchronization, to let you manage the synchronization of multiple attributes together, in a single request and approval process. If you have Lifecycle Manager implemented, you can use an out-of-the-box business process for managing attribute synchronization. You can also create your own custom business process if you have not implemented Lifecycle Manager, or if you prefer to use custom logic.

You can set a global option so that all attribute synchronization is handled by a business process, or you can choose individual attributes to manage using a business process.

Configuring Attribute Synchronization to Use a Business Process.

To enable a global business process for attribute synchronization:

  1. Click gear > Global Settings > IdentityIQ Configuration.

  2. Click the Identities tab.

  3. In the Business Processes section, choose the business process to use for Attribute Sync. IdentityIQ provides a standard Attribute Sync business process that meets most use cases; you can edit this business process to tailor it to your needs, and you can also create and choose a custom business process if you prefer.

  4. Check the Always Sync using workflow option in the Identity Attributes section. Leaving this option unchecked means that you can set the option to use the business process individually on each attribute in Identity Mappings.

To enable a business process handling for attribute synchronization individually for specific attributes:

  1. Follow the steps above to select a business process in the IdentityIQ Configuration, but do not check the Always Sync using workflow option.

  2. In the gear > Global Settings > Identity Mappings page, click the attribute you want to manage with a business process.

  3. In the Advanced Options section, check the Sync with Workflow option.

  4. If you haven't already set up your Target Mappings for this attribute, follow the steps in Attribute Synchronization to do so.

  5. Save your changes.

Customizing the Business Process for Attribute Synchronization

With Lifecycle Manager, IdentityIQ provides a standard business process for attribute synchronization; you can modify this business process according to your business needs. If you don't have Lifecycle Manager implemented, or if you prefer to use a completely custom business process, you can develop your own business process for attribute synchronization.

  1. Click Setup > Business Processes.

  2. Click the Attribute Sync business process to select it.

  3. You can modify most of the details of this business process. Those you are most likely to want to modify are the Process Variables:

    • Approvals can be enabled or disabled in the Approval section. If Approvals are enabled, you can choose who is responsible for approving requested attribute changes.

    • Notifications can be enabled or disabled. When they are enabled you can select who should be notified when attribute changes are completed.

See Business Process Management for more information about Business Processes.