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Rapid Setup Configuration

Use the Rapid Setup configuration to set global options for Rapid Setup. Rapid Setup global configuration is accessed through the Gear Icon > Global Settings > Rapid Setup Configuration.

  • Configuring Rapid Setup includes defining:

  • Which processes are enabled system-wide

  • How identities are selected for joiner, mover, and leaver processes

  • Which business processes to use for the joiner, mover, and leaver processes

  • Whether to use rules as part of processing identities, and which rules to use

  • The email templates to use for notifying managers or workgroups about processing events

  • Other options that are specific to the various processes

Each process is enabled and configured on its own tab:

  • Joiner Configuration

  • Mover Configuration

  • Leaver Configuration

  • Identity Operations Configuration – this is where options for immediate termination are configured. See Terminating Identities with Rapid Setup (link) for more information.

  • Miscellaneous Configuration – options for business processes and email message formatting and delivery.

General Information for Rapid Setup Configuration

  • Red asterisks indicate required fields or options.

  • Be sure to save your changes as you configure each process. A solid dot on a tab title indicates that changes were made on the current tab and have not been saved. When you save your changes, a checkmark appears on the dot, to indicate that changes have been saved.

Prerequisites for Configuring and Using Rapid Setup

Rapid Setup is included with the Lifecycle Manager component of IdentityIQ. Its features are activated as part of activating Lifecycle Manager. See the Lifecycle Manager Activation guide for more information.

Rapid Setup can be used with applications that have basic connection and schema parameters already defined. These are set in the application definition (Applications > Application Definition), on the application's Configuration tab. See Configuring an Application.

Rapid Setup administrators and users can choose drivers of application behavior such as rules, email templates, provisioning policies, business processes, roles, and populations, as part of onboarding an application. Rapid Setup provides some out-of-the-box business processes and email templates that are designed for use with Rapid Setup, but your organization can define any of these items according to your own requirements.

Although it is not a requirement to have all these artifacts developed before implementing Rapid Setup, it will speed up the implementation process and make Rapid Setup easier and more powerful for your business users to work with if they are already defined.

Sample Rules for Rapid Setup

Rapid Setup can use BeanShell rules to provide custom business logic. Joiner, mover, leaver, and aggregation operations can all use rules to drive specific behavior.

A set of sample rules is provided with Rapid Setup. You can use these sample rules as templates for developing your own Rapid Setup rules. The sample rules file, rsexamplerules.xml, is located in the \WEB-INF\config\rapidsetup directory of your IdentityIQ installation.