Where to go from here

IDM supports reconciliation between two data stores, as a source and a target.

In identity management, reconciliation compares the contents of objects in different data stores, and makes decisions based on configurable policies.

For example, if you have an application that maintains its own user store, IDM can ensure your canonical directory attributes are kept up-to-date by reconciling their values as they are changed.

For more information, refer to Synchronization overview.

PingIDM uses connectors to integrate with external resources, both on-premise and in the cloud. Connectors handle the communication between IDM and a target resource, letting you synchronize, provision, and reconcile identity data across your environment.

Connectors are provided for many external resources, including:

IDM provides several authentication modules to help you protect your systems. For more information, refer to Authentication and session modules.

Some users need accounts on multiple systems. For example, insurance agents may also have insurance policies with the company that they work for. In that situation, the insurance agent is also a customer of the company.

Alternatively, a salesperson may also test customer engineering scenarios. That salesperson may also need access to engineering systems.

Each of these user scenarios is known as a role. You can set up a consolidated set of attributes associated with each role. To do so, you would configure custom roles to assign to selected users. For example, you may assign both insured and agent roles to an agent, while assigning the insured role to all customers.

In a similar fashion, you can assign both sales and engineering roles to the sales engineer.

You can then synchronize users with those roles into appropriate data stores.

For more information, refer to Managed Roles. For a sample of how you can configure external roles, refer to Provision users with roles.

A business process begins with an objective and includes a well-defined sequence of tasks to meet that objective.

You can also automate many of these tasks as a workflow.

After you configure the right workflows, a newly hired engineer can log in to IDM and request access to manufacturing information.

That request is sent to the appropriate manager for approval. After it is approved, IDM provisions the new engineer with access to manufacturing.

IDM supports workflow-driven provisioning activities, based on the embedded Flowable Process Engine, which complies with the Business Process Model and Notation 2.0 (BPMN 2.0) standard.

IDM is a lightweight and highly customizable identity management product.

The documentation includes a number of additional use cases. Most of these are known as Samples, and are described in Samples provided with IDM.

These samples include step-by-step instructions on how you can connect to different data stores, customize product behavior using JavaScript and Groovy, and administer IDM with common REST API commands.