PingIDM

Synchronization situations and actions

The synchronization process assesses source and target objects, and the links between them, and then determines the synchronization situation that applies to each object. The process then performs a specific action, usually on the target object, depending on the assessed situation.

The action that is taken for each situation is defined in the policies section of your synchronization mapping.

The following excerpt of a sample mapping shows the defined actions in that sample:

{
    "policies": [
        {
            "situation": "CONFIRMED",
            "action": "UPDATE"
        },
        {
            "situation": "FOUND",
            "action": "LINK"
        },
        {
            "situation": "ABSENT",
            "action": "CREATE"
        },
        {
            "situation": "AMBIGUOUS",
            "action": "IGNORE"
        },
        {
            "situation": "MISSING",
            "action": "IGNORE"
        },
        {
            "situation": "SOURCE_MISSING",
            "action": "DELETE"
        },
        {
            "situation": "UNQUALIFIED",
            "action": "IGNORE"
        },
        {
            "situation": "UNASSIGNED",
            "action": "IGNORE"
        }
    ]
}

Define synchronization actions using the admin UI

Starting with IDM 8.1, the legacy admin UI is deprecated and is no longer bundled with IDM. New deployments should use the Platform admin UI, which is the replacement for the legacy admin UI.

Both UIs are available as separate downloads from the Backstage download site:

Using the Platform admin UI

  1. Open the Advanced Sync editor, and click the Situation Rules tab.

  2. Next to the situation to configure (for example, Confirmed or Absent), click the Ellipsis icon, and select Edit.

  3. Click the Perform Action list, choose the action to perform, and click Save.

    Click Show advanced settings to configure a script that runs before or after the action, and to restrict policy actions to a subset of records where the situation is applicable.

Using the legacy admin UI

  1. From the navigation bar, click Configure > Mappings, and click the mapping to edit.

  2. Click the Behaviors tab, expand the Situational Event Scripts node, and configure event actions.

  3. Click Save.

If you do not define an action for a particular situation, IDM takes the default action for that situation.