Managing Endpoints

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This page contains the following topics:
 
 
To manage the accounts, users, groups, and other resource objects in your environment, you do the following:
  • Acquire the endpoints
  • Explore the endpoint for the objects you want to manage
  • Correlate the objects to global users
You can specify how an endpoint is going to be explored and correlated. For example, you can specify how many levels in the container are explored, one level or the only the current subtree.
You can choose whether the correlate function creates any users that are not present or whether it associates accounts with no matching users to the [default user] global user.
You can also create, clean, and delete endpoint types.
How You Acquire and Manage Endpoints
Acquiring an endpoint automatically populates the Provisioning Server with accounts and other objects found in the acquired endpoint. An acquired endpoint is any application or computer managed by the Provisioning Server.
Acquiring an endpoint consists of creating it, exploring it, and correlating it. Correlating an endpoint is the process of examining accounts on it, and potentially creating users automatically and setting global user attributes from account attributes.
To manage an endpoint using Connector Xpress, do the following:
  1. Create the endpoint in the Provisioning Server. When you register an endpoint, you are declaring it as an endpoint managed by the Provisioning Server.
  2. Explore its contents. When you explore an endpoint, Connector Xpress finds the objects in the endpoint and stores a record of them in the Provisioning Server.
  3. Correlate the explored accounts. When you correlate accounts on an endpoint, the Provisioning Server associates them with a global user in the Provisioning directory. You can choose whether the correlate function creates any global users that are not present or whether it associates accounts with no matching global user to the [default user] global user.
  4. Update global user fields from accounts.
    Whether you chose to let correlate function create missing users, you can optionally run an additional function that sets (or refreshes) selected user attributes using the account's attribute values that you select.
Acquire, Explore, and Correlate an Endpoint
To acquire an endpoint, first register it in the Provisioning Server, that is, specify the connection details and credentials of the endpoint so that the connector can communicate with it. Then explore the endpoint for the objects you want to be managed, and correlate the objects to global users.
 
To acquire, explore and correlate an endpoint
 
  1. In the Provisioning Servers tree, right click the Endpoint node that you want to explore or correlate, then click Acquire Endpoint.
    The Create New Endpoint dialog appears.
  2. Complete the fields on the Create New Endpoint dialog, then click OK.
    You have specified the connection details and credentials of the endpoint.
  3. In the Provisioning Servers tree, right click the endpoint node that you created then click Explore/Correlate endpoint.
    The Explore/Correlate endpoint dialog appears.
  4. Complete the fields on the Explore/Correlate Endpoint dialog, then click OK.
    You have specified how Connector Xpress explores and correlate the endpoint.
Create an Endpoint Type
You can create an endpoint type using the loaded metadata.
 You can only create an endpoint type when a Connector Xpress project is open.
 
Follow these steps:
 
  1.  Open an existing project.
  2. In the Provisioning Servers tree, right-click the Endpoint Types node, then click Create new Endpoint Type.
    The Create New Endpoint Type dialog appears.
  3. Complete the fields on the dialog, then click OK.
    You have defined the name of your new endpoint type and added the endpoint type to the Endpoint Types node of the Provisioning Server you specified.
Delete an Endpoint Type
You can delete an endpoint type using Connector Xpress when you no longer want to manage that endpoint type and the endpoints under it in the Provisioning Server.
 We strongly recommend that you only use Connector Xpress to remove endpoint types associated with dynamic connectors, to help ensure successful deletion.
To delete an endpoint type, expand the Endpoints Type node in the Provisioning Servers tree, right-click the endpoint type you want to delete, then click Delete Endpoint Type.
Connector Xpress deletes the endpoint type, the associated account templates, and any child endpoints. Data on the endpoint is unchanged.
Clean an Endpoint Type
When you want to delete all account templates and endpoints from a selected endpoint type, you can clean the endpoint type. Cleaning an endpoint type removes all endpoint objects from the Provisioning Server, and recreates the default account template object.
 
Follow these steps:
 
  1. In the Provisioning Servers tree, right-click the endpoint type you want to clean, then click Clean Endpoint Type.
    The Clean Endpoint Type Objects dialog appears.
  2. Confirm that you want to clean the endpoint type.
    Connector Xpress deletes all account templates and endpoints of the selected endpoint type from the Provisioning Directory. Data on the endpoints is not affected.
Delete an Endpoint
You can remove a connector using Connector Xpress when you no longer want to manage that connector in the Provisioning Manager.
 We strongly recommend that you only use Connector Xpress to remove endpoints associated with dynamic connectors, to help ensure successful deletion.
To delete an endpoint, expand the Endpoints node in the Provisioning Servers tree, right-click the endpoint you want to delete, then click Delete Endpoint.
Connector Xpress deletes the connector, and removes the endpoint and associated account templates, but the data on the endpoint data is unchanged.