Resource wizard: Object type synchronization

Last modified 21 Jan 2025 16:24 +01:00
Since 4.9
This functionality is available since version 4.9.

This part of object type wizard allows you to define synchronization situations and reactions. These situations represent state of the resource object (e.g. account) in relation to midPoint and appropriate action that should be executed by midPoint.

For the situations you need to configure:

  • Name of the situation/reaction configuration. This is technically not mandatory, but helps a lot during troubleshooting and when using resource template inheritance.

  • Situation allows you to select an appropriate situation:

    • Linked refers to situation when the resource object is linked to its midPoint owner

    • Unlinked refers to situation when a new resource object has been found and its owner can be determined, but there is no link between the midPoint owner and resource object

    • Deleted refers to situation when the resource object was references by midPoint owner but the resource object has been deleted

    • Unmatched refers to situation when a new resource object has been found but midPoint cannot determine any owner for the account

    • Disputed refers to situation when the midPoint has determined more potential midPoint owners for a single resource account or if the correlation of the resource object is not definitive (not fully trusted)

  • Action allows you to select midPoint behavior if the resource object is in the defined Situation

    • Add focus allows to create a new object in midPoint based on the resource data

    • Synchronize allows to synchronize data between midPoint object and resource data based on the mappings. This action is typical for linked situation.

    • Link allows to link previously not linked resource object to midPoint object

    • Delete resource object allows to delete resource object

    • Inactivate resource object allows to inactivate (disable) resource object

    • Inactivate focus allows to inactivate (disable) midPoint object

    • Delete focus allows to delete midPoint object

    • Create correlation case allows to resolve the situation interactively (useful for Disputed situation)

  • Lifecycle state allows you to define the lifecycle state of the situation/reaction configuration. This can be used during Simulations, e.g. specifying lifecycle state as Proposed will be used only to simulate the synchronization/reaction configuration, Draft disables the synchronization/reaction configuration etc.

The logic of situation and action is up to you. E.g. it is perfectly OK to have reaction Add focus for Unmatched situation for an authoritative source system such as HR. For target system, however, probably more appropriate reaction for Unmatched situation would be Inactivate resource object.
Please refer to Focus and Projections for explanation of the term Focus. In the most basic scenarios when synchronizing users and their accounts, focus corresponds to User object in midPoint.
step 3 synch
Figure 1. Table of synchronization actions

More complex configuration is possible by clicking btn:[Edit] button:

step 3 synch detail basic
Figure 2. Basic configuration of synchronizatio rule
step 3 synch detail action
Figure 3. Action for synchronization rule
step 3 synch detail optional
Figure 4. Optional attributes for synchronization rule

Situation/reaction configuration can be deleted by clicking btn:[Delete] button.

Click btn:[Save synchronization settings] when done to return to the previous page from which you started the synchronization editor.

Configuration of resource wizard panels

Some wizard panels are configurable, for more information see Wizard panels.

How to use Lifecycle state

Resource, object type, attribute, mapping, synchronization situation and other aspects of resource configuration can be configured in different lifecycle states. As it was mentioned earlier, the Lifecycle state property can be used with Simulations. The resource is created in Proposed lifecycle state by default, it won’t work for normal deployment without switching to Active state.

By using the lifecycle state Proposed, you can test (simulate) the configuration without causing any damage to your target system data. When the simulation results are satisfactory, you can switch the lifecycle state to Active.

As the lifecycle state can be set on various configuration items, midPoint gives you a way of turning on specific parts of configuration incrementally. For example, after you switch your resource to Active lifecycle state, we recommend to add any new mappings first in Proposed lifecycle state. The new mapping can be simulated without causing any harm and switched to Active lifecycle state when ready.

See also:

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