Versions Compared

Old Version 1

changes.mady.by.user Phillip Hanegan

Saved on

compared with

New Version Current

changes.mady.by.user Dev Raj Gautam

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

EmpowerID supports the concept of a core identity. Just as a person can have multiple user accounts in different external directories, so a core identity can have more than one person Person Object where the core identity represents the central identityIdentity. 

To enable core identities

The ProvisionCoreIdentityBulk permanent workflow

Enable core identities

Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <p class = \"bd-callout bd-callout-info\">The <b>ProvisionCoreIdentityBulk</b> permanent workflow \r\n creates core identities from Person objects and joins people to them under specific \r\n circumstances in the same way that user accounts are joined to people. \r\n For this reason, they are created only for people who are provisioned through the \r\n <a href=\"https://dotnetworkflow.jira.com/wiki/spaces/EAGV21/pages/1446559897/Account+Inbox+Overview\">Account Inbox</a>, and not for people who are created manually.
In the navigation sidebar, expand Admin, then EmpowerID Servers and Settings, and select EmpowerID System Settings.
Image Removed
In the search box, search for "JoinToCI."
Image Removed
There are two pre-configured options that you can enable by setting to true, and one that you can customize. 
Click the Edit icon next to the option that you want to enable, and do the following:If you want to join people to a core identity who have the same birth date, first name, and last name, click the Edit icon next to JoinToCIByBirthDateFirstNameLastName, and in the dialog that appears, change the value to true and click Save.
Image Removed
  • In the same way, if you want to join people to a core identity based only on first and last names, edit JoinToCIByFirstNameLastName, change the value to true, and click Save. 
    • If you want to join people to a core identity based on custom attributes, edit JoinToCICustomMatchAttributes, and
    </p>","javascript":"","css":""}
    1. Login into EmpowerID Web Portal. 
    2. Expand Identity Life Cycle and select Settings.
      Image Added

    3. Scroll and navigate to the Core Identity Inbox Settings section on the page. 

      Image Added

    4. EmpowerID ships two pre-configured rules that can be enabled by simply setting them to true or selecting the checkbox, 
      Image Added
      • Join by First Name and Last Name – When set to true, joins Person accounts to the same core identity based on a match of first name and last name.
      • Join by Birth Date and First Name and Last Name – When set to true, joins Person accounts to the same core identity based on the match of Birth Date, first name, and last name.
    5. Core Identity inbox settings also support custom rules for joining the Core Identity. 
      • Join Based On This List Of Comma Separated Attributes: This allows you to enter a comma-separated list of the Person attributes 
         that must all match.
        Image Removed
         InfoFor sensitive attributes such as Social Security Number, you can select the Encrypt Data option.
        that should be used to join Person accounts to the same core identity. 
        Image Added
      • Join By Custom Match: This allows you to input a SQL query that defines the custom match that should be used to join Person accounts to the same core identity.
        Image Added
      • Core Identity Provision Rule: This allows you to configure a SQL query that can provision Person accounts to the Identity. If none of the rules above matches a person, this provision rule is a fallback and will determine how a Person object can be provisioned or linked to a core identity. 
        Image Added
    6. The next time inventory runs and detects two or more people whose specified attributes match the rules you configured earlier in Core Identity Inbox Settings, EmpowerID provisions a core identity and links the discovered people to it.
    7. In future inventory runs, if EmpowerID detects another person with the same attributes as an existing core identity, it links the new 
       person 
      Person to it. 
    To view 
    View core identities
    1. In 
      On the 
       navigation sidebar
      navbar, expand Identity Administration and select People.
    2. Click the Core Identities tab.
      Image Removed
      To 
    3.  view details, 
      Search for a core identity and click the 
       link under 
       Core Identity ID 
      .
      Image Removed
      To 
      column link.
      Image Added

      Clicking on the link opens the View One page for the core identity. This page lets you view information and manage the core identity. 
      Image Added
    4. Expand the People accordion to see all people associated with the core identity
      , expand the People accordion
      .
      Image Added
    To see 
    View a person's linked personas
    1. In the navigation sidebar, enter the person's name in the Search box and select their name to open their Person View One page.
      Image Removed
      On the person's View One page, click the Report tab.
      Image Removed
      Scroll to the bottom of the page 
      Navigate to the View or View One page for the target person. EmpowerID provides two main ways to do this. You can navigate to the page by searching for the Person using the Global search bar at the top of the page (quickest), or you can navigate to the page by searching for the Person using the Find Person page.

       Insert excerpt
      IL:Bootstrap Accordion
      IL:Bootstrap Accordion
      namepersonsearchoptions
      nopaneltrue
    2. Select the Report tab on the Person's View or View One page.
      Image Added
    3. Select the Identities subtab and expand the Personas Linked to Same Core Identity accordion. 

      Image Removed
    To select 
    1. You should see all personas linked to the core identity.
      Image Added
    Select and switch personas
    1. Log in as any person attached to the same 
       the Core ID
      core identity, and you can choose which 
       person 
      Person to log in as.
      Image Removed
    2. Once logged 
      Select the desired persona.
      Image Added
    3. If you need to switch personas after logging in, click the 
       logged-in name to see 
      user name at the top of the page and select the desired persona from the Login As
       drop-down list
       field.
      Image Removed
    4. Select one of your related Person identities to log in as that person and gain all of the rights and permissions assigned to that person.
    5. Image Added
     Insert excerpt
    IL:External Stylesheet - v1
    IL:External Stylesheet - v1
    nopaneltrue
    topicTOC
     Div
    class
    stylefloat:left; position:fixed; padding: 5px; 
    idtocarticleNav
    IN THIS ARTICLE
     Table of Contents
    divtoc
    maxLevel
    stylefont-size: 1rem; margin-bottom: -45px; margin-left: 40px;text-transform: uppercase;
    In this article
    4
    minLevel2
    stylenone
    printablefalse