Before you connect EmpowerID to an external directory, there are a number of prerequisite steps you need to take. You only need to perform these steps the first time you connect to an external directory. These steps are as follows:
Application Server — This server role runs all back-end processes, known as Jobs in EmpowerID. By default it does not run any Web services.
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Web Front-End — This server role runs all Web services. By default it does not run any back-end processes.
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You should see a number of Account Inbox Join and Provision rules and filters, such as the AccountInboxJoinByBirthDateFirstNameLastName rule highlighted below.
These Join rules work in conjunction with the Join and Provision filters to specify the conditions that must be met for EmpowerID to join newly discovered user accounts to an EmpowerID Person. The default logic of these Join Rules is to join an inventoried user account to an EmpowerID Person if the account store allows for Person joining and the applicable attributes on the user account match the corresponding attributes on an existing EmpowerID Person. For example, the above highlighted Join rule instructs EmpowerID to attempt to join newly discovered accounts to people if the Birth Date, First Name and Last Name attributes match.
In addition to the above rule, EmpowerID includes the following Join Rules:
By default, each of the above Join rules are enabled (except for the Custom Join rule). You can disable any of these rules from the EmpowerID System Settings page by doing the following:
In the Value field of the dialog that appears, add any additional logic to the filter and then click Save.
In our example, we edit the JoinAndProvisionFilter to specify that in addition to the default conditions, user accounts must also have an Employee Type of Permanent.
As the AccountJoinAndProvision filter is used to target which account are eligible for both joining and provisioning, the filter should only be customized in situations where the custom criteria applies to accounts that are both join and provision targets. |
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