Configure Top-Down Role Mining

Top-Down Role Mining in EmpowerID allows organizations to optimize group memberships by leveraging existing role and group data from authoritative systems, such as HR systems. This article provides step-by-step instructions on how to run the process and analyze the resulting data effectively.

Prerequisites

Before running Top-Down Role Mining, ensure the following:

1. Establish the Role Structure: EmpowerID establishes the role structure using data from your authoritative systems, such as HR systems. This foundational setup is crucial for ensuring that user roles and access are accurately defined.

2. Create Set Groups of Groups: It is recommended that users create set groups of groups to streamline the role mining process. This allows for more targeted analysis and improves the efficiency of the role assignment process. For detailed instructions on creating sets and set groups, please refer to Archived Query Based Collections qMwlarchived.

Procedure

Step 1 – Accessing the Top-Down Role Mining Feature

1. On the navbar, navigate to Role Management > Role Mining.

2. Select the Top Down Mining tab.
   
   

   Open

   

    

Key UI Elements

Before proceeding, familiarize yourself with the following UI Elements:

Step 2 – Running the Compilation Process

1. Restrict Analysis to SetGroup of Groups: Select the SetGroup containing the groups you want to analyze. If left empty, EmpowerID analyzes all groups in the system.
   If the data is recompiled, the results will be appended to existing results.

2. Exclude RBAC Assigned: Select this option (recommended) to exclude analysis of groups with existing policies that grant users membership based on RBAC settings.

3. Exclude Dynamic Groups: Select this option (recommended) to exclude EmpowerID dynamic groups from the role mining analysis.

4. Click Compile.
   
   

   Open

   

   
   Once the system completes the compilation, you should see a “Finished Compiling” message.
   
   

5. Click the dropdown on the Search field to open the advanced search options.
   
   

    

   You should see the following advanced search parameters:

6. Adjust the search parameters to meet your requirements, such as:

   • MIN % Role Match: 70%

   • Minimum # People: 2

   • MIN % of People in Group: 60%

   • Ignore Parent if Drops More Than %: 30%

   • Group: Limit the search results to the specified group
     
     

      

7. Click the Advanced Search button to view the results.

    

If the results show a good match:

1. Check the box to select the record.
   

    

2. Click Approve.
   
   

    

   A “Finished Approving!” message will appear.
   
   

    

3. Click Publish.
   
   

   
   You should see a “Finished Publishing!” message.
   
   

    

Expected Results

EmpowerID creates a new RBAC Group Membership policy that places all people in the Business Role and Location into the group as members. Each time a new person is added to the Business Role and Location, they will automatically be added to the group.

You can verify the rule by:

• Viewing Access to Groups on the View One page for the Business Role and Location.

• Viewing RBAC Access to This Resource on the View One page for the group.

Viewing the Access to Groups for the Business Role and Location

1. Right-click the Business Role and Location link for the rule you published and select Open link in new tab to open the View One page for the Business Role and Location in a new tab.
   
   

    

2. On the View One page for the Business Role and Location, click the Advanced tab and then select the Access sub-tab.
   
   

3. Expand the Access to Groups accordion and select the Mandatory tab.

4. Use the right search field to search for the group. You should see it in the grid.
   
   

Viewing the RBAC Access to the Group

1. Right-click the Group link for the rule you published and select Open link in new tab to open the View One page for the group in a new tab.
   
   

    

2. On the View One page for the group, click the Advanced tab and then select the RBAC sub-tab.

    

3. Expand the RBAC Access to This Resource accordion.

4. Select the Resource Delegations tab and then select Business Role and Location from the To Which Type of Actor Do You Wish to Assign Access? dropdown.
   
   

    

5. Search for the Business Role and Location targeted by the role mining rule. You should see the role and location has the Member access level.

Testing the Role Mining Rule

To test the new rule:

1. Navigate to the View One page for the Business Role and Location as before.

2. Select the Advanced tab and then select the Members sub-tab.
   
   

3. Expand the All People in Business Role and Location accordion.

4. Enter the name of a person in the left search field and then click the tile for that person.
   
   

    

5. Click Submit.

6. After EmpowerID processes the operation, navigate to the View One page for the group targeted by the role mining rule.

7. On the group’s View One page, click the Advanced tab and then select the RBAC sub-tab as before.

8. Expand the RBAC Access to This Resource accordion and select the Resultant Access to Resource tab.
   
   

9. Select Member from the Select Access Level to check field.
   
   

    

10. In the Person field, enter the name of the person you added to the Business Role and Location and click the tile for that person.

     

11. Click Search. You should see the person has the Member access level granted.

12. To verify the assignment is based on the person belonging the Business Role and Location targeted by the role mining rule, click the View Assignment link.

     

13. You will be directed to the View One Actor Security page for the assignment. From there you should see that the person gained the assignment by belonging to the target Business Role and Location.

     

In addition, you will see the numbers increment accordingly on the record for the Top-Down Role Mining rule.