Creating a reconciliation schedule

You can schedule a reconciliation for account and attribute data, or you can schedule a reconciliation only for supporting data from the managed service.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

Before you begin this task, you must create a service instance.

Procedure

To create a reconciliation schedule, complete these steps:

  1. From the navigation tree, click Manage Services.
    The Select a Service page is displayed.
  2. On the Select a Service page, complete these steps:
    1. Type information about the service in the Search information field.
    2. In the Search by field, specify whether to search against services or business units.
    3. Select a service type from the Search type list.
    4. Select a status from the Status list, and then click Search.
      A list of services that matches the search criteria is displayed.
      If the table contains multiple pages, you can:
      • Click the arrow to go to the next page.
      • Type the number of the page that you want to view and click Go.
  3. In the Services table, click the icon (Context menu icon) next to the service to show the tasks that can be done on the service, and then click Set Up Reconciliation.
    The tasks that you can do are dependent on the type of service.
    The Manage Schedules page is displayed.
  4. On the Manage Schedules page, complete the following steps:
    1. Specify whether a policy evaluates the accounts that the reconciliation returns.
    2. Click Create.
      The Set Up Account Reconciliation notebook is displayed.
  5. On the General page, type information about reconciliation schedule.
  6. On the Schedule page, select a schedule interval for the reconciliation.
    The fields displayed depend on the scheduling option that you select.
  7. Optional: On the Query page, specify that you are doing a "supporting data only" reconciliation, which brings back only metadata for accounts and excludes accounts. Alternatively, use the LDAP filter to specify the subset of accounts or specific type of support data such as a group to be included in the reconciliation. Specify the subset of account attributes to bring back during the reconciliation.
    By default, IBM Verify Identity Governance brings back all attributes of accounts. By specifying the subset of attributes that is likely to be changed on the remote resource, you can improve reconciliation performance.
  8. Click OK to save the new schedule and close the page.

Results

A message is displayed, indicating that you successfully created a reconciliation schedule.

What to do next

Select another services task, or click Close. When the Select a Service page is displayed, click Refresh to refresh the Services table.