Creating a reconciliation schedule for an identity feed service

Schedule a reconciliation to run at a specific interval. During a reconciliation, the Identity Manager Server requests the identity record information from the specified file.

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.

Set up a suitable identity feed service.

Procedure

To create a reconciliation schedule for an identity feed service, 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 identity feed service, and then click Set Up Reconciliation.
    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 an LDAP search filter for account attributes to include in a query.
    Select this option if you want to do a “supporting data only” reconciliation.
  8. Click OK to save the new schedule and close the page.

Results

A message indicates 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.