Reconciling accounts for manual services

Initiate a reconciliation activity on a manual 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.

You must have completed the steps for configuring a manual service type to support groups. You must also have created a manual service instance before you begin this task.

About this task

The service instance creation steps allow you to perform a reconciliation of a manual service using a comma-separated value (CSV) file that you provide. The reconciliation populates IBM Verify Identity Governance with accounts and groups that exist on the manual service. The CSV file contains group and account information.

You can provide the reconciliation file at service creation time or at any time the service is modified. There is also a supporting data only option for reconciliation that is used when you want to pull group information from the CSV file, but you do not want to touch accounts in Identity Manager.

To perform a reconciliation on a manual service, complete these steps:

Procedure

From the navigation tree, click Manage Services.
The Select a Service page is displayed.
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 the search should be performed against services or business units.
3. Select a service type from the Search type list, and then click Search.
  A list of services matching 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.
In the Services table, click the icon () adjacent to the service to show the tasks that can be performed on the service, and then click Change.
The tasks that you can perform are dependent on the type of service.

The Select Query page is displayed.
On the Reconciliation page, click Browse to locate the reconciliation file, and then click Upload File to load the new reconciliation file.
You can also choose whether or not to reconcile only supporting data.
Click OK to save the changes and to close the page.

Results

A message is displayed, indicating that you successfully submitted a reconciliation request.

What to do next

To view the results of the reconciliation, click View the status of the reconciliation request. You can also select another services task, or click Close. When the Select a Service page is displayed, click Refresh to refresh the Services table.