IdentityCenter Knowledge Base

Welcome to the IdentityCenter Knowledge Base. This documentation provides comprehensive guidance on installing, configuring, and using IdentityCenter for identity and access management.

Documentation Structure

Getting Started

Start here if you're new to IdentityCenter.

Article	Description
Introduction	What is IdentityCenter and its key features
Installation & Setup	How to install and configure IdentityCenter
Quick Start Guide	Get up and running in 30 minutes
Quick Config Wizard	Walk through the first-run setup wizard
Identity Model	How persons, objects, and multi-source matching work
System Requirements	Hardware, software, and sizing guide
Upgrading	Upgrade from previous versions

Connections

Learn how to connect IdentityCenter to your directory services.

Article	Description
Connections Overview	Understanding connections and supported types
Creating a Connection	Step-by-step connection setup
Entra ID Connection	Connect to Azure AD / Entra ID
Multi-Forest Setup	Cross-forest and multi-domain configuration
Connection Troubleshooting	Diagnose and fix connection issues

Synchronization

Configure and manage identity synchronization.

Article	Description
Synchronization Overview	How synchronization works
Creating a Sync Project	Set up your first sync
Auto Sync Projects	Auto-generated projects for 24 AD object classes
Scheduling & Jobs	Set up recurring sync schedules
Manager Resolution	How org chart hierarchies are built
Attribute Mapping	Custom attribute mappings and transforms
Delta & Incremental Sync	Change detection and performance optimization
Sync Troubleshooting	Diagnose and fix sync failures

Directory Browser

Explore and manage your synchronized directory objects.

Article	Description
Browsing Objects	Search, filter, and explore users, groups, computers
Object Write-Back	Edit AD objects directly from IdentityCenter
User Details	User detail page, attributes, timestamps, UAC flags
Group Management	Group details, members, nested groups
Computer & OU Details	Computer, OU, container, and contact details

Access Reviews

Implement access certification campaigns.

Article	Description
Access Reviews Overview	Understanding access reviews
Creating a Campaign	Launch your first review campaign
Review Process	How reviewers approve, deny, and delegate
Campaign Reports	Track progress and generate compliance evidence
Automated Reviews	Scheduled and policy-triggered reviews

Workflows & Automation

Design approval workflows and automated triggers.

Article	Description
Workflow Designer	Visual multi-level approval workflow builder
Workflow Triggers	Event-based and scheduled automation
Approver Resolution	Dynamic approver assignment and delegation
Escalation & SLA	Timeout handling and SLA tracking

Access Catalog

Self-service access request portal.

Article	Description
Catalog Overview	Browse and request access to resources
Requesting Access	How to submit and track access requests
Business Roles	Map organizational roles to AD groups

Policies

Define and enforce compliance policies.

Article	Description
Policies Overview	Policy types and enforcement
Creating Policies	Build custom compliance policies
Lifecycle Management	Automated violation detection and remediation
Built-In Policies	Reference for all built-in compliance policies
Violation Remediation	Automated and manual remediation actions

Compliance Frameworks

Industry-standard compliance framework support.

Article	Description
Framework Overview	SOX, HIPAA, GDPR, PCI-DSS, ISO 27001, NIST, CIS
Activating Frameworks	Enable frameworks and map policies
Compliance Reporting	Audit-ready reports and evidence collection

Lifecycle Management

Automate Joiner, Mover, Leaver (JML) processes.

Article	Description
Lifecycle Overview	JML concepts and automation capabilities
Joiner Templates	New employee onboarding automation
Mover Templates	Role change and transfer automation
Leaver Templates	Offboarding and account cleanup
Lifecycle Events	Monitor and troubleshoot lifecycle executions

HR Integration

Import identity data from HR systems.

Article	Description
HR Integration Overview	Supported HR sources and automation
CSV Import	Upload and map HR data from CSV files
REST API Import	Connect to HR REST APIs
SCIM 2.0 Integration	Standards-based HR provisioning

Bulk Operations

AI-powered mass identity issue detection and remediation.

Article	Description
Bulk Operations Overview	AI issue detection and categorization
Running Operations	Preview, execute, and rollback bulk changes
Analytics & History	Track impact metrics and trends

Email Templates

Configure notifications and customize email templates.

Article	Description
Email Configuration	SMTP and email settings
Creating Templates	Customize notification emails
Template Variables	Complete variable and conditional content reference

AI Chat (ChatHub)

Query your directory using natural language and slash commands.

Article	Description
Getting Started	Natural language queries and the /briefing command
Slash Commands	Complete reference for all 24 commands
Natural Language	How AI routing and intent parsing works
Briefing Command	Executive environment summary
Advanced Features	Alerts, saved queries, command chaining

Intelligence

Analytics, insights, and risk scoring.

Article	Description
Intelligence Overview	Risk scoring and analytics
Risk Scoring	How risk scores are calculated across four dimensions
Contextual Insights	AI-powered per-object security analysis
AI Training	Train AI models on your environment

Reports

Built-in and custom reporting engine.

Article	Description
Built-In Reports	50+ reports across security, compliance, and audit
Report Builder	Create custom SQL reports
Export & Distribution	CSV, Excel, PDF export and scheduled delivery

Organization

Visualize and analyze organizational structure.

Article	Description
Organization Center	Department, manager, and division views
Manager Resolution	How org chart hierarchies are built from AD

Tags & Classification

Organize identities and objects with tags.

Article	Description
Tags Management	Create, apply, and filter by tags

Scheduling

Manage automated schedules and background jobs.

Article	Description
Schedule Manager	Quartz.NET job types and cron expressions
Job Monitoring	Execution history and failure diagnostics

Security

Authentication, SSO, and access control.

Article	Description
Identity Providers & SSO	SAML, OIDC, Azure AD, Okta configuration
Multi-Factor Authentication	TOTP, SMS, and email MFA setup
API Key Management	Programmatic access and key rotation
Audit Logging	Comprehensive audit trail and change tracking

Teams Integration

Deploy ChatHub to Microsoft Teams.

Article	Description
Setup Wizard	5-step Teams bot deployment
Using ChatHub in Teams	Commands, adaptive cards, and channel deployment

System & Maintenance

System health, database, and updates.

Article	Description
System Center	Health dashboard and diagnostics
Database Maintenance	Index optimization, backup, and cleanup
Processing Center	Background job queues and monitoring
Product Updates	Check, apply, and verify updates

Administration

System configuration, security, and maintenance.

Article	Description
Dashboard & Reporting	Dashboard overview and compliance reports
REST API Reference	Programmatic access to identity data
Security Hardening	Secure your IdentityCenter deployment
Upgrade Guide	Safely upgrade to new versions
User & Role Management	Application users, roles, and permissions
Configuration Reference	All configuration sections and settings

Troubleshooting

Solve common problems.

Article	Description
Common Issues	Solutions for frequent problems
Sync Errors	LDAP errors, timeouts, and mapping failures
Connection Issues	Network, firewall, and certificate problems
Performance Tuning	Database, sync, and UI optimization
Email Delivery	SMTP failures and notification issues
Log Analysis	Reading logs and diagnostic tools

Quick Links

New to IdentityCenter? Start with the Introduction
Setting up for the first time? Follow the Quick Config Wizard
Want to get started quickly? Try the Quick Start Guide
Connecting to Active Directory? See Creating a Connection
Connecting to Entra ID? See Entra ID Connection
Running your first sync? Read Auto Sync Projects
Using the AI Chat? See ChatHub Guide
Setting up lifecycle automation? Read Lifecycle Overview
Preparing for an audit? Check Compliance Frameworks
Need to request access? Visit the Access Catalog
Deploying to Teams? Follow the Teams Setup Wizard

Article Naming Convention

Articles follow this naming pattern:

GS-XX - Getting Started
CONN-XX - Connections
SYNC-XX - Synchronization
DIR-XX - Directory Browser
AR-XX - Access Reviews
WF-XX - Workflows & Automation
CAT-XX - Access Catalog
POL-XX - Policies
COMP-XX - Compliance Frameworks
LC-XX - Lifecycle Management
HR-XX - HR Integration
BULK-XX - Bulk Operations
EMAIL-XX - Email Templates
CHAT-XX - ChatHub
INT-XX - Intelligence
RPT-XX - Reports
ORG-XX - Organization
TAG-XX - Tags & Classification
SCH-XX - Scheduling
SEC-XX - Security
TEAMS-XX - Teams Integration
SYS-XX - System & Maintenance
ADMIN-XX - Administration
TS-XX - Troubleshooting

Need Help?

If you can't find what you're looking for:

Use the search function in the application
Try the AI Chat — ask questions in natural language
Contact support at support@certification-center.com

Last updated: February 2026

README