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Creating a Sync Project

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Creating a Sync Project

This guide walks you through creating a sync project to import identity data from your directory services into IdentityCenter.

Prerequisites

Before creating a sync project, ensure you have:

  • At least one active connection configured
  • Administrator access to IdentityCenter
  • Understanding of what objects you want to synchronize

Step 1: Navigate to Sync Projects

  1. Log in to IdentityCenter as an administrator
  2. Navigate to Synchronization > Projects
  3. Click New Sync Project

Step 2: Configure Basic Settings

Field Description Example
Name Descriptive name for this project Corporate AD - Users
Description Purpose of this sync Imports all users from corporate AD
Connection Which connection to use Corporate AD
Object Type What type of objects to sync Users
Enabled Whether the project is active Yes

Step 3: Define the Source Query

The source query determines which objects are retrieved from the directory.

For Active Directory Users

Basic user query:

(&(objectClass=user)(objectCategory=person))

Exclude disabled accounts:

(&(objectClass=user)(objectCategory=person)(!(userAccountControl:1.2.840.113556.1.4.803:=2)))

Specific OU only:

(&(objectClass=user)(objectCategory=person))

With Search Base: OU=Employees,DC=corp,DC=local

Specific department:

(&(objectClass=user)(objectCategory=person)(department=Engineering))

For Active Directory Groups

All groups:

(objectClass=group)

Security groups only:

(&(objectClass=group)(groupType:1.2.840.113556.1.4.803:=2147483648))

Distribution groups only:

(&(objectClass=group)(!(groupType:1.2.840.113556.1.4.803:=2147483648)))

For Computers

All computers:

(objectClass=computer)

Servers only:

(&(objectClass=computer)(operatingSystem=*Server*))

Step 4: Select Attributes

Choose which attributes to synchronize. Common selections:

User Attributes

Attribute Description Include?
sAMAccountName Login name Required
userPrincipalName UPN (email format login) Recommended
displayName Full display name Required
givenName First name Recommended
sn Last name Recommended
mail Email address Required
department Department Recommended
title Job title Recommended
manager Manager reference Recommended
memberOf Group memberships Optional
whenCreated Account creation date Optional
lastLogonTimestamp Last login time Optional
userAccountControl Account status flags Recommended

Group Attributes

Attribute Description Include?
sAMAccountName Group name Required
displayName Display name Recommended
description Group description Recommended
member Group members Required
managedBy Group owner Optional
groupType Group type flags Recommended

Step 5: Configure Attribute Mappings

Map source attributes to IdentityCenter fields.

Default User Mappings

Source Attribute Target Field Transform
sAMAccountName Username None
displayName DisplayName None
mail Email Lowercase
givenName FirstName None
sn LastName None
department Department None
title JobTitle None
manager ManagerDN None
userAccountControl Status UAC to Status

Custom Transforms

You can apply transforms to attribute values:

Transform Description Example
Lowercase Convert to lowercase JSMITH → jsmith
Uppercase Convert to uppercase jsmith → JSMITH
Trim Remove whitespace " John " → "John"
Substring Extract portion CN=John,OU=... → John
Replace Replace characters john.smith → john_smith
Regex Pattern extraction Extract domain from email

Step 6: Configure Identity Matching

Identity matching determines how synced objects are linked to identities.

Matching Rules

Rule Description Priority
Email Match Match by email address 1
Employee ID Match by employee number 2
Username Match by username 3
Name Match Match by name (less reliable) 4

Matching Behavior

Setting Description
Create New Create new identity if no match found
Link Existing Only link to existing identities
Manual Review Queue unmatched for manual review

Step 7: Set Up the Workflow

The workflow defines processing steps for your sync.

Basic Workflow

┌─────────────┐
│ Source Query│
└──────┬──────┘
       ▼
┌─────────────┐
│   Filter    │  (Optional)
└──────┬──────┘
       ▼
┌─────────────┐
│  Transform  │
└──────┬──────┘
       ▼
┌─────────────┐
│    Match    │
└──────┬──────┘
       ▼
┌─────────────┐
│   Commit    │
└─────────────┘

Workflow Steps

  1. Source Query - Retrieve objects from directory
  2. Filter - Exclude objects based on rules
  3. Transform - Apply attribute mappings
  4. Match - Link to existing identities
  5. Commit - Save changes to database

Step 8: Configure Scheduling

Manual Only

Run sync manually when needed.

Interval Schedule

Run every: 15 minutes

Daily Schedule

Run at: 02:00 AM
Time zone: Eastern Time

Cron Expression

0 */4 * * *  (Every 4 hours)
0 2 * * 0    (Sundays at 2 AM)
0 0 1 * *    (First of each month)

Step 9: Save and Test

  1. Click Save to create the sync project
  2. Click Preview to see what would be synchronized
  3. Review the preview results
  4. If satisfied, click Run Now to execute the sync

Example Configurations

Standard User Sync

Name: Corporate AD Users
Connection: Corporate AD
Object Type: Users
LDAP Filter: (&(objectClass=user)(objectCategory=person))
Search Base: DC=corp,DC=local
Scope: Subtree
Attributes:
  - sAMAccountName
  - displayName
  - mail
  - department
  - title
  - manager
Schedule: Every 30 minutes

Privileged Accounts Sync

Name: Admin Account Sync
Connection: Corporate AD
Object Type: Users
LDAP Filter: (&(objectClass=user)(memberOf=CN=Domain Admins,CN=Users,DC=corp,DC=local))
Search Base: DC=corp,DC=local
Schedule: Every 15 minutes
Tags: privileged, admin

Department-Specific Sync

Name: Engineering Team Sync
Connection: Corporate AD
Object Type: Users
LDAP Filter: (&(objectClass=user)(department=Engineering))
Search Base: OU=Engineering,DC=corp,DC=local
Schedule: Hourly

Monitoring Your Sync

After creating your sync project:

  1. Dashboard - View sync status on the main dashboard
  2. History - Check sync run history and results
  3. Errors - Review any sync errors or warnings
  4. Metrics - Track sync performance over time

Troubleshooting

No Objects Found

  • Verify LDAP filter syntax
  • Check search base DN
  • Ensure connection has read permissions

Too Many Objects

  • Add more specific filter conditions
  • Limit search scope to specific OUs

Sync Timing Out

  • Reduce page size
  • Limit attributes selected
  • Narrow LDAP filter

Duplicate Identities Created

  • Review matching rules
  • Check for data quality issues (missing email, etc.)

Next Steps

Tags: sync project setup tutorial

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