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Quick Config Wizard

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title: Quick Config Wizard category: Getting Started tags: quickconfig, wizard, setup, first-run, getting-started priority: High

Quick Config Wizard

The Quick Config Wizard walks you through the initial setup of IdentityCenter in just a few minutes. It appears automatically the first time you launch the application and guides you through everything needed to get up and running.

When Does the Wizard Appear?

The Quick Config Wizard launches automatically when:

  • IdentityCenter is started for the first time
  • No database connection has been configured yet
  • The system detects a placeholder or missing connection string

Once setup is complete, the wizard will not appear again.

Wizard Steps

Step 1: Welcome & Database Connection

The first step asks you to configure your SQL Server database connection.

What you need:

  • SQL Server hostname or IP address
  • Database name (e.g., IdentityCenter)
  • Authentication method (SQL login or Windows Authentication)
  • Credentials with db_owner permissions

Fields:

Field Example Description
Server sql01.corp.local Your SQL Server instance
Database IdentityCenter Database name (will be created if it doesn't exist)
Username IdentityCenterApp SQL login username
Password ******** SQL login password
Trust Certificate Yes Enable if using self-signed SQL certificates

Click Test Connection to verify the database is reachable before proceeding.

Tip: If the database doesn't exist yet, IdentityCenter will create it automatically along with all required tables and indexes.

Step 2: Create Administrator Account

Create the first administrator account for IdentityCenter.

Fields:

Field Description
Email Your email address (used as your login)
Password Must meet complexity requirements
Confirm Password Re-enter the password

This account will have full administrative access to all features.

Step 3: Connect to Active Directory

Configure your first directory connection to start importing identity data.

Fields:

Field Example Description
Connection Name Corporate AD A friendly name for this connection
Server dc01.corp.local Domain controller hostname or IP
Port 389 LDAP port (389 standard, 636 for SSL)
Use SSL No Enable for LDAPS connections
Username svc_identitycenter@corp.local Service account with read access
Password ******** Service account password
Base DN DC=corp,DC=local The root of your directory tree

Click Test Connection to verify IdentityCenter can reach your Active Directory.

Tip: Use a dedicated service account with read-only permissions. IdentityCenter only needs to read directory data for synchronization.

Step 4: Initial Synchronization

Once your AD connection is verified, the wizard offers to run your first sync.

What happens during initial sync:

  1. IdentityCenter automatically creates sync projects for all supported AD object types
  2. Objects are imported from your directory (users, groups, computers, contacts, OUs, and more)
  3. Person records are created by matching imported user objects
  4. Manager relationships are resolved automatically

The sync progress is displayed in real time showing:

  • Total objects found
  • Objects imported
  • Persons created
  • Manager links resolved

Note: The initial sync time depends on the size of your directory. A typical organization with 500 users completes in under 5 minutes.

Step 5: Setup Complete

Once the sync finishes, you'll see a summary of what was imported:

  • Total connections configured
  • Objects synchronized by type
  • Person records created
  • Next steps and recommended actions

Click Go to Dashboard to start exploring your identity data.

After the Wizard

Once setup is complete, here's what to do next:

Explore Your Data

Navigate to Directory > Objects to browse all imported users, groups, computers, and other objects. Click any item to see its full details.

Set Up Scheduling

Go to Administration > Schedules to configure recurring sync schedules so your data stays current.

Configure Email

Navigate to Administration > Email Settings to set up SMTP notifications for access reviews and policy alerts.

Create Policies

Go to Policies to define compliance rules like detecting stale accounts, orphaned users, or excessive privileges.

Launch Access Reviews

Navigate to Access Reviews to create your first certification campaign and start reviewing who has access to what.

Troubleshooting

Database Connection Fails

  • Verify SQL Server is running and accepting connections
  • Check that the SQL login has permission to create databases (if the database doesn't exist yet)
  • Ensure the server hostname is resolvable from the IdentityCenter server
  • If using a named instance, include it in the server field (e.g., sql01\SQLEXPRESS)

AD Connection Fails

  • Verify network connectivity to the domain controller: open a command prompt and run ping dc01.corp.local
  • Check that LDAP port 389 (or 636 for SSL) is open in the firewall
  • Verify the service account credentials are correct
  • Try using the domain controller's IP address instead of hostname

Sync Returns Zero Objects

  • Verify the Base DN is correct — it should match your domain (e.g., DC=corp,DC=local)
  • Ensure the service account has read permissions to the OUs containing your users
  • Check that your AD is populated with user/group objects

Next Steps

Tags: quickconfig wizard setup first-run getting-started

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