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Acquire a PeopleSoft Machine Using the User Console

You must acquire the PeopleSoft machine before you can administer it with CA IdentityMinder.

To acquire a PeopleSoft machine using the User Console

  1. Select Endpoints, Manage Endpoints,Create Endpoint
  2. Select PeopleSoft from the drop-down list box on Create a new endpoint of Endpoint Type, and click Ok

    Use the Create PeopleSoft Endpoint page to register a PeopleSoft machine. During the registration process, CA IdentityMinder identifies the PeopleSoft machine you want to administer and gathers information about it.

  3. After entering the required information, click Submit.

    You are now ready to explore and Correlate the endpoint.

  4. Click Endpoints, Explore and Correlate Definitions, Create Explore and Correlate Definition to explore the objects that exist on the endpoint.

    The Exploration process finds all PeopleSoft accounts and groups. You can correlate the accounts with global users at this time or you can correlate them later.

  5. Click OK to start a new definition.
  6. Complete the Explore and Correlate Tab as follows:
    1. Fill in Explore and Correlate name with any meaningful name.

      Click Select Container/Endpoint/Explore Method to click a PeopleSoft endpoint to explore.

    2. Click the Explore/Correlate Actions to perform:
      • Explore directory for managed objects—Finds objects that are stored on the endpoint and not in the provisioning directory.
      • Correlate accounts to users—Correlates the objects that were found in the explore function with users in the provisioning directory. If the user is found, the object is correlated with the user. However, you can instead select that you want to assign the account to the existing user (the default user) or create the user.
      • Update user fields—If a mapping exists between the object fields and the user fields, the user fields are updated with data from the objects fields.
  7. Complete the Recurrence tab if you want to schedule when the task to executes.
    1. Click Schedule.
    2. Complete the fields to determine when this task should execute.

      You may prefer to schedule the task to execute overnight to interfere less with routine access of the system.

    Note: This operation requires the client browser to be in the same time zone as the server. For example, if the client time is 10:00 PM on Tuesday when the server time is 7:00 AM, the Explore and Correlate definition will not work.

  8. Click Submit.

To use an explore and correlate definition

  1. In a CA IdentityMinder environment, click Endpoints, Execute Explore and Correlate.
  2. Click an explore and correlate definition to execute.
  3. Click Submit.

    The user accounts that exist on the endpoint are created or updated in CA IdentityMinder based on the explore and correlate definition you created.