Wednesday, May 1, 2013

Synchronization of Roles in Catalog OIM 11g R2


Introduction 

The Catalog is one of the most fundamental features of OIM 11g R2 request based provisioning. All requests for Resources/Accounts, Entitlements and Roles are accomplished through the Catalog. Roles in OIM 11g R2 can be defined within a given category. There are two main out-of-the-box categories: OIM Roles and Default. The category affects the visibility of the Role in the Catalog.

Sometimes, customers may require to change the category of an existing Role in order to make it possible to request the Role through the Catalog. If the Role was initially created within the OIM Roles category,  it will not be visible in the Catalog because there is no entry in the Catalog's table for the Role.

Procedure

A Role is available in the Catalog when its category is set to 'Default'. This can be ensured by modifying the Role's attributes in the Self-Service User Interface and selecting the 'Default' category from the List of Values. The picture that follows shows where this is done and provides an example:




In the example above, the role MASSACHUSETTS ORG MEMBER was originally created with OIM Roles as the selected category. As a result, this role can't be requested through the Catalog. The role's category will need to be updated to 'Default'. The images below demonstrate the change:






Roles are published immediately after they are created; however, if a Role is updated after creation like in the previous example, the Catalog Synchronization Job has to be executed to reflect the changes in the Catalog.

To invoke the Catalog Synchronization Job, an Administrator needs to log in to the System Administration Console of OIM and open the Scheduler Window; then navigate to the Catalog Synchronization Job as shown in the following picture:



The Job must be executed with the following values in the Job's attributes: 
  • Mode = full
  • Process Roles set to Yes
  • Updated Date must be blank

After the execution of the Catalog Synchronization Job, searching for the Role in the Catalog should now display the role in the results as shown below:



Summary

The Catalog is one of the main components of OIM 11g R2. The Request-Based provisioning functionality revolves around it. Any entity in OIM that can be requested by users needs to be visible in the Catalog. Roles that have OIM Roles as their category, are not visible in the Catalog; only the ones in the 'Default' category will be displayed in Catalog Search Results.

If a Role was initially created with OIM Roles as its category and then is updated to the Default category will not be displayed in the results of a Catalog search unless the Role is added to the CATALOG table in OIM's Database. This is accomplished by running the Catalog Synchronization Job through OIM's Scheduler. The job must be executed in Full mode, the 'Process Roles' option must be set to 'Yes' and the 'Updated Date' value must be blank.

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