6.6 Setting Up and Managing Filtered Replicas

Filtered replicas maintain a filtered subset of information from an OpenText eDirectory partition (objects or object classes along with a filtered set of attributes and values for those objects).

Administrators generally use the filtered replica capability to create an OpenText eDirectory server that holds a set of filtered replicas that contain only specific objects and attributes that they want synchronized.

To do this, OpenText Identity Console provides tools to create a filtered replica partition scope and filter. A scope is simply the set of partitions where you want replicas placed on a server. A replication filter contains the set of OpenText eDirectory classes and attributes you want to host on a server's set of filtered replicas. The result is an OpenText eDirectory server that can house a well-defined data set from many partitions in the tree.

The descriptions of the server’s partition scope and replication filters are stored in OpenText eDirectory, and they can be managed through the Server object or the Partition and Replicas role in OpenText Identity Console.

6.6.1 Using the Filtered Replica Wizard

The Filtered Replica Wizard guides you step-by-step through the setup of a server’s replication filter and partition scope.

  1. On the OpenText Identity Console home page click the Partition Management tile.

  2. On the Partitions page > from Type drop down list > select Server > Click .

  3. Select the server that you want to configure a filtered replica.

  4. On the Replica View page, click Add Replica > click to select the partition container.

    The replication filter contains the set of OpenText eDirectory classes and attributes you want to host on this server's set of filtered replicas. For more information on defining a filter set, see Setting Up a Server Filter.

  5. Change the replica type. Example: Filtered read-write, Filtered read-only, and so on.

  6. Click OK.

  7. To define the partition scope for this server, click Edit.

    For more information on partition scopes, see Defining a Partition Scope.

  8. Click OK.

6.6.2 Defining a Partition Scope

A partition scope is the set of partitions where you want replicas placed on a server. The Replica View page in OpenText Identity Console provides a view of the hierarchy of partitions in the OpenText eDirectory tree. You can select individual partitions, a set of partitions of a given branch, or all of the partitions in the tree. You can then select the type of replicas of these partitions you want added to the server, or change existing replica types.

A server can hold both full replicas and filtered replicas. For more information, see Filtered Replicas.

Viewing Replicas on an OpenText eDirectory Server

  1. On the OpenText Identity Console home page click the Partition Management tile.

  2. On the Partitions page > from Type drop down list > select Server > Click .

    On the Partitions page you can view the list of replicas for this server.

Adding a Filtered Replica to an OpenText eDirectory Server

  1. On the OpenText Identity Console home page click the Partition Management tile.

  2. On the Partitions page > from Type drop down list > select Server > Click .

  3. Select the server you want to add a filtered replica to.

  4. On the Replica View page > click Add Replica.

  5. Specify the partition name and context.

  6. Click Filtered Read-Write or Filtered Read-Only, then click OK.

Changing a Full Replica into a Filtered Replica

  1. On the OpenText Identity Console home page click the Partition Management tile.

  2. On the Partitions page > from Type drop down list > select Server > Click .

  3. Select the partition or server that holds the replica you want to change, then click OK.

  4. Click the replica type (in the Type column) of the replica you want to change.

  5. Click Filtered Read-Write or Filtered Read-Only, then click OK.

6.6.3 Setting Up a Server Filter

A server replication filter contains the set of OpenText eDirectory classes and attributes you want to host on a server's set of filtered replicas. You can set up a filter from any Server object. For filtered replicas, you can have only one filter per server. This means that any filter defined for an OpenText eDirectory server applies to all filtered replicas on that server. The filter, however, does not apply to full replicas.

A server's filter man be modified if required, but the operation generates a resynchronization of the replica and can thus be time consuming. Careful planning of the server's function is recommended.

You can set up or modify a server filter in either of the following ways:

Using the Replica View

  1. On the OpenText Identity Console home page click the Partition Management tile.

  2. On the Partitions page > from Type drop down list > select Server > Click .

  3. Select the name and context of the partition or server that holds the replica you want to change, then click OK.

  4. Click Edit in the Filter column for the server or partition you want to modify.

  5. Add the classes and attributes you want, then click OK.

Using the Server Object

  1. On the OpenText Identity Console home page click the Object Management tile.

  2. Click Directory Administration > Modify Object.

  3. Specify the name and context of the server that holds the replica you want to change, then click OK.

  4. Click the Replica tab.

  5. If no filter has been defined for this server, click The Filter is Empty to open the Edit Filter Dialog window, then add the classes and attributes you want.

    or

    Click Copy Filter From to browse for an object (such as another server) whose filter you want to copy.

  6. To edit an existing filter, click any hyperlinked item in the filter to open the Edit Filter Dialog window, then add or remove the classes and attributes you want.