8.1 Publishing Identity Sources

Identity Governance publishes all identity sources concurrently to ensure that each unified identity receives the latest merged information. Identity sources always get published before application sources.

8.1.1 Planning for Publishing and Merging Identities

When using the Publish and merge option for your Identity Collectors, you will need to plan the following actions:

  • Specify the order in which your identity sources will be published

  • Specify the attribute(s) that will be used to match records from each source to identities in the catalog

  • Designate which identity source will be used as the preferred (authoritative) source for the attributes that will be used to match records

For information about setting the merge rules, see Section 8.1.2, Setting the Merge Rules for Publication.

8.1.2 Setting the Merge Rules for Publication

Merge rules allow you to control which values will be stored when multiple identity sources provide information for the same fields. For example, if two sources provide an email address, data from the selected source will be saved as the primary value. If you do not select a identity source as the authoritative source for merging, Identity Governance uses the first collected value.

IMPORTANT:When collecting identities using the publish and merge setting, matching attributes are mandatory for Identity Governance to include the user when publishing. If a secondary identity source has users that do not have the matching attribute defined in the collector, they will be collected, but they will not be published. For information about merging examples, see Data Collection and Publication Reference.

  1. Log in to Identity Governance as a Data Administrator.

  2. Select Data Sources > Identities.

  3. Drag and drop the identity sources to their desired positions to set their priority for merging the published attributes. In general, it is desirable to place your most complete and authoritative source in position 1.

  4. To use a specific identity source as the attribute authority, complete the following steps:

    1. Under Publish and merge, expand Set merging rules.

    2. For the attribute that you want to modify, specify the identity source.

      The None (go by order) option instructs Identity Governance to use the first identity source as the attribute authority.

  5. Select the Save icon.

  6. Publish your pending changes.

  7. Verify the changes that you published to the catalog.

8.1.3 Publishing the Identity Sources

Since the Identity Governance catalog is comprised of the data contributed by all published sources of Identity data, you must perform a publication of Identity data only after you have performed a collection from all sources. The publication process will unify your collected data sources and populate the catalog.

If you have a scheduled collection, Identity Governance publishes the collected identities at the end of the run. You can also manually publish the identity sources.

Identity Governance uses a red diamond icon to indicate that an identity source has been collected but not published. Identity Governance shows any collection errors or warnings on the Identities and Applications data source pages.

To manually publish the identities:

  1. Log in to Identity Governance as a Data Administrator.

  2. Select Data Sources > Identities.

  3. Make sure you have collected all the identities.

  4. Select the Publish identities now icon.

  5. When you see that publication has completed, go to Catalog to view the collected information.