12.2 Importing a Library, a Driver Set, or a Driver from the Identity Vault

12.2.1 Associating a Server to the Identity Vault

When you add a new Identity Vault to a project, you see the Add Server Association window, where you can accept the default server, specify a server, or browse to a server. The import and deploy features use the server association for later identification. To do this:

  1. In the Modeler view, drag an Identity Vault icon from the Palette to the Modeler view to bring up the Add Server Association window.

    The Add Server Association window
  2. Type the server’s DN context in the Server DN field, or click Browse.

  3. If you select Browse, fill in the appropriate host name, user name, and password in the Credentials to Identity Vault window. Click OK.

    Fill in Host Name, User Name, and Password
  4. In the Browse for Server Object window, select the server you want to associate with this driver set and click OK.

    In the Add Server Association window, you also see the Identity Manager version displayed. This is important when importing and exporting driver sets and drivers, because you must match driver sets and drivers to the correct Identity Manager version.

  5. Click the For version information or to change the default, click here entry for more information.

  6. Click OK to close the Add Server Association window and add an Identity Vault to your Modeler view.

12.2.2 Importing a Library from the Identity Vault

  1. Right-click the Identity Vault in the Modeler view, then click Live > Import.

  2. (Conditional) If you have not yet provided authentication information, specify it now. In the Identity Vault Credentials window, fill in the host name, the user name and password information, then click OK.

    Use the drop-down lists if they apply to your connection and user information. The Save Password option allows Designer to keep password information for future connections to this Identity Vault. Otherwise, you will see the Identity Vault Credentials page the next time you open Designer.

  3. On the Import from Identity Vault page, browse to the Library object by clicking the Browse icon.

  4. Select the Library object and click OK.

    Import a library from an Identity Vault

    The library is added to the Import from Identity Vault page.

  5. Click Continue, then click Import to import the library.

  6. On the Import Results page, click OK.

12.2.3 Importing a Driver Set from the Identity Vault

To import an Identity Manager Driver Set object (and all contained drivers) into an Identity Vault object in the Modeler view:

  1. Right-click the Identity Vault in the Modeler view, then click Live > Import.

  2. (Conditional) If the Driver Set that comes with the Identity Vault creation is empty, you are asked if you want to remove the default Driver Set icon from the selected Identity Vault. Click Yes.

  3. (Conditional) If you filled out the authentication information when you initially created an Identity Vault icon in the Modeler view, go to the Properties view under the Project view. Specify authentication credentials for the selected Identity Vault, then skip to Step 5.

  4. (Conditional) If you have not yet provided authentication information, specify it now. In the Identity Vault Credentials window, fill in the host name, the user name and password information, then click OK.

    Use the drop-down lists if they apply to your connection and user information. The Save Password option allows Designer to keep password information for future connections to this Identity Vault. Otherwise, you will see the Identity Vault Credentials window the next time you open Designer.

  5. In the Import from Identity Vault window, browse to the driver set by clicking the Browse icon.

    Browsing to the driver set
  6. Select the driver set you want to import, click OK to place the driver set in the Objects to Import list in the Import Driver Set from eDirectory window. You can then deselect the drivers you do not want to import by deselecting the box next to the driver name. If you chose the wrong driver set, select the driver set and click Remove. Otherwise, click Continue.

    You can import multiple driver sets during the import operation. Just browse to the various objects that you want to import and add them to the Objects to Import list.

    Driver sets that are not associated with a server have a red minus in the lower right portion of the driver set icon. These driver sets need a server association in order to be deployed. An error displays if the application can’t authenticate to the eDirectory tree you have selected.

  7. (Conditional) If you are importing one or more eDirectory drivers, select the eDirectory driver in the Objects to Import window, then click the eDir-to-eDir icon.

  8. (Conditional.) If you fill in the user name and password and click Continue to import both eDirectory drivers, you then see a Browse Identity Vault window where you select the corresponding eDirectory driver. Select the driver and click OK.

    Selecting Driver objects to import

    You are returned to the Import Driver Sets from eDirectory window, where you can select or deselect the drivers, allowing you to choose only the drivers in a driver set that you want to import.

  9. Click Continue.

    This brings up the Import Summary window, where you can see all of the Driver Set objects that are being imported into Designer. This summary uses the same format as the Compare window (see Section 12.6, Using the Compare Feature When Importing for further information).

  10. Click Import to continue.

  11. (Optional) As the import operation progresses, you are asked to associate a server with the Identity Vault. Select the option that best suits your needs.

    Associating a server with an Identity Vault
    • Allow default server to be created: Creates a dummy server with global configuration values and other elements that are associated with this project until you specify an actual server for the project. Make sure you have designated a correct Identity Vault server when you deploy the driver set.

    • Specify a server: Brings up the credentials screen, allowing you to designate a host server, a user name, and password for the Identity Vault server for this project.

    • Don’t create a server now: Skips all associations for this project. You need to fill in the host information before you deploy this driver set.

    • Remember selection - don’t prompt again: Continues to use whatever server option you choose the next time Designer needs to associate a server with an Identity Vault.

  12. After you decide your plan of action and select the option you want, click OK to continue the import procedure.

  13. Click Finish.

    If you selected in Step 7 to connect eDirectory drivers, you can view the complete data flow between the two eDirectory drivers, as well as the other drivers you selected.

    Configuring two eDirectory drivers

    When the driver set imports, you see the Import Results window, showing you if there were any problems with the import procedure.

    The Import Results window

    Errors during the import procedure are displayed with a red icon, and you see an Error description that is related to the operation results. If you have multiple errors, selecting an error displays the error’s description in the Details > Description field. See Error Messages and Solutions for further information.

  14. Click OK to finish the import process.

12.2.4 Importing a Driver from the Identity Vault

To import an Identity Manager Driver object (and all contained channels and policies) into a driver set:

  1. Select an Identity Vault in the Modeler view.

    If you have added a new Identity Vault to a project, see Section 12.2.1, Associating a Server to the Identity Vault first, then return to Step 2.

  2. Verify that the authentication credentials in the Properties view for the Identity Vault are correct.