Novell®
www.novell.com
WorkOrder Driver Implementation Guide
Identity Manager
novdocx (en) 17 September 2009
AUTHORIZED DOCUMENTATION
3.6.1
December 18, 2009
Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
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4 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
Contents
About This Guide 7
1Overview 9
1.1 The Work Order Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1.1 Subscriber Channel Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1.2 Publisher Channel Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.2 Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.3 Support for Standard Driver Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4 Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2 Implementation Checklist 15
3 Installing Driver Files 17
novdocx (en) 17 September 2009
4 Creating a New Driver 19
4.1 Creating the WorkOrder Container in the Identity Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.2 Creating the Driver in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.2.1 Importing the Driver Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.2.2 Configuring the Driver Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.2.3 Deploying the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.2.4 Starting the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.3 Creating the Driver in iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4.3.1 Importing the Driver Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4.3.2 Configuring the Driver Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
4.3.3 Starting the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
4.4 Activating the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
5 Upgrading an Existing Driver 27
5.1 Supported Upgrade Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
5.2 What’s New in Version 3.6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
5.3 Upgrade Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
6 Customizing the Driver 29
6.1 Policies and Rules Used in the Basic Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
6.1.1 Subscriber Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
6.1.2 Publisher Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
6.2 Human Resource Example Using an HR Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
6.2.1 Human Resource Driver Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
6.2.2 WorkOrder Driver Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
6.3 Human Resource Example without an HR Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
6.3.1 Filter Additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
6.3.2 Subscriber Create Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
6.3.3 Subscriber Command Transform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
6.3.4 Work Order E-Mail Notification of Work Order Completion . . . . . . . . . . . . . . . . . . . . 34
Contents 5
7 Creating and Managing Work Orders 35
7.1 Using Drivers to Create Work Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
7.2 Using iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
7.2.1 Creating a New Work Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
7.2.2 Editing Work Order Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
7.2.3 Filtering the Work Order List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
8 Managing the Driver 39
9 Troubleshooting Driver Processes 41
A Driver Properties 43
A.1 Driver Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
A.1.1 Driver Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
A.1.2 Driver Object Password (iManager Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
A.1.3 Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
A.1.4 Startup Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
A.1.5 Driver Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
A.1.6 ECMAScript (Designer Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
A.2 Global Configuration Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
novdocx (en) 17 September 2009
B Objects and Attributes Used 49
B.1 New Objects Used by the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
B.1.1 DirXML-WorkOrder Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
B.1.2 DirXML-WorkToDo Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
B.2 DoItNow and SendToPublisher Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
B.2.1 DoItNow Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
B.2.2 SendToPublisherFlag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
C Schema and Policy Rules For Work Order Management 51
C.1 DirXML-WorkOrder Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
C.2 DirXML-WorkToDo Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
C.3 Publisher Placement Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
C.4 Subscriber Placement Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
C.5 Subscriber Create Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
6 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
About This Guide
This guide explains how to install and configure the Novell® Identity Manager WorkOrder driver.
Chapter 1, “Overview,” on page 9
Chapter 2, “Implementation Checklist,” on page 15
Chapter 3, “Installing Driver Files,” on page 17
Chapter 4, “Creating a New Driver,” on page 19
Chapter 5, “Upgrading an Existing Driver,” on page 27
Chapter 6, “Customizing the Driver,” on page 29
Chapter 7, “Creating and Managing Work Orders,” on page 35
Chapter 8, “Managing the Driver,” on page 39
Chapter 9, “Troubleshooting Driver Processes,” on page 41
Appendix A, “Driver Properties,” on page 43
Appendix B, “Objects and Attributes Used,” on page 49
novdocx (en) 17 September 2009
Appendix C, “Schema and Policy Rules For Work Order Management,” on page 51
Audience
This guide is intended for developers and administrators using Identity Manager and the WorkOrder
driver.
Feedback
We want to hear your comments and suggestions about this manual and the other documentation
included with this product. Please use the User Comments feature at the bottom of each page of the
online documentation, or go to www.novell.com/documentation/feedback.html and enter your
comments there.
Documentation Updates
For the most recent version of the Identity Manager WorkOrder Driver Implementation Guide, visit
the Identity Manager Documentation Web site (http://www.novell.com/documentation/
idm36drivers).
Additional Documentation
For documentation on other Identity Manager drivers, see the Identity Manager Documentation Web
site (http://www.novell.com/documentation/idm36drivers).
Documentation Conventions
In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and
items in a cross-reference path.
About This Guide 7
A trademark symbol (®, TM, etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party
trademark.
novdocx (en) 17 September 2009
8 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
1
Overview
Typically, changes to data in the Identity Vault or a connected application are immediately
processed. Work orders enable you to schedule when tasks are to be performed.
For example, a new employee is hired but is not scheduled to start for a month. The employee needs
to be added to the HR database but should not be granted access to any corporate resources (e-mail,
servers, and so forth) until the start date. In a typical scenario, the user would be granted access as
soon as he or she is added to the HR database. With work orders implemented, a work order is
created that delays account provisioning to the user’s start date.
The WorkOrder driver provides work order functionality. The following sections introduce the
WorkOrder driver and the key concepts and terminology associated with the driver:
Section 1.1, “The Work Order Process,” on page 9
Section 1.2, “Key Features,” on page 14
Section 1.3, “Support for Standard Driver Functions,” on page 14
Section 1.4, “Terminology,” on page 14
novdocx (en) 17 September 2009
1
1.1 The Work Order Process
From a high-level perspective, work orders are processed as follows:
1. A work order is created, either through an automated process (another driver) or a manual
process (iManager), and is added as a WorkOrder object in a the Identity Vault’s work order
container.
2. At the scheduled time (as defined in the WorkOrder object), the driver begins processing the
work order.
3. The driver applies any policies to the work order (performing any actions associated with the
policies) and creates a WorkToDo object in the Identity Vault’s work order container.
4. Depending on how you configure the WorkOrder driver and the other drivers in your system,
either the WorkOrder driver performs the desired work or other drivers use the information in
the the WorkToDo object to perform the work. Because the WorkOrder driver is designed to
accomodate a variety of configuration scenarios, sample scenarios are provided in Chapter 6,
“Customizing the Driver,” on page 29.
The following sections provide detailed information about the work performed by the driver’s
Subscriber and Publisher channels. Because the WorkOrder driver channels function differently than
with other drivers, you should carefully review the information.
Section 1.1.1, “Subscriber Channel Functions,” on page 9
Section 1.1.2, “Publisher Channel Functions,” on page 11
1.1.1 Subscriber Channel Functions
This section provides a basic understanding of the functions the Subscriber channel performs in the
WorkO rd er dr i ve r.
Overview
9
First, Placement and Create rules are configured so all new work orders that contain the required
No
Is it an Add
work order?
Subscriber gets the
WorkOrder XML
from the engine.
Write the
association
to the engine.
Returns to
the engine.
Write the Work
Order object to
the Publisher.
Yes
Yes
No
Is the
SendToPublisher
or the DoItNow
flag set?
attributes are sent to the Subscriber channel. The following attributes must be present for a work
order to pass the Create rule and go to the Subscriber channel:
DirXML-nwoContent
DirXML-nwoStatus
DirXML-DoItNow Flag
DirXML-SendToPublisher Flag
Figure 3-1 shows what happens when the Subscriber channel receives a work order.
Figure 1-1 Subscriber Channel Configuration
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The Subscriber channel performs the following actions:
1. Creates an association for each WorkOrder object it receives.
2. Checks if the DoItNow and SendToPublisher flags are set to True. If these attributes are set to
True, the Subscriber channel builds a work order and sends it immediately to the Publisher
channel.
3. If the DoItNow and SendToPublisher flags are not set to True, the Subscriber channel waits
10 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
until the next event.
1.1.2 Publisher Channel Functions
Wakes because
the poll loop has
expired.
Wakes because
of Heartbeat.
Wakes because the
WorkOrder object
is sent by the
Subscriber.
Query the Work
Order container
for all work orders
pending and due.
Process all work
orders.
Write the Work
Order object to
the WorkOrder
container.
Delete work orders
with expired
delete due date.
Go back
to sleep.
Report the status
of the driver.
Publisher
No
Is the
SendToPublisher
flag True?
Yes
No
Process all work
orders.
Is the
DoItNow
flag True?
Yes
This section reviews the functions of the Publisher channel.
“The Publisher Channel Wakes Up” on page 11
“How the Publisher Channel Processes Work Orders” on page 12
“How the Publisher Channel Deletes Work Orders” on page 13
The Publisher Channel Wakes Up
The following flowchart illustrates the Publisher channel’s action when it wakes up.
Figure 1-2 Publisher Channel Configuration
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1. The Publisher channel wakes because the Subscriber channel sends a WorkOrder object. If the
SendToPublisher flag is set to True, the work order is written out to the work order container. If
the DoItNow flag is set to True, the work order is processed immediately.
Overview 11
2. The Publisher channel wakes when the polling time has expired and queries the work order
container for work orders that are pending and due. The driver processes these work orders.
Work orders with delete due dates are deleted.
a. The Publisher channel queries the work order container for work orders that are pending
and due. See “How the Publisher Channel Processes Work Orders” on page 12.
b. The Publisher channel queries all work orders for expired DeleteDueDates. See “How the
Publisher Channel Deletes Work Orders” on page 13.
3. If the driver heartbeat is configured, the driver wakes to report the driver status.
How the Publisher Channel Processes Work Orders
After the Publisher channel queries the Identity Vault for work orders, it configures the work orders
in the driver. The following flowchart illustrates how the Publisher channel processes work orders.
Figure 1-3 How the Publisher Processes Work Orders
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1. Before a work order is processed, the driver checks the DependentWorkOrder attribute to see if
the work order is dependent on another work order. If there is a dependent work order, the
Publisher channel queries Identity Manager to see the status of the dependent work order. If the
12 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
dependent work order status is configured, the Publisher channel processes the work order. If
No
Is the
work order
status Pending or
Configured
?
Is the
work order
status error and
DeleteOnError
True?
Query for work
orders with
DeleteDueDate
expired.
Delete the
work order.
Go to the next
work order.
Yes
Yes
not, the work order waits until the next polling loop to see if the dependent work order has been
configured.
2. The Publisher channel performs the work orders that are due, completing the appropriate action
based on the attributes of the DirXML-WorkOrder objects.
3. To process the work order, the driver writes a DirXML-WorkToDo object to the WorkToDo
container. The DirXML-nwoContent attribute of the WorkToDo object contains the value of
the DirXML-nwoContent attribute of the WorkOrder object. The default configuration does not
do anything else with the WorkToDo object. A policy could use the WorkToDo object to
process the work order. For example, the content attribute might contain the DN of a user
object whose LogOnDisabled flag should be changed from True to False at the due date.
4. The Publisher channel updates the DirXML-WorkOrder with the results. If the WorkToDo
object was processed without an error, the status of the work order is changed to Configured. If
an error occurred, then the status is changed to Error. The work order process log is updated to
contain the results.
5. If the WorkOrder object has a repeat interval value, the value is added to the Due Date and the
work order status remains Pending. This allows for the work order to be repeated as many
times as specified in the repeat interval count value, or indefinitely if no repeat interval count
value is specified. The process log contains the results.
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How the Publisher Channel Deletes Work Orders
The Publisher channel now queries the work order container for work orders with an expired
DeleteDueDate attribute. If the status of the work order is Pending or configured, and the
DeleteDueDate has expired, the work order is deleted. The work order is also deleted if it has an
error status and the DeleteOnError attribute is set to True. The following flowchart illustrates this
process.
Figure 1-4 The DeleteDueDate Process
Overview 13
1.2 Key Features
The following list describes key features of the WorkOrder driver:
Schedules work orders: The WorkOrder driver allows work to be scheduled for a specific
date and time.
Supports dependent work orders: If a work order is dependent on another work order, it is
not processed until the dependent work order has been successfully processed.
Repeats work orders: The driver allows for work orders to be repeated at a set interval.
Facilitates tracking and accountability for work orders: Each work order carries with it the
creator and main contact of the work order, a description of the action taken, and the errors it
encountered.
1.3 Support for Standard Driver Functions
There are several functions that most Identity Manager drivers support. The following list explains
whether or not the WorkOrder driver supports these standard functions.
novdocx (en) 17 September 2009
Local Platforms: The WorkOrder driver can run on the same platforms as the Metadirectory
engine. See “Metadirectory Server” in “System Requirements” in the Identity Manager 3.6.1
Installation Guide.
Remote Platforms: The WorkOrder driver works on all the platforms supported by the
Remote Loader. See “Remote Loader” in “System Requirements” in the Identity Manager 3.6.1
Installation Guide.
Role-Based Entitlements: The WorkOrder driver does not support Role-Based Entitlements.
Password Synchronization Support: The WorkOrder driver does not support Password
Synchronization.
Synchronized Objects: The WorkOrder driver only processes events that pertain to work
orders. It does not synchronize other objects and attributes within the Identity Vault.
1.4 Terminology
The following terms are used by the WorkOrder driver:
Due Date: The date and time the work order is to be executed.
Content: The definition of the work that is to be processed.
Interval: The amount of time until the work order is to be repeated.
Dependency: The distinguished name of any other work orders that must be completed before
the current work order.
Status: The value returned by the driver after the work order was processed (Configured, Error,
etc.).
Process Log: The description of the events that occurred when the work order was processed.
Delete Due Date: The date the work order will be deleted from the Identity Vault.
Pending: A work order that is not yet due.
14 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
2
Implementation Checklist
Use the following checklist to ensure that you complete all of the tasks required to set up and use the
WorkO rd er dr i ve r.
Table 2-1 WorkOrder Implementation Checklist
Task Details
novdocx (en) 17 September 2009
2
Install the WorkOrder
driver files
Create a new
WorkOrder driver
or
Upgrade an existing
WorkOrder driver to
the new version
Customize the driver The basic configuration for the WorkOrder driver enables it to create
Create work orders Most work orders are likely created by other drivers as part of the work
By default, the WorkOrder driver files (driver shim and configuration file)
are copied to the Metadirectory server when the Metadirectory engine is
installed. If the driver is not on the Metadirectory server (because a custom
installation was performed, or you want to run the driver on a server other
than the Metadirectory server), see Chapter 3, “Installing Driver Files,” on
page 17.
You need to import the basic configuration file to create the driver. For
instructions, see Chapter 4, “Creating a New Driver,” on page 19.
If you have an existing driver, you can upgrade its configuration to this
version. For instructions, see Chapter 5, “Upgrading an Existing Driver,” on
page 27.
WorkOrder objects and WorkToDo objects. This is the extent of what the
WorkOrder driver does when using the base configuration. For any
additional work to be done, you must customize the WorkOrder driver or
other Identity Manager drivers to perform the desired work.
For instructions, see Chapter 6, “Customizing the Driver,” on page 29.
order process you establish while customizing the driver (see the previous
task). However, you can also create work orders manually as well as
modify existing work orders.
For instructions, see Chapter 7, “Creating and Managing Work Orders,” on
page 35.
Implementation Checklist
15
novdocx (en) 17 September 2009
16 Identity Manager 3.6.1 WorkOrder Driver Implementation Guide.
3
Installing Driver Files
By default, the WorkOrder driver files are installed on the Metadirectory server at the same time as
the Metadirectory engine. The installation program extends the Identity Vault’s schema and installs
both the driver shim and the driver configuration files. It does not create the driver in the Identity
Vault (see Chapter 4, “Creating a New Driver,” on page 19) or upgrade an existing driver’s
configuration (see Chapter 5, “Upgrading an Existing Driver,” on page 27).
If you performed a custom installation and did not not install the WorkOrder driver on the
Metadirectory server, you have two options:
Install the files on the Metadirectory server, using the instructions in “Installing the
Metadirectory Server” in the Identity Manager 3.6.1 Installation Guide.
Install the Remote Loader (required to run the driver on a non-Metadirectory server) and the
driver files on a non-Metadirectory server where you want to run the driver. See “Installing the
Remote Loader” in the Identity Manager 3.6.1 Installation Guide.
novdocx (en) 17 September 2009
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Installing Driver Files
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