Reconcile accounts for manual services
Initiate a reconciliation activity on a manual service.
We must have completed the steps for configuring a manual service type to support groups. We must also have created a manual service instance before you begin this task.
The service instance creation steps allow you to perform a reconciliation of a manual service using a comma-separated value (CSV) file that you provide. The reconciliation populates IBM Security Identity Manager with accounts and groups that exist on the manual service. The CSV file contains group and account information.
We can provide the reconciliation file at service creation time or at any time the service is modified. There is also a supporting data only option for reconciliation used when to pull group information from the CSV file, but we do not want to touch accounts in ISIM.
To perform a reconciliation on a manual service.
- Click Manage Services. The Select a Service page is displayed.
- On the Select a Service page:
- Enter information about the service in the Search information field.
- In the Search by field, specify whether the search should be performed against services or business units.
- Select a service type from the Search type list, and then click Search. A list of services matching the search criteria is displayed.
- In the Services table, click the icon (
)
adjacent to the service to show the tasks that can be performed on
the service, and then click Change. The tasks that we can perform are dependent on the type of service.
The Select Query page is displayed.
- On the Reconciliation page, click Browse to locate the reconciliation file, and then click Upload File to load the new reconciliation file. We can also choose whether or not to reconcile only supporting data.
- Click OK to save the changes and to close the page.
A message is displayed, indicating that you successfully submitted a reconciliation request.
To view the results of the reconciliation, click View the status of the reconciliation request. We can also select another services task, or click Close. When the Select a Service page is displayed, click Refresh to refresh the Services table.
Parent topic: Manual services and service types