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Roadmap for getting started

Use the roadmap to understand the key tasks for setting up your Federated Directory Server configuration and to run synchronization operations.

Table 1. Roadmap for getting started with Federated Directory Server
Key steps Optional or advanced tasks

Understand the key concepts, components, and architecture.

 

Access the Federated Directory Server console.

Configure security settings for accessing the console.

Connect to the target directory server.

Define custom attribute mapping between source endpoint and target directory server.

Specify the log settings for the directory server.

Add endpoints and configure them for one or more of the following data sources:

 
Create a flow to define the relationship between the endpoints and the target directory.  
Define flow settings.

Extend the custom attribute map for a specific flow.

Configure a join to augment the data from another data source selectively.

Configure pass-through authentication to delegate authentication back to the endpoint.

Enable write-back to propagate changes that are made in the target directory server back to the endpoint.

Verify the flow configuration by running a simulated synchronization operation.  
Run the initial synchronization to migrate data to the target directory.  
Schedule periodic incremental synchronizations. Manually run a synchronization operation.
Use logs and reports to troubleshoot the flow configuration and synchronization operations. Check the known issues and limitations to resolve specific issues.


Parent topic:

Federated Directory Server