Sunday, December 13, 2009

About Auto Save in OIM


About Auto Save in OIM


1. Make Resource Object Auto Save, if you don't want user's intervention with Object

form.

Note: Make sure object form has no mandatory fields, otherwise, you will not be able
to make resource object Auto-Saved.


2. Make Process ( normally provisioning process) Auto Save, if you don't user
to modify process form.

3. Make a Access Policy with approval, Add tcCompleteTask for "Awaiting Object Data"

process task, Add tcCompleteTask for process task "Approve".

once the policy is made, the approval process for the resource of that policy starts,

If User did not set Resource Object to Auto Save, then the approver will
not be able to see the "request". So set Object to Auto-Save.


4. Besides setting Object to Auto Save, we also need to make sure all the compulsory

field of that Object form has prepopulated or default value, So that
Approver will be able to See the "Request".
******** Actually, If the object form got compulsory field, then It can not be
Auto-saved.


5. If did above items correctly, the approver will be able to receive the requst,
and modify the object form, then approve or deny that request.




6. About Process Form Auto-Save.
If you have mandatory (required) field in your form, and you want your form to be
auto-saved, you must ensure that all the mandatory field either has prepopulated

value or default value.

e.g.

You have a process named "Exchange Request", and you have an process form associated
with it, called "UD_EXCHG", and this process form has a mandatory field call "Email
Alias".

In this case, if you want to make process "Exchange Request" Auto-saved, you must
either prepopulate value or using default value, so that the Auto-Save check box
on process "Exchange Request" is functioning correctly.

In conclusion, If you prepopulate value or set default value for process value, then
The Auto-Save feature of process works perfectly.


7. About Object Form Auto-Save.
If the object form got compulsory field, then It can not be Auto-saved.

In order to prove it, I made a test:

I got one compulsory field, and I set default value for it, then I make the resource
object auto-saved, However, It turned out the request resource process took me to
the object form -------------- Weird!!!!!!

e.g.
You have a Object named "Exchange Request", and you have an object form associated
with it, called "UD_EXCH_OB", and this obect form has a mandatory field call "Email
Alias".

So If you want to make this object "Exchange Request" auto-saved, you'd better make

all the form not compulsory!!!, meaning make "Email Alias" a normal non-compulsory '
field.

*********
Note that:

If the Object Form got "password" field, even you can make the auto-save works, you
will never get pass the submit request, ---- a every strange exception will be
thrown, saying that you could not save the request, and you can get any database
connections ---------------------------

***********
Solution for password synchronization.
You want to synchronize password between OIM and target resource, and you also want
to make object form auto-saved, the only way to do is to following the precedure

below:


1) Remote Password Field from Process Data Flow Mapping.
2) Remove Password Field and its "prepops" from Object Form.
3) Add Password Prepop for the corresponding Process Form.(push data from user

definition)


In This way, User OIM password could be successfully synchronize to target resource.

Note: please make sure object form has no compulsory field, otherwise, you won't be
able to auto-save object form during request.

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