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User Import Macros

User Synchronization

Scope of the Synchronization Process

How to Synchronize Identities

Scope of the Synchronization Process

Who Participates?

By default, the synchronization process includes all identities that were originally imported into the metadata (because by default only those identities have an external identity in the metadata). You can modify participation in these ways:

What Information Is Updated?

The synchronization process affects the metadata for participating identities as follows:

These constraints apply to updates:

How to Synchronize Identities

Note:   It is a good practice to run a backup before you perform a synchronization (at least until your program is proven).  [cautionend]

To synchronize identity information:

  1. If you want to include identities that weren't originally imported, use SAS Management Console to add a correct external identity value on the General tab of each such identity. See External Identities.

  2. If you want to exclude identities or attributes from the update, create an exceptions data set.

    If you used SAS Management Console to make updates to imported identities, those updates are not automatically preserved during batch synchronization.

    To preserve such information, see Defining Exceptions.  [cautionend]

  3. In the operating system, set up three directories: an enterprise extract directory, a metadata extract directory, and a change tables directory. For example:

    [How to Synchronize Identities]

  4. In the SAS Program Editor, adapt the sample synchronization code to create your own program. See Sample Code for User Synchronization.

  5. Submit the code and review the log. To address any errors, make changes in the source tables, the exceptions tables, or the metadata. For details about the errors, examine the errorsds table. See %MDUCHGV. After making corrections, run the synchronization program again.

    Note:   An alternative method for dealing with errors is to re-execute the %MDUCMP macro with EXCEPTIONS=ERRORSDS. This recreates the change tables without the offending entries. If an exceptions data set is already being used, you can append the content of the ERRORSDS data set to that data set.  [cautionend]

  6. In the User Manager plug-in in SAS Management Console, verify that the metadata reflects the changes that you expect to see.

    Note:   To ensure that current information is displayed, right-click User Manager and select View [arrow] Refresh.  [cautionend]

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