As stated previously, business rules tell HelloID provisioning what actions it needs to perform on users with your organization. But how do you know precisely what HelloID will do? And once you know that, how can you manually tell HelloID to take those actions? The answer to those questions is evaluation and enforcement, respectively.
An evaluation is a read-only run, of sorts. During an evaluation, HelloID will use the business rules and determine which actions it should perform on end users, but no changes will take place. This is useful for double checking the accuracy of your business rules.
On the other hand, an enforcement actually applies business rules and makes change in target systems. Enforcements occur automatically after a scheduled import of the source systems, or manually when you choose to start a new one.
After you have configured one or more business rules, you can evaluate the results of those rules to see what HelloID will do. Navigate to Business Rules > Evaluations to get started. This will bring up the Evaluation History page. If no activity has occurred, this page will be mostly blank.
The Evaluation History page is split into two parts.
- History List
This is a date-ordered list of all evaluations and enforcements. You can click on an entry to get a list of specific actions taken during the run.
- Actions List
This is a list of every action taken during the selected evaluation or enforcement. You can see what operation was taken, the entitlement that was applied or revoked, the name of the affected person, and the name of the target system.
Start an Evaluation
In order to start an evaluation, click on the Start new evaluation button. This will cause HelloID to begin evaluating the business rules and their entitlements, and it will add a new entry to the history list. When the evaluation is completed, you can select the new entry and see what actions HelloID will want to take.
Start an Enforcement
If the evaluation looks good, you may choose to manually start an enforcement. To do so, click the Start new enforcement button. This will cause HelloID to begin processing the business rules and applying entitlements in the source systems. When finished, a new entry will be added to the history list. You may select the new entry and see a list of all changes that took place in the target systems.