Introduction
After you've added a target system, you will need to make some configuration changes. These changes affect how data from HelloID and into the target system. This article will cover the configuration and management options that are common to all target systems. For information about a specific system, please see the other articles in this section or use the search functionality.
Manage a target system
On the Target Systems Overview, find the source system that you wish to configure and click its wrench icon. This will take you to the configuration screen for that system.
Common Target System Tabs
The configuration screen is split up into several tabs, as detailed below. You can make changes in any of the tabs to affect how HelloID interacts with the target system. When you have finished, click the Save button to commit your changes.
General
This tab allows you to update the name and description of the target system. Some target systems will also house connection details under this tab, such as the Microsoft Active Directory connector.
Entitlements
Within the Entitlements tab, you can see a list of all business rules that contain entitlements for this target system. The icons to the right of the rule name indicate which entitlement types the rule contains: account, access, or group membership. You may edit any one of the rules by clicking on its wrench icon.
Thresholds
Thresholds allow you to block entitlement grants or revokes, when the amount of pending activity meets or exceeds the threshold's value. This gives you a safety net that can prevent mass account disables or deletions, due to a misconfiguration or bad data.
For each type of entitlement, you may define both a fixed number or a percentage of the total persons from the source data. When business rules are enforced, HelloID will evaluate the pending activity against these thresholds. If either one is met, activity for that entitlement will be blocked for this target system. Blocked entitlements show up as a red warning triangle next to Business Rules in the navigation bar, as seen in the screenshot below.
Email Notification
Here, you may enable or disable email notifications for activity within the target system, such as when an account is created. When you enable email notifications for an activity, you may configure any part of the email, such as its To, From, CC, and BCC addresses, as well as its subject and body content. The email configuration pane is broken up into three main areas.
- Email configuration
Use this area to configure the To, From, CC, BCC, and subject. - Editor toolbox
The toolbox contains building blocks that you can drag into the email editor workspace to modify the default email template. - Editor workspace
This is where you can make changes to the default email template. You may change, add, or remove text as you see fit. Where you need to reference information about the person, their manager, or their account, you may use variables.
Within the subject and body, you may find it necessary to use variables to represent the person in question, or their manager. For example, you may want to send an email to a new employee's manager notifying them of the newly created account, and include the new employee's account information.
Variables are wrapped in double curly braces, like this: {{Object.Property}}. For emails, you will mostly be concerned with the Account and Person objects.
The properties available on the account object are defined in the Account tab. For example, if you wanted to insert the account's display name property into the email, you would insert the variable {{Account.DisplayName}}.
The properties available on the person object are defined by the source system. You can quickly reference the available properties by using the Account tab. On any attribute that is set to Field, you can use the dropdown to explore which person properties are available to you. For example, if you wanted to insert the person's first and last name, you would insert the variables {{Person.Name.GivenName}} {{Person.Name.FamilyName}}.
Audit Logs
Within this tab, you can view and search all activity that HelloID has taken within the target system.
Delete a target system
If you no longer need or want a target system in HelloID, you may remove it. On the Target Systems Overview, find the system that you want to delete and click its trashcan button.
You will be asked to confirm the deletion of the target system. If you are sure, click Delete to confirm the removal. Note that removing a target system will also remove its entitlements from any configured business rules. Any entitlements that have already been granted will become unmanaged.
