After you've added a target system, you will need to make some configuration changes. These changes affect how data from HelloID is written to 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.
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 target system connector.
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 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.
Within this tab, you can view and search all activity that HelloID has taken within the target system.
Force Account Updates
After you've made updates to a target system, such as changes to an attribute mapping, you may with to update all accounts that HelloID has granted within that system. This can easily be done with the Force Update Account(s) button at the top of the target system's configuration screen.
After you click the button, you will be prompted to confirm your action. If you are sure that you want to continue, click the Force update button and HelloID will begin updating accounts within the target system. As the prompt states, updates will only occur on accounts that HelloID has granted to persons. Any non-granted account (manually created accounts, service accounts, etc.) will not be touched.
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.