HelloID provides connectors for many external systems, which provide connectivity for HelloID's built-in automation tasks. Before you may use those tasks, a connection with the external system must be established. This can be done by adding a System to HelloID. Navigate to Automation > Systems to see an overview of all current system connections within your HelloID environment.
The systems overview lists each system to which HelloID has a connection.
Each system has its own card which displays the system's name, type, and actions that may be performed.
- Name and icon
The name and icon of the system is displayed here.
The type of system is displayed in the upper-right corner of the card. There are three types of systems: target, source, and connection.
You may either edit (pencil) or delete (trashcan) each system. Tasks that correspond to deleted systems will cease to function.
Target systems are those into which HelloID directly manages user accounts, group memberships, and the like. Active Directory is a common example of a target system.
Source systems are data sources from which HelloID retrieves personnel data in order to drive its Provisioning processes. Records from the data source are used to create Person records, which can then drive the creation of accounts in HelloID and other target systems.
Connection systems are those in which HelloID does not directly manage accounts, and does not pull data. However, HelloID can still interact with the system via its API to create and manage resources. File sharing cloud applications such as Dropbox are a good example of a connection system.