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Automation

im_corp_automated_rename

Purpose:

This scenario implements an automated rename process for existing users based on changes to name attributes detected on a monitored system of record (SoR).

Configuration:

This scenario relies on configuration data located in the following external data store (extdb) tables:

  • hid_global_configuration: Adds RENAME_* settings under the AUTOMATION namespace, to define parameters such as the target ID for the SoR, the attributes whose change should trigger the rename process or the pre-defined request to be used for automated rename requests.

  • im_policy_authorization: Adds an authorization rule to allow idtrack (automation) requests to be auto-approved.

  • hid_policy_attrval_*: Adds rules for handling profile attributes such as PROFILEID or EMAIL, which may have to be updated as part of rename requests.

Example: User name changes originating in the System of Record

This example shows you how to rename a user by changing his or her name on the System of Record (SoR).

Requirements

This example assumes that:

  • You have installed Bravura Workforce Pattern or Scenario im_corp_automated_rename

  • You have configured an SoR target system identified by HRAPP .

Change name on the system of record (SoR)

Change the First name, Middle name, or Last name of a user on the HRAPP target system.

Run auto discovery

Run auto discovery to load changes on the target system into the product database:

  1. Log in to Bravura Security Fabric as superuser.

  2. Navigate to Manage the system > Maintenance > Auto discovery > Execute auto discovery .

  3. Click Continue .

  4. Wait until auto discovery completes.

Approve name change request

To approve the name change request:

  1. Log in to Bravura Security Fabric as one of the authorizers of the NAME-CHANGE pre-defined request.

  2. From the main menu, click Requests.

    The Requests app opens.

  3. From the Results panel , select the request with the description "Change of name" and requester "Shipped user of the API".

  4. Bravura Security Fabric displays the details in the Actions panel on the right.

  5. Review the request.

  6. Click Approve and confirm the approval by clicking the Approve button below the notes field.

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