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Comment: Minor update
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This article includes updates for Smart ID 23.04.

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There are two ways to create a scheduled job - via a timed process or via batch synchronization. Both are described in this article.

Note

All search configurations and processes that are executed by a scheduled job must be assigned to the corresponding role, which is defined for batch synchronization in system.properties. See List of Identity Manager system properties for more information.

Prerequisites

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titlePrerequisites

The following prerequisites apply:

  • Installed Identity Manager

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titleAdd or edit a timed process

To add or edit a timed process:

  1. Go to Home > Scheduled jobs.
  2. To add a new timed process, click +New. Enter a Name, select Job type(Timed process).Click Save+Edit. 
  3. On the right hand side in the next screen, provide a cron expression to schedule the job.
  4. In Timed Process on the left hand side, select the process that you want to execute from the drop down menu.

To edit an existing timed process, double-click the timed process name.

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To create a batch synchronization, you first need a target data pool, a target core template, a search configuration with a corresponding data pool defining the data source, and a mapping, as described below. These tasks are done in Identity Manager Admin. The status of batch synchronizations can be viewed in Identity Manager Operator. 

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All search configurations and processes that are executed by a batch synchronization must be assigned to the role 'BaseRoleBatchSync', which is defined in the Identity Manager Base package.

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Create data pools, core template, search configuration, and mapping

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titleCreate search configuration for unique identifier

A search configuration is required to search in the source data pool for the unique identifier fields.

To add or edit a search configuration for a specific batch job:

  1. Go to Home > Search Configurations. Add or edit a search configuration, select the created data pool as reference. See Set up search configuration in Identity Manager for a complete instruction.
    For example, do the following settings:
    1. Go to the General tab.
    2. Add the fields to be used as unique identifiers.
    3. Go to the Purpose tab and check Search. 
    4. Save and exit the search configuration.

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Expand
titleAdd or edit batch synchronization

To add or edit a batch synchronization:

  1. Go to Home > Scheduled jobs.
  2. To add a new batch synchronization, click +New. Enter a Name, select Job type (Batch Synchronization). Click Save+Edit. 
  3. To edit an existing batch synchronization, double-click the batch synchronization name.
    The batch job configuration opens in Identity Manager Admin.

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