NetIQ Identity Manager Driver for SOAP Implementation Guide. March 2018

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1 NetIQ Identity Manager Driver for SOAP Implementation Guide March 2018

2 Legal Notices For information about NetIQ trademarks, see Copyright (C) 2018 NetIQ Corporation. All rights reserved.

3 Contents About this Book and the Library 5 About NetIQ Corporation 7 1 Understanding the SOAP Driver 9 Driver Concepts Data Management How the Driver Works Understanding Driver Operation Data Support for Standard Driver Features Local Platforms Remote Platforms Password Synchronization Support Information Synchronized Installing the Driver Files 15 3 Creating a New Driver Object 17 Creating the Driver Object in Designer Importing the Current Driver Packages Installing the Driver Packages Configuring the Driver Object Deploying the Driver Object Starting the Driver Activating the Driver Adding Packages to an Existing Driver Upgrading an Existing Driver 25 What s New in Version What s New in Version Upgrade Procedure Upgrading the Installed Packages Applying the Driver Patch Customizing the Driver 29 Understanding the DSML Configuration Understanding the SPML Configuration Handling Modify Events for Unassociated Objects on the Publisher Channel Creating XSLT Style Sheets Managing Driver Operation Data Using Driver Operation Data to Specify XML to Be Returned on the Result Using Driver Operation Data to Override Default Subscriber Options Contents 3

4 6 Securing Communication 37 Configuring the Publisher Channel Configuring the Subscriber Channel Managing the Driver 41 8 Troubleshooting the Driver 43 Driver Shim Errors Java Customization Errors Troubleshooting Driver Processes Known Issues 49 No Response from the Connected System Hangs the Driver Shim Driver Needs Remote Loader IP Address in the Server Certificate Parameter in a Distributed or Clustered Environment A Driver Properties 51 Driver Configuration Driver Module Authentication Startup Option Driver Parameters ECMAScript Global Configuration Global Configuration Values Password Synchronization B Using Java Extensions 59 Overview Creating and Configuring Java Extensions C Trace Levels 63 4 Contents

5 About this Book and the Library The Identity Manager Driver for SOAP Implementation Guide explains how to install and configure the Identity Manager Driver for SOAP. Intended Audience This book provides information for administrators implementing Identity Manager, application server developers, Web services administrators, and consultants, who also have an understanding of DSML/SPML, SOAP, and HTML. Other Information in the Library For more information about the library for Identity Manager, see the following resources: Identity Manager documentation website ( Identity Manager drivers documentation website ( About this Book and the Library 5

6 6 About this Book and the Library

7 About NetIQ Corporation We are a global, enterprise software company, with a focus on the three persistent challenges in your environment: Change, complexity and risk and how we can help you control them. Our Viewpoint Adapting to change and managing complexity and risk are nothing new In fact, of all the challenges you face, these are perhaps the most prominent variables that deny you the control you need to securely measure, monitor, and manage your physical, virtual, and cloud computing environments. Enabling critical business services, better and faster We believe that providing as much control as possible to IT organizations is the only way to enable timelier and cost effective delivery of services. Persistent pressures like change and complexity will only continue to increase as organizations continue to change and the technologies needed to manage them become inherently more complex. Our Philosophy Selling intelligent solutions, not just software In order to provide reliable control, we first make sure we understand the real-world scenarios in which IT organizations like yours operate day in and day out. That's the only way we can develop practical, intelligent IT solutions that successfully yield proven, measurable results. And that's so much more rewarding than simply selling software. Driving your success is our passion We place your success at the heart of how we do business. From product inception to deployment, we understand that you need IT solutions that work well and integrate seamlessly with your existing investments; you need ongoing support and training post-deployment; and you need someone that is truly easy to work with for a change. Ultimately, when you succeed, we all succeed. Our Solutions Identity & Access Governance Access Management Security Management Systems & Application Management Workload Management Service Management About NetIQ Corporation 7

8 Contacting Sales Support For questions about products, pricing, and capabilities, contact your local partner. If you cannot contact your partner, contact our Sales Support team. Worldwide: United States and Canada: Web Site: Contacting Technical Support For specific product issues, contact our Technical Support team. Worldwide: North and South America: Europe, Middle East, and Africa: +353 (0) Web Site: Contacting Documentation Support Our goal is to provide documentation that meets your needs. The documentation for this product is available on the NetIQ Web site in HTML and PDF formats on a page that does not require you to log in. If you have suggestions for documentation improvements, click Add Comment at the bottom of any page in the HTML version of the documentation posted at You can also Documentation-Feedback@netiq.com. We value your input and look forward to hearing from you. Contacting the Online User Community NetIQ Communities, the NetIQ online community, is a collaborative network connecting you to your peers and NetIQ experts. By providing more immediate information, useful links to helpful resources, and access to NetIQ experts, NetIQ Communities helps ensure you are mastering the knowledge you need to realize the full potential of IT investments upon which you rely. For more information, visit community.netiq.com. 8 About NetIQ Corporation

9 1 1Understanding the SOAP Driver SOAP (Simple Object Access Protocol) is an XML-based protocol used for Internet communication between different applications and operating systems. The SOAP driver uses a combination of language and protocols to enable identity provisioning and data synchronization between an Identity Vault with Identity Manager and an HTTP-enabled application, such as a SOAP-enabled Web service. The driver isn t targeted to a specific Web service. The driver is a generic shim that simply handles the HTTP transport of data between the Identity Vault and a Web service. For this driver, a Web service is defined as an application that uses XML and HTTP as the transport protocol. The application can also use SOAP to encode the messages. This section provides the following information on the SOAP driver: Driver Concepts on page 9 Support for Standard Driver Features on page 12 Driver Concepts This section contains the following information: Data Management on page 9 How the Driver Works on page 10 Data Management The driver uses various Internet protocols and languages to exchange data between Identity Manager and a Web service. SOAP on page 9 SPML and DSML on page 10 XML on page 10 HTTP on page 10 HTTPS on page 10 SOAP SOAP (Simple Object Access Protocol) is an XML-based protocol for exchanging messages. It defines the message exchange but not the message content. The driver supports SOAP 1.1. SOAP documents are organized into three elements: Envelope: The root XML node. Header: Provides context knowledge such as a transaction ID and security information. Body: The method-specific information. Understanding the SOAP Driver 9

10 SOAP follows the HTTP request/response message model, which provides SOAP request parameters in an HTTP request and SOAP response parameters in an HTTP response. SPML and DSML The SOAP driver includes sample configurations for the SPML 1.0, SPML 2.0, and DSML 2.0 protocols. SPML: Service Provisioning Markup Language is an XML-based provisioning request and response protocol. A client issues an SPML request to a server. The request describes the operation to be performed at a given service point. The service point performs the necessary operations to implement the requested service. After completing the operation, the service point returns an SPML response to the client detailing any results or errors pertinent to that request. The driver supports SPML 1.0 or SPML 2.0 depending on the sample configuration selected. SPML binds with SOAP 1.1 and uses HTTP and HTTPS 1.1 as the transport. DSML: Directory Services Markup Language represents directory structural information, directory queries and updates, and the results of these operations as XML documents. DSML binds with SOAP 1.1 and uses HTTP and HTTPS 1.1 as the transport. For more information about the sample SPML and DSML configurations included with the driver, see Understanding the DSML Configuration on page 29 and Understanding the SPML Configuration on page 29. XML XML (Extensible Markup Language) is a generic subset of Standard Generalized Markup Language (SGML) that allows for exchange of structured data on the Internet. HTTP HTTP is a protocol used to request and transmit data over the Internet or other computer network. The protocol works well in an Internet infrastructure and with firewalls. HTTP is a stateless request/response system because the connection is usually maintained only for the immediate request. The client establishes a TCP connection with the server and sends it a request command. The server then sends back its response. HTTPS HTTPS is the HTTP protocol over Secure Socket Layer (SSL) as a sub-layer under the regular HTTP application layering. HTTPS encrypts and decrypts user page requests as well as the pages that are returned by the Web server. How the Driver Works The following diagram illustrates the data flow between Identity Manager and a Web service: 10 Understanding the SOAP Driver

11 Figure 1-1 SOAP Driver Data Flow Identity Manager Engine XDS Driver Policy XML Driver Shim XML HTTP-based Application or Service The Identity Manager engine uses XDS, a specialized form of XML, to represent events in the Identity Vault. Identity Manager passes the XDS to the driver policy, which can consist of basic policies, DirXML Script, and XSLT style sheets. The driver policy translates the XDS to XML, such as SOAP, on the Subscriber channel. On the Publisher channel, the driver policy translates other forms of XML, such as SOAP, into XDS. The driver shim receives the XML from the driver policy. The driver shim uses HTTP to communicate with the Web service. Generally the handoff between the driver shim and the application is serialized XML. For example, suppose the driver is using the DSML sample configuration to talk to a DSML server that is configured only as a Subscriber. When an event occurs in the Identity Vault, Identity Manager creates an XDS command to represent that event. Identity Manager passes the XDS command to the driver policy. The driver policy transforms that XDS command with an output transformation style sheet. The XSLT style sheet converts the XDS to a SOAP envelope containing DSML. That SOAP envelope is handed to the driver shim. The driver shim converts the SOAP envelope into an array of bytes, makes the appropriate HTTP connection, and performs an HTTP POST operation to submit the data to the Web service. The Web service or application processes the request, and returns a SOAP response to the driver shim. The shim receives the response as an array of bytes, and converts it to an XML document before passing it back to the driver policies. The input transformation style sheet processes the response, converting it into appropriate XDS that is reported back to the Identity Manager engine. Understanding Driver Operation Data The driver shim applies special handling to Subscriber commands based on an XML element embedded in the command, which appears in the driver shim as <driver-operation-data>. The <driver-operation-data> element has two purposes. First, it can be used to match commands with the responses they generate, and can be used to create associations in transformation policies. Second, it can be used to override default Subscriber channel connection attributes. The <driver-operation-data> element is added to the command from one of the Subscriber channel policies. The driver shim removes the <driver-operation-data> element from the command before it is sent to the application, and restores the <driver-operation-data> element to the resulting response. By default, when the <driver-operation-data> element is restored on the response, it is appended as a child element of the root node. This can be overridden by providing one or more parent-node-n attributes to the <driver-operation-data> element, where n is a number beginning with 1 that is incremented for each parent specifier you want to provide. The driver shim examines the operation data node, looking for parent-node-n attributes. If attributes are found, each is tried in turn and if the named node exists, the node is used as the parent for the operation data on the response. NOTE: Earlier versions of the driver shim uses the <operation-data> element to achieve this purpose. The driver shim still supports this for backward compatibility. However, use of the <operation-data> element for this purpose will be depreciated in future releases. Understanding the SOAP Driver 11

12 NetIQ recommends that you use the <driver-operation-data> element. To see how the <driver-operation-data> element works, see Managing Driver Operation Data on page 31. Support for Standard Driver Features The following sections provide information about how the SOAP driver supports these standard driver features: Local Platforms on page 12 Remote Platforms on page 12 Password Synchronization Support on page 12 Information Synchronized on page 12 Local Platforms A local installation is an installation of the driver on the Identity Manager server. The SOAP driver can be installed on the operating systems supported for the Identity Manager server. For information about the operating systems supported for the Identity Manager server, see the NetIQ Identity Manager Technical Information website. Remote Platforms The SOAP driver can use the Remote Loader service to run on a server other than the Identity Manager server. The SOAP driver can be installed on the operating systems supported for the Remote Loader. For information about the operating systems supported for the Identity Manager server, see the NetIQ Identity Manager Technical Information website. Password Synchronization Support The SOAP driver is capable of synchronizing passwords. Information Synchronized Unlike most other drivers, the SOAP driver synchronizes protocols instead of objects. It synchronizes the SPML 1.0 and DSML 2.0 protocols. The driver contains the following features: HTTP transport of data between the Identity Vault and a Web service Example configurations for SPML and DSML Customization of HTTP Request-Header fields By default, a basic authorization request header with an ID and password is provided for the Subscriber channel. SSL connections using the HTTPS protocol Subscriber HTTP and HTTPS proxy servers Definition and selection of multiple Subscriber connections in the policy at runtime 12 Understanding the SOAP Driver

13 Potential to act as an HTTP or HTTPS listener for incoming connections on the publisher channel Potential extensibility through customized Java code For more information, see Appendix B, Using Java Extensions, on page 59. Understanding the SOAP Driver 13

14 14 Understanding the SOAP Driver

15 2 2Installing the Driver Files By default, the SOAP driver files are installed on the Identity Manager server at the same time as the Identity Manager engine. The installation program extends the Identity Vault s schema and installs both the driver shim and the driver packages. It does not create the driver in the Identity Vault (see Chapter 3, Creating a New Driver Object, on page 17) or upgrade an existing driver s configuration (see Chapter 4, Upgrading an Existing Driver, on page 25). If the SOAP driver files are not currently located on the server where you want to run the driver: Install the driver files on an existing Identity Manager server, using the instructions in Considerations for Installing Identity Manager Components in the NetIQ Identity Manager Setup Guide for Linux or Planning to Install the Engine, Drivers, and Plug-ins in the NetIQ Identity Manager Setup Guide for Windows. Install the Remote Loader (required to run the driver on a non-identity Manager server) and the driver files on a non-identity Manager server where you want to run the driver. See Installing Identity Manager in the NetIQ Identity Manager Setup Guide for Linux. You must install the SOAP driver on a server that has HTTP access to the Web service with which the driver will communicate. This can be an existing Identity Manager server or a non-identity Manager server that meets the system requirements for running the Remote Loader service. For information about the operating systems supported for the Remote Loader, see the NetIQ Identity Manager Technical Information website ( Installing the Driver Files 15

16 16 Installing the Driver Files

17 3 3Creating a New Driver Object After the SOAP driver files are installed on the server where you want to run the driver (see Chapter 2, Installing the Driver Files, on page 15), you can create the driver in the Identity Vault. You do so by installing the driver packages and then modifying the driver configuration to suit your environment. The SOAP driver comes with packages for the SPML protocol and for the DSML protocol. For information about the two protocols, see SPML and DSML on page 10, Understanding the DSML Configuration on page 29, and Understanding the SPML Configuration on page 29. The following sections provide instructions to create the driver: Creating the Driver Object in Designer on page 17 Activating the Driver on page 22 Adding Packages to an Existing Driver on page 23 Creating the Driver Object in Designer You create the SOAP driver object by installing the driver packages and then modifying the configuration to suit your environment. After you create and configure the driver, you need to deploy it to the Identity Vault and start it. Importing the Current Driver Packages on page 17 Installing the Driver Packages on page 18 Configuring the Driver Object on page 21 Deploying the Driver Object on page 21 Starting the Driver on page 22 NOTE: You should not create driver objects by using the new Identity Manager 4.0 and later configuration files through imanager. This method of creating driver objects is no longer supported. To create drivers, you now need to use the new package management features provided in Designer. Importing the Current Driver Packages The driver packages contain the items required to create a driver, such as policies, entitlements, filters, and Schema Mapping policies. These packages are only available in Designer and can be updated after they are initially installed. You must have the most current version of the packages in the Package Catalog before you can create a new driver object. To verify that you have the most recent version of the driver packages in the Package Catalog: 1 Open Designer. 2 In the toolbar, click Help > Check for Package Updates. 3 Click OK to update the packages or Creating a New Driver Object 17

18 Click OK if the packages are up-to-date. 4 In the Outline view, right-click the Package Catalog. 5 Click Import Package. 6 Select any SOAP driver packages or Click Select All to import all of the packages displayed. By default, only the base packages are displayed. Deselect Show Base Packages Only to display all packages. 7 Click OK to import the selected packages, then click OK in the successfully imported packages message. 8 After the current packages are imported, continue with Installing the Driver Packages on page 18. Installing the Driver Packages After you have imported the current driver packages into the Package Catalog, you can install the driver packages to create a new driver. 1 In Designer, open your project. 2 In the Modeler, right-click the driver set where you want to create the driver, then click New > Driver. 3 Select SOAP Base, then click Next. 4 Select the type of SOAP driver packages to install, then click Next. The options are: DSML 2.0 SPML 1.0 SPML 2.0 Other 5 Select the optional features to install for the SOAP driver, then click Next. The options are: SOAP Password Synchronization: This packages contains the policies that enable the SOAP driver to synchronize passwords. If you want to synchronize passwords, verify that this option is selected. For more information, see the NetIQ Identity Manager Password Management Guide. Managed System Information: This package contains the policies that enable Identity Reporting. For more information, see the Administrator Guide to NetIQ Identity Reporting. 18 Creating a New Driver Object

19 6 (Conditional) If there are package dependencies for the packages you selected to install, you must install them to install the selected package. Click OK to install the package dependency listed. 7 (Conditional) If more than one type of package dependency must be installed, you are presented with these packages separately. Continue to click OK to install any additional package dependencies. 8 On the Driver Information page, specify a name for the driver, then click Next. 9 On the Install SOAP Base page, fill in the following fields for the Subscriber options, then click Next: URL of the SOAP server or Web Service: Specify the URL of the SOAP server or Web service. Authentication ID: Specify the ID used to authenticate to the SOAP server or Web service. Authentication Password: Specify the password for the authentication ID. Truststore file: Specify the path and the name of the keystore file that contains the trusted certificates for the remote server to provide server authentication. For example, c:\security\truststore. Leave this field blank when server authentication is not used. Set mutual authentication parameters: Select Show if you want to set mutual authentication information. Keystore file: Specify the path and the name of the keystore file that contains the trusted certificates for the remote server to provide mutual authentication. For example, C:\security\keystore. Leave this field blank when mutual authentication is not used. Keystore password: Specify the password for the keystore file. Leave this field blank when mutual authentication is not used. Proxy host and port: Specify the host address and the host post when a proxy host and port are used. For example: : Choose an unused port number on your server. Otherwise, leave this field blank. 10 On the Install SOAP Base page, fill in the following fields for the Publisher options, then click Next: Listening IP address and port: Specify the IP address of the server where this driver is installed and the port that this driver listens on. You can specify if there is only one network card installed in the server. Choose an unused port number on your server. For example: : The driver listens on this address for incoming requests, processes the requests, and returns a result. Authentication ID: Specify the authentication ID to validate incoming requests if Basic Authorization (on the HTTP header) is used. Authentication Password: Specify the password for the authentication ID. KMO name: When this server is configured to accept HTTPS connections, this is the KMO name in edirectory. The KMO name is the name before the - in the RDN. Leave this field blank when a keystore file is issued or when HTTPS connections are not used. Keystore file: When this server is configured to accept HTTPS connections, this is the path and the name of the keystore file. For example; C:\security\keystore. Leave this field blank when a KMO name is used or when HTTPS connections are not used. Keystore password: When this server is configured to accept HTTPS connections, this is the keystore file password. Leave this field blank when a KMO name is used or when HTTPS connections are not used. Server key alias: When this server is configured to accept HTTPS connections, this is the key alias. Leave this field blank when a KMO name is used or when HTTPS connections are not used. Creating a New Driver Object 19

20 Server key password: When this server is configured to accept HTTPS connections, this is the key alias password (not the keystore password). Leave this field blank when a KMO name is used or when HTTPS connections are not used. Require mutual authentication: When using SSL, it is common to do only server authentication. However, if you want to force both client and server to present certificates during the handshake process, select Required. Heartbeat interval in minutes: Specify the heartbeat interval in minutes. Leave this field blank to turn off the heartbeat. 11 Fill in the following fields for the Remote Loader information, then click Next: Connect To Remote Loader: Select Yes or No to determine if the driver will use the Remote Loader. For more information, see Configuring the Remote Loader and Drivers in the NetIQ Identity Manager Setup Guide for Linux. If you select No, skip to Step 12. If you select Yes, use the following information to complete the configuration of the Remote Loader: Host Name: Specify the IP address or DNS name of the server where the Remote Loader is installed and running. Port: Specify the port number for this driver. Each driver connects to the Remote Loader on a separate port. The default value is Remote Loader Password: Specify a password to control access to the Remote Loader. It must be the same password that is specified as the Remote Loader password on the Remote Loader. Driver Password: Specify a password for the driver to authenticate to the Identity Manager server. It must be the same password that is specified as the Driver Object Password on the Remote Loader. 12 (Conditional) This page is displayed only if you selected to install the Managed Systems Information packages. On the Install SOAP Managed System Information page, fill in the following fields to define your SOAP system, then click Next: Name: Specify a descriptive name for this SOAP system. The name is displayed in reports. Description: Specify a brief description for this SOAP system. The description is displayed in reports. Location: Specify the physical location of this SOAP system. The location is displayed in reports. Vendor: Leave Microsoft as the vendor of SOAP. This information is displayed in reports. Version: Specify the version of this SOAP system. The version is displayed in the reports. 13 (Conditional) This page is displayed only if you selected to install the Managed Systems packages. On the Install SOAP Managed System Information page, fill in the following fields to define the ownership of the SOAP system, then click Next: Business Owner: Select a user object in the Identity Vault that is the business owner of the SOAP system. This can only be a user object, not a role, group, or container. Application Owner: Select a user object in the Identity Vault that is the application owner of the SOAP system. This can only be a user object, not a role, group, or container. 14 (Conditional) This page is displayed only if you selected to install the Managed System packages. On the Install SOAP Managed System Information page, fill in the following fields to define the classification of the SOAP system, then click Next: Classification: Select the classification of the SOAP system. This information is displayed in the reports. You options are: Mission-Critical 20 Creating a New Driver Object

21 Vital Not-Critical Other If you select Other, you must specify a custom classification for the SOAP system. Environment: Select the type of environment the SOAP system provides. The options are: Development Test Staging Production Other If you select Other, you must specify a custom classification for the SOAP system. 15 Review the summary of tasks that will be completed to create the driver, then click Finish. 16 After you have installed the driver, you must change the configuration for your environment. Proceed to Configuring the Driver Object on page 21. Configuring the Driver Object After the driver packages are installed, you need to configure the driver before it can run. You should complete the following tasks to configure the driver: Configure the driver parameters: There are many settings that can help you customize and optimize the driver. The settings are divided into categories such as Driver Configuration, Engine Control Values, and Global Configuration Values (GCVs). Although it is important for you to understand all of the settings, your first priority should be to review the Driver Parameters located on the Driver Configuration page. The Driver Parameters let you configure the publication method and other parameters associated with the Publisher channel. Customize the driver policies and filter: The driver policies and filter control data flow between the Identity Vault and the application. You should ensure that the policies and filters reflect your business needs. For instructions, see Chapter 5, Customizing the Driver, on page 29. Set Up a Secure HTTPS Connection: The connection between the driver and the SPML or DSML server can be configured to use a secure HTTPS connection rather than an HTTP connection. For instructions, see Chapter 6, Securing Communication, on page 37. After completing the configuration tasks, continue with Deploying the Driver Object. Deploying the Driver Object After the driver object is created in Designer, it must be deployed into the Identity Vault. 1 In Designer, open your project. 2 In the Modeler, right-click the driver icon or the driver line, then select Live > Deploy. 3 If you are authenticated to the Identity Vault, skip to Step 4; otherwise, specify the following information, then click OK: Host: Specify the IP address or DNS name of the server hosting the Identity Vault. Username: Specify the DN of the user object used to authenticate to the Identity Vault. Password: Specify the user s password. Creating a New Driver Object 21

22 4 Read the deployment summary, then click Deploy. 5 Read the message, then click OK. 6 Click Define Security Equivalence to assign rights to the driver. The driver requires rights to objects within the Identity Vault. The Admin user object is most often used to supply these rights. However, you might want to create a DriversUser (for example) and assign security equivalence to that user. Whatever rights that the driver needs to have on the server, the DriversUser object must have the same security rights. 6a Click Add, then browse to and select the object with the correct rights. 6b Click OK twice. For more information about defining a Security Equivalent User in objects for drivers in the Identity Vault, see Establishing a Security Equivalent User in the Identity Manager Security Guide. 7 Click Exclude Administrative Roles to exclude users that should not be synchronized. You should exclude any administrative User objects (for example, Admin and DriversUser) from synchronization. 7a Click Add, then browse to and select the user object you want to exclude, then click OK. 7b Repeat Step 7a for each object you want to exclude, then click OK. 8 Click OK. 9 Continue with the next section, Starting the Driver. Starting the Driver When a driver is created, it is stopped by default. To make the driver work, you must start the driver. Identity Manager is an event-driven system, so after the driver is started, it won t do anything until an event occurs. You can use imanager or dxevent commands to start the driver. To start the driver: 1 In Designer, open your project. 2 In the Modeler, right-click the driver icon or the driver line, then select Live > Start Driver. Activating the Driver The Identity Manager driver for SOAP is part of the Identity Manager Integration Module for Tools. This integration module includes the following drivers: Identity Manager driver for Delimited Text Identity Manager driver for REST Identity Manager driver for SOAP This integration module requires a separate activation. After purchasing the integration module, you will receive activation details in your NetIQ Customer Center. If you create a new SOAP driver in a driver set that already includes an activated driver from this integration module, the new driver inherits the activation from the driver set. If you create the driver in a driver set that has not been previously activated with this integration module, the driver will run in the evaluation mode for 90 days. You must activate the driver with this integration module during the evaluation period; otherwise, the driver will be disabled. 22 Creating a New Driver Object

23 If driver activation has expired, the trace displays an error message indicating that you need to reactivate the driver to use it. For more information about activation, refer to Activating Identity Manager in the NetIQ Identity Manager Overview and Planning Guide. Adding Packages to an Existing Driver You can add new functionality to an existing driver by adding new packages to it. 1 Right-click the driver, then click Properties. 2 Click Packages, then upgrade the already installed SOAP Base package. 2a Select the package from the list of packages, then click the Select Operation cell. 2b Click Upgrade from the drop-down list, then click Apply. 2c Click OK to close the Package Management page. You can upgrade the Password Synchronization package in a similar way. 3 Click the Add Packages icon. 4 Select the packages to install. 5 (Optional) If you want to see all available packages for the driver, clear the Show only applicable package versions option, if you want to see all available packages for the driver, then click OK. This option is only displayed on drivers. By default, only the packages that can be installed on the selected driver are displayed. 6 Click Apply to install all of the packages listed with the Install operation. 7 (Conditional) Fill in the fields with appropriate information to install the package you selected for the driver, then click Next. 8 Read the summary of the installation, then click Finish. 9 Click OK to close the Package Management page after you have reviewed the installed packages. 10 Modify the driver configuration settings. See Configuring the Driver Object on page Deploy the driver. See Deploying the Driver Object on page Start the driver. See Starting the Driver on page Repeat Step 1 through Step 9 for each driver where you want to add the new packages. Creating a New Driver Object 23

24 24 Creating a New Driver Object

25 4 4Upgrading an Existing Driver The following sections provide information to help you upgrade an existing driver: What s New in Version on page 25 What s New in Version on page 25 Upgrade Procedure on page 25 What s New in Version This version of the driver does not provide any new features. What s New in Version Version of the driver provides support for configuring Suite B communication between the Remote Loader and the Identity Manager engine. For more information, see Authentication on page 52. For more information about Suite B, see Suite B Cryptography. Upgrade Procedure The driver upgrade process involves upgrading the installed driver packages and updating the existing driver files. These are independent tasks and can be separately planned for a driver. For example, you can update the driver packages and choose not to update the driver files at the same time. However, you are recommended to complete all the update steps within a short amount of time to ensure that the driver has the latest updates. Upgrading the Installed Packages on page 25 Applying the Driver Patch on page 26 Before starting the upgrade process, ensure that you have taken a back-up of the current driver configuration. Upgrading the Installed Packages 1 Download the latest available packages. To configure Designer to automatically read the package updates when a new version of a package is available, click Windows > Preferences > NetIQ > Package Manager > Online Updates in Designer. However, if you need to add a custom package to the Package Catalog, you can import the package.jar file. For more information about creating custom packages, see Upgrading Installed Packages in NetIQ Designer for Identity Manager Administration Guide. 2 Upgrade the installed packages. 2a Open the project containing the driver. 2b Right-click the driver for which you want to upgrade an installed package, then click Driver > Properties. Upgrading an Existing Driver 25

26 2c Click Packages. If there is a newer version of a package, there is check mark displayed in the Upgrades column. 2d Click Select Operation for the package that indicates there is an upgrade available. 2e From the drop-down list, click Upgrade. 2f Select the version that you want to upgrade to, then click OK. NOTE: Designer lists all versions available for upgrade. 2g Click Apply. 2h (Conditional) Fill in the fields with appropriate information to upgrade the package, then click Next. Depending on which package you selected to upgrade, you must fill in the required information to upgrade the package. 2i Read the summary of the packages that will be installed, then click Finish. 2j Review the upgraded package, then click OK to close the Package Management page. For detailed information, see the Upgrading Installed Packages in NetIQ Designer for Identity Manager Administration Guide. Applying the Driver Patch The driver patch updates the driver files. You can install the patch as a root or non-root user. Prerequisites Before installing the patch, complete the following steps: 1 Take a back-up of the current driver configuration. 2 (Conditional) If the driver is running with the Identity Manager engine, stop the Identity Vault and the driver instance. 3 (Conditional) If the driver is running with a Remote Loader instance, stop the Remote Loader instance and the driver instance. 4 In a browser, navigate to the NetIQ Patch Finder Download Page. 5 Under Patches, click Search Patches. 6 Specify Identity Manager nn SOAP Driver nn in the search box. 7 Download and unzip the contents of the patch file to a temporary location on your server. For example, IDM45_SOAP_4004.zip. Applying the Patch as a Root User In a root installation, the driver patch installs the driver files RPMs in the default locations on Linux. On Windows, you need to manually copy the files to the default locations. 1 Update the driver files: Linux: Log in to your server as root and run the following command in a command prompt: rpm -Uvh <Driver Patch File Temporary Location>/linux/novell-DXMLsoap.rpm For example, rpm -Uvh <IDM45_SOAP_4004.zip>/linux/novell-DXMLsoap.rpm 26 Upgrading an Existing Driver

27 Windows: Navigate to the <Extracted Driver Patch File Temporary Location>\windows folder and copy the following files to <IdentityManager installation>\nds\lib or <IdentityManager installation>\remoteloader\<architecture>\lib folder. SOAPShim.jar SOAPUtil.jar 2 (Conditional) If the driver is running locally, start the Identity Vault and the driver instance. 3 (Conditional) If the driver is running with a Remote Loader instance, start the Remote Loader instance and the driver instance. Applying the Patch as a Non-Root User 1 Verify that <non-root edirectory location>/rpm directory exists and contains the file, _db.000. The _db.000 file is created during a non-root installation of the Identity Manager engine. Absence of this file might indicate that Identity Manager is not properly installed. Reinstall Identity Manager to correctly place the file in the directory. 2 To set the root directory to non-root edirectory location, enter the following command in the command prompt: ROOTDIR=<non-root edirectory location> This will set the environmental variables to the directory where edirectory is installed as a nonroot user. 3 Download the patch and untar or unzip the downloaded file. 4 To install the driver files, enter the following command: rpm --dbpath $ROOTDIR/rpm -Uvh --relocate=/usr=$rootdir/opt/novell/edirectory --relocate=/etc=$rootdir/etc --relocate=/opt/novell/edirectory=$rootdir/opt/ novell/edirectory --relocate=/opt/novell/dirxml=$rootdir/opt/novell/dirxml -- relocate=/var=$rootdir/var --badreloc --nodeps --replacefiles <rpm-location> For example, to install the SOAP driver RPM, use this command: rpm --dbpath $ROOTDIR/rpm -Uvh --relocate=/usr=$rootdir/opt/novell/edirectory --relocate=/etc=$rootdir/etc --relocate=/opt/novell/edirectory=$rootdir/opt/ novell/edirectory --relocate=/opt/novell/dirxml=$rootdir/opt/novell/dirxml -- relocate=/var=$rootdir/var --badreloc --nodeps --replacefiles /home/user/ novell-dxmlsoap.rpm Upgrading an Existing Driver 27

28 28 Upgrading an Existing Driver

29 5 5Customizing the Driver The following sections provide information to help you understand what the driver does and what customization you might need to make to the driver: Understanding the DSML Configuration on page 29 Understanding the SPML Configuration on page 29 Handling Modify Events for Unassociated Objects on the Publisher Channel on page 30 Creating XSLT Style Sheets on page 31 Managing Driver Operation Data on page 31 Understanding the DSML Configuration The DSML package uses DSML 2.0 and binds with SOAP 1.1, using HTTP or HTTPS 1.1 as the transport. All data transformation and processing is done in policies and style sheets that are delivered in the DSML package. The DSML package does the following: Shows a simple configuration for pairing with the Identity Vault DSML implementation. Provides XDS-to-DSML and DSML-to-XDS conversions in policies. Handles Users, Groups, and Organizational Units. Other objects can be processed through policy and style sheet customization. Supports string, structured, and distinguished name (DN) attribute types. This sample has two examples of handling attributes with other data types. The Postal Address attribute shows how structured attributes can be handled. The Member attribute shows how a DN attribute can be handled. Other attribute data types can be handled through policy and style sheet customization. Handles a subset of the query operations. Specific query operations can be handled through policy and style sheet customization. Supports password set operation. Password synchronization is possible through policy and style sheet customization. The Subscriber channel uses the destination DN for the association key. The Publisher channel uses the application-provided DN for the association key. Understanding the SPML Configuration The SPML package uses SPML 1.0 and binds with SOAP 1.1, using HTTP or HTTPS 1.1 as the transport. All data transformation and processing is done in policies and style sheets that are delivered in the SPML package. The SPML package does the following: Provides generic SPML functionality based on the OASIS SPML V2 core xsd standard. Customizing the Driver 29

30 The SPML package does not pair with any specific SPML application. In some specific implementations, you can modify the default policies to conform with the provider standards. For example, the containerid attribute is optional as per the OASIS SPML V2 core xsd standard, whereas it is mandatory for Quest One ActiveRoles SPML Provider. Provides XDS-to-SPML and SPML-to-XDS conversions in policies. Handles Users, Groups, and Organizational Units Other objects can be handled through policy and style sheet customization. Handles a single value per attribute. Multiple values for an attribute can be handled through policy and style sheet customization. Handles a subset of the query operations. The configuration handles all queries as SPML scope = subtree and uses the entry and subordinate scope concepts. Specific query operations can be handled through policy and style sheet customization. Supports string, structured, and distinguished name (DN) attribute types. Supports password set operation. Password synchronization is possible through policy and style sheet customization. Handles the single (non-batch) operations of execution=synchronous and processing=sequential. Batch requests can be supported through policy and style sheet customization. Doesn t handle <addresponse><attributes> or <modifyresponse><modifications>. The Subscriber channel uses the application-returned Identifier value for the association key. The Publisher channel uses the DN for the association key and returns the association key as the Identifier value. Handling Modify Events for Unassociated Objects on the Publisher Channel The Publisher channel of the SOAP driver has certain limitations that allow it to listen only for Change events. It has no way to query for additional information or to poll the HTTP/SOAP source. Therefore, Modify events received on the Publisher channel for unassociated objects (or an object that was not created by the same instance of the driver) almost always fail (return an error). The reason for this is that the driver and the Identity Manager engine cannot successfully change an unassociated Modify event into an Add command without the ability to send a query to the HTTP/SOAP source. Because the SOAP driver has no mechanism to query back to the source, it returns an error stating that query is not implemented. There is no general solution for this limitation. Therefore, the sample configurations for DSML and SPML both return an error when this condition occurs. If, in a specific driver deployment, it becomes necessary to apply an association on an object, and the possibility of inconsistent information in that newly associated object is acceptable, this can be achieved in policy by setting the Destination DN in the Modify event and creating your own set-association event. This allows the modification to occur on the existing object, even when not previously associated. 30 Customizing the Driver

31 Creating XSLT Style Sheets To enable the SOAP driver to work with any setup other than the default configuration for DSML or SPML, you need to create XSLT style sheets.the application-specific protocol handling is done in Input Transformation and Output Transformation style sheets. For detailed information on writing style sheets to handle other document types, refer to the sample style sheets that come in the SOAP packages. For more information on style sheets see Defining Policies by Using XSLT Style Sheets in the NetIQ Identity Manager - Using Designer to Create Policies Guide. Managing Driver Operation Data The driver shim applies special handling to Subscriber commands based on the <driveroperation-data> element. On the Subscriber channel, the <driver-operation-data> element can be added to a command for two purposes: Specify XML data that you want included with the command result. In this way, you can match commands with the responses they generate, which is useful for creating associations. Override default Subscriber options on a per-command basis. As discussed in Understanding Driver Operation Data on page 11, the <driver-operation-data> element is added to the command from one of the Subscriber channel policies. The driver shim removes the operation data from the command before it is sent to the application, and restores the <driver-operation-data> element (and all child elements) to the resulting response. <nds dtdversion="4.0" ndsversion="8.x"> <source> <product edition="advanced" version=" ">dirxml</product> <contact>novell, Inc.</contact> </source> <input> <user ="thomas.wagner@example.com" enabled="true" ns1:password="password1!" username="thomas.wagner" xmlns:ns1=" xmlns:ns2=" <driver-operation-data> <request-headers remove-existing="true"> <request-header name="accept">application/xml </request-header> <request-header name="x-auth-token">262f9eefc1e9488fa65474c5aa0f5ca1</request-header> </request-headers> </driver-operation-data> </user> </input> </nds> <driver-operation-data> must be a child element of the operation node which is the <user> node in this example. Otherwise, <user> and <driver-operation-data> are considered as separate operations and will not be applied to the <user> operation. Consider another example below. Customizing the Driver 31

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