NHSmail Address Book Synchronisation Deployment Guide

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1 NHSmail Address Book Synchronisation Deployment Guide November 2018 Version 1

2 Contents 1 Overview Document Conventions Intended audience 3 2 Introduction 4 3 Pre-requisites for the TANSync Server Hardware specification Account Permissions Ports and traffic flows Pre-requisite software installation 8 4 TANSync installation Installation of MIM Synchronization Service Configuration of TANSync components 22 5 Post Installation of TANSync Initial Synchronisation Cycle Enable Provisioning Configure Provisioning for Address Book Sync 54 6 Address Book Sync Operations Running a Profile Synchronisation of Data from NHSmail to Active Directory Synchronisation of Data from Active Directory to NHSmail Cleaning Old Run History 58 7 Schedule Automated Synchronisation 59 8 Appendix Pre-deployment Consideration Items Pre-Configuration Questionnaire Advanced Rule Extensions Configuration of File Connector Proxy Configuration Common Issues 71 2

3 1 Overview 1.1 Document Conventions The following methods are used below to highlight important information within the document:! Design Decision This box highlights where we have made a decision on the design. The text above the box will explain the decision. * Note This box indicates information not directly related to the design.! Important note This box highlights critical information. 1.2 Intended audience This document is intended for partner organisations who will be federated with the NHSmail platform and describes the configuration process for the TANSync solution, an Identity Manager Solution which enables organisations to synchronise local data with the NHSmail Application Programme Interface (API). This solution has been created based on Microsoft Identity Manager (MIM) This document has been produced for a technical audience who have an understanding of the installation of Microsoft products and have experience working with identity products such as Identity Lifecycle Manager (ILM), Forefront Identity Manager (FIM) or MIM. This document serves as a guide on how to build and configure MIM, which will be independent of all other servers. 3

4 2 Introduction The TANSync Address Book Sync solution is available for organisations wishing to synchronise contact information with the NHSmail platform. TANSync pulls information from the NHSmail Portal into the local Active Directory as well as pushes information from the local Active Directory into the Portal which then synchronises the information into the NHSmail Exchange and Active Directory infrastructure. The below diagram explains the high-level architectures and synchronisation flows for address book synchronisation. Figure 1 Address Book Synchronisation with separate SQL instance User Shared Mailbox Contact Direction of Synchronisation Federated Organisation Accenture NHSmail 2 Portal API Service SQL Serverr TANSync v2 ` Service Bus Active Directory Active Directory Exchange 4

5 Figure 2 Address Book Synchronisation with SQL instance on the same server User Shared Mailbox Contact Direction of Synchronisation Federated Organisation Accenture NHSmail 2 Portal API Service TANSync v2 ` Service Bus Active Directory Active Directory Exchange * Note Resource mailboxes are treated as shared mailboxes by TANSync.! Important note TANSync only communicates with an organisation s on-premise Active Directory, hence enabling contact objects created by TANSync for Exchange or Skype For Business (or Lync) will need to be handled by the organisation s infrastructure administrator. The table below describes the data fields provided to the federated organisations. Object Type User Data Fields Id Title JobTitle FirstName LastName DisplayName OfficePhone Fax MobilePhone 5

6 Shared mailboxes (including resource mailboxes) Pager Address SipAddress OrganisationName OrganisationUnitName SiteName Country Id DisplayName Address OrganisationName OrganisationUnitName Country 6

7 3 Pre-requisites for the TANSync Server This section describes the pre-requisites and installation of the additional software ready for the deployment of TANSync. * Note It is not recommended to deploy TANSync on a Domain Controller. It is recommended to install SQL Server on the same server as TANSync. However, if the organisation has got SQL cluster infrastructure, that can be used for TANSync as well. 3.1 Hardware specification If SQL instance is installed on the same server. Site Requirement Operating System Minimum system specification Partner Organisation Premises TANSync MIM Synchronisation Server Microsoft Windows 2012 R2 2 Core 16GB RAM 150GB disk 1Gbps network Quantity 1 If SQL instance is installed on a separate server. Site Requirement Operating System Minimum system specification Partner Organisation Premises TANSync MIM Synchronisation Server Microsoft Windows 2012 R2 2 Core 16GB RAM 100GB disk 1Gbps network Quantity Account Permissions There are different permission levels for accounts used to install the TANSync Server. Partner Organisation to provide An account which has Local Administrator privilege (for log-on and installation purposes). If external SQL instance is used the account requires Server Administrator (SA) role on the SQL instance to create Synchronization Service database during installation. A service account which has the following permission on Active Directory: a. Full Control on the target container in Active Directory (This object and all descendant objects) 7

8 b. Replicating Directory Changes on the Domain ( NHSmail to provide: A service account which has the following roles in the NHSmail Portal (this account will be provided by a Portal administrator): a. EXTERNAL_CONNECTOR_USER_READ on address book sync partner organisations within the Portal. b. EXTERNAL_CONNECTOR_CONTACTS_READ_DEL_UPDATE on the organisation created for writing back contacts to the Portal 3.3 Ports and traffic flows TANSync communicates with the NHSmail API over the encrypted TCP port 443 and uses outbound connections only. This is much more secure and does not require an organisation to expose their internal network to the NHSmail Service. Source Destination Protocol Port Direction TANSync Server NHSmail API ( TCP and UDP 443 Outbound Initiated TANSync Server Active Directory TCP and UDP 389 Outbound Initiated! Important note If the organisation requires Proxy for accessing the Internet, please refer to Appendix Section 8.4 for proxy configuration on TANSync server. The following endpoints should be configured in the Proxy whitelist: portal endpoint authentication endpoint 3.4 Pre-requisite software installation! Important note If SQL Express is not required and a separate SQL instance is to be used, install SQL Native Client (Microsoft SQL Server 2012 Native Client) on the TANSync server for connectivity with that SQL instance. Microsoft.NET 3.5, an installable windows feature, must be installed before the TANSync server can be installed. This section describes the TANSync package and how to install the product. 8

9 Steps Launch Server Manager Description Navigate to Dashboard Select Add roles and Features 9

10 10

11 Select.Net Framework 3.5 Features 11

12 Select Install to start the installation 4 TANSync installation The TANSync package can be obtained at the following location: TANSync is based on Microsoft Identity Manager 2016, which is included as a part of the standard Windows Server 2012 R2 licence.! Important note It is highly recommended to use SQL Server 2014 Standard or above instead of the included in the package SQL Express SQL Express 2014 should only be used if the number of objects in the synchronisation scope is smaller than or testing purposes. The Package contains the following sources: Component Description SQLExpress SQL Express 2014 Synchronisation Service TANSync Configurations TANSync Extensions RunScripts Microsoft Identity Manager 2006 Synchronization Service A set of preconfigured Management Agents to be imported into the synchronization service A set of management agent extensions required for TANSync The scripts that runs the synchronization profiles in specific orders 12

13 Refer to Appendix Section 8.1 for the summary of the configuration items required for Address Book Synchronisation.! Important note Before unzipping the TANSync package, it is highly recommended to unblock it to avoid further complication during deployment due to Windows blocking the execution of the components: 1) Right click on the zip file 2) Select Properties 3) Click on Unblock button at the bottom 4.1 Installation of MIM Synchronization Service Install SQL Instance This section describes the installation process for SQL Express 2014.! Important note If SQL Express is not required, install the organisation approved full version of SQL Server. Install SQL Native Client on the TANSync server and skip to the next section. 13

14 Steps Launch Setup.exe to start installation process Description Select New installation or add features to an existing installation Accept the license terms and select Next 14

15 Select Default Instance 15

16 Add users who require Server Administrator access to the SQL instance 16

17 Select Close to complete the installation Install Microsoft Identity Manager Synchronization Service This section describes the installation process for Microsoft Identity Manager 2016 Synchronization Service. Steps Launch Setup.exe to start installation process Description 17

18 Accept the terms in the License Agreement and select Next 18

19 If SQL server is not installed on the current server, select a remote machine and specify the machine name DNS name. If SQL instance name is different from the default MSSQLServer, select a named instance and specify the name before selecting Next. Otherwise leave everything as default. Enter the service account details Note: enter the NETBIOS name instead of Domain name 19

20 Enter the Security group s details and select Next Note: the security groups will be created locally on the machine. Select Enable firewall rules for inbound RPC communications 20

21 Select Install When asked, select OK After installation Select OK when asked to backup SQL database key Select a location and back up the key Select Finish 21

22 4.2 Configuration of TANSync components This section describes configuration of management agents required for the TANSync solution. The order of configuration is vital for maintaining the required precedence for attribute flow. This means that the TANSync Management Agent should be configured last. Step Copy all files from TANSync Extensions folder to C:\Program Files\Microsoft Forefront Identity Manager\2010\Syn chronization Service\Extensions Description Default Data Fields Mapping The following table describes the default pre-configured attribute mapping between NHSmail and Active Directory: NHSmail Object Type NHSmail Data Field Active Directory Object Active Directory Attribute Synchronisation Flow Direction User Id Contact ExtensionName From NHSmail to Organisation AD Title personaltitle From NHSmail to Organisation AD JobTitle title From NHSmail to Organisation AD FirstName givenname From NHSmail to Organisation AD LastName sn From NHSmail to Organisation AD DisplayName displayname From NHSmail to Organisation AD OfficePhone telephonenumber From NHSmail to Organisation AD 22

23 Fax facsimiletelephonenumber From NHSmail to Organisation AD MobilePhone mobile From NHSmail to Organisation AD Pager pager From NHSmail to Organisation AD Address oth box From NHSmail to Organisation AD SipAddress otheripphone From NHSmail to Organisation AD OrganisationName company From NHSmail to Organisation AD OrganisationUnitName Department From NHSmail to Organisation AD SiteName l From NHSmail to Organisation AD Country co From NHSmail to Organisation AD Shared Mailbox (including resource mailbox) Id Contact extensionname From NHSmail to Organisation AD DisplayName displayname From NHSmail to Organisation AD Address othermailbox From NHSmail to Organisation AD OrganisationName company From NHSmail to Organisation AD OrganisationUnitName department From NHSmail to Organisation AD Country co From NHSmail to Organisation AD Contact Id User extensionname From NHSmail to Organisation AD Title personaltitle From Organisation AD to NHSmail FirstName givenname From Organisation AD to NHSmail LastName sn From Organisation AD to NHSmail OfficePhone telephonenumber From Organisation AD to NHSmail Fax facsimiletelephonenumber From Organisation AD to NHSmail MobilePhone mobile From Organisation AD to NHSmail Pager pager From Organisation AD to NHSmail Address mail From Organisation AD to NHSmail SipAddress otheripphone From Organisation AD to NHSmail Organisation <constant organisation code> From Organisation AD to NHSmail Metaverse Schema Configuration The steps below describe how to remove the default Metaverse schema in order to configure the correct one required for TANSync. 23

24 Step Launch Synchronization Service Manager Description Select Tools and select Options Select Enable metaverse rules extension Select Browse to select Metaverse rule extension 24

25 Step Select MVExtension.dll and select OK Description Create an empty object type. This will allow deleting all default object types from Metaverse schema On Metaverse Design tab, select Create Object Type from Actions list 25

26 Step Enter a and click OK Description On Metaverse Design tab, delete all default object types. Select an object type and select Delete Object Type on the righthand side. When ask, select Yes to confirm. Repeat this for all object types 26

27 Step On Metaverse Design Tab Description Select Action from the top Choose Import Metaverse Schema Find and select file MVSchema.xml from TANSyncPackage / TANSync Configurations and select Open Select OK 27

28 Step Delete the empty object type ( a ) created above Description Select each of the object type and select Configure Object Deletion Rule and select Rule Extension 28

29 Step Finish Description Active Directory Management Agent Configuration This section describes the steps to deploy Active Directory Management Agent to MIM Synchronization Service and is only applicable to organisations with Active Directory as the data source. A service account with the security permission detailed below needs to be created in Active Directory to run the Management Agent. (Described in section 3.2) Full Control to the Organisational Unit containing the target users (This object and all descendant objects) Replicating Directory Changes to the Domain * Note TANSync will be configured to access 2 Active Directory containers in this section as an example. These will need to be configured to match the organisation s Active Directory container structure. SyncContacts the container where Portal contacts will be written to. OrganisationUsers the container containing users whose details will be written to the NHSmail Portal.! Important note If Contact write back to Portal is not required, then do not configure the OrganisationUsers equivalent container. 29

30 Step Launch MIM Synchronization Service Manager Description At Management Agents Tab select Actions and select Import Management Agent Find and select ADMA.xml file from TANSyncPackage/ TANSync Configurations and select Open 30

31 Enter Forest name (FQDN), Service Account name and password, Domain name (NETBIOS) Select the Domain Distinguished Name from Existing Partitions section to replace DC=partnerorg,DC=local with and click on button Match Select the remaining and click Deselect Select OK 31

32 Click on button Containers to configure the target Container Expand and select the target Container Select OK Note: The illustration is an example and this might be different depending on the Active Directory architecture of the organisation. OrganisationUsers is the container where user details will be read from. Do not configure this if the user data is not to be shared with NHS. SyncContacts is the container where NHSmail contacts will be written to. 32

33 33

34 Select required attributes (tick show all to show more) 34

35 Configure filter for user objects if required and select Next Note: Your rule configuration may look different to the image, this is not an issue and you can continue with your installation 35

36 Configure attribute mapping for your organisation Verify the attributes of connector space and check that metaverse objects are mapped correctly to make sure that the values are written to the right attributes in the Active Directory Note: change the Organisation code constant to the correct one. You can also set up advanced mapping by checking Advanced under Mapping Type and clicking Edit Here you can set up a constant value for an attribute 36

37 Select OK or Finish to complete TANSync Management Agent Configuration This section details the configuration of the management agent for TANSync. TANSync Management Agent reads users and shared mailboxes in the Portal using the API service. 37

38 Step Launch Synchronization Service Manager Description Select Management Agents Select Action Choose Import Management Agent Find and select file TANSyncMA.xml and select Open 38

39 Select Refresh interfaces 39

40 Specify Service Account (will be provided to you) for connecting to the Portal API service Make sure Address Book Synchronisation is selected Specify full path of a log file location For example: C:\TANSyncLog\ tansynclog.txt Make sure the MIM Synchronization Service account has full permission to the directory of the file. Verbose option gives more detailed logging, if not selected only errors will be recorded Leave the configuration blank 40

41 41

42 42

43 43

44 44

45 Select Finish TANSyncWriteBack Management Agent Configuration This section details the configuration of the management agent for TANSyncWriteback. TANSyncWriteback Management Agent creates contacts in the Portal using the API service. Step Launch Synchronization Service Manager Description 45

46 Select Management Agents Select Action Choose Import Management Agent Find and select file TANSyncMAWriteBack.x ml and select Open 46

47 Select Refresh interfaces Specify Service Account (will be provided to you) for connecting to the Portal API service Make sure Address Book Synchronisation is selected Specify full path of a log file location For example: C:\TANSyncLog\ tansyncwritebacklog.txt Make sure the MIM Synchronization Service account has full permission to the directory of the file. Verbose option gives more detailed logging, if not selected only errors will be recorded 47

48 Leave the configuration blank 48

49 49

50 50

51 51

52 Select Finish 5 Post Installation of TANSync 5.1 Initial Synchronisation Cycle Run the profiles listed below in the following order, ensuring there are no errors: Order Management Agent Run Profile 1 TANSyncMA Full Import 2 ADMA Full Import 3 TANSyncMAWriteBack (If applicable) Full Import 4 TANSyncMA Full Sync 52

53 5 ADMA Full Sync 6 TANSyncMAWriteBack (If applicable) Full Sync 5.2 Enable Provisioning * Note To start provisioning objects to Active Directory and the NHSmail Portal it is necessary to enable Provisioning Rule Extension in MIM. This section describes the steps to enable provisioning of MIM Synchronization Service. Step Launch MIM Synchronization Service Manager Description Select Tools and select Options Select Enable metaverse rules extension Select Browse to select Metaverse rule extension 53

54 Select MVExtension.dll and select OK Select Enable Provisioning Rules Extension Select OK 5.3 Configure Provisioning for Address Book Sync To configure the provisioning please find and edit file: C:\Program Files\Microsoft Forefront Identity Manager\2010\Synchronization Service\Extensions\TANSyncMA.cfg 54

55 The following table describes the configuration items in the file: Item Description Default Values LogFile: OperationMode: ProvisionTo: OUPath: The file where the provisioning logs will be written to. Make sure the MIM Synchronization Service account has full permission to the directory of the file. This specify the mode TANSync performs in Specifies the names of Management Agents where objects will be provisioned to The Distinguished Name of the container where contact objects will be created in. C:\TANSyncLog\TANSyncExtensionLog.txt AddressBookSync TANSyncMAWriteBack,ADMA OU=SyncContacts,DC=partnerorg,DC=local * Note To comment out configuration item use # in the beginning of the line in the file 55

56 6 Address Book Sync Operations 6.1 Running a Profile To run a profile on a Management Agent, perform the following steps: Step Launch MIM Synchronization Service Manager Description On Management Agents tab, right click a Management Agent and select Run Select the run profile and press OK to run 56

57 This section describes the steps to be performed for successful synchronisation of address book data between federated organisation and NHSmail.! Important note TANSync downloads and writes the data to Active Directory. However, enabling contacts in Exchange or Skype For Business will be performed by the organisation infrastructure administrator. 6.2 Synchronisation of Data from NHSmail to Active Directory This section describes the step to synchronise data from NHSmail to the organisation Active Directory. Run the profiles listed below in the following order, ensuring there are no errors: Order Management Agent Run Profile 1 TANSyncMA Full Import 2 ADMA Delta Import 3 TANSyncMA Full Sync 4 ADMA Full Sync 5 TANSyncMA Export 6 ADMA Export 6.3 Synchronisation of Data from Active Directory to NHSmail This section describes the step to synchronise data from the organisation Active Directory to NHSmail. Run the profiles listed below in the following order, ensuring there are no errors: Order Management Agent Run Profile 1 ADMA Delta Import 2 TANSyncMAWriteBack Full Import 3 ADMA Full Sync 4 TANSyncMAWriteBack Full Sync 5 ADMA Export 6 TANSyncMAWriteBack Export 57

58 6.4 Cleaning Old Run History MIM Synchronization Service stores the logs of the previous synchronization profile runs in the database. This space can gradually fill up as time passes. It is good practice to clear these logs on a regular basis to reduce the memory footprint. Also, if no longer required, remove the old synchronization and extension logs files created by TANSync. (These are configured in section 4.2.3, and 5.2) The following table describes the steps for clearing the profile runs history: Step Navigate to Operations in Synchronization Service Manager Description Select Action and select Clear Runs 58

59 Select Clear runs before and specify the date and time Deselect Save runs before clearing them if not required Select OK to start clearing the runs 7 Schedule Automated Synchronisation This section describes the steps to configure automated synchronization schedules. This schedule executes a script that starts the synchronisation run profiles on the management agents in specific order and will be configured in windows Task Scheduler. For a successful execution of the schedule, a schedule task service account will be required. Schedule task Service Account Permissions A member of MIMSyncAdmins group Permission to log on to the TANSync server The schedule task will be configured to run script runsynccycle.cmd provided in the TANSync package. Step Description Launch windows Task Scheduler Select Create Task in Action section 59

60 In General Tab Enter Name: Synchronisation Schedule Enter Description: TANSync Synchronisation schedule Select the schedule service account Select Run whether user is logged on or not Select Run with Highest privileges In Triggers Tab Select New to create new triggers 60

61 Select the trigger settings. For example, Weekly on Saturday at 12:00:00 AM Select Enabled Click OK to complete the trigger creation In Actions Tab Select New to create a new action 61

62 Make sure Action is Start a program Click Browse to select the script runsynccycle.cmd Click OK to complete Click OK to complete the schedule creation 62

63 8 Appendix 8.1 Pre-deployment Consideration Items The table below lists the configuration items that need to be clear before the deployment: Item Description Note Implementation Actor Account Portal Service Account AD Forest Name Domain NETBIOS name AD Service Account AD Container for NHSmail contacts AD Container for reading organisation user details from Configuration xml files Extension Binaries Portal API Endpoint TANSyncMA log file An account which has Local Administrator privilege (for log-on and installation purposes). If external SQL instance is used the account requires SA role on the SQL instance to create Synchronization Service database during installation. A service account which has following roles in NHSmail Portal (this account will be provided by a Portal administrator): EXTERNAL_CONNECTOR_USER_READ on address book sync partner organisations within the Portal. EXTERNAL_CONNECTOR_CONTACTS_READ_DEL_UPDAT E on the organisation created for writing back contacts to the Portal This is a configuration item in TANSyncMA and TANSyncMAWriteBack Management Agents. Active Directory forest FQDN. This is a configuration item in Active Directory Management Agent (ADMA). Domain name. This is a configuration item in Active Directory Management Agent (ADMA). A service account which has the following permission on Active Directory Full Control on the target container in Active Directory (This object and all descendant objects) Replicating Directory Changes on the Domain This is a configuration item during installation of Microsoft Identity Manager. A container in Active Directory to store NHSmail contacts read from the Portal. This is a configuration item in Active Directory Management Agent (ADMA). A container where the data will be read from to write into the NHS Portal. This is a configuration item in Active Directory Management Agent (ADMA). The configuration xml files provided for importing the configuration to Microsoft Identity Manager to set up TANSync for Address Book Synchronisation The binaries provide to extend the Address Book Sync functionalities to Microsoft Identity Manager The Portal API service connection point. This is a configuration item in TANSyncMA and TANSyncMAWriteBack Management Agents. The log file path with the file name for storing logs form TANSyncMA. The log by default will only contain error messages. However, if verbose option is selected the log will contain more Provided by the Organisation Provided by NHS Provided by the Organisation Provided by the Organisation Provided by the Organisation Provided by the Organisation Provided by the Organisation Provided by NHS Provided by NHS Provided by NHS Provided by the Organisation 63

64 details on each of the operations performed by the management agent code. Make sure that the MIM service account has full permissions in the directory and to the children files. This is a configuration item in TANSyncMA Management Agent. TANSyncMAWrit eback log file TANSyncMA.cfg configuration Schedule Task service account RunScripts The log file path with the file name for storing logs form TANSyncMAWriteBack. The log by default will only contain error messages. However, if verbose option is selected the log will contain more details on each of the operations performed by the management agent code. Make sure that the MIM service account has full permissions in the directory and in the children files. This is a configuration item in TANSyncMAWriteBack Management Agent. This configuration file is used for configuring provisioning objects to data sources. The file contains the following configuration items: LogFile, OperationMode, ProvisionTo, OUPath More detail is in section 5.3. An account to run automated synchronisation schedule. Section 7. The set of command line (cmd) and Visual Basic (vbs) scripts to run synchronisation profiles in specific orders. The scripts also delete the run histories that are older than 2 weeks. This is a configuration item in task scheduler in Section 7. Provided by the Organisation Provided by the Organisation Provided by the Organisation Provided by the NHS 8.2 Pre-Configuration Questionnaire The following are questions to gather important information required for the TANsync deployment: # Question 1 Who is/are performing the deployment? 2 What is the Active Directory Forest Name? 3 What is the Active Directory Domain Name (Fully Qualified Domain Name and NETBIOS)? 4 What is TANSync server IP address? 5 What is TANSync server Fully Qualified Domain Name (FQDN)? 6 What is Remote Desktop Protocol (RDP) port to the TANSync server? 7 What is SQL IP address? 8 What is SQL FQDN? 9 What is the Deployment Actor account details (login and password)? 10 What is the MIM service account details (login and password)? 11 What is the Distinguished Name of the Container to store NHSmail contacts in AD? 64

65 12 What is the Distinguished Name of the Container(s) to read organisation user data from to upload to NHSmail? 13 What is the TANSyncMA log file details (path and file name)? (if applicable) 14 What is the TANSyncMAWriteBack log file details (path and file name)? (if applicable) 15 What is the TANSync extension log file details (path and file name)? (if applicable) 16 What are the changes to the default data fields between NHSmail and AD mappings? (if applicable) 8.3 Advanced Rule Extensions Rule extensions can help modify the attribute values of a data source and this section describes the developed rule extensions and their uses. * Note To define the rule in the attribute flow, use the following format: <Rule Extension Name>:<Datasource Attribute Name>-<Metaverse Attribute Name> Rule Extension Description Note nameformat This rule extension helps changing the data format to the correct Name format. I.E. first letter is in uppercase and the following is in lowercase. Example Configurable in Attribute Inbound Flows ToLowerCase This rule extension transforms data to lowercase Example Configurable in Attribute Inbound Flows trimsip This rule extension removes the sip: suffix to allow NHS Portal API to process Example Configurable in Attribute Inbound Flows trimwhitespace This rule extension removes white spaces from the data. Example Configurable in Attribute Inbound Flows reducelengthto64 This rule extension truncate data to 64 characters. Example Configurable in Attribute Inbound Flows 65

66 8.4 Configuration of File Connector In the situation where writing directly to Active Directory is not possible a FileConnector management agent is provided for writing data downloaded from NHSmail into a file for further processing. This section describes how to setup the FileConnector management agent. * Note This management agent will produce file C:\Program Files\Microsoft Forefront Identity Manager\2010\Synchronization Service\Data\Export.csv on every Export. The file contains the NHSmail contact data. The management agent cannot be used to provide TANSync with organisation user s data to write back to NHSmail. Step Launch Synchronization Service Manager Description Select Management Agents Select Action Choose Import Management Agent 66

67 Find and select file TANSyncMA.xml and select Open 67

68 68

69 69

70 Select Finish to complete Configure FileConnector for provisioning Open file C:\Program Files\Microsoft Forefront Identity Manager\2010\Synchronization Service\Extensions\TANSyncMA.cfg add FileConnector to ProvisionTo configuration item. Remove ADMA from ProvisionTo configuration item. (if provisioning to Active Directory is no longer required) For Example: ProvisionTo: TANSyncMAWriteBack,FileConnector 70

71 8.5 Proxy Configuration If you are using an outbound proxy for connecting to the Internet, add the following configuration to the file: C:\Windows\Microsoft.NET\Framework64\v \Config\machine.config This text must be entered at the bottom of the file. In this code just before </configuration> <system.net> <defaultproxy> <proxy usesystemdefault="true" proxyaddress=" bypassonlocal="true" /> </defaultproxy> </system.net> 8.6 Common Issues This section details the common issues which may occur when installing, configuring and running the TANSync solution. Account permission issues Description: Installation with an account that does not have sufficient permission. Fix: The account needs to have local admin privilege on the local machine to install TANSync. The process needs to be run as Local Administrator. Description: Unable to install TANSync when using an external SQL instance. Fix: If the user wants to use an existing SQL Instance, they need to have an SA privilege on the SQL and use the existing SQL details during installation of MIM Synchronization Service. Schedule task account issues Description: The schedule task cannot run synchronization. Fix: The schedule task account needs to have the correct permissions and a member of MIMSyncAdmins group to run the synchronisation. Installation issues Description: Installation of MIM Synchronisation Service failed due to missing.net 3.5 framework. Fix: ensure you have installed the prerequisite.net 3.5. Synchronisation Issues Description: Connection failures during synchronisation. Fix: Ensure the service account password is correct and if expired refresh the password and reconfigure the management agent that failed. Description: Unable to run any synchronisation run profile on TANSyncMA or TANSyncMAWriteBack. 71

72 Fix: Ensure all files in C:\Program Files\Microsoft Forefront Identity Manager\2010\Synchronization Service\Extensions are unblocked. Description: Exception when running synchronisation profiles on TANSyncMA or TANSyncMAWriteBack. Fix: Ensure the MIM synchronisation service account has got full permission to the log folders (specified during configuration stages) and all the files in them. 72

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