Identities are managed in the AD or an HR system, and automatically imported into PRIME in a scheduled process. If the main identity source is an HR system, then the data import is done via CSV files.
In the Smart ID package, there are two types of identities: employees and external persons. External persons are for example consultants and contractors. Both active and inactive persons are imported. Persons can be inactive when they are on temporary leave, for example.
|title||Use case: Automatic import of identity data|
For the batch synchronization to work, the Batch sync role must be used, by setting the following entry in the system.properties file of the prime explorer:
|1||PRIME||On a configurable interval, PRIME imports identities of employees and external persons from the main data source.||-|
|2||PRIME||If the person record is updated in the main data source, the corresponding updates are done in PRIME.||-|
By default, the following workflows are automatically triggered by the data import
Automatically triggered card workflows
When person data is new or updated, related workflows can be automatically triggered.
activated, automatically activate card
Here is a typical example:
|title||Use case: A person is |
|1||PRIME||In the automatic data import: If the person has been activated in the main data source, the state is updated in PRIME to Active.||-|
|2||PRIME||Runs the Reactivate card workflow. See Issue card for more information.||-|
|Expand||titleUse case: A person is |:
| inactivated, automatically deactivate card|
the state is updated in PRIME to Inactive.
|1||PRIME||In the automatic data import: If the person has been inactivated in the main data source, ||-|
|2||PRIME||Runs the Deactivate card workflow. See Maintain card for more information.||-|
|title||Optional use case: New employee, automatically issue card|
|1||PRIME||In the automatic data import: If a person record is missing in PRIME, it is added.||-||2||PRIMERuns workflow to produce or request card. See Issue card|
More workflows can be configured to be automatically triggered during the data import.