GUEST/IDM/CONNECT

Preparation of Symmetry Connect/Guest

Installation of the IDM Importer

Configuration of the IDM Importer

The setting.yaml file is the configuration file that we are going to modify to specify the sources and destinations of the IDM / Identities. Here is a simplified version of the yaml file that explains the different parts:

In the first section of the yaml file, there are 2 locations where we have SELECT STATEMENT HERE. This can be simple queries or very complex ones. It all depends what you wish to have pulled into IDM from the source being used.

Here is an example of what the query can look like when pulling from multimax database (Symmetry):

select PDF.[PersonalData8] as EmployeeNumber
, FirstName
, Case
When InitLet IS NOT NULL then InitLet
Else ''
End as MiddleName
, LastName
,Case PDF.[PersonalData13]
When 'M' Then 1
When 'F' Then 2
When NULL Then 0
ELSE 0
End as Gender
, Case
When PDF.[PersonalData12] IS NOT NULL then PDF.[PersonalData12]
Else ''
End as PrimaryEmail
, Case
When PDF.[PersonalData3] IS NOT NULL then PDF.[PersonalData3]
Else ''
End as PrimaryPhone
, Case
When PDF.[PersonalData5] IS NOT NULL then PDF.[PersonalData5]
Else ''
End as Title
, Case
When PDF.[PersonalData1] IS NOT NULL then PDF.[PersonalData1]
Else ''
End as Location
, PDF.[PersonalData6] as EmployeeType
, Case
When PDF.[PersonalData3] IS NOT NULL then PDF.[PersonalData3]
Else ''
End as Department
, ActiveDateTime as StartDate,
, InactiveDateTime As ExpirationDate
, CHT.CardID as CardID, CIT.CardInfoID
, Case
When PDF.[PersonalData4] is not null Then PDF.[PersonalData4]
When Inactive = 1 Then 'Inactive'
When Inactive = 0 Then 'Active'
End as SymmetryStatus
FROM [multiMAX].[dbo].[CardHolderTable] CHT (NOLOCK)
INNER JOIN [multiMAX].[dbo].[CardInfoTable] CIT (NOLOCK) on
CHT.CardID = CIT.CardID
LEFT JOIN [multiMAX].[dbo].[PersonalDataFlatTable] PDF (NOLOCK) on
PDF.CardID = CHT.CardID
WHERE CIT.PrimaryCard = 1 and PDF.[PersonalData8] IS NOT NULL ORDER BY
CHT.CardID

The “WHERE” clause of the query is used to filter the record that we do not want to import. Using SQL Server Management studio is a good was to assure that we pull in the right Identities.

The Identities Photo query could look like:

SELECT PDF.[PersonalData8] as EmployeeNumber, CHFT.Face AS Photo
FROM [multiMax].[dbo].[CardInfoTable] CIT (NOLOCK)
JOIN [multiMax].[dbo].[CardHolderTable] CHT (NOLOCK) ON CHT.CardID
= CIT.CardID
JOIN [multiMAX].[dbo].[CardHolderFaceTable] CHFT (NOLOCK) ON
CIT.CardID=CHFT.CardID
LEFT JOIN [multiMAX].[dbo].[PersonalDataFlatTable] PDF (NOLOCK) on
PDF.CardID = CHT.CardID
WHERE CIT.PrimaryCard = 1 and PDF.[PersonalData8] IS NOT NULL ORDER BY
CHT.CardID