Update Attributes — Select to replace the current Identity Manager user attribute values with the attribute values from the account being loaded. Merge Attributes — Enter one or more attribute names, separated by commas, for which values should be combined eliminating duplicates rather than overwritten. Use this option only for list-type attributes, such as groups and mailing lists.
You must also select the Update Attributes option. Result Level — Select a threshold at which the load process will record an individual result for an account:. Errors only — Record an individual result only when loading an account produces an error message. Warnings and errors — Record an individual result when loading an account produces a warning or an error message.
Informational and above — Record an individual result for every account. This causes the load process to run more slowly. In the File to Upload field, specify a file to load, and then click Load Accounts. If the input file does not contain a user column, you must select a confirmation rule for the load to proceed correctly.
The task instance name associated with the load process is based on the input file name; therefore, if you re-use a file name, then the task instance associated with the latest load process will overwrite any previous task instances. Diagnoses account situations more specifically and supports a wider range of responses than the discovery process. Before reconciling any account. Select Resources from the menu bar. Reconciliation Server — In a clustered environment, each server may run reconciliation.
Specify which Identity Manager server will run reconciliation against resources in the policy. Reconciliation Modes — Reconciliation can be performed in different modes, which optimize different qualities:. Full reconciliation — Optimizes for thoroughness at a cost of speed. Incremental reconciliation — Optimizes for speed at the expense of some thoroughness.
Full Reconciliation Schedule — If full mode reconciliation is enabled, it is performed automatically on a fixed schedule. Specify how frequently full reconciliation should be run against resources in the policy. Select the Inherit option to inherit the indicated schedule from a higher-level policy. Incremental Reconciliation Schedule — If incremental mode reconciliation is enabled, it is performed automatically on a fixed schedule. Specify how frequently incremental reconciliation should be run against resources in the policy.
Attribute-level Reconciliation — Reconciliation can be configured to detect changes made natively that is, not made through Identity Manager to account attributes. Specify whether reconciliation should detect native changes to the attributes specified in Reconciled Account Attributes.
Proxy Administrator — Specify the administrator to use when reconciliation responses are performed. The reconciliation can perform only those actions that the designated proxy administrator is permitted to do. The response will use the user form if needed associated with this administrator. Situation Options and Response — Reconciliation recognizes several types of situations.
Specify in the Response column any action reconciliation should take:. Create new Identity Manager user based on resource account — Runs the user form on the resource account attributes to create a new user. The resource account is not updated as a result of any changes. Create resource account for Identity Manager user — Recreates the missing resource account, using the user form to regenerate the resource account attributes.
Link resource account to Identity Manager user and Unlink resource account from Identity Manager user — Adds or removes the resource account assignment to or from the user. No form processing is performed. Pre-reconciliation Workflow — Reconciliation can be configured to run a user-specified workflow prior to reconciling a resource.
Specify the workflow that reconciliation should run. Select Do not run workflow if no workflow should be run. Per-account Workflow — Reconciliation can be configured to run a user-specified workflow after responding to the situation of a resource account.
Post-reconciliation Workflow — Reconciliation can be configured to run a user-specified workflow after completing reconciliation for a resource. Reconciliation schedule — You can set a reconciliation schedule on the Edit Reconciliation Policy page, which runs reconciliation at regular intervals. Immediate reconciliation — Runs reconciliation immediately. To do this, select a resource in the resources list, and then select one of the following options in the Resource Actions list:.
Full Reconcile Now. Results for the latest reconciliation task are not available. Resource account name — Select this option, select one of the modifiers starts with, contains, or is , and then enter part or all of an account name. Resource is one of — Select this option, and then select one or more resources from the list, to find reconciled accounts that reside on the specified resources. Owner — Select this option, select one of the modifiers starts with, contains, or is , and then enter part or all of an owner name.
Situation is one of — Select this option, and then select one or more situations from the list to find reconciled accounts in the specified situations. If you select Pre-Existing Input Form the default , then make selections for these options:. Input Form — Select an input form that will process data updates. This optional configuration item allows attributes to be transformed before they are saved on the accounts. Process Rule — Optionally select a process rule to run for each incoming account.
This selection overrides all other options. If you specify a process rule, the process will be run for every row, regardless of other settings on the resource. It can be either a process name, or a rule evaluating to a process name. Basic mode is the default option. If you select advanced mode, you can define event types and set process rules.
Process Rule — Displays with advanced configuration mode only. Optionally select a process rule to run for each incoming account. Post-Process Form — Displays with advanced configuration mode only. Optionally select a form to run, in addition to the form generated by the Active Sync Wizard. This form overrides any settings from the Active Sync Wizard. Startup Type — Select one of:. Automatic or Automatic with failover — Starts the authoritative source when the Identity system is started.
Manual — Requires that an administrator start the authoritative source. Proxy Administrator — Select the administrator who will process updates. All actions will be authorized through capabilities assigned to this administrator. You should select a proxy administrator with an empty user form. You configure active synchronization for the resource on July 18, Tuesday. You set the resource to poll weekly, with a start date of July 4, Monday and time of a.
Poll Every — Specify how often to poll. Minutes is the default unit. Polling Start Date —- Enter the day that the first scheduling interval should start, in yyyyMMdd format. Polling Start Time — Enter the time of day that the first scheduling interval should start, in HH:mm:ss format. Maximum Log Archives — If greater than zero, then retain the latest N log files. If zero, then a single log file is re-used. If -1, then log files are never discarded. The following table lists the possible values for the BusyStatus element.
If the organizer does not explicitly specify his or her attendance status, the client should use a value of 2 for the BusyStatus element in the Sync command request to mark the meeting status as Busy. If the client does not provide this value, the server uses a Busy status by default. As a best practice, the client should always provide a value for the optional UID element. The UID element value is a random hexadecimal ID that the client generates when it creates the calendar item.
The maximum length of the UID element value is characters. We recommend that the Exchange ActiveSync client include the UID element because it helps to map the calendar item to the email notifications sent for the meeting. This enables the organizer to track meeting updates and responses to the meeting request. The client should include a MeetingStatus element when creating a meeting by using the Sync command request.
When the client saves a meeting to the organizer's calendar, it should set the value of this element to 1, which indicates that the item is a meeting. A meeting must include the Attendees element, which contains a collection of Attendee elements.
Each Attendee element must include at least one Email element and one Name element; these elements contain the email address and name of the attendee. Optionally, the Attendee element can include values for the AttendeeStatus and AttendeeType elements. When the meeting is created, the AttendeeStatus element contains a value of 0 zero. This value changes when attendees respond to the meeting request. If present, the AttendeeType element must be set to one of the values in the following table.
The Exchange server sends a response to the Exchange ActiveSync client's request. The response indicates the status of the Calendar Sync command operation as well as the status of the individual meeting request. If the item was added correctly as indicated by a Status element value of 1 in the response for both the item and the collection , the server issues a ServerId element value for the item in lieu of the temporary ClientId element value that the client assigned to it, as shown in the following example.
The client must associate the newly issued ServerId value with this calendar item. Exchange ActiveSync clients should not allow the organizer to respond to meetings that he or she organized. The email notification must make it clear to the recipients that its purpose is to inform them of the meeting request. It can also optionally solicit invitee responses to the request, and automatically block the meeting time on prospective attendees' calendars. Exchange ActiveSync clients use the SendMail command to send MIME-formatted email messages to the server, including calendaring information structured according to a known calendaring format.
The iCalendar format is the most common calendaring format; this format is supported by a variety of clients. The email message contains multiple parts. The message may contain a plain text part, which includes the body text of the meeting request.
Several different calendar request formats are available for meeting request messages. Each of these formats are included in a separate MIME part in the meeting request message.
Most clients use the iCalendar format for the meeting request, encoded in base The following section provides more detail about the iCalendar format. The iCalendar format is a file format extension. This standard enables users of different calendaring systems including clients and servers to exchange calendaring information.
The CSV format consists of two or more input lines. Each line consists of a list of values separated by commas. The first line contains field names. Each line should contain the same number of values. Empty values will leave the corresponding field value unchanged. Contains the action taken on the Identity Manager user. For creating Identity Manager users, this value must be Create. The third and subsequent fields are from the User view. The field names used are the path expressions for the attributes in the views.
If you are using a customized User Form, then the field names in the form contain some of the path expressions that you can use. A list of one or more role names to assign to the Identity Manager account.
A list of one or more resource names to assign to the Identity Manager account. A list of one or more resource groups to assign to the Identity Manager account.
The organization name in which to place the Identity Manager account. A resource account attribute. The names of the attributes are listed in the schema for the resource.
Some fields can have multiple values. For example, the waveset. The syntax for multiple values can be specified like this:. The Create bulk action is more versatile than the from Load from File process. Bulk actions can work with multiple resources, while Load from File loads information from one resource at a time. Reconciliation compares the contents of the account index to what each resource currently contains.
Reconciliation can perform the following functions:. Detect when a user has been moved from one container on a resource to another container on a resource.
An adapter must have been configured for the resource before you can reconcile. See Resource Reference for more information about adapters. Full reconciliation recalculates the existence, ownership, and situation for each account ID listed by the adapter.
It examines each Identity Manager user that claims the resource to recalculate ownership. For each account, reconciliation process confirms that any Identity Manager owner recorded in the Account Index still exists and still claims the account. Any account that does not have an owner is correlated with Identity Manager users as long as reconciliation policy for that resource specifies a correlation rule.
If a correlation rule suggests one or more possible owners, then each of them will be double-checked in a confirmation rule if one is specified. See Correlation and Confirmation Rules for more information about rules. Once a situation has been determined for the account, reconciliation will perform any response that is configured in the reconciliation policy for that resource.
If the reconciliation policy specifies a workflow to be performed per-account, full reconciliation will perform this for each account that is reconciled, after the situation action is performed. See Reconciliation Workflows for more information about workflows. Incremental reconciliation is analogous to incremental backup: it is faster than full reconciliation, and does most of what you need, but is not as complete as full reconciliation.
Incremental reconciliation trusts that the information maintained in the account index is correct. Trusting that the list of known account IDs is correct, and that ownership of the account by any Identity Manager owner is correctly recorded, allows incremental reconciliation to skip or shorten several processing phases. Incremental reconciliation skips the step of examining Identity Manager users that claim the resource. Incremental reconciliation also calculates a situation only for accounts that have been added or deleted since the resource was last reconciled.
It does this by comparing the list of account IDs in the account index for that resource to the list of account IDs returned by the resource adapter. New accounts are recorded as existing, deleted accounts are recorded as no longer existing, and only these two sets of accounts are processed further.
Because incremental reconciliation is much faster and uses fewer processing cycles than full reconciliation, you may want to schedule incremental reconciliation more frequently and schedule full reconciliation less often.
Because Active Sync is designed to detect changes, it should not be used to load account information into Identity Manager for the first time.
Instead, use reconciliation or a discovery process. To detect any attributes that have not been updated in Identity Manager because Active Sync has been configured to ignore or filter out the attributes. Active Sync allows an administrator to specify a user form that ensures attributes across multiple accounts are kept synchronized.
A process rule can be implemented that fully controls all Active Sync processing. This is typically enabled when extraordinary actions need to be performed when an account on a resource changes, such as editing multiple objects in the repository. Active Sync requires the use of an Active Sync-enabled adapter that has been properly configured.
See Business Administrator's Guide for more information about configuring a resource to implement Active Sync. The following table compares the capabilities of discovery and reconciliation.
The following table provides information about the common Identity Manager processes or tasks related to the load operations category.
Identity Manager reads a WSUser object from a file, converts it to the User view, and applies the form. The attributes are processed as if they were extended attributes of the Identity Manager user. Attributes are put in accounts[Lighthouse] and will only be put under the global attribute if the form defines global fields for each of them.
Retrieves account information from a particular resource invoked through Administrator Interface and uses an adapter to list and fetch accounts. All attribute values for each account on the resource are pulled into the global namespace. You can specify any attribute in the User view namespace. Attribute names are specified using the view path syntax. The reconciliation process is primarily managed through the Administrator Interface. However, there are some aspects of reconciliation that cannot be accomplished from this interface.
For example, you might need to create new correlation and confirmation rules, reconciliation workflows, or edit the Reconcile configuration object.
The following sections describe these features, and others. For general information about defining reconciliation policy, see Business Administrator's Guide.
Reconciliation policies allow you to establish a set of responses, by resource, for each reconciliation task. Within a policy, you select the server to run reconciliation, determine how often and when reconciliation takes place, and set responses to each situation encountered during reconciliation. You can also configure reconciliation to detect changes made natively not made through Identity Manager to account attributes.
The value at each scope becomes the default for each sub-scope. Thus, reconciliation policy defines an inheritance tree :. Inheritance makes it easier to manage policy for a large number of resources especially if many of them will have the same settings. For example, if you want to treat all resources in the same way, you need to manage only one set of policy settings, at the global level. If you want to treat all Windows resources one way and all Solaris resources another way, you need to manage policy settings at only two scopes: one for each of these two resource types.
If there are exceptions to the policy defined at the resource type level for a few specific resource instances, the necessary policy settings can be overridden specified for those individual resources.
Since each policy setting is inherited separately, only the settings that differ need to be specified; the other policy settings may still inherit their values from above. Identity Manager matches resource accounts that are not linked to a user with Identity Manager users in two phases:.
A correlation rule looks for Identity Manager users that might own an account. A confirmation rule tests an Identity Manager user against an account to determine whether the user actually does own the account. This two-stage approach allows Identity Manager to optimize correlation, by quickly finding possible owners based on name or attributes , and by performing expensive checks only on the possible owners.
Reconciliation policy allows you to select a correlation rule and a confirmation rule for each resource. You may also specify No Confirmation Rule. The default correlation rule is to look for a user with a name that exactly matches the account ID of the input account. By default, no confirmation rule is used. You can also write your own correlation and confirmation rules. A correlation rule can generate a list of user names based on values of the attributes of the resource account.
A correlation rule may also generate a list of attribute conditions referring to queryable attributes of a user object that will be used to select users. If possible, defer expensive processing to a confirmation rule. User Name Matches AccountId. Returns the value of the accountId attribute. It selects as a possible owner any Identity Manager user with a name that matches the resource account ID.
This is the default correlation rule. User Owns Matching AccountId. Returns a list of attribute conditions. This will select as a possible owner any Identity Manager user that owns a resource account that matches the same accountId value. User Email Matches Account Email. A more complicated rule might combine or manipulate account attribute values to generate a list of names or a list of attribute conditions. For example, reconRules. XML comments disable this rule, because it will not work correctly without additional configuration.
This rule looks for Identity Manager users based on fullname , but this attribute is not queryable by default. The Identity Manager application or the application server may need to be restarted for the UserUIConfig change to take effect. A typical confirmation rule compares internal values from the user view to the values of account attributes.
As an optional second stage in correlation processing, the confirmation rule performs checks that cannot be expressed in a correlation rule or that are too expensive to evaluate in a correlation rule. In general, you need a confirmation rule only in the following circumstances:. This illustrates the fact that many ownership decisions could be expressed with either a correlation rule or a confirmation rule.
In cases where Outlook for iOS and Android receives protected messages and prompts end users to use an RM client to open the file, it means that Exchange hasn't decrypted the message, which is due to an issue on the Exchange side. Outlook for iOS uses iOS's native preview technology to quickly expose attachments to end users. OfficeImportErrorDomain error " when a user attempts to open a rights-protected attachment.
Users will need to tap the respective Word, Excel, or PowerPoint app icon to open the rights-protected attachment in the native app. The Teams coexistence mode at the Microsoft or Office organization level and the user level the user setting takes precedence over the tenant setting determines the meeting creation experience in Outlook for iOS and Android:. In addition, for users using the native Microsoft sync technology, a Teams Join button is available in calendar events.
This provision makes it easy to Join a Teams meeting and will be available for all coexistence modes. Users who are not using the native Microsoft sync technology will be able to join Teams Meetings using the weblink in the meeting description. For more information on the Teams coexistence modes, see Choose your upgrade journey from Skype from Business to Teams.
The app accesses various end points, depending on the activities of the user. Yes, Outlook for iOS and Android supports proxy configurations when the proxy infrastructure meets the following requirements:. Outlook for iOS and Android will consume the proxy configuration as defined by the platform operating system.
Typically, this configuration information is deployed via a PAC file. The PAC file must be configured to use hostnames instead of protocol; no extra custom settings are supported. For tenants that have not been migrated to the native Microsoft sync technology, the following extra requirement applies:.
Yes, Outlook for iOS and Android supports shared mailboxes when the user mailbox and shared mailbox are located in Exchange Online and using the native Microsoft sync technology. A shared mailbox is a special mailbox type that is created using the -Shared parameter.
Access to the shared mailbox by a user is obtained via permissions and not by using alternate credentials. For more information, see Shared mailboxes in Exchange Online. Yes, Outlook for iOS and Android has extended the shared mailbox capability to now allow users to add another person's mailbox when the user has been granted FullAccess permissions to the other person's mailbox.
Granting SendAs or Send on Behalf of permissions also allows the user to send messages as the other person's mailbox. For more information on permission assignment, see Manage permissions for recipients in Exchange Online. Yes, Outlook for iOS and Android supports contact management. Within the app, users can initiate phone calls, text messages, video chat for example, FaceTime , etc. Integration with the operating system, and contact management functionality, depend on the client platform, where the mailbox resides, and the authentication type used:.
By enabling contact synchronization between Outlook and the native contacts app, users receive the rich experience that the native operating system provides for example, inbound and outbound caller-ID, text messaging name resolution, and so on. With Outlook for Android, users can utilize either the native Contacts app or Outlook for managing contact data, as contact changes are synchronized bi-directionally.
Administrators have extra capabilities with respect to contact synchronization between Outlook and the native Contacts app:. The Google Play Store is not available in China.
However, Microsoft has distributed the Outlook for Android app in the following third-party app stores that are available in China:. As Google's notification service, Firebase Cloud Messaging , is not available in China, new mail push notifications do not function.
Instead, Outlook for Android relies on polling notifications. For the native Microsoft sync technology, background polling occurs every 15 minutes while the app is in the background assuming background synchronization is not disabled. For Outlook for iOS, users should install 3.
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