Configuration > Global Settings

• Tenants
• License and plugin
• Look & feel
• Soffid parameters
• User types
• Group types
• Metadata
• Network intelligence
• User backup configure & restore (backup addon)
• Export settings and objects (admin addon)
• Import settings and objects (admin addon)

Tenants

Definition

Soffid is multi tenant. This means that one can configure many differente tenants to manage disjoints groups of identities and applications. 

Each Soffid object, including applications, systems, roles, users, and accounts are bound to a single tenant. 

Of course, there is a special tenant named master. Master tenant administrators can jump to any other tenant with administration privileges.

Soffid recommends connecting directly to the specific tenant to configure it correctly. You have more information about this topic in the Tenant access section.

Screen overview

Related objects

• Authorizations: to exclude authorizations in the tenants
• Synchronization servers: syncservers availbles to manage the tenant

Standard attributes

• Name: Set a short name for the tenant. 
• Description: Enter a long description for the tenant
• Enabled: Usually set to yes. If it's set to NO, no user will be able to log in to that tenant, and no provisioning or automated task will be ran on that tenant.
• Disabled permissions: By default, tenant administrator permissions are restricted, so they are not able to bypass tenant borders and access to other tenant information. To achive this, the following permissions are disabled by default, but some others can be added:
  • Open the tenants management page
  • Use the tenant micro-service
  • Manage sync servers
• Assigned servers: By default, the new tenant will not be able to use any sync server unless it is authorized to. So, one can create a sync server for a specific tenant that cannot be used by any other tenant.

Actions

Table actions

Tenant actions

Others

Tenant access

Option 1: direct access to the tenant 

When users are connecting to Soffid console, the master tenant is displayed by default. In order to directly connect to any tenant, a DNS entry with the tenant name must be added to your DNS server.

For instance, if you have deployed a Soffid console with the DNS name console.soffid4.local, the DNS name test.console.soffid4.local will be used to access to the test tenant.

Note that you must configure the hostName Soffid parameter in the master with your DNS name

Option 2: access through the master

You can also configure the login page using the soffid.auth.showTenant Soffid parameter. If the parameter value is true, Soffid will display a new box in the login page to write the tenant name to login.

License and plugin

Definition

License

Soffid 4 requires a valid licence to enable its features.

The licence token must be provided by Soffid and will enable the modules you have contracted for the duration of the contract. A new licence token will be provided upon each renewal.

Plugin

Soffid provides you additional functionality that allows installing addons and server plugins. There are two main types of addons: system connectors and console addons.

You can download existing addons and plugins developed by Soffid by visiting http://download.soffid.com/download  or http://download.soffid.com/download/enterprise if you have a Soffid user with authorization.

In Soffid version 4, a marketplace has been implemented that allows you to upload or update add-ons or connectors directly from the Console.

An addon or plugin, must be upload into a Master tenant, the other tenant will inherit these installed addons and plugins.

Addons and plugins can be developed using Addon Development Guide. 

System connectors

Also referred as plugins, there are little pieces of software able to manage identities on some type of systems. They can be generic plugins (SQL or LDAP plugins) or custom specific plugins.

The system connector is configured when the administrator creates an agent. An agent can be viewed as a configured instance of a plugin.

In order to upgrade existing (running) plugins, the synchronization server that hosts this plugin must be restarted from the system monitoring screen.

A connector can contain one or more types of agents, and you can create as many agents (of the same type or not) as you want to connect to Soffid.

Console addons

Add important features to Soffid console. A console addon can contain common classes, data models, transactional services, web services, and web interfaces.

In order to apply addon changes, the console must be restarted. It can be restarted from this page by clicking on the restart console button.

Some add-ons, such as Federation, also require restarting the synchronisation servers.

From this page, you will be able to upload and upgrade server plugins, as well and enable or disable them.

Screen overview

Related objects

• Tenants: the plugins are managed in the master tenant.
• Agents: used to configure a system connector, agents are located inside the connector plugins.

Standard attributes

Table attributes

• Plugin: identified name of the plugin or addon deployed.
• Version: version of the plugin or addon.
• Deployed by: user that deployed the addon or plugin.
• Date: date and time of the deployment.

When a plugin is disabled, it is displayed as strikethrough.

Plugin attributes

• Name: identified name of the plugin or addon deployed.
• Version: name + version.
• Enabled: if enabled is Yes, the plugin or addon will be available to use it.
• Components: component list that make up the plugin or addon.

Actions

Table actions

Plugin actions

Others

First access to Soffid

Once Soffid is installed and you access the console with the admin user, the only option enabled will be this screen.

You should now access it and click "Licence manager" button to search for and accept the token that has been provided to you, but for this step to be possible, you must first configure the console in https. This step is explained in the Soffid 4 installation manual.

Once we have the console in https and have enabled the licence token, you will be able to access the contracted modules and this will be indicated in the page title.

Access without token

When you access the ‘Licence manager’ and there are no tokens available, you must contact Soffid.

Please remember that the username used must be the one for the Soffid platform. It will be the same one that allows you to access our support portal or the downloads page.

Look & feel

Definition

Soffid's Look & feel page allows you to adjust the Console styles to your organization.

In this configuration page, the customization of two sections is allowed:

• Images:
  
  • You can change the image of the logo that appears on the login page.
  • You can change the image of the logo that appears in the left bar.
  • You can change the image of the logo that appears in the top bar.
    
• Colors:
  • You can change the colors of the Soffid components and text.

Changes made on this page affect the entire Console.

Some changes may require updating the browser several times because some items are in the browser's cache.

Screen overview

Standard attributes

Images

Colors

Actions

For the images

For the page

Examples

Top icon, left bar, icons page, and colors

Login page with logo and colors

Soffid parameters

Definition

Soffid allows you to customize the configuration of some attributes of the Console, Syncserver, connectors and add-ons.

There are several types of parameters.

• Informative parameters, such as the versions of internal components of Soffid.
• Parameters used as attributes in Soffid screens, such as the values of the look & feel fields.
• There are also parameters that can be modified, such as some configuration data for the synchronization server.
• There are new attributes that can be included to expand the functionality of Soffid, such as mail server data.

If you want to know the Soffid console version check the component.iam-core.version parameter.

Screen overview

Standard attributes

• Parameter: code/name used to identify the parameter.
• Value: parameter value.
• Network (optional): network to which this parameter would be assigned.
• Description (optional): a brief description of the parameter.

Actions

Table actions

"Parameter","Network","Value","Description"
"addon.backup.test","","",""

Detail actions

List of parameters sorted by functionality

Console

%2$s %3$s, %1$s  

Syncserver

Mail server

Job notifications

Syncserver provisioning

Addon federation

Identity Self Service and emails

Exclude menu options

To exclude default menu options for all users of the Soffid console, the following steps can be followed

1. To exclude some menu options from your Soffid console, you must edit the system.properties file of this console. You can find this file in the following path: /opt/soffid/iam-console-3/conf/

2. Add the soffid.menu.hidden parameter to the system.properties file. The value of this parameter can be the menu options name that you can find in the console.yaml file.

3. Restart the Soffid console.

User types

Description

User type is the way to categorize users and allows configuring different password policies. Those policies can be more or less restrictive depending on the user's risk. For instance, internal users (automatically created) are different from external ones.

Therefore, this field is very useful for the following cases:

• Sort or list the users on the user's page or in the reports
• Apply different password policies
• Apply restrictions on the synchronization of Soffid to the target systems
• Ease configuration in automatic rules or custom scripts

Be in mind that a user always must belong to a User Type.

Screen overview

Related objects

• Users: each user must be assigned a user type.
• Accounts: the shared or privileged accounts also require having selected a user type to associate it with a password policy
• Agents: for agents not based on "Manual account creation", you must select the user types that can be synchronised.

Standard attributes

• Short name: internal code used to identify the user type.
• Description: brief description of the user type.
• Managed: (yes|no) if not managed, users belonging to this category will not be propagated to final systems.  You must use it when you are developing a PoC.

Actions

User type table

User type detail

Group types

Description

Companies are organized in different business units, departments or workgroups. In Soffid, they all are named as groups. These group can be categorized by a group type.

Group types can be used in the definition of Holder Groups. Some roles can be assigned to a user only through a group enabled for it. When a user no longer belongs to a group, it is not allow assign that role to the user.

A user always belongs to a user type, but groups do not necessarily have to belong a group type.

Screen overview

Related objects

1. Groups: the group type is an attribute of groups.
2. Users: users belong to a group or secondary group.
3. Metadata: to add atrributes for the holder group relation in the com.soffid.iam.iga.api.UserGroup object.

Standard attributes

• Name: name (or code) of the organizational unit.
• Description: description of the organizational unit.
• Role holder: (yes|no), when this attribute is active (yes), all the groups of this type of organizational unit could be assigned to a user as a domain of a role.

Actions

Group type table

Group type detail

About role holder (and holder group)

In some organizations is necessary to assign roles that affect only a part of the structure, for instance, a department, a division or a country. A Holder Group can be defined as a collection of entities (referred to as "holders") that share similar characteristics, roles, permissions, or access requirements. The concept of a Holder Group simplifies the management of identities by enabling administrators to apply policies, assign roles, and manage permissions at the group level rather than individually.

The role holder is the role that requires to be assigned to a group, and the holder group is the group that can be assigned role permission.

To configure correctly this functionality you have to apply the next steps:

1. Create at least one organizational unit (Group Type) with the role holder attribute active (yes).
2. Assign groups to the organizational unit (with the attribute type of the group).
3. Also, you can include new custom attributes to this membership relation, go to Metadata page and select the GroupUser to add these attributes.
4. In the soffid parameters page, create a new parameter named soffid.entitlement.group.holder. It can have one of these three values:
   1. Set to optional enables the operator to set a group as the group holder for any entitlement assignment.
   2. Set to always to enforce that any entitlement assignment must be bound to a holder group.
   3. Set to none to disable this feature

Now you can start to apply this configuration to the users:

• In the Users page, select a user.
• In the Groups tab, add a new group.
• In the Roles tab, add a new role and select the holder group in the optional scope.
• If the holder group column is hidden, you can add with the option Add or remove columns.

Metadata

Description

The Metadata functionality allows expanding the Soffid objects, their attributes, and their data types. Also, it allows expanding custom objects.

By default, there is a list of built-in objects, but it is possible to create new custom objects and add new custom attributes to each of them.

It is usual to add custom attributes in the User built-in object to hold additional information.

Each attribute has a data type, it may be a basic type as a String (simple text), integer value, date, or something more complex as a reference to a custom object, or a popup to select a manager. In this way, one can build relationships between objects.

Built-in objects

The built-in objects are the objects that are part of the Soffid core. It can not be removed, but more custom attributes can be added.

The following objects are Soffid well-known objects that can be customized by means of this screen. All of them are tagged as Built-in objects.

• Account
  
• Group
  
• Host
  
• InformationSystem
  
• MailList
  
• ProcessInstance
  
• Role
  
• RoleAccount
  
• User
  
• UserGroup

Custom objects

The custom objects are the objects created by the administrator to extend the Soffid underlying data model. All of them are marked as  Built-in type No.

Each custom object type created by the administrator is displayed at the custom objects menu options.

Screen overview

Related objects

• Account : account object
• Group : group object
• Host : host object
• InformationSystem : informationSystem object
• MailList: mailList object
• ProcessInstance : workflows:

  • My tasks : pending workflows where the user has to perform an action in order to continue their workflow.

  • My requests : the workflows that the user can initiate are listed here.
    

  • My requests > Query request status : to search for all processes started by oneself.
    

  • Process Search : to search for all processes.

• Role : role object
• RoleAccount : this is the grant, the relation between user and role
• User : user object
• UserGroup : seconday group relation in user page

Standard attributes

Table attributes

• Name: name of the custom object. This field is mandatory.
• Description: a brief description of the custom object. This field is mandatory.
• Built-in type: yes when is a native object, no when it is a created custom object
• Write access: allows you to select the proper roles with permissions to write. This field is only displayed when the Public object value is No
• Read access: allows you to select the proper roles with permissions to read. This field is only displayed when the Public object value is No
• Public object: if you select the Yes option, the object will be visible to all the users with the proper permissions. If you select the No option, you must indicate what roles can Read and what roles can Write this object.
• Use textual index: allows you to check the Yes option if you want to use the Textual index for searching data in this object.

Object attributes

• Object type: code/name to identify a built-in type or a custom object.
• Description: a brief description of the object.
• Use textual index: allows you to select the Yes option if you want to use the Textual index for searching data in this object.
• Public object: only for custom objects. If you select the Yes option, the object will be visible to all the users with the proper permissions (role with authorization). If you select the No option, you must indicate what roles can Read and what roles can Write this object.

For more information, you can visit the Textual index page.

Attribute attributes

• Code: short name used by scripts and connectors to access the underlying information. It is suggested to use short names without blanks or special characters to make it easier to use.
• Label: text displayed just beside the attribute value. It is advised to use short descriptions in order to keep the screen cleaner.

In Soffid 4, labels are now multilanguage. Once you have saved a new attribute, you can modify it by clicking on the language icon.

• Data type: The attributes can have different data types
  • Basics
    • • String: a text
      • Number: a number
      • Password: a text that will be stored encrypted in the database. This field will never be displayed to the end user.
      • Binary: raw information, probably images or documents.
      • Boolean: true/fasle, it is displayed as a switch button
      • Photo: an image that is displayed as a small image.
      • Date: a date with a calendar popup.
      • Date and time: a date and time with a calendar popup.
      • E-mail: a text with email format. the mail domain must exist in Soffid to be saved.
      • HTML: rich text.
      • Separator: a separator is a label to group attributes according to some criteria
      • SSO HTML input: used primarily for the web SSO engine includes an input field and a value.
      • Attachment: files starored as files
  • Soffid objects
    • • Account
      • User
      • Group
      • Group type
      • Role
      • Information System
      • Host
      • Network
        
      • User Type
        
      • Mail domain
      • Mail list
      • Operating system
      • Printer
      • Target system (agent)
  • Custom objects: any other custom object created by the administrator.
• Letter case: different options for modifying the text once it has been entered
  • Keep as entered by the user
  • Upper case letters
  • Lower case letters
• User hint: Text used to indicate to the user how the text should be entered.

• Description: text field to write a brief description of the attribute. In Soffid 

In Soffid 4, you can now see it in the attribute by hovering over the round information icon.

• Required: enabling this box will enforce the user to enter a value for this attribute at any object. Set no to allow objects without value. If you try to save without a value, an error message is displayed.

• Include in quick search: the system will find any object that contains all the words included in the text search at any of the most relevant attributes. For instance, a quick search of "John Joe" will find users named "Joe Johnson" or "Johnathan Joel" as the first and last marked to be included in the quick search. If you enable the quick search for any new attribute, the same query will find a user named "Joe Williams" whose new attribute value is "John".
• Prevent duplicated values: mark this field as a unique key for the object type. There is no chance of two objects with the same attribute value. Soffid smart engine will avoid the creation of duplicated objects.
• Multiple values: some attributes can contain multiple values for the same object. For instance, an attribute containing the languages a user can speak can be multi-valued, as a user can speak multiple languages.
• Maximum number of rows to display: when an attribute is multivalued, the screen size can grow a lot. To prevent such a big form, the system will only display a maximum number of values, and a scroll bar will appear to browse through the attribute values.
• Size: primarily for string attributes, specify the maximum length in characters of the attribute value.
• Values: primarily, for attributes of data type String, you can specify the allowed values for the attribute. Then, the text box to the data type String is replaced by a drop-down list. Also, you can define a "code:label" for the value, the "code" is used internally and the "label" is displayed in the drop-down list, e.g. "ESP:Spain".
• Administrator visibility: sets the maximum visibility level for administrators. If the visibility level is set to read-only, the administrator will not be allowed to modify it. If the visibility is set to hidden, the administrator will not be able to query it. A user is considered as administrator when has the role SOFFID_ADMIN.

  This field is only used in the user object built-in attributes.

• Operator visibility: sets the maximum visibility level for operators. If the visibility level is set to read-only, the operator will not be allowed to modify it. If the visibility is set to hidden, the operator will not be able to query it. A user is considered as an operator when has permission to open the users management page but lacks the role SOFFID_ADMIN.

  This field is only used in the user object built-in attributes.

• User visibility: sets the maximum visibility level for end-users. If the visibility level is set to read-only, the user will not be allowed to modify it. If the visibility is set to hidden, the user will not be able to query it. Mind that even an administrator is considered to be a user rather than an administrator or operator when accessing their own identity.

  This field is only used in the user object built-in attributes.

• Visibility expression: write an optional BeanShell expression to check if the field should be displayed or not. The expression should return true or false. The following variables are exposed to the expression:

  • ownerObject: current object owning the attribute.

  • value: current attribute value.

  • requestContext: tip about the screen using the attribute.

  • inputField: the ZK input object (ZK Framework). 

  • inputFields: a map to get access to any other ZK input object (ZK Framework).

  • serviceLocator: locator to use any Soffid engine microservice.

// Sample to enable company name attribute only when the user is of type E (external)
return "E".equals(object{"userType"});

• Validation expression: write an optional BeanShell expression to check if the field value is acceptable or not. The expression should return true if the value is acceptable. If the expression returns false or any other object, a warning message will be displayed. When the expression returns a string value, the return value will be considered the warning message to present to the end-user.  

  The following variables are exposed to the expression:

  • ownerObject: current object owning the attribute
  • value: current value to evaluate.
  • requestContext: tip about the screen using the attribute
  • inputField: the ZK input object (ZK Framework).
  • inputFields: a map to get access to any other ZK input object (ZK Framework).
  • serviceLocator: locator to use any Soffid engine microservice.

  
  

// Sample for checking birthDate is greater than 18 years old
c = java.util.Calendar.getInstance();
c.add(-18, c.YEAR);
if (birthDate == null || birthDate.before(c.getTime()) return true;
else return "Birth date should be before "+ new java.text.SimpleDateFormat().format(c.getTime());

• onLoad trigger:  write an optional BeanShell expression that will be executed just after preparing the user interface. The script can modify in any way the inputField object before it is displayed, but cannot modify other input fields.

  The following variables are exposed to the expression:

  • ownerObject: current object owning the attribute
  • value: current value to evaluate.
  • requestContext: tip about the screen using the attribute
  • inputField: the ZK input object (ZK Framework).
  • inputFields: a map to get access to any other ZK input object (ZK Framework).
  • serviceLocator: locator to use any Soffid engine microservice.

// Sample to set contract number attribute to read only if the attribute company is empty
// Place as an on-load trigger in the contract number field
if (ownerObject.attributes.get("company") == null || ownerObject.attributes.get("company").trim().isEmpty())
  inputField.setReadonly(true);
else
  inputField.setReadonly(false);

• onChange trigger: write an optional BeanShell expression that will be executed just after the user has changed the object value. The script can modify in any way the inputField object or any other input fields.

  The following variables are exposed to the expression:

  • ownerObject: current object owning the attribute.
  • value: current value to evaluate.
  • requestContext: tip about the screen using the attribute.
  • inputField: the ZK input object (ZK Framework).
  • inputFields: a map to get access to any other ZK input object (ZK Framework).
  • serviceLocator: locator to use any Soffid engine microservice.

// Sample trigger to set contract number attribute to read only when the company attribute gets empty
// Place as an on-change trigger in the contract field
contractField = inputFields.get("contractNumber");
if (value == null || value.trim().isEmpty())
  contractField.setReadonly(true);
else
  contractField.setReadonly(false);
contractField.invalidate(); // Redraw contract number field

......
inputFields.get("contractNumber").getValue();

• You can add a SCIM expression: exclusive for Soffid objects (users, groups, roles...). Write an optional SCIM query using the SCIM standard to filter valid results for a specific field.

You can access to SCIM Chapter for more information

Actions

Table actions

Metadata detail

Metadata attributes detail

Network intelligence

Description

Two extended Soffid features are activated on this page.

Network intelliegence

On the one hand, we have Network intelligence, which enables the possibility of validating that accounts and passwords have not been compromised in the end systems with which Soffid is integrated.

Once this feature is activated, you will be able to use two new functionalities: on the one hand, more detailed geolocation information about the IP address used to access Soffid, and on the other hand, external validation of your account and password to confirm that this data has not been compromised in any previously published security breach.

To activate password validation, you must enable it in the password policies.

• Check breached password

Four new issues will also appear that can be configured:

• breached-account-password
  
• breached-email
  
• breached-password
  
• expired-breached-password

A new process has been created to plan for the validation of email domains.

• Network intelligence verify domains

And algo

AI in Soffid

On the other hand, we have the Chat-bot, which enables our AI to be consulted both on its specific screen and in all components that allow scripts to be written.

Once this feature is activated, you will be able to access the chat box page to consult information about Soffid. You will also be able to use the AI assistant that appears in all script-type fields.

The token used can be obtained by you yourself by accessing the Gemini page for this purpose, see the Request a token for the AI point.

Screen overview

Related objects

• Network intelligence
  • Password policies : to enable the validation accounts
  • Issue policies : for the new issues type
  • Scheduled tasks : a new process can be scheduled to check the current accounts and systems
  • Users : when changing a password.
  • Accounts : when changing a password.
• Chat-bot
  • Soffid chat-bot :  to chat with our AI.
  • Custom scripts : to use the AI.
  • All pages with script can use the AI to help you with the scripting:
    
    • Agents : properties, mappings and triggers.
    • Account naming rules : Create account condition and script.
    • Role assignment rules : Expression.
    • Password policies : Password validation script.
    • PAM policies : Expression.
    • BPM editor :  Scritps.
    • Attribute definition : Value.
    • Metadata : attribute value scripts

Standard attributes

• Network Intelligence License
  
  • Token : token that enables this functionality. This token is provided by Soffid if your licence includes it.
    
• Gemini token
  
  • Token : token that enables this functionality. You can generate this token yourself; we will explain how to do so later on.
    

Actions

Others

Token not allowed

The token for network intelligence is only saved if it is valid.

Access without a token

When attempting to use this feature without having previously enabled it, the console displays the error: No token configured. Please configure it on the network intelligence page.

Request a token for the AI

To use our AI functionality, you must request a token from the Gemini service. Here's how to do it.

Go to the next page: https://ai.google.dev/gemini-api/docs/api-key

Go to "Google AI Studio".

Login with a Google account.

Select "Get API key".

"Accept".

Click on "Create API key" button.

Wait a few seconds.

You finally have your key to be used on Soffid.

User backup configure & restore (backup addon)

Description

On the User backup configure & restore page, you could search, check and restore the user's snapshots.

Also on this screen, you can also configure the frequency and number of backups to be performed.

Screen overview

Related objects

• Users: new Backups tab in the Users page, user object has backups
• Groups: user assignments to groups have backup
• Accounts: user's accounts have backup
• Roles: user's roles (grants) have backup
• Mail lists: user's mail lists have backup

Standard attributes

• User Name: userName of a user
• Valid since: date and time when this backup started
• Valid until: if it is not the last backup, date and time when this backup finished
• Download: XML file with the user snapshot info.

Actions

Table actions

Configure backup button

With the "Configure backup" button, you can configure the frequency and number of backups. These are the available parameters:

• Minimum delay between backups: if the value is 1, when a backup is created, the system will not create a new backup until 1 day later, even if there has been more than one change during that period.
• Number of backups to keep alive: if the value is 10, when 10 backups are reached, the oldest backup will be deleted when the next one is created.
• Enable entitlements history: enable the history of roles assigned to users.

Others

Backup tab on user's page

On the users screen, when you select a user, this addon enables the Backups tab.

This tab displays the user's backups.

There are also several buttons with the rest of the items that can have backup.

These are the buttons:

• Groups History: user assignments to groups have backup 
• Accounts History: user's accounts have backup 
  
• Roles History: user's roles (grants) have backup 
  
• Mail lists History: user's mail lists have backup 

In any of the four options, when selecting an old record, the ‘Restore’ button will appear and this object can be restored to the user.

Export settings and objects (admin addon)

Description

Soffid has the functionality that allows you to export configuration, Soffid objects, and objects from target systems in a ZIP file.

Every object or configuration will be downloaded into the ZIP in a binary file. This ZIP file could be imported into another Soffid tenant to be used.

For more information, you can visit the Import settings and objects page.

Once you open the Export settings and objects, you must select the configuration, objects, and target system objects you want to export. Then you only need to click the Generate export file button to download the ZIP that will contain all the previous information selected.

It is not allowed to export the basic configuration and configuration parameters of an agent for security reasons. You must create them manually and make sure you put the same names as in the source system if you are going to import accounts.

Screen overview

Related objects

Configuration

• Metadata
• Plugins
• Business process definition
• Custom scripts
• User types
• Group types
• Account naming rules
• Password policies
• Mail domains
• Authorizations

Objects

• Users
• Information systems
• Groups
• Hosts
• Networks
• Mail lists
• Role assignment rules
• Segregation of duties
• Application access tree
• Custom objects : the custom objects created on the Metadata page

Web SSO settings

• Attributes
• Policies

Target system objects

• Systems
• Accounts
• Roles
• Granted permissions
• Attribute mappings
  

Actions

Others

Exporting and importing

You can export all the components you are using in your Soffid implementation, so you can use them as a backup in case something happens, or to generate a new test environment.

Once the zip file has been generated, you can import it on the Import settings and objects page, but do not worry about the exported objects. On the import screen itself, once the zip file has been uploaded, the screen will allow you to choose the objects you want to update in your Soffid instance.

Import settings and objects (admin addon)

Description

Soffid has the functionality that allows you to import configuration, Soffid objects, and objects from target systems from a  ZIP file.

This ZIP file must be generated by the export action from another Soffid tenant.

For more information, you can visit the Export settings and objects page.

Once you pick the file to import, Soffid will display all the objects and configurations that you can load. You must select the proper objects and settings to import or enable the Load everything option. And finally, you must click the Proceed buttons to launch the import process. Once the process is finished, Soffid will display the result and allows you to download the log file.

It is not allowed to import the basic configuration and configuration parameters of an agent for security reasons. You must create them manually and make sure you put the same names as in the source system if you are going to import accounts.

Screen overview

Related objects

Configuration

• Metadata
• Plugins
• Business process definition
• Custom scripts
• User types
• Group types
• Account naming rules
• Password policies
• Mail domains
• Authorizations

Objects

• Users
• Information systems
• Groups
• Hosts
• Networks
• Mail lists
• Role assignment rules
• Segregation of duties
• Application access tree
• Custom objects : the custom objects created on the Metadata page

Web SSO settings

• Attributes
• Policies

Target system objects

• Systems
• Accounts
• Roles
• Granted permissions
• Attribute mappings
  

Actions

Pick up page

Configuration page

Results page