Synchronize Data Between IDM and DocuSign

Start IDM with the configuration for the DocuSign sample:

/path/to/openidm/startup.sh -p samples/sync-with-docusign

Configure the DocuSign connector.

You can configure the connector in two ways:

Follow one of the procedures in "Install and Configure the DocuSign Connector" to configure the connector.

Test the connection to DocuSign by running the following command:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request POST \
"http://localhost:8080/openidm/system?_action=test"
 [
  {
    "name": "docusign",
    "enabled": true,
    "config": "config/provisioner.openicf/docusign",
    "connectorRef": {
      "bundleVersion": "1.5.20.11",
      "bundleName": "org.forgerock.openicf.connectors.docusign-connector",
      "connectorName": "org.forgerock.openicf.connectors.docusign.DocuSignConnector"
    },
    "displayName": "DocuSign Connector",
    "objectTypes": [
      "userSignature",
      "signingGroup",
      "__ALL__",
      "account",
      "contact"
    ],
    "ok": true
  }
]

A status of "ok": true indicates that the connector can connect to DocuSign.

If you configure the connector through the Admin UI, the connection is tested as soon as you select Save.

Reconcile your existing DocuSign users with the IDM managed user repository by running the following command:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request POST \
"http://localhost:8080/openidm/recon?_action=recon&mapping=systemDocusignAccount_managedUser&waitForCompletion=true"
{
  "_id": "7dac3ea9-c6be-4ff9-ae46-d8a0431949b3-7745",
  "state": "SUCCESS"
}

Alternatively, in the Admin UI, select Configure > Mappings, and select Reconcile on the systemDocusignAccount_managedUser mapping.

In the Admin UI, select Manage > User and verify that your DocuSign users have been created as IDM managed users.

Edit one of the newly created managed users in IDM.

The easiest way to do this is to select Manage > User, select a user to edit, and change one of the user properties.

Reconcile the users in the managed user repository with your DocuSign users by running the following command:

curl \
--header "X-OpenIDM-Username: openidm-admin" \
--header "X-OpenIDM-Password: openidm-admin" \
--header "Accept-API-Version: resource=1.0" \
--request POST \
"http://localhost:8080/openidm/recon?_action=recon&mapping=managedUser_systemDocusignAccount&waitForCompletion=true"
{
  "_id": "1f148024-45b9-4dc1-9c3f-29976e02db00-8700",
  "state": "SUCCESS"
}

Alternatively, in the Admin UI, select Configure > Mappings, and select Reconcile on the managedUser_systemDocusignAccount mapping.

Verify that the contact was updated correctly in DocuSign.