Configure User Preferences
You can set up preferences for managed users, such as those related to marketing and news updates. You can then use those preferences as a filter when reconciling users to a target repository.
In the default project, common marketing preference options are included for the managed user object. To find these preferences in the Admin UI, select Configure > Managed Objects and select the User managed object. Under the Preferences tab, you'll see keys and descriptions. You can also see these preferences in the managed.json file, illustrated here:
"preferences" : {
"title" : "Preferences",
"description" : "Preferences",
"viewable" : true,
"searchable" : false,
"userEditable" : true,
"type" : "object",
"usageDescription" : "",
"isPersonal" : false,
"properties" : {
"updates" : {
"description" : "Send me news and updates",
"type" : "boolean"
},
"marketing": {
"description" : "Send me special offers and services",
"type" : "boolean"
}
},
"order": [
"updates",
"marketing"
],
"required": []
},Reviewing Preferences as an End User
When regular users log in to the End User UI, they'll see the preferences described in "Configure User Preferences". When they accept the preferences, their managed user objects are updated with entries similar to the following:
"preferences" : {
"updates" : true,
"marketing" : true
},User Preferences and Reconciliation
You can configure user preferences as a filter for reconciliation. For example, if some of your users do not want marketing emails, you can filter those users out of any reconciliation operation.
To configure user preferences as a filter, log in to the Admin UI.
Select Configure > Mappings. Choose a mapping.
Under the Association tab, select Individual Record Validation.
Based on the options in the Valid Source drop-down list, you can select
Validate based on user preferences. Users who have selected a preference such asSend me special offerswill then be reconciled from the source to the target repository.Note
What IDM does during this reconciliation depends on the policy associated with the
UNQUALIFIEDsituation for avalidSource. The default action is to delete the target object (user). For more information, see "How Synchronization Situations Are Assessed".
Alternatively, edit the mapping file directly. The following excerpt of a mapping file includes preferences as conditions to define a validSource on an individual record validation. IDM applies these conditions at the next reconciliation.
"validSource" : {
"type" : "text/javascript",
"globals" : {
"preferences" : [
"updates",
"marketing"
]
},
"file" : "ui/preferenceCheck.js"
},
"validTarget" : {
"type" : "text/javascript",
"globals" : { },
"source" : ""
}