Add Additional System Connections

At some point in time, business conditions may require adding additional Directory and email systems to an existing eControl server installation. This is what is involved:

1. Plan the "Manage", "Create" and "Self-Service" features to assign and enable once the new Directory and email system is added.
2. Create the system connection for the new Directory and email system.
3. Request and activate a replacement license.
4. Modify existing and add new role and task collection assignments.
5. Add new create profiles.
6. Enable new self-service assignments.

Table of contents

• Plan the Work
  • "Manage" Planning Considerations
  • "Create" Planning Considerations
  • "Self-Service" Planning Considerations
• Create New System Connections
  • New eDirectory Tree
  • New GroupWise System, Domains or Post Offices
  • New Active Directory and Exchange System
• Re-license eControl
  • Request a Replacement License
  • Active the Replacement License
• Enable eControl Modules for the New System

Plan the Work

Adding a new Directory and email system into eControl requires considerable planning to ensure a smooth and successful transition.

"Manage" Planning Considerations

Here are some planning factors to consider for the Manage module:

• What changes need to be made to the super-administrator task collection assignments to include the new system?
• Will there be accounts from the new system that will be added to the super-administrator task collection group?
• What changes are required in system-wide task collection assigments (e.g. system help desk operators) to include the new system?
• Does the new Directory have any special data fields that need to be included in the manage identification forms? If so, what are the LDAP attribute names and characteristics for each of the new fields?
• What new task collections need to be created that might be specific to the new system?
• What new task collection assignments need to be created and configured to support the new system?

"Create" Planning Considerations

Here are some planning factors to consider for the Create module:

• Does the new Directory have any special data fields that need to be included in the create forms? If so, what are the LDAP attribute names and characteristics for each of the new fields?
• What changes are required in existing create profile assignments to include the new system?
• What new create profiles are required to support the new system?

"Self-Service" Planning Considerations

• Will the users in the new system:
  • be permitted to self-manage their account information?
  • be permitted to change their own passwords and which password change combinations will be allowed?
  • be permitted to use the "forgot password" feature and what questions need to be enabled in the admin-controlled question list?

Create New System Connections

To add new system connections, administrators must re-run the applicable "Riva" connection wizards.

New eDirectory Tree

Run the Riva eDirectory Connection Wizard.

New GroupWise System, Domains or Post Offices

If you add a new GroupWise Post Office or Domain to an existing environment, or you need to add a new GroupWise system, run the Create and Modify GroupWise Connections.

New Active Directory and Exchange System

Run the Active Directory Connection Wizard.

Re-license eControl

eControl administrators will not be able to manage the new system in the eControl Administration panel until the eControl replacement license has been properly activated.

Request a Replacement License

Run the Riva License Request Wizard to build a replacement license request .xml file. Contact the Omni Sales Team to order additional licenses and submit the replacement license request file.

Active the Replacement License

Once the replacement license file is received, follow the instructions to Activate the Replacement License.

Enable eControl Modules for the New System

• Manage module:
  • Modify super administrator task collections assignments to include the new system that was added.
  • Modify system-wide task collections assignments to include the new system.
  • Create and/or modify task collections to address unique concerns with the new system.
  • Create and/or modify manage identification forms to address unique concerns with the new system.
  • Create new eDirectory or Active Directory task collection assignments for the new system.
• Create module:
  • Modify and/or build new create forms to address unique concerns with the new system.
  • Modify existing create profile assignments to include the new system that was added where necessary.
  • Add new create profile assignments for the new system.
• Self-Service module:
  • Add new self-service assignments for the new system

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