Configure OpenText Directory Services for automatic user provisioning
This article describes the steps you need to perform in both OpenText Directory Services and Microsoft Entra ID to configure automatic user provisioning. When configured, Microsoft Entra ID automatically provisions and de-provisions users and groups to OpenText Directory Services using the Microsoft Entra provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.
Capabilities supported
- Create users in OpenText Directory Services
- Remove users in OpenText Directory Services when they don't require access anymore
- Keep user attributes synchronized between Microsoft Entra ID and OpenText Directory Services
- Provision groups and group memberships in OpenText Directory Services
- Single sign-on to OpenText Directory Services (recommended)
Prerequisites
The scenario outlined in this article assumes that you already have the following prerequisites:
- A Microsoft Entra user account with an active subscription. If you don't already have one, you can Create an account for free.
- One of the following roles:
- An OTDS installation accessible by Microsoft Entra ID.
Step 1: Plan your provisioning deployment
- Learn about how the provisioning service works.
- Determine who's in scope for provisioning.
- Determine what data to map between Microsoft Entra ID and OpenText Directory Services.
Step 2: Configure OpenText Directory Services to support provisioning with Microsoft Entra ID
Note
The below steps apply to an OpenText Directory Services installation. They don't apply for OpenText CoreShare or OpenText OT2 tenants.
Create a dedicated confidential OAuth client.
Set a long Access token lifetime.
don't specify any redirect URLs. They aren't required.
OTDS will generate and display the client secret. Save the client id and client secret in a secure location.
Create a partition for the users and groups to be synchronized from Microsoft Entra ID.
Grant administrative rights to the OAuth client you created on the partition you use for the Microsoft Entra users and groups being synchronized.
- Partition -> Actions -> Edit Administrators
A secret token must be retrieved and configured in Microsoft Entra ID. Any HTTP client application can be used for this. Below are steps to retrieve using the Swagger API application included in OTDS.
- In a web browser, go to {OTDS URL}/otdsws/oauth2
- Go to /token and select the lock icon at the top right. Enter the OAuth client ID and secret retrieved earlier as the username and password respectively. Select Authorize.
Select client_credentials for the grant_type and select Execute.
The access token in the response should be used in the Secret Token field in Microsoft Entra ID.
Step 3: Add OpenText Directory Services from the Microsoft Entra application gallery
Add OpenText Directory Services from the Microsoft Entra application gallery to start managing provisioning to OpenText Directory Services. If you have previously setup OpenText Directory Services for SSO, you can use the same application. However, we recommend that you create a separate app when testing out the integration initially. Learn more about adding an application from the gallery here.
Step 4: Define who is in scope for provisioning
The Microsoft Entra provisioning service allows you to scope who is provisioned based on assignment to the application, or based on attributes of the user or group. If you choose to scope who is provisioned to your app based on assignment, you can use the steps to assign users and groups to the application. If you choose to scope who is provisioned based solely on attributes of the user or group, you can use a scoping filter.
Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an attribute based scoping filter.
If you need extra roles, you can update the application manifest to add new roles.
Step 5: Configure automatic user provisioning to OpenText Directory Services
This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in TestApp based on user and/or group assignments in Microsoft Entra ID.
To configure automatic user provisioning for OpenText Directory Services in Microsoft Entra ID:
Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications
In the applications list, select OpenText Directory Services.
Select the Provisioning tab.
Set the Provisioning Mode to Automatic.
Under the Admin Credentials section, input your OpenText Directory Services Tenant URL
- Non-specific tenant URL : {OTDS URL}/scim/{partitionName}
- Specific tenant URL : {OTDS URL}/otdstenant/{tenantID}/scim/{partitionName}
Enter the Secret Token retrieved from Step 2. Select Test Connection to ensure Microsoft Entra ID can connect to OpenText Directory Services. If the connection fails, ensure your OpenText Directory Services account has Admin permissions and try again.
In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.
Select Save.
Under the Mappings section, select Synchronize Microsoft Entra users to OpenText Directory Services.
Review the user attributes that are synchronized from Microsoft Entra ID to OpenText Directory Services in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in OpenText Directory Services for update operations. If you choose to change the matching target attribute, you need to ensure that the OpenText Directory Services API supports filtering users based on that attribute. Select the Save button to commit any changes.
Attribute Type userName String active Boolean displayName String title String emails[type eq "work"].value String preferredLanguage String name.givenName String name.familyName String name.formatted String addresses[type eq "work"].formatted String addresses[type eq "work"].streetAddress String addresses[type eq "work"].locality String addresses[type eq "work"].region String addresses[type eq "work"].postalCode String addresses[type eq "work"].country String phoneNumbers[type eq "work"].value String phoneNumbers[type eq "mobile"].value String phoneNumbers[type eq "fax"].value String externalId String urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:employeeNumber String urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:department String urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:manager Reference Under the Mappings section, select Synchronize Microsoft Entra groups to OpenText Directory Services.
Review the group attributes that are synchronized from Microsoft Entra ID to OpenText Directory Services in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the groups in OpenText Directory Services for update operations. Select the Save button to commit any changes.
Attribute Type displayName String externalId String members Reference To configure scoping filters, refer to the following instructions provided in the Scoping filter article.
To enable the Microsoft Entra provisioning service for OpenText Directory Services, change the Provisioning Status to On in the Settings section.
Define the users and/or groups that you would like to provision to OpenText Directory Services by choosing the desired values in Scope in the Settings section.
When you're ready to provision, select Save.
This operation starts the initial synchronization cycle of all users and groups defined in Scope in the Settings section. The initial cycle takes longer to perform than subsequent cycles, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running.
Step 6: Monitor your deployment
Once you configure provisioning, use the following resources to monitor your deployment:
- Use the provisioning logs to determine which users are provisioned successfully or unsuccessfully
- Check the progress bar to see the status of the provisioning cycle and how close it's to completion
- If the provisioning configuration seems to be in an unhealthy state, the application goes into quarantine. Learn more about quarantine states the application provisioning quarantine status article.
Additional resources
- Managing user account provisioning for Enterprise Apps
- What is application access and single sign-on with Microsoft Entra ID?