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Identity Management Documentation

Updated: April 5, 2010

Applies To: Forefront Identity Manager 2010

FIM 2010 Documentation Summary

Start Here

 

Title Description

Documentation Roadmap

Guidance for how to use the Microsoft® Forefront® Identity Manager (FIM) 2010 2010 and Microsoft® Forefront Identity Manager Certificate Management (FIM CM) documentation.

FIM 2010 Technical Overview

This document is an overview of FIM and how it provides solutions in the identity technology problem space.

Release Notes

This document provides information about the latest changes to FIM and FIM CM.

Planning and Architecture

 

Title Description

Capacity Planning Guide

This guide describes how different hardware configuration options affect the performance of a server hosting FIM. The configuration options discussed are processors (quantity and speed), database location, memory, disks and network.

Preinstallation and Topology Configuration

This document provides recommendations for deploying the FIM components in various physical topologies, and setting up for high availability.

Technical Concepts

 

Title Description

Designing Business Policy Rules

This document explains how management policy rules (MPRs), resources and sets, workflows, and requests work together to define business policies that control entitlements of people, applications, or other services to critical resources.

Understanding Configuring and Customizing the FIM Portal

This document describes the elements and components of the FIM Portal, and how it can be configured and customized for your environment.

Understanding Custom Resource and Attributes

This document discusses the components and structure of the FIM schema: resource types, attributes, and bindings.

Understanding Data Synchronization with External Systems

The ability to manage distributed identity information from a central point is key component of the FIM architecture. This process is governed by a well-defined and customizable set of synchronization rules.

The objective of this document is to explain how you can use the FIM Synchronization Service to synchronize data with external systems.

Understanding Expected State Detection

With expected state detection (ESD), you can detect the custom states of objects in your managed external systems in FIM and configure a response to them.

The objective of this document is to give you an overview of ESD, to explain how ESD works, and to discuss advanced ESD solutions.

Getting Started

 

Title Description

Common Configuration for Getting Started Guides

This document describes the steps necessary for implementing a basic working synchronization scenario. It contains a set of common configurations that you need to perform as a prerequisite for many of the companion Getting Started guides.

Introduction to Configuring and Customizing the FIM Portal

This document provides step-by-step examples that demonstrate how to modify and customize the FIM Portal, including adding customized logos, modifying the SharePoint theme, and creating custom views.

Introduction to User and Group Management

This document provides step-by-step examples that demonstrate how to manage security and distribution groups in your environment.

Introduction to Security Group Management

This document demonstrates and highlights the filter builder feature in FIM that you can use to define criteria-based membership for a Security Group.

Introduction to Distribution Group Management

This document demonstrates and highlights the option to enable nonadministrators to manage Distribution Groups.

Introduction to Management Policy Rules

This document provides step-by-step examples that demonstrate how to design and implement management policy rules.

Introduction to Custom Resource and Attribute Management

This document provides step-by-step examples that demonstrate how to create, view, modify, and delete resources and attributes by using the FIM Portal.

Introduction to Inbound Synchronization

This document provides step-by-step examples that demonstrate how to fine-tune the object and attribute flow between FIM and the related connected data sources by configuring inbound synchronization rules.

Introduction to Outbound Synchronization

This document provides step-by-step examples that demonstrate how to fine-tune the object and attribute flow between FIM and the related connected data sources by configuring inbound synchronization rules.

Introduction to Request Management

This document demonstrates request and approval management using the FIM Portal and FIM Add-in for Outlook. It describes how to create workflow activities for notification and approvals, how to submit a request to join a group, and how to search for and approve such requests using both the FIM Portal and Outlook 2007 with the FIM Add-in for Outlook.

Introduction to Publishing To Active Directory from Two Authoritative Data Sources

This document demonstrates how to populate Active Directory® users from two authoritative data sources without developing a rules extension source code.

Deployment

 

Title Description

Migrating from ILM 2007 to FIM 2010

This document outlines the steps and processes involved in migrating your ILM 2007 environment to FIM 2010 R2 2010.

FIM 2010 Installation Guide

This document describes the prerequisites and steps necessary to install the FIM Service, the FIM Synchronization Service, the FIM Portal, and the FIM Add-in for Outlook.

FIM 2010 Post Installation Configuration Guide

This document provides configurations and procedures to be performed after a successful installation. Depending on your environment, some of these tasks may be optional.

Configuration Migration Deployment Guide

This document describes the steps for migrating configuration data from a test environment to the FIM Service and the FIM Synchronization Service.

Custom Resource and Attribute Management Deployment Guide

This document provides end-to-end steps for synchronizing custom resources and attributes to Active Directory.

Password Reset Deployment Guide

This document provides instructions to help you to configure the password reset and registration feature by using the FIM Portal.

How Do I Synchronize Users from Active Directory Domain Services to FIM

This guide walks you through the main building blocks that are involved in the process of populating FIM with user data from Active Directory® Domain Services (AD DS), describes how you can verify whether your scenario works as expected, provides suggestions for managing Active Directory users by using FIM, and lists additional sources for information.

How Do I Synchronize Groups from Active Directory Domain Services to FIM

This guide walks you through the main building blocks that are involved in the process of populating FIM with group data from AD DS, describes how you can verify whether your scenario works as expected, provides suggestions for managing Active Directory groups by using FIM, and lists additional sources for information.

How do I Provision Users to Active Directory Domain Services

This guide walks you through the main building blocks that are involved in the process of provisioning users from FIM to AD DS, describes how you can verify whether your scenario works as expected, provides suggestions for managing Active Directory users by using FIM, and lists additional sources for information.

How do I Provision Groups to Active Directory Domain Services

This guide walks you through the main building blocks that are involved in the process of provisioning groups from FIM to AD DS, describes how you can verify whether your scenario works as expected, provides suggestions for managing Active Directory groups by using FIM, and lists additional sources for information.

Operations

 

Title Description

Best Practices for FIM 2010

The document provides guidance and tips for deploying, maintaining, and troubleshooting FIM.

FIM 2010 Backup and Restore Guide

This guide describes the steps for locating data in FIM server-side components, finding resources to perform the actual backup, and then restoring the data in a test environment.

Troubleshooting FIM 2010

This document provides guidance for diagnosing common issues with FIM.

FIM 2010 Management Pack Guide for Operations Manager 2007

This guide presents context and instructions for deploying the FIM 2010 Management Pack.

Technical Reference

 

Title Description

Management Agents in FIM 2010

This document lists the management agents that are provided by FIM and the supported versions of those connected directories.

Resource Control Display Configuration XML Reference

This document describes the XML configuration that is used by Resource Control Display Configurations (RCDCs) to customize the text, views, and controls in the FIM Portal.

Terminology and Glossary

This document is a lexicon of commonly used identity management terms, as well as terms that are specific to FIM and FIM CM.

Windows PowerShell Configuration Tools for FIM 2010

These documents describe the Windows PowerShell tools that you can use when you migrate configurations between your FIM test environment into production.

Common Tasks

This section contains suggested approaches to the FIM documentation.

If you are new to FIM 2010

If you are migrating from ILM 2007 to FIM 2010

For pre-installation design and planning

For user and group management

For data synchronization with external systems

For customizing your FIM 2010 environment

For operational maintenance on your FIM 2010 environment

Additional references

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