6.1 Checklist for Collecting, Publishing, and Managing Data

Checklist Items

  1. Ensure that you understand your data sources and Identity Governance concepts and processes. In addition, we recommend that you create an integration account.

  1. Identify external data sources from which data must be imported into the Identity Governance catalog and determine which entity data you want to retrieve.

  1. Compile information needed to collect data from each source such as server DNS name or IP address, server connection ports, administrative account user name and password, and the type of data you want to collect.

    NOTE:You can use the default collector templates as a guide for the type of information you need to gather.

  1. Select data sources and appropriate collector templates.

  1. (Optional) If the Identity Governance default templates do not meet your needs, download and customize collector templates.

    For more information, see Section 4.5, Customizing the Collector Templates for Data Sources.

 

  1. (Optional) If the Identity Governance schema does not meet your needs, create custom attributes as needed to map entities.

    For more information, see Section 4.8.1, Adding or Editing Attributes to Extend the Schema.

  1. Configure collector options for your data source.

    For more information, see Section 7.0, Collecting Identities and Section 8.0, Collecting Applications and Application Data.

  1. (Conditional) If your data is not in the correct format, configure transformation scripts.

    For more information, see Section 6.8.2, Transforming Data During Collection.

  1. Test the data collection and preview the raw or transformed data.

    For more information, see Section 6.8.3, Testing Collections.

  1. Collect data.

  1. Publish data.

    For more information, see Section 9.0, Publishing the Collected Data.

  1. (Optional) Schedule collection and publication.

    For more information, see Section 10.0, Creating and Monitoring Scheduled Collections.

  1. Create and run data policies to compare collection metrics, validate data, and detect anomalies.

    For more information, see Section 11.3, Creating and Editing Data Policies and Section 11.6, Comparing Collections and Publications.

  1. Run remediation to resolve anomalies.

    For more information, see Section 11.7, Detecting and Remediating Violations in Published Data.

  1. (Optional) Run Insight Queries to examine your data.

    For more information, see Section 12.5, Analyzing Data with Insight Queries.

  1. (Optional) Edit (curate) data manually and in bulk.

    For more information, see Section 12.3, Editing Attribute Values of Objects in the Catalog.

  1. (Optional) Create custom metrics for data analysis.

    For more information, see Section 30.4, Creating Custom Metrics.

  1. Plan and execute data maintenance activities such as archive and cleanup. For more information, seeSection 6.10, Understanding Data Cleanup and Archiving .