When importing entities that have corresponding entries in another data source or in
Security Center, you can configure the Synergis™ Card Synchronization
plugin to associate the entries and treat them as a single entity.
To associated these entries, you need to identify a unique field as a global
key.
Before you begin
Learn about
global keys to see how
you can avoid duplication when importing data.
Procedure
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From the Config Tool homepage, open the
Plugins task.
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In the Plugins task, select the Card Synchronization plugin role from the
entity browser, and click the Properties tab.
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In the Synchronization section, turn off
Automatic synchronization.
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In the Data sources section, select a data source and
click Edit data source ().
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On the What to sync page, do the following:
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Choose the types of entities to import:
- Cardholders
- Imports the cardholders from the external data source into Security Center.
- Cardholder groups
- Imports the cardholder groups from the external data source into Security Center.
IMPORTANT: This does not
put cardholders into their respective cardholder groups.
- Cardholder group memberships
- Synchronizes the relationship of cardholders and cardholder groups from the external
data source.
IMPORTANT: This option assigns imported cardholders to
cardholder groups. If this option is not selected, imported cardholders are not linked
to cardholder groups.
- Credentials
- Imports the credentials from the data source into Security Center.
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Select Resolve data source relationships using global
keys, and then click Next.
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In the Is global key column, select the fields that
contain unique data for each entity.
Fields identified as a global key are used to link imported entities with
existing Security Center entities. For example: if every cardholder in your
database has a unique employee ID, then map the employee ID to the
Unique ID and make it a global key.
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Click Next, and repeat step 6 for the other entity
types.
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Click Finish.
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On the Properties page, under
Synchronization, turn on Automatic
synchronization.
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Click Apply.
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If a synchronization does not automatically occur, click Synchronize
now.
Results
The plugin compares the contents of global key fields for each entity. Entities that
share the same data in a global key field are considered to be the same entity and are
merged.