Process overview for the Card Synchronization plugin - Card Synchronization 3.0

Card Synchronization Plugin Guide 3.0

series
Card Synchronization 3.0
revised_modified
2018-08-29

Creating entities in Security Center using cardholder information from an external system consists of a sequence steps.

Step Description Where to find more information
Learn about the release
1 Read the release notes. Learn about any known issues, limitations, supported software, and other information about this release of the plugin.
Install the plugin
2 Make sure your Security Center license has a valid certificate for the Card Synchronization plugin.

Your Security Center license must also include a sufficient number of parts to support the desired number of data sources you can add.

From the Config Tool home page, click About > Certificates to confirm that Card Synchronization is on the list.

  • The license number is included in the product-release email sent by Genetec Inc. This email also includes links to the plugin download package and other license information.
  • If you need to acquire a new license, see License options for the Card Synchronization plugin.
3 Make sure the server on which the plugin will be installed meets the recommended system requirements and is running a compatible version of Security Center.
4 On the Security Center server, download the plugin and install it.
Configure your data sources
5 Make sure that the data sources from which you want to import entities follow the Card Synchronization schema.
Configure Security Center
6 If you have custom fields to import from your data sources, create corresponding custom fields in Security Center.
7 If the credentials in your data sources use custom card formats, create corresponding custom card formats in Security Center.
8 Back up the Directory database, so that you can restore the database if you accidentally merge or duplicate entities during import.
Configure the plugin
9 In Config Tool, create the Card Synchronization plugin role.
10 Configure the synchronization settings.
IMPORTANT: Set the option Manual synchronization only to ON, so that you do not accidentally import from data sources before you are finished initial configuration.
11 Add data sources to the plugin.
12 Configure global keys for the data sources you added, so that when you synchronize Security Center with the data sources, no duplicate entities are created, and relationships can be resolved.
13 Change the priority level of the data sources. When multiple data sources contain the same entity, the values of the merged entity are taken from the highest data source on the list.
14 Synchronize Security Center with the data sources you added.