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Complete a test sync of identities

Running a test sync with your directory source is recommended if:

  • You are installing Permission Assist for the first time and are still in the process of setting up your configuration rules
  • You want to add or change your rules and settings, but don't know how those changes will affect your existing list of Identities

Run a test sync

To run a test sync, complete the following steps:

  1. From the Directory Sources list (go to System Configuration > Directory Sources), select the directory source you want to sync.

  2. Select the Synchronize Directory button in the upper right corner of the page and select Update Now. The "Is This A Test" box appears.

  3. Select the "I'm verifying settings; do NOT merge..." option.

  4. Select the Update button.

  5. Review the Principals and Groups tabs to see how the settings and rules will affect the Identities list. The test sync results are displayed in the Principals and Groups tabs. Continue to review the Principals tab and run test syncs until you're ready to officially pull in Identities using the new rules and settings.