Forgerock Identity Management Core Concepts

Chapter 1: Introducing IDM and Getting Started

Lesson 1: Introducing IDM and Exploring the FEC Solution

• Describe how IDM is used in the ForgeRock Identity Platform to deliver a CIAM solution
• Demonstrate each of the core concepts from an end user and administrator perspective

Lesson 2: Installing IDM

• Describe the basic IDM installation requirements for deploying IDM
• Install and start IDM for the first time and explore the default UIs
• Start IDM with the CSV sample configuration and run the sample
• Start IDM with the LDAP sample configuration and run the sample

Lesson 3: Deploying and Managing IDM as a Project

• Set up a new IDM project for development
• Configure IDM to run as a background process

Lesson 4: Performing Basic IDM Troubleshooting

• Examine the different log files in IDM
• Get additional help troubleshooting outside of IDM

Chapter 2: Enabling User Registration and Self-Service

Lesson 1: Configuring the Default User Registration Process

• Configure the outbound email service
• Enable email-based self-registration

Lesson 2: Configuring IDM User Self-Service

• Enable email-based password reset and username retrieval
• Expand the KBA options
• Add a custom field to the Self-Service UI registration page

Lesson 3: Delegating Administration Privileges

• Add a new internal role and set up privileges to delegate administration

Chapter 3: Adding Social Registration and Authentication

Lesson 1: Configuring Social Identity Providers

• Set up a social ID provider for Google and test social registration
• Set up a social ID provider for Facebook or others (optional)

Lesson 2: Integrating IDM with the ForgeRock Identity Platform

• Prepare the ForgeRock Identity Platform components
• Delegate all IDM authentication to AM

Chapter 4: Managing Synchronization and Reconciliation

Lesson 1: Using the REST Interface to Access IDM

• Query and manipulate IDM objects using the API Explorer and cURL

Lesson 2: Connecting to External Resources Using OpenICF

• Describe how to connect to external resources using OpenICF
• Add a connector to an external LDAP resource

Lesson 3: Performing Basic Synchronization

• Describe how to create sync mappings to flow identity objects and properties between IDM and one or more external resources
• Add a sync mapping from the IDM repository to the LDAP server
• Add a sync mapping from the LDAP server to the IDM repository

Lesson 4: Running Selective Synchronization and LiveSync

• Run selective synchronization using filters
• Identify methods of determining change events with LiveSync
• Schedule LiveSync with the LDAP directory

Lesson 5: Configuring Role-Based Provisioning

• Provision attributes to one or more external resources based on static role assignments
• Provision attributes to one or more external resources based on dynamic role assignments
• Add temporal constraints to a role

Chapter 5: Managing the IDM Privacy and Consent Options

Lesson 1: Managing User Preferences

• Configure synchronization filters with user preferences
• Extend the user preferences to include additional properties (optional)

Lesson 2: Configuring Privacy and Consent

• Configure privacy and consent on a sync mapping
• Configure privacy and consent during user registration

Lesson 3: Enabling Progressive Profiling and Adding Terms and Conditions

• Enable and configure progressive profiling
• Add terms and conditions to the registration process

Lesson 4: Enabling the Profile and Privacy Management Dashboard

• Describe the tabs available on the Profile and Privacy Management Dashboard
• Review the IDM Self-Service UI while integrated with AM to display additional options on the dashboard

Chapter 6: Managing Relationships Between Objects in IDM

Lesson 1: Managing Relationships in IDM

• Describe the basic relationship model in IDM and why you might use relationships
• Demonstrate the existing manager and reports relationship within the managed user object
• Create a dashboard to visualize relationships
• Examine the managed user, role, and assignment object relationships in IDM

Lesson 2: Modeling Relationships in IDM

• Describe how to model a new relationship based on business requirements
• Create a new relationship for a given relationship model in IDM

Lesson 3: Managing Devices and Things in IDM (Optional)

• Add a connector to import device identities
• Create a new device managed object
• Set up a relationship between device managed objects and user managed objects
• Create a sync mapping to provision devices to the IDM repository

Chapter 7: Getting Started with Workflow

Lesson 1: Deploying and Starting a Workflow

• Describe use cases for workflows
• Describe how workflows are implemented in IDM
• Enable the workflow service in IDM and examine a sample workflow

Lesson 2: Deploying and Creating a Workflow

• Describe the structure of workflow files
• Describe how to model workflows
• Describe how to use forms in workflows
• Examine, deploy, and start a workflow to let subscribers create Family and Friend accounts
• Create and deploy a simple workflow using Activiti Explorer