1. Open Designer.

2. In the toolbar, click Help > Check for Package Updates.

3. Click OK to update the packages

   or

   Click OK if the packages are up-to-date.

4. In the Outline view, right-click the Package Catalog.

5. Click Import Package.

   

6. Select any Salesforce driver packages

   or

   Click Select All to import all of the packages displayed.

   By default, only the base packages are displayed. Deselect Show Base Packages Only to display all packages.

7. Click OK to import the selected packages, then click OK in the successfully imported packages message.

8. After the current packages are imported, continue with Section 3.1.2, Installing the Driver Packages.

1. In Designer, open your project.

2. From the Palette, drag-and-drop the Salesforce.com driver to the desired driver set in the Modeler.

   The Salesforce.com driver is under the Enterprise category in the Palette.

3. Select Salesforce Base, then click Next.

4. Select the optional features to install for the Salesforce.com driver. The options are:

   Salesforce Password Synchronization: This package contains the policies that allow the Salesforce.com driver to synchronize password to the Identity Vault. By default, it is not selected. For more information, see the Identity Manager 4.0 Password Management Guide.

5. Click Next.

6. (Conditional) If there are package dependencies for the packages you selected to install, you must install them to install the selected package. Click OK to install the package dependencies listed.

   

7. On the Install Salesforce Base page, specify a name for the driver that is unique within the driver set, then click Next.

8. On the new Install Salesforce.com Base page, fill in the following fields:

   Salesforce.com Login URL: Specify the login URL of Salesforce.com.

   Salesforce.com Login ID: Specify the e-mail address used to login to Salesforce.com.

   Salesforce.com Login Password: Specify the authentication password to login to Salesforce.com.

   Salesforce.com Security Token: Specify the security token for login account at Salesforce.com.

9. Click Next.

10. Fill in the following fields for Remote Loader information:

    Connect To Remote Loader: Select Yes or No to determine if the driver will use the Remote Loader. For more information, see the Identity Manager 4.0 Remote Loader Guide.

    If you select No, skip to Step 11. If you select Yes, use the following information to complete the configuration of the Remote Loader:

    Host Name: Specify the IP address or DNS name of the server where the Remote Loader is installed and running.

    Port: Specify the port number for this driver. Each driver connects to the Remote Loader on a separate port. The default value is 8090.

    Remote Loader Password: Specify a password to control access to the Remote Loader. It must be the same password that is specified as the Remote Loader password on the Remote Loader.

    Driver Password: Specify a password for the driver to authenticate to the Metadirectory server. It must be the same password that is specified as the Driver Object Password on the Remote Loader.

11. Click Next.

12. Review the summary of tasks that will be completed to create the driver, then click Finish.

13. After you have installed the driver, you can change the configuration for your environment. Proceed to Section 3.1.3, Configuring the Driver.

    or

    If you do not need to configure the driver, continue with Section 3.1.4, Deploying the Driver.

If you do not have the Driver Properties page displayed in Designer:

1. Open your project.

2. In the Modeler, right-click the driver icon or the driver line, then select Properties.

3. Make any desired changes, then click OK to save the changes.

4. After the driver is create in Designer, it must be deployed to the Identity Vault. Proceeed to Section 3.1.4, Deploying the Driver to deploy the driver.

1. In Designer, open your project.

2. In the Modeler, right-click the driver icon or the driver line, then select Live > Deploy.

3. If you are authenticated to the Identity Vault, skip to Step 5; otherwise, specify the following information:

   • Host: Specify the IP address or DNS name of the server hosting the Identity Vault.

   • Username: Specify the DN of the user object used to authenticate to the Identity Vault.

   • Password: Specify the user’s password.

4. Click OK.

5. Read through the deployment summary, then click Deploy.

6. Read the successful message, then click OK.

7. Click Define Security Equivalence to assign rights to the driver.

   The driver requires rights to objects within the Identity Vault. The Admin user object is most often used to supply these rights. However, you might want to create a DriversUser (for example) and assign security equivalence to that user. Whatever rights that the driver needs to have on the server, the DriversUser object must have the same security rights.

   1. Click Add, then browse to and select the object with the correct rights.

   2. Click OK twice.

8. Click Exclude Administrative Roles to exclude users that should not be synchronized.

   You should exclude any administrative User objects (for example, Admin and DriversUser) from synchronization.

   1. Click Add, then browse to and select the user object you want to exclude.

   2. Click OK.

   3. Repeat Step 8.a and Step 8.b for each object you want to exclude.

   4. Click OK.

9. Click OK.

1. In Designer, open your project.

2. In the Modeler, right-click the driver icon or the driver line, then select Live > Start Driver.

   The driver cannot initialize completely unless it successfully connects to the .NET Remote Loader and loads the Salesforce.com driver shim.