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MCHR HR as Identity Source

IDaaS supports enterprises importing user and organizational data from multiple identity sources into the IDaaS platform. This guide explains how to configure the MCHR HR system as an identity source in IDaaS to synchronize organizational and user data.

Prerequisites

  • Administrator permissions for the MCHR HR system open platform.
  • Administrator permissions for the IDaaS Enterprise Center.

Configuration Flow

Flow Chart

Procedure

Create an Application in MCHR HR Open Platform

  1. In the MCHR HR open platform, create an enterprise application. For details, refer to the platform documentation.
  2. Obtain the appKey, appSecret, and other related parameters of the self-built application.
  3. Grant users access to the newly created application.

Configure the MCHR HR Identity Source in IDaaS

  1. Log in to the IDaaS Enterprise Center, choose Users > Identity Source Management from the top navigation bar, click Add Identity Source, and select MCHR HR.

    Steps

  2. Customize the identity source name, fill in the appKey, appSecret, base address, and other parameters as prompted, then click OK to save.

  3. Enter the detail page of the newly created identity source to view or update the Basic Configuration, including connection parameters and synchronization mechanism.

    Steps

  4. Switch to the Advanced Configuration tab. It is recommended to keep the default values or adjust them according to actual requirements.

    Steps

    ParameterDescription
    Select Root OrganizationSelect an organization node in IDaaS as the root node for the synchronized MCHR HR organizations.
    Organization Matching PolicyBy default, IDaaS organization codes are associated with MCHR HR institution codes.
    Create OrganizationDefault is Yes.
    Update OrganizationDefault is Yes.
    Delete OrganizationBy default, organizations are retained (i.e., when an organization is deleted in MCHR HR, it is retained in IDaaS). You can also disable or delete organizations.
    User Matching PolicyBy default, IDaaS user mobile numbers and usernames are associated with MCHR HR user mobile numbers and usernames.
    Create UserDefault is Yes.
    Update UserDefault is Yes.
    Delete UserBy default, users are disabled (i.e., when a user is deleted in MCHR HR, the user is disabled in IDaaS). You can also retain or delete users.
    Safety Threshold AdjustmentSets the maximum threshold ratio for changes such as deleting users, deleting organizations, or changing organization hierarchy in the upstream identity source.
    Threshold = (Difference between platform-recovered data and this recovery / Recovered data) × 100%. If the upstream identity source disables or deletes data exceeding the threshold, the platform will not perform the disable or delete operation.
  5. After configuration, switch to the Object Model tab, select Mapping Definition, and configure mapping relationships between MCHR HR organization/user attributes and IDaaS organization/user attributes according to project requirements.

    The object model supports mapping attributes of users and organizations from the MCHR HR identity source to IDaaS user and organization attributes. After configuration, user and organization attributes are recovered from MCHR HR into IDaaS.

    Steps

    • Execution Mode: Sets when the attribute needs to be mapped.
      • Do Not Map: The attribute will not be synchronized to IDaaS.
      • Create: The attribute is synchronized only during creation.
      • Update: The attribute is synchronized only during update.
      • Create and Update: The attribute is synchronized during both creation and update.
    • Transformation Mode: Sets how the attribute is mapped.
      • Auto Transform: Synchronize the value as-is from the identity source.
      • Script Transform: Use this when the value from the identity source does not meet the required format. Refer to Script Mapping Methods.
  6. After the object model is configured, click Execute Synchronization to run the synchronization immediately.

    TIP

    If the synchronization mechanism in the basic configuration is set to scheduled synchronization, there is no need to manually execute the synchronization task here.

  7. After execution, switch to the Synchronization Events page to view all synchronization tasks for this identity source. Click Details under the Operation column to view the import results, or go to the Users > Users and Organizations page to view the imported data.

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