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Automations Overview


What is Automation?

Rule-based provisioning or Automation enables administrators to set up specific rules that automatically manage the assignment of users to various groups and roles. This is particularly useful in scenarios where user attributes and actions need to trigger specific provisioning workflows.

Here’s a breakdown of how our automation rules work:

  1. Rule Definition: Administrators define rules based on user attributes and events. These rules specify the conditions under which certain actions should be taken. For example, a rule might specify that any user with the department attribute set to "Sales" should be added to the "Sales Team" group.
  2. Trigger Configuration: Triggers can be set up to initiate the provisioning process. Triggers, for now, include the creation of a new user account, updates to an existing user’s attributes. For example, a rule might be triggered whenever a new user is created or whenever a user’s department attribute is updated.
  3. Provisioning Actions: Once the rule trigger conditions are met, the specified provisioning actions are automatically executed. These actions involve assigning the user to specific groups or roles. For example, if a user's department changes to "Engineering," they might be automatically added to the "Engineering" role and given access to resources in line with the role they are assigned.
  4. Automation and Efficiency: Rule-based provisioning automates the user management process, reducing the need for manual intervention. This ensures that users are quickly and consistently provided with the appropriate access and resources based on their role or other attributes. It also helps maintain compliance with organizational policies by ensuring that access rights are granted or revoked in accordance with predefined rules.

Example Scenario:

Consider a company that wants to automate the provisioning of user accounts based on departmental changes:

  • Rule: If a user’s department is set to "Finance," add them to the "Finance Team" group and assign them the "Finance Analyst" role.
  • Trigger: The rule is triggered whenever a user’s department attribute is updated.
  • Action: Once the department attribute is updated to "Finance," the user is automatically added to the "Finance Team" group and granted the "Finance Analyst" role.

Benefits of Rule-Based Provisioning:

  • Consistency: Ensures that users are always assigned the correct roles and access rights based on predefined rules, eliminating inconsistencies that can arise from manual processes.
  • Efficiency: Reduces the administrative burden of manually managing user access, allowing IT teams to focus on more strategic tasks.
  • Scalability: Easily scales with the organization as rules can be applied uniformly across all users, making it easier to manage large numbers of users and complex organizational structures.
  • Compliance: Helps maintain compliance with internal policies and external regulations by ensuring that access rights are automatically managed according to predefined criteria.

Provisioning & Deprovisioning Scenarios


miniOrange provides Provisioning solutions for all scenarios of user management (provisioning), which includes AD Integration, LDAP Integration and automated provisioning for all External Applications such as Asana, Google Workspace, Workday, etc