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Reviewed-by: Belejkanic, Lukas <lukas.belejkanic@t-systems.com> Co-authored-by: Wei, Hongmin <weihongmin1@huawei.com> Co-committed-by: Wei, Hongmin <weihongmin1@huawei.com>
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<a name="iam_08_0004"></a><a name="iam_08_0004"></a>
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<h1 class="topictitle1">Step 3: Configure Identity Conversion Rules</h1>
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<div id="body1598524160363"><p id="iam_08_0004__en-us_topic_0272447058_p1581711464615">After an enterprise IdP user logs in to the cloud platform, the cloud platform authenticates the identity and assigns permissions to the user based on the identity conversion rules. You can customize identity conversion rules based on your service requirements. If you do not configure identity conversion rules, the username of the federated user on the cloud platform is <strong id="iam_08_0004__en-us_topic_0272447058_b12497113518215">FederationUser</strong> by default, and the federated user can only access the cloud platform by default.</p>
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<p id="iam_08_0004__en-us_topic_0272447058_p18153451373">You can configure the following parameters for federated users:</p>
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<ul id="iam_08_0004__en-us_topic_0272447058_ul186419101875"><li id="iam_08_0004__en-us_topic_0272447058_li1964101013719">Username: Usernames of federated users in the cloud platform.</li><li id="iam_08_0004__en-us_topic_0272447058_li96418101372">User permissions: Permissions assigned to federated users in the cloud platform. You need to map the federated users to IAM user groups. In this way, the federated users can obtain the permissions of the user groups to use cloud resources. Ensure that user groups have been created. For details about how to create a user group, see <a href="en-us_topic_0046611269.html">Creating a User Group and Assigning Permissions</a>.</li></ul>
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<div class="note" id="iam_08_0004__en-us_topic_0272447058_note1948818531918"><img src="public_sys-resources/note_3.0-en-us.png"><span class="notetitle"> </span><div class="notebody"><ul id="iam_08_0004__en-us_topic_0272447058_ul13451511218"><li id="iam_08_0004__en-us_topic_0272447058_li1945151328">Modifications to identity conversion rules will take effect the next time federated users log in.</li><li id="iam_08_0004__en-us_topic_0272447058_li194511711521">To modify the permissions of a user, modify the permissions of the user group to which the user belongs. Then restart the enterprise IdP for the modifications to take effect.</li></ul>
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</div></div>
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<div class="section" id="iam_08_0004__en-us_topic_0272447058_section52965331"><h4 class="sectiontitle">Prerequisites</h4><ul id="iam_08_0004__en-us_topic_0272447058_ul71351054188"><li id="iam_08_0004__en-us_topic_0272447058_li71351054585">The enterprise administrator has created an account in the cloud platform, and has created user groups and assigned permissions to the group in IAM. For details, see <a href="en-us_topic_0046611269.html">Creating a User Group and Assigning Permissions</a>.</li><li id="iam_08_0004__en-us_topic_0272447058_li11356541486">An IdP has been created in the cloud platform. For details, see <a href="iam_08_0003.html#iam_08_0003">Step 1: Create an IdP Entity</a>.</li></ul>
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</div>
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<div class="section" id="iam_08_0004__en-us_topic_0272447058_en-us_topic_0175818756_section49143529"><h4 class="sectiontitle">Procedure</h4><p id="iam_08_0004__en-us_topic_0272447058_en-us_topic_0175818756_p176995795319">If you configure identity conversion rules by clicking <strong id="iam_08_0004__en-us_topic_0272447058_b59921448112113">Create Rule</strong>, IAM will convert your specified parameters to the JSON format. Alternatively, you can click <strong id="iam_08_0004__en-us_topic_0272447058_b16993134802114">Edit Rule</strong> to directly configure rules in JSON format. For details, see <a href="en-us_topic_0079620340.html">Syntax of Identity Conversion Rules</a>.</p>
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<ul id="iam_08_0004__en-us_topic_0272447058_ul13542143916305"><li id="iam_08_0004__en-us_topic_0272447058_li0542239143020"><strong id="iam_08_0004__en-us_topic_0272447058_b19399501920">Creating Rules</strong><ol id="iam_08_0004__en-us_topic_0272447058_ol14917184617414"><li id="iam_08_0004__en-us_topic_0272447058_li10914546144114">Log in to the IAM console as the administrator. In the navigation pane, choose <strong id="iam_08_0004__en-us_topic_0272447058_b65190298177">Identity Providers</strong>.</li><li id="iam_08_0004__en-us_topic_0272447058_li8914046174111">In the IdP list, click <strong id="iam_08_0004__en-us_topic_0272447058_b24132712277">Modify</strong> in the row containing the IdP.</li><li id="iam_08_0004__en-us_topic_0272447058_li9917104619415">In the <strong id="iam_08_0004__en-us_topic_0272447058_b8550101092318">Identity Conversion Rules</strong> area, click <strong id="iam_08_0004__en-us_topic_0272447058_b13550181062310">Create Rule</strong>. Then, configure the rules in the <strong id="iam_08_0004__en-us_topic_0272447058_b17550151019231">Create Rule</strong> dialog box.<div class="p" id="iam_08_0004__en-us_topic_0272447058_p1757145612143">
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<div class="tablenoborder"><table cellpadding="4" cellspacing="0" summary="" id="iam_08_0004__en-us_topic_0272447058_table14452194925816" frame="border" border="1" rules="all"><caption><b>Table 1 </b>Parameter description</caption><thead align="left"><tr id="iam_08_0004__en-us_topic_0272447058_row1545012496582"><th align="left" class="cellrowborder" valign="top" width="14.34%" id="mcps1.3.6.3.1.2.3.4.1.2.4.1.1"><p id="iam_08_0004__en-us_topic_0272447058_p12450249115814">Parameter</p>
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</th>
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<th align="left" class="cellrowborder" valign="top" width="21.97%" id="mcps1.3.6.3.1.2.3.4.1.2.4.1.2"><p id="iam_08_0004__en-us_topic_0272447058_p6450174913580">Description</p>
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</th>
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<th align="left" class="cellrowborder" valign="top" width="63.690000000000005%" id="mcps1.3.6.3.1.2.3.4.1.2.4.1.3"><p id="iam_08_0004__en-us_topic_0272447058_p19450164965813">Remarks</p>
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</th>
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</tr>
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</thead>
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<tbody><tr id="iam_08_0004__en-us_topic_0272447058_row345118496586"><td class="cellrowborder" valign="top" width="14.34%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.1 "><p id="iam_08_0004__en-us_topic_0272447058_p1445054905813">Username</p>
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</td>
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<td class="cellrowborder" valign="top" width="21.97%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.2 "><p id="iam_08_0004__en-us_topic_0272447058_p134501649125817">Username of federated users in the cloud platform.</p>
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</td>
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<td class="cellrowborder" valign="top" width="63.690000000000005%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.3 "><p id="iam_08_0004__en-us_topic_0272447058_p1245054915584">To distinguish federated users from users in the cloud platform, it is recommended that you set the username to <strong id="iam_08_0004__en-us_topic_0272447058_b189359132013">FederationUser-</strong><em id="iam_08_0004__en-us_topic_0272447058_i5731202611253">IdP</em><strong id="iam_08_0004__en-us_topic_0272447058_b88931092203">_</strong><em id="iam_08_0004__en-us_topic_0272447058_i2037451416201">XXX</em>. <em id="iam_08_0004__en-us_topic_0272447058_i515313220243">IdP</em> indicates an IdP name, for example, AD FS or Shibboleth. <em id="iam_08_0004__en-us_topic_0272447058_i115892292416">XXX</em> indicates a custom name.</p>
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<div class="notice" id="iam_08_0004__en-us_topic_0272447058_note0451549125818"><span class="noticetitle"> NOTICE: </span><div class="noticebody"><ul id="iam_08_0004__en-us_topic_0272447058_ul6575826819"><li id="iam_08_0004__en-us_topic_0272447058_li3575326716">The username of each federated user must be unique in the same IdP. Federated users with the same usernames in the same IdP will be mapped to the same IAM user in the cloud platform.</li><li id="iam_08_0004__en-us_topic_0272447058_li257592617112">The username can only contain letters, digits, spaces, hyphens (-), underscores (_), and periods (.). It cannot start with a digit and cannot contain the following special characters: ", \", \\, \n, \r</li></ul>
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</div></div>
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</td>
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</tr>
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<tr id="iam_08_0004__en-us_topic_0272447058_row9451049115815"><td class="cellrowborder" valign="top" width="14.34%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.1 "><p id="iam_08_0004__en-us_topic_0272447058_p10451949105812">User Groups</p>
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</td>
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<td class="cellrowborder" valign="top" width="21.97%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.2 "><p id="iam_08_0004__en-us_topic_0272447058_p545184914589">User groups which the federated users belong to in the cloud platform.</p>
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</td>
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<td class="cellrowborder" valign="top" width="63.690000000000005%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.3 "><p id="iam_08_0004__en-us_topic_0272447058_p8451649185812">The federated users will inherit permissions from the groups to which they belong. You can select a user group that has already been created.</p>
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</td>
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</tr>
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<tr id="iam_08_0004__en-us_topic_0272447058_row545284918582"><td class="cellrowborder" valign="top" width="14.34%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.1 "><p id="iam_08_0004__en-us_topic_0272447058_p13451154925812">Rule Conditions</p>
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</td>
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<td class="cellrowborder" valign="top" width="21.97%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.2 "><p id="iam_08_0004__en-us_topic_0272447058_p545134965810">Conditions that a federated user must meet to obtain permissions from the selected user groups.</p>
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</td>
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<td class="cellrowborder" valign="top" width="63.690000000000005%" headers="mcps1.3.6.3.1.2.3.4.1.2.4.1.3 "><p id="iam_08_0004__en-us_topic_0272447058_p13451649165819">Federated users who do not meet these conditions cannot access the cloud platform. You can create a maximum of 10 conditions for an identity conversion rule.</p>
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<p id="iam_08_0004__en-us_topic_0272447058_p4451104995813">The <strong id="iam_08_0004__en-us_topic_0272447058_b6660658132512">Attribute</strong> and <strong id="iam_08_0004__en-us_topic_0272447058_b20665258122517">Value</strong> parameters are used for the enterprise IdP to transfer user information to the cloud platform through SAML assertions. The <strong id="iam_08_0004__en-us_topic_0272447058_b3666115842515">Condition</strong> parameter can be set to <strong id="iam_08_0004__en-us_topic_0272447058_b9666145815253">empty</strong>, <strong id="iam_08_0004__en-us_topic_0272447058_b566615581253">any_one_of</strong>, or <strong id="iam_08_0004__en-us_topic_0272447058_b166617587250">not_any_of</strong>. For details about these parameters, see <a href="en-us_topic_0079620340.html">Syntax of Identity Conversion Rules</a>.</p>
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<div class="note" id="iam_08_0004__en-us_topic_0272447058_note3452124915582"><span class="notetitle"> NOTE: </span><div class="notebody"><ul id="iam_08_0004__en-us_topic_0272447058_ul545254912585"><li id="iam_08_0004__en-us_topic_0272447058_li84521049185817">An identity conversion rule can have multiple conditions. It takes effect only if all of the conditions are met.</li><li id="iam_08_0004__en-us_topic_0272447058_li1745234985812">An IdP can have multiple identity conversion rules. If a federated user does not meet any of the conditions, the user will be denied to access the cloud platform.</li></ul>
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</div></div>
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</td>
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</tr>
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</tbody>
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</table>
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</div>
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<p id="iam_08_0004__en-us_topic_0272447058_p11452749185811">For example, set an identity conversion rule for administrators in the enterprise management system.</p>
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<ul id="iam_08_0004__en-us_topic_0272447058_ul19454549185815"><li id="iam_08_0004__en-us_topic_0272447058_li12452164914583">Username: <strong id="iam_08_0004__en-us_topic_0272447058_b19389161810361">FederationUser-IdP_admin</strong></li><li id="iam_08_0004__en-us_topic_0272447058_li1745217491580">User group: <strong id="iam_08_0004__en-us_topic_0272447058_b195941732192619">admin</strong></li><li id="iam_08_0004__en-us_topic_0272447058_li15343144632814">Rule condition: <strong id="iam_08_0004__en-us_topic_0272447058_b20887163320269">_NAMEID_</strong> (attribute), <strong id="iam_08_0004__en-us_topic_0272447058_b108871331267">any_one_of</strong> (condition), and <strong id="iam_08_0004__en-us_topic_0272447058_b17888123318268">000000001</strong> (value).<p id="iam_08_0004__en-us_topic_0272447058_p1775134882815">Only the user with ID 000000001 is mapped to IAM user <strong id="iam_08_0004__en-us_topic_0272447058_b460782242818">FederationUser-IdP_admin</strong> and inherits permissions from the <strong id="iam_08_0004__en-us_topic_0272447058_b16071122102811">admin</strong> user group.</p>
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</li></ul>
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</li><li id="iam_08_0004__en-us_topic_0272447058_li10917134614120">In the <strong id="iam_08_0004__en-us_topic_0272447058_b09511940122610">Create Rule</strong> dialog box, click <strong id="iam_08_0004__en-us_topic_0272447058_b395624072610">OK</strong>.</li><li id="iam_08_0004__en-us_topic_0272447058_li1391784674114">On the <strong id="iam_08_0004__en-us_topic_0272447058_b091914435263">Modify Identity Provider</strong> page, click <strong id="iam_08_0004__en-us_topic_0272447058_b1192424312269">OK</strong>.</li></ol>
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</li><li id="iam_08_0004__en-us_topic_0272447058_li35426395309"><strong id="iam_08_0004__en-us_topic_0272447058_b6716112981020">Editing Rules</strong><ol id="iam_08_0004__en-us_topic_0272447058_ol89973613317"><li id="iam_08_0004__en-us_topic_0272447058_li10640142116317">Log in to the IAM console as the administrator. In the navigation pane, choose <strong id="iam_08_0004__en-us_topic_0272447058_b5486165319252">Identity Providers</strong>.</li><li id="iam_08_0004__en-us_topic_0272447058_li1264512512112">In the IdP list, click <strong id="iam_08_0004__en-us_topic_0272447058_b7866135152617">Modify</strong> in the row containing the IdP.</li><li id="iam_08_0004__en-us_topic_0272447058_li864032110318">In the <strong id="iam_08_0004__en-us_topic_0272447058_b186571622162720">Identity Conversion Rules</strong> area, click <strong id="iam_08_0004__en-us_topic_0272447058_b1466315221272">Edit Rule</strong>.</li><li id="iam_08_0004__en-us_topic_0272447058_li51481932183314">Edit the identity conversion rules in JSON format. For details, see <a href="en-us_topic_0079620340.html">Syntax of Identity Conversion Rules</a>.</li><li id="iam_08_0004__en-us_topic_0272447058_li2042015128518">Click <strong id="iam_08_0004__en-us_topic_0272447058_b3472632172718">Validate</strong> to verify the syntax of the rules.</li><li id="iam_08_0004__en-us_topic_0272447058_li106392307521">If the rule is correct, click <strong id="iam_08_0004__en-us_topic_0272447058_b39441332275">OK</strong> in the <strong id="iam_08_0004__en-us_topic_0272447058_b9945203352714">Edit Rule</strong> dialog box, and click <strong id="iam_08_0004__en-us_topic_0272447058_b1394563322710">OK</strong> on the <strong id="iam_08_0004__en-us_topic_0272447058_b594653372715">Modify Identity Provider</strong> page.<p id="iam_08_0004__en-us_topic_0272447058_p1479113445212">If a message indicating that the JSON file is incomplete is displayed, modify the statements or click <strong id="iam_08_0004__en-us_topic_0272447058_b13464183982711">Cancel</strong> to cancel the modifications.</p>
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</li></ol>
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</li></ul>
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<div class="section" id="iam_08_0004__en-us_topic_0272447058_en-us_topic_0175818756_section4140824420758"><h4 class="sectiontitle">Related Operations</h4><p id="iam_08_0004__en-us_topic_0272447058_p142911642194918">Viewing identity conversion rules: Click <strong id="iam_08_0004__en-us_topic_0272447058_b962816122282">View Rule</strong> on the <strong id="iam_08_0004__en-us_topic_0272447058_b1863313121287">Modify Identity Provider</strong> page. The identity conversion rules are displayed in JSON format. For details about the JSON format, see <a href="en-us_topic_0079620340.html">Syntax of Identity Conversion Rules</a>.</p>
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</div>
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<div class="familylinks">
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<div class="parentlink"><strong>Parent topic:</strong> <a href="iam_08_0002.html">Virtual User SSO via SAML</a></div>
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