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ForgeRock Identity Management Core Concepts

  • Tuition USD $4,750 GSA  $3,581.86
  • Reviews star_rate star_rate star_rate star_rate star_half 4819 Ratings
  • Course Code IDM-400
  • Duration 5 days
  • Available Formats Classroom, Virtual

The ForgeRock Identity Management Core Concepts course is for students who want to learn how to implement ForgeRock® Identity Management (IDM) to manage the lifecycle and relationship of digital identities within the context of a Customer Identity and Access Management solution (CIAM), and the integration with the ForgeRock Identity Platform™.

  • Note that Revision B.1 of this course is built on version 6.5 of IDM.

Skills Gained

Upon completion of this course, you should be able to:

  • Introduce IDM and explore the fictitious ForgeRock Entertainment Company (FEC) CIAM solution
  • Install IDM and examine the default interfaces
  • Deploy and manage IDM as a development project
  • Perform basic IDM troubleshooting
  • Configure the default user registration process
  • Configure the User Self-Service functions, including password reset, forgotten username, and KBA options
  • Add a custom field to the End User UI registration page
  • Delegate the administration privileges of account properties to a group of users
  • Configure social identity providers
  • Integrate IDM with the ForgeRock Identity Platform
  • Use the REST interface to access IDM
  • Connect to external resources using OpenICF
  • Perform basic synchronization
  • Run selective synchronization and LiveSync
  • Configure role-based provisioning
  • Manage user preferences
  • Configure privacy and consent
  • Enable progressive profiling and add terms and conditions
  • Enable the profile and privacy management dashboard
  • Manage a basic relationship within the managed user object
  • Model relationships based on a given use case
  • Manage a relationship between a user and device
  • Deploy and test a given workflow
  • Explore the beginnings of creating a workflow

Who Can Benefit

The following are the target audiences for this course:

  • System Integrators
  • System Consultants
  • System Architects
  • System Administrators

Prerequisites

The following are prerequisites to successfully completing this course:

  • Basic knowledge and skills using the Linux operating system to complete labs
  • Basic knowledge of JSON, JavaScript, REST, Java, Groovy, SQL, and LDAP helpful for understanding examples; however, programming experience is not required

Course Details

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

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact Edu_customerexperience@techdata.com

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

The most useful part of this course was having a very knowledgeable instructor, who has had many years in the IAM space. Not only this, but he has also had many years experience with OpenIDM. This allowed for him to have anecdotal knowledge, and to provide very helpful information, that could not be found online in documentation.

Class gave me very good case by case examples, which will be very helpful to me in my coming assignment.

I work in IAM design and architecture, strategy assignments. This training will help me build plans for identity management strategy using ForgeRock products, considering the features.

Trainer (Bill Nelson) is extremely knowledge, technical, patient and professional.

The knowledge of the instructor was most useful. The class was also delivered well.

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