1. www.novell.com Dave Horne eSolutions Deployment Mgr Novell, Inc. dhorne@novell.com Designing and Managing Novell DirXML ™ Deployments

2. Vision…one Net A world where networks of all types—corporate and public, intranets, extranets, and the Internet—work together as one Net and securely connect employees, customers, suppliers, and partners across organizational boundaries Mission To solve complex business and technical challenges with Net business solutions that enable people, processes, and systems to work together and our customers to profit from the opportunities of a networked world

4. Designing and Managing DirXML™ Deployments—Agenda Know Your Stuff Understanding DirXML Demo DirXML Process Flow Debugging DirXML Project Management Use Real-Life Examples Recap

5. Know Your Stuff—The 4 Knows Know Your Business Processes Know Your Data Know Your Resources Know Your DirXML

6. Know Your Business Processes When are e-mail, NOS, and other accounts created for a new person? What kind of access needs to be granted? Who is involved in creating/authorizing access? How are different processes tied together? When do accounts get de-activated? Who gets notified when these events occur?

7. Know Your Data What data elements need to be synchronized? What are the data elements going to be used for? Are there dependencies on any data element? Are there pre-requisites on any data element? Does the data need to be transformed?  Birthdate 02/01/1960 ---> February, 01, 1960

8. Know Your Resources The “Do You Have”s Do you have all of the equipment you need? Do you have access to the software you need? Do you have all the necessary people you need?

9. Know Your DirXML How many systems are you connecting? Is there a pre-configured DirXML Driver available? Have you received the appropriate DirXML training? Have you engaged a DirXML deployment partner?

10. Novell eDirectory ™ DirXML Engine DirXML Driver Shim Novell eDirectory Server Application Subscriber Channel Publisher Channel Rules and Stylesheets Understanding DirXML 1.1 Technology Review

11. DirXML Engine Novell eDirectory DirXML Driver Shim Rules and Stylesheets Subscriber Channel Publisher Channel DirXML Driver Shim Novell eDirectory Rules and Stylesheets DirXML Engine Publisher Channel Subscriber Channel Understanding DirXML 1.1 eDirectory-to-eDirectory Data Flow Using SSL and Keys Issued by a single Certificate Authority

12. Novell eDirectory ERP DirXML Driver e-Mail DirXML Driver Understanding DirXML 1.1 Application to Application Novell eDirectory DirXML Engine DirXML Driver Shim Rules and Stylesheets Subscriber Channel Publisher Channel DirXML Driver Shim DirXML Engine Rules and Stylesheets Publisher Channel Subscriber Channel E-Mail Application ERP Application

13. Server DirXML Architecture— The Remote Loader Novell eDirectory Novell eDirectory Server Application DirXML Driver Shim Remote Loader Shim Remote Loader Service DirXML Engine Rules and Stylesheets Subscriber Channel Publisher Channel

14. DirXML 1.1 Publisher Channel

15. DirXML Process Flow DirXML Objects DirXML Driver Set Object 3 Different DirXML Drivers

16. DirXML Process Flow DirXML Objects Publisher and Subscriber Channels Mapping Rule ERP Driver

17. DirXML Process Flow DirXML Objects Matching Placement Transformation Create Rules

18. DirXML Process Flow DirXML Objects Mapping Rule Matching Rule Placement Rule Create Rule

19. Zero Mergeattributes One Modify app object YES Create NDS object NO Apply matching rule Query NDS Query app Modify NDS object YES NOError Multiple Apply create rule Apply placement rule Writeassociation Query NDS Modify NDS object Desired app event occurs Does this object have an association? Does this object have an association? Number of matches of matches Do we have all required attributes? DirXML Process Flow Publisher Channel

20. DirXML 1.1 Subscriber Channel

21. Apply matching rule Number of matches One QueryApp Zero NO YESError Multiple YES NO Desired NDS event occurs Apply create rule QueryNDS Modify NDS object NDS object Writeassociation Mergeattributes Apply placement rule Create App Object Modify app object Modify Does this object have an association? Do we have all required attributes? Markassociationpending DirXML Process Flow Subscriber Channel

22. DirXML Process Flow DirXML Event Processing Event to XML Event Transformation Association Processor Add Event? Schema Mapper Output Transformation Matching Rule Create Rule Placement Rule Matching Rule Create Rule Placement Rule Subscriber Add Processor Publisher Add Processor Add Event? Association Processor Input Transformation Schema Mapper Event Transformation Publisher Filter Subscriber Filter Event Cache XML to NDS no yes no yes The DirXML Engine Command Transformation Command Transformation

23. Debugging DirXML Deployment Tips  Get the right debug information from the Driver Set DS Trace

24. Change the Driver Trace Level Equal to 3 Debugging DirXML Setting DS Trace

25. Debugging DirXML Setting and Viewing the Log

27. Make sure that your driver has the appropriate access Always exclude the Admin User(s) from being associated with the driver If you have forgotten to do this, go to the DirXML tab of the driver object and select “Excluded Users” Debugging DirXML Security Settings

28. Debugging DirXML Security Settings (cont.)

29. Shutdown and restart eDirectory upon the installation of a new.JAR file  Unload Java (NetWare ® )  Shutdown from eDirectory Console (WinNT/Win2000)  ndsd stop (Solaris, Linux, Tru64) Due to the way the JVM works, it must be reinitialized in order to read the new.JAR file Debugging DirXML Java Drivers under DirXML 1.0

30. No Shutdown and restart of eDirectory required  Dynamic Java Loader Debugging DirXML Java Drivers under DirXML 1.1

31. There may be several challenges standing between you and a working driver—it depends on your skill level Authentication errors are the most common Remember that authentication is possible for  Application User  Driver password  Certificates (eDirectory driver) Debugging DirXML Driver Authentication

33. Save your work Export your Driver Object Remember that deleting the Driver Object results in the disassociation of all objects connected to it Export Associations prior to deleting a Driver Object Debugging DirXML Backup and Recovery

34. DirXML 1.1 Backup and Recovery

35. Many systems want to own data, control its origination and manage its changes DirXML allows for Authoritative Data Sources  Subscriber filters  eDirectory rights assigned so changes occur only via the Publisher channel Debugging DirXML Authoritative Ownership of Data

36. DirXML Driver Shim DirXML Engine Subscriber Filter Publisher Filter Debugging DirXML Authoritative Ownership of Data Novell eDirectory Application Publisher Channel Subscriber Channel

37. Controlling the order of execution is possible with the creative use of attributes  Extending the Schema  Using existing unused attributes Use Create rules to populate attributes with default values  Or use natural attribute population by the disparate application to accomplish the same goal Use Create rules to selectively choose events Debugging DirXML Authoritative Ownership of Process

38. Process Sequencing Use Required Attributes that are dependent from other driver processing ERP --> NOS --> e-mail Debugging DirXML Authoritative Ownership of Process Provided from ERP application Came from NOS application

39. DirXML 1.1 Authoritative Processing

40. How big is the project? Are you focused on the enterprise? Do business processes need to change? Does change need to be made to the infrastructure? Project Management Project Scope

41. How many systems are involved? Should there be a phased implementation? Is the network stable? Is there a mixed OS environment? Are there global considerations? Should there be only one directory? How is the directory going to be used? What standards need to be applied? Project Management Real-Life Project Questions

42. Is the new design complete? Project Management Real-Life Project Objective Does it meet business objectives?

43. Is there a single project sponsor? Has a project manager been assigned? Is the project team well represented? Does the project have enterprise-wide support? Is funding for the project adequate? Does the project have a well-defined scope? Is the timeline of the project appropriate? Do you have the skills necessary to do the project? Project Management Real-Life Project Structure

44. Preparation Understanding the requirements Working out the details Managing the deployment when things go wrong Understanding how solutions can be built around DirXML Keeping current on latest driver developments and style sheet examples Project Management Real-Life Project Success

45. Applying all rules in a test environment with real data NOT connecting your test environment to your production environment via an eDirectory-to- eDirectory driver Stepping back and analyzing the situation when things go wrong Looking at configuration, rules, and XSLT; mis- configuration is generally the source of the problem Project Management Real-Life Project Success Includes

46. Understanding the authoritative source of data elements (defining filters appropriately) Knowing what events cause other events to be triggered Configuring rules to enforce prerequisite and dependency policies Knowing and understanding your data Completeness in rule configuration; don’t code with the option of “When Other…Do” Project Management Real-Life Project Success Includes

47. Use Real-Life Examples Many Systems to Connect

48. eDirectory Use Real-Life Examples Many ERP Systems to Connect Multiple Authoritative Sources Sources Sources Sources

49. Satellite Link DirXML Use Real-Life Examples Various Connectivity Issues

50. Recap Novell DirXML Bundle DirXML 1.1 Bundle includes  Engine  eDirectory driver  Active Directory driver  LDAP driver  Exchange 5.5 driver  Notes driver  NT Domain driver  Delimited Text driver  GroupWise® driver

51. Recap Additional Drivers DirXML Driver for PeopleSoft DirXML Driver for SAP DirXML Driver for JMS DirXML Driver Password Sync

52. DirXML Training DirXML Beginner—Course 992 DirXML Advanced Technical Training  Architecture overview  XML, Rules, Filters  Advanced XDS Rules and XSLT  Utilizing XSLT style sheets for DirXML www.novell.com/registernow or call 800.233.educ option 4

53. DirXML Sessions at BrainShare 2002 DirXML Engine IO118—Introduction to Novell DirXML IO119—DirXML Competitive Comparisons TUT235—Understanding Novell DirXML Technology DL303—Novell DirXML Commands, Events, and Transformations

54. DirXML Sessions at BrainShare 2002 Driver Deployment TUT236—Configuring DirXML Drivers for JDBC, iPlanet, and Delimited Text TUT237—Configuring DirXML Drivers for eDirectory, Active Directory and Windows NT Domains TUT238—Configuring DirXML Messaging Drivers (Exchange, Notes, GroupWise) TUT239—Configuring DirXML Drivers for ERP Systems (SAP and PeopleSoft)

55. DirXML Sessions at BrainShare 2002 Driver Development DL302—Custom DirXML Driver Development DCB330—DeveloperNet ® University: Developing DirXML Drivers