Salesforce Connector 24.2

# Mapped Security Architecture

The mapped security architecture includes the following components:

- The Salesforce repository.
- OpenText Salesforce Connector
- OpenText OmniGroupServer

- OpenText IDOL Server

  NOTE: Mapped Security for Salesforce requires IDOL Server 12.10 or later.

- OpenText IDOL Mapped Security plug-in
- A front-end application

Items in Salesforce have associated permissions that specify the users and groups who are permitted, and who are not permitted, to view them. The Salesforce Connector retrieves the items from Salesforce and sends documents to CFS to be indexed into IDOL Server. To each document the connector adds an Access Control List (ACL) which contains the security information. Each time the connector synchronizes with the repository, it updates the ACLs for any documents where the associated permissions have changed.

IDOL needs the ACL to determine whether a user can view a document that is returned as a result to a query. However, IDOL must also consider the groups that the user belongs to. A user might not be permitted to view a document, but they could be a member of a group that has permission. This means that IDOL requires the user and group information associated with the files.

The connector can extract user and group information from the Salesforce repository. This functionality is available through the `SynchronizeGroups` action. Based on a schedule, OmniGroupServer sends a request to the connector to run this action and the connector returns the information. OmniGroupServer then stores the user and group information so that IDOL Server (the Community component) can query it.

When a user logs on to a front-end application, the application requests the user’s security information and group memberships from IDOL Server. IDOL returns a token containing the information. The front-end application includes this token in all queries the user sends to IDOL.

When a user submits a query, IDOL sends the result documents and the user’s security token to the Mapped Security plug-in. The Mapped Security plug-in compares the user’s security information and group memberships to each document’s ACL. The plug-in determines which documents the user is permitted to view and returns the results. IDOL Server then sends only the documents that the user is permitted to view to the front-end application.

Copyright 2024 Open Text
Version 24.2 | Last updated March 2024

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Product: IDOL Salesforce Connector 24.2

Topic Title: Mapped Security Architecture