AMAG Symmetry Integration Setup

Prerequisites

Identity Server (IDS) supports integration with AMAG Symmetry via the DataConnect API. This uses the Symmetry Software to export data to the data export SQL table. The IDS is then able to sync end-user names and credentials from the SQL table. Database credentials will be used when configuring the sync settings on the IDS web page. Make sure that the default port 1433 is open to allow for proper network communication.

This synchronization also assumes that all employees are assigned a unique "Employee Ref" (any random number or string of letters and/or numbers will work). This is found on each card holder's page on the "Identity" tab. If this number is not present for a user upon creating them in the AMAG system/prior to exporting the data, they will not be imported into the Princeton Identity system.

NOTE: Starting in mid-2026 when Version 11 is released, we will no longer support versions 9.4 and below.

AMAG Licenses Required:

• Symmetry
• Data Connect 
• XML Open Integration

Data Export Procedure

Note: this procedure must be done each time data is updated in the Symmetry software.

1. Login to Symmetry as a user with "Data Export" permission (The "Installer" and "System Manager" roles include this permission by default).
2. Using the toolbar, select the "Operation" tab, then find the "Data" section and click on "Data Export".
3. In the open window, under "Data To Export" make sure that "Last Name", "First Name", "Middle Name", "Card Number", and "Employee Reference" are all selected. The default options are sufficient (By default all options are selected except for "IDS Code" and "User Defined Fields").
4. In the open window, under "Manual Control" check the box for "Export All Records" and for "Delete All Export Records".  If users can have multiple cards, check the box for Extended Support in the Multiple Cards section.
5. Click "OK" to export the data to the table.

IDS Setup

1. Login to the IDS from a web browser and click Settings.
2. On the Settings page, select Sync from the left-hand menu.
3. Click the SETUP SYNC button.
4. Select "AMAG Symmetry Data Connect" from the dropdown list and click "CONTINUE".
5. On the AMAG Symmetry Data Connect screen, the default settings will appear. Click on "Edit Settings" and enter the following settings:
   1. Check for updates - A full update will occur every minute, 15 minutes, hour, 6 hours, 12 hours or 24 hours. If Manual is selected a full update will only occur when an administrator clicks on the "Run Now" button.
   2. Connect URL - This is of the form:
      • jdbc:sqlserver://<AMAG-Server-IP-or-hostname>:1433;databaseName=multiMaxExport
   3. Enter the AMAG database username and password
   4. The default Unique Field is EmployeeReference

   5. Optionally enable "Delete missing records"

       - This will remove any people that are present in the Identity Server who are not already associated with a person in AMAG Symmetry

   6. Custom Filter - the custom filter option is still under development. It should be left blank.
6.  Click the "APPLY" button at the top to save the changes.
7. If the system is set to regularly check for updates, the initial synchronization will automatically begin immediately. If the system is set to manual, you must click "Run Now" in order to start all synchronizations. Click that now to run the first sync.
8. Click HOME on the navigation bar at the top of the screen. Here you will see that the IDS is set to synchronize with AMAG. If the sync is currently running, you will see a progress bar showing progress.