Runbooks/Isolate Disconnect

Isolate and Disconnect

Operator runbook for two interventions on a single connector object: Isolate freezes it so nothing flows in or out until you release it, and Disconnect breaks its link to a mesh object so the account no longer belongs to that person.

When to reach for each

Where to find them

Both places offer the same actions and record the same audit entry.

Isolate

An isolated connector object is frozen in both directions until someone releases it.

Releasing

Choose Release on the row. Release is quiet by default: the next scheduled import and export pick the object up again. Tick Import now to pull the object’s real state from the connected system immediately, which is the better choice when the account changed while it was frozen.

Disconnect

Disconnect breaks the link between the connector object and the mesh object. The connector object becomes an orphan, which the join rules can pick up again once you release the hold or if you skipped it.

By default Disconnect also places an export hold on that connector for that mesh object. While the hold is open:

The hold is undone only by releasing it. Open the mesh object, find the Held exports list and choose Release hold. That is the explicit “yes, provision if the rules say so” step. After that, the join rules and the export rules behave normally again.

Allow re-provisioning (no hold)

The Allow re-provisioning (no hold) checkbox skips the hold. Use it only when a fresh account is the point, for example when you disconnect a stale account so the person can get a new one. Without the hold:

Where status shows

Permission

All of these actions need the ms.write permission. Admin and Operator hold it by default.

Audit trail

Every action records who, when and why. The entry appears in the admin audit trail and on the mesh object’s Audit tab. For how long the admin audit trail is kept, see audit-retention.md.

Deleting a connector’s management space data

Wiping a connector’s management space data would discard isolation and holds along with everything else. IdentityMesh therefore refuses when the connector has isolated rows or open holds, until you confirm by typing the connector’s name.

Which one do I want?

SituationChoose
Investigating one account, expect to resumeIsolate
Account is linked to the wrong personDisconnect
Person left, no new account wantedDisconnect with the hold
Stale account, a fresh one is the pointDisconnect with Allow re-provisioning ticked

Upgrading an existing installation

Follow the normal upgrade procedure in upgrades. The MSI’s database step applies the schema changes this feature needs, so there is nothing extra to do.