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Identity Manager 9.1 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic EMP template Epic SubTemplate Epic Connection Epic EMP User Accounts Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Assigning Sub template to the business roles

Assign SubTemplate to Business roles so that the SubTemplate can be assigned to Epic User through these business roles.

To assign a SubTemplate to a business role (non role-based login)

  1. In One Identity Manager, select the Epic Healthcare | SubTemplates category.
  2. Select the SubTemplates in the result list.
  3. Select the Assign business roles task.
  4. Assign business roles in Add assignments.

    NOTE:

    • You can remove the assignment of business roles in Remove assignments.
    • To remove an assignment, select the business role and double-click .
  5. Save the changes.

To assign a SubTemplate to a business role (role-based login)

  1. In One Identity Manager, select the Business roles category.
  2. Select the business role in the result list.
  3. Select the Assign Epic Sub Templates task.
  4. Assign SubTemplates in Add assignments.

    NOTE:

    • You can remove the assignment of SubTemplate in Remove assignments.
    • To remove an assignment, select the SubTemplate and double-click .
  5. Save the changes.

Assigning SubTemplate to IT shop

When you assign an SubTemplate to a IT Shop shelf, it can be requested by the shop customers.

Perquisites

To ensure it can be requested, the following prerequisites are required

  • The SubTemplate must be marked with the IT Shop option.
  • The SubTemplate must be assigned a service item.

    NOTE: In the web portal, all products that can be requested are grouped together by service category. To make the SubTemplate easier to find in the web portal, assign a service category to the service item.

  • If you only want it to be possible for the SubTemplate to be assigned to employees through IT Shop requests, the SubTemplate must also be labelled with the Use only in IT Shop option. Direct assignment to hierarchical roles or user accounts is no longer permitted.

    NOTE: With role-based login, the IT Shop administrators can assign SubTemplates to IT Shop shelves.

To add an SubTemplate to IT Shop

1. In One Identity Manager, select the Epic HealthCare | SubTemplate category.

2. In the result list, select the SubTemplate.

3. Select the Add to IT Shop task.

4. In Add assignments, assign the SubTemplate to the IT Shop shelves.

5. Save the changes.

Deleting the Sub template

To delete the SubTemplate

  1. Remove the SubTemplate from the SubTemplate.csv file
  2. In Synchronization Editor, run the synchronization project

    The SubTemplate is marked as outstanding in One Identity Manger.

  3. Remove the SubTemplate assignment from the EPCUser in One Identity Manager.

  4. Delete the SubTemplate from the outstanding object

    The SubTemplate is deleted from the One Identity Manager database and all the associated SubTemplate to the Epic User.

Epic Connection

Epic connection contains the details about the target Epic system. The Creating a synchronization project for initial synchronization of an Epic health care system section provides the necessary per-requisites to connect to the target Epic system. Refer to the section for details.

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