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Identity Manager 9.2.1 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Managing escalated requests
Attestation
Managing attestation inquiries directed at you Managing attestations Attestors for attestation cases Displaying attestation history Auditing attestations My attestation cases Managing escalated attestation cases Pending attestations
Compliance Responsibilities
Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Managing task delegations Ownerships Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
My responsibilities
Specifying keywords for requestable products Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Opening other web applications Managing tickets Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (menu description) My requests (menu description) Profile (menu description) Help (menu description) Request (menu description) Attestation (menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Identities (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (menu description) Responsibilities (menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Tickets (menu description)

Exporting views

You can save a view in PDF or CSV format, or as a website for use as a report. This function is available at different points in your web application. For more information, see Exporting reports.

NOTE: You cannot export more than 100 000 data sets. If there are more data set, only the first 100 000 are exported.

To export a view

  1. Click View settings > Export this view.

    This opens the dialog Export this view.

  2. Select one of the following options:

    • Export as PDF: exports the view as a PDF file.

    • Export as CSV: exports the view as a CSV file.

    • Display as website: exports the view as a report in HTML format.

  3. (Optional) Enable the following check boxes:

    • All pages: All pages of the view were exported. If this setting is not enabled, only the current page is exported.

    • Remove header: Removes the first row of the table. This row contains the column names.

      NOTE: This setting is only available if you selected the option Export as CSV in the previous step.

  4. Click Export.

    Exports the view.

Mobile view

The Web Portal is designed for use with desktops computers and mobile devices. The views are adjusted automatically. In the mobile view, some functions are limited or not at available at all.

Table 14: Handling options for mobiles

Action

Handling

Open menu bar

The menu that you find horizontally under the header in the desktop version is opened on mobile devices as follows:

  1. Press .

    List lists the menus under each other.

  2. Press next to a menu.

    This displays other menu items.

Display extended functions/header

You open the functions and settings in the header toolbar (such as search) for mobile devices as follows:

  1. Press .

    Menus are displayed next to each other.

  2. Press on one of the following icons:

    • : Opens search.

    • : Contains the menus My profile, My settings, Telephone book, and Log out.

    • : Opens your shopping cart without requests.

    • : Shows any saved bookmarks.

      NOTE: Replace this text with a description of a feature that is noteworthy.

    • : Contains the menus Help, Support, Community, Connection and Info.

Heatmaps and statistics in the mobile view

The following handling options apply for heatmaps and statistics in the mobile view.

Table 15: Handling options for heatmaps and statistics

Action

Handling

Show tooltip

Tap on the statistic or the diagram.

Display more details about the statistic/diagram in the dialog

Double-tap on the statistic or the diagram.

Display a tooltip for a heatmap rectangle

Tap the heatmap's rectangle.

Zoom in on heatmap

Double-tap on the heatmap.

Personal dashboard settings

InPersonal Dashboard Settings, you can hide or show dashboards with neutral trends. Dashboards with "neutral trends" are those that have not change recently. By default, this filter is not enabled. You can also hide other dashboards. To hide individual dashboard, you can use the filter function on the desired dashboard view. For more information, see Hiding statistics.

To show a dashboard

  1. Open Personal Dashboard Settings.
  2. Perform one of the following tasks.
    1. Enable Show dashboards with neutral trends.
    2. Select one of the displayed statistics that you want to display again.
  3. Click Save.
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