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Identity Manager On Demand - Starling Edition Hosted - Identity Management Base Module Administration Guide

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Basics for mapping company structures in One Identity Manager

Hierarchical role structure basic principles

Inheritance directions within a hierarchy Discontinuing inheritance

Basic principles for assigning company resources

Direct company resource assignments Indirect company resource assignments

Secondary assignment of company resources Primary assignment of company resources

Assigning company resources through dynamic roles Assigning company resources through IT Shop requests

Basics of calculating inheritance

Calculating inheritance by hierarchical roles Calculation of assignments

Preparing hierarchical roles for company resource assignments

Possible assignments of company resources through roles Permitting assignments of identities, devices, workdesks, and company resources to roles Blocking inheritance using roles Preventing identities, devices, or workdesks from inheriting individual roles Preventing inheritance to individual identities, devices, or workdesks Inheritance exclusion: Specifying conflicting roles

Creating and editing dynamic roles Tips about conditions for dynamic roles Testing dynamic role conditions Calculating role memberships for dynamic roles

Schedules for calculating dynamic roles

Creating and editing dynamic role schedules Starting dynamic role schedules immediately Assigning dynamic roles to schedules

Calculating dynamic roles immediately if objects change Calculating role memberships for dynamic roles immediately Editing properties for immediate recalculation Excluding dynamic roles from recalculation

Excluding identities from dynamic roles

Removing identities from the exclusion list Main data of exclude lists for dynamic roles

Displaying the dynamic role overview Main data for dynamic roles

Departments, cost centers, and locations

One Identity Manager users for managing departments, cost centers, and locations Basic information for departments, cost centers, and locations

Role classes for departments, cost centers, and locations

Assigning role types to role classes for departments, cost centers, and locations

Role types for departments, cost centers, and locations

Creating role types for departments, cost centers, and locations Assigning role classes to role types for departments, cost centers, and locations

Functional areas for departments, cost centers, and locations Attestors for departments, cost centers, and locations Approvers and approvers (IT) for departments, cost centers, and locations

Creating and editing departments

General main data for departments Contact data for departments Functional area and risk assessment for departments

Creating and editing cost centers

General main data for cost centers Functional area and risk assessment for cost centers

Creating and editing locations

General main data for locations Location address information Configuring location networks Directions to location Functional area and risk assessment for locations

Setting up IT operating data for departments, cost centers, and locations

Modify IT operating data

Assigning identities, devices, and workdesks to departments, cost centers, and locations Assigning company resources to departments, cost centers, and locations Creating dynamic roles for departments, cost centers, and locations Dynamic roles with incorrectly excluded identities Assign organizations Specifying inheritance exclusion for departments, cost centers, and locations Assigning extended properties to departments, cost centers, and locations Certifying departments, cost centers, and locations Reports about departments, cost centers, and locations

Identity administration

One Identity Manager users for managing identities Basics for managing identities

Main identities and subidentities Identity's central user account Identity's default email address Identity's central password

Creating and editing identities

General main data of identities Organizational main data of identities Address data for identities Miscellaneous main data of identities

Assigning company resources to identities

Assigning identities to departments, cost centers, and locations Assigning identities to business roles Adding identities to IT Shop custom nodes Assigning application roles to identities Assigning resources directly to identities Assigning system roles directly to identities Assigning subscribable reports directly to identities Assigning software directly to identities

Displaying the origin of identities' roles and entitlements Analyzing role memberships and identity assignments Deactivating and deleting identities

Temporarily deactivating identities Permanently deactivating identities Reactivate permanently deactivated identities Deferred deletion of identities

Deleting all personal data Limited access to One Identity Manager Changing the certification status of identities Displaying the identities overview Displaying and deleting identities' Webauthn security keys Determining the language for identities Determining identities working hours Manually assigning user accounts to identities Entering tickets for identities Assigning extended properties to identities Reports about identities Basic configuration data for identities

Creating and editing business partners for external identities Mail templates for notifications about identities

Creating and editing mail definitions for identities Base objects for mail templates about identities Editing mail templates for identities

Password policies for identities

Predefined password policies Applying identity password policies Changing the password policy for password columns Assigning password policies to departments, cost centers, locations, and business roles Editing password policies for identities Creating password policies for identities General main data for password policies Password policy settings Character classes for passwords Custom scripts for password requirements

Checking passwords with a script Generating passwords with a script

Defining the excluded list for passwords Checking identity passwords Generating passwords for testing identities Informing identities about expiring passwords Displaying locked identities and system users

Managing devices and workdesks

Basic data for device admin

Creating and editing device models

General main data for device models Inventory data for device models

Creating and editing business partners Creating and editing device statuses Creating and editing workdesk statuses Creating and editing workdesk types

Creating and editing devices

General main data for devices Device networking data

Assigning company resources to devices

Assigning devices to departments, cost centers, and locations Assigning devices to business roles

Entering service agreements and tickets for devices Displaying the device overview Creating and editing workdesks

General main data of workdesks Location information for workdesks Additional information for workdesks

Assigning company resources to workdesks

Assigning workdesks to departments, cost centers, and locations Assigning workdesks to business roles Assigning system roles directly to workdesks Assigning software directly to workdesks

Displaying the workdesk overview Assigning devices to workdesks Assigning workdesks to identities Entering tickets for workdesks Asset data for devices

Creating and editing asset classes for devices Creating and editing asset types for devices Entering investments and investment plans for devices Editing device asset data

Main data for devices' asset data Commercial data for devices

Managing resources

One Identity Manager users for managing resources Basic data for resources

Creating and editing resources Main data for resources Assigning resources to identities

Assigning resources to departments, cost centers, and locations Assigning resources to business roles Assigning resources directly to identities Adding resources to the IT Shop Adding resources in system roles

Displaying the resources overview Assigning extended properties to resources Creating and editing multi-request resources

Main data for multi-request resources

Assigning multi-request resources to identities Adding multi-request resources to the IT Shop Displaying the multi-request resource overview Reports about resources

Setting up extended properties

One Identity Manager users for managing extended properties Creating property groups for extended properties Creating and editing extended properties Main data for extended properties Assigning extended properties to property groups Assigning additional property groups to extended properties Specifying scope limits for extended properties Assigning objects to extended properties Displaying the extended properties overview

Configuration parameters for managing departments, cost centers, and locations Configuration parameters for managing identities Configuration parameters for managing devices and workdesks

Assigning workdesks to business roles

NOTE: This function is only available if the Business Roles Module is installed.

Assign the workdesk to business roles so that the workdesk obtains its company resources through these business roles. To assign company resources to business roles use the corresponding business role tasks. For more information about working with business roles, see the One Identity Manager Business Roles Administration Guide.

To assign a workdesk to business roles (secondary assignment; default method)

In the Manager, select the Devices & Workdesks > Workdesks > Names category.
Select the workdesk in the result list.
Select the Assign business roles task.
In the Add assignments pane, select the role class and assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.

To remove an assignment
- Select the business role and double-click .
Save the changes.

To assign a workdesk to business roles (primary assignment)

In the Manager, select the Devices & Workdesks > Workdesks > Names category.
Select the workdesk in the result list.
Select the Change main data task.
In the Primary business role menu, select the business role to assign to the workdesk.
Save the changes.

Related topics

Assigning company resources to workdesks

Assigning system roles directly to workdesks

NOTE: This function is only available if the System Roles Module is installed.

System roles can be assigned directly or indirectly to a contact. Indirect assignment is carried out by assigning workdesks and system roles to company structures, such as departments, cost centers, locations, or business roles. For more information about working with system roles, see the One Identity Manager System Roles Administration Guide.

To react quickly to special requests, you can assign system roles directly to a workdesk.

To assign system roles to a workdesk

In the Manager, select the Devices & Workdesks > Workdesks > Names category.
Select the workdesk in the result list.
Select the Assign system roles task to assign system roles directly to the workdesk.
In the Add assignments pane, assign system roles.
TIP: In the Remove assignments pane, you can remove assigned system roles.

To remove an assignment
- Select the system role and double-click .
Save the changes.

Related topics

Assigning software directly to workdesks

NOTE: This function is only available if the Software Management Module is installed.

Software can be assigned directly or indirectly to a workdesk. Indirect assignment is carried out by assigning workdesks and software to company structures, such as departments, locations, or business roles. For more information about working with software, see the One Identity Manager Software Management Administration Guide.

To react quickly to special requests, you can assign software directly to a workdesk.

To assign software to a workdesk

In the Manager, select the Devices & Workdesks > Workdesks > Names category.
Select the workdesk in the result list.
Select the Assign software task.
In the Add assignments pane, assign software.
TIP: In the Remove assignments pane, you can remove assigned software.

To remove an assignment
- Select the software and double-click .
Save the changes.

Related topics

Displaying the workdesk overview

Use this task to obtain an overview of the most important information about a workdesk.

To obtain an overview of a workdesk

In the Manager, select the Devices & Workdesks > Workdesks > Names category.
Select the workdesk in the result list.
Select the Workdesk overview task.

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