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Identity Manager 8.2 - Identity Management Base Module Administration Guide

Basics for mapping company structures in One Identity Manager 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 Creating and editing departments Creating and editing cost centers Creating and editing locations Setting up IT operating data for departments, cost centers, and locations Assigning employees, 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 employees Assign organizations Specifying inheritance exclusion for departments, cost centers, and locations Assigning extended properties to departments, cost centers, and locations Reports about departments, cost centers, and locations
Employee administration
One Identity Manager users for employee administration Basic data for employee main data Employee's central user account Employee's default email address Employee's central password Mapping multiple employee identities Password policies for employees Creating and editing employees Disabling and deleting employees Deleting all employee related data Limited access to One Identity Manager Changing the certification status of employees Assigning company resources to employees Displaying the origin of employees' roles and entitlements Analyzing role memberships and employee assignments Displaying the employees overview Displaying and deleting employees' Webauthn security keys Determining the language for employees Determining employees working hours Manually assigning user accounts to employees Entering calls for employees Assigning extended properties to employees Employee reports
Managing devices and workdesks Managing resources Setting up extended properties Configuration parameters for managing departments, cost centers, and locations Effective configuration parameters for setting up employees Configuration parameters for managing devices and workdesks

General main data for device models

Enter the following general main data of a device model.

Table 42: Device model main data

Property

Description

Device model

Name of the device model.

Device type

Type of the device. During the setup of new device, the device model's device type filters the forms that are available for handling main data.

Company

Name of manufacturer. Use the next to the field to add a new company. For more information, see Creating and editing business partners.

NOTE: Only the companies that are marked as manufacturers can be selected. When a new device is added, the company named as manufacturer in the device model is used for the device.

Service item

If you assigned a service item to the device model, the usage of the device model can be booked internally. Use the next to the field to add a new service item.

Website

Manufacturers Website. Click the button to display the manufacturer's website in the default web browser.

Description

Text field for additional explanation.

Additional data

Text field for additional explanation.

PC

Specifies whether, in principle, the device can be used as a PC in the sense of workstation.

Server

Specifies whether the device is used as a server.

Local peripheral

Specifies whether this device type is a local peripheral to attach to a PC.

Deactivated

Specifies whether the device model is in use or not.

NOTE: Only device models which are enabled can be assigned in One Identity Manager. If a device model is deactivated, assignment of the device model is not permitted. However, existing assignments remain intact.

Inventory data for device models

You can enter the following inventory and asset data for a device model.

NOTE: Prices are given to 2 decimal places by default. The number of decimal places to enter can be modified in the Designer. For more information, see the One Identity Manager Configuration Guide.

Table 43: Inventory data for a device model
Property Description

Default supplier

Name of supplier. For more information, see Creating and editing business partners.

Employee

Employee responsible for the purchase.

Alternative device model

Alternative device model.

Warranty [months]

Standard manufacturer warranty in months.

Additional guarantee [months]

Additional manufacturer guarantee in months.

Usage [months]

Estimated period of use.

Minimum stock

Minimum level of stock in storage.

Maximum stock

Maximum level of stock in storage.

Item number

Article number at suppliers.

Request units

Measurement units for requests.

Minimum request quantity

Minimum quantity for requests.

Last quote date

Last quote date.

Price of last offer

Price of last offer.

Last delivery date

Last delivery date.

Price of last delivery

Price of last delivery.

Creating and editing business partners

Enter data for external companies that might be used as manufacturers, suppliers, or leasing partners.

To create or edit a business partner

  1. In the Manager, select the Devices & Workdesks > Basic configuration data > Business partners category.

  2. In the result list, select a company and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the business partner's main data.

  4. Save the changes.

Enter the following data for a company.

Table 44: General main data of a company

Property

Description

Company

Short description of the company for the views in One Identity Manager tools.

Name

Full company name.

Surname prefix

Additional company name.

Short name

Company's short name.

Contact

Contact person for the company.

Partner

Specifies whether this is a partner company.

Customer number

Customer number at the partner company.

Supplier

Specifies whether this is a supplier.

Customer number

Customers number at supplier.

Leasing partner

Specifies whether this is a leasing provider or rental firm.

Manufacturer

Specifies whether this is a manufacturer.

Remarks

Text field for additional explanation.

Table 45: Company address

Property

Description

Street

Street or road.

Building

Building

Zip code

Zip code.

City

City.

State

State.

Country

Country.

Phone

Company's telephone number.

Fax

Company's fax number.

Email address

Company's email address.

Website

Company's website. Click the button to display the web page in the default web browser.

Creating and editing device statuses

You can define the status that devices take on, for example: activated, deactivated, stored.

To create or edit a device status

  1. In the Manager, select the Devices & Workdesks > Basic configuration data > Device status category.

  2. In the result list, select a device status and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the device's main data.

  4. Save the changes.

Enter the following data for a device status.

Table 46: Device status general data
Property Description

Device status

Name of the device status.

Short description

Text field for additional explanation.

Description

Text field for additional explanation.

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