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Identity Manager 8.2 - IT Shop Administration Guide

Setting up an IT Shop solution
One Identity Manager users in the IT Shop Implementing the IT Shop Using the IT Shop with the Web Portal for Application Governance Requestable products Preparing products for requesting Assigning and removing products Preparing the IT Shop for multi-factor authentication Assignment requests and delegating Creating IT Shop requests from existing user accounts, assignments, and role memberships Adding Active Directory and SharePoint groups to the IT Shop automatically Adding Privileged Account Management user groups to the IT Shop automatically
Approval processes for IT Shop requests
Approval policies for requests Approval workflows for requests Determining the effective approval policies Selecting responsible approvers Request risk analysis Testing requests for rule compliance Approving requests from an approver Automatically approving requests Approval by peer group analysis Gathering further information about a request Appointing other approvers Escalating an approval step Approvers cannot be established Automatic approval on timeout Halting a request on timeout Approval by the chief approval team Approving requests with terms of use Using default approval processes
Request sequence Managing an IT Shop
IT Shop base data Setting up IT Shop structures Setting up a customer node Deleting IT Shop structures Templates for automatically filling the IT Shop Custom mail templates for notifications Request templates Recommendations and tips for transporting IT Shop components with the Database Transporter
Troubleshooting errors in the IT Shop Configuration parameters for the IT Shop Request statuses Examples of request results

Canceling requests

Requests can be automatically canceled for various reasons, for example, when a specified time period has expired or if no approver can be found. The request recipient is notified.

To set up the notification procedure

  • In the approval policy, on the Mail templates tab, enter the following data.

    Mail template stopped: IT Shop request - canceled

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Escalating requests

Requests can be escalated if a specified time period has expired. If a request is escalated, the requester can be notified by email.

To set up the notification procedure

  • On the Mail templates tab of the approval step, enter the following data:

    Mail template escalation: IT Shop request - Escalation

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Delegating approvals

If, in an approval step, other approvers can be authorized to make the approval decision, the additional approvers can be prompted to approve by email. The same applies if the approval can be delegated.

To set up the notification procedure

  • On the Mail templates tab of the approval step, enter the following data:

    Mail template delegation: IT Shop Purchase order - Delegated/additional approval

    TIP: To enable approval by email, select the IT ShopRequest - delegated/additional approval (by email) mail template.
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Rejecting approvals

The original approver must be notified if an additional approver or employee to whom an approval has been delegated refuses the approval.

To set up the notification procedure

  • On the Mail templates tab of the approval step, enter the following data:

    Mail template rejection: IT Shop Purchase order - Reject approval

    TIP: If you allow approval by email, select the mail template IT Shop request - reject approval (by mail).
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