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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

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Managing an Epic health care system

Architecture overview One Identity Manager users for managing an Epic health care system

Setting up synchronization with an Epic health care system

Setting up the synchronization server Creating a synchronization project for initial synchronization of an Epic health care system Displaying synchronization results Customizing synchronization configuration

Updating Schemas

Post-processing outstanding objects Help for the analysis of synchronization issues Deactivating synchronization

Basic Data for managing an Epic health care system

Account definition for Epic EMP user account and Epic SER provider account

Creating Account Definitions - Master data for an Account Definition Creating manage level - Master data for manage level Master data for a manage level Creating mapping rules for IT operating data Entering IT operating data Modifying IT operating data Assigning account definition to identities Assigning account definitions to departments, cost centers, and locations Assigning an account definition to business roles Assigning account definitions to all identities Assigning account definitions directly to identities Assigning account definitions to system roles Adding account definitions in the IT Shop Assigning account definitions to a target system Deleting an account definition

Password policies for Epic EMP user account

Predefined password policies Applying password policies Editing password policies General master data for a password policy Policy settings Character classes for passwords on page Custom scripts for password requirements

Script for checking a password on page Script for generating a password Excluded list for passwords Checking Passwords

Initial password for Epic EMP user account Email notification about login data Target system managers Editing a server

Master data for jobserver Specifying server functions

Epic Connection

General Master Data for Epic Connection Assign Epic EMP Template Matrix Property Mapping Define Search criteria for Identity assignment View Epic Security Matrix for Epic EMP template Assign Epic EMP Subtemplate Matrix Property Mapping View Epic Security Matrix for Epic EMP subtemplate Configure settings for Epic EMP Subtemplate Index

Epic EMP User Accounts

Linking Epic EMP user account to identities Editing master data for Epic EMP user account

General master data for Epic EMP user account Demographic data for Epic EMP user account Password data for Epic EMP user account Template data for Epic EMP user account

Additional tasks for managing Epic EMP user account

Overview of Epic EMP user account Managing IdentityIDs for Epic EMP user account Managing External Identifiers for Epic EMP user account Managing Epic EMP user account managers Managing Demographics for Epic EMP user account

Automatic assignments of identities to Epic EMP user accounts

Editing search criteria for automatic identity assignment

Disabling Epic EMP user account Deleting and restoring Epic EMP user accounts Setting External User ID on Epic EMP user creation

Epic EMP template

Editing Epic EMP template Assigning the Epic EMP template to Epic EMP User

Assigning Epic EMP template directly to the Epic EMP User Assigning Epic EMP template to the department, cost center, and locations Assigning Epic EMP template to the business roles Assigning Epic EMP template to the IT shop

Deleting Epic EMP template

Epic EMP subtemplate

Editing the Epic EMP subtemplate Assigning the Epic EMP subtemplate to Epic EMP user

Assigning the Epic EMP subtemplate directly to the Epic EMP user Assigning Epic EMP subtemplate to the department, cost center, and locations Assigning Epic EMP subtemplate to the business roles Assigning Epic EMP subtemplate to IT shop

Deleting the Epic EMP subtemplate

Overview of Epic SER item Master data for Epic SER item Epic SER categories

Epic SER Provider accounts

Linking Epic SER provider account to identities Editing master data for Epic SER provider account

General master data for an Epic SER provider account Epic SER provider data based on Epic SER items

Additional tasks for managing Epic SER provider account Automatic assignments of identities to Epic SER provider accounts

Editing search criteria for automatic identity assignment

Direct assignment of identities to Epic SER provider accounts based on a suggestion list

Provisioning Epic SER provider onto Epic Disabling Epic SER provider account Deleting and restoring Epic SER provider accounts

Configuring deferred deletion

Epic SER Blueprints

SER blueprint report Format of the SERBlueprint.csv file Editing SER blueprint Overview of Epic SER blueprint Master data for Epic SER blueprint SER items for Epic SER blueprint Applying Epic SER blueprint to Epic SER provider

Direct Application IT Operating Data

Deleting an Epic SER blueprint

Epic SER Template

Overview of Epic SER template Master data for Epic SER template SER items for Epic SER template Applying Epic SER template to Epic SER provider Deleting Epic SER template

Security Matrix

Security Matrix for Epic EMP template

Configuring SecurityMatrix for Epic EMP template Importing SecurityMatrix for Epic EMP template

Importing the matrix using CSV import Synchronization Project Importing the matrix directly into One Identity Manager Table

Viewing the Epic EMP template Security Matrix Assignment of the Epic EMP template to Epic EMP user accounts

Security Matrix for Epic EMP subtemplate

Configuring SecurityMatrix for Epic EMP subtemplate Importing SecurityMatrix for Epic EMP subtemplate

Importing the matrix using CSV import Synchronization Project Importing the matrix directly into One Identity Manager Table

Viewing the Epic EMP Subtemplate Security Matrix Assignment of the Epic EMP subtemplate to Epic EMP user accounts

Customizing Security Matrix

Configuration parameters for managing Epic health care system Default project template for Epic

SER items for Epic SER blueprint

Use this task to view Epic SER items for the Epic SER blueprint.

To view Epic SER items of an Epic SER blueprint

1. Select Epic health care | SER blueprints.

2. Select the Epic SER blueprint in the result list.

3. Select the task Epic SER blueprint SER items.

The loaded form displays the list of Epic SER items corresponding to the selected Epic SER blueprint. It displays the Epic SER item name along with Epic SER item number and Epic SER item value.

Applying Epic SER blueprint to Epic SER provider

When an Epic SER blueprint is applied to an Epic SER provider, the Epic SER item values from the Epic SER blueprint are copied over to the corresponding Epic SER items on the Epic SER provider. The SER item values applied to the provider is governed by the configuration of override items flag and SER blueprint preferred over SER template flag on the Epic connection.

An Epic SER blueprint can be applied to the Epic SER provider in following two ways:

Direct Application
IT Operating Data

Direct Application

An Epic SER blueprint can be directly applied to an Epic SER provider either on creation or while updating the Epic SER provider.

To apply Epic SER blueprint directly to Epic SER provider

Select Epic health care | SER providers.
Select the Epic SER provider in the result list.
Select the task Change master data.
From General tab, select the Epic SER blueprint for the field Applied SER blueprint.
Click Save.

The selected Epic SER blueprint will populate all the corresponding Epic SER items.

NOTE: The overrideitems flag and SER blueprint preferred over SER template flag configured on the Epic connection governs how the SER provider’s items values are overridden when a SER blueprint is applied to a SER provider.

Related topics

General Master Data for Epic Connection

IT Operating Data

An Epic SER blueprint can be applied to an Epic SER provider through IT operating data.

Related topics

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