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Identity Manager 9.2 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic EMP template Epic SubTemplate Epic Connection Epic EMP User Accounts Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Assigning EMP template to the business roles

Assign EMPTemplate to Business roles so that the EMPTemplate can be assigned to Epic User through these business roles.

To assign a EMPTemplate to a business role (non role-based login)

  1. In the One Identity Manager, select the Epic Healthcare | EMPTemplates category.
  2. Select the EMPTemplates in the result list.
  3. Select the Assign business roles task.
  4. Assign business roles in Add assignments.


    • You can remove the assignment of business roles in Remove assignments.
    • To remove an assignment, select the business role and double-click .
  5. Save the changes.

To assign EMPTemplate to a business role (role-based login)

  1. In One Identity Manager, , select the Business roles category.
  2. Select the business role in the result list.
  3. Select the Assign Epic EMP Templates task.
  4. Assign EMPTemplates in Add assignments.


    • You can remove the assignment of EMPTemplate in Remove assignments.
    • To remove an assignment, select the EMPTemplate and double-click .
  5. Save the changes.

Assigning EMP template to the IT shop

When you assign an EMPTemplate to a IT Shop shelf, it can be requested by the shop customers.


To ensure that an EMPTemplate can be requested, the following prerequisites are required

  • The EMPTemplate must be marked with the IT Shop option.
  • The EMPTemplate must be assigned a service item.

    NOTE: In the web portal, all products that can be requested are grouped together by service category. To make the EMPTemplate easier to find in the web portal, assign a service category to the service item.

  • If you only want it to be possible for the EMPTemplate to be assigned to identities through IT Shop requests, the EMPTemplate must also be labelled with the Use only in IT Shop option. Direct assignment to hierarchical roles or user accounts is no longer permitted.

    NOTE: With role-based login, the IT Shop administrators can assign EMPTemplates to IT Shop shelves.

To add an EMPTemplate to IT Shop

1. In One Identity Manager, select the Epic HealthCare | EMPTemplate category.

2. In the result list, select the EMPTemplate.

3. Select the Add to IT Shop task.

4. In Add assignments, assign the EMPTemplate to the IT Shop shelves.

5. Save the changes.

Deleting EMP template

To delete the EMPTemplate

  1. Remove the EMPTemplate from the EMPTemplate.csv file.
  2. In Synchronization Editor, run the Synchronization project.

    The EMPTemplate is marked as outstanding in One Identity Manager.

  3. Remove the the EMPTemplate assignment from the EPCUser in One Identity Manager.

  4. Delete the EMPTemplate from the outstanding object

    The EMPTemplate is deleted from the One Identity Manager database and all the associated EMPTemplate to the Epic User.

Epic SubTemplate

SubTemplate determines the access rights that a user has on an Epic System. The list of SubTemplates are exported from the target system to the file SubTemplate.csv.

SubTemplate is loaded into One Identity Manager by synchronization. You can assign and remove SubTemplate from an user in One Identity Manager. However, you cannot edit the SubTemplate in One Identity Manager.

To add SubTemplate to users, you can assign the SubTemplate directly to the users. This can be assignments of SubTemplate to departments, cost centers, location, business roles, or to the IT Shop.

SubTemplate assigned to an Epic EMP user must have a priority (also called index). SubTemplates with lower priority take precedence over higher priority. Epic EMP users can be assigned a maximum of seven SubTemplates with priority ranging from 1-7.

In case of conflicting priority in the new assignment, One Identity Manager resolves the conflict by maintaining the priority of the newly created SubTemplate while incrementing the priority of all existing SubTemplate by 1 starting from the conflicting priority.

The default value of IndexPriority can be set in One Identity Designer |Edit Configuration parameters.

Table 20: Default values of IndexPriority
Default value Description
  • This default value is used for indirect assignment
  • SubTemplateMatrixPriority This default value is used for SecurityMatrix SubTemplate assignment
    Edit default values of IndexPriority

    To edit the default values of IndexPriority

    1. In Designer, navigate to Edit Navigation Parameter.
    2. Expand Target Systems and navigate to EPC.
    3. Update the Default Values.
    Format of the CSV file SubTemplate.csv

    The CSV file SubTemplate.csv has a specific format with the following columns TemplateID and TemplateName.

    The columns in the SubTemplate.csv file are

    Table 21: Columns in the SubTemplate.csv file
    Column name Description

    SubTemplate’s External ID


    Only External ID should be used.

    TemplateName Describes the SubTemplate name


    • If the TemplateName or TemplateID field has comma (,), it must be properly escaped with double quotes.
    • Sample SubTemplate report can be found in the EPC module’s Miscellaneous folder.
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