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Identity Manager 9.2 - Web Designer Web Portal User Guide

General tips and getting started Managing reports Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you Auditing requests Escalated requests
Managing attestations Attestors for attestation cases My attestation cases Pending attestations Displaying attestation history Managing attestation inquiries directed at you Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Managing task delegations Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (menu description) My requests (menu description) Profile (menu description) Help (menu description) Request (menu description) Attestation (menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Identities (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (menu description) Responsibilities (menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Tickets (menu description)

Showing other columns

You can blend in other columns you want to see in your view.

MOBILE: This function is only available in the list view of the mobile interface.

To include other columns in the table

  1. Click View settings > Additional columns.

    This opens Additional columns.

  2. Enable the check box next to the column you wish to display.

  3. Click Apply.

    Now you can see the selected columns in the table and use them.

Saving views

If you have modified a view and think you might want to use it at a later date, you can save the view settings.

NOTE: The saved view is only available at the location where you saved it.

To save the current view

  1. Click View Settings > Save current view.

    This opens the Save current view dialog.

  2. Enter a name for the view in the field.

  3. Click Save.

TIP: You can select and apply the saved view at any time under View settings.

Deleting saved views

You can delete saved views in view settings.

NOTE: The saved view is only available at the location where you saved it.

To delete a saved view

  1. Click View settings > Edit list.

    This opens the dialog Edit view settings.

  2. Click after the view setting that you want to delete.

    The deleted view setting is removed from the dialog and you cannot select it in the menu anymore.

Exporting views

You can save a view in PDF or CSV format, or as a website for use as a report. This function is available at different points in your web application. For more information, see Exporting reports.

NOTE: You cannot export more than 100 000 data sets. If there are more data set, only the first 100 000 are exported.

To export a view

  1. Click View settings > Export this view.

    This opens the dialog Export this view.

  2. Select one of the following options:

    • Export as PDF: exports the view as a PDF file.

    • Export as CSV: exports the view as a CSV file.

    • Display as website: exports the view as a report in HTML format.

  3. (Optional) Enable the following check boxes:

    • All pages: All pages of the view were exported. If this setting is not enabled, only the current page is exported.

    • Remove header: Removes the first row of the table. This row contains the column names.

      NOTE: This setting is only available if you selected the option Export as CSV in the previous step.

  4. Click Export.

    Exports the view.

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