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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
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 my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Search

Many of the pages provide a function to search for objects in context.

TIP: The search does not take upper and lower case into account.

There are certain rules that enable a successful global search in the Web Portal. These are described in the following table using examples.

Table 6: Rules with examples for searching in the Web Portal
Example Description

Sam User

Finds Sam User but not Sam Identity.

Search results must contain all of the separate terms in the query. A logical AND is used.

Sam OR Identity

Finds Sam User and Pat Identity.

Placing OR between the search terms acts as a logical OR operator. The results of this search contain at least one of the two search terms.

Sam NOT User

Finds Sam Identity but not Sam User.

The results of this search do not contain the term that comes after NOT.

U*

Finds User1 and User2.

The * functions as a wildcard for any number of characters to complete the term.

Use?

Finds User but not User1.

The ? functions as a wildcard for a single character to complete the term.

"Sam User"

Provides results in which the search terms Sam and User follow one another.

Results of this search contain the string in quotes as phrase.

Sam User~

Finds Sam User and also other similar results. A tilde ~ after the search term indicates that the search should also find similar results. This means that incorrectly spelled terms can be found, as well.

You can specify the level of similarity by adding a number between 0 and 1 (with decimal point) after the tilde ~. The higher the number, the more similar the results.

Detailed information about this topic

Context searching

The context search is available to you where multiple items are listed.

To run a context search

  1. In the Search field, enter the search term.

    Any results matching your query are displayed.

  2. (Optional) To clear the search, click (Reset filter).

  3. (Optional) To save a search term as a filter, press the Enter key after you have entered the corresponding term.

Switching languages

In the Web Portal, you can specify which language you want to use for the Web Portal.

NOTE: If you have not explicitly assigned a language in the Web Portal, the language used by your browser will be adopted.

NOTE: Your system might be configured to use the language that your browser always uses. In this case, the configuration described in the following only applies to emails the Web Portal sends.

To change the language of the Web Portal

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page, click the Password Questions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity drop-down.

  4. In the Language drop-down, select the language that you want to use for the Web Portal.

  5. In the Language for value formatting drop-down, select the language you want to use for date and number formats.

    For example, German dates are displayed in the format DD.MM.JJJJ (24.12.2020) and in English US format MM/DD/JJJJ (12/24/2020).

  6. Click Save.

  7. In the header, click (Profile) > User interface settings.

  8. In the User Interface Settings dialog, toggle the Use profile language switch to on.

  9. Click Save.

Displaying an overview of own identity as hyperview

You can display all relevant information about your own identity in short form in an overview. The information is represented by shapes in a hyperview.

To display your own identity's overview

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page, click the Hyperview tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity drop-down.

  4. (Optional) To display an overview of the entitlements that are assigned to you, on the Hyperview tab, enable the Assigned entitlements option.

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