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Identity Manager On Demand - Starling Edition Hosted - Company Policies Administration Guide

Company policies in One Identity Manager Defining company policies
Creating and editing company policies Using default company policies Deleting company policies Policy groups Compliance frameworks Schedules for checking policies Company policy attestors Policy supervisors for company policies Exception approvers for policy violations Standard reasons for policy violations Mail templates for company policy notifications
Checking company policies Automatic attestation of policy violations Mitigating controls for company policies General configuration parameter for company policies

Standard reasons for policy violations

For exception approvals, you can specify reasons in the Web Portal that explain the individual approval decisions. You can freely formulate this text. You also have the option to predefine reasons. The exception approvers can select a suitable text from these standard reasons in the Web Portal and store it with the policy violation.

To create or edit standard reasons

  1. In the Manager, select the Company Policies > Basic configuration data > Standard reasons category.

  2. Select a standard reason in the result list and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the main data of a standard reason.

  4. Save the changes.

Enter the following properties for the standard reason.

Table 11: General main data of a standard reason

Property

Description

Standard reason

Reason text as displayed in the Web Portal.

Description

Text field for additional explanation.

Automatic Approval

Specifies whether the reason text is only used for automatic approvals by One Identity Manager for policy violations. This standard reason cannot be selected by exception approvals in the Web Portal.

Do not set the option if the you want to select the standard reason in the Web Portal.

Additional text required

Specifies whether an additional reason should be entered in free text for the exception approval.

Usage type

Usage type of standard reason. Assign one or more usage types to allow filtering of the standard reasons in the Web Portal.

Related topics

Predefined standard reasons for policy violations

One Identity Manager provides predefined standard reasons. These are added to the policy violation by One Identity Manager during automatic approval. You can use the usage type to specify which standard reasons can be selected in the Web Portal.

To change the usage type

  1. In the Manager, select the Company Policies > Basic configuration data > Standard reasons > Predefined category.

  2. Select the standard reason whose usage type you want to change.

  3. Select the Change main data task.

  4. In the Usage type menu, set all the actions where you want to display the standard reason in the Web Portal.

    Unset all the actions where you do not want to display the default reason.

  5. Save the changes.
Related topics

Mail templates for company policy notifications

One Identity Manager supplies mail templates by default. These mail templates are available in English and German. If you require the mail body in other languages, you can add mail definitions for these languages to the default mail template.

To edit a default mail template

  • In the Manager, select the Company Policies > Basic configuration data > Mail templates > Predefined category.

Related topics

Creating and editing mail definitions for company policies

For more information about creating and editing mail template, see the One Identity Manager Operational Guide.

Mail texts can be defined in these different languages in a mail template. This ensures that the language of the recipient is taken into account when the email is generated.

To create a new mail definition

  1. In the Manager, select the Company Policies > Basic configuration data > Mail templates category.

    This shows all the mail templates that can be used for policy checks in the result list.

  1. Select a mail template in the result list and run the Change main data task.

  2. In the result list, select the language for the mail definition in the Language menu.

    All active languages are shown. To use another language, in the Designer, enable the corresponding countries. For more information, see the One Identity Manager Configuration Guide.

  3. Enter the subject in Subject.

  4. Edit the mail text in the Mail definition view with the help of the Mail Text Editor.

  5. Save the changes.

To edit an existing mail definition

  1. In the Manager, select the Company Policies > Basic configuration data > Mail templates category.

    This shows all the mail templates that can be used for policy checks in the result list.

  1. Select a mail template in the result list and run the Change main data task.

  2. In the Mail definition menu, select the language for the mail definition.

    NOTE: If the Common | MailNotification | DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened.

  3. Edit the mail subject line and the body text.

  4. Save the changes.
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