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Identity Manager 8.1.5 - Web Portal User Guide

Getting started Security keys (WebAuthn) Requests Attestation Compliance Responsibilities
My responsibilities
Employees System entitlements Business roles System roles Departments Cost centers Locations Application roles Resources Assignment resources Multi-request resources Multi-requestable/unsubscribable resources Software Devices Adding tags for service items
Task delegation Ownerships Auditing Governance administration
Applications Calls Settings Discovering your statistics on the start page

Making approval decisions about pending items

Pending items are normally, requests, inquiries, or attestations.

One way of finding pending items is by selecting the menu My actions using in the header. Pending positions are shown as menu items that you can select. A number next to a menu item indicates the number of pending items of that type and that your action is required to deal with them. This might mean, for example, that you must grant or deny approval to pending requests.

If there are no pending items to deal with or you have already dealt with them all, the white symbol is displayed.

To make approval decisions about pending items

  1. Click in the header.

  2. Select the area for making approval decisions about pending items.

  3. On the new page, do the following:

    • Approve pending items by clicking on next to the position.

    • Deny pending items by clicking on next to the position.

  4. Click Next:

  5. On the Approvals page, click Save.

Simple navigation

Simple commands

Table 3: Overview of simple commands

Tab

Navigate between single elements

Enter or, if required, Space

Confirm input

Backspace

Navigate to previous page

Alt+ Left arrow or Alt + Right arrow

Navigate to previous or next page

NOTE: Take into account that not all browsers behave the same. The shortcuts described here were set up with the help of Internet Explorer 9.

Go to start page

Table 4: Overview of key combinations for navigating

TAB

Navigate forward

Shift + TAB

Navigate backwards

Enter key

Execute an action

Search

You can use the tab key to select Search. Once the box is selected, the search entry disappears and you can enter a new term in Search. Confirm your input with Enter.

Simple elements

Table 5: Overview of the controls used

Button

Use the tab key to navigate to the control and press Enter to execute the action.

Link

Navigate to the required link with TAB and press Enter to open a new page or dialog.

Popup

Click Esc to leave the popup window without executing anything. Click Enter to execute. If there is more than one action to execute, navigate with TAB to the desired action and execute with Enter.

Menu

Navigate to the menu using TAB. The selected element changes its color. Press Alt+ Move down or Move up to expand the entire menu. Use the arrow keys to choose between the different elements. Use Tab to leave the menu. You do not need to confirm by pressing Enter or Space.

Input field

Navigate to the desired field. If text input is possible, the cursor blinks and you can write in the field. Use TAB to exit the field. You do not need to confirm by pressing Enter or Space.

Tiles

Use the tab key to navigate to the tile and press Enter to display the page's content.

Checkbox

Use the tab key to navigate to the required checkbox and press Space to enable the checkbox.

Option

Use the tab key to navigated to the required list of options. Use the arrow keys to choose between the different options. Use Tab to leave the list of options.

Installed controls

Table 6: Overview of other controls

Tree view

Use Enter to expand or collapse a tree view. A plus sign next to the tree means it can be expanded by pressing Enter. A minus sign means the element can be collapsed by pressing Enter.

Searching

A lot of views provide the option to search by the current context. For example, when you look at your list of resources, you can search specifically for one resource. You can select the simple search, where you enter a single search string, or the advanced search, where you can apply several parameter to the search.

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 7: Rules with examples for searching
Example Description

John Doe

Finds John Doe but not John Donut.

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

John OR Doe

Finds Jane Doe and John Donut.

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

John NOT Doe

Finds John but not John Doe.

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

J*

Finds John and Joanna.

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

Do?

Finds Doe but not Donut.

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

"John Doe"

Provides results in which the search terms John and Doe follow one another.

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

John Doe~

Finds Jon Does but also other similar results. A tilde ~ after the search term indicates that the search should also find similar results. The 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.

During the search, the search strings are broken down into tokens by the search index in use. The search terms are compared with these tokens.

Use the Common | Indexing | IndexNonTokenChars configuration parameter to specify which delimiters are to be used. The configuration parameter can be extended if certain characters in the search text have linking function.

If the Common | Indexing | IndexUseLegacyAnalyzer configuration parameter is enabled, alternative tokenizing is performed also. The alternative method of tokenizing is preferable for long tokens. For example, if the string "Department_01" is a token, the partial string "Department" is considered a token.

The following tokens are named.

Table 8: Tokens for alternative tokenizing
Token Description with example

Words

Sequence of letters and/or numbers

Enumeration

Words linked by punctuation marks (_-/.,) of which at least every second one contains a number.

An example is Department_01.

Sequences are also decimal numbers and IP addresses.

Email addresses

An email address is often made up of first name, last name, company name and generic top-level domain (for example .com). The order or spelling of the first and last names may vary (for example, use of initials). The special character @ and the punctuation mark (.) not only separate each part of the email address but also links them so that

Examples of email addresses are Ben.King@company.com or C.Harris@company.com.

Host names

For example, website.xyz.com

Acronym

For example, U.S.A.

Apostrophe

For example, O'Reilly

@, & surrounded by letters

For example, Me&you.

Umlauts such as ä, ö, ü For example, Max Müller.

NOTE: Changing the configuration parameter means rebuilding the search index, which may take some time.

Detailed information about this topic

Running a search

Search is available at all times in the header.

To run a search

  1. In the header, enter the search term in the field next to .

  2. In the header, click .

    The Search results view opens, displaying all the results that match your query.

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