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Identity Manager 9.0 LTS - IT Shop Administration Guide

Setting up an IT Shop solution
One Identity Manager users in the IT Shop Implementing the IT Shop Using the IT Shop with the Application Governance Module Requestable products Preparing products for requesting Assigning and removing products Preparing the IT Shop for multi-factor authentication Assignment requests Delegations Creating IT Shop requests from existing user accounts, assignments, and role memberships Adding system entitlements automatically to the IT Shop Deleting unused application roles for product owners
Approval processes for IT Shop requests
Approval policies for requests Approval workflows for requests Determining effective approval policies Selecting responsible approvers Request risk analysis Testing requests for rule compliance Approving requests from an approver Automatically approving requests Approval by peer group analysis Gathering further information about a request Appointing other approvers Escalating an approval step Approvers cannot be established Automatic approval on timeout Halting a request on timeout Approval by the chief approval team Approving requests with terms of use Using default approval processes
Request sequence Managing an IT Shop
IT Shop base data Setting up IT Shop structures Setting up a customer node Deleting IT Shop structures Restructuring the IT Shop Templates for automatically filling the IT Shop Custom mail templates for notifications Request templates Recommendations and tips for transporting IT Shop components with the Database Transporter
Troubleshooting errors in the IT Shop Configuration parameters for the IT Shop Request statuses Examples of request results

Deleting shelf templates

If a shelf template is deleted, the QER | ITShop | Templates | DeleteRecursive configuration parameter is taken into account. If the configuration parameter is set, you can delete a shelf template without requiring any further steps. When this shelf template is deleted, the shelves and products connected with this template are also deleted from the shops. Pending requests in these shelves are closed; approved requests are canceled. If the parameter is not set, templates cannot be deleted as long as shelves reference it.

To delete shelf templates recursively

  1. In the Designer, set the QER | ITShop | Templates | DeleteRecursive configuration parameter.

  2. In the Manager, select the IT Shop > Shelf templates category.

  3. Select a shelf template in the result list.

  4. Click in the result list.

    The next time the DBQueue Processor runs, the shelves and products connected with this template are also deleted from the shops. Pending requests from these shelves are closed, approved request are canceled.

If the configuration parameter is not set, proceed as follows to delete the shelf template:

To delete a global shelf template

  1. In the Manager, select the IT Shop > Shelf templates category.

  2. Select the global shelf template in the result list.

  3. Remove all assigned products.

  4. Save the changes.

    All assignments of these products to shelves are removed when the DBQueue Processor runs the next time. Then, the shelf template can be deleted.

  5. Click in the result list.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

To delete a special shelf template

  1. In the Manager, select the IT Shop > Shelf templates category.

  2. Select the special shelf template in the result list.

  3. Remove all assigned products.

  4. Save the changes.

    All assignments of these products to shelves are removed when the DBQueue Processor runs the next time.

  5. Remove all assignments of the shelf template to shops and shopping center templates.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

  6. Click in the result list.

To delete a shopping center template

  1. In the Manager, select the IT Shop > Shelf templates category.
  2. Select the shopping center template in the result list.

  3. Delete all shopping center assignments.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

  4. Delete all special shelf template assignments to the shopping center template.

  5. Click in the result list.

Detailed information about this topic

Custom mail templates for notifications

Mail templates are used to send email messages to requesters and approvers.

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

A mail template consists of general main data such as target format, importance, or mail notification confidentiality, and one or more mail definitions. Mail text is defined in several languages in the mail template. This ensures that the language of the recipient is taken into account when the email is generated.

Related topics

Creating and modifying IT Shop mail templates

To create and edit mail templates

  1. In the Manager, select the IT Shop > Basic configuration data > Mail templates category.

    The result list shows all the mail templates that can be used for IT Shop requests.

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

    - OR -

    Click in the result list.

    This opens the mail template editor.

  2. Edit the mail template.

  3. Save the changes.
Detailed information about this topic

General properties of mail templates

The following general properties are displayed for a mail template.

Table 76: Mail template properties

Property

Meaning

Mail template

Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the button.

Base object

Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced.

Use the PersonWantsOrg or PWOHelperPWO base object for notifications in the IT Shop.

Report (parameter set)

Report, made available through the mail template.

Description

Mail template description. Translate the given text using the button.

Target format

Format in which to generate email notification. Permitted values are:

  • HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format.

  • TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported.

Design type

Design in which to generate the email notification. Permitted values are:

  • Mail template: The generated email notification contains the mail body in accordance with the mail definition.

  • Report: The generated email notification contains the report specified under Report (parameter set) as its mail body.

  • Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a PDF file.

Importance

Importance for the email notification. Permitted values are Low, Normal, and High.

Confidentiality

Confidentiality for the email notification. Permitted values are Normal, Personal, Private, and Confidential.

Can unsubscribe

Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal.

Deactivated

Specifies whether this mail template is disabled.

Mail definition

Selects the mail definition in a specific language.

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.

Language

Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated.

Subject

Subject of the email message.

Mail body

Content of the email message.

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