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Identity Manager 9.1.1 - 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 Approval recommendations 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

Request templates

If you want to request products in the Web Portal, select the products you want from a service catalog and place them in the cart. The products remain in the cart until you send the request. You can save all the products in your cart or just individual ones in a request template so that you can reuse the products in the cart for future requests. You can add or delete products to request templates at anytime.

To use a request template

  • In the Designer, set the QER | ITShop | ShoppingCartPattern configuration parameter.

You can create request templates in the Web Portal and in the Manager. In the following you will learn how to set up request templates with the Manager. For more information about how to set up request templates in the Web Portal, see the One Identity Manager Web Designer Web Portal User Guide.

Creating and modifying request templates

To edit a request template

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

  2. In the result list, select a request template and run the Change main data task.

    - OR -

    Click in the result list.

  3. Edit the request template's main data.

  4. Save the changes.
Detailed information about this topic

General main data of a request template

Enter the following properties on the General tab.

Table 81: General main data of a request template

Property

Description

Request template

Name of the request template.

Name

Any additional name for the request template.

Short name

Short name for the request template.

Voucher number

A combination of any characters to uniquely identify the request template. If you leave this field empty, One Identity Manager automatically allocates a number when you save.

Owner

Owner of the request template. The employee that created the template is automatically entered as the owner. This value can be changed at any time.

Description

Text field for additional explanation.

Public template

Specifies whether the request template is available to all One Identity Manager users.

Shared

Specifies whether the request template is can be used by all One Identity Manager users. This option can only be changed in the Manager through the user with the Request & Fulfillment | IT Shop | Administrators application role.

If Public template is not set on a shared template, Shared is also disabled.

Request templates can be automatically share once Public template has been set.

To automatically share request templates

  • In the Designer, set the QER | ITShop | ShoppingCartPattern | AutoQualified configuration parameter.

Cart items

Use Cart items to assign the product.

To add a new request item to the request template

  • Click .

    The data fields for entering properties are shown.

Table 82: Cart items

Property

Description

product

Products that can be requested with this request template. All service items are shown in the menu, whose products are assigned to at least one shelf in the IT Shop.

  • To add other products to the request template, click .

  • To delete a cart item, click .

Quantity

Number of products to request.

You need to customize your Web Portal in order to use these values. For more information about this, see the One Identity Manager Web Designer Reference Guide.

Additional request data

Additional information is required for the request.

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