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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

Table of Contents

Managing an Epic health care system

Architecture overview One Identity Manager users for managing an Epic health care system

Setting up synchronization with an Epic health care system

Setting up the synchronization server Creating a synchronization project for initial synchronization of an Epic health care system Displaying synchronization results Customizing synchronization configuration

Updating Schemas

Post-processing outstanding objects Help for the analysis of synchronization issues Deactivating synchronization

Basic Data for managing an Epic health care system

Account definition for Epic EMP user account and Epic SER provider account

Creating Account Definitions - Master data for an Account Definition Creating manage level - Master data for manage level Master data for a manage level Creating mapping rules for IT operating data Entering IT operating data Modifying IT operating data Assigning account definition to identities Assigning account definitions to departments, cost centers, and locations Assigning an account definition to business roles Assigning account definitions to all identities Assigning account definitions directly to identities Assigning account definitions to system roles Adding account definitions in the IT Shop Assigning account definitions to a target system Deleting an account definition

Password policies for Epic EMP user account

Predefined password policies Applying password policies Editing password policies General master data for a password policy Policy settings Character classes for passwords on page Custom scripts for password requirements

Script for checking a password on page Script for generating a password Excluded list for passwords Checking Passwords

Initial password for Epic EMP user account Email notification about login data Target system managers Editing a server

Master data for jobserver Specifying server functions

Epic Connection

General Master Data for Epic Connection Assign Epic EMP Template Matrix Property Mapping Define Search criteria for Identity assignment View Epic Security Matrix for Epic EMP template Assign Epic EMP Subtemplate Matrix Property Mapping View Epic Security Matrix for Epic EMP subtemplate Configure settings for Epic EMP Subtemplate Index

Epic EMP User Accounts

Linking Epic EMP user account to identities Editing master data for Epic EMP user account

General master data for Epic EMP user account Demographic data for Epic EMP user account Password data for Epic EMP user account Template data for Epic EMP user account

Additional tasks for managing Epic EMP user account

Overview of Epic EMP user account Managing IdentityIDs for Epic EMP user account Managing External Identifiers for Epic EMP user account Managing Epic EMP user account managers Managing Demographics for Epic EMP user account

Automatic assignments of identities to Epic EMP user accounts

Editing search criteria for automatic identity assignment

Disabling Epic EMP user account Deleting and restoring Epic EMP user accounts Setting External User ID on Epic EMP user creation

Epic EMP template

Editing Epic EMP template Assigning the Epic EMP template to Epic EMP User

Assigning Epic EMP template directly to the Epic EMP User Assigning Epic EMP template to the department, cost center, and locations Assigning Epic EMP template to the business roles Assigning Epic EMP template to the IT shop

Deleting Epic EMP template

Epic EMP subtemplate

Editing the Epic EMP subtemplate Assigning the Epic EMP subtemplate to Epic EMP user

Assigning the Epic EMP subtemplate directly to the Epic EMP user Assigning Epic EMP subtemplate to the department, cost center, and locations Assigning Epic EMP subtemplate to the business roles Assigning Epic EMP subtemplate to IT shop

Deleting the Epic EMP subtemplate

Overview of Epic SER item Master data for Epic SER item Epic SER categories

Epic SER Provider accounts

Linking Epic SER provider account to identities Editing master data for Epic SER provider account

General master data for an Epic SER provider account Epic SER provider data based on Epic SER items

Additional tasks for managing Epic SER provider account Automatic assignments of identities to Epic SER provider accounts

Editing search criteria for automatic identity assignment

Direct assignment of identities to Epic SER provider accounts based on a suggestion list

Provisioning Epic SER provider onto Epic Disabling Epic SER provider account Deleting and restoring Epic SER provider accounts

Configuring deferred deletion

Epic SER Blueprints

SER blueprint report Format of the SERBlueprint.csv file Editing SER blueprint Overview of Epic SER blueprint Master data for Epic SER blueprint SER items for Epic SER blueprint Applying Epic SER blueprint to Epic SER provider

Direct Application IT Operating Data

Deleting an Epic SER blueprint

Epic SER Template

Overview of Epic SER template Master data for Epic SER template SER items for Epic SER template Applying Epic SER template to Epic SER provider Deleting Epic SER template

Security Matrix

Security Matrix for Epic EMP template

Configuring SecurityMatrix for Epic EMP template Importing SecurityMatrix for Epic EMP template

Importing the matrix using CSV import Synchronization Project Importing the matrix directly into One Identity Manager Table

Viewing the Epic EMP template Security Matrix Assignment of the Epic EMP template to Epic EMP user accounts

Security Matrix for Epic EMP subtemplate

Configuring SecurityMatrix for Epic EMP subtemplate Importing SecurityMatrix for Epic EMP subtemplate

Importing the matrix using CSV import Synchronization Project Importing the matrix directly into One Identity Manager Table

Viewing the Epic EMP Subtemplate Security Matrix Assignment of the Epic EMP subtemplate to Epic EMP user accounts

Customizing Security Matrix

Configuration parameters for managing Epic health care system Default project template for Epic

Format of the SERBlueprint.csv file

Format of the SERBlueprint.csv file

One Identity Manager requires the Epic SERblueprint.csv reports to be exported in the following format.

The first line in the report should be the SER Item Numbers with each field delimited by the pipe (|) symbol. The first column should be the blueprint Id and the second column should be the Name. The rest of the items could be in any order.

Starting from the second line the actual Epic SER blueprints need to be present with each field delimited by the pipe (|) symbol. For SER items that are multi-valued, they need to be separated by a comma (,).

IMPORTANT:

If a field value contains pipe (|), the entire field value needs to be escaped properly with double quotes (")
If a multivalued field value contains comma (,) the entire field value needs to be escaped properly with double quotes (")

Note:

The EPC module’s miscellaneous folder contains sample SER blueprint csv file for reference.

Editing SER blueprint

Editing an Epic SER blueprint

Epic SER blueprint is loaded into the One Identity Manager by synchronization. The CSV file allows you to

Add new Epic SER blueprints.
Update the SER blueprint item values.

To edit an Epic SER blueprint

In SERBlueprint.csv, modify the rows.
Run synchronization in One Identity Manger Synchronization Editor.
Epic SER blueprint data will be synchronized based on the operation performed on the SERBlueprint.csv.

Overview of Epic SER blueprint

Use this task to obtain an overview of the Epic SER blueprint.

To obtain an overview of an Epic SER blueprint

Select Epic health care | SER blueprints.
Select the Epic SER blueprint in the result list.
Select the task Epic SER blueprint overview.

The overview of Epic SER blueprint displays information for the Epic SER blueprint which includes display name, Epic SER blueprint ID and Epic connection to which Epic SER blueprint belongs.

Master data for Epic SER blueprint

Use this task to view the master data for an Epic SER blueprint.

To view master data of an Epic SER blueprint

1. Select Epic health care | SER blueprints.

2. Select the Epic SER blueprint in the result list.

3. Select the task Epic SER blueprint master data.

Table 41: Master data for Epic SER blueprint
Field	Description
Display name	Display name of the Epic SER item
Epic SER blueprint ID	Epic SER blueprint identifier from Epic target system.
Description	Epic SER blueprint description.

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