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Identity Manager 9.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Custom filter conditions

In some places in the Web Portal you can create custom filter conditions.

The wizard is available to you at different places in the Web Portal.

To use the wizard, first select a property then specify a comparison operator and a comparison value.

Comparison operators

You can use the following operators to define a condition. The type of comparison operator depends on the selected property.

Table 6: Comparison operators

Value type

Operator

Description

Text value

is equal to

Finds the same text value.

precedes the word in the alphabet

Finds all results that occur before the entered text in alphabetical order.

follows the word in the alphabet

Finds all results that occur after the entered text in alphabetical order.

not equal

Finds all results that are not the same as the entered text.

is contained in

Finds all results that include one of the given text values.

Click Add new value to add another value.

contains

Finds all results that contain the text value.

starts with

Finds all results that begin with the entered text value.

ends with

Finds all results that end with the entered text value.

is equal or precedes the word in the alphabet

Finds all results that either contain the entered text value or occur before the entered text value in alphabetical order.

is equal or follows the word in the alphabet

Finds all results that either contain the entered text value or occur after the entered text value in alphabetical order.

Numerical value

is less than

Finds all results that are smaller than the entered numerical value.

is greater than

Finds all results that are larger than the entered numerical value.

is equal to

Finds all results that are the same as the entered numerical value.

is less or equal

Finds all results that are less than or equal to the entered numerical value.

is greater than or equal

Finds all results that are greater than or equal to the entered numerical value.

not equal

Finds all results that are not the same as the entered numerical value.

Date value

older than

Finds all results that are older than the given date.

younger than

Finds all results that are younger than the given date.

is equal to

Finds all results that are the same as the given date.

older than or equal to

Finds all results that are greater than or equal to the given date.

younger than or equal to

Finds all results that are younger than or equal to the given date.

is not equal to

Finds all results that are not the same as the given date.

Boolean value

Property is activated

If the switch is set, all results are searched for where this property is enabled.

If the switch is not set, all results are searched for where this property is disabled.

Comparison values

You can enter a date, numeric, or text value as a comparison value. The input of the value type depends on the selected column.

You can enter date values as relative (in hours, days, months, or years) but also as absolute values (fixed date).

Boolean values

Set the switch to display all data sets with this property is enabled.

Do not set the switch to display all data sets with this property is disabled.

Link conditions

To link conditions you can use the logical operators AND and OR.

Displaying the address book

If you need information about an identity such as the phone number or location, you can use the address book.

To display the address book

  1. In the header, click (Profile) > Address Book.

    This displays the address book and all identities.

  2. (Optional) On the Address Book page, click an identity.

    In the Edit Identity Data pane, there are further details about the identity.

Managing password questions

If you forget your password, you can change it at any time in the Web Portal (see Changing passwords). To do this, you need to define individual questions that only you can answer.

If your password questions are answered incorrectly several times, they may be locked (depending on the system configuration). You can reset locked password questions at any time.

TIP: Once a password question is locked because you answered it incorrectly, you will be asked to answer another password question. This is repeated until there are not enough (unlocked) password questions left. To be on the safe side, make sure you create enough password questions.

If the Web Portal is configured accordingly, password questions are deleted after successful use.

Detailed information about this topic

Creating password questions

You can create new password questions.

To create new a password question

  1. In the header, click (Profile) > Profile.

  2. On the Profile Settings page click the Password Questions tab.

  3. (Optional) If you have other subidentities besides your main identity, you can select identities from the Identity menu.

  4. On the Password Questions tab, click Create password question.

  5. In the Create Password Question pane, enter the following:

    • Question: Enter your question.

    • Answer: Enter the answer to your question (above).

    • Repeat answer: Enter the answer to your question again.

  6. Click Save.

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