If IT operating data changes, you must transfer the changes to the existing user accounts. To do this, templates must be rerun on the affected columns. Before you can run the templates, you can check what effect a change to the IT operating data has on the existing user accounts. You can decide whether the change is transferred to the database in the case of each affected column in each affected database.
Prerequisites
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The IT operating data of a department, a cost center, a business role, or a location have been changed.
- OR -
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The default values in the IT operating data template were modified for an account definition.
NOTE: If the assignment of an employee to a primary department, cost center, to a primary business role or to a primary location changes, the templates are automatically run.
To run the template
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In the Manager, select the OneLogin > Basic configuration data > Account definitions > Account definitions category.
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Select an account definition in the result list.
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Select the Run templates task.
This displays a list of all user accounts that were created with the selected account definition and whose properties were changed by modifying the IT operating data. That means:
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Old value: Value of the object property before changing the IT operating data.
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New value: Value of the object property after changing the IT operating data.
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Selection: Specifies whether the new value is copied to the user account.
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Mark all the object properties in the selection column that will be given the new value.
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Click Apply.
The templates are applied to all selected user accounts and properties.
Account definitions are assigned to company employees.
Indirect assignment is the default method for assigning account definitions to employees. Account definitions are assigned to departments, cost centers, locations, or roles. The employees are categorized into these departments, cost centers, locations, or roles depending on their function in the company and thus obtain their account definitions. To react quickly to special requests, you can assign individual account definitions directly to employees.
You can automatically assign special account definitions to all company employees. It is possible to assign account definitions to the IT Shop as requestable products. Department managers can then request user accounts from the Web Portal for their staff. It is also possible to add account definitions to system roles. These system roles can be assigned to employees through hierarchical roles or added directly to the IT Shop as products.
In the One Identity Manager default installation, the processes are checked at the start to see if the employee already has a user account in the target system that has an account definition. If no user account exists, a new user account is created with the account definition’s default manage level.
NOTE: If a user account already exists and is disabled, then it is re-enabled. In this case, you must change the user account manage level afterward.
NOTE: As long as an account definition for an employee is valid, the employee retains the user account that was created by it. If the account definition assignment is removed, the user account that was created from this account definition, is deleted.
Prerequisites for indirect assignment of account definitions to employees
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Assignment of employees and account definitions is permitted for role classes (departments, cost centers, locations, or business roles).
To configure assignments to roles of a role class
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In the Manager, select role classes in the Organizations > Basic configuration data > Role classes category.
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In the Manager, select role classes in the Business roles > Basic configuration data > Role classes category.
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Select the Configure role assignments task and configure the permitted assignments.
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To generally allow an assignment, enable the Assignments allowed column.
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To allow direct assignment, enable the Direct assignments permitted column.
- Save the changes.
For more information about preparing role classes to be assigned, see the One Identity Manager Identity Management Base Module Administration Guide.
Detailed information about this topic
To add account definitions to hierarchical roles
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In the Manager, select the OneLogin > Basic configuration data > Account definitions > Account definitions category.
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Select an account definition in the result list.
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Select the Assign organizations task.
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In the Add assignments pane, assign the organizations:
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On the Departments tab, assign departments.
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On the Locations tab, assign locations.
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On the Cost centers tab, assign cost centers.
TIP: In the Remove assignments pane, you can remove assigned organizations.
To remove an assignment
- Save the changes.
Related topics
NOTE: This function is only available if the Business Roles Module is installed.
To add account definitions to hierarchical roles
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In the Manager, select the OneLogin > Basic configuration data > Account definitions > Account definitions category.
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Select an account definition in the result list.
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Select the Assign business roles task.
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In the Add assignments pane, select the role class and assign business roles.
TIP: In the Remove assignments pane, you can remove assigned business roles.
To remove an assignment
- Save the changes.
Related topics
Allow assignments to role classes of departments, cost centers, locations, or roles
.