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Identity Manager 9.2.1 - Identity Management Base Module Administration Guide

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Basics for mapping company structures in One Identity Manager

Hierarchical role structure basic principles

Inheritance directions within a hierarchy Discontinuing inheritance

Basic principles for assigning company resources

Direct company resource assignments Indirect company resource assignments

Secondary assignment of company resources Primary assignment of company resources

Assigning company resources through dynamic roles Assigning company resources through IT Shop requests

Basics of calculating inheritance

Calculating inheritance by hierarchical roles Calculation of assignments

Preparing hierarchical roles for company resource assignments

Possible assignments of company resources through roles Permitting assignments of identities, devices, workdesks, and company resources to roles Blocking inheritance using roles Preventing identities, devices, or workdesks from inheriting individual roles Preventing inheritance to individual identities, devices, or workdesks Inheritance exclusion: Specifying conflicting roles

Creating and editing dynamic roles Tips about conditions for dynamic roles Testing dynamic role conditions Calculating role memberships for dynamic roles

Schedules for calculating dynamic roles

Creating and editing dynamic role schedules Starting dynamic role schedules immediately Assigning dynamic roles to schedules

Calculating dynamic roles immediately if objects change Calculating role memberships for dynamic roles immediately Editing properties for immediate recalculation Excluding dynamic roles from recalculation

Excluding identities from dynamic roles

Removing identities from the exclusion list Main data of exclude lists for dynamic roles

Displaying the dynamic role overview Main data for dynamic roles

Departments, cost centers, and locations

One Identity Manager users for managing departments, cost centers, and locations Basic information for departments, cost centers, and locations

Role classes for departments, cost centers, and locations

Assigning role types to role classes for departments, cost centers, and locations

Role types for departments, cost centers, and locations

Creating role types for departments, cost centers, and locations Assigning role classes to role types for departments, cost centers, and locations

Functional areas for departments, cost centers, and locations Attestors for departments, cost centers, and locations Approvers and approvers (IT) for departments, cost centers, and locations

Creating and editing departments

General main data for departments Contact data for departments Functional area and risk assessment for departments

Creating and editing cost centers

General main data for cost centers Functional area and risk assessment for cost centers

Creating and editing locations

General main data for locations Location address information Configuring location networks Directions to location Functional area and risk assessment for locations

Setting up IT operating data for departments, cost centers, and locations

Modify IT operating data

Assigning identities, devices, and workdesks to departments, cost centers, and locations Assigning company resources to departments, cost centers, and locations Creating dynamic roles for departments, cost centers, and locations Dynamic roles with incorrectly excluded identities Assign organizations Specifying inheritance exclusion for departments, cost centers, and locations Assigning extended properties to departments, cost centers, and locations Certifying departments, cost centers, and locations Reports about departments, cost centers, and locations

Identity administration

One Identity Manager users for managing identities Basics for managing identities

Main identities and subidentities Identity's central user account Identity's default email address Identity's central password

Creating and editing identities

General main data of identities Organizational main data of identities Address data for identities Miscellaneous main data of identities

Assigning company resources to identities

Assigning identities to departments, cost centers, and locations Assigning identities to business roles Adding identities to IT Shop custom nodes Assigning application roles to identities Assigning resources directly to identities Assigning system roles directly to identities Assigning subscribable reports directly to identities Assigning software directly to identities

Displaying the origin of identities' roles and entitlements Analyzing role memberships and identity assignments Deactivating and deleting identities

Temporarily deactivating identities Permanently deactivating identities Reactivate permanently deactivated identities Deferred deletion of identities

Deleting all personal data Limited access to One Identity Manager Changing the certification status of identities Displaying the identities overview Displaying and deleting identities' Webauthn security keys Determining the language for identities Determining identities working hours Manually assigning user accounts to identities Entering tickets for identities Assigning extended properties to identities Reports about identities Basic configuration data for identities

Creating and editing business partners for external identities Mail templates for notifications about identities

Creating and editing mail definitions for identities Base objects for mail templates about identities Editing mail templates for identities

Password policies for identities

Predefined password policies Applying identity password policies Changing the password policy for password columns Assigning password policies to departments, cost centers, locations, and business roles Editing password policies for identities Creating password policies for identities General main data for password policies Password policy settings Character classes for passwords Custom scripts for password requirements

Checking passwords with a script Generating passwords with a script

Defining the excluded list for passwords Checking identity passwords Generating passwords for testing identities Informing identities about expiring passwords Displaying locked identities and system users

Managing devices and workdesks

Basic data for device admin

Creating and editing device models

General main data for device models Inventory data for device models

Creating and editing business partners Creating and editing device statuses Creating and editing workdesk statuses Creating and editing workdesk types

Creating and editing devices

General main data for devices Device networking data

Assigning company resources to devices

Assigning devices to departments, cost centers, and locations Assigning devices to business roles

Entering service agreements and tickets for devices Displaying the device overview Creating and editing workdesks

General main data of workdesks Location information for workdesks Additional information for workdesks

Assigning company resources to workdesks

Assigning workdesks to departments, cost centers, and locations Assigning workdesks to business roles Assigning system roles directly to workdesks Assigning software directly to workdesks

Displaying the workdesk overview Assigning devices to workdesks Assigning workdesks to identities Entering tickets for workdesks Asset data for devices

Creating and editing asset classes for devices Creating and editing asset types for devices Entering investments and investment plans for devices Editing device asset data

Main data for devices' asset data Commercial data for devices

Managing resources

One Identity Manager users for managing resources Basic data for resources

Creating and editing resources Main data for resources Assigning resources to identities

Assigning resources to departments, cost centers, and locations Assigning resources to business roles Assigning resources directly to identities Adding resources to the IT Shop Adding resources in system roles

Displaying the resources overview Assigning extended properties to resources Creating and editing multi-request resources

Main data for multi-request resources

Assigning multi-request resources to identities Adding multi-request resources to the IT Shop Displaying the multi-request resource overview Reports about resources

Setting up extended properties

One Identity Manager users for managing extended properties Creating property groups for extended properties Creating and editing extended properties Main data for extended properties Assigning extended properties to property groups Assigning additional property groups to extended properties Specifying scope limits for extended properties Assigning objects to extended properties Displaying the extended properties overview

Configuration parameters for managing departments, cost centers, and locations Configuration parameters for managing identities Configuration parameters for managing devices and workdesks

Creating and editing mail definitions for identities

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

Mail texts can be defined in these different languages in a mail template. This ensures that the language of the recipient is taken into account when the email is generated.

To create a new mail definition

In the Manager, select the Identities > Basic configuration data > Mail templates category.

Select a mail template in the result list and run the Change main data task.
In the result list, select the language for the mail definition in the Language menu.

All active languages are shown. To use another language, in the Designer, enable the corresponding countries. For more information, see the One Identity Manager Configuration Guide.
Enter the subject in Subject.
Edit the mail text in the Mail definition view with the help of the Mail Text Editor.
Save the changes.

To edit an existing mail definition

In the Manager, select the Identities > Basic configuration data > Mail templates category.

Select a mail template in the result list and run the Change main data task.
In the Mail definition menu, select the language for the mail definition.

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.
Edit the mail subject line and the body text.
Save the changes.

Related topics

Base objects for mail templates about identities

Base objects for mail templates about identities

Entering a base object in a mail template is only required if properties of the base object are referenced in the mail definition.

In the subject line and body text of a mail definition, you can use all properties of the object entered under Base object. You can also use the object properties that are referenced by foreign key relation.

To access properties use dollar notation. For more information, see the One Identity Manager Configuration Guide.

Related topics

Editing mail templates for identities

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.

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Creating and editing mail templates

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Copying mail templates

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Displaying mail previews

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Deleting mail templates

Related topics

Creating and editing mail definitions for identities

Password policies for identities

One Identity Manager provides you with support for creating complex password policies, for example, for system user passwords, the identities' central password as well as passwords for individual target systems. Password polices apply not only when the user enters a password but also when random passwords are generated.

Predefined password policies are supplied with the default installation that you can use or customize if required. You can also define your own password policies.

Detailed information about this topic

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