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Identity Manager 9.1 - 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

Moving shelves to other shops

NOTE: Default shelves cannot be moved.

To move a shelf to another shop

  1. In the Manager, select the IT Shop > IT Shop > <shop> category or the IT Shop > IT Shop > <shopping center> > <shop> category.

  2. Select the shelf in the result list.

  3. Select the Move to another shop task.

  4. Select the shop to move the shelf to.

  5. Click OK.
Related topics

Moving products to another shelf

A product can be moved to another shelf. If the shelf is in another shop, the system checks whether the request recipient is also a customer in the new shop.

NOTE: Standard products cannot be moved.

To move a product to another shelf

  1. In the Manager, select the IT Shop > IT Shop > <shop> > Shelf: <shelf> or the IT Shop > IT Shop > <shopping center> > <shop> > Shelf: <shelf> category.

  2. Select an object in the result list.

  3. Select the Move to another shelf task.

  4. Select the new shelf.

  5. Click OK.

To move multiple products to another shelf

  1. In the Manager, select the IT Shop > IT Shop > <shop> category or the IT Shop > IT Shop > <shopping center> > <shop> category.

  2. Select the shelf in the result list.

  3. Select the Move products to another shelf task.

  4. Select the shelf to move the products to.

  5. Select which products to move.

  6. Click OK.
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Templates for automatically filling the IT Shop

You can create templates for setting up shelves automatically. Use templates when you want to set up shelves in several shops or shopping centers with the same products.

Table 73: Templates overview

Template

Description

Global shelf templates

A global shelf template is automatically distributed to all shops within the IT Shop solution. A corresponding shelf with products is added to each shop. If a new shop is created within the IT Shop solution, the global shelf template is immediately applied to the shop.

NOTE: Global shelf templates are not distributed to default shops.

Special shelf templates

A special shelf template is manually assigned to one or more shops. A corresponding shelf with products is added in these shops. A special template can be distributed additionally to shopping center templates.

Shopping center templates

A shopping center template references one or more shopping centers. You can only assign shopping center template to shopping center. Once you assign a special shelf template to a shopping center template, a corresponding shelf is added to all the shops in the shopping center.

In order to simplify understanding, these templates are given the umbrella term shelf templates in the following.

To use shelf templates

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

    NOTE: If you disable the configuration parameter at a later date, model components and scripts that are not longer required, are disabled. SQL procedures and triggers are still carried out. For more information about the behavior of preprocessor relevant configuration parameters and conditional compiling, see the One Identity Manager Configuration Guide.

The following is valid for all shelf templates:

  • If a template is modified, the changes are passed on to all shelves created from this shelf template.

  • If a shelf template is deleted, all the shelves that originated from it are deleted from the shop. Outstanding requests are completed.

  • Shelf templates can only be deleted when their assigned products and approval policies have been removed.

The following diagram illustrates the shelf templates that can be set up, their assignments, and the resulting IT Shop solution.

Figure 12: Assigning shelf templates

Using shelf templates in an IT Shop solution

To create different shelf templates and implements in an IT Shop solution, do the following:

Global shelf templates

  1. Create a global shelf template.

  2. Assign products and approval policies to global shelf template.

The global shelf template is automatically reproduced in all shops in IT Shop. The shelves that created are linked to the global shelf template from which they originate. The products are transferred from the template to the shelf that is created from the template.

NOTE: Global shelf templates are not distributed to default shops.

Special shelf template

  1. Create a special shelf template.

  2. Assign products and approval policies to the special shelf template.

  3. Assign the special shelf template to one or more shops.

The special shelf template is automatically copied to all shops in the IT Shop. The shelves that created are linked to the special shelf template from which they originate. The products are transferred from the template to the shelf that is created from the template.

Shopping center template

  1. Create a shopping center template.

  2. Create a special shelf template.

  3. Assign products and approval policies to the special shelf template.

  4. Assign the special shelf template to the shop center template.

  5. Assign the shopping center template to the desired shopping centers.

The special shelf template is automatically copied to the shopping center template. Subsequently, the shelf created form the shopping center template is distributed to all the shops in the shopping center. The shelves that are created obtain a link to the shelf that they originated from.

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