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Identity Manager 8.1.4 - IT Shop Administration Guide

Setting up an IT Shop solution
One Identity Manager users in the IT Shop Implementing the IT Shop Requestable products Preparing products for requesting Assigning and removing products Preparing the IT Shop for multi-factor authentication Assignment requests and delegating Creating IT Shop requests from existing user accounts, assignments, and role memberships Adding Active Directory and SharePoint groups to the IT Shop automatically Adding Privileged Account Management user groups to the IT Shop automatically
Approval processes for IT Shop requests
Approval policies for requests Approval workflows for requests Determining the 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 Gathering further information about a request Appointing other approvers Escalating an approval step Approvers cannot be established Automatic approval on timeout Cancel 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 Templates for automatically filling the IT Shop Custom mail templates for notifications Request templates
Resolving errors in the IT Shop Configuration parameters for the IT Shop Request statuses Examples of request results

Assigning requestable products to shelf templates

Assign global and special shelf templates to company resources. These company resources are added as product nodes to all the shelves that are created. You can only select those company resources that are labeled with the IT Shop option and to which a service item is assigned.

Select one of the tasks in the task view to assign company resources. The tasks are only shown if the Assignments permitted and Direct assignment permitted options are enabled for the IT Shop template role class.

To assign company resources as products to a shelf

  1. In the Manager, select the IT Shop | Shelf templates category.

  2. Select the rule template in the result list.

  3. Select the Assign <company resource> task.

    In the Add assignments pane, assign company resources..

    TIP: In the Remove assignments pane, you can remove company assignments.

    To remove an assignment

    • Select the company resource and double-click .

  4. Save the changes.
Related topics

Shelf-filling wizard

Use this task to assign special shelf templates to shops and shopping centers. For more information, see Assigning shelf templates to shops and shopping center templates.

Assigning shelf templates to shops and shopping center templates

Global shelf templates are immediately distributed to all shops. Assign special shelf templates manually to shops and shopping center templates. You also need to assign shopping center templates to the desired shopping center. This assignment takes place in the shopping center.

To assign a special shelf template to shops and shopping center templates

  1. Select the Manager | Shelf templates category in the IT Shop.

  2. Select a shelf template in the result list.

  3. Select Shelf Filling Wizard.

  4. Select Create/remove shelves.

  5. In the Shelf template, select a special shelf template.

  6. Enable the shops and shopping center template to which to assign this shelf template.

  7. Click Apply.

Table 76: Settings in the shelf filling wizard

Property

Description

Create/remove shelves tab

This shows shops and shopping centers to which shelf templates can be assigned and removed again.

Shelf template

This list displays all available special shelf templates. By default, the shelf template list is preset with the name of shelf template from which the wizard is started.

Filter

This limits the number of shops and shopping center templates displayed. All entries that contain strings that are entered in the filter condition are displayed. Uppercase and lowercase are not taken into account. The filter takes effect after the shelf template has been reselected in the Shelf templates list.

The filter also affects the view on Assignment by shopping center templates.

List of Shops and Shopping Center Templates

  • To assign a shelf template, check the box next to the desired shop or shopping center template.

  • Use Assign all to assign a template to all shops and shopping center templates.

  • In order to remove the assignments from all shops, click the Remove all button.

  • You can select several entries at one time (Ctrl + left mouse button or Shift + left mouse button ) and change the assignments using the Invert selection button.

  • Click Apply to save the changes.

Assignment by shopping center templates tab

Once the DBQueue Processor has calculated the assignments, the shops in which a shelf was created from a shopping center template, are displayed on this tab. This only provides an overview. You cannot edit the assignments.

The shops displayed are limited through the filter.

Related topics

Deleting shelf templates

If a shelf template is deleted, the QER | ITShop | Templates | DeleteRecursive configuration parameter is taken into account. If the configuration parameter is set, you can delete a shelf template without requiring any further steps. When this shelf template is deleted, the shelves and products connected with this template are also deleted from the shops. Pending requests in these shelves are closed; approved requests are canceled. If the parameter is not set, templates cannot be deleted as long as shelves reference it.

To delete shelf templates recursively

  1. In the Designer, set the QER | ITShop | Templates | DeleteRecursive.

  2. In the IT Shop, select the Manager | Shelf templates category.

  3. Select a shelf template in the result list.

  4. Click in the result list.

    The next time the DBQueue Processor runs, the shelves and products connected with this template are also deleted from the shops. Pending requests from these shelves are closed, approved request are canceled.

If the configuration parameter is not set, proceed as follows to delete the shelf template:

To delete a global shelf template

  1. In the IT Shop, select the Manager | Shelf templates category.

  2. Select the global shelf template in the result list.

  3. Remove all assigned products.

  4. Save the changes.

    All assignments of these products to shelves are removed when the DBQueue Processor runs the next time. Then, the shelf template can be deleted.

  5. Click in the result list.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

To delete a special shelf template

  1. In the IT Shop, select the Manager | Shelf templates category.

  2. Select the special shelf template in the result list.

  3. Remove all assigned products.

  4. Save the changes.

    All assignments of these products to shelves are removed when the DBQueue Processor runs the next time.

  5. Remove all assignments of the shelf template to shops and shopping center templates.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

  6. Click in the result list.

To delete a shopping center template

  1. In the IT Shop, select the Manager | Shelf templates category.
  2. Select the shopping center template in the result list.

  3. Delete all shopping center assignments.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

  4. Delete all special shelf template assignments to the shopping center template.

  5. Click in the result list.

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