Automatic assignments of persons to Emp user accounts
When you add a user account, an existing employee can be assigned automatically or added if necessary. In the process, the employee master data is created based for existing user master data. This mechanism can follow after a new user account has been created manually or through synchronization. Define criteria for finding employees to apply to automatic employee assignment. If a user account is linked to an employee through the current mode, the user account is given, through an internal process, the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined.
If automatic employee assignment to user accounts is enabled, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the automatic employee assignment to user accounts later, the changes only affect user accounts added or updated after this point in time. Existing employee assignment to user accounts remain intact.
Perform the following tasks to assign employees automatically.
- If you want employees to be assigned during the synchronization of user accounts, in the Designer, enable the configuration parameter TargetSystem | Epic | PersonAutoFullsync and select the required mode.
- If you want employees to be assigned outside synchronization, in the Designer activate the TargetSystem | Epic | PersonAutoDefault configuration parameter and select the required mode.
- Use the TargetSystem | Epic | PersonAutoDisabledAccounts configuration parameter to specify whether employees can be automatically assigned to disabled user accounts. User accounts do not obtain an account definition.
- Assign an account definition to the client. Ensure that the manage level to be used is entered as the default manage level.
- Define the search criteria for assigning employees to the client.
NOTE:
The following applies for synchronization
- Automatic employee assignment takes effect if user accounts are added or updated.
The following applies outside synchronization
- Automatic employee assignment takes effect if user accounts are added.
NOTE: Following a synchronization, employees are automatically created for the user accounts in the default installation. If an account definition for the client is not yet known at the time of synchronization, user accounts are linked with employees. However, account definitions are not assigned. The user accounts are therefore in a Linked state.
To manage the user accounts using account definitions, assign an account definition and a manage level to these user accounts.
To select user accounts through account definitions
- Create an account definition.
- Assign an account definition to the client.
- Assign the account definition and manage level to user accounts in linked status.
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In One Identity Manager, select Epic health care | User accounts | Linked but not configured | <Client>.
-
Select Assign account definition to linked accounts.
For detailed information about assigning employees automatically, see the One Identity Manager Target System Base Module Administration Guide.
Related Topics
Editing search criteria for automatic employee assignment
The criteria for employee assignment are defined for the client. In this case, you specify which user account properties must match the employee’s properties such that the employee can be assigned to the user account. You can limit search criteria further by using format definitions. The search criterion is written in XML notation to the Search criteria for automatic employee assignment column (AccountToPersonMatchingRule) in the EPCRoot table. Search criteria are evaluated when employees are automatically assigned to user accounts. Furthermore, you can create a suggestion list for assignments of employees to user accounts based on the search criteria and make the assignment directly.
NOTE:When the employees are assigned to user accounts on the basis of search criteria, user accounts are given the default manage level of the account definition entered in the user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined. It is not recommended to make assignment to administrative user accounts based on search criteria. Use Change master data to assign employees to administrative user account for the respective user account.
NOTE:One Identity Manager supplies a default mapping for employee assignment.
Only carry out the following steps when you want to customize the default mapping.
To specify criteria for employee assignment
- Select Epic health care | Clients.
- Select the client from the result list.
- Select Define search criteria for employee assignment in the task view.
- Specify which user account properties must match with which employee so that the employee is linked to the user account.
Table 29: : Standard search criteria for user accounts and contacts
| Apply to |
Column for employee |
Column for user account |
| Epic EMP User accounts |
FirstName |
FirstName |
| |
LastName |
LastName |
|
|
MiddleName |
MiddleName |
-
Save the changes.
Direct assignment of employees to user accounts based on a suggestion list
In Assignments, you can create a suggestion list for assignments of employees to user
accounts based on the search criteria and make the assignment directly. User accounts are grouped in different views for this.
Table 30: : Manual Assignment View
| View |
Description |
| Suggested assignments |
This view lists all user accounts to which One Identity Manager can assign an employee. All employees are shown who were found using the search criteria and can be assigned. |
| Assigned user accounts |
This view lists all user accounts to which an employee is assigned. |
| Without employee assignment |
This view lists all user accounts to which no employee is assigned and for which no employee was found using the search criteria. |
NOTE: By double-clicking on an entry in the view, you can view the user account and
employee master data.
To apply search criteria to user accounts
To assign employees directly over a suggestion list
- Click Suggested assignments.
- Click Select for all user accounts to which you want to assign the suggested employees. Multi-select is possible.
- Click Assign selected.
- Confirm the security prompt with Yes.
The employees determined using the search criteria are assigned to the selected user accounts.
– OR –
- Click No employee assignment.
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Click Select employee for the user account to which you want to assign an employee. Select an employee from the menu.
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Click Select for all user accounts to which you want to assign the selected employees. Multi-select is possible
-
. Click Assign selected.
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Confirm the security prompt with Yes.
The employees displayed in the Employee column are assigned to the selected user accounts.
To remove assignments
- Click Assigned user accounts.
- Click Select for all user accounts for which you want to delete the employee assignment. Multi-select is possible.
- Click Remove selected.
- Confirm the security prompt with Yes.
The assigned employees are removed from the selected user accounts.
For detailed information about defining search criteria, see the One Identity Manager Target System Base Module Administration Guide.
Related Topics
Automatic assignments of persons to Emp user accounts
Disabling Epic User Account
The way you disable user accounts depends on how they are managed.
Scenario
The user account is linked to employees and is managed through account definitions. User accounts managed through account definitions are disabled when the employee is temporarily or permanently disabled. The behavior depends on the user account manage level. Accounts with the manage level Full managed manage level are disabled depending on the account definition settings. For user accounts with a manage level, configure the required behavior using the template in the EPCUser.AccountDisabled column
Scenario
User accounts are linked to employees. No account definition is applied. Specify the desired behavior using the QER | Person | TemporaryDeactivation configuration parameter. If the configuration parameter is set, the employee’s user accounts are locked if the employee is permanently or temporarily disabled. If the configuration parameter is not set, the employee’s properties do not have any effect on the associated user accounts.
To disable the user account when the configuration parameter is disabled.
- In One Identity Manager, select Epic Healthcare | User accounts.
- Select the user account in the result list.
- Select Change master data.
- Enable Account is disabled on the General tab.
- Save the changes.
Scenario
User accounts not linked to employees.
To disable a user account that is no longer linked to an employee.
- In One Identity Manager, select Epic Healthcare | User accounts.
- Select the user account in the result list.
- Select Change master data.
- Enable Account is disabled on the General tab.
- Save the changes.
Related Topics
For detailed information about disabling and deleting employees and user accounts, see the One Identity Manager Target System Base Module Administration Guide.
Deleting and restoring Epic EMP user accounts
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 assignment of an account definition is removed, the user account that was created from this account definition is deleted.
To delete a user account
- Select Epic health care | User accounts.
- Select the user account in the result list.
- Delete the user account.
- Confirm the security prompt with Yes.
To restore a user account
- Select Epic health care | User accounts.
- Select the user account in the result list.
- Click Undo delete in the result list toolbar.
Configuring deferred deletion
By default, user accounts are finally deleted from the database after 30 days. The user accounts are initially disabled. You can re-enable the user accounts until deferred deletion is run. After deferred deletion is run, the user account are deleted from the database and cannot be restored anymore. The deferred deletion days can be configured to a value other than the default value, which is 30 days.
