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Identity Manager 8.2.1 - Administration Guide for Connecting to a Universal Cloud Interface

Managing Universal Cloud Interface environments Synchronizing a cloud application in the Universal Cloud Interface Provisioning object changes Managing cloud user accounts and employees Managing memberships in cloud groups Login information for cloud user accounts Mapping cloud objects in One Identity Manager
Cloud target systems Container structures Cloud user accounts Cloud groups Cloud system entitlements Cloud permissions controls Reports about objects in cloud target systems
Handling cloud objects in the Web Portal Basic data for managing a Universal Cloud Interface environment Configuration parameters for managing cloud target systems Default project template for cloud applications in the Universal Cloud Interface

Adding account definitions in the IT Shop

An account definition can be requested by shop customers when it is assigned to an IT Shop shelf. To ensure it can be requested, further prerequisites need to be guaranteed.

  • The account definition must be labeled with the IT Shop option.

  • The account definition must be assigned to a service item.

    TIP: In the Web Portal, all products that can be requested are grouped together by service category. To make the account definition easier to find in the Web Portal, assign a service category to the service item.

  • If the account definition is only assigned to employees using IT Shop assignments, you must also set the Only for use in IT Shop option. Direct assignment to hierarchical roles may not be possible.

NOTE: IT Shop administrators can assign account definitions to IT Shop shelves if login is role-based. Target system administrators are not authorized to add account definitions in the IT Shop.

To add an account definition to the IT Shop (role-based login)

  1. In the Manager, select the Entitlements > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Add to IT Shop task.

  4. In the Add assignments pane, assign the account definitions to the IT Shop shelves.

  5. Save the changes.

To add an account definition to the IT Shop (non role-based login)

  1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Add to IT Shop task.

  4. In the Add assignments pane, assign the account definitions to the IT Shop shelves.

  5. Save the changes.

To remove an account definition from individual IT Shop shelves (role-based login)

  1. In the Manager, select the Entitlements > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Add to IT Shop task.

  4. In the Remove assignments pane, remove the account definitions from the IT Shop shelves.

  5. Save the changes.

To remove an account definition from individual IT Shop shelves (non role-based login)

  1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Add to IT Shop task.

  4. In the Remove assignments pane, remove the account definitions from the IT Shop shelves.

  5. Save the changes.

To remove an account definition from all IT Shop shelves (role-based login)

  1. In the Manager, select the Entitlements > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Remove from all shelves (IT Shop) task.

  4. Confirm the security prompt with Yes.

  5. Click OK.

    The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

To remove an account definition from all IT Shop shelves (non role-based login)

  1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

  2. Select an account definition in the result list.

  3. Select the Remove from all shelves (IT Shop) task.

  4. Confirm the security prompt with Yes.

  5. Click OK.

    The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

For detailed information about requesting company resources through the IT Shop, see the One Identity Manager IT Shop Administration Guide.

Related topics

Assigning account definitions to cloud target systems

The following prerequisites must be fulfilled if you implement automatic assignment of user accounts and employees resulting in administered user accounts (Linked configured state):

  • The account definition is assigned to the target system.

  • The account definition has the default manage level.

User accounts are only linked to the employee (Linked state) if no account definition is given. This is the case on initial synchronization, for example.

To assign the account definition to a target system

  1. In the Manager, select the target system in the Cloud target systems category.

  2. Select the Change main data task.

  3. From the Account definition (initial) menu, select the account definition for user accounts.

  4. Save the changes.

You must customize automatic assignment of employees to user accounts for custom target systems.

Detailed information about this topic

Deleting account definitions

You can delete account definitions if they are not assigned to target systems, employees, hierarchical roles or any other account definitions.

To delete an account definition

  1. Remove automatic assignments of the account definition from all employees.

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Change main data task.

    4. Select the Disable automatic assignment to employees task.

    5. Confirm the security prompt with Yes.

    6. Save the changes.

  2. Remove direct assignments of the account definition to employees.

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Assign to employees task.

    4. In the Remove assignments pane, remove employees.

    5. Save the changes.

  3. Remove the account definition's assignments to departments, cost centers, and locations.

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Assign organizations task.

    4. In the Remove assignments pane, remove the relevant departments, cost centers, and locations.

    5. Save the changes.

  4. Remove the account definition's assignments to business roles.

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Assign business roles task.

    4. In the Remove assignments pane, remove the business roles.

    5. Save the changes.

  5. If the account definition was requested through the IT Shop, it must be canceled and removed from all IT Shop shelves.

    For more detailed information about unsubscribing requests, see the One Identity Manager Web Designer Web Portal User Guide.

    To remove an account definition from all IT Shop shelves (role-based login)

    1. In the Manager, select the Entitlements > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Remove from all shelves (IT Shop) task.

    4. Confirm the security prompt with Yes.

    5. Click OK.

      The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

    To remove an account definition from all IT Shop shelves (non role-based login)

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Remove from all shelves (IT Shop) task.

    4. Confirm the security prompt with Yes.

    5. Click OK.

      The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

  6. Remove the required account definition assignment. As long as the account definition is required for another account definition, it cannot be deleted. Check all the account definitions.

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Select the Change main data task.

    4. From the Required account definition menu, remove the account definition.

    5. Save the changes.

  7. Remove the account definition's assignments to target systems.

    1. In the Manager, select the target system in the Cloud target systems category.

    2. Select the Change main data task.

    3. On the General tab, remove the assigned account definitions.

    4. Save the changes.

  8. Delete the account definition.

    1. In the Manager, select the Cloud Target Systems > Basic configuration data > Account definitions > Account definitions category.

    2. Select an account definition in the result list.

    3. Click to delete an account definition.

Assigning employees automatically to user accounts

When you add a user account, an existing employee can automatically be assigned to it. If necessary, a new employee can be created. The identity's main data is created on the basis of existing user account main data. This mechanism can be triggered after a new user account is created either manually or through synchronization.After synchronization, identities are automatically assigned to all new user accounts. If no matching identity can be found, a new identity is created using existing user main data.

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 you run this procedure during working hours, automatic assignment of employees to user accounts takes place from that moment onwards. If you disable the procedure again later, the changes only affect user accounts added or updated after this point in time. Existing employee assignments to user accounts remain intact.

NOTE: It is not recommended to assign employees using automatic employee assignment in the case of administrative user accounts. Use Change main data to assign employees to administrative user accounts for the respective user account.

For more information about assigning employees automatically, see the One Identity Manager Target System Base Module Administration Guide.

Run the following tasks to assign employees automatically:

  • If you want employees to be assigned during the synchronization of user accounts, in the Designer, set the TargetSystem | CSM | PersonAutoFullsync configuration parameter and select the required mode.

  • If you want employees to be assigned outside synchronization, in the Designer, set the TargetSystem | CSM | PersonAutoDefault configuration parameter and select the required mode.

  • In the TargetSystem | CSM | PersonExcludeList configuration parameter, define the user accounts for which no automatic assignment to employees shall take place.

    Example:

    ADMINISTRATOR|GUEST|KRBTGT|TSINTERNETUSER|IUSR_.*|IWAM_.*|SUPPORT_.*|.* | $

    TIP: You can edit the value of the configuration parameter in the Exclude list for automatic employee assignment dialog.

    ClosedEditing the excluded list

  • Assign an account definition to the cloud target system. Ensure that the manage level to be used is entered as the default manage level.

  • Define the search criteria for employees assigned to the cloud target system.

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:

In the default installation, after synchronizing, employees are automatically created for the user accounts. If an account definition for the target system is not 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.

For more information, see Managing cloud user accounts through account definitions.

Related topics
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