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Identity Manager 9.2 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestations Pending attestations Displaying attestation history Managing attestation inquiries directed at you
Compliance Managing risk index functions Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Managing task delegations Ownerships
Managing data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

Displaying locations

You can display any of the locations and their details.

To display locations

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Departments.

    This opens the Locations page and displays all the locations.

  3. (Optional) To display details of a location, click the location.

Creating locations

You can create new locations.

Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.

To create a location

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Departments.

  3. On the Locations page, click Create locations.

  4. In the Create Location pane, enter the main data of the location in the respective fields.

    ClosedYou can edit the following main data.

  5. Click Create.

Displaying and editing location main data

You can display and edit locations' main data.

To display and edit a location's main data

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation of the Data Explorer, click Locations.

  3. On the Locations page, click the locations whose main data you want to display/edit.

  4. In the Edit Location pane.

    ClosedYou can edit the following main data.

  5. Click Save.

Copying/splitting locations

You can copy or move memberships and entitlements from locations you are responsible for to new objects (departments, business roles, cost centers, locations).

To copy a location or move memberships and entitlements

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Locations.

  3. On the Locations page, click the location you want to copy or whose memberships and entitlements you want to move.

  4. In the Edit Location pane, click (Actions) > Split.

  5. In the Split pane, in the Type of new object menu, select which type to give the new object.

  6. Depending on the object type you have selected, enter the basic main data of the new object in the corresponding fields.

    TIP: After the object has been created, you can add the remaining main data (see Displaying and editing my department main data, Displaying and editing my business roles' main data, Displaying and editing my cost center main data, or Displaying and editing my locations' main data).

  7. Click Next.

  8. In the Select assignments to be copied or moved to the new object step, perform the following actions:

    • To neither copy nor move an entitlement or a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep and do not copy or move to new object. The entitlement/membership is later only available in the source object.

    • To copy or move an entitlement or a membership to a new object, in the menu next to the corresponding entitlement/membership, select Keep and copy new object. The entitlement/membership is included later in the source object as well as the target object.

    • To move an entitlement or a membership to a new object, in the menu next to the corresponding entitlement/membership, select Move to new object. The entitlement/membership is later removed from the source object and only included in the target object.

  9. Click Next.

  10. (Optional) In the Verify actions step, verify the actions to run and deselect the check box in front of any actions that should not be run.

  11. Click Next.

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