Assignment requests with standard products are automatically approved through self-service. If assignment requests are going to be approved by an approval supervisor, assign a suitable approval policy to the default assignment resource. This means that assignment requests also go through the defined approval process.
To approve assignment requests through an approver
Sometimes assignment requests should be subject to various approval processes depending on the object requested. For example, a department manager should approve department assignment, but department membership should be approved by the employee’s manager. You can define assignment resources to do this. You can assign these assignment resources to any shelf in your IT Shop.
NOTE: To use these assignment resources, you must make more modifications to the Web Designer configuration.
To configure custom assignment requests
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Create a new assignment resource.
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In the Manager, select the Entitlements > Assignment resources for IT Shop category.
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Click in the result list.
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Select the Change main data task.
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Enter the assignment resource name.
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Assign a new service item.
- Save the changes.
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Assign the assignment resource to an IT Shop shelf as a product.
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Select the Add to IT Shop task.
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In the Add assignments pane, assign a shelf.
- Save the changes.
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Assign an approval policy to the shelf or the assignment resource’s service item.
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In the Web Designer, configure usage of the assignment resource.
For more information, see the One Identity Manager Web Designer Reference Guide.
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Assignments, like all other products, can be canceled through Web Portal or requested for a limited time period. These requests are automatically canceled when the validity period expires. For more information, see the One Identity Manager Web Designer Web Portal User Guide.
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If a customer has requested assignment through a shop and later they are removed from the shop, then the assignment request is closed and the assignment is revoked. In this case, however, assignments to roles should be retained if required.
To prevent the assignment from being revoked
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In the Designer, set the QER | ITShop | ReplaceAssignmentRequestOnLeaveCU configuration parameter.
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(Optional) Enable the QER | ITShop | ReplaceAssignmentRequestOnLeaveCU | UID_PersonFallback configuration parameter in the Designer.
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In the Value field, enter the UID_Person of the person that should be used as the fallback if no other request recipient can be found.
This person must be a customer in all shops in which which assignments can be requested.
- Save the changes.
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In the Manager, select the Entitlements > Assignment resources for IT Shop category.
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In the result list, select an assignment resource and select the Change main data task.
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Set the Keeps requested assignment resource option.
- Save the changes.
This option is enabled by default for the Role entitlement assignment default assignment resource. These configuration parameters are disabled by default.
If this option is enabled and the request recipient is removed from the customer node, then the request is updated according to the following rules:
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If the service item
- Has the Retain service item assignment on relocation option set
- The request recipient and service item are available in another shop
The assignment request is transferred into this shop. The request recipient remains the same.
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If by doing this the request recipient does not remain the same, then a new request recipient is determined.
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The manager of the business role or organization that has been requested (PersonWantsOrg.ObjectKeyOrgUsedInAssign).
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A member of the business role or organization that has been requested.
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A member of the chief approval team.
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The employee given in the QER | ITShop | ReplaceAssignmentRequestOnLeaveCU | UID_PersonFallback configuration parameter.
These rules are applied in the order given. The person who is found must be a customer in the shop.
If no authorized approver can be found or the QER | ITShop | ReplaceAssignmentRequestOnLeaveCU configuration parameter is disabled, then the assignment request is converted into a direct assignment. If direct assignment for the assigned product is not permitted to the requested business role or organization, the request is canceled and the assignment is removed.
NOTE: This option does not influence membership requests in roles or delegation.
Membership assignments are not removed, if the requester is removed from the customer node. They are removed when the recipient of the assignment request is deleted from the customer node.
Delegation ends when the delegate is deleted from the customer node.
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To edit an assignment resource
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In the Manager, select the Entitlements > Assignment resources for IT Shop category.
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In the result list, select an assignment resource and run the Change main data task.
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Edit the assignment resource's main data.
- Save the changes.
To create an assignment resource
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In the Manager, select the Entitlements > Assignment resources for IT Shop category.
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Click in the result list.
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Edit the assignment resource's main data.
- Save the changes.
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