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Identity Manager 9.3 - IT Shop Administration Guide

Setting up an IT Shop solution
One Identity Manager users in the IT Shop Implementing the IT Shop Using the IT Shop with the Application Governance Module Requestable products Preparing products for requesting Assigning and removing products Preparing the IT Shop for multi-factor authentication Assignment requests Delegations Creating IT Shop requests from existing user accounts, assignments, and role memberships Adding system entitlements automatically to the IT Shop Deleting unused application roles for product owners
Approval processes for IT Shop requests
Approval policies for requests Approval workflows for requests Determining 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 Approval recommendations for requests Gathering further information about a request Appointing other approvers Escalating an approval step Approvers cannot be established Automatic approval on timeout Halting a request on timeout Approval by the chief approval team Approving requests with terms of use Using default approval processes
Request sequence
The request overview Requesting products more than once Requests with limited validity period Relocating a customer or product to another shop Changing approval workflows of pending requests Requests for employees Requesting change of manager for an employee Canceling requests Unsubscribe products Notifications in the request process Approval by mail Adaptive cards approval Requests with limited validity period for changed role memberships Requests from permanently deactivated identities Deleting request procedures and deputizations
Managing an IT Shop
IT Shop base data Setting up IT Shop structures Setting up a customer node Deleting IT Shop structures Restructuring the IT Shop Templates for automatically filling the IT Shop Custom mail templates for notifications Product bundles Recommendations and tips for transporting IT Shop components with the Database Transporter
Troubleshooting errors in the IT Shop Configuration parameters for the IT Shop Request statuses Examples of request results Example of defining request properties

General main data of approval policies

Enter the following main data of an approval policy. If you add a new approval step, you must fill out the compulsory fields.

Table 23: General main data of approval policies

Main data

Meaning

Approval policies

Approval policy name.

Role type

Role type to determine inheritance of approval policies within an IT Shop solution. Add the required role types in IT Shop > Basic configuration data > Roles types category.

Priority

An integral number with a maximum of one digit.

A priority is used to decided which approval policy should be used if several approval policies are found to be valid following the given rules. The highest priority has the largest number.

Approval workflow

Workflow for determining approvers when a product is requested.

Select any approval workflow from the drop-down or click to set up a new workflow.

Renewal workflow

Approval workflow for determining approvers when a product is renewed.

Select any approval workflow from the drop-down or click to set up a new workflow.

If no renewal workflow is specified, the approval workflow of the request is used when the request is renewed (UID_SubMethodOrderProduct).

Cancellation workflow

Approval workflow for determining approvers when a requested product is canceled.

Select any approval workflow from the drop-down or click to set up a new workflow.

If there is no cancellation workflow given, cancellation is approved immediately.

Mail templates

Mail template used for creating email notifications for granting or denying approval for a request and extended, expired, or canceled requests.

Description

Text field for additional explanation.

Do not show

Specifies whether this approval policy is hidden in the Web Portal.

Detailed information about this topic

Default approval policies

One Identity Manager supplies service items by default. These approval policies are used in the Identity & Access Lifecycle shop approval processes. You can store mail templates with default approval policies for sending notifications during the request process and specifying a priority.

To edit default approval policies

  • In the Manager, select the IT Shop > Basic configuration data > Approval policies > Predefined category.

Adding to the IT Shop

You can assign approval policies to shops, shopping centers, or shelves. The approval policy is applied to the request from the respective IT Shop nodes if there are no approval policies assigned to child IT Shop nodes. For more information, see Determining effective approval policies.

To assign an approval policy to shops, shopping centers, or shelves

  1. In the Manager, select the IT Shop > Basic configuration data > Approval policies category.

  2. In the result list, select the approval policy.

  3. Select the Add to IT Shop task.

    In the Add assignments pane, assign the shops, shopping centers, or shelves.

    TIP: In the Remove assignments pane, you can remove shop, shopping center, or shelf assignments.

    To remove an assignment

    Select the shop, shopping center, or shelf and double-click .

  4. Save the changes.

Validity checking

Once you have edited an approval policy, you need to test it. This checks whether the approval steps can be used in the approval workflows in this combination. Non-valid approval steps are displayed in the error window.

To test an approval policy

  1. In the Manager, select the IT Shop > Basic configuration data > Approval policies category.

  2. Select the approval policy in the result list.

  3. Select the Validity check task.

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