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Identity Manager 9.3 - Attestation Administration Guide

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Attestation and recertification

One Identity Manager users for attestation Attestation base data Attestation types

Default attestation types Additional tasks for attestation types

Overview of the attestation type Assigning attestation procedures

Attestation procedure

General main data of an attestation procedure Templates for attestation procedures Providing information about attestation objects

Defining reports for attestation Defining snapshot content

Default attestation procedures Additional tasks for attestation procedures

Overview of the attestation procedure Assigning approval policies to attestation procedures Creating a copy

Attestation schedules

Default schedules Assigning attestation policies Assigning policy collections Schedule overview Starting schedules immediately

Compliance frameworks

Additional tasks for compliance frameworks

Compliance framework overview Assigning attestation policies

Chief approval team Attestation policy owners Standard reasons for attestation

Predefined standard reasons for attestations

Providing terms of use for attestation

Assigning files to terms of use Displaying the terms of use overview

Attestation policies

General main data of attestation policies Specifying risk indexes for attestation guidelines Default attestation policies Additional tasks for attestation policies

The attestation policy overview Assigning approvers to attestation policies Assigning compliance frameworks to attestation policies Mitigating controls

Assigning mitigating controls Creating mitigating controls for attestation policies

Running attestation for single objects Showing or hiding conditions Copy attestation policies Showing selected objects Deleting attestation policies

Disabling attestation policies

Sample attestation

Creating, editing, deleting samples General main data of samples Managing sampling data Generating sampling data automatically Using samples with attestation policies Displaying the sample overview Default sample for attesting memberships in system entitlements Default sample for attesting identities

Grouping attestation policies

Creating and editing policy collections General main data of policy collections Assigning policy collections to attestation policies Disabling policy collections Deleting policy collections Default policy collections

Custom mail templates for notifications

Creating and editing attestation mail templates General properties of a mail template Creating and editing a mail definition

Using base object properties Use of hyperlinks in the Web Portal

Default functions for creating hyperlinks

Customizing email signatures

Copying mail templates for attestation Displaying attestation mail templates previews Deleting mail templates for attestation Custom notification processes

Suspending attestation Automatic attestation of policy violations

Approval processes for attestation cases

Approval policies for attestations

General main data of approval policies Default approval policies Editing approval workflows Validity checking Copying approval policies

Approval workflow for attestations

Working with the Workflow Editor Setting up approval workflows

Editing approval levels Editing approval steps Properties of an approval step Connecting approval levels

Copying approval workflows Deleting approval workflows The approval workflow overview Default approval workflows

Selecting attestors

Default approval procedures

Determining attestors via attestation objects Determining attestors via the primary role of the identity to attest Determining attestors using the service item of the attestation object Determining attestors via attestation object managers Determining managers or members of a role as attestors Determining attested identities as attestors Determining identities linked to user accounts as attestors Determining target system managers as attestors Determining attestors via product owners Determining attestors via owners of the attestation objects Determining owners or approvers of attestation policies Calculated approval Approvals to be made externally Waiting for further approval

Setting up approval procedures

General main data of an approval procedure Queries for finding attestors Specifying permitted approval procedures for tables

Overview of approval procedures Copying an approval procedure Deleting approval procedures Determining the responsible attestors

Setting up multi-factor authentication for attestation Prevent attestation by identity awaiting attestation Automatic acceptance of attestation approvals Phases of attestation

Setting up the staging phase Criteria for the Staging phase Setting up the challenge phase Setting up withdrawal of entitlements

Attestation by peer group analysis

Configuring peer group analysis for attestations

Approval recommendations for attestations

Criteria for approval recommendations for attestation Configuring approval recommendations for attestation

Managing attestation cases

Getting more information Appointing other attestors Escalating an attestation case Attestors cannot be established Automatic approval on timeout Halting an attestation case on timeout Attesting by chief approval team

Attestation sequence

Starting attestation Attestation case overview Approval sequence Attestation history Modifying approval workflows for pending attestation cases Closing attestation cases for deactivated identities Deleting attestation cases Notifications in the attestation case

Requesting attestation Reminding attestors Scheduling attestation requests Reminding attestors about attestation objects Granting or denying attestation cases Notifying delegates Canceling attestation cases Escalation of attestation cases Delegating attestations Rejecting approvals Notifications with questions Notifications from additional attestors Link for verifying new external users Default mail templates

Attestation by mail

Processing attestation mails

Adaptive cards attestation

Using adaptive cards for attestations Adding and deleting recipients and channels Creating, editing, and deleting adaptive cards for attestations Creating, editing, and deleting adaptive cards templates for attestations General main data for adaptive cards Deploying and evaluating adaptive cards for attestations Disabling adaptive cards

Approving attestation cases in the Manager Displaying attestation cases of an attestor Displaying information about attestation objects Assigning extended properties to attestation cases Displaying incomplete attestation runs Canceling incomplete attestation runs Displaying canceled attestation runs Reports about attestations

Default attestations

Configuring withdrawal of entitlements

Attesting system entitlements System role attestation Application role attestation Business role attestation

Configuring sample attestation of identities and their entitlements User attestation and recertification

One Identity Manager users for attesting and recertifying users Configuring user attestation and recertification Attesting new users

Self-registration of new users in the Web Portal Adding new identities using a manager or administrator for identities Importing new identity main data Scheduled attestation Limiting attestation objects for certification

Recertifying existing users

Preparing for recertification The recertification sequence Limiting attestation objects for recertification

Certifying new roles and organizations

One Identity Manager users for certifying roles and organizations Configuring certification of new departments Configuring certification of new cost centers Configuring certification of new locations Configuring certification of new business roles Configuring certification of new application roles

Mitigating controls for attestation policies

General main data of mitigating controls Additional tasks for mitigating controls

Mitigating controls overview Assigning attestation policies

Calculating mitigating controls for attestation policies

Setting up attestation in a separate database

Requirements for the central database Setting up work databases Setting up synchronization between central and work databases Setting up and running attestations in the work database

Configuration parameters for attestation

General main data of policy collections

Enter the following main data for a policy collection.

Table 13: General main data of a policy collection
Property	Description
Policy collection	Name of the policy collection.
Description	Text field for additional explanation.
Owners	The policy collection owner. The name of the user logged in to One Identity Manager is entered here by default. This can be changed.
Owner (Application Role)	Application role whose members can edit the policy collection. To create a new application role, click . Enter the application role name and assign a parent application role.
Sample	Sample that can be used for attestations. A sample can only be assigned to only one policy collection. It is transferred to all related attestation policies. To create a new sample, click . Enter the name of the sample and assign the table from which to take the data for the sample.
Calculation schedule	Schedule for running attestation. Attestation cases are started automatically at the times specified by the schedule.
Disabled	Specifies whether the policy collection is disabled. If the option is enabled, all associated attestation policies are disabled. Thus, no attestations are carried out on the policy collection.

Related topics

Grouping attestation policies

Assigning policy collections to attestation policies

To group attestation policies together, assign a policy collection to the attestation policies. An attestation policy can be assigned to only one policy collection.

To assign a policy collection to an attestation policy

In the Manager, select the Attestation > Attestation policies category.
Select the attestation policy in the result list and run the Change main data task.
Select the policy collection from the Policy collection drop-down.
Save the changes.

Related topics

Disabling policy collections

To prevent attestations being run for a policy collection, you can disable the policy collection. This also disables all associated attestation policies and deletes their attestation cases.

To disable a policy collection

In the Manager, select the Attestation > Policy collections category.
In the result list, select the policy collection and run the Change main data task.
Set Disabled.
Save the changes.

Detailed information about this topic

Deleting policy collections

When a policy collection is deleted, the calculation schedule from the policy collection is added to all attestation policies that have this policy collection assigned to them. This means that attestations for these policies will continue to be started at the usual rate.

NOTE: A policy collection cannot be deleted if attestation policies as well as a sample are assigned to it.

Before you delete a policy collection, remove the assignment of the sample. Alternatively, you can remove assignment of the policy collection to attestation policies.

To delete a policy collection

In the Manager, select the Attestation > Policy collections category.
In the result list, select the policy collection and click .
Confirm the security prompt with Yes.

Related topics

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