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Identity Manager 8.1.4 - IT Shop Administration Guide

Setting up an IT Shop solution
One Identity Manager users in the IT Shop Implementing the IT Shop Requestable products Preparing products for requesting Assigning and removing products Preparing the IT Shop for multi-factor authentication Assignment requests and delegating Creating IT Shop requests from existing user accounts, assignments, and role memberships Adding Active Directory and SharePoint groups to the IT Shop automatically Adding Privileged Account Management user groups to the IT Shop automatically
Approval processes for IT Shop requests
Approval policies for requests Approval workflows for requests Determining the 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 Gathering further information about a request Appointing other approvers Escalating an approval step Approvers cannot be established Automatic approval on timeout Cancel request on timeout Approval by the chief approval team Approving requests with terms of use Using default approval processes
Request sequence Managing an IT Shop
IT Shop base data Setting up IT Shop structures Setting up a customer node Deleting IT Shop structures Templates for automatically filling the IT Shop Custom mail templates for notifications Request templates
Resolving errors in the IT Shop Configuration parameters for the IT Shop Request statuses Examples of request results

The terms of use overview

You can see the most important information about a tag on the overview form.

To obtain an overview of the terms of use

  1. In the Manager, select the IT Shop | Service catalog | Terms of use category.

  2. Select the terms of use in the result list.

  3. Select the Terms of use overview task.

Assigning service items

Specify the products to which the terms of use apply. Assign service items to the terms of use to do this.

To assign service items to the terms of use

  1. In the Manager, select the IT Shop | Service catalog | Terms of use category.

  2. Select the terms of use in the result list.

  3. Select the Assign service items task.

    In the Add assignments pane, assign service items.

    TIP: In the Remove assignments pane, you can remove service item assignments.

    To remove an assignment

    • Select the service item and double-click .

  4. Save the changes.

Entering tags

Product owners are able to add tags to their products. These tags can be used as search criteria by requests in the Web Portal. There are two ways of adding tags.

To add or edit a tag

  1. In the Manager, select the IT Shop | Basic configuration data | Tags category.

  2. In the result list, select a tag and run the Change master data task.

    - OR -

    Click in the result list.

  3. Edit the tag data.

  4. Save the changes.

Enter the following data for a tag.

Table 14: General master data for a tag

Property

Meaning

Tag

Tag.

Description

Tag description.

Comment

Text field for additional explanation.

Parent tag

Tags can be organized hierarchically. Assign a parent tag to do this.

To add a tag directly to a product

  1. In the Manager, select the IT Shop | Service catalog | Hierarchical by service categories | <service category> category.

    - OR -

    In the Manager, select the IT Shop | Service catalog | Hierarchical by service categories | Singles category.

  2. Select the service item in the result list.

  3. Select the Assign tag task.

  4. Select the Create tag task.

  5. Enter the tag and a description for it.

  6. Click Ok to save the tag.

    The new tag is shown on the assignment form.

  7. Double-click on the tag to assign it to the selected service item.

  8. Save the changes.

Additional tasks for tags

After you have entered the master data, you can run the following tasks.

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