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Identity Manager 8.2 - Operational Guide

Table of Contents

About this guide Simulating data changes in the Manager

Prerequisites for using the simulation mode Configuring the simulation report Starting and ending simulation Evaluating the simulation data Exporting simulation data

Scheduling operations activation times

Planning activation times for actions in the Manager Displaying scheduled operations in the Manager Restricting the display of scheduled operations Labeling input fields and assignments with planned changes

Re-applying templates Exporting data with the Manager

Creating data exports Saving export definitions as simple reports Saving export definitions in a file Saving export definition in user settings

Analyzing data and data changes

Displaying reports in the Manager Analyzing data changes in reports and the TimeTrace

Connecting a One Identity Manager History Database through an application server Establishing a direct connection to a One Identity Manager History Database

Displaying change information in the Manager's TimeTrace The Info system in the Manager

Diagram types in the info system

Analyzing process monitoring in the Manager

Prerequisites for displaying the process information Working with the process view

Opening the process view Features in the process view Configuring process information

Process information layout Layout of logged data changes

Schedules in One Identity Manager

Enabling and disabling schedules Starting schedules immediately Creating and editing schedules Properties of schedules Calculating the activation time Scheduled maintenance tasks

Mail templates in One Identity Manager

Creating and editing mail templates Copying mail templates Creating mail previews General properties of mail templates Creating and editing mail definitions

Using base object properties in mail templates Using hyperlinks to the Web Portal in mail templates Default functions for creating hyperlinks Using scripts in mail templates Support for dynamically generated HTML code in mail templates Usingprocess parameters in hyperlinks

Defining default fonts and default font sizes for mail templates Email signature configuration for mail templates

Password policies in One Identity Manager

Predefined password policies Using password policies Editing password policies Creating password policies General main data of password policies Policy settings Character classes for passwords Custom scripts for password requirements

Checking passwords with a script Generating passwords with a script

Editing the excluded list for passwords Checking passwords Testing the generation of passwords Password expiry Displaying locked employees and system users

Working with change labels

Snapshots of objects or object references Tips for working with change labels Creating and editing change labels Assigning objects and dependencies to change labels Editing change labels Removing objects from change labels Assigning change labels when saving in the Designer Displaying content of change labels Locking change labels Deleting change labels Release management

Checking data consistency

Notes on the consistency check Running consistency checks Test settings for consistency checks Displaying test objects and test status Logging test results Repairing errors

Compiling a One Identity Manager database

Compiling a database with the Database Compiler Output of errors and warnings during compilation

Transporting custom changes

Types of transport packages Basics for transporting modifications General tips for transporting changes

Protecting individual properties from being overwritten Displaying transport history

Creating transport packages with the Database Transporter

Integrating SQL statements in transport packages Exporting favorite objects Exporting change labels Exporting changes based on change information Transporting schema extensions Exporting selected objects and dependencies Exporting system files Transporting the system configuration

Exporting the system configuration Tips for importing the system configuration

Importing transport packages with the Database Transporter Displaying contents of transport packages Using transport templates

Importing data with the Data Import

Importing data from a CSV file

Loading the CSV file Structure of the CSV file

Specifying the line structure for data with delimiters Specifying the line structure for data with a fixed width

Defining a condition for the import

Importing data from an external database

Selecting external databases Determining source data

Configuring an import

Assigning target tables and target columns

Inserting columns with fixed values

Specifying the data hierarchy Options for handling records Specifying connection variables

Importing the data

Start import immediately Creating import scripts

Using an import definition file

Importing and exporting individual files for the software update

Importing custom files into One Identity Manager databases Editing file settings for the automatic software update Exporting files from a One Identity Manager database

Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs

InstallManager.CLI.exe DBCompilerCMD.exe Quantum.MigratorCmd.exe AppServer.Installer.CMD.exe AutoUpdate.exe SoftwareLoaderCMD.exe DBTransporterCMD.exe DataImporterCMD.exe SchemaExtensionCmd.exe CryptoConfigCMD.exe WebDesigner.InstallerCMD.exe VI.WebDesigner.CompilerCmd.exe Create-web-dir.exe

Creating mail previews

You can edit certain mail templates in the Manager. For detailed information about editing mail templates in the Manager, refer to the administration guides for the modules.

To display a mail template preview in the Designer

In the Designer, select the Mail templates category.
Select the mail template and start Mail Template Editor using the Edit mail template task.
Select the Mail templates > Mail preview menu item.
Select the base object and click OK.

General properties of mail templates

Table 18: Mail template properties
Property	Meaning
Mail template	Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the button.
Base object	Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced.
Report (parameter set)	Report, made available through the mail template.
Description	Mail template description. Translate the given text using the button.
Target format	Format in which to generate email notification. Permitted values are: HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format. TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported.
Design type	Design in which to generate the email notification. Permitted values are: Mail template: The generated email notification contains the mail body in accordance with the mail definition. Report: The generated email notification contains the report specified under Report (parameter set) as its mail body. Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a PDF file.
Importance	Importance for the email notification. Permitted values are Low, Normal, and High.
Confidentiality	Confidentiality for the email notification. Permitted values are Normal, Personal, Private, and Confidential.
Can unsubscribe	Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal.
Deactivated	Specifies whether this mail template is disabled.
Mail definition	Selects the mail definition in a specific language. NOTE: If the Common \| MailNotification \| DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened.
Language	Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated.
Subject	Subject of the email message.
Mail body	Content of the email message.

Related topics

Creating and editing mail definitions

Creating and editing mail definitions

Mail texts can be defined in these different languages in a mail template. This ensures that the language of the recipient is taken into account when the email is generated.

To create a new mail definition

In the Designer, select the Mail templates category.
Select the mail template and start Mail Template Editor using the Edit mail template task.

In the result list, select the language for the mail definition in the Language menu.

All active languages are shown. To use another language, in the Designer, enable the corresponding countries. For more information, see the One Identity Manager Configuration Guide.
Enter the subject in Subject.
Edit the mail text in the Mail definition view with the help of the Mail Text Editor.
Save the changes.

To edit an existing mail definition

In the Designer, select the Mail templates category.
Select the mail template and start Mail Template Editor using the Edit mail template task.

In the Mail definition menu, select the language for the mail definition.

NOTE: If the Common | MailNotification | DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened.
Edit the mail subject line and the body text.
Save the changes.

Related topics

Using base object properties in mail templates

In the subject line and body text of a mail definition, you can use all properties of the object entered under Base object. You can also use the object properties that are referenced by foreign key relation.

To access properties use dollar notation. For more information, see the One Identity Manager Configuration Guide.

Example:

An IT Shop requester should receive email notification about the status of the request.

Table 19: Email notification properties
Property	Value
Base object	PersonWantsOrg
Subject	"$DisplayOrg[D]$" status change
Mail body	Dear $FK(UID_PersonOrdered).Salutation[D]$ $FK(UID_PersonOrdered).FirstName$ $FK(UID_PersonOrdered).LastName$, The status was changed on the following request on $DateHead:Date$. Requested by: $DisplayPersonInserted$ Requested by: $DisplayPersonInserted$ Reason: $OrderReason$ Current status of your request: Approval: granted Approver: $DisplayPersonHead[D]$ Reason: $ReasonHead[D]$

The generated email notification could look like the following, for example, once it has been formatted.

Related topics

Creating and editing mail definitions

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