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Identity Manager 9.0 LTS - Identity Management Base Module Administration Guide

Table of Contents

Basics for mapping company structures in One Identity Manager

Hierarchical role structure basic principles

Inheritance directions within a hierarchy Discontinuing inheritance

Basic principles for assigning company resources

Direct company resource assignments Indirect company resource assignments

Secondary assignment Primary assignment

Assigning company resources through dynamic roles Assigning company resources through IT Shop requests

Basics of calculating inheritance

Calculating inheritance by hierarchical roles Calculation of assignments

Preparing hierarchical roles for company resource assignments

Possible assignments of company resources through roles Permitting assignments of employees, devices, workdesks, and company resources to roles Blocking inheritance using roles Preventing employees, devices, or workdesks from inheriting individual roles Preventing inheritance to individual employees, devices, or workdesks Inheritance exclusion: Specifying conflicting roles

Creating and editing dynamic roles Tips about conditions for dynamic roles Testing dynamic role conditions Calculating role memberships for dynamic roles

Schedules for calculating dynamic roles

Creating and editing dynamic role schedules Starting dynamic role schedules immediately Assigning dynamic roles to schedules

Calculating dynamic roles immediately if objects change

Editing properties for immediate recalculation

Calculating role memberships for dynamic roles immediately Excluding dynamic roles from recalculation

Excluding employees from dynamic roles

Removing employees from the exclusion list Main data of exclude lists for dynamic roles

Displaying the dynamic role overview Main data for dynamic roles

Departments, cost centers, and locations

One Identity Manager users for managing departments, cost centers, and locations Basic information for departments, cost centers, and locations

Role classes for departments, cost centers, and locations

Assigning role types to role classes for departments, cost centers, and locations

Role types for departments, cost centers, and locations

Creating role types for departments, cost centers, and locations Assigning role classes to role types for departments, cost centers, and locations

Functional areas for departments, cost centers, and locations Attestors for departments, cost centers, and locations Approvers and approvers (IT) for departments, cost centers, and locations

Creating and editing departments

General main data for departments Contact data for departments Functional area and risk assessment for departments

Creating and editing cost centers

General main data for cost centers Functional area and risk assessment for cost centers

Creating and editing locations

General main data for locations Location address information Configuring location networks Directions to location Functional area and risk assessment for locations

Setting up IT operating data for departments, cost centers, and locations

Modify IT operating data

Assigning employees, devices, and workdesks to departments, cost centers, and locations Assigning company resources to departments, cost centers, and locations Creating dynamic roles for departments, cost centers, and locations Dynamic roles with incorrectly excluded employees Assign organizations Specifying inheritance exclusion for departments, cost centers, and locations Assigning extended properties to departments, cost centers, and locations Reports about departments, cost centers, and locations

Employee administration

One Identity Manager users for employee administration Basic data for employee main data

Creating and editing business partners for external employees Mail templates for notifications about employees

Creating and editing mail definitions for employees Base object for mail templates about employees Editing mail templates for employees

Employee's central user account Employee's default email address Employee's central password Mapping multiple employee identities

Employee identity types

Password policies for employees

Predefined password policies Applying employee password policies Changing the password policy for password columns Assigning password policies to departments, cost centers, locations, and business roles Editing password policies for employees Creating password policies for employees General main data for password policies Password policy settings Character classes for passwords Custom scripts for password requirements

Checking passwords with a script Generating passwords with a script

Defining the excluded list for passwords Checking employee passwords Generating passwords for testing employees Informing employees about expiring passwords Displaying locked employees and system users

Creating and editing employees

General employee main data Organizational employee main data Address data for employees Miscellaneous employee main data

Disabling and deleting employees

Temporarily deactivating employees Permanently deactivating employees Reactivate permanently deactivated employees Deferred deletion of employees

Deleting all employee related data Limited access to One Identity Manager Changing the certification status of employees Assigning company resources to employees

Assigning employees to departments, cost centers, and locations Assigning employees to business roles Adding employees to IT Shop custom nodes Assigning application roles to employees Assigning resources directly to employees Assigning software directly to employees Assigning system roles directly to employees Assigning subscribable reports directly to employees

Displaying the origin of employees' roles and entitlements Analyzing role memberships and employee assignments Displaying the employees overview Displaying and deleting employees' Webauthn security keys Determining the language for employees Determining employees working hours Manually assigning user accounts to employees Entering calls for employees Assigning extended properties to employees Employee reports

Managing devices and workdesks

Basic data for device admin

Creating and editing device models

General main data for device models Inventory data for device models

Creating and editing business partners Creating and editing device statuses Creating and editing workdesk statuses Creating and editing workdesk types

Creating and editing devices

General main data for devices Device networking data

Assigning company resources to devices

Assigning devices to departments, cost centers, and locations Assigning devices to business roles

Displaying the device overview Entering service agreements and calls for devices Creating and editing workdesks

General main data of workdesks Location information for workdesks Additional information for workdesks

Assigning company resources to workdesks

Assigning workdesks to departments, cost centers, and locations Assigning workdesks to business roles Assigning software directly to workdesks Assigning system roles directly to workdesks

Displaying the workdesk overview Assigning devices to workdesks Assigning workdesks to employees Entering calls for workdesks Asset data for devices

Creating and editing asset classes for devices Creating and editing asset types for devices Entering investments and investment plans for devices Editing device asset data

Main data for devices' asset data Commercial data for devices

Managing resources

One Identity Manager users for managing resources Basic data for resources

Creating and editing resources Main data for resources Assigning resources to employees

Assigning resources to departments, cost centers, and locations Assigning resources to business roles Assigning resources directly to employees Adding resources to the IT Shop Adding resources in system roles

Displaying the resources overview Assigning extended properties to resources Creating and editing multi-request resources

Main data for multi-request resources

Assigning multi-request resources to employees Adding multi-request resources to the IT Shop Displaying the multi-request resource overview Reports about resources

Setting up extended properties

One Identity Manager users for managing extended properties Creating property groups for extended properties Creating and editing extended properties Main data for extended properties Assigning extended properties to property groups Assigning additional property groups to extended properties Specifying scope limits for extended properties Displaying the extended properties overview Assigning objects to extended properties

Configuration parameters for managing departments, cost centers, and locations Configuration parameters for managing employees Configuration parameters for managing devices and workdesks

Resource types

You can use resource types to group resources.

To create or edit resource types

In the Manager, select the Entitlements > Basic configuration data > Resource types category.
In the result list, select an resource type and run the Change main data task.

– OR –

Click in the result list.
Enter a name and description for the resource type.
Save the changes.

Creating and editing resources

To create or edit resources

In the Manager, select the Entitlements > Resources category.
Select a resource in the result list and run the Change main data task.

- OR -

Click in the result list.
Edit the resource's main data.
Save the changes.

Detailed information about this topic

Main data for resources

Enter the following main data of a resource.

Table 63: Resource main data
Property	Description
Resource	Resource identifier.
Resource type	Resource type for grouping resources.
Service item	Service item through which you can request the resource in the IT Shop. Assign an existing service item or add a new one.
Required resource	Define the dependencies between resources. When this resource is requested or assigned, the required resource is assigned automatically.
Risk index	Value for evaluating the risk of assigning the resource to employees. Set a value in the range 0 to 1. This input field is only visible if the QER \| CalculateRiskIndex configuration parameter is set. For more information, see the One Identity Manager Risk Assessment Administration Guide.
IT Shop	Specifies whether the resource can be requested through the IT Shop. The resource can be requested by an employee through the Web Portal and distributed using a defined approval process. The resource can still be assigned directly to employees and roles outside of the IT Shop. For more information, see the One Identity Manager IT Shop Administration Guide.
Only for use in IT Shop	Specifies whether the resource can be requested through the IT Shop. The resource can be requested by an employee through the Web Portal and distributed using a defined approval process. The resource cannot be directly assigned to roles outside the IT Shop. For more information, see the One Identity Manager IT Shop Administration Guide.
No inheritance on security risk	Resources marked with this option are not inherited by employee who are rated as a security risk.
Description	Text field for additional explanation.
Automatic assignment to employees	Specifies whether the resource is automatically assigned to all internal employees. By saving the resource, it is assigned to every employee that is not marked as external. Once a new internal employee is created, they automatically obtain this resource. To automatically remove the resource assignment from all employees, disable this option. The resource cannot be reassigned to employees from this point on. Existing resource assignments remain intact.
Spare field no. 01 ... Spare field no. 10	Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields.

Related topics

Assigning resources to employees

Resources can be assigned to employees directly, indirectly, or through IT Shop requests. In the case of indirect assignment employees and resources are arranged in hierarchical roles. The number of resources assigned to an employee is calculated from the position in the hierarchy and the direction of inheritance. Add employees to a shop as customers so that resources can be assigned through IT Shop requests. All resources, which are assigned to this shop can be requested by the customers. Requested resources are assigned to the employees after approval is granted.

The prerequisite for indirect assignment of resources to employees is:

Assignment of employees and resources is permitted for role classes (departments, cost centers, locations, or business roles).

Detailed information about this topic

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