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Identity Manager Data Governance Edition 8.1.4 - User Guide

One Identity Manager Data Governance Edition User Guide Data Governance node and views Administering Data Governance Edition Managing unstructured data access
Managing resource access Managing account access Working with security permissions Working with SharePoint security permissions Account access modeling Bringing data under governance
Classifying governed resources Managing governed resources using the web portal Data Governance Edition reports Troubleshooting EMC, NetApp Filer, and SharePoint configuration details PowerShell commands Governed data attestation policies Governed data company policies Governed data risk index functions

Accounts view tasks

When an account is selected in the Accounts view, you can perform the following tasks against the selected account.

Table 36: Accounts view: Tasks
Task Description For more information
Account access report Generates a report displaying the account's resource access across all managed hosts within the enterprise. Selecting this task displays the Account Access dialog allowing you to define the report parameters for running the Account access report.

Account access report

Viewing selected reports within the Manager

Account activity report

Generates a report displaying all the activity for the selected account against specific managed hosts. Selecting this task displays the Account Activity dialog allowing you to define the report parameters for generating the Account activity report.

NOTE: This report is not available for groups.

NOTE: This report is not available for Cloud/Office 365 accounts.

Account activity report

Viewing selected reports within the Manager

Account comparison

Displays the Account Comparison view allowing you to compare the resource access of two accounts.

NOTE: The selected account is pre-populated in the Source field.

NOTE: This feature is not available for Cloud/Office 365 accounts.

Comparing accounts
Account simulation

Displays the Account Simulation view allowing you to simulate changes to group membership to see the access that would be granted or revoked.

NOTE: This feature is not available for Cloud/Office 365 accounts.

Simulating the effects of group membership modifications on an account
Manage access Displays the Manage access view that displays the managed hosts where the selected account has access. From here, you can also view detailed group membership information.

Manage access view

Managing account access

Toggle layout options

Shows or hides the Layout controls at the top of the view, allowing you to change the layout displayed.

Toggle layout options

In addition, you can open the following views.

Table 37: Accounts view: Views
View Description For more information
Resource browser Launches the Resource browser which contains a live view of the data on the selected managed host. You can browse through the supported file systems and see all applied permissions and make changes where required. You can also see where the access on a resource differs from its parent and manage that access.

Resource browser

Browsing your environment

Governed data Displays the Governed data view to view all the resources within the selected host that have been placed under governance.

Governed data view

Managing resources under governance

Customizing your view

Any time you see a view with column headers, you can customize it to present the information to best suit your needs.

To change the sort criteria:

Note: An arrow in the column heading identifies the sort criteria and order, ascending or descending, being used to display information.

  1. Click the column heading to be used for the sort criteria.
  2. The sort order is in ascending order. To change it to descending order, click the heading a second time.
  3. To specify a secondary sort order, press the SHIFT key and then click the heading of the column to be used for the secondary sort order.

To resize a column

  1. Place your cursor on the boundary between column headings (your cursor changes to a double-arrow).
  2. Click and hold the left mouse button dragging the column boundary to the desired size.

To change the order of the columns

  1. Use the left mouse button to click the heading to be moved (the column heading pops off the grid).
  2. Drag that column to the desired location (arrows indicate where you are placing the selected column).

To add and remove columns

  1. Right-click the column header, and select Column Chooser.
  2. Select the column and drag it to the desired location in the column header.
  3. Close the Customization dialog by clicking the X.

To group by columns

Note: Grouping data creates a collapsed view that can be expanded to view the detailed information that applies to that group.

  1. Right-click the column header and select Show Group By Box.
  2. Select the required column and drag it to the Group by box located above the header row.

    Note: You can also right-click an individual column header and select Group By This Column. Selecting this command moves the selected header to the Group by box above the header row.

    You can select to group by additional headings to create a hierarchy of groupings.

  3. To remove a grouping, right-click the heading in the Group by box located above the header row and select UnGroup or drag the heading back into the column header row.

Toggle layout options

Use the Toggle layout options task to show or hide the Layout controls at the top of the displayed view. The Layout controls allow you to select a pre-defined layout for displaying data. All views have a "default" layout, and some views have additional views available to filter the content. If you customize a view, you can also save the custom layout for use at a later time. Once a layout is saved, it appears in the Layout drop-down menu.

To change the layout being displayed

  1. To display a different layout, select the layout using the Layout drop-down menu.

    The new layout appears in the current view.

To save or remove a custom layout

  1. To save the currently displayed layout (custom layout):
    1. Click the Save Layout As button.
    2. Enter a description name for the layout on the Save Layout As dialog and click OK.

      The new layout appears in the Layout drop-down menu.

  2. To delete a previously saved layout:
    1. Select the layout using the Layout drop-down menu.
    2. Click the Delete Layout button.
    3. Select Yes on the Delete Layout Confirmation dialog.

      The layout is removed from the Layout drop-down menu.

    4. To redisplay the default layout or another layout, select the desired layout using the Layout drop-down menu.
Related Topics

Save Layout As dialog

Save Layout As dialog

The Save layout as dialog allows you to enter the name of a custom layout you created and want to save. This dialog appears when you click the Save layout as button next to the Layout field on many of the Manager screens.

Related Documents

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