Creating a Formatting Rule for IT Operating Data

Creating a Formatting Rule for IT Operating Data

An account definition specifies which rules are used to form the IT operating data and which default values will be used if no IT operating data can be found through the employee's primary roles.

The following IT operating data is used in the One Identity Manager default configuration for automatic creating and modifying of user accounts for an employee in the target system.

• Container (per target system)

• Groups can be inherited

• Identity

• Privileged user account

To create a mapping rule for IT operating data

1. Select the category Custom target systems | Basic configuration data | Account definitions | Account definitions.

2. Select an account definition in the result list.

3. Select Edit IT operating data mapping in the task view and enter the following data.

   Table 8: Mapping rule for IT operating data

   Property	Description
   Column	User account property for which the value is set.
   Source	Specifies which roles to use in order to find the user account properties. You have the following options: Primary department Primary location Primary cost center Primary business roles NOTE: Only use the primary business role if the Business Roles Module is installed. Empty If you select a role, you must specify a default value and set the option Always use default value.
   Default value	Default value of the property for an employee's user account if the value is not determined dynamically from the IT operating data.
   Always use default value	Specifies whether user account properties are always filled with the default value. IT operating data is not determined dynamically from a role.
   Notify when applying the standard	Specifies whether email notification to a defined mailbox is sent when the default value is used. Use the mail template "Employee - new user account with default properties created". To change the mail template, modify the configuration parameter "TargetSystem\UNS\Accounts\MailTemplateDefaultValues" .

4. Save the changes.

Related Topics

• Determining IT Operating Data

Determining IT Operating Data

Determining IT Operating Data

In order for an employee to create user accounts with the manage level "Full managed", the necessary IT operating data must be determined. The operating data required to automatically supply an employee with IT resources is shown in the departments, locations, cost centers, and business roles. An employee is assigned to one primary location, one primary department, one primary cost center or one primary business role. The necessary IT operating data is ascertained from these assignments and used in creating the user accounts. Default values are used if valid IT operating data cannot be found over the primary roles.

You can also specify IT operating data directly for a specific account definition.

Example:

Normally, each employee in department A obtains a default user account in the domain A. In addition, certain employees in department A obtain administrative user accounts in the domain A.

Create an account definition A for the default user account of the domain A and an account definition B for the administrative user account of domain A. Specify the property "Department" in the IT operating data formatting rule for the account definitions A and B in order to determine the valid IT operating data.

Specify the effective IT operating data of department A for the domain A. This IT operating data is used for standard user accounts. In addition, specify the effective account definition B IT operating data for department A. This IT operating data is used for administrative user accounts.

To specify IT operating data

1. Select the role in the category Organizations or Business roles.

2. Select Edit IT operating data in the task view and enter the following data.

   Table 9: IT Operating Data

   Property	Description
   Organization/Business role	Department, cost center, location or business role for which the IT operating data is valid.
   Effects on	IT operating data application scope. The IT operating data can be used for a target system or a defined account definition. To specify an application scope Click next to the text box. Select the table under Table, which maps the target system or the table TSBAccountDef for an account definition. Select the concrete target system or concrete account definition under Effects on. Click OK.
   Column	User account property for which the value is set. Columns using the script template TSB_ITDataFromOrg in their template are listed.
   Value	Concrete value which is assigned to the user account property.

3. Save the changes.

Related Topics

• Creating a Formatting Rule for IT Operating Data

Modifying IT Operating Data

Modifying IT Operating Data

If IT operating data changes, you must transfer these changes to the existing user accounts. To do this, templates must be rerun on the affected columns. Before you can run the templates, you can check what the effect of a change to the IT operating data has on the existing user accounts. You can decide whether the change is transferred to the database in the case of each affected column in each affected database.

Prerequisites

• The IT operating data of a department, cost center, business roleor a location was changed.

  - OR -

• The default values in the IT operating data template were modified for an account definition.

To execute the template

1. Select the category Custom target systems | Basic configuration data | Account definitions | Account definitions.

2. Select an account definition in the result list.
3. Select Execute templates in the task view

   This displays a list of all user account, which are created through the selected account definition and whose properties are changed by modifying the IT operating data.

   Old value	Current value of the object property.
   New value	Value applied to the object property after modifying the IT operating data.
   Selection	Specifies whether the modification is applied to the user account.

4. Mark all the object properties in the selection column that will be given the new value.
5. Click Apply.

   The templates are applied to all selected user accounts and properties.

Assigning Account Definitions to Employees

Assigning Account Definitions to Employees

Account definitions are assigned to company employees. Indirect assignment is the default method for assigning account definitions to employees. Account definitions are assigned to departments, cost centers, locations or roles. The employees are categorized into these departments, cost centers, locations or roles depending on their function in the company and thus obtain their account definitions. To react quickly to special requests, you can assign individual account definitions directly to employees. You can automatically assign special account definitions to all company employees. It is possible to assign account definitions to the IT Shop as requestable products. A department manager can then request user accounts from the Web Portal for his staff. It is also possible to add account definitions to system roles. These system roles can be assigned to employees through hierarchical roles or directly or added as products in the IT Shop.

In the One Identity Manager default installation, the processes are checked at the start to see if the employee already has a user account in the target system that has an account definition. If no user account exists, a new user account is created with the account definition’s default manage level.

Prerequisites for indirect assignment of account definitions to employees

• Assignment of employees and account definitions is permitted for role classes (department, cost center, location or business role).

For detailed information about preparing role classes to be assigned, see the One Identity Manager Identity Management Base Module Administration Guide.

Detailed information about this topic

• Assigning Account Definitions to Departments, Cost Centers and Locations
• Assigning Account Definitions to Business Roles
• Assigning Account Definitions to all Employees
• Assigning Account Definitions Directly to Employees
• Assigning an Account Definition to a Custom Target System