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Identity Manager 8.0 - Attestation Administration Guide

Table of Contents

Attestation and Recertification

One Identity Manager Users for Attestation Attestation Base Data

Attestation Types

Default Attestation Types Additional Tasks for Attestation Types

The Attestation Type Overview Assigning Attestation Procedures

Attestation Procedures

General Master Data for an Approval Procedure Defining Reports for Attestation Default Attestation Procedures Additional Tasks for Attestation Procedures

The Attestation Procedure Overview Assigning Approval Policies Creating a Copy

Default Schedules Additional Tasks for Schedules

The Schedule Overview Assigning Attestation Policies Starting Schedules Immediately

Compliance Frameworks

Additional Tasks for Compliance Frameworks

The Compliance Framework Overview Assigning Attestation Policies

Chief Approval Team Standard Reasons

Predefined Standard Reasons

Attestation Policies

General Master Data for Attestation Policies Risk Assessment Default Attestation Policies Additional Tasks for Attestation Policies

The Attestation Policy Overview Assigning Approvers Assigning Compliance Frameworks Mitigating Controls

Assigning Mitigating Controls Creating Mitigating Controls

Running Attestation for Single Objects Showing and Hiding Conditions Creating a Copy Showing Selected Objects Deleting Attestation Policies

Disabling Attestation Policies

Creating Custom Mail Templates for Notifications

General Properties of a Mail Template Creating and Editing an Email Definition

Using Base Object Properties Use of Hyperlinks in the Web Portal

Default Functions for Creating Hyperlinks

Customizing Email Signatures

Custom Notification Processes

Approval Processes for Attestation Cases

Approval Policies

General Master Data for Approval Policies Default Attestation Approval Policies Additional Tasks for Approval Policies

Editing Approval Workflows Validity Check

Approval Workflows

Working with the Workflow Editor Setting Up Approval Workflows

Editing Approval Levels Setting up an Approval Step Connecting Approval Levels

Additional Tasks for Approval Workflows

The Approval Workflow Overview Copying Approval Workflows

Deleting Approval Workflows Default Approval Workflows

Selecting Attestors

Default Approval Procedures

Finding Attestors using the Attestation Policy Finding Attestors using the Role of an Employee to Attest Finding Attestors using Attestation Objects Finding Attestors from Attestation Object Managers Finding Attestors from those Responsible for the Attestation Object Finding Attestors using a Specified Role Finding Attestors from Product Owners Calculated approval Making External Approvals Deferring Attestation

Setting up Approval Procedures

General Master Data for an Approval Procedure Queries for Finding Attestors

Additional Tasks for Approval Procedures

The Attestation Procedure Overview Specifying Permitted Approval Procedures for Tables

Deleting Approval Procedures Finding Attestors

Setting up Multi-Factor Authentication for Attestation

Editing Table Properties Preparing Starling 2FA Token Requests Requesting a Security Code

Prevent Attestation by Employee Awaiting Attestation Managing Attestation Cases

Getting More Information Appointing Other Attestors Escalating an Attestation Case Attestors cannot be Established Automatic Approval on Timeout Aborting an Attestation Case on Timeout Attestation through Chief Approval Team

Attestation Sequence

Starting Attestation Additional Tasks for Attestation Cases

The Attestation Case Overview Approval Sequence Attestation History

Modifying Approval Workflows on Pending Attestation Cases Close Attestation Cases for Deactivated Employees Deleting Attestation Cases Notifications in Attestation

Demanding Attestation Reminding Attestors Scheduling Attestation Demands Reminding Attestors about an Attestation Object Granting or Denying an Attestation Case Aborting an Attestation Case Attestation Case Escalation Delegating Attestation Approval Rejection Notifications with Questions Notifications from Additional Attestors Default Mail Templates

Attestation by Mail

Modifying an Attestation Mail

Default Attestation and Withdrawal of Entitlements

System Entitlements Attestation System Role Attestation Application Role Attestation Business Role Attestation

User Attestation and Recertification

Users for Attestation and Recertification Attesting New Users

Adding New Users in Web Portal Adding New Employees in the One Identity Manager Importing New Employee Master Data Scheduled Attestation Limiting Attestation Objects for Certification

Recertifying Existing Users

Preparing for Recertification The Recertification Sequence Limiting Attestation Objects for Recertification

Mitigating Controls

General Master Data for a Mitigating Control Additional Tasks for Mitigating Controls

The Mitigating Controls Overview Assigning Attestation Policies

Calculating Mitigation

Configuration Parameters for Attestation

The Approval Workflow Overview

Approval Processes for Attestation Cases > Approval Workflows > Additional Tasks for Approval Workflows > The Approval Workflow Overview

The Approval Workflow Overview

To obtain an overview of an approval workflow

Select the category Attestation | Basic configuration data | Approval workflows.
Select the approval workflow in the result list.
Select Approval workflow overview in the task view.

Copying Approval Workflows

Approval Processes for Attestation Cases > Approval Workflows > Additional Tasks for Approval Workflows > Copying Approval Workflows

Copying Approval Workflows

For example, you can copy default approval workflows in order to customize them.

To copy an approval workflow

Select the category Attestation | Basic configuration data | Approval workflows.
Select an approval workflow in the result list. Select Change master data in the task view.
Select Copy workflow... in the task view.
Enter a name for the copy.
Click OK to start the copy actions.
- OR -

Click Cancel to cancel the copy action.

Deleting Approval Workflows

Approval Processes for Attestation Cases > Approval Workflows > Deleting Approval Workflows

Deleting Approval Workflows

To delete an approval workflow

Remove all assignments to approval policies.
1. Check to which approval policies the approval workflow is assigned.
2. Go to the approval policy master data form and assigned another approval workflow.
Select the category Attestation | Basic configuration data | Approval workflows.
Select an approval workflow in the result list.
Click .
Confirm the security prompt with Yes.

Detailed information about this topic

Default Approval Workflows

Approval Processes for Attestation Cases > Approval Workflows > Default Approval Workflows

Default Approval Workflows

The One Identity Manager provides a default approval workflow for default attestation of new users and recertification of all employees stored in the One Identity Manager database. Moreover, default approval workflows are supplied through which different role and system entitlements mapped in the united namespace can be attested. You can use default approval policies for creating attestation policies in the Web Portal.

To edit default approval workflows

Select the category Attestation | Basic configuration data | Approval workflows | Predefined.

For more detailed information about using default approval workflows, see the One Identity Manager Web Portal User Guide.

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