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Identity Manager 8.0 - Identity Management Base Module Administration Guide

Basics for Mapping Company Structures in One Identity Manager Managing Departments, Cost Centers and Locations Working with Dynamic Roles Employee Administration
One Identity Manager Users for Employee Administration Basic Configuration Data for Employees Entering Employee Master Data Employee's Central User Account Employee's Central Password Employee's Default Email Address Disabling and Deleting Employees Assigning Company Resources to Employees Origin of an Employee's Roles and Entitlements Analyzing Role Memberships and Employee Assignments Mapping Multiple Employee Identities Limited Access to One Identity Manager Additional Tasks for Managing Employees Determining an Employee‘s Language Determining an Employee‘s Working Hours Employee Reports
Managing Devices and Workdesks Managing Resources Set up Extended Properties Appendix: Configuration Parameters for Managing Departments, Cost Centers and Locations Appendix: Configuration Parameters for Managing Applications Appendix: Configuration Parameters for Managing Devices and Workdesks Appendix: Authentication Modules for Logging into the One Identity Manager

Basic Configuration Data for Employees

The following basic data is required for managing employees.

  • Configuration parameter

    Use configuration parameters to configure the behavior of the system's basic settings. One Identity Manager provides default settings for different configuration parameters. Check the configuration parameters and modify them as necessary to suit your requirements.

    Configuration parameters are defined in the One Identity Manager modules. Each One Identity Manager module can also install configuration parameters. You can find an overview of all configuration parameters in the category Base data | General | Configuration parameters in the Designer.

  • Business Partners

    When external employees are entered into the system a company must be named.

  • Mail templates

    Login data for new user accounts in a target system can be sent to specified person by email. In this case, two messages are sent with the user name and the initial password. Mail templates are used to generate the messages.

  • Password policies

    An employee's central password is formed from the target system specific user accounts by respective configuration. The password policy "Employee central password policy" defines the settings for the central password (Person.CentralPassword).

Detailed information about this topic

Business Partners

To manage external employees you require information about the business partner. Enter data for the external company.

To edit the data of a business partner
  1. Select the category Employees | Basic configuration data | Business partners.

  2. Select a company in the result list. Select Change master data in the task view.

    - OR -

    Click in the result list toolbar.

  3. Edit the business partner's master data.
  4. Save the changes.

Enter the following data for a company:

Table 29: General Master Data for a Company

Property

Description

Company

Short description of the company for the views in One Identity Manager tools.

Name

Full company name.

Surname prefix

Additional company name.

Short name

Company's short name.

Contact

Contact person for the company.

Partner

Specifies whether this is a partner company.

Customer number

Customer number at the partner company.

Supplier

Specifies whether this is a supplier.

Customer number

Customers number at supplier.

Leasing partner

Specifies whether this is a leasing provider or rental firm.

Manufacturer

Specifies whether this is a manufacturer.

Remarks

Spare text box for additional explanation.

Table 30: Company address
Property Description

Street

Street or road.

Building

Building

Zip code

Zip code.

Town

City.

State

State.

Country

Country.

Phone

Company's telephone number.

Fax

Company's fax number.

Email address

Company's email address.

Web page

Company's website.

Use the Browse button to open the website in the default web browser.

Creating Custom Mail Templates for Notifications

Creating Custom Mail Templates for Notifications

A mail template consists of general master data such as target format, important or mail notification confidentiality and one or more mail definitions. Mail text is defined in several languages in the mail template. This ensures that the language of the recipient is taken into account when the email is generated.

There is a One Identity Manager in the Mail Template Editor to simplify writing notifications. You can use the Mail Template Editor to create and edit mail text in WYSIWYG mode.

To edit mail templates

  1. Select the category Employees | Basic configuration data | Mail templates.
  2. Select the mail template in the result list. Select Change master data in the task view.

    - OR -

    Click in the result list toolbar.

    This opens the mail template editor.

  3. Edit the mail template.
  4. Save the changes.

To copy a mail template

  1. Select the category Employees | Basic configuration data | Mail templates.
  2. Select the mail template you want to copy from the result list. Select Change master data in the task view.
  3. Select Copy mail template... in the task view.
  4. Enter the name of the new mail template in Name of copy.
  5. Click OK.

To display a mail template preview

  1. Select the category Employees | Basic configuration data | Mail templates.
  2. Select the template in the result list. Select Change master data in the task view.
  3. Select Preview... in the task view.
  4. Select the base object.
  5. Click OK.

To delete a mail template

  1. Select the category Employees | Basic configuration data | Mail templates.
  2. Select the template in the result list.
  3. Click in the result list toolbar.
  4. Confirm the security prompt with Yes.
Detailed information about this topic

General Properties of a Mail Template

General Properties of a Mail Template

The following general properties are displayed for a mail template:

Table 31: 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:
Value Description
HTML The email notification is formatted in HTML format. HTML format can contain formatting.
TXT The email notification is formatted in text format. Text format cannot contain any formatting.
Design type Design in which to generate the email notification. Permitted values are:
Value Description
Mail template The generated email notification contains mail text corresponding to the mail definition.
Report The email notification is generated with the report contained under Report (parameter set) as mail body.
Mail template, report as attachment The generated email notification contains mail text corresponding to the mail definition. The report entered in the Report (parameter set) field is attached to the mail as 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.
Disabled Specifies whether this mail template is disabled.
Mail definitions Unique name for the mail definition.
Language culture Language which applies to the mail template.
Subject Subject of the email message
Mail body Content of the email message.
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