The following basic data is required for managing employees.
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.
When external employees are entered into the system a company must be named.
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).
To manage external employees you require information about the business partner. Enter data for the external company.
Select a company in the result list. Select Change master data in the task view.
- OR -
Click in the result list toolbar.
Enter the following 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. |
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. |
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
- OR -
Click in the result list toolbar.
This opens the mail template editor.
To copy a mail template
To display a mail template preview
To delete a mail template
The following general properties are displayed for a mail template:
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 | ||||||||
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 | ||||||||
Target format | Format in which to generate email notification. Permitted values are:
| ||||||||
Design type | Design in which to generate the email notification. Permitted values are:
| ||||||||
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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