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Identity Manager 8.0 - IT Shop Administration Guide

Setting up an IT Shop Solution
One Identity Manager Users in the IT Shop Putting the IT Shop into Operation Requestable Products Preparing Products for Requesting Assigning and Removing Products Preparing the IT Shop for Multi-factor Authentication Assignment Requests and Delegating Creating IT Shop Requests from Existing User Accounts, Assignments and Role Memberships Adding Groups Automatically to the IT Shop
Approval Processes for IT Shop Requests
Editing Approval Policies Approval Workflows Determining Effective Approval Policies Selecting Responsible Approvers Request Risk Analysis Testing Requests for Rule Compliance Approving Requests from an Approver Automatic Request Approval Obtaining Other Information about Requests by an Approver Appointing Other Approvers Setting up an Approval Step Approvers cannot be Established Automatic Approval on Timeout Abort Request on Timeout Approval through Chief Approval Team Approving Requests with Terms of Use Using Default Approval Processes
Request Sequence Managing an IT Shop
IT Shop Base Data Setting up IT Shop Structures Setting Up a Customer Node Deleting IT Shop Structures Templates for Automatically Filling the IT Shop Creating Custom Mail Templates for Notifications request templates
Default Solution for Requesting System Entitlements Error Handling Appendix: Configuration Parameters for the IT Shop Appendix: Request Statuses Appendix: Example of Request Results

Assigning Service Items

Assigning Service Items

Specify, the products to which the terms of use apply. Assign service items to the terms of use to do this.

To assign service items to the terms of use

  1. Select the category IT Shop | Service catalog | Terms of use.
  2. Select the terms of use in the result list.
  3. Select Assign service items in the task view.
  4. Double-click on the service item to be assigned to the terms of use in Add assignment.

    – OR –

    Double-click on the service item in Remove assignments to remove the assignment.

  5. Save the changes.

Entering Tags

Entering Tags

Product owners are able to add tags to their products. These tags can be used as search criteria by requests in the Web Portal. There are two ways of adding tags.

To add or edit a tag

  1. Select IT Shop | Basic configuration data | Tags.
  2. Select a tag in the result list. Select Change master data in the task view.

    – OR –

    Click New in the result list toolbar.

  3. Select Change master data in the task view.
  4. Edit the tag data.
  5. Save the changes.

Enter the following data for a tag.

Table 16: General Master Data for a Tag
Property Meaning
Tag Tag
Description Tag description.
Comment Spare text box for additional explanation.
Parent tag Tags can be organized hierarchically. Assign a parent tag to do this.

To add a tag directly to a product

  1. Select the category IT Shop | Service catalog | Hierarchical view | <service category>.

    - OR -

    Select the category IT Shop | Service catalog | Hierarchical view | Singles.

  2. Select the service item in the result list.
  3. Select Assign tag in the task view.
  4. Select Create tag... in the task view.
  5. Enter the tag and a description for it.
  6. Click Ok to save the tag.

    The new tag is shown on the assignment form.

  7. Double-click on the tag to assign it to the selected service item.
  8. Save the changes.

Additional Tasks for Tags

After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.

Tag Overview

Tag Overview

The overview form contains the most important information about a tag.

To get a overview of a tag

  1. Select IT Shop | Basic configuration data | Tags.
  2. Select a tag in the result list.
  3. Select Tag overview in the task view.
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