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Identity Manager 8.0 - IT Shop Administration Guide

Table of Contents

Setting up an IT Shop Solution

One Identity Manager Users in the IT Shop Putting the IT Shop into Operation Requestable Products

Multi-request resources

Preparing Products for Requesting

Entering Service Items

General Master Data for a Service Item Pricing Information Extended Master Data for a Service Item Default Service Items Additional Tasks for Managing Service Items

Service Item Overview Editing Product Dependencies for Requests Assign Hierarchical Roles

Assign Organizations Assign Business Roles

Assign Function Areas assign extended properties Displaying Websites Changing Products Assign Tag Assign Object Dependent References

Specifying Products Dependencies Reports about Service Items

Overview of all Assignments

Entering Service Categories

Service Category Master Data Default Service Categories Additional Tasks for Managing Service Categories

Service Category Overview Assigning Service Items Assign Object Dependent References

Entering Product Specific Request Properties

Request Property Master Data Additional Tasks for Managing Request Properties

Request Properties Overview Copy Request Properties

Products with a Limited Request Period Product Request on Customer or Product Relocation Non-Requestable Products Entering Terms of Use

Additional Tasks for Terms of Use

The Terms of Use Overview Assigning Service Items

Additional Tasks for Tags

Tag Overview Assigning Service Items

Assigning and Removing Products

Assigning a Product Removing a Product Relocating a Product to another Shelf Changing a Product

Preparing the IT Shop for Multi-factor Authentication

Editing Table Properties Preparing Starling 2FA Token Requests Using Multi-Factoring for Requests Requesting a Security Code

Assignment Requests and Delegating

Standard Products for Assignment Requests and Delegation Requesting Single Business Roles Customizing Assignment Requests Preparing for Delegation Notifying Delegates Canceling Assignments and Delegations Removing a Customer from a Shop Setting up Assignment Resources

General Master Data for an Assignment Resource Default Assignment Resources Additional Tasks for Managing Assignment Resources

Assignment Resource Overview Add Assignment Resources to IT Shop

Creating IT Shop Requests from Existing User Accounts, Assignments and Role Memberships

Creating Requests for Employees Creating User Account Requests Creating Requests for Workdesks Creating Assignment Requests

Adding Groups Automatically to the IT Shop

Deleting Unused Application Roles

Approval Processes for IT Shop Requests

Editing Approval Policies

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

Add to IT Shop Validity Check Editing Approval Workflows

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

Determining Effective Approval Policies Selecting Responsible Approvers

Default Approval Procedures

Self-Service Using IT Shop Structures to Find Approvers Using the Request Recipient to find Approvers Using a Specific Role to find Approvers Using the Requested Product to Find Approvers Using an Approval Role to Find Approvers Using a Cost Center to Find Approvers Using a Department to Find Approvers Using a Requested Role to find Approvers Deferred Request Approval Calculated approval Making External Approvals Finding Requesters

Setting up Approval Procedures

General Master Data for an Approval Procedure Queries for Finding Approvers

Deleting Approval Procedures Determining Approvers

Request Risk Analysis Testing Requests for Rule Compliance

Compliance Checking Requests

Identifying a Rule Violation

Finding an Exception Approver

Limitation for Exception Approvers Explicit Exception Approval

Checking the Request with Self-Service

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

Requests Overview

Request Details Approval Sequence Approval History

Multiple Requests for one Product Requests with Limited Validity Period

Checking Request Validity Periods

Relocating a Customer or Product to another Shop Requests for Employees Request Change of Manager for an Employee Canceling a Request Notifications in the Request Process

Demands for Approval Remind Approver Scheduled Approval Demands Limited Period Request Sequence Request Granting or Denying Approval Request Abort Escalating a Request Self-Service Approval Rejection Notifications with Questions Request Approval through Additional Approvers Unsubscribing an Approved Request Product Change Notification Default Mail Templates Bulk Delegation Notifications

Approval by Mail

Modifying an Approval Mail

Requests with Limited Validity Period for Challenged Role Memberships Requests from Permanently Disabled Employees Deleting Requests

Managing an IT Shop

IT Shop Base Data

Role Types Processing status

Default Processing Status

Role Classes Attestors Product owners Chief approval team Business Partners Functional areas Standard Reasons

Predefined Standard Reasons

Setting up IT Shop Structures

General Master Data for a IT Shop Structure User Defined Data for a IT Shop Structure Additional Tasks for IT Shop Structures

Overview of IT Shop Structures Assigning Approval Policies Assigning Requestable Products to a Shelf

Setting Up a Customer Node

General Master Data for a Customer Node General Master Data for a Customer Node Additional Tasks for Customer Nodes

Overview of Entitled Customers Assign Employees Creating Dynamic Roles

Deleting IT Shop Structures

Deleting Customer Nodes Deleting Shelves Deleting Shops Deleting Shopping Centers

Templates for Automatically Filling the IT Shop

Implementing Shelf Templates in a IT Shop Solution Editing Shelf Templates

General Master Data for a Shelf Template User Defined Master Data for a Shelf Template Additional Tasks for Shelf Templates

Assigning Approval Policies Assigning Requestable Products to a Shelf Shelf Filling Wizard

Assigning Shelf Templates to Shops and Shopping Center Templates Deleting Shelf Templates

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

request templates

Editing Request Templates

General Master Data for a Request Template Cart Items

Deleting Request Templates

Default Solution for Requesting System Entitlements

Adding an SharePoint Group Adding an Active Directory Group Modifying an Active Directory Group Deleting an Active Directory Group Requesting Groups Memberships

Timeout on Saving Requests Bulk Delegation Failure

Appendix: Configuration Parameters for the IT Shop Appendix: Request Statuses Appendix: Example of Request Results

Pricing Information

Setting up an IT Shop Solution > Preparing Products for Requesting > Entering Service Items > Pricing Information

Pricing Information

Enter the required pricing information for booking the service item to the accounts on the Calculation tab.

Table 6: Pricing for a Service Item
Property	Description
Purchase price	Purchase price.
Sales price	Sales price.
Internal price	Internal transfer price.
Rental rate (purchasing)	Purchase price on product rental.
Rental rate (selling)	Sales price on product rental
Rental rate (internal)	Internal transfer price on product rental
Currency	Currency unit
Sales tax	Sale tax to apply in percent (%)

Extended Master Data for a Service Item

Setting up an IT Shop Solution > Preparing Products for Requesting > Entering Service Items > Extended Master Data for a Service Item

Extended Master Data for a Service Item

On the Picture tab you can import an image of the product into the data base. Select the path where the picture is stored.

Additional company specific information. Use the Designer to customize display names, formats and templates for the input fields.

Default Service Items

Setting up an IT Shop Solution > Preparing Products for Requesting > Entering Service Items > Default Service Items

Default Service Items

The One Identity Manager provides service items by default. These service items are assigned to the shop "Identity & Access Lifecycle". You can request them as standard products through the Web Portal.

To edit default service items

Select the category IT Shop | Service catalog | Predefined.

Additional Tasks for Managing Service Items

Setting up an IT Shop Solution > Preparing Products for Requesting > Entering Service Items > Additional Tasks for Managing Service Items

Additional Tasks for Managing Service Items

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.

Service Item Overview

Editing Product Dependencies for Requests

Assign Hierarchical Roles

Assign Organizations

Assign Business Roles

Assign Function Areas

assign extended properties

Displaying Websites

Changing Products

Assign Object Dependent References

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