Chat now with support

Get Live Help
Complete Registration

Sign In

Request Pricing

Contact Sales

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

Requests Overview

Request Sequence > Requests Overview

Requests Overview

To obtain an overview of all pending and closed requests

Select the category IT Shop | Requests | <filter>.
Select a request procedure in the result list.
Select Request overview in the task view.

Request Details

Request Sequence > Requests Overview > Request Details

Request Details

To obtain detailed information about a request

Select the category IT Shop | Requests | <filter>.
Select a request procedure in the result list.
Select Request details in the task view.

You see the general request data and the current status of the request.

Approval Sequence

Request Sequence > Requests Overview > Approval Sequence

Approval Sequence

You obtain the current status of the approval process for pending requests. The approval sequence is show as soon as the DBQueue Processor has determined the appover for the approval step. You can view the approval sequence, the result of each approval step and the approver that has been found, in the approval workflow. If the approval procedure could not find an approver, the request is closed by the system.

To display the approval sequence of a pending request

Select the category IT Shop | Requests | Pending requests | <Filter>.
Select the request procedure in the result list.
Select Approval sequence.

Each approval level of an approval workflow is represented by a special control. The approvers responsible for an approval step are shown in a tooltip. Pending attestation questions are also shown in tooltips. These elements are colored. The color code reflects the current status of the approval level.

Table 71: Meaning of the Colors in an Approval Sequence (in order of decreasing importance)
Color	Meaning
Blue	This approval level is currently being processed.
Green	This approval level has been granted approval.
Red	This approval level has been denied approval.
Yellow	This approval level has been deferred due to a question.
Gray	This approval level has not (yet) been reached.

Approval History

Request Sequence > Requests Overview > Approval History

Approval History

The approval history displays each step of the request process. Here you can follow all the approvals in the approval process in a chronological sequence. The approval history is displayed for both pending and closed requests.

To view the approval history for a request

Select the category IT Shop | Requests | <filter>.
Select a request procedure in the result list.
Select Approval history in the task view.

These elements are colored. The color code reflects the status of the approval steps.

Table 72: Meaning of Colors in the Approval History
Color	Meaning
Yellow	Request triggered.
Green	Approver has granted approval.
Red	Approver has denied approval. Request has been escalated. Approver has recalled the approval decision.
Gray	Product has been canceled. Request is aborted. Request has been assigned to an additional approver. Additional attestor has withdrawn approval decision. Approval has been delegated New attestor has withdrawn the delegation.
Purple	Request renewed
Orange	Approver has a query The query has been answered Query was aborted due to change of approver
Blue	Approver has rerouted approval. Approval step has been automatically reset

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating

© ALL RIGHTS RESERVED. Feedback Terms of Use Privacy