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
Approval Processes for IT Shop Requests
Entering Service Items
Assigning and Removing Products
Preparing the IT Shop for Multi-factor Authentication
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
Entering Service Categories
Service Item Overview
Editing Product Dependencies for Requests
Assign Hierarchical Roles
Assign Function Areas
assign extended properties
Displaying Websites
Changing Products
Assign Tag
Assign Object Dependent References
Specifying Products Dependencies
Reports about Service Items
Service Category Master Data
Default Service Categories
Additional Tasks for Managing Service Categories
Entering Product Specific Request Properties
Products with a Limited Request Period
Product Request on Customer or Product Relocation
Non-Requestable Products
Entering Terms of Use
Entering Tags
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
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
Editing Approval Policies
Request Sequence
General Master Data for Approval Policies
Default Approval Policies
Additional Tasks for Approval Policies
Approval Workflows
Working with the Workflow Editor
Setting Up Approval Workflows
Additional Tasks for Approval Workflows
Deleting Approval Workflows
Default Approval Workflows
Determining Effective Approval Policies
Selecting Responsible Approvers
Default Approval Procedures
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
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
Deleting Approval Procedures
Determining Approvers
Requests Overview
Multiple Requests for one Product
Requests with Limited Validity Period
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
Managing an IT Shop
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
Requests with Limited Validity Period for Challenged Role Memberships
Requests from Permanently Disabled Employees
Deleting Requests
IT Shop Base Data
Default Solution for Requesting System Entitlements
Role Types
Processing status
Role Classes
Attestors
Product owners
Chief approval team
Business Partners
Functional areas
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
Setting Up a Customer Node
General Master Data for a Customer Node
General Master Data for a Customer Node
Additional Tasks for Customer Nodes
Deleting IT Shop Structures
Templates for Automatically Filling the IT Shop
Implementing Shelf Templates in a IT Shop Solution
Editing Shelf Templates
Creating Custom Mail Templates for Notifications
General Master Data for a Shelf Template
User Defined Master Data for a Shelf Template
Additional Tasks for Shelf Templates
Assigning Shelf Templates to Shops and Shopping Center Templates
Deleting Shelf Templates
General Properties of a Mail Template
Creating and Editing an Email Definition
Custom Notification Processes
request templates
Adding an SharePoint Group
Adding an Active Directory Group
Modifying an Active Directory Group
Deleting an Active Directory Group
Requesting Groups Memberships
Error Handling
Appendix: Configuration Parameters for the IT Shop
Appendix: Request Statuses
Appendix: Example of Request Results
Demands for Approval
Demands for Approval
When a customer requests a product, the approver is notified that new approvals are pending.
Prerequisite
- The configuration parameter "
To set up the notification procedure
- Enter the following data for the approval step.
Table 80: Approval Step Properties for Notification Property Meaning Mail template for demand Select the mail template " TIP: If you allow approval by email, select the mail template "
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NOTE: You can schedule demands for |
Related Topics
Remind Approver
Remind Approver
If an approver has not made a decision by the time the reminder timeout expires, notification can be sent by email as a reminder. The approvers work time applies to the time calculation.
Prerequisite
- The configuration parameter "
To set up the notification procedure
- Enter the following data for the approval step.
Table 81: Approval Step Properties for Notification Property Meaning Reminder interval (hours) Number of working hours to elapse after which the
NOTE: Ensure that a state and/or county is entered into the employee‘s master data for determining the correct working hours. Mail template reminder Select the mail template "
TIP: If you permit approval by email, select the mail template "
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NOTE: You can schedule demands for |
Related Topics
Scheduled Approval Demands
Scheduled Approval Demands
| Configuration parameter | Meaning |
|---|---|
| QER\ITShop\MailTemplateIdents\RequestApproverByCollection |
This mail template is used for generating an email when there are pending requests for an approver. If this configuration parameter is not set, a "Mail template demand" or "Mail template reminder" for single approval steps can be entered to send an email for each request. If this configuration parameter is set, single mails are not sent. |
To send notifications about pending
- Set the configuration parameter "
Notification with the mail template "
TIP: To use something other than the default mail template for these notifications, change the value of the configuration parameter. - Configure and enable the schedule "Inform approver about pending
For more detailed information, see the One Identity Manager Configuration Guide.
Limited Period Request Sequence
Limited Period Request Sequence
| Configuration parameter | Meaning |
|---|---|
| QER\ITShop\ValidityWarning | Warning period for expiring requests given in days. If the number of days has elapsed, the customer is informed that the request has expired. |
A recipient keeps a product on the shelf up to a specific point in time when they unsubscribe the products again. Sometimes, however, products are only required for a certain length of time and can be canceled automatically. For more information, see Requests with Limited Validity Period.
The recipient is notified by email before the expiry date is reached and has the option to renew the request.
To set up the notification procedure
- Set the configuration parameter "QER\ITShop\ValidityWarning" in the Designer and enter the warning period (in days) for expiring requests.
- Configure and set the schedule "Reminder for Designer requests that expire soon" in the IT Shop.
- Enter the following data for the approval policy:
Table 84: Approval Policy Properties for Notification Property Meaning Mail template expired Select the mail template for sending the email message. The mail templates "IT Shop request - product expires" and "IT Shop request - expired" are available for this in the default installation. - Save the changes.