Chat now with support
Chat with Support

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

Templates for Automatically Filling the IT Shop

Templates for Automatically Filling the IT Shop

Table 117: Configuration Parameters for Templates in the IT Shop
Configuration parameter Meaning
QER\ITShop\Templates Preprocessor relevant configuration parameter for controlling the database model components for the Shelf Filling Wizard. Changes to the parameter require recompiling the database. Shelf templates can be used. Changes to the parameter require recompiling the database.

You can create templates for setting up shelves automatically. Use templates when you want to setup shelves in several shops or shopping centers with the same products.

Table 118: Templates Overview
Template Description
Global shelf templates A global shelf template is automatically distributed to all shops within the IT Shop solution. The global shelf templates are reproduced in every shop. A corresponding shelf with products is created in each shop. If a new shop is created with the IT Shop solution, the global shelf template is also duplicated in this shop.

NOTE: Global shelf templates are not distributed to default shops.
Special shelf templates A special shelf template is manually assigned to one or more shops. The special shelf template is copied to these shops and a corresponding shelf with products is added. A special template can be distributed additionally to shopping center templates.
Shopping center templates A shopping center template is linked to one or more shopping centers that it should be reproduced in. You can only assign shopping center template to shopping center. By assigning a special shelf template to a shopping center template you create a shelf from a template within that shopping center template. This shelf is subsequently set up in all the shops belonging to this shopping center.

In order to simplify understanding, these templates are given the umbrella term "shelf templates" in the following.

To use shelf templates

  • Set the configuration parameter "QER\ITShop\Templates" in the Designer.

The following is valid for all shelf templates:

  • If a template is modified, the changes are passed onto all shelves created from this shelf template.
  • If a shelf template is deleted, all the shelves that originated from it are deleted from the shop. Outstanding requests are completed.
  • Shelf templates can only be deleted when their assigned products and approval policies have been removed.

The following diagram illustrates the shelf templates that can be set up, their assignments and the resulting IT Shop solution.

Figure 13: Assigning Shelf Templates

Implementing Shelf Templates in a IT Shop Solution

Implementing Shelf Templates in a IT Shop Solution

To create different shelf templates and implements in an IT Shop solution, do the following:

Global Shelf Templates

  1. Create a global shelf template.

    For more information, see Editing Shelf Templates.

  2. Assign products and approval policies to global shelf template.

    For more information, see Additional Tasks for Shelf Templates.

The global shelf template is automatically reproduced in all shops in the IT Shop. The shelves that created are linked to the global shelf template from which they originate. The products are transferred from the template to the shelf that is created from the template.

NOTE: Global shelf templates are not distributed to default shops.

Special Shelf Template

  1. Create a special shelf template.

    For more information, see Editing Shelf Templates.

  2. Assign products and approval policies to the special shelf template.

    For more information, see Additional Tasks for Shelf Templates.

  3. Assign the special shelf template to one or more shops.

    For more information, see Assigning Shelf Templates to Shops and Shopping Center Templates.

The special shelf template is automatically copied to all shops in the IT Shop. The shelves that created are linked to the special shelf template from which they originate. The products are transferred from the template to the shelf that is created from the template.

Shopping Center Template

  1. Create a shopping center template.

    For more information, see Editing Shelf Templates.

  2. Create a special shelf template.

    For more information, see Editing Shelf Templates.

  3. Assign products and approval policies to the special shelf template.

    For more information, see Additional Tasks for Shelf Templates.

  4. Assign the special shelf template to the shop center template.

    For more information, see Assigning Shelf Templates to Shops and Shopping Center Templates.

  5. Assign the shopping center template to the desired shopping centers.

    For more information, see General Master Data for an IT Shop Structure.

The special shelf template is automatically copied to the shopping center template. Subsequently, the shelf created form the shopping center template is distributed to all the shops in the shopping center. The shelves that are created obtain a link to the shelf that they originated from.

Editing Shelf Templates

Editing Shelf Templates

Table 119: Parameters for using with Shelf Templates
Configuration parameter Meaning
QER\ITShop\Templates Preprocessor relevant configuration parameter for controlling the database model components for the IT Shop Shelf Filling Wizard. Changes to the parameter require recompiling the database.

If the parameter is set, the Shelf Filling Wizard components are available.

To edit a shelf template

  1. Select the category IT Shop | Shelf templates.
  2. Select a shelf template in the result list. Select Change master data in the task view.

    - OR -

    Click in the result list toolbar.

  3. Edit the shelf template's master data.
  4. Save the changes.

General Master Data for a Shelf Template

General Master Data for a Shelf Template

Enter the following properties for a shelf template:

Table 120: General Master Data for a Shelf Template
Property Description
IT Shop Nodes Identifier of the IT Shop structure for creating the shelf template.
Internal name Internal name of the shelf template.
IT Shop information Type of shelf template. Select the "Shopping center template", "Global shelf template" or "Shelf template" in the list.
Role type

You can use role types to specify inheritance of approval policies within an IT Shop. For more information, see Determining Effective Approval Policies.

Add the required role types in IT Shop | Basic configuration data | Roles types. For more information, see Role Types.

The role type is applied to the new shelf.

Location Assign a location. You can use this data in approval workflows for determining the approver responsible for requests from the shelves that have been created.
Department Assign a department. You can use this data in approval workflows for determining the approver responsible for requests from the shelves that have been created.
Cost center Assign a cost center. You can use this data in approval workflows for determining the approver responsible for requests from the shelves that have been created.
Owner Specify the employee responsible for the shelves that have been created. You can use this data in approval workflows for determining the approver responsible for requests from the shelves that have been created.
Deputy Specify a deputy owner. You can use this data in approval workflows for determining the approver responsible for requests from the shelves that have been created.
Attestors Applications role whose members are authorized to approve attestation cases for this business role.

To create a new application role, click . Enter the application role name and assign a parent application role.For more information, see Attestors.

NOTE: This property is available if the Attestation Module is installed.
Description Spare text box for additional explanation.

Certification status

The shelf template's certification status. You can select the following certification statuses:

  • New – The shelf template was newly added to the One Identity Manager database.
  • Certified – The shelf template master data was granted approval by the manager.
  • Denied – The shelf template master data was denied approval by the manager.
Related Documents