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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

Shelf Filling Wizard

Use this task to assign special shelf templates to shops and shopping centers. For more information, see Assigning Shelf Templates to Shops and Shopping Center Templates.

Assigning Shelf Templates to Shops and Shopping Center Templates

Assigning Shelf Templates to Shops and Shopping Center Templates

Global shelf templates are immediately distributed to all shops. Assign special shelf templates manually to shops and shopping center templates. You also need to assign shopping center templates to the desired shopping center. This assignment takes place in the shopping center. For more information, see General Master Data for an IT Shop Structure.

To assign a special shelf template to shops and shopping center templates

  1. Select the category IT Shop | Shelf templates.
  2. Select a shelf template in the result list.
  3. Select the task Shelf Filling Wizard.
  4. Select the tab Create/remove shelves.
  5. Select a special shelf template in Shelf template.
  6. Enable the shops and shopping center template to which to assign this shelf template.

    - OR -

    Disable the shops and shopping center template whose assignment you want to remove.

  7. Click Apply.
Table 121: Shelf Filling Wizard
Property Description
Tab Create/remove shelves This shows shops and shopping centers to which shelf templates can be assigned and removed again.
Shelf template This list displays all available special shelf templates. By default, the shelf template list is preset with the name of shelf template from which the wizard is started.
Filter

This limits the number of shops and shopping center templates displayed. All the entries are displayed that are entered in the character string given in the filter condition. Upper and lower case is not taken into account. The filter takes effect after the shelf template has been reselected in the Shelf templates list.

The filter also affects the view on the tab Assignment via shopping center templates.

List of Shops and Shopping Center Templates
  • To assign a shelf template, check the box next to the desired shop or shopping center template.
  • Use the button Assign all to assign a template to all shops and shopping center templates.
  • In order to remove the assignments from all shops, click the button Remove all.
  • You can select several entry at one time (CTRL + left mouse button or SHIFT + left mouse button ) and change the assignments using the button Invert selection.
  • Click Apply to save the changes.
Tab Assignment via shopping center templates

Once the DBQueue Processor has calculated the assignments, the shops in which a shelf was created from a shopping center template, are displayed on this tab. This only provides an overview. You cannot edit the assignments.

The shops displayed are limited through the filter.

Deleting Shelf Templates

Deleting Shelf Templates

Table 122: Configuration Parameter for deleting Shelf Templates
Configuration parameter Meaning
QER\ITShop\Templates\DeleteRecursive This configuration parameter specifies whether the recursive deletion is allowed from shelf templates. The configuration parameters is disabled by default.

The configuration parameter "QER\ITShop\Templates\DeleteRecursive" is taken into account on deletion. If the configuration parameter is set, you can delete a shelf template without requiring any further steps. When this shelf template is deleted, the shelves and products connected with this template are also deleted from the shops. Pending requests from these shelves are closed, approved request are canceled. If the parameter is not set, templates cannot be deleted as long as shelves reference it.

To delete shelf templates recursively

  1. Set the configuration parameter "QER\ITShop\DeleteRecursive" in the Designer.
  2. Select the category IT Shop | Shelf templates in the Manager.
  3. Select a shelf template in the result list.
  4. Click in the result list toolbar.

    The next time the DBQueue Processor runs, the shelves and products connected with this template are also deleted from the shops. Pending requests from these shelves are closed, approved request are canceled.

If the configuration parameter is not set, proceed as follows to delete the shelf template:

To delete a global shelf template

  1. Select the category IT Shop | Shelf templates.
  2. Select the global shelf template in the result list.
  3. Remove all assigned products.

    For more information, see Assigning Requestable Products to a Shelf.

  4. Save the changes.

    All assignments of these products to shelves are removed when the DBQueue Processor runs the next time. Then, the shelf template can be deleted.

  5. Click in the result list toolbar.

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

To delete a special shelf template

  1. Select the category IT Shop | Shelf templates.
  2. Select the special shelf template in the result list.
  3. Remove all assigned products.

    For more information, see Assigning Requestable Products to a Shelf.

  4. Save the changes.

    All assignments of these products to shelves are removed when the DBQueue Processor runs the next time.

  5. Remove all assignments of the shelf template to shops and shopping center templates.

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

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

  6. Click in the result list toolbar.

To delete a shopping center template

  1. Select the category IT Shop | Shelf templates.
  2. Select the shopping center template in the result list.
  3. Delete all shopping center assignments.

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

    All shelves based on this template are deleted when the DBQueue Processor runs the next time.

  4. Delete all special shelf template assignments to the shopping center template.

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

  5. Click in the result list toolbar.

Creating Custom Mail Templates for Notifications

Creating Custom Mail Templates for Notifications

Mail templates are used to send email messages to requesters and approvers. For more information, see Notifications in the Request Process.

A mail template consists of general master data such as target format, important or mail notification confidentiality and one or more mail definitions. Mail text is defined in several languages in the mail template. This ensures that the language of the recipient is taken into account when the email is generated.

There is a One Identity Manager in the Mail Template Editor to simplify writing notifications. You can use the Mail Template Editor to create and edit mail text in WYSIWYG mode.

To edit mail templates

  1. Select the category IT Shop | Basic configuration data | Mail templates.

    This shows all the mail templates that can be used for requests in th

    e result list.IT Shop
  2. Select the mail template in the result list. Select Change master data in the task view.

    - OR -

    Click in the result list toolbar.

    This opens the mail template editor.

  3. Edit the mail template.
  4. Save the changes.

To copy a mail template

  1. Select the category IT Shop | Basic configuration data | Mail templates.
  2. Select the mail template you want to copy from the result list. Select Change master data in the task view.
  3. Select Copy mail template... in the task view.
  4. Enter the name of the new mail template in Name of copy.
  5. Click OK.

To display a mail template preview

  1. Select the category IT Shop | Basic configuration data | Mail templates.
  2. Select the template in the result list. Select Change master data in the task view.
  3. Select Preview... in the task view.
  4. Select the base object.
  5. Click OK.

To delete a mail template

  1. Select the category IT Shop | Basic configuration data | Mail templates.
  2. Select the template in the result list.
  3. Click in the result list toolbar.
  4. Confirm the security prompt with Yes.
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