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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

Editing Request Templates

Editing Request Templates

To edit a request template

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

    - OR -

    Click in the result list toolbar.

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

General Master Data for a Request Template

General Master Data for a Request Template

Table 130: Configuration Parameters for Using Request Templates
Configuration parameter Meaning
QER\ITShop\ShoppingCartPattern\AutoQualified This configuration parameter specifies whether public request templates are automatically labeled as "shared" or whether they have to be manually shared by a manager.

Enter the following properties on the General tab:

Table 131: General Master Data for a Request Template
Property Description
Request template Name of the request template.
Name A freely chosen additional name for the request template.
Short name Short name for the request template.
Voucher number A combination of any characters to uniquely identify the request template. If you leave this field empty, the One Identity Manager automatically allocates a number.
Owner The employee that set up the template is automatically entered as the owner. This value can be changed at any time.
Description Spare text box for additional explanation.
Public template Specifies whether the request template is available to all One Identity Manager users.
Shared

Specifies whether the request template is can be used by all One Identity Manager users. This option can only be changed in Manager through the user with the application role Request & Fulfillment | IT Shop | Administrators.

If the option Public template is not set on a shared template, the option Shared is also disabled.

Request templates can be automatically share once the option Public template has been set.

To automatically share request templates

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

Cart Items

Cart Items

Use the Cart items tab to assign the product.

To add a new request item to the request template

  • Click .

    The data fields for entering properties are shown.

Table 132: Cart Items
Property Description
Product Products that can be requested with this request template. All service items are shown in the menu, whose products are assigned to at least one shelf in the IT Shop.
  • To add more products to the request template, click .
  • To delete a request item, click .
Quantity Number of products to request.

You need to customize your Web Portal in order to use these values. For more detailed information, see the .One Identity Manager Web Designer Reference Guide

Additional request data Additional information is required for the request.

Deleting Request Templates

Deleting Request Templates

To delete a request template

  1. Select the category IT Shop | Request templates.
  2. Select a request template in the result list.
  3. Click in the result list toolbar.

NOTE: Every owner can delete his own request templates in the Web Portal. One Identity Manager users with the application role Request & Fulfillment | IT Shop | Administrators can delete the request templates of all administrators.
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