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
Editing Request Templates
Editing Request Templates
To edit a request template
- Select the category IT Shop | Request templates.
- Select a request template in the result list. Select Change master data in the task view.
- OR -
Click
in the result list toolbar.
- Edit the request template's master data.
- Save the changes.
General Master Data for a Request Template
Managing an IT Shop > request templates > Editing Request Templates > General Master Data for a Request Template
General Master Data for a Request Template
| 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:
| 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.
| 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.
|
| 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
- Select the category IT Shop | Request templates.
- Select a request template in the result list.
- 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. |
