Identity Manager 8.0 - Web Portal User Guide

Searching in Service Categories

It is also possible to search for a service item in a selected service category.

To search for service items in a service category

1. Open the Request view and select a service category.

   The contents of the service category is listed in the Request view.

2. Enter a keyword or part of one in the text box in the Request view and click .

   This displays an overview of the resulting service item within the selected service category. For more information, see Requesting through a Service Category.

Requesting through a Service Category

You can make request through service categories in the Request view. After you have selected a service category, you may be presented with other groups and products in this service category.

You can search for products without preselecting a service category. For more information, see Searching. The filter function provides you with another way to find a product you want by filtering the list of products. For more information, see Filter.

There are products in the list that are marked with an icon. The meaning of these icons are explained with relevance to the product, in the table below.

To request products through a service category

1. Open the Request menu and click on the service category you want.

   In the Request view, the selected service category is shown as a highlighted link and the products that are in it are listed. Click , if you want the change the selected service category or return to the start page of the Request. Grouped service categories are displayed with and offer other selection options. For example, a service category with grouping is the service category Active Director Groups.

2. Enable the option Include child categories to display main and sub categories in the same list.
3. Perform one of the following tasks.
   1. Select the group you want from on of the grouped service categories.
   1. Enter the product in the search box and click .

      This displays the product.

4. Perform one of the following tasks.
   1. Mark the product and click Request.
   2. Enable the product's check box.

5. Enter other data about the product in the dialog window and confirm with OK.

6. Click Submit request now.

7. The My Shopping Cart view is displayed.

8. Perform one of the following tasks.
   1. Edit your shopping cart.

      For more information, see Editing Requests.

   2. Click Check & submit shopping cart.

      This displays a message about the request.

Requesting Products with Dependent Products

Example: Paper and color cartridge are ordered together for the printer. There is a condition that color cartridges may only be requested once a month. You can always request paper. Paper and toner was requested at the beginning of the month. The paper usage is higher than normal and is used up before the end of the month. The paper request cannot wait until next month and must be requested now without cartridges.

To request a product with dependent products

1. Open the Request menu and select the product you want.
2. Enter any other data about the product in the dialog window and confirm with OK.

   Your request is listed in the My Shopping Cart view.

   NOTE: If the dependent product has not been not requested as yet, it is automatically requested as well.

3. Perform one of the following tasks.
   1. Open dependent items and click .

      Another item appears below the request.

   2. Mark the request in the My Shopping Cart view.

   NOTE: In the detailed content view you can enter a reason for these items, edit and enable the Valid from and Valid until dates. Other actions are not possible.

4. Click Check and submit shopping cart.

Requesting from a Template

You can create requests from your own templates or system templates. This helps simplify proper provisioning for a particular job or function. For example, a template may contain all the products a new employee needs to get started. If you use a template for a request, you are not obliged to request all the products in the template. You only have to select the products you want from the template. For more information, see Maintaining Templates.

To make a request using a template

1. Open the Request menu.
2. Select Select a request template from the Actions menu.

   This opens the dialog box Choose a template.

3. Open the request template you want by clicking .

   This displays the products in the template.

4. Select the template.

   The selected template is displayed in the My Shopping Cart view.

5. Enter a reason and dates, if required, in the detailed content view.
6. Perform one of the following tasks.
   1. Click Edit.

      This opens a dialog box for the shopping cart. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart.

   2. Click Check & submit shopping cart.

      The request is checked and the dialog box Submit shopping cart is shown.

   3. Confirm the prompt with OK.

   For more information, see Editing Requests.