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Identity Manager 8.0 - Web Portal User Guide

Getting Started Request Attestations Compliance Ownerships
My Responsibilities Delegation Ownerships Auditing Governance Administration
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Modifying Attestation Procedures

Before you save data or changes for attestation policies, you can set the link type for selecting the object. Set this in the Attestation procedure when you add or edit a new attestation policy. The following link types are available.

Table 38: Link Types

Link Type

Description

Example

All conditions must be fulfilled:

New attestation cases are added for all objects fulfilling all of the conditions the next time the attestation policy is executed. If one of the objects to attest does not fulfill a condition, this object is not attested. In addition, use of this link type generates a intersecting set of all the individual conditions of the selected objects.

Example: For the attestation policy of type "Membership in organizations" there are the condition "Departments with matching names" and "Attestation by attestation status". If this link type is set, the sum of the results for both conditions is displayed in addition to the results for each condition separately.

At least one condition must be fulfilled:

New attestation cases are added for all objects fulfilling at least one of the conditions the next time the attestation policy is executed. Use of this link type generates a superset of all the individual conditions of the selected objects.

Several conditions apply to the attestation policy mentioned above. During the attestation case, the superset of attestation objects is displayed as the sum of objects found because this link type requires at least condition to be met.

To select object link types

  1. Open the menu Attestation Policy Settings.
  2. Perform one of the following tasks.
    1. Create a new attestation policy.

      For more information, see Adding Attestation Policies.

    2. Edit the desired attestation policy.

      For more information, see Editing Attestation Policies.

  3. Perform one of the following tasks.
    1. Assign an attestation procedure to the attestation policy using Assign in the Master Data view.
    2. Assign a different attestation procedure to the attestation policy using Change in the Master Data view.
  4. Save the changes.

Copying Attestation Policies

In the Attestation Policy Settings menu you can also copy and edit attestation policies. If you enable the option Include deactivated policies, you can also edit these policies.

Copied attestation policies can be deleted again.

To copy an attestation policy

  1. Open the menu Attestation Policy Settings.
  2. Mark the desired attestation policy and click in the Actions column.

    NOTE: The system contains default attestation policies. These policies can only be edited to a limited degree. Only Approval policies, Calculation schedule, Time required and the option Close obsolete tasks automatically could be edited until now. If you want to make changes to a default attestation policy, create a copy and edit the copy.

    NOTE: If the option Close obsolete tasks automatically is set, you cannot hide processed attestation cases which are beyond the deadline.

  3. Edit the policy as required in the Master Data view.

    For more information, see Adding Attestation Policies. You can also add new conditions, change or delete existing ones. You permissions determined which data you may edit. For more information, see Adding Conditions.

  4. Click Save.

Deleting Attestation Policies

In the Attestation Policy Settings menu, you can delete attestation policies.

Copied attestation policies can be deleted again both in the Attestation Policy Settings view and the Edit attestation policy view.

To delete an attestation policy

  1. Open the menu Attestation Policy Settings.
  2. Perform one of the following tasks.
    1. Mark an attestation policy you want to copy or have already copied and click in the Actions column.

      - OR -

    2. Mark an attestation policy you want to copy or have already copied and click in the Actions column.

      This displays the Edit attestation policy view.

    3. Click Delete if you do not want to edit the policy any further.
  3. Confirm the delete prompt with Yes.

    The attestation policy is removed from the list.

Adding Conditions

When you edit attestation polices, you can also add new conditions to them. You can only add conditions to copies of attestation policies.

To add a condition to a policy

  1. Open the menu Attestation Policy Settings.
  2. Edit the desired attestation policy.

    For more information, see Editing Attestation Policies.

  3. Click in the Object selection part of the Master data view.
  4. Select the option you want in the Condition type menu in the Edit condition dialog box.

    NOTE: The options available in Condition type depend on which attestation procedure is set for the attestation policy to be edited.

    The following options are available.

    Table 39: Available Condition Types

    Condition Type

    Description

    All roles / cost centers

    Lists all company structures.

    Multi-select is possible. Selected parameters are listed in the detailed content view and can be canceled again there. Or you cancel the selection in list again.

    Attestation by attestation status / Roles by assignment type

    Lists attestations by status or role assignment type as other parameter.

    Multi-select is possible. Selected parameters are listed in the detailed content view and can be canceled again there. Or you cancel the selection in list again.

    Specific roles / cost centers

    List certain roles for the company structure,

    You can toggle between tree view and list view using and . Multi-select is possible. Selected roles are listed in the detailed content view and can be reselected there. Or you cancel the selection in list again.

    Business roles / Application roles / Cost centers with matching names

    Displays the Name text box.

    Enter a name for the company structure.

    New or not attested for x days

    Displays the Count text box.

    You can enter the count.

    Roles with specific owners / user accounts with specific people / Roles with any owner

    Lists certain employees for the company structure.

    Additional columns can be shown and the filter function applied. Multi-select is possible. Selected employees are listed in the detailed content view and can be canceled again there. Or you cancel the selection in list again.

    Roles with specific role classes

    Lists specific role classes.

    Multi-select is possible. Selected role classes are listed in the detailed content view and can be canceled again there. Or you cancel the selection in list again.

    Roles with defined risk index

    Display a scale of 0 to 1 for the risk index and two slide rulers.

    Specify a beginning and an end value within the scale.

    Roles with owners in departments

    Lists departments which have owners.

    Multi-select is possible. Selected role classes are listed in the detailed content view and can be canceled again there. Or you cancel the selection in list again.

  5. Save the changes.
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