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Identity Manager 8.0 - Web Portal User Guide

Table of Contents

Getting Started

Logging On and Off

Logging into the System for the First Time Logging in with a Web Browser Logging Off

Setting a Secret Password Question Password Reset Portal Login Updating your Contact Information

Editing Active Directory User Accounts

Selecting a Language Navigation and Handling

Exploring Your Home Page

Conditions for Viewing Using the Main Navigation Making Approval Decisions about Pending Items

Using the Header Simple Navigation Searching

Context-Independent Search Simple Search Advanced Search

Sorting Bookmarks

Setting Bookmarks Setting Bookmarks in Service Categories Selecting Bookmarks Deleting Bookmarks

Using the Help Support Community Connection

Selecting a Language

Text Filters Number Filters Object filter Filtering the Calendar Function Deleting Filters

Grouping and Ungrouping Columns Other Columns Saving Views Removing Saved Views Custom Filter Conditions

Creating Filters with the Wizard Handling Controls Technical Names of Database Columns Filter Conditions as SQL Expressions

Exporting a View Mobile View

Heatmaps and Statistics in the Mobile View

Finding Service Items Searching in Service Categories Requesting through a Service Category Requesting Products with Dependent Products Requesting from a Template Requesting through a Reference User Making Requests for Other Recipient Requests for Subidentities

Request History

Resubmitting a Request Process Monitoring

Editing Requests

Canceling Requests Canceling requests Renewing Requests

Maintaining Templates

Creating and Maintaining Templates Using Reference User's Requests Deleting Templates Sharing Templates Adding Information

Viewing Requests Editing Requests Requesting a Starling 2FA Token Requesting Products requiring Multi-Factor Authentication Special Requests Requesting Groups Submitting Requests Setting Validity Periods Specifying Priorities Failed Requests

Pending Requests

Approving Pending Requests Canceling Pending Requests Displaying and Approving Complete Requests Approving Active Directory Group Pending Requests Approving New Managers Assignments Asking for Help Deleting Questions Revoking Hold-Status Rerouting Approval Delegating Approval Adding Approvers Changing Priority Editing Validity Periods Adding Additional Items Confirming Terms of Use

Approval History

Searching for Approvals Withdrawing delegation Withdrawing Additional Approval

Request Inquiries

Request Approvals

IT Shop Escalation

Escalated Request Approvals Canceling Escalated Requests

My Attestation Status

Viewing Details Attesting Pending Attestations Sending Reminders Approving my Attestations

Pending Attestations

Viewing New Attestations Adding Approvers Attestations for a Specific Object Type Viewing Authorized Employee Object Attestations History Asking for Help

Attestation History Attestation Inquiries

Attestation Policies

Attestation Policy Runs

Sending Reminders about Attestation Runs Sending Reminders about Selected Attestation Policy Runs Extending an Attestation Run

Attestation Policy Settings

Viewing Attestation Policies Adding Attestation Policies Editing Attestation Policies Modifying Attestation Procedures Copying Attestation Policies Deleting Attestation Policies Adding Conditions Editing Conditions Deleting Conditions Objects affected by a Condition Updating Object Selection

Viewing Attestation Cases

Pending Rule Violations

Approving Exception Approvals Resolving Rule Violations

Rule Violation History Pending Policy Violations Policy Violation History

Rule Violations Policy Violations

Governance Administration

Risk Assessment High Risk Overview Compliance Frameworks Rule Violations Policy Violations Rule Analysis Function analysis

My Responsibilities

Adding Employees Viewing Rule Violations Editing Employee Data Assigning New Managers Creating a Passcode Creating Reports about Employee Data Viewing Information Viewing Risk Indexes Adding New Delegations Deleting or Canceling Delegations Editing Memberships Viewing Entitlement Assignments Requests History Timeline Status comparison Comparing an Employee's Status Attestations Approving Attestations

System entitlements

Adding Memberships Deleting Memberships Editing Master Data Attestations Owner New Owner Role Moving Responsibilities Attestors Usage Child Groups

New Business Roles Restoring Deleted Roles Master Data Adding Entitlements Deleting Entitlements Splitting a Role Compare and Merge Restoring to a Historical Status Viewing Details Attestations Statistics

New System Role

Comparison Status of a Company Resource Statistics

Statistics

Statistics

New Resources

Assign resources Multi-requestable/unsubscribable Resources Devices

Adding New Devices Editing Master Data

Adding Tags for Service Items

Adding New Delegations Deleting Delegations Delegation History

Assigning Owners

Assigning Owners to Devices Assigning System Entitlements Owners

Claim Ownership

Employee's Approvals Employee Memberships

System Entitlements

Viewing an Employee's System Entitlements

Business Roles System Roles Application Roles Organizations Resources Assignment Resources Multi-request Resources Multi-Requestable/Unsubscribable Resources Applications

Governance Administration

Editing Business Roles Restoring Deleted Roles

Assigning Product Owners Assigning Attestors

Editing Roles Restoring Roles

Related Applications Calls

Adding New Calls Viewing Call History

Removing Attachments

Mail Subscriptions Personal Dashboard Settings Subscriptions

Adding Subscriptions Subscription settings Receive Subscription Immediately Ending Subscriptions

New Report Viewing Report Definitions

Overview Master Data Usage

Displaying Reports Exporting Reports

Discovering your Statistics on the Start Page

Viewing Statistics Hiding Statistics Viewing Source Data Applying Filters

Viewing Data Viewing Changes for a Specific Period Limiting Amounts of Data Displaying Object Details

What Statistics are Available?

High Risk Overview Compliance Risk Policies Organizations IT Shop Attestations Target systems

Selecting a Language

Getting Started > Navigation and Handling > Help > Selecting a Language

You can configure which language you want use in the Web Portal.

To set the language for your web application

Click  in the header and select My Profile in the menu.

The tab Contact Data is preselected.

Click Change next to the Language culture entry and select your preferred language.
Save the changes.
The changes take effect immediately in the Web Portal.

NOTE: Another way of changing the language is through the browser. The browser settings only apply if your web application does not specify a language.

NOTE: You can also set the language in the Connection dialog box from the

menu.

About

Getting Started > Navigation and Handling > Help > About

The About menu shows you, amongst other things, information about your currently installed version of the Web Portal and the registered names of the product. It is displayed in dialog box containing the following views.

About
Displays the registered trade mark names and the currently installed version of the Web Portal.
Legal Notices
Lists components from third-parties included in the Web Portal. The contact data and the component license might also be given.
Contact
This shows the contact data for purchasing queries or other questions.

To open the "About" dialog box

Click in the header and then About.
The About view is pre-selected.
Select the view for the information type you want to view in more detail.

Filter

Getting Started > Navigation and Handling > Filter

The filter function is represented by and provides various types of filters. It is available in all table columns.

NOTE: The contents of filter dialog boxes vary depending on context. You can filter by text, numeric values, fixed values, such as gender, "yes" or "no", dates or objects.

To use filter on a column

Open a menu, which shows a view with tables.
Click in the selected column.

Detailed information about this topic

Text Filters

Getting Started > Navigation and Handling > Filter > Text Filters

You can find a text filter in the column Product in the Request History view.

To apply filter criteria to text

Enter one or more terms in Filtering on... in the dialog box.

Select one of the following criteria from the menu.

Table 15: Other criteria for applying filters to text boxes
Filter	Description
All words	This displays all search results, which contain the term in the text box.
Starts with...	Only results, which start with the given term are displayed.
Ends with...	Only results, which end with the given term are displayed.
One or more words	Only results containing at least on of the given terms are displayed.

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