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Identity Manager 8.1.4 - IT Shop Administration Guide

Setting up an IT Shop solution
One Identity Manager users in the IT Shop Implementing the IT Shop 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 Active Directory and SharePoint groups to the IT Shop automatically Adding Privileged Account Management user groups to the IT Shop automatically
Approval processes for IT Shop requests
Approval policies for requests Approval workflows for requests Determining the effective approval policies Selecting responsible approvers Request risk analysis Testing requests for rule compliance Approving requests from an approver Automatically approving requests Approval by peer group analysis Gathering further information about a request Appointing other approvers Escalating an approval step Approvers cannot be established Automatic approval on timeout Cancel request on timeout Approval by the 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 Custom mail templates for notifications Request templates
Resolving errors in the IT Shop Configuration parameters for the IT Shop Request statuses Examples of request results

Assigning service items

Use this task to assign any number of service items to the service category.

To assign service items to a service category

  1. In the Manager, select the IT Shop | Basic configuration data | Service categories category.

    - OR -

    In the Manager, select the IT Shop | Service catalog category.

  2. Select the service category in the result list.

  3. Select the Assign service items task.

    In the Add assignments pane, assign service items.

    TIP: In the Remove assignments pane, you can remove service item assignments.

    To remove an assignment

    • Select the service item and double-click .

  4. Save the changes.

Assigning object-dependent references

Object-dependent references can be assigned to service categories. Use object-dependent references to configure your Web Portal with the Web Designer. All object-dependent references whose type references the AccProductGroup table can be assigned. For detailed information, see the One Identity Manager Web Designer Reference Guide.

To assign object-dependent references to a service category

  1. In the Manager, select the IT Shop | Basic configuration data | Service categories category.

    - OR -

    In the Manager, select the IT Shop | Service catalog category.

  2. Select the service category in the result list.

  3. Select the Assign object-dependent references task.

    In the Add assignments pane, assign object-dependent references.

    TIP: In the Remove assignments pane, you can remove object-dependent reference assignments.

    To remove an assignment

    • Select the object-dependent reference and double-click .

  4. Save the changes.

Entering product-specific properties

When products are requested in the Web Portal, product-specific request properties can be queried dynamically. These request properties are displayed in the Web Portal depending on the configuration, requester, or approver. Request properties are saved as additional information in the shopping cart and in the request procedure.

In order to use product-specific request properties, define which properties are permitted for which product. To do this, assign the request properties to service items or service categories. When a product is requested, the request properties are displayed for the service item. If there are no extended request properties stored for the service item, the request properties from the service category are used.

To supply request properties with a request, define request properties groups. Request property groups include any number of request properties.

To add a request property

  1. In the Manager, select the IT Shop | Basic configuration data | Request properties category.

  2. Click in the result list.

  3. Enter the name and a description for the request property group.

  4. To add a request property, click Add.
  5. Edit the request property's master data.

  6. To add more request properties, click Add.

  7. Save the changes.

To edit request properties

  1. Select the IT Shop | Basic configuration data | Request properties category.

  2. In the result list, select the request property group.

  3. Select the Change master data task.

  4. Edit the request property's master data.

  5. Save the changes.
Detailed information about this topic

Request property master data

In a request property's master data, you specify the column in ShoppingCartItem in which to save the request property when the request is made. If the selected column is a foreign key column, the requester can select permitted values from a list in the Web Portal. The values can be limited by a condition. If the selected column allows free text, the requester must enter the request property as text in the Web Portal.

NOTE: If you want to use custom column to store request properties, add identical columns to the tables ShoppingCartItem and PersonWantsOrg.

If you add a new request group, you must fill out the compulsory fields.

Table 9: Master data of a request property group

Property

Description

Request property group

Name of the request property group.

Description

Exact description of the request properties. This text is shown with the request in the Web Portal.

To group request properties

  • Click Add.

Enter the following master data for each request property.

Table 10: Request property master data

Property

Description

Column

Column of the table ShoppingCartItem in which to save the request property when the request is saved.

Display value

Name used to display the request property in the Web Portal. Click to enter language-dependent display values.

Sort order

Sort order in which to display the request properties in the Web Portal.

Mandatory parameter

Specifies whether it is mandatory to enter the request property when a product is requested.

Read-only

Specifies whether the request property should only be viewable in the Web Portal and not editable.

Editable for approver

Specifies whether both requester and approver can edit the request property. If this option is disabled, only the requester can edit this request property.

Condition

Condition limiting a foreign key value list.

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