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Identity Manager 8.1.4 - Operational Guide

Table of Contents

About this guide Simulating data changes in the Manager

Prerequisites for using the simulation mode

Configuring the simulation report

Starting and completing a simulation Evaluating the simulation data Exporting the simulation data

Scheduling operations activation times

Planning times of execution in the Manager Displaying scheduled operations in the Manager

Restricting the display of scheduled operations

Labeling input fields and assignments with planned changes

Re-applying templates Exporting data with Manager

Creating a data export Saving the export definition as a simple report Saving the export definition in a file Saving the export definition in the user settings

Analyzing data and data changes

Displaying reports in the Manager Analyzing data changes in reports and the TimeTrace

Connecting a One Identity Manager History Database through an application server Establishing a direct connection to a One Identity Manager History Database

Displaying change information in the Manager The Info system in the Manager

Diagram types in the info system

Analyzing process monitoring in the Manager

Prerequisites for displaying the process information Working with the process view

Opening the process view Features in the process view Configuring the process display

Process information layout Layout of logged data changes

Schedules in One Identity Manager

Enabling and disabling schedules Starting a schedule immediately Editing schedules

Properties of schedules

Calculating the time of execution Scheduled maintenance tasks

Mail templates in One Identity Manager

Creating and editing mail templates Copying a mail template Creating a mail preview General properties of a mail template Creating and editing an email definition

Using base object properties Use of hyperlinks in the Web Portal Default functions for creating hyperlinks Using scripts in mail templates Support for dynamically generated HTML code in mail templates Using process parameters in hyperlinks

Defining default fonts and default font sizes for mail templates Customizing email signatures

Password policies in One Identity Manager

Predefined password policies Using password policies Editing password policies

General master data for password policies Policy settings Character classes for passwords

Custom scripts for password requirements

Script for checking passwords Script for generating a password

Password exclusion list Checking a password Testing password generation Password expiry Displaying locked employees and system users

Working with change labels

Creating and editing change labels Displaying content of a change label Booking changes to a change label retrospectively Deleting change labels Release management

Checking data consistency

Notes on the consistency check Starting a consistency check

Displaying test objects and the test status Test settings for consistency checks

Logging test results Repairing errors

Compiling a One Identity Manager database

Compiling a database with the Database Compiler Output of errors and warnings during compilation

Transporting custom changes

Types of transport packages Basics for transporting modifications General notes about transporting changes

Protecting individual properties from being overwritten Displaying transport history

Creating a transport package with the Database Transporter

Integrating SQL statements in a transport package Exporting favorite objects Exporting change labels Exporting changes based on change information Transporting schema extensions Exporting selected objects and dependencies Exporting system files Transporting the system configuration

Exporting the system configuration Notes about importing the system configuration

Importing a transport package with the Database Transporter Displaying contents of a transport package

Importing data with Data Import

Importing data from a CSV file

Loading the CSV file Structure of the CSV file

Specifying the line structure for data with delimiters Specifying the line structure for data with a fixed width

Defining a condition for the import

Importing data from an external database

Selecting an external database Determining the source data

Configuring an import

Assigning the data to target tables and target columns

Inserting columns with fixed values

Specifying the data hierarchy Options for handling records Specifying connection variables

Importing the data

Start import immediately Create an import script

Using an import definition file

Importing and exporting individual files for the software update

Importing custom files into a One Identity Manager database

Editing file settings for the automatic software update

Exporting files from a One Identity Manager database

Command line programs

InstallManager.CLI.exe DBCompilerCMD.exe Quantum.MigratorCmd.exe WebDesigner.InstallerCMD.exe VI.WebDesigner.CompilerCmd.exe AppServer.Installer.CMD.exe SoftwareLoaderCMD.exe DBTransporterCMD.exe DataImporterCMD.exe SchemaExtensionCmd.exe

Creating a mail preview

For detailed information about editing mail templates in the Manager, refer to the administration guides for the modules.

To display a mail template preview in the Designer

In the Designer, select the Mail templates category.
Select the mail template and start Mail Template Editor using the Edit mail template task.
Select Mail templates | Mail preview.
Select the base object and click OK.

General properties of a mail template

Table 21: Mail template properties
Property	Meaning
Mail template	Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the button.
Base object	Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced.
Report (parameter set)	Report, made available through the mail template.
Description	Mail template description. Translate the given text using the button.
Target format	Format in which to generate email notification. Permitted values are: HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format. TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported.
Design type	Design in which to generate the email notification. Permitted values are: Mail template: The generated email notification contains the mail body in accordance with the mail definition. Report: The generated email notification contains the report specified under Report (parameter set) as its mail body. Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a PDF file.
Importance	Importance for the email notification. Permitted values are Low, Normal, and High.
Confidentiality	Confidentiality for the email notification. Permitted values are Normal, Personal, Private, and Confidential.
Can unsubscribe	Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal.
Deactivated	Specifies whether this mail template is disabled.
Mail definition	Unique name for the mail definition.
Language	Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated.
Subject	Subject of the email message.
Mail body	Content of the email message.

Related topics

Creating and editing an email definition

Creating and editing an email definition

Mail texts can be defined in these different languages in a mail template. This ensures that the language of the recipient is taken into account when the email is generated.

To create a new mail definition

Open the mail template in the Mail Template Editor.
Click the button next to the Mail definition list.
In the result list, select the language for the mail definition in the Language menu.

All active languages are shown. To use another language, in the Designer, enable the corresponding countries. For more detailed information, see the One Identity Manager Configuration Guide.
Enter the subject in Subject.
Edit the mail text in the Mail definition view with the help of the Mail Text Editor.
Save the changes.

To edit an existing mail definition

Open the mail template in the Mail Template Editor.
Select the language in Mail definition.
Edit the mail subject line and the body text.
Save the changes.

Related topics

Using base object properties

In the subject line and body text of a mail definition, you can use all properties of the object entered under Base object. You can also use the object properties that are referenced by foreign key relation.

To access properties use dollar notation. For more detailed information, see the One Identity Manager Configuration Guide.

Example

An IT Shop requester should receive email notification about the status of the request.

Table 22: Email notification properties
Property	Value
Base object	PersonWantsOrg
Subject	"$DisplayOrg[D]$" status change
Mail body	Dear $FK(UID_PersonOrdered).Salutation[D]$ $FK(UID_PersonOrdered).FirstName$ $FK(UID_PersonOrdered).LastName$, The status was changed on the following request on $DateHead:Date$. Requested by: $DisplayPersonInserted$ Requested by: $DisplayPersonInserted$ Reason: $OrderReason$ Current status of your request: Approval: granted Approver: $DisplayPersonHead[D]$ Reason: $ReasonHead[D]$

The generated email notification could look like the following, for example, once it has been formatted.

Related topics

Creating and editing an email definition

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