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Identity Manager 8.1 - Attestation Administration Guide

Attestation and recertification
One Identity Manager users for attestation Attestation base data Attestation policies Creating custom mail templates for notifications
Approval processes for attestation cases
Approval policies Approval workflows Selecting attestors Setting up multi-factor authentication for attestation Prevent attestation by employee awaiting attestation Managing attestation cases
Attestation sequence Default attestation and withdrawal of entitlements User attestation and recertification Mitigating controls Appendix: Configuration parameters for attestation

Recertifying existing users

IMPORTANT: Access to connected target systems may possibly be denied to One Identity Manager users as a result of recertification. You can configure this behavior to meet your company’s requirements. Read the following section thoroughly before you use the recertification function.

One Identity Manager provides an attestation policy for performing cyclical attestation of existing users allowing companies to regularly test and authorize employee master data stored in the One Identity Manager database. Cyclical attestation is triggered through a scheduled task. This resets the certification status for all employees stored in the database. One Identity Manager uses the same procedure for this as for attesting new users. The case is referred to as recertification.

Result of recertification
  • Certified, enabled employees that can access all entitlements assigned to them in One Identity Manager and the connected target systems.

    Company resources are inherited. Account definitions are assigned.

    - OR -

  • Denied and permanently deactivated employees.

    Disable employees cannot log onto One Identity Manager tools. Company resources are not inherited. Account definitions are not automatically assigned. User accounts associated with the employee are also locked or deleted. You can customize the behavior to meet your requirements.

Preparing for recertification

To set up regular user attestation

  1. In Designer, set the configuration parameter QER | Attestation | UserApproval.

  2. Create a schedule and assign it to the User recertification attestation policy. By doing this, you replace the schedule assigned by default.

    • Enable the schedule.

  3. Assign at least one employee to the Identity Management | Employees | Administrators application role.

    All employees with this application role can assign a manager to the employee being attested during the attestation process.

Related Topics

The recertification sequence

The One Identity Manager uses the same method for recertification as for certification of new users. User recertification is triggered when:

  • the configuration parameter QER | Attestation | UserApproval is enabled

  • no Import data source is stored with the employee or the Import data source is not E-Business Suite and

  • the execution time in the schedule stored for the User recertification attestation policy has been reached.

Employees are attested through their managers. If an employee is not assigned a manager, the employee administrator assigns an initial manager for them. Employee administrators and managers use the Web Portal for attestation.

Note: Only employee administrators can ultimately deny recertification. If a manager denies recertification, the case is returned to the employee administrators for approval in any case.

The attestation takes place as described in the section Adding new employees in One Identity Manager, step 4 to step 7. The attestors are determined using the Certification of users approval policy.

Limiting attestation objects for recertification

IMPORTANT: In order to customize the default attestation policy User recertification, you must make changes to One Identity Manager objects. Always use a custom copy of the relevant object to make these changes.

All employees saved in the database are recertified using the User recertification attestation policy supplied in the One Identity Manager. It may be necessary to limit recertification of new users to a certain group of employees, for example, if only employees in a specific departments should be attested. To do this, you can extend the condition attached to the attestation policy. Create a custom attestation policy for this.

The following objects must be changed so that recertification of users can be carried out with this attestation policy. Always create a copy of the respective object to do this.

  • User recertification attestation policy

  • Process VI_Attestation_AttestationCase_Person_Approval_Granted

  • Process VI_Attestation_AttestationCase_Person_Approval_Dismissed

IMPORTANT: In order for recertification to run correctly in the Web Portal, the default Certification of users attestation procedure and the default Certification of users approval policy must be assigned to the attestation policy.

The default attestation procedure, the default approval policy, and the default Certification of users approval workflow must not be changed.

To customize default recertification of users

  1. Copy the User recertification attestation policy and customize it.

    Table 61: Attestation policy properties

    Property

    Value

    Attestation procedure

    Certification of users

    Approval policies

    Certification of users

    Editing conditions

    The default condition must be copied without modification so that the correct attestation object is selected.

    You can customize the condition to suit your requirements.

  2. In the Designer, copy the process VI_Attestation_AttestationCase_Person_Approval_Granted process of the AttestationCase base object and customize the copy.

    Table 62: Process properties with changes

    Process property

    Change

    Pre-script for generating

    Replace the UID of the User recertification attestation policy with the UID of the new attestation policy.

    Generating condition

  3. In Designer, copy the VI_Attestation_AttestationCase_Person_Approval_Dismissed process of the AttestationCase base object and customize the copy.

    Table 63: Process properties with changes

    Process property

    Change

    Pre-script for generating

    Replace the UID of the User recertification attestation policy with the UID of the new attestation policy.

    Generating condition

For detailed information about editing processes, see the One Identity Manager Configuration Guide.

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