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Identity Manager 8.1 - IT Shop Administration Guide

Setting up an IT Shop Solution
One Identity Manager Users in the IT Shop Putting the IT Shop into Operation 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 Groups Automatically to the IT Shop
Approval Processes for IT Shop Requests
Editing Approval Policies Approval Workflows Determining Effective Approval Policies Selecting Responsible Approvers Request Risk Analysis Testing Requests for Rule Compliance Approving requests from an approver Automatic Request Approval Obtaining Other Information about Requests by an Approver Appointing Other Approvers Setting up an Approval Step Approvers cannot be Established Automatic Approval on Timeout Abort 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 Creating Custom Mail Templates for Notifications request templates
Default Solution for Requesting System Entitlements Resolving errors in the IT Shop Appendix: Configuration parameters for the IT Shop Appendix: Request Statuses Appendix: Example of Request Results

Assigning Approval Policies

You can assign approval policies to a shopping center, shops and shelves. These are applied to all request from this IT Shop structure if a child IT Shop structure or the requested service items are not assigned to approval policies. For more information, see Approval processes for IT Shop requests.The approval policy that takes effect on the IT Shop structure is shown in the overview.

To assign an IT Shop structure to an approval policy.

  1. Select IT Shop | IT Shop or IT Shop | IT Shop | <IT Shop structure> category.
  2. Select the IT Shop structure in the result list.
  3. Select Assign approval policies in the task view.
  4. Assign the approval policies in Add assignments.

    - OR -

    In Remove assignments, remove the approval policies.

  5. Save the changes.

Assigning Requestable Products to a Shelf

Assign a shelf those company resources that the shop customers are permitted request as products. These company resources are added as product nodes below the shelf. You can only select those company resources that are labeled with the IT Shop option and to which a service item is assigned.

To assign company resource, select one of the tasks in the task view. The tasks are only shown if the Assignments permitted and Direct assignment permitted options are enabled for the "IT Shop structure" role class.

To assign company resources as products to a shelf

  1. Select the IT Shop | IT Shop | <Shop> or IT Shop | IT Shop | <Shopping center> | <Shop> category.
  2. Select the shelf in the result list.
  3. Select Assign <company resource>.
  4. Assign company resources in Add assignments.

    - OR -

    In the Remove assignments area, remove the company resources.

  5. Save the changes.

NOTE: It is possible to assign a service item to different company resources. If these company resources are assigned to one and the same shelf, the product cannot be uniquely identified. Then a randomly select product is given in the request.

If you groups several company resources under one service item, assign the company resources to different shelves. In the Web Portal, the requester can select from which shelf he wants to request the product.

Related Topics

Setting Up a Customer Node

Set up just one customer node for each shop to facilitate customer administration. Add the employees to this customer node that are permitted to request products from this shop.

IMPORTANT: If a shop contains a large number of customer, the calculations in the IT Shop can cause a heavy load on the DBQueue Processor and therefore on the database server as well.

Ensure that no more than 30,000 employees are members in a customer node. If necessary, set up your own shopping center with several shops and customer nodes.

To set up a customer node

  1. Select the IT Shop | IT Shop | <Shop> or IT Shop | IT Shop | <Shopping center> | <Shop> category.
  2. Click in the result list toolbar.

  3. Edit the customer node's master data.
  4. Save the changes.

General Master Data for a Customer Node

Enter the following master data for a customer node:

Table 82: General Master Data for a Customer Node
Property Description
IT Shop node IT Shop structure name.
Internal name Internal IT Shop structure name.
IT Shop information Labels the IT Shop structure as customer node. Select "Customer" from the menu.

The menu is only displayed when you insert a new IT Shop structure.

Role type

Not relevant

Shelf template

Not relevant

Parent IT Shop node

A parent IT Shop node is necessary for the hierarchical design of the IT Shop. Select the shop to which the customer node will be added. Only one customer node is allowed per shop.

Full name Full identifier of the customer node.
Location Not relevant
Department Not relevant
Cost center Not relevant
Owner Not relevant
2. Substitute Not relevant
Attestors Not relevant
Description Spare text box for additional explanation.

Certification status

Certification status of the customer node. You can select the following certification statuses:

  • New – The customer node was newly added to the One Identity Manager database.
  • Certified – The customer node master data was granted approval by the manager.
  • Denied – The customer node master data was denied approval by the manager.
Dynamic roles not allowed Specifies whether a dynamic role can be created for the customer node.
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