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Identity Manager 9.1.2 - Web Designer Web Portal User Guide

General tips and getting started Security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals Request inquiries Auditing requests Escalated requests
Attestation
Managing attestations Attestors for attestation cases Sending attestation reminders My attestation cases Pending attestations Displaying attestation history Attestation inquiries Auditing attestations Escalation
Compliance Responsibilities
My responsibilities
Specifying keywords for requestable products Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Delegating tasks Ownerships Auditing
Auditing departments Auditing application roles Auditing devices Auditing business roles Auditing identities Auditing cost centers Auditing multi-request resources Auditing multi requestable/unsubscribable resources Auditing resources Auditing software Auditing locations Auditing system roles Auditing system entitlements Auditing assignment resources
Governance administration
Managing departments Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations System entitlements Managing system roles Managing assignment resources
Applications Calls Discovering your statistics on the home page Appendix: Attestation conditions and approval policies from attestation procedures Appendix: Page and menu descriptions
Information (Menu description) My requests (Menu description) Profile (Menu description) Help (Menu description) Request (Menu description) Attestation (Menu description)
My attestation status (page description) My actions (page description)
Pending attestations (page description)
Pending attestations – Attestation policies (page description) Pending attestations: One Identity Manager application roles (page description) Pending attestations: Departments (page description) Pending attestations: System roles (page description) Pending attestations: Locations (page description) Pending attestations: Business roles (page description) Pending attestations: PAM assets (page description) Pending attestations: PAM user accounts (page description) Pending attestations: Employees (page description) Pending attestations: Cost centers (page description) Pending attestations: User accounts (page description) Pending attestations: System entitlements (page description) Pending attestations: Resources (page description) Pending attestations: Assignment resources (page description) Pending attestation: Multi-request resources (page description) Pending attestations: Software (page description) Pending attestations: Multi requestable/unsubscribable resources (page description) Pending attestations: Devices (page description) Pending attestations – approvals (page description)
Attestation history (page description) Attestation inquiries (page description)
Auditing (page description) Governance administration (page description) Attestation escalation approval (page description)
Compliance (Menu description) Responsibilities (Menu description)
My responsibilities (page description)
Identities (page description) System entitlements (page description) Business roles (page description) System roles (page description) Departments (page description) Cost centers (page description) Locations (page description) Application roles (page description) Resources (page description) Assignment resources (page description) Multi-request resources (page description) Software (page description) Multi requestable/unsubscribable resources (page description) Devices (page description)
Delegating tasks (page description) Ownerships (page description) Auditing (page description)
Auditing – Departments (page description) Auditing – Application roles (page description) Auditing – Device (page description) Auditing – Business roles (page description) Auditing – Identity details (page description) Auditing – Cost center (page description) Auditing – Multi-request resources (page description) Auditing – Multi requestable/unsubscribable resources (page description) Auditing - Resources (page description) Auditing – Software (page description) Auditing – Locations (page description) Auditing – System roles (page description) Auditing - Assignment resource (page description) Auditing – Active Directory (page description) Auditing – Azure Active Directory (page description) Auditing – Custom target system group (page description) Auditing – Google Workspace (page description) Auditing – Domino (page description) Auditing – LDAP (page description) Auditing – Oracle E-Business Suite (page description) Auditing – Privileged Account Management (page description) Auditing – SAP R/3 (page description) Auditing – Unix (page description)
Governance administration (page description)
Business roles (page description) Identities (page description) Multi-request resources (page description) Multi requestable/unsubscribable resources (page description) Organization (page description) Resources (page description) System entitlements (page description) System roles (page description) Assignment resources (page description)
Calls (Menu description)

Main data – Identity (page description)

To open the Main data – Identity page go to Responsibilities > Auditing > Identities > select identity > Main data.

On the Main data - Identity page, you can see and edit the identity's main data (see Displaying identity main data).

Enter the following main data:

Table 558: Identities main data

Property

Description

Personal data

Last name

Shows the identity's last name.

First name

Shows the identity's first name.

Date of birth

Shows the identity's date of birth.

Personnel number

Shows the identity's personnel number.

Gender

Shows the identity's gender

Central user account

Shows the name of the identity's central user account.

Default email address

Shows the identity's default email address.

Organizational information

Primary cost center

Shows the cost center that the identity is primarily assigned to.

Primary department

Shows the department that the identity is primarily assigned to.

External

Identifies the identity as external.

Employee type

Identifies the identity as a company employee or a trainee (for example).

Entry date

Shows the date the identity started at the company.

End date

Shows the date that the identity leaves the company.

Manager

Shows the identity's manager.

Temporarily disable until

Shows whether the identity is temporarily deactivated (for example, due to leave, sickness or pregnancy).

Locational information

Primary location

Shows the identity's primary location.

Building

Shows the building where the identity works.

Floor

Shows the floor the identity works on.

Room

Shows the room the identity works in.

Street

Shows the street where the identity works.

Zip code

Shows the zip code of the identity's work location.

City

Shows the city where the identity works.

Requests - Identities ((page description))

To open the Requests – Identity page go to Responsibilities > Auditing > Identities > select identity > Requests.

On the Requests - Identity page you can see all the products an identity has requested or that have been requested for them (see Displaying identity requests).

The following tables give you an overview of the various features and content on the Requests – Identity page.

Table 559: Controls

Control

Description

Advanced search

The advanced search allows you to control which product requests are displayed:

  • Requests submitted by the selected identity for itself: Select this check box to display product requests placed by the selected identity for themselves.

  • Requests submitted by the selected identity for others: Select this check box to display product requests placed by the selected identity for other identities.

  • Requests submitted by others for the selected identity: Select this check box to display product requests placed by other identities for the selected identity.

  • Submitted requests in the selected identity's organization: Select this check box to display product requests placed in the selected identity's scope of responsibility.

  • Filter by request number: Enter the request number of the request you want to display.

  • pending: Select this check box to display product requests that are not yet approved (status: Request).

  • Approved: Select this check box to display product requests that have been granted approval (status: Assigned).

  • Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed.

Click Search to apply the filter criteria to the request history.

Click Reset to reset the filter criteria to the default search.

Table 560: Columns

Column

Description

Product

Shows the name of the product that was requested.

State

Shows the current status of the product.

The following status' are possible:

  • Assigned: The product request was successful and the product was successfully assigned.

  • Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.

  • Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Renewal: The product has been renewed (see Renewing products with limit validity periods).

  • Unsubscription: The product is being unsubscribed (see Unsubscribing products).

  • Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .

  • Canceled: The product request was canceled or the system could not carry out the request (for example, because an identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.

  • Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.

Request date

Shows when the product was requested.

TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options.

Recipient

Shows for whom the product was requested.

Shopping cart

Shows you the request number of the total request with which the product was requested.

TIP: You can show less data by using the column filters. For more information, see Filtering.

NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

  • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

  • Workflow: Displays the life cycle chronologically as from the time of request.

  • Compliance: Displays possible rule violations for this request.

Approvals – Identity (page description)

To open the Approvals – Identity page go to Responsibilities > Auditing > Identities > select identity > Approvals.

On the Approvals – identity page you can:

The information is divided into the following tabs:

  • Approvals

    NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:

    • Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.

    • Workflow: Displays the life cycle chronologically as from the time of request.

    • Compliance: Displays possible rule violations for this request.

  • Exception approvals

    TIP: On the following tabs, you can show other useful information about each rule violation in the pane. To do this, click the corresponding entry in the list.

    • Rule violation: Shows you general information about the rule violation.

    • Rule: Shows you general information about the rule that was violated.

  • Attestations

    NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.

    • Information: Displays general information about the attestations case.

    • Workflow: Shows the chronological lifecycle of the attestation case.

    • Attestation policy: Shows further information about the attestation policy used.

    • History: Shows the object's attestation history.

  • Policy violations

    TIP: On the following tabs in the details pane, you can view other useful information about each rule violation. To do this, click the corresponding entry in the list.

    • Policy violation: Shows you general information about the policy violation.

    • Object: Shows you general information about object that was violated the policy.

    • Policy: Shows you general information about policy that was violated.

The following tables give you an overview of the various features and content on the Approvals – Identity page.

Table 561: Controls

Control

Description

Approvals tab

Advanced search

The advanced search allows you to control which product requests are displayed:

  • Filter by request number: Enter the request number of the request you want to display.

  • pending: Select this check box to display product requests that are not yet approved (status: Request).

  • Approved: Select this check box to display product requests that have been granted approval (status: Assigned).

  • Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed.

Click Search to apply the filter criteria to the request history.

Click Reset to reset the filter criteria to the default search.

Attestation tab

Attestation state

The check boxes allow you to control which approvals are displayed:

  • Approved: Select this check box to display attestation cases that have been granted approval.

  • Pending: Select this check box to display attestation cases that you have made an approval decision about but have not yet been approved.

  • Not approved: Select this check box to display attestation cases that have been denied.

View approvers for pending cases

Use this button to display all identities that still have to make approval decisions about attestation cases and send them reminder mails (see Displaying attestors of identity pending attestation cases).

Table 562: Controls in the attestation case's details pane

Control

Description

Actions > Send a reminder mail

Use this action to view all identities that can make approval decisions about the attestation case (see Displaying attestors of identity pending attestation cases). Then you can send them reminder mails.

Viewing details

You can use this button to display details about all the objects that are included in this attestation case (see Displaying attestation cases of identities).

Table 563: Columns

Column

Description

Approvals tab

Product

Shows the name of the product that was requested.

State

Shows the current status of the product.

The following status' are possible:

  • Assigned: The product request was successful and the product was successfully assigned.

  • Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.

  • Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.

  • Renewal: The product has been renewed (see Renewing products with limit validity periods).

  • Unsubscription: The product is being unsubscribed (see Unsubscribing products).

  • Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .

  • Canceled: The product request was canceled or the system could not carry out the request (for example, because an identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.

  • Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.

Request date

Shows when the product was requested.

TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options.

Recipient

Shows for whom the product was requested.

Shopping cart

Shows you the request number of the total request with which the product was requested.

Exception approvals tab

Rule violation

Shows you the name of the violated rule.

Approval state

Shows you whether the exception was approved or denied.

The following status' are possible:

  • Exception granted: The exception was approved. In the details pane, on the Rule violation tab, you can see why the exception was granted approval.

  • Exception denied: The exception was denied. In the details pane, on the Rule violation tab, you can see why the exception was denied approval.

Risk index (reduced)

Shows you the risk index reduced by the mitigating control.

Attestation tab

Display name

Shows the name of the object included in the attestation case.

Attestation policy

Shows the name of the attestation policy in use.

State

Shows the current status of the attestation case.

The following status' are possible:

  • Approved: The attestation case was approved.

  • Pending: The attestation case is not closed yet and must still be approved.

  • Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval.

New

Shows whether the attestation case is new. New cases have not been granted approval yet but might have been denied approval before.

Due date

Shows by when the attestation case must be completed.

Risk index

Show the attestation case's risk index.

Policy violations tab

Violating object

Show which object violated the policy.

Policy

Shows the name of the violated policy.

State

Shows you whether the exception was approved or denied.

The following status' are possible:

  • Exception granted: The exception was approved. In the details pane, on the Policy violation tab, you can see why the exception was granted approval.

  • Exception denied: The exception was denied. In the details pane, on the Policy violation tab, you can see why the exception was denied approval.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Entitlements – Identity (page description)

To open the Entitlements – Identity page go to Responsibilities > Auditing > Identities > select identity > Entitlements.

On the Entitlements – Identity page, you can see the entitlements assigned to the cost center (see Displaying identity entitlements).

The following table gives you an overview of the various features and content on the Entitlements – Identity page.

Table 564: Columns

Column

Description

Entitlement

Shows you the entitlement's name.

Object type

Shows you the entitlement type (for example, if it is a system role)

Origin

Shows you how the entitlement was assigned. For example, the entitlement might have been assigned through a dynamic role.

TIP: You can show less data by using the column filters. For more information, see Filtering.

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