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Identity Manager 9.1 - 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)

Auditing (page description)

To open the Auditing page go to Attestation > Auditing.

On the Auditing page, you can display all the attestation cases in the system.

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

Table 214: Controls

Control

Description

Attestors

Click Assign and select the identity whose attestation cases you want to display.

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 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 (see Displaying attestors of pending auditing attestation cases) and send them reminder mails.

Table 215: Controls in the attestation case's details pane

Control

Description

Actions > Go to attested object

Use this action to switch to an overview of the object to be attested.

Actions > Send a reminder mail

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

Viewing details

Use this button to show the details of the entire request used to request this product.

Report

Use this button to generate a report about the object to attest.

Table 216: Columns

Column

Description

Display name

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

Attestation policy

Shows you the name of the attestation policy in use.

State

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

Due date

Shows you by when the attestation case must be completed.

Risk index

Shows you the attestation case's risk index.

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 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.

Governance administration (page description)

Open Governance Administration page go to Attestation > Governance Administration.

Attestations start with attestation policies. You use these policies to specify which objects are designated for attestation and when and how often they are run.

Managers or others responsible for compliance can use attestation policies to run the following tasks.

  • Authorize access

  • Setting up permissions

On the Governance Administration page you can perform various actions to do with attestation policies and attestation runs.

To do this, click on one of the tiles:

Table 217: Tiles

Tiles

Description

Attestation runs

You select the following actions:

  • Display attestations runs whose progress is shown as a prediction

  • Renew attestation runs

  • Send approver reminders

Attestation policy settings

You select the following actions:

  • Displaying attestation policies

  • Setting up attestation policies

  • Copying attestation policies

  • Editing attestation policies

  • Deleting attestation policies

Attestation runs (page description)

To open the Attestation runs page go to Attestation > Governance Administration > Attestation runs.

On the Attestation Runs page, you can:

  • Display attestations runs whose progress is shown as a prediction

  • Renew attestation runs

  • Send approver reminders

The following tables give you an overview of the different functions and content on the Attestation runs page.

Table 218: Controls

Control

Description

Min Category

You can use the options to select the attestation runs you want to display:

  • Good: Displays attestation runs that are rated as good.
  • Mediocre: Displays attestation runs that are rated as mediocre.
  • Bad: Displays attestation runs that are rated as bad.

Reminder attestors of all visible runs

Use this button to send reminder emails to all identities that still have attestation cases to approve in the attestation runs displayed.

Table 219: Controls in the attestation policy's details pane

Control

Description

Extending an attestation run

Use this button to renew the attestation run.

Send reminder

Use this button to send reminder emails to all identities that still have attestation cases to approve in the selected attestation runs.

Attestors > Send reminder

Use this button to send reminder emails to individual identities that still have attestation cases to approve in the selected attestation runs.

Table 220: Columns

Column

Description

Attestation policy

Shows the name of the attestation policy used in the attestation run.

Run started

Show when the attestation run started.

Due date

Shows when the attestation case must be completed.

Progress so far

Show the progress of completed attestation cases in this attestation run. The color of the bar refers to the percentage of the attestation run's progress.

  • Red: Progress under 70%

  • Orange: Progress between 70% and 90%

  • Green: Progress over 90%

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

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

  • Details: Shows general information about attestation runs, details of associated attestation cases and an attestation prediction.

  • Attestors: Show the attestors for the selected attestation runs along with the number of pending and closed attestation cases. You can select attestors and send a reminder email.

Managing attestation policy (page description)

To open the Attestation Policy Settings page go to Attestation > Governance Administration > Attestation Policy Settings.

On the Attestation Policy Settings page, you can:

  • Display attestation policies

  • Set up attestation policies

  • Copy attestation policies

  • Edit attestation policies

  • Delete attestation policies

The following tables give you an overview of the various features and content on the Attestation Policy Settings page.

Table 221: Controls

Control

Description

Edit

Opens the Edit attestation policy page (see Editing attestation policies (page description)).

Use this button to edit the attestation policy. For example, you can:

  • Set up a schedule after the attestation case is generated

  • Disable the attestation policy

  • Select an identity to be responsible for granting or denying approval of attestation cases

  • Enable or disable automatic closing of obsolete attestation cases by the system

  • Create/edit condition for ascertaining which objects to attest

Copy

Use this button to copy the attestation policy.

Delete

Use this button to delete the attestation policy.

Show disabled policies

Use this button to display disabled attestation policies. For example, you can display a disabled attestation policy to edit and re-enable it.

New attestation policy

Use this button to create a new attestation policy. This opens the Create New Attestation Policy page.

Table 222: Columns

Column

Description

Attestation policy

Shows you the name of the attestation policy.

Attestation procedure

Shows you the name of the attestation procedure used by the attestation policy.

Compliance frameworks

Shows you the name of the compliance frameworks used by the attestation policy.

Compliance frameworks are used for classifying attestation policies, compliance rules, and company policies according to regulatory requirements. This could be internal requirements or auditing requirements.

Calculation schedule

Shows you how often an attestation run is started with this attestation policy. Each attestation run creates a new attestation case respectively.

Owner

Shows you the name of the identity that created the attestation policy.

Actions

Using the buttons (see the previous table) you can edit, copy, or delete the attestation policy.

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

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