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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)

Simple navigation

Simple commands
Table 1: Overview of simple commands

Tab

Navigate between single elements

Enter or, if required, Space

Confirm input

Backspace

Navigate to previous page

Alt + Left arrow or Alt + Right arrow

Navigate to previous or next page

NOTE: Take into account that not all browsers behave the same.

Go to the home page
Table 2: Overview of key combinations for navigating

Tab

Navigate forward

Shift + Tab

Navigate backwards

Enter key

Run an action

Simple elements
Table 3: Overview of the controls used

Button

Use the Tab key to navigate to the control and press Enter to run the action.

Link

Navigate to the required link with Tab and press Enter to open a new page or dialog.

Dialog window

Click the Esc key to leave the dialog window without taking any action. Click Enter to run. If there is more than one action available, navigate to the desired action with the Tab key and press the Enter key.

Menu

Navigate to the menu using Tab. The selected element changes its color. Press Alt+ Move down or Move up to expand the entire menu. Use the arrow keys to choose between the different elements. Use Tab to leave the menu. You do not need to confirm by pressing Enter or Space.

Input field

Navigate to the desired field. If text input is possible, the cursor blinks and you can write in the field. Use Tab to exit the field. You do not need to confirm by pressing Enter or Space.

Tiles

Use the Tab key to navigate to the tile and press Enter to display the page's content.

Check box

Use the Tab key to navigate to the required check box and press Space to enable the check box.

Option

Use the Tab key to navigate to the required list of options. Use the arrow keys to choose between the different options. Use Tab to leave the list of options.

Installed controls
Table 4: Overview of other controls

Tree view

Use Enter to expand or collapse a tree view. A plus sign next to the tree means it can be expanded by pressing Enter. A minus sign means the element can be collapsed by pressing Enter.

Search

Many of the pages provide a function to search for objects in context. For example, if you view the your managed resources, you can search for a specific resource. You can select the simple search, where you enter a single search string, or the advanced search, where you can apply several parameter to the search.

TIP: The search does not take upper and lower case into account.

There are certain rules that enable a successful global search in the Web Portal. These are described in the following table using examples.

Table 5: Rules with examples for searching in the Web Portal
Example Description

Sam User

Finds Sam User but not Sam Identity.

Search results must contain all of the separate terms in the query. A logical AND is used.

Sam OR Identity

Finds Sam User and Pat Identity.

Placing OR between the search terms acts as a logical OR operator. The results of this search contain at least one of the two search terms.

Sam NOT User

Finds Sam Identity but not Sam User.

The results of this search do not contain the term that comes after NOT.

U*

Finds User1 and User2.

The * functions as a wildcard for any number of characters to complete the term.

Use?

Finds User but not User1.

The ? functions as a wildcard for a single character to complete the term.

"Sam User"

Provides results in which the search terms Sam and User follow one another.

Results of this search contain the string in quotes as phrase.

Sam User~

Finds Sam User and also other similar results. A tilde ~ after the search term indicates that the search should also find similar results. This means that incorrectly spelled terms can be found, as well.

You can specify the level of similarity by adding a number between 0 and 1 (with decimal point) after the tilde ~. The higher the number, the more similar the results.

Detailed information about this topic

Running a search

Search is available at all times in the header.

To run a search

  1. In the header, in the field next to , enter the search term.

  2. Click in the header.

    The Search results view opens, displaying all the results that match your query.

Context searching

A context search is context-dependent unlike a regular search, and is available where several entries are listed. For example, the Request history view normally lists several entries and a context search is available above the list.

To run a context search

  1. In the field next to , enter the search term.

  2. Click .

    Any results matching your query are displayed.

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