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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic Connection Epic EMP User Accounts Epic EMP template Epic EMP subtemplate Epic SER Items Epic SER Provider accounts Epic SER Blueprints Epic SER Template Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Automatic assignments of identities to Epic EMP user accounts

When you add an Epic EMP user account, an existing identity can be assigned automatically or added if necessary. In the process, the identity master data is created based for existing user master data. This mechanism can follow after a new Epic EMP user account has been created manually or through synchronization. Define criteria for finding identities to apply to automatic identity assignment. If an Epic EMP user account is linked to an identity through the current mode, the Epic EMP user account is given, through an internal process, the default manage level of the account definition entered in the Epic EMP user account's target system. You can customize Epic EMP user account properties depending on how the behavior of the manage level is defined.

If automatic identity assignment to Epic EMP user accounts is enabled, automatic assignment of identities to Epic EMP user accounts takes place from that moment onwards. If you disable the automatic identity assignment to Epic EMP user accounts later, the changes only affect Epic EMP user accounts added or updated after this point in time. Existing identity assignment to Epic EMP user accounts remain intact.

Perform the following tasks to assign identities automatically
  • If you want identities to be assigned during the synchronization of Epic EMP user accounts, in the Designer, enable the configuration parameter TargetSystem | Epic | PersonAutoFullsync and select the required mode.
  • If you want identities to be assigned outside synchronization, in the Designer activate the TargetSystem | Epic | PersonAutoDefault configuration parameter and select the required mode.
  • Use the TargetSystem | Epic | PersonAutoDisabledAccounts configuration parameter to specify whether identities can be automatically assigned to disabled Epic EMP user accounts. User accounts do not obtain an account definition.
  • Assign an account definition to the client. Ensure that the manage level to be used is entered as the default manage level.
  • Define the search criteria for assigning identities to the client.

NOTE:

The following applies for synchronization

  • Automatic identity assignment takes effect if Epic EMP user accounts are added or updated.

The following applies outside synchronization

  • Automatic identity assignment takes effect if Epic EMP user accounts are added.

NOTE: Following a synchronization, identities are automatically created for the Epic EMP user accounts in the default installation. If an account definition for the client is not yet known at the time of synchronization, Epic EMP user accounts are linked with identities. However, account definitions are not assigned. The Epic EMP user accounts are therefore in a Linked state.

To manage the Epic EMP user accounts using account definitions, assign an account definition and a manage level to these Epic EMP user accounts.

To select Epic EMP user accounts through account definitions

  1. Create an account definition.
  2. Assign an account definition to the client.
  3. Assign the account definition and manage level to Epic EMP user accounts in linked status.

    1. In One Identity Manager, select Epic health care | User accounts | Linked but not configured | <Client>.

    2. Select Assign account definition to linked accounts.

For detailed information about assigning identities automatically, see the One Identity Manager Target System Base Module Administration Guide.

Related Topics

Editing search criteria for automatic identity assignment

The criteria for identity assignment are defined for the client. In this case, you specify which Epic EMP user account properties must match the identity’s properties such that the identity can be assigned to the Epic EMP user account. You can limit search criteria further by using format definitions. The search criterion is written in XML notation to the Search criteria for automatic identity assignment column(AccountToPersonMatchingRule) in the EPCRoot table. Search criteria are evaluated when identities are automatically assigned to Epic EMP user accounts. Furthermore, you can create a suggestion list for assignments of identities to Epic EMP user accounts based on the search criteria and make the assignment directly.

NOTE:When the identities are assigned to Epic EMP user accounts on the basis of search criteria, Epic EMP user accounts are given the default manage level of the account definition entered in the Epic EMP user account's target system. You can customize user account properties depending on how the behavior of the manage level is defined. It is not recommended to make assignment to administrative user accounts based on search criteria. Use Change master data to assign identities to administrative Epic EMP user account for the respective Epic EMP user account.

 

NOTE:One Identity Manager supplies a default mapping for identity assignment.

Only carry out the following steps when you want to customize the default mapping.

To specify criteria for identity assignment

  1. Select Epic health care | Clients.
  2. Select the client from the result list.
  3. Select Define search criteria for identity assignment in the task view.
  4. Specify which Epic EMP user account properties must match with which identity so that the identity is linked to the Epic EMP user account.
    Table 25: : Standard search criteria for Epic EMP user accounts and contacts
    Apply to

    Column for Identity

    		 Column for user account
    Epic EMP User accounts

    FirstName

    		 FirstName
     

    LastName

    		 LastName

     

    MiddleName

    MiddleName

  5. Save the changes.

Direct assignment of identities to Epic EMP user accounts based on a suggestion list

In Assignments, you can create a suggestion list for assignments of identities to Epic EMP user accounts based on the search criteria and make the assignment directly. Epic EMP user accounts are grouped in different views for this.

Table 26: : Manual Assignment View
View Description
Suggested assignments This view lists all Epic EMP user accounts to which One Identity Manager can assign an identity. All identities are shown who were found using the search criteria and can be assigned.
Assigned user accounts This view lists all Epic EMP user accounts to which an identity is assigned.
Without identity assignment This view lists all Epic EMP user accounts to which no identity is assigned and for which no identity was found using the search criteria.

NOTE: By double-clicking on an entry in the view, you can view the Epic EMP user account and identity master data.

To apply search criteria to user accounts

  • Click Reload.

    All possible assignments based on the search criteria are found in the target system for all Epic EMP user accounts. The three views are updated.

To assign identities directly over a suggestion list

  1. Click Suggested assignments.
    1. Click Select for all user accounts to which you want to assign the suggested identities. Multi-select is possible.
    2. Click Assign selected.
    3. Confirm the security prompt with Yes.

      The identities determined using the search criteria are assigned to the selected Epic EMP user accounts.

    – OR –

  2. Click No identity assignment.

    1. Click Select identity for the Epic EMP user account to which you want to assign an identity. Select an identity from the menu.

    2. Click Select for all Epic EMP user accounts to which you want to assign the selected identities. Multi-select is possible

    3. . Click Assign selected.

    4. Confirm the security prompt with Yes.

      The identities displayed in the Identity column are assigned to the selected Epic EMP user accounts.

To remove assignments
  1. Click Assigned user accounts.
    1. Click Select for all Epic EMP user accounts for which you want to delete the identity assignment. Multi-select is possible.
    2. Click Remove selected.
    3. Confirm the security prompt with Yes.

      The assigned identities are removed from the selected Epic EMP user accounts.

For detailed information about defining search criteria, see the One Identity Manager Target System Base Module Administration Guide.

Related Topics

Automatic assignments of identities to Epic EMP user accounts

Disabling Epic EMP user account

The way you disable user accounts depends on how they are managed.

Scenario

The user account is linked to identities and is managed through account definitions. Epic EMP user accounts managed through account definitions are disabled when the identity is temporarily or permanently disabled. The behavior depends on the Epic EMP user account manage level. Accounts with the manage level Full managed manage level are disabled depending on the account definition settings. For Epic EMP user accounts with a manage level, configure the required behavior using the template in the EPCUser.AccountDisabled column

Scenario

Epic EMP user accounts are linked to identities. No account definition is applied. Specify the desired behavior using the QER | Person | TemporaryDeactivation configuration parameter. If the configuration parameter is set, the identity’s user accounts are locked if the identity is permanently or temporarily disabled. If the configuration parameter is not set, the identity’s properties do not have any effect on the associated user accounts.

To disable the user account when the configuration parameter is disabled.

  1. In One Identity Manager, select Epic Healthcare | EMP users.
  2. Select the Epic EMP user account in the result list.
  3. Select Change master data.
  4. Enable Account is disabled on the General tab.
  5. Save the changes.
Scenario

User accounts not linked to identities.

To disable an Epic EMP user account that is no longer linked to an identity.

  1. In One Identity Manager, select Epic Healthcare | EMP users.
  2. Select the Epic EMP user account in the result list.
  3. Select Change master data.
  4. Enable Account is disabled on the General tab.
  5. Save the changes.
Related Topics

For detailed information about disabling and deleting identities and user accounts, see the One Identity Manager Target System Base Module Administration Guide.

Deleting and restoring Epic EMP user accounts

NOTE:As long as an account definition for an identity is valid, the identity retains the Epic EMP user account that was created by it. If the assignment of an account definition is removed, the Epic EMP user account that was created from this account definition is deleted.

To delete a user account

  1. Select Epic health care | EMP users.
  2. Select the Epic EMP user account in the result list.
  3. Delete the Epic EMP user account.
  4. Confirm the security prompt with Yes.

To restore a user account

  1. Select Epic health care | EMP users.
  2. Select the Epic EMP user account in the result list.
  3. Click Undo delete in the result list toolbar.

Configuring deferred deletion

By default, Epic EMP user accounts are finally deleted from the database after 30 days. The Epic EMP user accounts are initially disabled. You can re-enable the Epic EMP user accounts until deferred deletion is run. After deferred deletion is run, the Epic EMP user account are deleted from the database and cannot be restored anymore. The deferred deletion days can be configured to a value other than the default value, which is 30 days.

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