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Identity Manager 9.2 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestations Pending attestations Displaying attestation history Managing attestation inquiries directed at you
Compliance Managing risk index functions Responsibilities
My responsibilities
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
Managing task delegations Ownerships
Managing data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

Displaying identities

You can display any of the identities and their details.

To display identities

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Identities.

    This opens the Identities page and displays all the identities.

  3. (Optional) To display details of an identity, click the identity.

Displaying and editing identity main data

You can display and edit identities' main data.

To display and edit an identity's main data

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation of the Data Explorer, click Identities.

  3. On the Identities page, click the identity whose main data you want to display/edit.

  4. In the Edit Identity pane, expand the one of the sections.

  5. Make your changes in the corresponding fields:

  6. Click Save.

Creating identities

You can add new identities. This function is mainly designed for adding external identities. For example, subcontractors who are not entered in the human resources department. Data from new identities is either transferred completely to the database or existing data is updated and/or augmented. This depends on the system configuration and the import setting from closed systems.

Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.

To create an identity

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Identities.

  3. On the Identities page, click Create identity.

  4. In the Create Identity pane, enter the main data of the identity in the respective fields.

    The Web Portal checks whether identities with certain identical properties already exist.

  5. (Optional) Depending on the result of the check, you can display identities with identical properties and adjust the main data of the identities if necessary.

  6. Click Create.

    Saving then checks again whether identities with certain identical properties already exist.

  7. (Optional) If the check finds an identity with identical properties, perform one of the following actions:

    • To create the identity, in the Create Identity with Same Properties dialog, click Yes.

    • To edit the identity and its properties before creating it, in the Create Identity with Same Properties dialog, click No and edit the main data of the identity you want to create.

Comparing identities

You can compare departments with each other. For example, you can identify missing entitlements for individual identities so that they can be requested again in a targeted manner.

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Identities.

  3. On the Identities page, click (Actions) > Compare identities.

  4. In the Specify Parameters pane, perform the following actions:

    1. In the Identities to compare field, click Select.

    2. In the Edit Property pane, select the check boxes next to the identities you want to compare.

    3. Click Apply.

  5. (Optional) To specify how to mark the similarities, in the Specify Parameters pane, perform the following actions:

    1. In the Lower bound [%] yellow field, specify the percentage of similarity required before properties are highlighted in yellow. For example, if you enter a value of 70 here, all the properties that have a similarity of 70% or more will be marked in orange.

    2. In the Lower bound [%] orange, specify the percentage of similarity required before properties are highlighted in orange. For example, if you enter the value 50 here, then all properties that have a similarity of 50% or more will be marked in orange.

  6. (Optional) To specify which object types to include in the comparison, perform the following actions:

    1. In the Select object types field, click Select.

    2. In the Edit Property pane, select the check boxes next to the object types you want to take into account.

    3. Click Apply.

  7. Click Show report.

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