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Identity Manager 9.3 - Operational Guide

Table of Contents

About this guide Simulating data changes in the Manager

Prerequisites for simulation in the Manager Starting and ending simulation in the Manager Evaluating the simulation data Exporting simulation data

Scheduling operations activation times

Planning activation times for actions in the Manager Displaying scheduled operations in the Manager Limiting the display of scheduled operations Labeling input fields and assignments with planned changes

Re-applying templates in the Manager Exporting data with the Manager

Creating data exports in Manager Saving export definitions as simple reports Saving export definitions in files Saving export definitions in the user settings

Analyzing data and data changes

Displaying reports in the Manager Analyzing data changes in reports and the TimeTrace Displaying change information in the Manager's TimeTrace The Info system in the Manager

Diagram types in the info system

Analyzing process monitoring in the Manager

Prerequisites for displaying the process information Working with the process view in the Manager

Opening the process view in the Manager Features in the process view Configuring how process information is presented in the Manager

Presenting process information in the Manager Layout of logged data changes in the Manager

Schedules in One Identity Manager

Enabling and disabling schedules Zeitpläne automatisiert ausführen Starting schedules immediately Creating and editing schedules Properties of schedules Calculating the activation time of schedules Scheduled maintenance tasks

Mail templates in One Identity Manager

Creating and editing mail templates Copying mail templates Creating mail previews General properties of mail templates Creating and editing mail definitions

Using base object properties in mail templates Using hyperlinks to the Web Portal in mail templates Default functions for creating hyperlinks Using scripts in mail templates Support for dynamically generated HTML code in mail templates Usingprocess parameters in hyperlinks

Defining default fonts and default font sizes for mail templates Email signature configuration for mail templates

Password policies in One Identity Manager

Predefined password policies Using password policies Editing password policies Creating password policies General main data of password policies Policy settings Character classes for passwords Custom scripts for password requirements

Checking passwords with a script Generating passwords with a script

Editing the excluded list for passwords Checking passwords Testing the generation of passwords Password expiry Displaying locked identities and locked system users

Working with change labels

Snapshots of objects or object references Tips for working with change labels Creating and editing change labels Assigning objects and dependencies to change labels Editing change labels Removing objects from change labels Assigning change labels when saving in the Designer Displaying content of change labels Locking change labels Deleting change labels Release management

Checking data consistency

Notes on the consistency check Specifying test settings for consistency checks Running consistency checks Displaying test objects and test status Logging test results Repairing errors in the consistency check

Compiling a One Identity Manager database

Compiling a database with the Database Compiler Output of errors and warnings during compilation

Transporting custom changes

Types of transport packages Basics for transporting modifications General tips for transporting changes

Protecting individual properties from being overwritten Displaying transport history

Creating transport packages with the Database Transporter

Integrating SQL statements in transport packages Exporting favorite objects Exporting change labels Exporting changes based on change information Transporting schema extensions Exporting selected objects and dependencies Exporting system files Transporting the system configuration

Exporting the entire system configuration Exporting system configurations as delta transports Tips for importing the system configuration

Creating cumulative transports

Importing transport packages with the Database Transporter Displaying contents of transport packages Creating and using transport templates

Importing data with the Data Import

Importing data from a CSV file

Loading the CSV file Structure of the CSV file

Specifying the line structure for data with delimiters Specifying the line structure for data with a fixed width

Defining a condition for the import

Importing data from an external database

Selecting external databases Determining source data

Configuring an import

Assigning target tables and target columns

Inserting columns with fixed values

Specifying the data hierarchy Options for handling records Specifying connection variables

Importing the data

Start import immediately Creating import scripts

Using an import definition file

Importing and exporting individual files for the software update

Importing custom files into One Identity Manager databases Editing file settings for the automatic software update Exporting files from a One Identity Manager database

Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs

InstallManager.CLI.exe DBCompilerCMD.exe Quantum.MigratorCmd.exe AppServer.Installer.CMD.exe AutoUpdate.exe SoftwareLoaderCMD.exe DBTransporterCMD.exe DataImporterCMD.exe SchemaExtensionCmd.exe CryptoConfigCMD.exe DBConsCheckCmd.exe DatabaseAgentServiceCmd.exe Create-web-dir.exe

Configuration of settings for the One Identity Manager tools

Loading configuration values from Azure Key Vault

Enabling and disabling schedules

You can enable and disable schedules. Only enabled schedules can be run.

To enable a single schedule in the Designer

In the Designer, select the Base data > General > Schedules category.
Select the schedule.
Set Enabled.
Select the Database > Save to database and click Save.

To disable a single schedule in the Designer

In the Designer, select the Base data > General > Schedules category.
Select the schedule.
Disable the Enable option.
Select the Database > Save to database and click Save.

Related topics

Starting schedules immediately

Zeitpläne automatisiert ausführen

Aktivierte Zeitpläne werden automatisiert ausgeführt, wenn der Konfigurationsparameter QBM | Schedules aktiviert ist. In the Designer, check if the configuration parameter is set. If not, set the configuration parameter.

Um die automatisierte Ausführung aller Zeitpläne temporär anzuhalten, deaktivieren Sie im Designer den Konfigurationsparameter QBM | Schedules. This stops the schedules from being run automatically. However, you can still start schedules manually.

Related topics

Starting schedules immediately

Normally, schedules are started automatically. If necessary, you can start a schedule manually at any time.

NOTE: Before you start a schedule manually, check whether other processes that also need to be preprocessed by One Identity Manager will be run as a result.

To start a schedule in the Designer immediately

In the Designer, select the Base data > General > Schedules category.
Select the schedule.
Click Start.
Confirm the security prompt with Yes.

NOTE: The last processing time is not updated when the schedule is started manually.

Related topics

Creating and editing schedules

If necessary, you can change the default schedules or create new schedules.

To create a schedule in the Designer

In the Designer, select the Base data > General > Schedules category.
Select the Object > New menu item to create a new schedules.
Edit the schedule’s main data.
Select the Database > Save to database and click Save.

To edit a schedule in the Designer

In the Designer, select the Base data > General > Schedules category.
Select a schedule.
Edit the schedule’s main data.
Select the Database > Save to database and click Save.

Related topics

Properties of schedules

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