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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing 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 my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles 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 Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Adding/removing recommended entitlements for locations

To support the maintenance process, you can display suggestions for adding or removing department entitlements and then implement the recommendations.

To display and implement entitlement recommendations for a department

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

  3. In the Data Explorer navigation, click Departments.

  4. On the Departments page, click the department whose entitlement recommendations you want to display.

  5. In the Edit DepartmentEdit Application Role side panel, click the tab.

  6. On the Entitlements tab, click Show recommended entitlements.

    This opens the View Recommended Entitlements side panel showing the recommended actions for the entitlements and the associated reasons.

  7. This opens the View Recommended Entitlements side panel, select the check box next to the recommendation that you want to implement.

  8. Click Perform recommended actions.

  9. In the Perform Recommended Actions dialog, confirm the prompt with Yes.

  10. If entitlements are to be added, perform the following actions:

    1. Close the Edit Department side panel.

    2. In the menu bar, click Requests > Shopping cart.

    3. On the Shopping Cart page, click Submit.

      After the request has been granted approval, the entitlement is added to the department.

Related topics

Displaying location rule violations

You can display location rule violations.

To display rule violations

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

  2. In the navigation, click Locations.

  3. On the Locations page, click the location whose rule violations you want to display.

  4. On the Edit Location side panel, click the Rule Violations tab.

Location history

The Web Portal allows you to display historical data of locations.

To do this, you have the following options:

Table 100: Historical data

View

Description

Events

Shows all events relating to the location, either on a timeline or in a table (see Displaying location history).

Status overview

This shows you an overview of all assignments. It also shows you how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between (see Displaying the status overview of locations).

Status comparison

You can select a date and display all the changes made from then until now. This also shows you what the value of the property was at the selected point in time and what the value is now (see Comparing statuses of locations).

Displaying location history

To track changes, you can display the history of locations either on a timeline or in a table.

To display the history

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

  2. In the navigation, click Locations.

  3. On the Locations page, click the location whose history you want to display.

  4. In the Edit location side panel, click on the History tab.

    This displays the timeline on the History tab.

  5. (Optional) To limit the events displayed on the timeline, you can perform the following actions:

    • To limit the events to a specific time period, use the From and To fields to specify a time period for the history to display.

    • To limit events to one specific type, click (Filter) and, next to the relevant type, select the check box.

    TIP: To select a date from the calendar, click (calendar).

    NOTE: If the From field is empty, the time at which the location was created is used. If the To field is empty, the current time is used.

  6. (Optional) To display the history in a table, click Show as table.

  7. (Optional) To reload the history, click Refresh.

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