立即与支持人员聊天
与支持团队交流

Identity Manager On Demand Hosted - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Managing service categories

Use the Web Portal to display and edit service categories.

Service categories are used to group products. For example, you can use service categories to group together products by topic.

You can assign the product's service items to these service categories (see Editing system entitlement service items).

Detailed information about this topic

Displaying service categories

You can display any of the service categories and their details.

To display service categories

  1. In the menu bar, click Setup > Service categories.

    This opens the Service Categories page and displays all the service categories.

  2. (Optional) To display the details of a service category, next to the service category, click Edit.

Creating service categories

You can create service categories.

To create a service category

  1. In the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click Create service category.

  3. In the Create Service Category pane, enter the service category's main data.

    Table 11: Service category main data

    Property

    Description

    Service category

    Enter a full, descriptive name for the service category.

    Description

    Enter a description for the service category.

    Parent service category

    To structure service categories hierarchically, click Assign/Change and then select the parent service category.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service category.

    Product owners

    Click Assign/Change and then select an application role. Members of this application role can edit the service category's main data. They can also be used as approvers in approval processes when requests for service items assigned to this service category.

    Approval policies

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    NOTE: The approval policy specified for a service category is inherited by all associated service items and all child service categories where this is not specified.

    Sort order

    Enter the way you want the service category's service items to be sorted.

    Picture

    Add a picture of the service category. Users see this picture when they make a request. If you do not insert a picture here, the picture of the assigned service category is used.

    Perform the following actions to do this:

    1. Click Add/Change.

    2. Select an image from your medium.

    Application

    To assign an application to a service category, select the application.

    Service items

    Specify the products can be requested through the service category.

    Perform the following actions as well:

    1. Click Assign/Change.

    2. Select the check box in front of the service item you want to assign to the service category.

      TIP: To remove a service item, deselect the relevant check box in front of the service item. To remove all service items, click Clear selection.

    3. Click Apply.

  4. Click Save.

Editing service categories

You can edit service items.

To edit a service category

  1. In the menu bar, click Setup > Service categories.

  2. On the Service Categories page, next to the service category you want to edit, click Edit.

  3. In the Edit Service Category pane, enter the service category's main data.

    Table 12: Service category main data

    Property

    Description

    Service category

    Enter a full, descriptive name for the service category.

    Description

    Enter a description for the service category.

    Parent service category

    To structure service categories hierarchically, click Assign/Change and then select the parent service category.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service category.

    Product owners

    Click Assign/Change and then select an application role. Members of this application role can edit the service category's main data. They can also be used as approvers in approval processes when requests for service items assigned to this service category.

    Approval policies

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    NOTE: The approval policy specified for a service category is inherited by all associated service items and all child service categories where this is not specified.

    Sort order

    Enter the way you want the service category's service items to be sorted.

    Picture

    Add a picture of the service category. Users see this picture when they make a request. If you do not insert a picture here, the picture of the assigned service category is used.

    Perform the following actions to do this:

    1. Click Add/Change.

    2. Select an image from your medium.

    Application

    To assign an application to a service category, select the application.

    Service items

    Specify the products can be requested through the service category.

    Perform the following actions as well:

    1. Click Assign/Change.

    2. Select the check box in front of the service item you want to assign to the service category.

      TIP: To remove a service item, deselect the relevant check box in front of the service item. To remove all service items, click Clear selection.

    3. Click Apply.

  4. Click Save.

相关文档

The document was helpful.

选择评级

I easily found the information I needed.

选择评级