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Identity Manager 9.1 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates 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

Analyzing assignments to system entitlements

You can see how a system entitlement assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

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

  2. In the Data Explorer navigation, click System entitlements.

  3. On the System Entitlements page, click the system entitlement whose memberships you want to display.

  4. In the Edit System Entitlement pane, click the Memberships tab.

  5. On the Memberships tab, click Direct memberships or Inherited memberships.

  6. Next to the appropriate membership, click View assignment analysis.

Assigning identity system entitlements

You can assign system entitlements to identities. You do this through requests.

To assign an identity to a system entitlement using a request

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

  2. In the Data Explorer navigation, click System entitlements.

  3. On the System Entitlements page, click the system entitlement to which you want to assign an identity.

  4. In the Edit System Entitlement pane, click the Memberships tab.

  5. On the Memberships tab, click Request memberships.

  6. In the Select Identities pane, select the check box next to the identity you want to assign to the system entitlement.

  7. Click Apply.

  8. Close the Edit System Entitlement pane.

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

  10. On the Shopping Cart page, click Submit.

    Once the request has been granted approval, the identity is assigned to the system entitlement.

Related topics

Removing system entitlements from identities

You can remove system entitlements from identities by deleting or unsubscribing the relevant memberships.

To remove a system entitlement from an identity

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

  2. In the Data Explorer navigation, click System entitlements.

  3. On the System Entitlements page, click the system entitlement with a membership you want to delete.

  4. In the Edit System Entitlement pane, click the Memberships tab.

  5. On the Memberships tab, click Direct Memberships.

  6. Select the check box next to the membership you want to delete.

  7. Perform one of the following actions:

    • If it is a direct assignment, click Delete.

    • If it is an indirect assignment, click Unsubscribe.

      NOTE: You can only unsubscribe memberships that you have requested yourself.

  8. In the Delete Memberships or Unsubscribe Memberships dialog, confirm the prompt with OK.

Managing system entitlement child groups

You can order more groups under certain group types or order these under other groups:

  • Active Directory groups

  • LDAP groups

  • Notes groups

  • Custom target systems groups

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