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Identity Manager 9.2.1 - Identity Management Base Module Administration Guide

Basics for mapping company structures in One Identity Manager Dynamic roles Departments, cost centers, and locations
One Identity Manager users for managing departments, cost centers, and locations Basic information for departments, cost centers, and locations Creating and editing departments Creating and editing cost centers Creating and editing locations Setting up IT operating data for departments, cost centers, and locations Assigning identities, devices, and workdesks to departments, cost centers, and locations Assigning company resources to departments, cost centers, and locations Creating dynamic roles for departments, cost centers, and locations Dynamic roles with incorrectly excluded identities Assign organizations Specifying inheritance exclusion for departments, cost centers, and locations Assigning extended properties to departments, cost centers, and locations Certifying departments, cost centers, and locations Reports about departments, cost centers, and locations
Identity administration
One Identity Manager users for managing identities Basics for managing identities Creating and editing identities Assigning company resources to identities Displaying the origin of identities' roles and entitlements Analyzing role memberships and identity assignments Deactivating and deleting identities Deleting all personal data Limited access to One Identity Manager Changing the certification status of identities Displaying the identities overview Displaying and deleting identities' Webauthn security keys Determining the language for identities Determining identities working hours Manually assigning user accounts to identities Entering tickets for identities Assigning extended properties to identities Reports about identities Basic configuration data for identities
Managing devices and workdesks Managing resources Setting up extended properties Configuration parameters for managing departments, cost centers, and locations Configuration parameters for managing identities Configuration parameters for managing devices and workdesks

Entering service agreements and tickets for devices

NOTE: This function is only available if the Helpdesk Module is installed.

Use the Helpdesk Module to enter service agreements and tickets for a device. For more information about the help desk, see One Identity Manager Help Desk Module User Guide.

To enter help desk data for a device

  1. In the Manager, select the Device & Workdesks > Basic configuration data > <filter> category.

  2. Select the device in the result list.

  3. Select the Assign service agreements task to assign the valid service agreements to the device.

    The service agreements are taken into account when calculating solution and reaction times in the case of a help desk ticket for this device.

  4. Select the Show tickets task to display tickets entered for a device.

  5. Select the New ticket task, to enter a new ticket.

  6. Save the changes.

Displaying the device overview

Use this task to obtain an overview of the most important information about a device.

To obtain an overview of a device

  1. In the Manager, select the Device & Workdesks > Basic configuration data > <filter> category.

  2. Select the device in the result list.

  3. Select the Device overview task.

Creating and editing workdesks

Workdesks are used to assign various devices to a workstation or a server. The assignment of company resources can be mainly automated by assigning workdesks to business roles, departments, cost centers, locations, or dynamic roles.

TIP: To create a workdesk automatically when you create a device for a workstation or a server, set the Hardware | Workdesk | WorkdeskAuto configuration parameter in the Designer.

To create a workdesk

  1. In the Manager, select the Devices & Workdesks > Workdesks > Names category.

  2. Click in the result list.

  3. On the main data form, edit the main data of the workdesk.

  4. Save the changes.

To edit the main data of a workdesk

  1. In the Manager, select the Devices & Workdesks > Workdesks > Names category.

  2. In the result list, select a workdesk and run the Change main data task.

  3. Edit the workdesk's main data.

  4. Save the changes.

Detailed information about this topic

General main data of workdesks

Enter the following general main data of a workdesk.

Table 50: General main data of a workdesk
Property Description

Workdesk

Workdesk name.

If the Hardware | Workdesk | WorkdeskAuto configuration parameter is set, a workdesk bearing the same name is automatically created when a workstation or a server is set up.

Workdesk type

Type of the workdesk.

Status

Status of the workdesk.

Display name

The display name is used to display the workdesk in the One Identity Manager tools user interface.

Description

Text field for additional explanation.

Primary cost center

Cost center to which the workdesk is primary assigned. A workdesk can obtain company resources through these primary assignments if configured accordingly.

Primary business roles

Business role to which the workdesk is primarily assigned. A workdesk can obtain company resources through these primary assignments if configured accordingly.

NOTE: This property is available if the Business Roles Module is installed.

Installation date

Date of going into operation.

Workdesk supervisor

Identity responsible for this workdesk.

Checked by

Identity that checked this workdesk.

Date checked

Last time the workdesk was checked.

Check remarks

Text field for additional explanation.

Service type

Information about the service done on this workdesk, for example, internal, or external service provider.

Corresponding service agreements set up

Specifies whether the workdesk is set up according to the service agreements.

NOTE: This property is available if the Helpdesk Module is installed.

No inheritance

Specifies whether the workdesk inherits company resources through roles. If the option is set, inheritance is prevented. Direct assignments remain intact.

Spare field no. 01 ... Spare field no. 10

Additional company-specific information. Use the Designer to customize display names, formats, and templates for the input fields.

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