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Identity Manager 9.3 - Operational Guide

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

Creating and editing mail templates

If required, you can change the default mail template or create a new one.

To edit a mail template in the Designer

In the Designer, select the Mail templates category.
Select the mail template and start Mail Template Editor using the Edit mail template task.

To create a new mail template in the Designer

In the Designer, select the Mail templates category.
Start Mail Template Editor using the Create a new mail template task.

Related topics

Copying mail templates

You can copy an existing mail template and then customize it as required.

To copy a mail template in the Designer

In the Designer, select the Mail templates category.
Select the mail template you want to copy and start the Mail Template Editor using the Edit mail template.
Select the Mail template > Copy mail template menu item.
Enter the name of the new mail template and click OK.

The new mail template is displayed in the Mail Template Editor. Now, you can edit the mail template.

Related topics

Creating mail previews

You can display a preview while editing your mail template.

To display a mail template preview in the Designer

In the Designer, select the Mail templates category.
Select the mail template and start Mail Template Editor using the Edit mail template task.
Select the Mail templates > Mail preview menu item.
Select the base object and click OK.

General properties of mail templates

The following properties are displayed for a mail template.

Table 18: Mail template properties
Property	Meaning
Mail template	Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the button.
Base object	Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced.
Report (parameter set)	Report, made available through the mail template.
Description	Mail template description. Translate the given text using the button.
Target format	Format in which to generate email notification. Permitted values are: HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format. TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported.
Design type	Design in which to generate the email notification. Permitted values are: Mail template: The generated email notification contains the mail body in accordance with the mail definition. Report: The generated email notification contains the report specified under Report (parameter set) as its mail body. Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a PDF file.
Importance	Importance for the email notification. Permitted values are Low, Normal, and High.
Confidentiality	Confidentiality for the email notification. Permitted values are Normal, Personal, Private, and Confidential.
Can unsubscribe	Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal.
Deactivated	Specifies whether this mail template is disabled.
Mail definition	Selects the mail definition in a specific language. NOTE: If the Common \| MailNotification \| DefaultCulture configuration parameter is set, when the template is opened, the mail definition is loaded and displayed in the email notifications default language.
Language	Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated.
Subject	Subject of the email message.
Mail body	Content of the email message.

Related topics

Creating and editing mail definitions

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