General main data of a request template
Enter the following properties on the General tab.
Table 81: General main data of a request template
|
Request template |
Name of the request template. |
|
Name |
Any additional name for the request template. |
|
Short name |
Short name for the request template. |
|
Voucher number |
A combination of any characters to uniquely identify the request template. If you leave this field empty, One Identity Manager automatically allocates a number when you save. |
|
Owner |
Owner of the request template. The employee that created the template is automatically entered as the owner. This value can be changed at any time. |
|
Description |
Text field for additional explanation. |
|
Public template |
Specifies whether the request template is available to all One Identity Manager users. |
|
Shared |
Specifies whether the request template is can be used by all One Identity Manager users. This option can only be changed in the Manager through the user with the Request & Fulfillment | IT Shop | Administrators application role.
If Public template is not set on a shared template, Shared is also disabled. |
Request templates can be automatically share once Public template has been set.
To automatically share request templates
- In the Designer, set the QER | ITShop | ShoppingCartPattern | AutoQualified configuration parameter.
Cart items
Use Cart items to assign the product.
To add a new request item to the request template
Table 82: Cart items
|
product |
Products that can be requested with this request template. All service items are shown in the menu, whose products are assigned to at least one shelf in the IT Shop.
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To add other products to the request template, click  .
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To delete a cart item, click  . |
|
Quantity |
Number of products to request.
You need to customize your Web Portal in order to use these values. For detailed information, see One Identity Manager Web Designer Reference Guide. |
|
Additional request data |
Additional information is required for the request. |
Deleting request templates
To delete a request template
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In the Manager, select the IT Shop > Request templates category.
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Select a request template in the result list.
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Click in the result list.
NOTE: Every owner can delete his own request templates in the Web Portal. One Identity Manager users with the Request & Fulfillment | IT Shop | Administrators application role can delete the request templates of all owners.
Recommendations and tips for transporting IT Shop components with the Database Transporter
For detailed about working with change labels and about transporting changes with the Database Transporter, see the One Identity Manager Operational Guide.
To transport IT Shop components with the Database Transporter, take the following into account:
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In one transport package, only include a maximum of one shop with shelves and customer nodes including the dynamic roles and, if necessary, associated approval policies.
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You should not transport products that reference target system entitlements. Target system entitlements are loaded into the database by synchronization and obtain different UIDs in different databases. This means that references to these entitlements do not match up in the products.
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Approval policies, approval workflows, approval steps, and approval procedures should be transported together. If necessary, mail templates and mail definitions must be transported as well.
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If IT Shop components reference application or business roles, they must also be transported along with their child roles.
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Transport translations if required.
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If you want to group several objects and dependencies and other changes into a transport package, work with change labels where possible. In the Database Transporter, you can export change labels to a transport package. You can import the transport package with the Database Transporter.
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Alternatively, you can transport a single object with its dependencies by creating an export in transport format. Then you can import the export with the Database Transporter.
