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Identity Manager 9.1 - 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 employees, 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 employees 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
Employee administration
One Identity Manager users for employee administration Basic data for employee main data Employee's central user account Employee's default email address Employee's central password Mapping multiple employee identities Password policies for employees Creating and editing employees Disabling and deleting employees Deleting all employee related data Limited access to One Identity Manager Changing the certification status of employees Assigning company resources to employees Displaying the origin of employees' roles and entitlements Analyzing role memberships and employee assignments Displaying the employees overview Displaying and deleting employees' Webauthn security keys Determining the language for employees Determining employees working hours Manually assigning user accounts to employees Entering calls for employees Assigning extended properties to employees Employee reports
Managing devices and workdesks Managing resources Setting up extended properties Configuration parameters for managing departments, cost centers, and locations Configuration parameters for managing employees Configuration parameters for managing devices and workdesks

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.

Entering service agreements and calls for devices

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

Use the Helpdesk Module to enter service agreements and calls 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 call for this device.

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

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

  6. Save the changes.

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 or edit 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.

    - OR -

    Click in the result list.

  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 53: 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 over the primary assignments when One Identity Manager is correspondingly configured.

Primary business roles

Business role to which the employee is assigned. A workdesk can obtain company resources over the primary assignments when One Identity Manager is correspondingly configured.

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

Installation date

Date of going into operation.

Workdesk supervisor

Employee responsible for this workdesk.

Checked by

Employee who 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 this option is set, the employee cannot inherit. 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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