Identity Manager Roles Based Provisioning Module 3.7.0 ... - NetIQ

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2 Type your username and click Submit. If Identity Manager responds that it can’t find a password policy for you, see your system administrator for assistance. 3 Answer any challenge questions that display and click Submit. For example: Answer the challenge questions to get assistance with your password. Depending on how the system administrator has set up your password policy, you could: • See a hint about your password displayed on the page • Receive an e-mail containing your password or a hint about it • Be prompted to reset your password 1.3.2 If You Have Trouble Logging In If you are unable to log in to the Identity Manager User Application, make sure that you’re using the right username and typing the password correctly (spelling, uppercase or lowercase letters, etc.). If you still have trouble, consult your system administrator. It’s helpful if you can provide details about the problem you are having (such as error messages). 1.3.3 If You're Prompted for Additional Information You might be prompted for other kinds of information as soon as you log in to the Identity Manager User Application. It all depends on how the system administrator has set up your password policy (if any). For example: • If this is your first login, you might be prompted to define your challenge questions and responses, or your password hint • If your password has expired, you might be prompted to reset it 24 Identity Manager Roles Based Provisioning Module 3.7.0 User Application: User Guide
1.4 Exploring the User Application After you log in, the Identity Manager User Application displays the tab pages where you do your work: Figure 1-3 What You See When You Login If you look along the top of the User Application, you’ll see the main tabs: • Identity Self-Service (which is open by default) To learn about this tab and how to work with it, see Part II, “Using the Identity Self-Service Tab,” on page 33. • Work Dashboard To learn about this tab and how to work with it, see Part III, “Using the Work Dashboard Tab,” on page 107. • Role and Resources To learn about this tab and how to work with it, see Part IV, “Using the Roles and Resources Tab,” on page 213. • Compliance To learn about this tab and how to work with it, see Part V, “Using the Compliance Tab,” on page 285. NOTE: What you see may vary depending on what security permissions you’ve been given. To switch to a different tab, simply click the tab you want to use. 1.4.1 Getting Help While working in the Identity Manager User Application, you can display online help to get documentation about the tab that you’re currently using. 1 Go to the tab that you want to learn about (such as Roles and Resources or Compliance). Getting Started 25
Page 1 and 2: AUTHORIZED DOCUMENTATION User Appli
Page 4 and 5: 4 Identity Manager Roles Based Prov
Page 6 and 7: 4 Using the Associations Report 55
Page 8 and 9: 11 Managing Work for Users, Groups,
Page 10 and 11: 20.3 Exploring the Tab’s Features
Page 12 and 13: Part Part III, “Using the Work Da
Page 14 and 15: 14 Identity Manager Roles Based Pro
Page 18 and 19: • Roles, which enable you to: •
Page 20 and 21: • Erik (an end user) performs a s
Page 22 and 23: 1.2 Accessing the Identity Manager
Page 26 and 27: 2 Click the Help link (in the top r
Page 28 and 29: Button Description Localize Display
Page 30 and 31: To use filtering: 1 Specify a value
Page 36 and 37: Figure 2-1 The Organization Chart P
Page 38 and 39: Table 2-2 Actions Available Through
Page 42 and 43: Figure 3-1 Default View at Login In
Page 44 and 45: 3.2 Navigating the Chart This secti
Page 46 and 47: Table 3-1 Types of Organization Cha
Page 48 and 49: Action Expand Manager-Employee Expa
Page 50 and 51: The Lookup page displays your searc
Page 52 and 53: This part of the message Body Conta
Page 56 and 57: Figure 4-1 The Associations Report
Page 60 and 61: If you want to change some of these
Page 62 and 63: 2 Specify search criteria for the u
Page 64 and 65: If you see a list of groups that in
Page 66 and 67: 2 Specify the recipients of the mes
Page 68 and 69: Figure 5-3 The My Profile Page Show
Page 70 and 71: This is the detailed information ab
Page 72 and 73: The Identity Manager User Applicati
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Figure 6-2 Specify a Search Criteri
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6.2 Performing Basic Searches 1 Go
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To perform an advanced search: 1 Go
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If the attribute is a User (item ca
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The Lookup page displays: 2 Specify
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For instance, all of the following
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• Revise Search • Export Result
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This page is just like the My Profi
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4 Use the Format drop-down list to
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6.5.4 To Delete a Saved Search 1 In
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7.2 Password Challenge Response Cha
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7.5 Password Policy Status You are
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3 Specify values for the following
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3 Specify values for the following
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You can expand or collapse the node
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Chip chip c c* *p *h* A manager loo
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106 Identity Manager Roles Based Pr
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Figure 9-1 Work Dashboard If you go
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Action Make a Process Request Descr
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Icon Terminated: Retracted Descript
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9.6.1 User Self-Service The authent
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Table 9-8 Task Notifications for Do
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Table 9-11 Task Notifications for D
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To perform this action... Retract r
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To perform this action... View work
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• When a group is selected, the l
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10.1.2 Viewing the Summary for a Ta
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A pop-up window displays to indicat
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• The name of the user who made t
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If the task requires a digital sign
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The User Application displays a mes
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When no filters are defined, the De
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2 To expand the task list display b
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2 To specify that the action of ope
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The Resource Administrator and Reso
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Scrolling within the Resource Assig
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7 If there are additional custom fi
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• When a role is selected, the Ro
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Sorting the Role Assignment List To
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The User Application displays the l
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• The Recipient column identifies
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Status summary icon Detailed Status
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10.4.2 Viewing the Summary for a Re
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To remove all previously defined fi
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2 To display the details within the
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The Retract button is enabled only
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2 In the Manage control, select the
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11.2 Changing to a Different Manage
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• In the Manage dialog, click the
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Proxy Assignments When a Role Is th
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Settings Menu Option Team Settings>
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2 Select the user for whom you want
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This information is particularly he
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Button Duration End date No Expirat
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Only Provisioning Administrators, P
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NOTE: The User Application does not
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Button No Expiration Specify Expira
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2 Click Select a team to select a t
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Alternatively, use the Object Selec
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manager can still view delegate set
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3 Click Continue. 4 In the Team Mem
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Field Available Requests in Selecte
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7 Specify the status by selecting o
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The All Request Types check box is
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9h If you select a certificate that
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13.2 Making a Process Request To ma
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5i Click Preview to see the user ag
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If the digital signature type is se
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14.1.1 About Roles This section pro
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When you define a role, you can opt
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Role Roles Manager Description A sy
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Resource Requests Resources can be
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Table 14-2 Roles and Resources Acti
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Icon Higher Level Relationship Desc
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2 Specify a filter string for the r
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2 Provide details for the role defi
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2 Click Add. The Add Role Relations
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For entitlements that take static p
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Field Standard Approval Description
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You need to have permission to retr
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2 Fill in the fields on the Add Rol
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2 To include an additional column i
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2 In the Filter dialog, specify a f
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Field Description Categories Owners
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The Entitlement tab shows informati
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2 To assign a dynamic value at requ
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3 To assign a dynamic value at requ
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2b The Request Form tab adds a new
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If the Allow role approval process
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For each field on the request form,
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Assigning a Resource From the Catal
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16.1.6 Refreshing the Resource List
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2 Specify a filter string for the c
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Field Default Approvers Approvers D
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3 Select Show all administrative de
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3 Choose to show all role assignmen
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3 Choose to list all SoD Constraint
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• The Roles in which each user ho
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3 In the User Selection pane, selec
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The following settings are read-onl
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Field Quorum Description Select Quo
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Attestation Requests and Processes
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20.2 Accessing the Tab To access th
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Table 20-2 Compliance Actions Categ
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20.6 Common Compliance Actions The
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20.6.4 Defining the Attestation For
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2 Click Submit to initiate the atte
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2 If you want to use the details fr
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4 Select the SoD constraints whose
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4 In the Verify Assignments For box
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4 In the Verify Roles Assigned To b
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• The Attestation Type column ind
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The Attester column in the Request
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6b2 To view those processes that ha
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