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

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4 Identity Manager Roles Based Provisioning Module 3.7.0 User Application: User Guide
Contents About This Guide 11 Part I Welcome to Identity Manager 15 1 Getting Started 17 1.1 Identity Manager and You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 1.1.1 Introducing the Identity Manager User Application . . . . . . . . . . . . . . . . . . . . . . . . . . 17 1.1.2 The Big Picture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 1.1.3 Typical Uses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 1.2 Accessing the Identity Manager User Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 1.2.1 Your User Application Might Look Different. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 1.3 Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 1.3.1 If You Forget Your Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 1.3.2 If You Have Trouble Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 1.3.3 If You're Prompted for Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 1.4 Exploring the User Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 1.4.1 Getting Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 1.4.2 Preferred Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 1.4.3 Logging Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 1.4.4 Common User Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 1.5 What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Part II Using the Identity Self-Service Tab 33 2 Introducing the Identity Self-Service Tab 35 2.1 About the Identity Self-Service Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 2.2 Accessing the Identity Self-Service Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 2.3 Exploring the Tab’s Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 2.4 Identity Self-Service Actions You Can Perform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 3 Using the Organization Chart 41 3.1 About the Organization Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 3.2 Navigating the Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 3.2.1 Navigating to the Next Higher Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 3.2.2 Resetting the Root of the Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 3.2.3 Switching the Default Relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 3.2.4 Expanding or Collapsing the Default Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 3.2.5 Choosing a Relationship to Expand or Collapse . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 3.2.6 Looking Up a User in Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 3.3 Displaying Detailed Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 3.4 Sending E-Mail from a Relationship Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 3.4.1 E-Mailing Information About a User in a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 3.4.2 Sending New E-Mail to a User in the Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 3.4.3 Sending E-Mail to a Manager’s Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Contents 5
Page 1 and 2: AUTHORIZED DOCUMENTATION User Appli
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 24 and 25: 2 Type your username and click Subm
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
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54 Identity Manager Roles Based Pro
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Figure 4-1 The Associations Report
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58 Identity Manager Roles Based Pro
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If you want to change some of these
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2 Specify search criteria for the u
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If you see a list of groups that in
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2 Specify the recipients of the mes
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Figure 5-3 The My Profile Page Show
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This is the detailed information ab
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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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Identity Manager Roles Based Provisioning Module 3.7.0 ... - NetIQ

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