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

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4 Using the Associations Report 55 4.1 About the Associations Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 4.2 Displaying Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 5 Using My Profile 59 5.1 About My Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 5.2 Editing Your Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 5.2.1 Hiding Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 5.2.2 Using the Editing Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 5.3 E-Mailing Your Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 5.4 Displaying Your Organization Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 5.5 Linking to Other Users or Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 5.6 Choosing a Preferred Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 5.6.1 Defining a Preferred Language in the Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 6 Using Directory Search 73 6.1 About Directory Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 6.2 Performing Basic Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 6.3 Performing Advanced Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 6.3.1 Selecting an Expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 6.3.2 Specifying a Value for Your Comparison. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 6.4 Working with Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 6.4.1 About Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 6.4.2 Using the Search List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 6.4.3 Other Actions You Can Perform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 6.5 Using Saved Searches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 6.5.1 To List Saved Searches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 6.5.2 To Run a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 6.5.3 To Edit a Saved Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 6.5.4 To Delete a Saved Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 7 Performing Password Management 93 7.1 About Password Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 7.2 Password Challenge Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 7.3 Password Hint Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 7.4 Change Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 7.5 Password Policy Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 7.6 Password Sync Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 8 Creating Users or Groups 97 8.1 About Creating Users or Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 8.2 Creating a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 8.3 Creating a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 8.4 Using the Editing Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 8.4.1 To Look Up a Container. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 8.4.2 To Look Up a User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 8.4.3 To Use the History List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 6 Identity Manager Roles Based Provisioning Module 3.7.0 User Application: User Guide
Part III Using the Work Dashboard Tab 107 9 Introducing the Work Dashboard Tab 109 9.1 About the Work Dashboard Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 9.2 Accessing the Work Dashboard Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 9.3 Exploring the Tab’s Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 9.4 Work Dashboard Actions You Can Perform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 9.5 Understanding the Icons on the Work Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 9.6 Security Permissions for the Work Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 9.6.1 User Self-Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 9.6.2 Domain Administrator in Manage Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 9.6.3 Domain Manager in Manage Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 9.6.4 Team Manager in Manage Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 10 Managing Your Work 125 10.1 Working with Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 10.1.1 Viewing the Task List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 10.1.2 Viewing the Summary for a Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 10.1.3 Selecting a Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 10.1.4 Claiming a Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 10.1.5 Reassigning a Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 10.1.6 Releasing a Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 10.1.7 Filtering the Task List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 10.1.8 Customizing the Task Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 10.1.9 Controlling Whether the Task List is Expanded by Default . . . . . . . . . . . . . . . . . . . 139 10.1.10 Controlling the Display of Task Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140 10.1.11 Setting the Claim Action for Open Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 10.1.12 Sorting the Task List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 10.1.13 Refreshing the Task List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 10.1.14 Controlling the Number of Items Displayed on a Page . . . . . . . . . . . . . . . . . . . . . . 143 10.1.15 Viewing the Comments for a Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 10.2 Working with Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 10.2.1 Viewing Your Resource Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 10.2.2 Requesting a Resource Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 10.2.3 Refreshing the Resource Assignment List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 10.2.4 Removing a Resource Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 10.2.5 Customizing the Resource Assignment List Display . . . . . . . . . . . . . . . . . . . . . . . . 148 10.3 Working with Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 10.3.1 Viewing Your Role Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 10.3.2 Requesting a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152 10.3.3 Refreshing the Role Assignment List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 10.3.4 Removing a Role Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 10.3.5 Customizing the Role Assignment List Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 10.4 Viewing Your Request Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 10.4.1 Viewing the Request List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 10.4.2 Viewing the Summary for a Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 10.4.3 Filtering the Request List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 10.4.4 Customizing the Request Status Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 10.4.5 Controlling the Number of Items Displayed on a Page . . . . . . . . . . . . . . . . . . . . . . 163 10.4.6 Controlling the Display of Request Status Details . . . . . . . . . . . . . . . . . . . . . . . . . . 163 10.4.7 Sorting the Request List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 10.4.8 Refreshing the Request List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 10.4.9 Viewing the Comments for a Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 10.4.10 Viewing the Details for a Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 10.4.11 Retracting a Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 Contents 7
Page 1 and 2: AUTHORIZED DOCUMENTATION User Appli
Page 4 and 5: 4 Identity Manager Roles Based Prov
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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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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