Table C–1 is a quick reference to commonly performed Identity Manager tasks. This table shows the primary Identity Manager interface location where you can go to begin each task, with alternate locations or methods (if available) that you can use to perform the same task.
To Perform This Task |
Go To |
Or To |
---|---|---|
Manage Identity Manager Users: |
||
Create and edit users |
Accounts tab, List Accounts selection |
Accounts tab, Find Users selection (User Account Search Results page) |
Approve user account creation |
Work Items tab, Approvals tab | |
Set up user authentication (policies) |
Security tab, Policies selection | |
Change user passwords |
Passwords tab, Change User Password selection |
Accounts tab, List Accounts selection Accounts tab, Find Users selection (User Account Search Results page) Identity Manager User interface |
Reset user passwords |
Passwords tab, Reset User Password selection |
Accounts tab, List Accounts selection Accounts tab, Find Users selection (User Account Search Results page) |
Find users |
Accounts tab, Find Users selection |
Passwords tab, Change User Password selection |
Enable or disable users |
Accounts tab, List Accounts selection |
Accounts tab, Find Users selection (User Account Search Results page) |
Unlock users |
Accounts tab, List Accounts selection |
Accounts tab, Find Users selection (User Account Search Results page) |
Manage Identity Manager Administrators: |
||
Set up delegated administration (through organizations) |
Accounts tab, List Accounts selection, Create User page | |
Assign capabilities |
Accounts tab, List Accounts selection, Create or Edit User page Security tab | |
Assign capabilities (through admin roles) |
Accounts tab, List Accounts selection, Create or Edit User page Security tab | |
Set up approvers (to validate account creation) |
Accounts tab, List Accounts selection, Create Organization page Roles tab, Create Roles page | |
Configure Identity Manager: |
||
Create and manage resources (Resource Wizard) |
Resources tab | |
Manage resource groups |
Resources tab, List Resource Groups selection | |
Create and manage roles |
Roles tab | |
Find roles |
Roles tab, Find Roles selection | |
Edit capabilities |
Security tab, Capabilities selection | |
Create and edit admin roles |
Security tab, Admin Roles selection, Create/Edit Admin Role page | |
Set up email templates |
Configure tab, Email Templates selection | |
Set up password, account, and naming policies; assign policies to organizations |
Security tab, Policies selection | |
Load and Synchronize Accounts and Data: |
||
Import data files (such as XML-format forms) |
Configure tab, Import Exchange File selection | |
Load resource accounts |
Accounts tab, Load from Resource selection | |
Load accounts from file |
Accounts tab, Load from File selection | |
Compare Identity Manager users with resource accounts |
Resources tab, Reconcile with Resources selection | |
Audit and Manage Compliance: | ||
Disable or enable auditing |
Configure tab, Audit selection | |
Set up audit events to capture |
Configure tab, Audit selection | |
Define audit policies (create, edit, delete) |
Compliance tab, Manage Policies selection | |
Assign audit policies |
Accounts tab, Compliance selection | |
Define remediators and assign remediation workflows for an audit policy |
Compliance tab, Manage Policies tab | |
Respond to policy violation remediation requests |
My Work Items tab, Remediations selection | |
Mitigate policy violations |
Work Items tab, Remediations tab | |
Review remediated policy violations |
Work Items tab, Remediations tab | |
Generate audit policy reports |
Reports tab, Run Report tab | |
Perform an audit scan on one or more users or organizations |
Accounts tab, select Scan from the User Actions or Organization Actions list | |
Set up Periodic Access Reviews |
Compliance tab, Manage Access Scans selection | |
Monitor Periodic Access Reviews |
Compliance tab, Access Reviews selection | |
View Audit reports |
Reports tab, Auditor Report type selection | |
Edit administrator audit capabilities |
Security tab, Capabilities tab | |
Set up email templates for audit notification |
Configure tab, Email Templates tab | |
Import data files/rules (such as XML-format forms) |
Configure tab, Import Exchange File tab | |
Define an access review scan |
Compliance tab, Manage Scans tab | |
Run an access review |
Compliance tab, Access Reviews tab | |
Terminate an access review |
Compliance tab, Access Reviews tab | |
Schedule an access review |
Server Tasks tab, Manage Schedule tab | |
Set up periodic access reviews |
Compliance tab, Manage Access Scans tab | |
Monitor access review status |
Compliance tab, Access Reviews tab | |
Configure attestors |
Compliance tab, Manage Access Scans tab | |
Perform Attestor duties (review and certify user entitlements) |
Work Items tab, My Work Items tab, Attestation tab | |
Risk Analysis and Reporting: | ||
Run and manage reports |
Reports tab, Run Reports selection to create, run, and download reports; View Reports to view report results. | |
Define and run risk analysis reports |
Reports tab, Risk Analysis selection | |
View graphical reports |
Reports tab, View Dashboards selection | |
Review separation-of-duties report |
Reports tab, Run Report tab | |
Manage Identity Manager Tasks: |
||
Run a defined task (or process) |
Server Tasks tab, Run Tasks selection | |
Schedule a task |
Server Tasks tab, Manage Schedule selection | |
View Task results |
Server Tasks tab, Find Tasks, or All Tasks selection | |
Suspend or terminate a task |
Server Tasks tab, All Tasks selection | |
Manage Service Provider Users: | ||
Manage Service Provider Users |
Accounts tab, Manage Service Provider Users selection | |
Manage Service Provider Transactions |
Server Tasks tab, Service Provider Transactions selection | |
Configure Service Provider features |
Service Provider tab, Edit Main Configuration selection | |
Configure Transaction defaults |
Service Provider tab, Edit Transaction Configuration selection | |
Create or edit Service Provider policies |
Security tab, Policies selection |