Table C-1 Identity Manager Interface Task Reference (Page 1 of 5)
To do this:
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Go to:
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Or:
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Managing Identity Manager Users
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Create and edit users
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Accounts tab, List Accounts selection
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Accounts tab, Find Users selection (User Account Search Results page)
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Approve user account creation
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Work Items tab, Approvals subtab
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Set up user authentication (policies)
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Security tab, Policies selection
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Change user passwords
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Passwords tab, Change User Password selection
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Accounts tab, List Accounts selection
Accounts tab, Find Users selection (User Account Search Results page)
Identity Manager User interface
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Reset user passwords
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Passwords tab, Reset User Password selection
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Accounts tab, List Accounts selection
Accounts tab, Find Users selection (User Account Search Results page)
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Find users
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Accounts tab, Find Users selection
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Passwords tab, Change User Password selection
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Enable or disable users
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Accounts tab, List Accounts selection
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Accounts tab, Find Users selection (User Account Search Results page)
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Unlock users
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Accounts tab, List Accounts selection
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Accounts tab, Find Users selection (User Account Search Results page)
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Managing Identity Manager Administrators
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Set up delegated administration (through organizations)
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Accounts tab, List Accounts selection, Create User page
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Assign capabilities
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Accounts tab, List Accounts selection, Create or Edit User page Security subtab
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Assign capabilities (through admin roles)
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Accounts tab, List Accounts selection, Create or Edit User page Security subtab
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Set up approvers (to validate account creation)
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Accounts tab, List Accounts selection, Create Organization page
Roles tab, Create Roles page
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Configuring Identity Manager
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Create and manage resources (Resource Wizard)
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Resources tab
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Manage resource groups
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Resource tab, List Resource Groups selection
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Create and manage roles
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Roles tab
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Find roles
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Roles tab, Find Roles selection
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Edit capabilities
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Security tab, Capabilities selection
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Create and edit admin roles
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Security tab, Admin Roles selection, Create/Edit Admin Role page
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Set up email templates
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Configure tab, Email Templates selection
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Set up password, account, and naming policies; assign policies to organizations
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Security tab, Policies selection
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Loading and Synchronizing Accounts and Data
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Import data files (such as XML-format forms)
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Configure tab, Import Exchange File selection
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Load resource accounts
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Account tab, Load from Resource selection
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Load accounts from file
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Account tab, Load from File selection
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Compare Identity Manager users with resource accounts
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Resources tab, Reconcile with Resources selection
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Auditing and Managing Compliance
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Disable or enable auditing
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Configure tab, Audit selection
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Set up audit events to capture
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Configure tab, Audit selection
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Define audit policies (create, edit, delete)
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Compliance tab, Manage Policies selection
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Assign audit policies
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Accounts tab, Compliance selection
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Define remediators and assign remediation workflows for an audit policy
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Compliance tab, Manage Policies subtab
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Respond to policy violation remediation requests
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My Work Items tab, Remediations selection
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Mitigate policy violations
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Work Items tab, Remediations subtab
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Review remediated policy violations
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Work Items tab, Remediations subtab
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Generate audit policy reports
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Reports tab, Run Report subtab
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Perform an audit scan on one or more users or organizations
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Accounts tab, select Scan from the User Actions or Organization Actions list
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Set up Periodic Access Reviews
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Compliance tab, Manage Access Scans selection
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Monitor Periodic Access Reviews
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Compliance tab, Access Reviews selection
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View Audit reports
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Reports tab, Auditor Report type selection
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Edit administrator audit capabilities
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Security tab, Capabilities subtab
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Set up email templates for audit notification
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Configure tab, Email Templates subtab
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Import data files/rules (such as XML-format forms)
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Configure tab, Import Exchange File subtab
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Define an access review scan
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Compliance tab, Manage Scans subtab
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Run an access review
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Compliance tab, Access Reviews subtab
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Terminate an access review
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Compliance tab, Access Reviews subtab
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Schedule an access review
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Server Tasks tab, Manage Schedule subtab
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Set up periodic access reviews
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Compliance tab, Manage Access Scans subtab
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Monitor access review status
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Compliance tab, Access Reviews subtab
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Configure attestors
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Compliance tab, Manage Access Scans subtab
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Perform Attestor duties (review and certify user entitlements)
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Work Items tab, My Work Items tab, Attestation subtab
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Risk Analysis, and Reporting
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Run and manage reports
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Reports tab, Run Reports selection to create, run, and download reports; View Reports to view report results.
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Define and run risk analysis reports
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Reports tab, Risk Analysis selection
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View graphical reports
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Reports tab, View Dashboards selection
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Review separation-of-duties report
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Reports tab, Run Report subtab
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Managing Identity Manager Tasks
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Run a defined task (or process)
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Server Tasks tab, Run Tasks selection
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Schedule a task
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Server Tasks tab, Manage Schedule selection
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View Task results
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Server Tasks tab, Find Tasks or All Tasks selection
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Suspend or terminate a task
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Server Tasks tab, All Tasks selection
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Managing Service Provider Users
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Manage Service Provider Users
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Accounts tab, Manage Service Provider Users selection
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Manage Service Provider Transactions
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Server Tasks tab, Service Provider Transactions selection
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Configure Service Provider features
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Service Provider tab, Edit Main Configuration selection
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Configure Transaction defaults
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Service Provider tab, Edit Transaction Configuration selection
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Create or edit Service Provider policies
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Security tab, Policies selection
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