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Sun[TM] Identity Manager 8.0 Administration 

Appendix C
User Interface Quick Reference

Table C-1 is a quick reference to commonly performed Identity Manager tasks. It shows the primary Identity Manager interface location where you will go to begin each task, as well as alternate locations or methods (if available) that you can use to perform the same task.

Table C-1  Identity Manager Interface Task Reference (Page 1 of 5)

To do this:

Go to:

Or:

Managing 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 subtab

 

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)

Managing 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 subtab

 

Assign capabilities (through admin roles)

Accounts tab, List Accounts selection, Create or Edit User page Security subtab

 

Set up approvers (to validate account creation)

Accounts tab, List Accounts selection, Create Organization page

Roles tab, Create Roles page

 

Configuring Identity Manager

Create and manage resources (Resource Wizard)

Resources tab

 

Manage resource groups

Resource 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

 

Loading and Synchronizing Accounts and Data

Import data files (such as XML-format forms)

Configure tab, Import Exchange File selection

 

Load resource accounts

Account tab, Load from Resource selection

 

Load accounts from file

Account tab, Load from File selection

 

Compare Identity Manager users with resource accounts

Resources tab, Reconcile with Resources selection

 

Auditing and Managing 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 subtab

 

Respond to policy violation remediation requests

My Work Items tab, Remediations selection

 

Mitigate policy violations

Work Items tab, Remediations subtab

 

Review remediated policy violations

 

Work Items tab, Remediations subtab

 

Generate audit policy reports

Reports tab, Run Report subtab

 

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 subtab

 

Set up email templates for audit notification

Configure tab, Email Templates subtab

 

Import data files/rules (such as XML-format forms)

Configure tab, Import Exchange File subtab

 

Define an access review scan

Compliance tab, Manage Scans subtab

 

Run an access review

Compliance tab, Access Reviews subtab

 

Terminate an access review

Compliance tab, Access Reviews subtab

 

Schedule an access review

Server Tasks tab, Manage Schedule subtab

 

Set up periodic access reviews

Compliance tab, Manage Access Scans subtab

 

Monitor access review status

Compliance tab, Access Reviews subtab

 

Configure attestors

Compliance tab, Manage Access Scans subtab

 

Perform Attestor duties (review and certify user entitlements)

Work Items tab, My Work Items tab, Attestation subtab

 

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 subtab

 

Managing 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

 

Managing 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

 



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Part No: 820-2954-10.   Copyright 2008 Sun Microsystems, Inc. All rights reserved.