Chapter 9 Task Templates

Identity Manager’s task templates enable you to use the Administrator interface to configure certain workflow behaviors as an alternative to writing customized workflows.

Enabling the Task Templates — Describes how to make the task templates available to your system

Configuring the Task Templates — Describes how to use task templates to configure workflow behaviors

Enabling the Task Templates

Create User Template — Configures properties for the create user task.

Delete User Template — Configures properties for the delete user task.

Update User Template — Configures properties for the update user task.

In the Administrator interface, select Server Tasks from the menu, and then select Configure Tasks.

Figure 9-1 illustrates the Configure Tasks page.

Figure 9-1 Configure Tasks
Edit Process Mappings page.

The Configure Tasks page contains a table with the following columns:

Name – Provides links to the Create User, Delete User, and Update User Templates.

Action – Contains one of the following buttons:

Enable – Displays if you have not enabled a template yet.

Edit Mapping – Displays after you enable a template.

The procedure for enabling and editing process mappings is the same.

Process Mapping – Lists the process type mapped for each template.

Description – Provides a short description of each template.

Click Enable to open the Edit Process Mappings page for a template.

For example, the following page (Figure 9-2) displays for the Create User Template:

Figure 9-2 Edit Process Mappings Page
Edit Process Mappings page.



Note	The default process type (in this case, createUser) automatically displays in the Selected Process Types list. If necessary, you can select a different process type from the menu.

Generally, you do not map more than one process type for each template.

If you remove the process type from the Selected Process Types list and do not select a replacement, a Required Process Mappings section displays instructing you to select a new task mapping.

Figure 9-3 Required Process Mappings Section

Click Save to map the selected process type and return to the Configure Tasks page.



Note	When the Configure Tasks page redisplays, an Edit Mapping button replaces the Enable button and the process name is listed in the Process Mapping column.

Figure 9-4 Updated Configure Tasks Table
Updated Configure Tasks table.

Repeat the mapping process for each of the remaining templates.



Notes	You can verify the mappings by selecting Configure > Form and Process Mappings. When the Configure Form and Process Mappings page appears, scroll down to the Process Mappings table and verify that the following Process Types are mapped to the Process Name Mapped To entries shown in the table.


		Process Type	Process Name Mapped To
		createUser	Create User Template
		deleteUser	Delete User Template
		updateUser	Update User Template

	If the templates were enabled successfully, Process Name Mapped To entries should all include the word Template.
	You can also map these process types directly from the Form and Process Mapping page if you type Template into the Process Name Mapped To column as shown in the table.

Configuring the Task Templates

After mapping the template process types ((more...) ), you can configure the task templates.

In the Administrator interface, click Server Tasks in the main menu, then click Configure Tasks.

The Configure Tasks page opens.

Select a link in the Name column. One of the following pages displays:

Edit Task Template 'Create User Template' — Open to edit the template used to create a new user account.

Edit Task Template 'Delete User Template' — Open to edit the template used to delete or deprovision a user’s account.

Edit Task Template 'Update User Template' — Open to edit the template used to update an existing user’s information.

Each Edit Task Template page contains a set of tabs that represent a major configuration area for the user workflow.

The following table describes each tab, its purpose, and which templates use that tab.

Table 9-1 Task Template Tabs (Page 1 of 2)
Tab Name	Purpose	Template
General (default tab)	Allows you to define how a task name displays in the task bar located on the Home and Account pages, and in the task instance table on the Tasks page.	Create User and Update User Task Templates only
General (default tab)	Allows you to specify how user accounts are deleted/deprovisioned	Delete User Template only
Notification	Allows you to configure email notifications sent to administrators and users when Identity Manager invokes a process.	All Templates
Approvals	Allows you to enable or disable approvals by type, designate additional approvers, and specify attributes from account data before Identity Manager executes certain tasks.	All Templates
Audit	Allows you to enable and configure auditing for the workflow. Use this tab to configure a workflow to capture information for Workflow Reports.	All Templates
Provisioning	Allows you to run a task in the background and to allow Identity Manager to retry a task if the task fails.	Create User Task Template and Update User Task Templates only
Sunrise and Sunset	Allows you to suspend a creation task until a specified date/time (sunrise) or to suspend a deletion task until a specified date/time (sunset).	Create User Task Template
Data Transformations	Allows you to configure how user data is transformed during provisioning.	Create User and Update User Task Templates only

Select one of the tabs to configure workflow features for the template.

Instructions for configuring these tabs are provided in the following sections:

Configuring the General Tab

Configuring the Notification Tab

Configuring the Approvals Tab

Configuring the Audit Tab

Configuring the Provisioning Tab

Configuring the Sunrise and Sunset Tab

Configuring the Data Transformations Tab

When you are finished configuring the templates, click the Save button to save your changes.

Configuring the General Tab

This section provides instructions for configuring the General tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

For the Create User or Update User Templates


Note	In the Administrator interface, the pages for editing the Create User Template and Update User Template are identical, so configuration instructions are provided in one section.

When you open either the Edit Task Template 'Create User Template' form or the Edit Task Template 'Update User Template' form, the General tab page displays by default. This page consists of a Task Name text field and a Insert an attribute menu, as shown in Figure 9-5. For instructions on how to start the configuration process see (more...) .

Task names can contain literal text and/or attribute references that are resolved during task execution.

Type a name into the Task Name field.

You can edit or completely replace the default task name.

The Task Name menu provides a list of attributes that are currently defined for the view associated with the task configured by this template. Select an attribute from the menu (optional).

Identity Manager appends the attribute name to the entry in the Task Name field. For example:

Create user $(accountId) $(user.global.email)

When you are finished, you can

Select a different tab to continue editing the templates.

Click Save to save your changes and return to the Configure Tasks page.

The new task name will display in the Identity Manager task bar, located at the bottom of the Home and Accounts tabs.

Click Cancel to discard your changes and return to the Configure Tasks page.

For the Delete User Template

When you open the Edit Task Template ’Delete User Template‘ page the General tab page displays by default. (For instructions on how to start the configuration process see (more...) .)

Use the Delete Identity Manager Account buttons to specify whether an Identity Manager account can be deleted during a delete operation, as follows:

Never — Select to prevent accounts from being deleted.

Only if user has no linked accounts after deprovisioning — Select to allow user account deletions only if there are no linked resource accounts after deprovisioning.

Always — Select to always allow user account deletions — even if there are still resource accounts assigned.

Use the Resource Accounts Deprovisioning boxes to control resource account deprovisioning for all resource accounts, as follows:

Delete All — Enable this box to delete all accounts representing the user on all assigned resources.

Unassign All — Enable this box to unassign all resource accounts from the user. The resource accounts will not be deleted.

Unlink All — Enable this box to break all links from the Identity Manager system to the resource accounts. Users with accounts that are assigned but not linked will display with a badge to indicate that an update is required.



Note	These controls override the behaviors in the Individual Resource Accounts Deprovisioning table.

Use the Individual Resource Accounts Deprovisioning boxes to allow a
more fine-grained approach to user deprovisioning (compared to Resource Accounts Deprovisioning) as follows:

Delete — Enable this box to delete the account that represents the user on the resource.

Unassign — Enable this box and the user will no longer be assigned directly to the resource. The resource account will not be deleted.

Unlink — Enable this box to break the link from the Identity Manager system to the resource accounts. Users with accounts that are assigned but not linked will display with a badge to indicate that an update is required.



Note	The Individual Resource Accounts Deprovisioning options are useful if you want to specify a separate deprovisioning policy for different resources. For example, most customers do not want to delete Active Directory users because each user has a global identifier that can never be re-created following deletion. However, in environments where new resources are added, you might not want to use this option because the deprovisioning configuration would have to be updated every time you add a new resource.

Configuring the Notification Tab

This section provides instructions for configuring the Notification tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

All of the Task Templates support sending email notifications to administrators and users when Identity Manager invokes a process — usually after the process has completed. You can use the Notification tab to configure these notifications.

Configuring User Notifications

When specifying users to be notified, you must also specify the name of an email template to be used to generate the email used for notification.


Note	Identity Manager uses email templates to deliver information and requests for action to administrators, approvers, and users. For more information about Identity Manager email templates, see the section titled Understanding Email Templates in this guide.

To notify the user being created, updated, or deleted enable the Notify user checkbox, as shown in Figure 9-7, and then select an email template from the list.

Configuring Administrator Notifications

To specify how Identity Manager determines administrator notification recipients, select an option from the Determine Notification Recipients from menu.

None (default) — No administrators will be notified.

Attribute — Select to derive notification recipients’ account IDs from a specified attribute in the user view. For more information see Specifying Administrator Notification Recipients by Attribute.

Rule — Select to derive notification recipients’ account IDs by evaluating a specified rule. For more information see Specifying Administrator Notification Recipients by Rule.

Query — Select to derive notification recipients’ account IDs by formulating a query to a particular resource. For more information see Specifying Administrator Notification Recipients by Query.

Administrator List — Select to choose notification recipients’ explicitly from a list. For more information see Specifying Administrator Notification Recipients from the Administrator List.

Specifying Administrator Notification Recipients by Attribute

To derive notification recipients’ account IDs from a specified attribute, follow these steps:


Note	The attribute must resolve to a string that represents a single account ID or to a list in which the elements are account IDs.

Select Attribute from the Determine Notification Recipients from menu and the following new options are displayed:

Figure 9-8 Administrator Notifications: Attribute
Specifying notification recipients on Administrator Notifications.

Notification Recipient Attribute — Provides a list of attributes (currently defined for the view associated with the task configured by this template) used to determine recipient account IDs.

Email Template — Provides a list of email templates.

Select an attribute from the Notification Recipient Attribute menu.

The attribute name displays in the text field adjacent to the menu.

Select a template from the Email Template menu to specify a format for the administrators’ notification email.

Specifying Administrator Notification Recipients by Rule

To derive notification recipients’ account IDs from a specified rule, follow these steps:


Note	When evaluated, the rule must return a string that represents a single account ID or to a list in which the elements are account IDs.

Select Rule from the Determine Notification Recipients from menu and the following new options display in the Notification form:

Figure 9-9 Administrator Notifications: Rule

Notification Recipient Rule — Provides a list of rules (currently defined for your system) that, when evaluated, returns the recipients’ account IDs.

Email Template — Provides a list of email templates.

Select a rule from the Notification Recipient Rule menu.

Select a template from the Email Template menu to specify a format for the administrators’ notification email.

Specifying Administrator Notification Recipients by Query

To derive notification recipients’ account IDs by querying a specified resource, follow these steps:


Note	Only LDAP and Active Directory resource queries are supported at this time.

Select Query from the Determine Notification Recipients from menu and the following new options display in the Notification form, as illustrated in Figure 9-10:

Figure 9-10 Administrator Notifications: Query
Screen capture of the Administrator Notifications: Query screen.

Notification Recipient Administrator Query — Provides a table consisting of the following menus, which you can use to construct a query:

Resource to Query — Provides a list of resources currently defined for your system.

Resource Attribute to Query — Provides a list of resource attributes currently defined for your system.

Attribute to Compare — Provides a list of attributes currently defined for your system.

Email Template — Provides a list of email templates.

Select a resource, resource attribute, and an attribute to compare from these menus to construct the query.

Select a template from the Email Template menu to specify a format for the administrators’ notification email.

Specifying Administrator Notification Recipients from the Administrator List

To specify administrator notification recipients from the Administrator List, follow these steps:

Select Administrator List from the Determine Notification Recipients from menu and the following new options display in the Notification form:

Figure 9-11 Administrator Notifications: Administrators List

Administrators to Notify — Provides a selection tool with a list of available administrators.

Email Template — Provides a list of email templates.

Select one or more administrators in the Available Administrators list and move them to the Selected Administrators list.

Select a template from the Email Template menu to specify a format for the administrators’ notification email.

Configuring the Approvals Tab

This section provides instructions for configuring the Approvals tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

You can use the Approvals tab to designate additional approvers and to specify attributes for the task approval form before Identity Manager executes the create, delete, or update user tasks.

Traditionally, administrators who are associated with a particular organization, resource, or role are required to approve certain tasks before execution. Identity Manager also allows you to designate additional approvers — additional administrators who will be required to approve the task.


Note	If you configure Additional Approvers for a workflow, you are requiring approval from the traditional approvers and from any additional approvers specified in the template.

Figure 9-12 illustrates the initial Approvals page Administrator user interface.

Complete the Approvals Enablement section (see Enabling Approvals (Approvals Tab, “Approvals Enablement” Section)).

Complete the Additional Approvers section (see Specifying Additional Approvers (Approvals Tab, “Additional Approvers” Section)).

Complete the Approval Form Configuration section for the Create User and Update User Templates only (see Configuring the Approval Form (Approvals Tab, “Approval Form Configuration” Section)).

When you are finished configuring the Approvals tab, you can

Select a different tab to continue editing the templates.

Click Save to save your changes and return to the Configure Tasks page.

Click Cancel to discard your changes and return to the Configure Tasks page.

Enabling Approvals (Approvals Tab, “Approvals Enablement” Section)

Use the following Approvals Enablement checkboxes to require approvals before the create user, delete user, or update user tasks can proceed.


Note	By default, these checkboxes are enabled for the Create User and Update User Templates, but they are disabled for the Delete User Template.

Organization Approvals — Enable this checkbox to require approvals from any configured organizational approvers.

Resource Approvals — Enable this checkbox to require approvals from any configured resource approvers.

Role Approvals — Enable this checkbox to require approvals from any configured role approvers.

Specifying Additional Approvers (Approvals Tab, “Additional Approvers” Section)

Use the Determine additional approvers from menu to specify how Identity Manager will determine additional approvers for the create user, delete user, or update user tasks.

Table 9-2 “Determine additional approvers from” menu options
Option	Description
None (default)	No additional approvers are required for task execution.
Attribute	Approvers’ account IDs are derived from within an attribute specified in the user’s view.
Rule	Approvers’ account IDs are derived by evaluating a specified rule.
Query	Approvers’ account IDs are derived by querying a particular resource.
Administrator List	Approvers are chosen explicitly from a list.

When you select any of these options (except None), additional options display in the Administrator user interface.

Use the instructions provided in the following sections to specify a method for determining additional approvers.

From Attributes ((more...) )

From Rules ((more...) )

From a Query ((more...) )

From the Administrators List ((more...) )

Determine Additional Approvers From Attributes

Select Attribute from the Determine additional approvers from menu.



Note	The attribute must resolve to a string that represents a single account ID or to a list in which the elements are account IDs.

The following new options display:

Figure 9-13 Additional Approvers: Attribute
Configuring Additional Approvers by attribute.

Approver Attribute — Provides a list of attributes (currently defined for the view associated with the task configured by this template) used to determine approvers’ account IDs.

Approval times out after — Provides a method for specifying when the approval will time out.



Note	The Approval times out after setting affects both initial approvals and escalated approvals.

Use the Approver Attribute menu to select an attribute.

The selected attribute displays in the adjacent text field.

Decide whether you want the approval request to timeout after a specified period of time.

If you want to specify a timeout period, continue to Configuring Approval Timeouts (“Approval times out after” section) for instructions.

If you do not want to specify a timeout period, you can continue to Configuring the Approval Form (Approvals Tab, “Approval Form Configuration” Section) or save your changes and go on to configure a different tab.

Determine Additional Approvers From Rules

To derive the approvers’ account IDs from a specified rule, follow these steps:

Select Rule from the Determine additional approvers from menu.



Note	When evaluated, the rule must return a string that represents a single account ID or to a list in which the elements are account IDs.

The following new options display.

Figure 9-14 Additional Approvers: Rule

Approver Rule — Provides a list of rules (currently defined for your system) that, when evaluated, returns the recipients’ account IDs.

Approval times out after — Provides a method for specifying when the approval will time out.



Note	The Approval times out after setting affects both initial approvals and escalated approvals.

Select a rule from the Approver Rule menu.

Decide whether you want the approval request to timeout after a specified period of time.

If you want to specify a timeout period, continue to Configuring Approval Timeouts (“Approval times out after” section) for instructions.

Determine Additional Approvers From a Query


Note	Only LDAP and Active Directory resource queries are supported at this time.

To derive approvers account IDs by querying a specified resource, follow these steps:

Select Query from the Determine additional approvers from menu and the following new options display:

Figure 9-15 Additional Approvers: Query

Approval Administrator Query — Provides a table consisting of the following menus, which you can use to construct a query:

Resource to Query — Provides a list of resources currently defined for your system.

Resource Attribute to Query — Provides a list of resource attributes currently defined for your system.

Attribute to Compare — Provides a list of attributes currently defined for your system.

Approval times out after — Provides a method for specifying when the approval will time out.



Note	The Approval times out after setting affects both initial approvals and escalated approvals.

Construct a query as follows:

Select a resource from the Resource to Query menu.

Select attributes from the Resource Attribute to Query and Attribute to Compare menus.

Decide whether you want the approval request to timeout after a specified period of time.

If you want to specify a timeout period, continue to Configuring Approval Timeouts (“Approval times out after” section) for instructions.

Determine Additional Approvers From the Administrator List

To explicitly choose additional approvers from the Administrators List, follow these steps:

Select Administrator List from the Determine additional approvers from menu and the following new options display:

Figure 9-16 Additional Approvers: Administrators List
Configuring Additional Approvers by choosing administrators from a list.

Administrators to Notify — Provides a selection tool with a list of available administrators.

Approval Form — Provides a list of user forms additional approvers can use to approve or reject an approval request.

Approval times out after — Provides a method for specifying when the approval will time out.



Note	The Approval times out after setting affects both initial approvals and escalated approvals.

Select one or more administrators in the Available Administrators list and move the selected names to the Selected Administrators list.

Decide whether you want the approval request to timeout after a specified period of time.

If you want to specify a timeout period, continue to Configuring Approval Timeouts (“Approval times out after” section) for instructions.

If you do not want to specify a timeout period, you can continue to Configuring the Approval Form (Approvals Tab, “Approval Form Configuration” Section).

Configuring Approval Timeouts (“Approval times out after” section)

Select the Approval times out after checkbox.

The adjacent text field and menu become active, and the Timeout Action options display, as shown in the following figure.

Figure 9-17 Approval Timeout Options
Specifying Approval timeouts.

Use the Approval times out after text field and menu to specify a timeout period as follows:

Select seconds, minutes, hours, or days from the menu.

Enter a number in the text field to indicate how many seconds, minutes, hours, or days you want to specify for the timeout.



Note	The Approval times out after setting affects both initial approvals and escalated approvals.

Select one of the following Timeout Action buttons to specify what happens when the approval request times out:

Reject Request — Identity Manager automatically rejects the request if it is not approved before the specified timeout period.

Escalate the approval — Identity Manager automatically escalates the request to another approver if the request is not approved before the specified timeout period.

When you enable this button, new options display because you must specify how Identity Manager will determine approvers for an escalated approval. Continue to Configuring the “Determine escalation approvers from” section for instructions.

Execute a task — Identity Manager automatically executes an alternate task if the approval request is not approved before the specified timeout period.

Enable this button and the Approval Timeout Task menu displays so you can specify a task to execute if the approval request times out. Continue to Configuring the “Approval Timeout Task” section for instructions.

Configuring the “Determine escalation approvers from” section

When you select Escalate the approval in the Timeout Action section ((more...) ), the Determine escalation approvers from menu displays (Figure 9-18):

Select one of the following options from this menu to specify how approvers are determined for an escalated approval.

Attribute — Determine approver account IDs from within an attribute specified in the new user’s view.



Note	The attribute must resolve to a string that represents a single account ID or to a list in which the elements are account IDs.

Rule — Determine approver account IDs by evaluating a specified rule.



Note	When evaluated, the rule must return a string that represents a single account ID or to a list in which the elements are account IDs.

Query — Determine approvers account IDs by querying a particular resource.

Administrator List (default) — Choose approvers explicitly from a list.

Configuring the “Approval Timeout Task” section

When you select the Execute a task option in the Timeout Action section ((more...) ), the Approval Timeout Task menu displays (Figure 9-23):

Specify a task to execute if the approval request times out. For example, you might allow the requester to submit a help desk request or send a report to the Administrator.

Configuring the Approval Form (Approvals Tab, “Approval Form Configuration” Section)

You can use features in the Approval Form Configuration section to select an approval form, and add attributes to (or remove attributes from) the approval form.

By default, the Approval Attributes table contains the following standard attributes:


Note	The Delete User Template does not contain an Approval Form Configuration section. You can configure this section for Create User and Update User Templates only.

user.waveset.accountId

user.waveset.roles

user.waveset.organization

user.global.email

user.waveset.resources



Note	The default approval form was instrumented to allow approval attributes to display. If you are using an approval form other than the default form, you must instrument your form to display the approval attributes specified in the Approval Attributes table.

Select a form from the Approval Form menu.

Approvers will use this form to approve or reject an approval request.

Enable checkboxes in the Editable column of the Approval Attributes table to allow approvers to edit the attribute value.

For example, if you enable the user.waveset.accountId checkbox the approver can change the user’s account ID.



Note	If you modify any account-specific attribute values in the approval form, you will also override any global attribute values with the same name when the user is actually provisioned. For example, if resource R1 exists in your system with a description schema attribute, and you add user.accounts[R1].description attribute to the approval form as an editable attribute, any changes to the description attribute value in the approval form will override the value propagated from global.description for resource R1 only.

Click the Add Attribute or Remove Selected Attributes buttons to specify attributes from the new user’s account data to display in the approval form.

To add attributes to the form, see Adding Attributes.

To remove attributes from the form, see Removing Attributes.



Note	You cannot remove the default attributes from an approval form unless you modify the XML file.

Adding Attributes

Click the Add Attribute button located under the Approval Attributes table.

The Attribute name menu becomes active in the Approval Attributes table, as shown in the following figure:

Figure 9-25 Adding Approval Attributes
Adding approval attributes to the Approval Attributes table.

Select an attribute from the menu.

The selected attribute name displays in the adjacent text field and the attribute’s default display name displays in the Form Display Name column.

For example, if you select the user.waveset.organization attribute, the table will contain the following information:

If necessary, you can change the default attribute name or the default Form Display Name by typing a new name into the appropriate text field.

Enable the Editable checkbox if you want to allow the approver to change the attribute’s value.

For example, the approver may want to override information such as the user’s email address.

Repeat these steps to specify additional attributes.

Removing Attributes


Note	You cannot remove the default attributes from an approval form unless you modify the XML file.

Enable one or more checkboxes in the leftmost column of the Approval Attributes table.

Click the Remove Selected Attributes button to immediately remove the selected attributes from the Approval Attributes table.

For example, user.global.firstname and user.waveset.organization would be removed from the following table when you clicked the Remove Selected Attributes button.

Figure 9-26 Removing Approval Attributes
Removing approval attributes from the Approval Attributes table.

Configuring the Audit Tab

This section provides instructions for configuring the Audit tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

All of the configurable Task Templates support configuring workflows to audit certain tasks. Specifically, you can configure the Audit tab to control whether workflow events will be audited and specify which attributes will be stored for reporting purposes.

To configure auditing from the User Template’s Audit tab, follow these steps:

Select the Audit entire workflow checkbox to activate the workflow auditing feature. For information on workflow auditing, see Creating Audit Events From Workflows. Note that auditing workflows degrades performance.

Click the Add Attribute button (located in the Audit Attributes section) to select attributes you want to audit for reporting purposes.

When the Select an attribute... menu displays in the Audit Attributes table, select an attribute from the list.

The selected attribute name displays in the adjacent text field.

Figure 9-28 Adding an Attribute
Selecting an attribute for auditing.

To remove attributes from the Audit Attributes table, use the following steps:

Enable the checkbox adjacent to the attribute you want to remove.

Figure 9-29 Removing the user.global.email Attribute

Click the Remove Selected Attributes button.

Configuring the Provisioning Tab

This section provides instructions for configuring the Provisioning tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

You can use the Provisioning tab to configure the following options, which are related to provisioning:


Note	This tab is available for the Create and Update User Templates only.

Provision in the background – Enable this checkbox to run a create, delete, or update task in the background instead of running the task synchronously.

Add Retry link to the task result – Enable this checkbox to add a Retry link to the user interface when a provisioning error results from task execution. The Retry link allows the user to attempt the task again if it failed on the first attempt.

Configuring the Sunrise and Sunset Tab

This section provides instructions for configuring the Sunrise and Sunset tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

You use the Sunrise and Sunset tab to select a method for determining the time and date when the following actions will occur.


Note	This tab is available for the Create User task template only.

Provisioning will take place for a new user (sunrise).

Deprovisioning will take place for a new user (sunset).

For example, you can specify a sunset date for a temporary worker whose contract expires after six months.

The topics that follow provide instructions for configuring the Sunrise and Sunset tab.

Configuring Sunrises

Configure the sunrise settings to specify the time and date provisioning will take place for a new user, and to specify the user who will own the work item for sunrise.

Select one of the following options from the Determine sunrise from menu to specify how Identity Manager will determine a time and date for provisioning.

Specifying a Time — Delays provisioning until a specified time in the future. Continue to (more...) for instructions.

Specifying a Date — Delays provisioning until a specified calendar date in the future. Continue to (more...) for instructions.

Specifying an Attribute — Delays provisioning until a specified date and time based on the attribute’s value in the user’s view. The attribute must contain a date/time string. When specifying an attribute to contain a date/time string, you can specify a data format to which the data is expected to conform.

Continue to (more...) for instructions.

Specifying a Rule — Delays provisioning based on a rule that, when evaluated, produces a date/time string. As when specifying an attribute, you can specify a data format to which the data is expected to conform.

Continue to (more...) for instructions.



Note	The Determine sunrise from menu defaults to the None option, which allows provisioning to take place immediately.

Select a user from the Work Item Owner menu to specify who will own the work item for sunrise.



Note	Sunrise work items are available from the Approvals tab.

Specifying a Time

Select Specified time from the Determine sunrise from menu.

When a new text field and menu display to the right of the Determine sunrise from menu, type a number into the blank text field and select a unit of time from the menu.

For example, if you want to provision a new user in two hours, specify the following:

Figure 9-32 Provisioning a New User in Two Hours
The Determine sunrise from menu set to specified time 2 hours.

Specifying a Date

Select Specified day from the Determine sunrise from menu.

Use the menu options that appear to specify which week in the month, which day of the week, and which month the provisioning should occur.

For example, if you want to provision a new user on the second Monday in September, specify the following:

Figure 9-33 Provisioning a New User by Date
The Determine sunrise from date-selector menu.

Specifying an Attribute

To determine the provisioning date and time based on the value of an attribute in the users account data, follow these steps:

Select Attribute from the Determine sunrise from menu and the following options become active:

Sunrise Attribute menu – Provides a list of attributes currently defined for the view associated with the task configured by this template.

Specific Date Format checkbox and menu – Enables you to specify a date format string for the attribute value (if necessary).



Note	If you do not enable the Specific Date Format checkbox, date strings must conform to a format that is acceptable to the FormUtil method’s convertDateToString. Consult the product documentation for a complete list of supported date formats.

Select an attribute from the Sunrise Attribute menu.

If necessary, enable the Specific Date Format checkbox and when the Specific Date Format field becomes active, enter a date format string.

For example, to provision a new user based on their waveset.accountId attribute value using a day, month, and year format specify the following:

Figure 9-34 Provisioning a New User by Attribute

Specifying a Rule

To determine the provisioning date and time by evaluating a specified rule, follow these steps:

Select Rule from the Determine sunrise from menu and the following options become active:

Sunrise Rule menu – Provides a list of rules currently defined for your system.

Specific Date Format checkbox and menu – Enables you to specify a date format string for the rule’s returned value (if necessary).



Note	If you do not enable the Specific Date Format checkbox, date strings must conform to a format that is acceptable to the FormUtil method’s convertDateToString. Consult the product documentation for a complete list of supported date formats.

Select a rule from the Sunrise Rule menu.

If necessary, enable the Specific Date Format checkbox and when the Specific Date Format field becomes active, enter a date format string.

For example, to provision a new user based on the Email rule using a year, month, day, hours, minutes, and seconds format specify the following:

Configuring Sunsets

The options and procedures for configuring sunsets (deprovisioning) are essentially the same as those provided for sunrises (provisioning) in the Configuring Sunrises section.

The only difference is that the Sunset section also provides a Sunset Task menu because you must specify a task to deprovision the user on the specified date and time.

Use the Determine sunset from menu to specify the method for determining when deprovisioning will take place:



Note	The Determine sunset from menu defaults to the None option, which allows deprovisioning to take place immediately.

Specified time – Delays deprovisioning until a specified time in the future. Review Specifying a Time for instructions.

Specified date – Delays deprovisioning until a specified calendar date in the future. Review Specifying a Date for instructions.

Attribute – Delays deprovisioning until a specified date and time based on the attribute’s value in the users’ account data. The attribute must contain a date/time string. When specifying an attribute to contain a date/time string, you can specify a date format to which the data is expected to conform. Review Specifying an Attribute for instructions.

Rule – Delays deprovisioning based on a rule that, when evaluated, produces a date/time string. As when specifying an attribute, you can specify a date format to which the data is expected to conform.

Review Specifying a Rule for instructions.

Use the Sunset Task menu to specify a task to deprovision the user on the specified date and time.

Configuring the Data Transformations Tab

This section provides instructions for configuring the Data Transformations tab, which is available as part of the task template configuration process. For instructions on how to start the configuration process see (more...) .

If you want to alter user account data as the workflow executes, you can use the Data Transformations tab to specify how Identity Manager will transform the data during provisioning.

For example, if you want forms or rules to generate email addresses that conform to company policy, or if you want to generate sunrise or sunset dates.

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Sun[TM] Identity Manager 8.0 Administration