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Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Concepts
1
Feature Overview
1.1
Features of Oracle Identity Manager
1.1.1
Business User-Friendly Usage
1.1.2
Business Friendly Request Interface
1.1.3
Business User Friendly Request Tracking
1.1.4
Unified Interface for Self Service and Delegated Administration
1.1.5
Organization-Scoped Security
1.1.6
Business User Friendly Personalization
1.1.7
User Administration
1.1.8
Password Management
1.1.9
User Provisioning
1.1.10
Organization and Role Management
2
Oracle Identity Self Service Interface
2.1
Logging in to Oracle Identity Self Service
2.2
Overview of the Oracle Identity Self Service Interface
2.2.1
Links
2.2.1.1
Accessibility
2.2.1.2
Sandboxes
2.2.1.3
Customize
2.2.1.4
Help
2.2.1.5
Sign Out
2.2.2
Left and Right Panes
2.2.2.1
Home
2.2.2.2
Inbox
2.2.2.3
My Profile
2.2.2.4
Requests
2.2.2.5
Certifications
2.2.2.6
Administration
Part II Getting Started With Oracle Identity Manager User Interface
3
Registering to Self Service
3.1
Submitting Registration Requests
3.2
Tracking Registration Requests
4
Accessing Oracle Identity Self Service
4.1
Connecting to Oracle Identity Self Service
4.2
Retrieving Forgotten User Login
4.3
Resetting Forgotten Password
5
Personalizing Self Service
5.1
Personalizing the Home Page
5.1.1
Adding a Container
5.1.2
Editing a Container
5.1.3
Removing a Container
5.1.4
Moving Containers
5.1.5
Changing the Layout of the Home Page
5.2
Adding and Removing Attributes in Search Criteria
5.3
Personalizing the Search Result
5.4
Using Saved Search
5.4.1
Creating a Saved Search
5.4.2
Personalizing Saved Search
5.4.3
Deleting a Saved Search
5.4.4
Using Saved Search to Perform a Search Operation
5.5
Sorting Data in Search Results
5.6
Using Query By Example
6
Managing Profile Information
6.1
Managing Profile Attributes
6.2
Changing Password
6.3
Setting Challenge Questions and Response
6.4
Viewing Direct Reports
6.4.1
Viewing and Modifying Direct Reports
6.5
Managing Proxies
6.5.1
Adding a Proxy
6.5.2
Editing a Proxy
6.5.3
Removing a Proxy
7
Managing Access
7.1
Managing Roles
7.1.1
Requesting for Roles
7.1.2
Modifying Role Details
7.1.3
Removing Roles
7.2
Managing Entitlements
7.2.1
Requesting for Entitlements
7.2.2
Removing Entitlements
7.3
Managing Accounts
7.3.1
Requesting for Accounts
7.3.2
Modifying Accounts
7.3.3
Removing Accounts
7.3.4
Disabling an Account
7.3.5
Enabling an Account
7.4
Viewing Admin Roles
8
Using the Access Request Catalog
8.1
Viewing and Modifying the Access Request Catalog for Catalog Items
8.1.1
Refining Search Results
8.1.2
Supported Search Operators
8.2
Adding and Removing Catalog Items to and from the Cart
9
Managing Requests
9.1
Request Stages
9.2
Bulk Requests and Child Requests
9.3
Heterogeneous Requests
9.4
Request vs. Direct Operation
9.5
Request Categories
9.6
Common Reasons for Request Failure
9.7
Request Profiles
9.7.1
Creating a Request Profile
9.7.2
Modifying a Request Profile
9.7.3
Deleting a Request Profile
9.8
Creating Requests
9.8.1
Creating a Request to Register Yourself in Oracle Identity Manager
9.8.2
Creating a Request By Using the Request Catalog
9.8.3
Creating a Request By Using a Request Profile
9.9
Tracking a Request
9.10
Withdrawing a Request
9.11
Closing a Request
10
Managing Tasks
10.1
Using the Unified Inbox
10.1.1
Creating a View Definition
10.1.2
Editing User Preferences
10.1.3
Deleting a View
10.1.4
Editing the Task Chart
10.2
Managing Approval Tasks
10.2.1
Viewing Approval Tasks
10.2.2
Searching Tasks
10.2.2.1
Performing Simple Search for Tasks
10.2.2.2
Performing Advanced Search for Tasks
10.2.3
Viewing Task Details
10.2.4
Adding Comments and Attachments
10.2.5
Approving a Task
10.2.6
Rejecting a Task
10.2.7
Reassigning a Task
10.2.8
Suspending a Task
10.2.9
Withdrawing a Task
10.3
Managing Certification Review Tasks
10.3.1
Searching and Viewing Certifications
10.3.1.1
Searching Certifications in the Inbox
10.3.1.2
Accessing Certification Tasks From the Inbox
10.3.2
Completing Certifications
10.3.2.1
Completing User Certifications
10.3.2.2
Completing Role Certifications
10.3.2.3
Completing Application Instance Certifications
10.3.2.4
Completing Entitlement Certifications
10.4
Managing Provisioning Tasks
10.4.1
Searching Provisioning Tasks
10.4.2
Viewing Provisioning Task Details
10.4.3
Setting Response for a Task
10.4.4
Adding Notes to a Task
10.4.5
Reassigning a Task
10.4.6
Viewing Task Assignment History
10.4.7
Viewing Form Details
10.4.8
Modifying Form Details
10.4.9
Retrying a Task
10.4.10
Manually Fulfilling Tasks
10.5
Managing Attestation Tasks
10.5.1
Searching Attestation Tasks
10.5.2
Viewing Attestation Request Detail
Part III Identity Administration
11
Managing Users
11.1
User Lifecycle
11.1.1
OIM Account
11.1.2
Organization
11.1.3
Role
11.2
User Entity Definition
11.3
Default User Accounts
11.4
User Management Tasks
11.4.1
Searching Users
11.4.1.1
Operations on Search Results
11.4.2
Creating a User
11.4.3
Viewing User Details
11.4.4
Modifying Users
11.4.4.1
Editing User Attributes
11.4.4.2
Adding and Removing Roles
11.4.4.3
Adding and Removing Entitlements
11.4.4.4
Modifying Accounts
11.4.4.5
Modifying Details of Direct Reports
11.4.5
Disabling a User
11.4.6
Enabling a User
11.4.7
Deleting a User
11.4.8
Locking an Account
11.4.9
Unlocking an Account
11.5
Username Reservation
11.5.1
Enabling and Disabling Username Reservation
11.5.2
Configuring the Username Policy
11.5.3
Writing Custom User Name Policy
11.5.4
Releasing the Username
11.5.5
Configuring Username Generation to Support Microsoft Active Directory
11.6
Common Name Generation
11.6.1
Common Name Generation for Create User Operation
11.6.2
Common Name Generation for Modify User Operation
12
Managing Roles
12.1
Role Membership Inheritance
12.2
Role Permission Inheritance
12.3
Role Entity Definition
12.3.1
Role Entity
12.3.2
Role Category Entity
12.3.3
Role Grant Relationship
12.3.4
Role Parent Relationship
12.3.5
Role Organization Relationship
12.4
Default Roles
12.5
Role Management Tasks
12.5.1
Creating Roles
12.5.2
Managing Roles
12.5.2.1
Searching for Roles
12.5.2.2
Viewing and Administering Roles
12.5.2.3
Viewing Access Policies
12.5.2.4
Deleting Roles
12.5.3
Creating and Managing Role Categories
12.5.3.1
Creating a Role Category
12.5.3.2
Searching Role Categories
12.5.3.3
Modifying a Role Category
12.5.3.4
Deleting a Role Category
12.6
Request-Based Role Grants
13
Managing Organizations
13.1
Delegated Administration Model
13.2
Organization Entity Definition
13.3
Organization Scoping and Hierarchy
13.4
Publishing Entities to Organizations
13.5
Admin Roles
13.6
Delegable and Nondelegable Operations
13.7
Evaluating Password Policies
13.8
Organization Management Tasks
13.8.1
Searching Organizations
13.8.2
Creating an Organization
13.8.3
Viewing and Modifying Organizations
13.8.3.1
Modifying Organization Attributes
13.8.3.2
Managing Child Organizations
13.8.3.3
Viewing Organization Membership
13.8.3.4
Viewing Available Roles
13.8.3.5
Managing Admin Roles
13.8.3.6
Viewing Available Accounts
13.8.3.7
Viewing Provisioned Accounts
13.8.3.8
Viewing Available Entitlements
13.8.4
Disabling and Enabling Organizations
13.8.5
Deleting an Organization
14
Using the Attestation Dashboard
14.1
Viewing Attestation Request Details
14.2
E-Mail Notification
14.3
Attestation Grace Period Checker Scheduled Task
15
Using Identity Certification
15.1
Identity Certification Overview
15.1.1
What Is Identity Certification?
15.1.2
Who Is Involved in Completing Identity Certifications?
15.2
Certification UI
15.3
Certification Name Formats
15.4
Searching and Viewing Certifications
15.4.1
Searching Certifications in the Dashboard
15.4.2
Viewing Certifications From the Dashboard
15.5
Completing User Certifications in Offline Mode
15.6
Generating Certification Reports
15.6.1
Generating Certification Reports From the Dashboard
15.6.2
Generating Exported Certification Reports From the Certification Pages
Glossary
Index
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