9 Creating and Managing Organizations

This chapter describes how to create and manage organizations in Oracle Identity Manager and contains the following topics:

• Creating Organizations

• Managing Organizations

• Managing Organization Details

9.1 Creating Organizations

To create an organization:

1. In the left navigation pane, click Organizations, then click Create.

   The Create Organization page is displayed

2. Enter data required for the organization, as indicated by the fields marked with an asterisk (*).

   From the Type list, select the type of organization you want. It provides the following types:

   • Company (default)

   • Department

   • Branch

     In the Parent Name field, you can click the magnifying glass icon to display the Lookup Organization lookup window.

   • Select the desired organization name and click Select.

     The organization name is entered in the Create Organization page.

   • Click Create Organization.

     The Organization Detail page is displayed. The Organization Detail page is described in "Managing Organization Details".

9.2 Managing Organizations

You can enable, disable, and delete an organization, as described in the following sections:

• Searching for and Viewing Organizations

• Enabling Organizations

• Disabling Organizations

• Deleting Organizations

9.2.1 Searching for and Viewing Organizations

To search for and view existing organizations in Oracle Identity Manager:

1. In the left navigation pane, click Organizations, then click Manage.

   The Manage Organizations page is displayed.

2. Use the boxes at the top of the page to select the following search criteria:

   • Organization Name: This is the name of the organization.

   • Organization Parent Name: The organization of which this organization is a member. If an organization is displayed in the results table, it will be in the Organization Name field, which is a suborganization of the parent organization.

3. Use the Organization Type and Organization Status boxes to select the following search criteria:

   • Organization Type: The classification type of the organization (for example, Company, Department, Branch).

   • Organization Status: The current status of the organization (Active, system administrator, or Deleted).

4. Enter the appropriate value that corresponds with the search criteria, or use the asterisk (*) wildcard to query for all the organizations.

   Note:

   If you specify a search criterion, leave the value field blank, and click Search Organization, then the results displayed include NULL values from the organization table. This is because the search criterion field is not included in the query criteria at all.

   However, if you specify a search criterion, enter the asterisk (*) in the value field, and click Search Organization, then the results displayed include only non-NULL values of the field specified as the search criterion.

   The results page is displayed. This page lets you disable and delete an organization.

9.2.2 Enabling Organizations

To enable an organization:

1. Select the Enable check box and click Enable.

   The Confirm Enable page is displayed.

2. Click Confirm Enable to complete enabling this organization, or click Cancel.

9.2.3 Disabling Organizations

You can disable an organization only if the Organization Delete/Disable Action parameter of the System Configuration form is set to True. The System Configuration form is a menu option in the Oracle Identity Manager Design Console.

To disable an organization:

1. Select the Disable check box and click Disable.

   The Confirm Disable page is displayed.

2. Click Confirm Disable to complete disabling this organization, or click Cancel.

9.2.4 Deleting Organizations

You can delete an organization only if the Organization Delete/Disable Action parameter of the System Configuration form is set to True. The System Configuration form is a menu option in the Oracle Identity Manager Design Console.

To delete an organization:

1. Select the Delete check box and click Delete.

   The Confirm Delete page is displayed.

2. Click Confirm Delete to complete the deletion of this organization, or click Cancel.

9.3 Managing Organization Details

You can enable, disable, revoke, and provision resources to organizations and suborganizations. You can also assign administrators and administrative groups, and change administrative permissions.

To manage an organization:

1. Create a new organization as described in "Creating Organizations", or do the following for an existing organization:

   1. Search for an organization as described in "Managing Organizations".

   2. Click an organization name in the results table. The Organization Detail page is displayed.

2. Use the View Additional Detail about the Organization menu to view the information associated with this organization based on the following:

   • Resource Profile

   • Users

   • Sub-Organizations

   • Administrative Groups

   • Permitted Resources

   On the Organization Detail page, you can do the following:

   • Edit: Make changes to the organization profile.

   • Disable: Disable the organization from being provisioned.

   • Delete: Delete the organization.

3. If you view information based on the resource profile for this organization, the Resource Profile page is displayed. In the Resource Profile page, you can:

   • Enable: Enable a resource associated with an organization.

   • Disable: Disable a resource associated with an organization.

   • Revoke: Revoke a resource associated with an organization.

   • Provision New Resource: Provision a new resource associated with an organization

4. If you view information based on users in this organization, the Users page is displayed.

   On the Users page, you can:

   • Enable: Enable a user associated with an organization.

   • Disable: Disable a user associated with an organization.

   • Unlock: Unlock a user associated with an organization.

   • Delete: Delete a user associated with an organization.

   • Move: Move a user to a different organization.

5. If you view information based on the suborganization for this organization, the Sub-Organization page is displayed.

   On the Sub-Organization page, you can move suborganizations to a different organization.

6. If you view information based on administrators for this organization, the Administrative Groups page is displayed.

   On the Administrative Groups page, you can perform one of the following actions:

   • Assign a new administrator

   • Create New Group

   • Update Permissions

   • Remove groups

7. If you view information based on permitted resources for this organization, the Permitted Resources page is displayed.

   On the Permitted Resources page, you can assign and update permitted resources that are associated with an organization.