To Configure a Task Template

After mapping the template process types (Enabling the Task Templates), you can configure the task templates.

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

   The Configure Tasks page opens.

2. 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.

   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
   	Allows you to specify how user accounts are deleted or 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

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

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

   • To Map Process Types

   • To Configure a Task Template

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