1. Performing Self Service Tasks with Oracle Identity Governance
  2. Working with Self Service
  3. Using the Unified Inbox

7 Using the Unified Inbox

In Oracle Identity Self Service, Unified Inbox allows you to view approval, provisioning, certification tasks, and audit violation tasks.

This chapter describes the unified inbox and some common tasks that you perform in the following sections:

7.1 Understanding the Task Types in Oracle Identity Governance

In Oracle Identity Self Service, you can view task instances of specific types. These types are associated with specific Oracle Identity Governance components.

The task types are approval, provisioning, certification tasks, and audit violation tasks.

7.1.1 About Pending Approval Tasks

The approval tasks can be viewed and managed from the Inbox as well as from the Pending Approvals page of Identity Self Service. These tasks are instantiated by request service and correspond to associated requests that are in the user or administrator's queue to be approved. For more information, see "Managing Pending Approvals".

7.1.2 About Provisioning Tasks (or Manual Provisioning)

Provisioning Tasks are not displayed in the Inbox. The provisioning tasks can be viewed and managed from the Provisioning Tasks section of Identity Self Service. These tasks correspond to tasks instantiated by requests, or pending manual provisioning tasks, or failed automatic provisioning tasks in the user or administrator's queue. For more information, see Managing Pending Provisioning Tasks.

Pending manual provisioning tasks can be viewed from the Manual Fulfillment section of Identity Self Service. These tasks are related to provisioning of disconnected application instances. For more information, see Managing Manual Fulfillment Tasks.

The approval and provisioning tasks can be used by both administrators and end-users. For example, an IT department personnel responsible for delivering a laptop to an employee may not be an Oracle Identity Manager administrator, but needs to view and change provisioning tasks.

7.1.3 About Certification Tasks (or Pending Certifications)

The certification review tasks can be viewed and managed from the Inbox as well as from the Pending Certifications page of Identity Self Service. These tasks correspond to the certification process in the reviewer's queue. For more information, see Managing Certification Review Tasks.

7.1.4 About Audit Violation Tasks (or Pending Violations)

The audit violation tasks can be viewed and managed from the Inbox as well as from the Pending Violations page of Identity Self Service. As a remediator of policy violations that are assigned to you, you can access the pending violations and take action on them. For more information, see Managing Pending Violations.

Note:

Certification and audit violation tasks are displayed only when the Identity Audit feature is enabled. See Enabling Identity Audit for information about enabling the Identity Audit feature.

7.2 About the Unified Inbox

The Inbox lists all the approval and certification-review tasks assigned to the logged-in user in a single screen.

It enables the logged-in user to filter task views into user preferences, such as assigned tasks, completed tasks, and tasks for which information has been requested. The user can select a task to open it in a new tab and then perform necessary actions on the task. This allows you to work on multiple tasks at a time by opening them in different tabs.

To access the Inbox, login to Oracle Identity Self Service, click the down arrow displayed with the logged-in user name, and click Inbox.

The Inbox also allows the user to search tasks, organize them in views, and create shared views. The Views pane of the Inbox lists the available views. You can click a view to display its contents, which are filtered representations of tasks that match the view definition.

7.3 Creating a View Definition

The Inbox page allows you to search tasks, organize them in views, and create shared views or view definitions.

To create a view definition in the Inbox:

  1. On the toolbar in the Inbox, enter a search criteria in the Search field. You can click the search icon adjacent to the Search field to display the search results. You can also choose to perform an advanced search. To do so, click the down arrow adjacent to the search icon, and click Advanced. The Advanced Search dialog box is displayed.
  2. In the Definition tab, select the Save Search as View option. Selecting this option saves the search conditions as a view definition.
  3. In the Name box, enter a name for the view. Alternatively, to create a copy of a publicly shared view, click the lookup icon to open the Select Public View dialog box, select a public view name, and click OK.

    Note:

    If you log in as a domain admin user, then you can create the view as public so that all users can see the view. When you create a public view, it is displayed under the Standard Views section. For more information, refer to SOA documentation.

  4. From the Assignee list, select the assignee for the tasks that are to be listed in the view. You can filter the options by selecting the options, such as Me, Admin, and Creator.
  5. In the Assignee, Task Type, and Add Condition fields, specify a search condition based on which certifications will be displayed in the view. For more information, see Searching Certifications in the Pending Certifications Page.
  6. In the Share View section, select any one of the following:

    • Definition only: Select this option to share the view definition with other users and groups.

    • Data: Select this option to share the data or search result in your view.

  7. Click the lookup icon adjacent to the Users and Groups fields to select users and groups respectively with whom you want to share the view.
  8. Click Save as View. The view is added in the Views pane of the Inbox under My Views.

7.4 Editing the Task Chart

You can use the Inbox page to show or hide the task status information and to update the task status.

To do so:

  1. On the toolbar on top of the Inbox, click the Task Status icon adjacent to the Status list.

    Tip:

    If the Task Status section is not displayed by default, then click the arrow next to Task Status to expand the Task Status. To collapse the Task Status, you can click the arrow again.

  2. Click the Edit Task Chart icon. The Chart Display States dialog box is displayed.
  3. Select the task status options that you want to display in the Task Status section of the Inbox. To hide the task status, deselect the task status options.
  4. Click OK.

7.5 Editing Inbox Settings

You can modify the way data is displayed in the Inbox by changing the Inbox Settings.

To update Inbox settings:

  1. Click the Edit Inbox Settings icon on the toolbar of the Inbox. The Edit Inbox Settings dialog box is displayed.
  2. In the Show Columns section, move the column names to and from the Selected Columns list by using the right and left arrows. Only the columns in the Selected Columns list is displayed in the Inbox.

    You can also change the order in which the columns are displayed in the Inbox by using the up and down arrows. However, the Title column is always displayed as the first column irrespective of its position.

  3. Specify the order in which tasks will be displayed in the Inbox by selecting the column names in the Sort by and Then by lists. Also specify the ascending or descending sort order in the Sort Order list.
  4. From the Number of tasks per fetch list, select the number of tasks that will be displayed at a time in the Inbox.
  5. Select Hide Task Details Panel if you do not want to display the task details page.
  6. From the Default View list, select the default view that will be selected when you navigate to the Inbox.
  7. Click OK.