1. Performing Self Service Tasks with Oracle Identity Governance
  2. Working with Self Service
  3. Managing Profile Information

4 Managing Profile Information

Oracle Identity Self Service enables you to view and modify personal details, such as basic user information, changing enterprise password, setting challenge questions and response, viewing and modifying direct reports, and manage proxies.

The My Information page has the following sections:

4.1 Opening My Information Page

To open the My Information page:

  1. Log in to Identity Self Service.
  2. Click the Self Service tab, click My Information box. The My Information page is displayed with sections for modifying profile attributes, changing password, setting challenge questions, viewing direct reports and their attributes, and viewing and modifying proxy users.

4.2 Managing Basic User Information

The My Information page displays the profile attributes in the Basic User Information section. You can make changes to the editable attributes. Based on product configuration the changes might need approval.

When you open the My Information page, your profile attributes are displayed in the Basic User Information section. If the section is not expanded by default, then click the arrow icon beside Basic User Information to expand the section.

Editable attributes are displayed in editable text boxes or appropriate UI widgets, such as lookup fields. You can provide new values and click the Apply button to submit a change.

When the profile is updated, a request may be submitted depending upon product configuration. If a request is submitted, the request number is displayed as part of the confirmation. The status of the request can be seen on the Tracking Requests page of Identity Self Service. For more information about requests and tracking, see Requesting Access.

After submitting the request for modifying profile attributes, you can click the down arrow icon beside Basic User Information to collapse the section.

4.3 Changing Enterprise Password

The My Information page displays the Change Password section that allows you to reset your enterprise password. You can specify your old password, enter a new password and re-confirm the new passwords.

The new password is evaluated for compliance against the applicable password policy. If the new password does not comply with the password policies, then the password change is rejected and you are informed of the failing condition(s). If the password evaluates successfully against all policies, then the password is changed.

To change the password:

  1. In the My Information page, expand the Change Password section.
  2. Specify values for the following fields:

    • Old Password: Enter the existing password.

    • New Password: Enter the new password that you want to set. Click the icon to the right of the New Password field. A list of conditions to set the password is displayed. These conditions are being specified in the password policy, and you must comply with the conditions to specify a password.

    • Confirm New Password: Re-enter the new password.

    For information about password policies, see Managing Password Policies.

  3. Click Apply. If the old password is valid and the new password is in compliance with the password policy, then the password is changed. Otherwise, an error message is displayed.

4.4 Setting Challenge Questions and Responses

The My Information page displays the Challenge Questions section. A message is displayed if you have set the challenge questions and responses previously. If required, you can reset your challenge questions and responses.

To set the challenge questions and responses:

  1. In the My Information page, expand the Challenge Questions section.
  2. Select questions from the Question 1, Question 2, and Question 3 fields.
  3. In the corresponding Answer 1, Answer 2, and Answer 3 fields, enter the answers.
  4. Click Apply.
  5. The cursor focus moves to the Password column of the Challenge Questions section. Enter your password.

4.5 Viewing and Modifying Direct Reports

The My Information page displays the user’s direct report in the management hierarchy in the Direct Reports section. When you open the user details of a direct report, you can perform tasks, such as enable, disable, modify, and delete the user.

The Direct Reports section allows you to view the details of each direct report. For each user in the list, the following are displayed:

  • Display Name

  • User Login

  • Identity Status

  • Organization

If there are a large number of users as your direct reports, then you can query and find a direct report by using the Query By Example feature. For more information, see Using Query By Example.

To view and modify direct reports:

  1. In the My Information page, expand the Direct Reports section.
  2. Select a user or direct report by clicking the record of the direct report.
  3. From the Actions menu, select Open. Alternatively, click the Open icon on the toolbar. The details of the user is displayed in a new tab. This tab displays the details of the user in various subtabs, such as Attributes, Roles, Entitlements, Accounts, and so on. You can click each tab to review the details of the user.

    When you open the user details of a direct report, you can perform certain tasks such as enable, disable, modify, and delete the user. You can also view the details of the direct reports of the open user, and perform certain tasks for the user, who is your indirect report. For more information, see Modifying Users.

4.6 Managing Proxies

Oracle Identity Self Service allows you to act as a proxy for another user. The My Information page displays the Proxies section that allows you to view and manage the proxy information.

This section contains the following topics:

4.6.1 About Proxies

The Proxies section in the My Information page allows you to view and manage the proxy information. It displays the proxies currently set up within Oracle Identity Manager for you, and also allows you to view previously set up proxies. The past proxies view, which displays all proxies that were added in the past, is read-only, and no modifications are allowed.

The existing proxy view allows you to cancel an upcoming proxy whose start date is in the future. You can also edit only the end date of an in-progress proxy whose start date is in the past and end date is in future.

In the section for current proxies, you can also add new proxies. When adding new proxies, you must specify a start date, an end date, and the proxy user.

4.6.2 Adding a Proxy

To add a proxy:

  1. In the My Information page, expand the Proxies section.

    The Current section displays a list of users currently set up as your proxy. The Past section displays a list of past proxies.

  2. In the Current section, from the Actions menu, select Add. Alternatively, you can click Add on the toolbar.

    The Add Proxy dialog box is displayed.

  3. For Proxy Name, select any one of the following:

    • My Manager: To specify your manager as proxy.

    • Other User: To specify any other user as proxy. To do so, click the lookup icon to search for the user you want to specify as proxy. Search for and select the user, and then click Select in the Search and select dialog box.

  4. In the Start Date field, specify a start date. To do so, click the Select Date icon to the right of the Start Date field, and select a date from the calendar.
  5. In the End Date field, specify an end date.
  6. Click Apply. The proxy is added to the list of proxies in the Proxies section.

Note:

Oracle Identity Manager does not allow adding another proxy whose start and end dates overlap with the existing proxy.

Oracle Identity Manager will prevent user to add proxy which will result in recursive proxy condition.

Recursive proxy condition is when, User A is proxy for User B (for a time duration, say 17th Nov to 25th Nov), User B is proxy for User C (for a time duration, say 18th Nov to 20th Nov) and during a overlapping time duration (say 19th Nov to 26th Nov) User C is proxy for User A.

An email notification is sent on adding a proxy. The add proxy notification has the following characteristics:

  • The date value in the notification is always in GMT timezone.

  • The start date and end date value during proxy user creation are based on Oracle Identity Manager server timezone. For example, if the start date is specified as "6/28/2013 00:00:00 PDT", then this value is converted to GMT timezone as "06/28/2013 07:00:00 AM GMT".

  • The date format in the notification is always in LONG Date/Time format and cannot be modified in its notification template.

4.6.3 Editing a Proxy

To edit a proxy:

  1. In the Current section, select a proxy that you want to edit.
  2. From the Actions menu, select Edit. Alternatively, you can click Edit on the toolbar.

    The Edit Details dialog box is displayed.

  3. In the Proxy Name field, select My Manager to specify your manager as proxy. Otherwise, select Other User to specify any other user as proxy. You can search for the user name.

    Note:

    • To change the proxy user, you can search only those users for which you have search permission.

    • You cannot modify the Proxy Name field for proxy that is in the "In Progress" state.

  4. In the Start Date and End Date fields, if required, specify revised dates.

    Note:

    You cannot modify the Start Date field for a proxy that is in the "In Progress" state.

  5. Click Apply. The edited proxy information is saved.

4.6.4 Removing a Proxy

To remove a proxy:

  1. In the Current section, select a proxy that you want to remove.
  2. From the Actions menu, select Remove. Alternatively, you can click Remove on the toolbar.

    When a current proxy is deleted, its end date is set as the date when it is deleted and when a future proxy is deleted, it is removed from the system.

    To remove all proxies, click Remove All on the toolbar, or select Remove All from the Actions menu.

    A message is displayed asking for confirmation.

  3. Click Yes. The selected proxy is removed from the Current section.