5.1 About the Wizard and the Overview Tab

You create provisioning request definitions in three main steps:

To add a provisioning request definition:

  1. Launch the Create A New PRD Wizard in one of these ways:

    • From the Provisioning view, right-click the Provisioning Request Definitions node and choose New.

    • From the Provisioning view, click a user application or provisioning request container, then select Insert > Provisioning Request Definition.

    • Select File > New > Provisioning.

    • Choose Provisioning Request Definition, then click Next.

    The first page of the Create A New PRD Wizard is displayed.

  2. Fill in the fields as follows:

    Field

    Description

    Identity Manager Project

    Provisioning Application

    Select the Identity Manager project and Provisioning Application in which you want to add the provisioning request definition.

    NOTE:These fields display when you launch the wizard from the File menu.

    Identifier (CN)

    The CN identifier for the provisioning request definition.

    Display Name

    The display name for the provisioning request definition. This is the name that is displayed in the provisioning view.

    Description

    A description of the provisioning request definition.

  3. Click Next. The next page of the wizard is displayed.

    You can create new provisioning request definitions based on a template, or you can build the provisioning request definition from concept to finished product. You use the next panel of the wizard to specify whether or not to base this provisioning request definition on a template.

  4. Perform one of these steps:

    • If you want to base this provisioning request definition on a template, select Create a provisioning request definition using one of the templates, then select the desired template (for example, TemplateSingleApproval_TA) from the Available Templates list, then click Next.

    • If you want to build this provisioning request definition from concept to finished product, click Next.

    You use the next panel of the wizard to specify the trustees who can access the provisioning request definition.

  5. Click the plus (+) icon to add a trustee.

    Designer displays a panel that you use to browse the Identity Vault to select a trustee. You can select an individual trustee, or select a group.

  6. Select the trustee, then click OK.

    Designer returns you to the previous panel. If desired, add additional trustees by repeating the previous step. When you have finished adding trustees, click Finish. Designer displays the Provisioning Request Definition Details panel on the Overview tab (see Section 5.3, Using the Overview Tab to Modify Basic Settings).