5.3 Using the Overview Tab to Modify Basic Settings

You use the Overview tab to define the basic information (for example, the name of the provisioning request definition, the category to which it belongs, who can access it) about the provisioning request definition.

Figure 5-1 Overview Tab

The following table describes each property that you can configure on the Overview tab.

Table 5-1 Overview Properties

Property

Description

Identifier (CN)

Displays the CN of the provisioning request definition. The CN cannot be changed.

Display Name

Specifies the display name of the provisioning request definition. This is the name that is displayed to the user in Designer and Identity Manager.

Description

Specifies the description of the provisioning request definition.

Category

Specifies the category to which the provisioning request definition belongs from the list of Provisioning Categories defined in the directory abstraction layer.

Status

Specifies the status of the provisioning request definition:

Active: Select to make the provisioning request definition available for use in the user application.

Inactive: Select to make the provisioning request definition temporarily unavailable for use in the user application. You can use this option when you want keep the roles of the person who develops and deploys the provisioning request definition separate from the person who activates the provisioning request definition. For example, a developer could deploy the provisioning request definition as Inactive, and an administrator could be responsible for changing the status to Active.

Template: Select if you want to use this provisioning request definition as the basis for other provisioning request definitions. Templates are not available for use in the user application.

Retired: Select to mark the provisioning request definition as permanently unavailable for use in the user application (you can still change the status of the provisioning request definition at any time). This status provides a way of keeping a historical record of a provisioning request definition that is no longer in use.

Notify participants by email

Specifies whether approvers are notified by e-mail about pending approval tasks, and whether initiators are notified by e-mail of workflow completion. If Notify participants by email is not checked, then users must look at the Requests and Approvals tab in the User Application for notifications about tasks.

For information about selecting an e-mail template and customizing e-mail template parameters, see Section 8.1.7, Finish Activity.

Trustee Rights

Specifies the users and groups that can use the provisioning request definition.