19.2 Managing Provisioning Teams

Before configuring a provisioning team, you need to select the Identity Manager User Application driver that contains the definition. After selecting the driver, you can create a new team definition, edit an existing definition, or delete an existing definition.

The Provisioning Teams task uses the same driver as the Provisioning Requests task.

19.2.1 Selecting the Driver

After you have selected a User Application driver for the Provisioning Requests or Provisioning Teams task, you don’t have to select the User Application driver again during this iManager session.

To select a User Application driver:

  1. Select the Identity Managercategory in iManager.

  2. Open the Provisioning Configuration role.

  3. Click the Provisioning Teams task.

    iManager displays the Driver Selection panel.

  4. Specify the driver name in the User Application Driver field, then click OK.

    iManager displays the Provisioning Teams panel. The Provisioning Teams panel displays a list of existing team definitions.

Changing the driver. When you have selected a driver, the driver selection remains in effect for the duration of your iManager session, unless you select a new driver. To select a new driver, click the Actions command and choose Select User Application Driver from the Actions menu.

19.2.2 Creating or Editing a Provisioning Team

To create a new provisioning team:

  1. Click the New command in the Provisioning Teams panel.

    The first page of the Create New Provisioning Team wizard displays.

  2. Type a common name for the new object in the Name (CN) field.

  3. For each language you want to support in your application, type the localized text in the Display Name and Description fields under Provisioning Team Localized Strings. This text is used to identify the provisioning team throughout the User Application.

  4. To add a new language to the list, click Add, then select the desired language.

    By default, a newly created provisioning team supports only English.

  5. Click Next.

  6. Specify the managers for the team, as described in Specifying the Team Managers.

  7. Specify the members of the team, as described in Specifying the Team Members.

  8. Specify the team options for the team, as described in Specifying the Team Options.

    iManager displays a message asking you to commit the team definition to the Identity Vault. The team definition must exist before an associated team requests definition can be created.

  9. Create the team requests definition, as described in Creating or Editing a Provisioning Team Requests Definition.

  10. Review your settings, then click Finish.

To edit an existing provisioning team:

  1. Click the name of the provisioning team in the Provisioning Teams panel.

    If you have a large number of team definitions, you might want to sort the list by a particular column, such as the Name or Description. To sort by a particular column, click the column heading.

  2. For each language you want to support in your application, click the check box beside the language in the list under Provisioning Team Localized Strings, and type the localized text in the Display Name and Description fields. This text is used to identify the provisioning team throughout the User Application.

  3. To add a new language to the list, click Add and select the desired language.

    By default, a newly created provisioning team supports only English.

  4. Click Next.

  5. Specify the managers for the team, as described in Specifying the Team Managers.

  6. Specify the members of the team, as described in Specifying the Team Members.

  7. Specify the team options for the team, as described in Specifying the Team Options.

  8. Create the team requests definition, as described in Creating or Editing a Provisioning Team Requests Definition.

  9. Review your settings, then click Finish.

  10. Click OK.

Specifying the Team Managers

This section provides instructions for specifying the managers for a team.

To specify the team managers:

  1. Click Add.

    The interface displays the Object Selector.

  2. Select one or more users or groups, then click OK.

  3. Click Next.

Specifying the Team Members

To specify the team members:

  1. To define the members by using a directory relationship, click Directory Relationship, then select the relationship in the drop-down list.

  2. To define the members by selecting them individually, click Directory Object, then follow these instructions:

    1. Click Add.

      The interface displays the Object Selector.

    2. Select one or more users, groups, or containers, then click OK.

  3. Click Next.

Specifying the Team Options

To specify the team options:

  1. Define which request types the team manager can act on by selecting one of these options in the Provisioning Request Scope drop-down list:

    • Individual Provisioning Request indicates that this team definition applies to a single request type. You specify the request type when you define the team requests definition.

    • Provisioned Request Category indicates that this team definition applies to all request types associated with a particular category. You specify the category when you create the team requests definition.

    • All Provisioning Requests indicates that this team definition applies to all request types.

  2. Define the team settings, as follows:

    Setting

    Description

    Allow managers to set team availability for team members

    When this setting is enabled, the team managers can access the Team Availability action in the navigation menu of the User Application.

    Allow managers to set proxies for team members

    When this setting is enabled, the team managers can access the Team Proxy Assignments action in the navigation menu of the User Application.

    All team members will display in a select list

    When this option is selected, the manager can select team members in a drop-down list box. Use this option when the team has only a few members.

    The manager will need to search for the user using a select-pick list

    When this option is selected, the manager must use the Object Selector to select team members. Use this option when the team has a large number of members.

    If a particular team definition does not permit team managers to set proxies or team availability settings, the manager can still view the settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit these settings, view details for these settings, or create new proxy assignments or team availability settings.

  3. Click Next.

19.2.3 Deleting a Provisioning Team

To delete a provisioning team:

  1. Select the provisioning team you want to delete by clicking the check box next to the name.

  2. Click the Delete command in the Provisioning Teams panel.