Creating a provisioning policy for a manual service

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The next step in this scenario is to create a provisioning policy for the workflow that is used to provision an account for the manual service.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

In the previous scenario, the service owner designed a workflow approval for a manual ledger service. The accounting department that uses the ledger service can request approval to use the ledger service. In this scenario, the service owner creates a provisioning policy for that workflow. This service does not create any automation to log in and use the ledger system; that process is done manually by the service owner.

About this task

Provisioning policies are a central place to manage how services are made available to users. There are options for automation, manual requests, and ongoing monitoring of compliance of accounts.

To create a provisioning policy, complete these steps:

Procedure

  1. Log in to the administrative console as service owner jowner.
  2. From the navigation tree, select Manage Policies > Manage Provisioning Policies.
  3. On the Manage Provisioning Policies page, click Create.
  4. On the General notebook page, type the following information for your policy:
    Policy name
    Type Ledger service provisioning policy.
    Description
    Type Provisioning policy for the Ledger service.

    Leave the other default information as provided.

  5. Click the Entitlements tab. On theEntitlement notebook page, click Create.
  6. On the Account Entitlement page, complete these steps and click OK:
    1. In the Provisioning options field, select Manual.
    2. In the Target type field, select Specific Service.
    3. In the Service type field, click Search, run a service and select LedgerAccount in the search results.
    4. In the Workflow field, click Browse, select LedgerAccount in the Search by field, click Search, select Ledger service approval and click OK.
  7. On the Entitlements notebook page, click Submit.
  8. On the Schedule page, accept the default settings and click Submit.
  9. On the Success page, click Close.