Define Operation

Use this page and the Java applet to define operations for the system entities that appear on the Identity Manager interface.

Use the designer to create a visual business process by combining design nodes into a logical operation. Operations can be as simple as requiring only one approval, or they can be as complex as requiring multiple approvals with requests for information (RFIs), loops, and so on. Manual activities that are defined in the operation populate an individual participant's To Do list as each process in the operation is completed. At any point, the system administrator can view any user's To Do list and act as the Participant, overriding the approval authority.

To define an operation, drag and drop the design nodes from the node palette onto the operation design space and connect them with transition lines.

After you place a design node on the operation design space, double-click the node to configure its properties.

Operation designer interface

The operation designer has these areas:

Operation Name: Displays the name of the operation.
Target: Displays the name of the target, such as an account, person, or business partner person.
Node palette: Displays all available nodes in the left pane of the interface.
Design space: Displays the nodes that you are working with in the large pane of the interface.
High Contrast: Select this check box to display the operation design interface without color representing the design nodes.
Properties: Click this button to view configurable properties of the operation node.
Update: Click this button to refresh the view of the operation design space.

Design nodes

The following design nodes are available:

Approval: Use this node to define the person who must approve a request or activity before operation processes can continue. You can also define an interval of time in which the person must respond to the request before it is escalated.
Mail: Use this node to configure e-mail notification.
RFI: Use this node to request information from a person. For example, you might need a manager to provide contact information for a new employee before the process of issuing the employee an e-mail account can complete. The person must respond with the information before operation processes can continue. You can also define an interval of time in which the person must respond to the request before it is escalated.
Operation: Use this node to initiate an operation that has been defined previously. This operation can be initiated at any point during the primary operation.
Loop: Use this node to repeat a specified activity while or until a specified condition is met.
Extension: Use this node to specify an operation extension to manage people and accounts.
Script: Use this node to specify a JavaScript script that the runs when processing the operation activities.
Work Order: Use this node to e-mail a request notification for a manual activity. For example, you might use this node in an operation to request an ID badge for a new employee. Work order participants are not required to have a Identity Manager account. They must, however, have an e-mail address that is stored in the Identity Manager directory server.