Create a manual service instance when IBM Verify Identity Governance does not
provide an adapter for the managed resource.
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.
Before
you can create a manual service in Identity Manager, you
must create a service type. Add new schema classes and attributes
for the manual service to your LDAP directory.Tip: You can also specify labels for new schema attributes in
the CustomLabels.properties file.
About this task
A manual service is a type of service that requires manual
intervention to complete the request. For example, a manual service
might be defined for setting up voice mail for a user. A manual service
generates a work order activity that defines the manual intervention
that is required.
If you choose to create a provisioning policy
as part of this task, the service is automatically added to the provisioning
policy as an entitlement. In addition, a membership of “All” is defined
for the provisioning policy. Also, an ownership type of Individual
is
defined for the provisioning policy. You can later edit the provisioning
policy and change the membership and ownership types after the service
is created.
The service name and description that you provide
for each service are displayed on the console. Therefore, it is important
to provide values that make sense to your users and administrators.
To
create a manual service instance, complete these steps:
Procedure
- From the navigation tree, click Manage Services.
The Select a Service page is displayed.
- On the Select a Service page, click Create.
The Create a Service wizard is displayed.
- On the Select the Type of Service page,
click Search to locate a business unit.
The Business Unit page is displayed.
- On the Business Unit page, complete
these steps:
- Type information about the business unit in the Search
information field.
- Select a business type from the Search by list,
and then click Search.
A list
of business units that match the search criteria is displayed.
If the table contains multiple pages, you can:
- Click the arrow to go to the next page.
- Type the number of the page that you want to view and click Go.
- In the Business Units table,
select business unit in which you want to create the service, and
then click OK.
The Select
the Type of Service page is displayed, and the business
unit that you specified is displayed in the Business unit field.
- On the Select the Type of Service page,
select a manual service type, and then click Next.
If the table contains multiple pages, you can:
- Click the arrow to go to the next page.
- Type the number of the page that you want to view and click Go.
- On the General Information page, specify
the appropriate values for the manual service instance, and then click Next.
The content of the General Information page
depends on the type of service that you are creating. The creation
of some services might require additional steps.
- On the Participants page, specify
the users who are involved in completing the activities for the manual
service. Specify the amount of time before the service is escalated.
Click Next.
- Optional: On the Messages page,
complete these steps, and then click Reconciliation:
- Select the default email message that you want to change,
and then click Change.
The Change
Message page is displayed.
- Modify the Subject and Body fields,
and then click OK.
- Optional: On the Access
Information page, select the Define an Access check
box to activate the access definition fields. Select the type of access
you want to enable.
Specify the expected access information
and any other optional information such as description, search terms,
more information, or badges.
- On the Configure Policy page, select
a provisioning policy option, and then click Next or Finish.
The provisioning policy determines the ownership types available
for accounts. The default provisioning policy enables only Individual
ownership type accounts. Additional ownership types can be added by
creating entitlements on the provisioning policy.
- Optional: On the Reconciliation page,
click Browse to locate the reconciliation file,
and then click Upload File to load the new
reconciliation file.
You can also choose whether to reconcile
supporting data only.
- Click Finish.
Results
A message is displayed, indicating that you successfully
created the manual service instance for a specific service type.
What to do next
Select another services task, or click Close.
When the Select a Service page is displayed,
click Refresh to refresh the Services table
and display the new service instance.