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Set up identity template in Identity Manager

This article describes how to create or edit an identity template in Identity Manager Admin

Several identity templates can be based on the same data pool and present different subsets (subcategories or data types) of it and/or data in a different way. Access to user data from the application core and from BPMN processes is always gained through identity templates.



Before setting up the identity template, make sure that the following things apply:

Step-by-step instruction

Log in to Identity Manager Admin
  1. Log in to Identity Manager Admin as Administrator.
Add identity template
  1. In Identity Manager Admin, go to Home > Identities.

  2. To add a new identity template:

    1. Click +New. Enter a Name and a Description.

    2. Select a Data Pool.

    3. Click Save+Edit.
      The Identity panel is shown.

  3. To edit an existing identity template, double-click on its name.
Add state graph
  1. Select a State Graph from the selection box.
    New tabs are displayed, one for each state in the connected state graph.

    For a lookup table without a state, select a StatelessStateGraphDefinition as state graph.
    For more information, see Set up state graph in Identity Manager.
Select New-process

Select which process that leads to a new instance of the identity template. This process is started when a user selects the identity template in Identity Manager Operator and clicks NEW:

  1. In Process, select a process in the selection box.
Set quick search fields

Select the data pool fields that are to be used in the quick search in the Home tab of Identity Manager Operator:

  1. Click Field Selection.
  2. Check the fields to be used in quick search.
  3. If you want to change the view order, select a field, and move it up or down with the arrow buttons.
  4. Click OK.
Add search configuration

To add a search configuration for the identity template:

  1. Go to the Search configuration tab.
  2. Add search criteria and search result columns. For more information, see Set up search configuration in Identity Manager.
Add permissions

To specify which users and roles shall have read access to the identity template:

  1. Go to the Permissions tab.
  2. Click Read.
  3. To add permissions for a specific user, click Add user and select the user in the drop-down list.
  4. To add permissions for a role, click Add role and select the role in the drop-down list.
For each state: set form and processes

For each state of the object, select a form for how to display the object in this state. Also select processes to be started for commands like Save and Delete:

  1. Go to the tab for the specific state, for example active.
  2. In Form, select the form to display the object contents of this type in the given state.
  3. If you want to specify processes that shall be started for Default Commands, such as Save and Delete, select those processes in the drop-down lists.

    In Identity Manager Operator, the default commands are displayed as symbols above the panel. These commands can have different effects depending on the current state.

  4. If you want to offer another command in Identity Manager Operator for the given state, click + in Additional Commands. Select the Process to be displayed. Optionally, to copy data from a data pool to the start form of the process, choose a Mapping.

    For example, for the Employee object in state active, Create Employee Card can be an additional command. By using a mapping between Employee and Employee Card, personal data such as first name and last name can be copied from the Employee object to the starting form of Create Employee Card.

    In Identity Manager Operator, the added commands will be shown in the What do you want to do? panel on the right.

  5. Click Save.

Save the identity template
  1. Click Save.
    If any mandatory settings are missing, an error message will be shown. Otherwise, there will be a message saying Successful saving.

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