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Provision Manually

How to use Identity Manager to manually write to the managed systems.

Overview​

In the lifecycle of a resource (entitlement assignment, resource creation, resource update, etc.), manual provisioning is used to make humans intervene and act on the external systems, instead of Identity Manager.

Provisioning states​

In its lifecycle, an assignment request goes through the following provisioning states:

Provisioning State Schema

Participants and Artifacts​

This operation should be performed in cooperation with the staff in charge of managed systems as write permissions are required.

InputOutput
Review Provisioning (required) Manual provisioning through Create a Connection (required)Updated managed systems

Implement Manual Provisioning​

Manual provisioning is performed through a connection using the Manual Ticket . Besides, for a resource to be manually provisioned, the corresponding resource type must be configured with the manual connection set to Provisioning Connection in the Fulfill Settings.

Perform Manual Provisioning​

Perform manual provisioning by proceeding as follows:

  1. Ensure that the task to compute or generate provisioning orders was launched after the request (or the provisioning review, if any), through the complete job in the Job Execution page.

    Home Page - Job Execution

    Manual Provisioning Screen

  2. Access the manual provisioning orders page by clicking on the entity type that you want to manage in the Manual Provisioning section.

    Home Page - Manual Provisioning

  3. Choose a line to handle the corresponding provisioning order.

  4. Creation, edition and deletion orders follow the same process: read Identity Manager's suggestions and create, edit or delete the appropriate resource directly in the managed system (outside Identity Manager).

    Creation Provisioning Order

    Creation Provisioning Order

  5. Choose to confirm or report an error.

Use bulk provisioning​

Several orders can be provisioned simultaneously by clicking on Bulk Provision.

Bulk Provisioning

Verify Manual Provisioning​

In order to verify the process:

  1. Select a test user in the directory, accessible from the home page.

    Home Page - Directory User

  2. Follow the workflow through Request Entitlement Assignment to make a change in one of their permissions, which involves manual provisioning.

  3. Perform manual provisioning and check the provisioning state of the requested entitlement at every step, in the user's View Permissions tab.

View Permissions Tab

  1. Check in your managed system that the change was effectively made.