Creating a Request Template Based on the Create User Request Type

Managing Request Templates 17-7 Figure 17–3 The Set Attribute Restrictions Page 8. On the Set Additional Attributes page, you can specify additional information about attributes, which need to be collected based on the template that you are creating but are not used for the purpose of entity mapping. In this example, specify date of birth as the additional attribute name. Select the Data Type as Number and Display Type as Text Field, and then click Add. You can specify multiple attributes by clicking the Add button. When finished, click Next . Figure 17–4 shows the Set Additional Attributes page: Note: Steps 5, 6, and 7 are common for all request templates creation. Note: The Additional Attribute Data is not used during request execution. This data is also not displayed to the approver. See Also: Step 1: Creating a Request Dataset for the Resources section in the Oracle Fusion Middleware Developers Guide for Oracle Identity Manager for more information about the additional attributes that are not mapped to the underlying Oracle Identity Manager entity 17-8 Oracle Fusion Middleware Users Guide for Oracle Identity Manager Figure 17–4 The Set Additional Attributes Page 9. On the Set Template User Roles page, you can select one or more roles, for example, AD Administrators, whose members are allowed to create requests by using the template that is being created. In this example, from the Available Roles list, select a role such as Contractor Administrators. Click Move to include the selected roles in the Selected Roles list, and then click Next. Figure 17–5 shows the Set Template User Roles page: Note: Only members of the selected roles are allowed to create requests using the request template. This is governed by the authorization policy for creating requests by using request templates. See Request Creation By Using Request Templates on page 15-26 for information about creating a request by using request templates. Managing Request Templates 17-9 Figure 17–5 The Set Template User Roles Page 10. On the Review Request Template Summary page, as shows in Figure 17–6 , review the data that have been entered for Request Template Name, Request Type, Description, and Template Level Approval Process, and then click Finish. Figure 17–6 The Review Request Template Summary Page

11. Click OK to confirm the template creation.

In the Create Request Template wizard, the following steps are common irrespective of the request type that you select or the request dataset that you define: ■ Request details to be specified in the Set request template details page. See step 5 in the create request templates. ■ Setting additional attributes in the Set Additional Attributes page. See step 8. 17-10 Oracle Fusion Middleware Users Guide for Oracle Identity Manager ■ Setting roles for the template in the Set Template User Roles page. See step 9. ■ Request template information in the Review Request Template Summary page. See step 10.

17.1.2 Creating a Request Template Based on the Provisioning Resource Request Type

The Provision Resource default request template that is based on the Provision Resource request type can be used for provisioning resources to users. But if you want to customize the request creation for provisioning specific resources to users, then you can create a request template, which is based on the Provision Resource request type. To create a request template based on the Provisioning Resource request type:

1. In Oracle Identity Manager Advanced Administration, click the Configuration

tab, and then click the Request Templates tab. Alternatively, you click the Search Request Templates link under Configuration in the Welcome page.

2. On the left pane, from the Actions menu, select Create. Alternatively, you can click

the Create a Request Template icon on the toolbar. The Set request template details page of the Create Request Template wizard is displayed.

3. Enter values for the following fields, and then click Next.

■ Request Template Name: Enter the name of the request template, for example, Provision E-Business Resource. ■ Request Type: Select a request type, such as Provision Resource. ■ Description: Enter a description for the request template that you are creating. ■ Approval Process: Enter the name of the approval workflow. For information about this field, see step 4 of Creating a Request Template Based on the Create User Request Type on page 17-3.

4. In the Select Allowed Resources page, click Search to search for all the available

resources. 5. From the Available Resources list, select one or more resources, and then click Move to include the selected resources in the Selected Resources list. In this example, select the E-Business RO resource, and then click Next. Note: The user who is a member of the REQUEST TEMPLATE ADMINISTRATORS role is allowed to create a request template. If the appropriate role is not assigned to the user, then the required UI options for creating a request template will not be available to the user. Note: The steps in the Create Request Template wizard are dynamically generated on clicking Next after providing the Request Template Basic Information in the first step of the wizard.