Description

This tutorial covers the creation and usage of Task Templates. Task Templates provide a interface for configure parameters of Workflows to meet requirements. This tutorial will configure the Create Task Template to require the user's Manager to approve the request.

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Learning Objectives

After completing this tutorial, the following topics should be understood.

How to configure Task Templates
Show the created work item, for approval
Approve a request

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Prerequisites

The following items must be completed before starting this tutorial.

Complete the Identity Manager Configuration Tutorial
Complete the Identity Manager Delegated Administration

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Setup

The following steps need to performed to enable the demonstration.

Section 1: Create User Template

Access the Admin Interface `http://localhost:8080/idm` and log in as: configurator / configurator Select the Server Tasks tab Select the Configure Tasks sub-tab Click the Enable Button next to the Create User Template item
In the Process Types Multi Select, createUser should be selected Click Save
Click the Create User Template link
Select the Notification Tab For Administrator Notifications From the Determine Notification Recipients's from Drop Down List, select Administrator List Select Administrator as the Selected Administrators in the Multi Select List Select Account Creation Notification from the Email Template Drop Down List For User Notifications Check the Notify user box From the Notify User Drop Down List, select Account Creation Notification
For Additional Approvers: From the Determine additional approvers from Drop Down List, select Attribute From the Approver Attribute Drop Down List, select user.accounts[Lighthouse].idmManager For Approval Form Configuration: From the Approval Form Drop Down List, select Approval Form From the Approval Attributes Table check: user.global.email user.waveset.resources

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Demonstration

After completing the setup above, the following steps should be performed to complete this tutorial.

Section 1: Create a new User

Access the Admin Interface `http://localhost:8080/idm` and log in as: secadmin1 / Passw0rd Select the Accounts tab Select the List Accounts sub-tab From the -- New Actions -- Drop Down List, select New User
Fill out the user attributes: Account ID: `user2` First Name: `Security` Last Name: `User2` Email: `user2@example.com` Manager: `Administrator` Password/Confirm: `Passw0rd` Click the Save Button
Notice the Results after saving: Request has been queued Pending Approval by Administrator (the manager)

Section 2: Approve the Request

Access the Admin Interface `http://localhost:8080/idm` and log in as: Administrator / administrator Select the Work Items tab Select the Approvals sub-tab Click the Approve ProvisioningTask Create user user2 link
In the Comment Text Field, add `I approve` Select the Approve Button