Create manual services

Create a manual service instance when IBM Security Identity Manager does not provide an adapter for the managed resource.

Before we can create a manual service in ISIM, create a service type. Add new schema classes and attributes for the manual service to the LDAP directory.Tip: We can also specify labels for new schema attributes in the CustomLabels.properties file.

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 we 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. We 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...

1. Click Manage Services. The Select a Service page is displayed.

2. On the Select a Service page, click Create. The Create a Service wizard is displayed.

3. On the Select the Type of Service page, click Search to locate a business unit. The Business Unit page is displayed.

4. On the Business Unit page:

   1. Enter information about the business unit in the Search information field.

   2. 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.

   3. In the Business Units table, select business unit in which 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.

5. On the Select the Type of Service page, select a manual service type, and then click Next.

6. 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 we are creating. The creation of some services might require additional steps.

7. 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.

8. Optional: On the Messages page, and then click Reconciliation:

   1. Select the default email message to change, and then click Change. The Change Message page is displayed.
   2. Modify the Subject and Body fields, and then click OK.

9. Optional: On the Access Information page, select the Define an Access check box to activate the access definition fields. Select the type of access to enable. Specify the expected access information and any other optional information such as description, search terms, more information, or badges.

10. 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.

11. Optional: On the Reconciliation page, click Browse to locate the reconciliation file, and then click Upload File to load the new reconciliation file. We can also choose whether to reconcile supporting data only. The file type that is supported for the reconciliation file is CSV. See Example CSV file.

12. Click Finish.

A message is displayed, indicating that you successfully created the manual service instance for a specific service type.

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.

Parent topic: Manual services and service types