Create a provisioning policy for a manual service
The next step in this scenario is to create a provisioning policy for the workflow used to provision an account for the manual service.
In the previous scenario, the service owner designed a workflow approval for a manual ledger service. The accounting department that uses the ledger service can request approval to use the ledger service. In this scenario, the service owner creates a provisioning policy for that workflow. This service does not create any automation to log in and use the ledger system; that process is done manually by the service owner.
Provisioning policies are a central place to manage how services are made available to users. There are options for automation, manual requests, and ongoing monitoring of compliance of accounts.
To create a provisioning policy.
- Log in to the administrative console as service owner jowner.
- From the navigation tree, select Manage Policies > Manage Provisioning Policies.
- On the Manage Provisioning Policies page, click Create.
- On the General notebook page, enter the following information for the policy:
- Policy name
- Enter Ledger service provisioning policy.
- Description
- Enter Provisioning policy for the Ledger service.
Leave the other default information as provided.
- Click the Entitlements tab. On theEntitlement notebook page, click Create.
- On the Account Entitlement page...and click OK:
- In the Provisioning options field, select Manual.
- In the Target type field, select Specific Service.
- In the Service type field, click Search, run a service and select LedgerAccount in the search results.
- In the Workflow field, click Browse, select LedgerAccount in the Search by field, click Search, select Ledger service approval and click OK.
- On the Entitlements notebook page, click Submit.
- On the Schedule page, accept the default settings and click Submit.
- On the Success page, click Close.
Parent topic: Configuration of an approval workflow for a manual service