8.2 Configuring Delegation, Proxy, and Task Settings

This section includes information about:

8.2.1 Configuring the Delegation and Proxy Service

To configure the Delegation and Proxy Service:

  1. Select the Provisioning tab.

  2. Select Delegation, Proxy and Tasks from the left navigation menu.

    The user interface displays the Delegation, Proxy and Tasks page. To configure the service, you need to make some changes in the Delegation and Proxy Service Settings box.

  3. Check the Allow All Requests option if you want to display the All option in the Resource Search Criteria drop-down list for the Team Delegate Assignments action. When the All option is available, a delegate assignment can be defined that applies to all resource categories.

  4. Define the retention period for delegate, proxy, and availability assignments:

    Field

    Description

    Retention time for Delegation assignments

    Specifies the number of minutes to retain delegate assignments in the directory after they have expired. The default is 0, which indicates that the assignments will be removed after the expiration time has been reached.

    Retention time for Proxy assignments

    Specifies the number of minutes to retain proxy assignments in the directory after they have expired. The default is 0, which indicates that the assignments will be removed after the expiration time has been reached.

    Retention time for Availability settings

    Specifies the number of minutes to retain availability settings in the directory after they have expired. The default is 0, which indicates that the assignments will be removed after the expiration time has been reached.

  5. Select the e-mail templates you want to use for delegation, proxy, and availability notifications:

    Field

    Description

    Delegation notification template

    Specifies the language-independent name for the template to use for delegation e-mail notifications. After the template name has been specified, the notification engine can determine which language-specific template to use at runtime.

    For details on creating and editing e-mail templates, see Section 18.4, Working with E-Mail Templates.

    Proxy notification template

    Specifies the language-independent name for the template to use for proxy e-mail notifications. After the template name has been specified, the notification engine can determine which language-specific template to use at runtime.

    For details on creating and editing e-mail templates, see Section 18.4, Working with E-Mail Templates.

    Availability notification template

    Specifies the language-independent name for the template to use for availability e-mail notifications. After the template name has been specified, the notification engine can determine which language-specific template to use at runtime.

    For details on creating and editing e-mail templates, see Section 18.4, Working with E-Mail Templates.

8.2.2 Scheduling Synchronization and Cleanup

To configure the Synchronization and Cleanup Service:

  1. Select the Provisioning tab.

  2. Select Delegation, Proxy and Tasks from the left navigation menu.

    The user interface displays the Delegation, Proxy and Tasks page. To schedule synchronization and cleanup, you need to make some changes in the Synchronization and Cleanup Service box.

  3. To specify how often you want to activate the synchronization service, type the activation interval (in minutes) in the Synchronization Service Activation Interval field. The default value is 0, which means that the service is not activated.

    When the synchronization service runs, any modifications (or deletions) made to delegate assignments are synchronized with the corresponding availability settings for the user.

  4. To specify how often you want to activate the cleanup service, select Cleanup Service Activation Interval, then type the activation interval (in minutes). Alternatively, select Cleanup Date and use the calendar tool to specify the date when you want to activate the service. The default value is 0, which means that the service is not activated.

    When the cleanup service runs, all obsolete proxy and delegate assignments are removed from the system.

If the cleanup service has been activated, the Last cleanup performed field indicates when the last cleanup was performed.

8.2.3 Configuring Provisioning Interface Display Settings

To configure the Provisioning Interface display settings:

  1. Select the Provisioning tab.

  2. Select Delegation, Proxy and Tasks from the left navigation menu.

    The user interface displays the Delegation, Proxy and Tasks page. To configure the display settings, you need to make some changes in the Provisioning Interface Display Settings box.

    Screen capture of the Provisioning Interface Display Settings box
  3. To change the default landing page, type the URL for another page in the Default Landing Page field. The default page is shown below:

    getAFTaskList.do?apwaLeftNavItem=JSP_MENU_TASKS&apwaActionType=user
    

    The page you specify must be reference a servlet that is available from the Requests & Approvals tab. To change the landing page, you can click on the desired page in the left-hand navigation panel on the Requests & Approval, and then cut and paste the last part of the URL after the application context (IDMProv) into the Default Landing Page field. For example, to set the landing page to My Requests, you could paste the following string into the field:

    getAFProcessList.do?apwaLeftNavItem=JSP_MENU_REQUESTS&apwaActionScope=user&apwaNewSearch=true
    
  4. To set the number of rows returned from each query, type the row limit in the Maximum number of results returned from a query box. The default is 50.

    NOTE:The Maximum number of results returned from a query setting only applies to pages on the Requests & Approvals tab.

  5. To set the default number of rows to display, type the number of rows in the Default number of results displayed per page control. The default is 25.

    This setting applies to the following pages on the Roles tab:

    • My Roles

    • View Request Status

    • Browse Role Catalog

    • Manage Role Relationships

  6. To specify additional values that the user can select to override the default number of rows displayed on each page, type these values in the Options for number of results displayed per page (use spaces to separate values). Note that the number specified in the Default number of results displayed per page control is always included in the list of values for the user to select.

    NOTE:This setting also applies to the Team Tasks page on the Requests & Approvals tab and to the Object Selector. The default number of rows displayed on the Team Tasks page and in the Object Selector, however, is not controlled by the Default number of results displayed per page setting. The default number of rows for team tasks is set at 5, and the default number of rows for the Object Selector is set at 10.

  7. To set the maximum amount of memory (expressed in rows) to use in the client browser for sorting and filtering, type the maximum number of rows in the Threshold for browser-base sorting and filtering control.

    This setting applies only if the size of the result set is less than or equal to the threshold value. If the size of the result set is larger than the threshold value specified, sorting and filtering operations are performed on the server.

  8. To set the view for the Team Tasks list, click either the Template or the Exhibit radio button.

    Review Table 8-1 to decide which view of tasks to select for your users. Figure 8-1 and Figure 8-2 show the displays.

    Table 8-1 Comparison of Template View of Team Tasks and Exhibit View of Team Tasks

    Feature

    Template View

    Exhibit View

    Is the view tabular?

    Yes

    Yes

    Does the view offer Section 508 Accessibility?

    Yes

    No

    Is this the default template?

    Yes

    No

    How many tasks can I list in a search?

    Thousands, or more.

    A few hundred or more. Speedy performance at a few hundred items.

    Filter

    You can filter the search with one or both of these filters on the Team Tasks page: Recipient, or Assigned To.

    You can filter the search with one or both of these filters on the Team Tasks page: Recipient, or Assigned To.

    Also, you can filter retrieved data without having to conduct a new search: select one or more filter parameters in filter boxes at the right of the Exhibit display.

    Sort by column value

    Yes. Click a column header to toggle an Ascending or Descending sort of the column.

    Yes. Click a column header to toggle an Ascending or Descending sort of the column.

    Sort column order

    The order in which you select column headers on the Team Tasks page is the order in which the columns display.

    The order in which you select column headers on the Team Tasks page is the order in which the columns display.

    Page length

    On the Team Tasks page, set page length to 5, 10, or 15 entries before you search.

    You cannot set page length, but you can:

    • Use filters to select a subset of tasks to display.

    • Copy the list to your clipboard and create an editable .txt or .html report file.

    Figure 8-1 Example of Template Display

    Figure 8-2 Example of Exhibit Display