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devel:documentation:roles [2019/03/15 11:44] kotisovam [Incompatible roles] rewrite of a paragraph to achieve clarity |
devel:documentation:roles [2019/03/20 12:31] poulm page refactoring, sections moved into admin guide |
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====== Roles ====== | ====== Roles ====== | ||
- | A role in CzechIdM is an entity representing a set (1 or many) of permissions/ | + | A role in CzechIdM is an entity representing a set (1 or many) of privileges on the end system or in CzechIdM itself |
- | * **automatically** – according to the organizational placement of the identity, | + | * [[devel: |
- | * **manually** – through assigning based on the user’s request in the CzechIdM self-service or by a CzechIdM administrator. | + | * [[devel: |
- | * **by business role** - roles (sub) can be assigned automatically, | + | |
- | From the perspective of the identity manager, it does not matter whether the user acquires an account in a specific application, | + | Request for the role [[devel: |
+ | |||
+ | Roes can be aggregated into **business roles**. Provided role A is a subrole of role B, If role B is assigned (no matter how - automatically or manually) to the user, he acquires also role A. | ||
+ | |||
+ | From the perspective of the identity manager, it does not matter whether the user acquires an account in a specific application, | ||
===== Roles and contracts ===== | ===== Roles and contracts ===== | ||
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* '' | * '' | ||
* '' | * '' | ||
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- | ===== Role permissions===== | ||
- | |||
- | Role permissions define rights for administrator actions in CzechIdM. A permission for CzechIdM is not necessarily defined for every role. A permission is, for example, READ on USERS. A user having a role with this specific permission can see the read-only detail of all identities in CzechIdM. | ||
- | |||
- | {{ : | ||
===== Role criticality===== | ===== Role criticality===== | ||
The level of criticality can be set for every role. Criticality denotes, [[devel: | The level of criticality can be set for every role. Criticality denotes, [[devel: | ||
- | |||
- | ===== Business roles ===== | ||
- | Business roles (composition) can be defined on role detail. Business role could contain sub roles - all sub roles are assigned automatically, | ||
- | Sub roles defined by business roles are recalculated on the background (by [[devel: | ||
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- | {{ : | ||
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- | {{ : | ||
===== Incompatible roles ===== | ===== Incompatible roles ===== | ||
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{{ : | {{ : | ||
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+ | ===== Copying roles from a user ===== | ||
+ | |||
+ | Copying roles from a user is a new feature that allows one user to easily copy roles/ | ||
+ | |||
+ | This feature is available in the role request detail, see the new button in the picture: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | For more information about the feature with more detailed description, | ||
===== Automatically assigned roles by organization structure ===== | ===== Automatically assigned roles by organization structure ===== | ||
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< | < | ||
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+ | ===== Duplicating roles ===== | ||
+ | |||
+ | Role can be duplicated by prepared bulk action. Bulk action is available on the roles table. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Action provides features: | ||
+ | * **Select environment** - role will be duplicated to selected environment. If the same as role's environment is selected or environment input is leaved empty, the role is duplicated on the same environment with suffix added into role's base code, e.g. **roleOne** => **roleOne_1**. If the different environment is selected, then duplicate with the same base code is created (or updated). | ||
+ | * **Duplicate role attributes** - creates (or updates) configured role attributes. | ||
+ | * **Duplicate sub roles** - creates (or updates) sub roles by business role definition (recursively). If the same environment is selected, the only role composition is created - exists sub role is used. If the different environment (~target environment) is used, then sub roles with the same environment as original are duplicated recursively into target environment. | ||
+ | * **Duplicate automatic roles** - creates (or updates) configured automatic roles. Both automatic roles by the tree structure and by the attribute are duplicated. | ||
+ | |||
+ | <note tip>When the role with the same base code already exist on the selected environment (environment has to be different), then new duplicate is not created, but the exists duplicate is updated.</ | ||
+ | |||
+ | Read [[.roles: | ||
+ | |||
+ | ===== Deduplicating roles ===== | ||
+ | |||
+ | Since roles are assigned to a contract not to an identity, it may well happen that an identity ends up having some role duplicities. Partly, it may be due to the fact that role definitions are changed over time, and from a certain point on they start to be assigned in a different way (say, automatically). And one and the same identity may meet the updated condition as well, hence it gets the same role all over again. | ||
+ | |||
+ | Deduplication is a bulk action that is available on User agenda. Deduplication allows removing only manually added roles that are duplicite with another automatic role or another manually added role. More on this feature in the admin guide and tutorial. | ||
+ | |||
====== Read more ====== | ====== Read more ====== | ||
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* [[tutorial: | * [[tutorial: | ||
* [[tutorial: | * [[tutorial: | ||
+ | * [[tutorial: | ||
+ | * [[tutorial: | ||
===== Admin guide ===== | ===== Admin guide ===== | ||
+ | * [[.roles: | ||
+ | * [[.roles: | ||
* [[.roles: | * [[.roles: | ||
* [[.roles: | * [[.roles: | ||
* [[.roles: | * [[.roles: | ||
* [[.roles: | * [[.roles: | ||
+ | * [[.roles: | ||
+ | |||
+ | |||
===== Devel guide ===== | ===== Devel guide ===== | ||
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* [[.identities: | * [[.identities: | ||
* [[.roles: | * [[.roles: | ||
+ | * [[.roles: | ||