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devel:documentation:roles [2019/03/15 12:27]
tomiskar [Duplicate role] 		devel:documentation:roles [2019/03/20 08:16]
kotisovam [Role-differentiating icons] moved to admin guide
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 From the perspective of the identity manager, it does not matter whether the user acquires an account in a specific application, is placed in a group in LDAP, his indication is set to “can use VPN”, or a permission is set for him in the application. In all the cases, a role is assigned. A simplification carried out like this allows general rules to be applied for assigning all types of permissions (~roles) in the same way. From the perspective of the identity manager, it does not matter whether the user acquires an account in a specific application, is placed in a group in LDAP, his indication is set to “can use VPN”, or a permission is set for him in the application. In all the cases, a role is assigned. A simplification carried out like this allows general rules to be applied for assigning all types of permissions (~roles) in the same way.
 +
  
 ===== Roles and contracts ===== ===== Roles and contracts =====
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 {{ :devel:documentation:incompatible-role-request-confirm.png |}} {{ :devel:documentation:incompatible-role-request-confirm.png |}}
  
 +
 +===== Copying roles from a user =====
 +
 +Copying roles from a user is a new feature that allows one user to easily copy roles/permissions from another user. You can get the same roles like one of your colleagues has by simply filing a request that admin then approves or declines.  For more information please visit [[devel:documentation:roles:adm:copying-assigned-roles|admin guide]].
 +
 +This feature is available in the role request detail, see the new button in the picture:
 +
 +{{ :devel:documentation:add_role.png |}}
 +
 +
 +For more information about the feature with more detailed description, please see the admin guide.
  
 ===== Automatically assigned roles by organization structure ===== ===== Automatically assigned roles by organization structure =====
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 <note>Some processes used to approve role assignments to a user may not support approving changes to automatic roles (for example, approval by the supervisor). In this case, the default process is used (**approval with role guarantee**).</note> <note>Some processes used to approve role assignments to a user may not support approving changes to automatic roles (for example, approval by the supervisor). In this case, the default process is used (**approval with role guarantee**).</note>
  
-===== Duplicate role =====+===== Duplicating roles =====
  
 Role can be duplicated by prepared bulk action. Bulk action is available on the roles table. Role can be duplicated by prepared bulk action. Bulk action is available on the roles table.
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   * **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).   * **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 role attributes** - creates (or updates) configured role attributes.
-  * **Duplicate sub roles** - creates (or updates) sub roles by business role definition (recursively). +  * **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.+  * **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.</note> <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.</note>
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 Read [[.roles:dev:duplicate-role|more]] about action implementation and how it's possible to extend it. Read [[.roles:dev:duplicate-role|more]] about action implementation and how it's possible to extend it.
  
 +===== 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:adm:automatic_roles|Creating an automatically assigned role by organization structure]]   * [[tutorial:adm:automatic_roles|Creating an automatically assigned role by organization structure]]
   * [[tutorial:adm:automatic_roles_by_attribute|Creating an automatically assigned role by identity attribute]]   * [[tutorial:adm:automatic_roles_by_attribute|Creating an automatically assigned role by identity attribute]]
 +  * [[tutorial:adm:copying|Copying assigned roles from one user to another]]
 +  * [[tutorial:adm:deduplicating|Deduplicating roles]] (to be completed)
  
 ===== Admin guide ===== ===== Admin guide =====
 +  * [[.roles:adm:icons| Icons and description of roles]]
 +  * [[.roles:adm:duplicate-roles| Role duplicities]]
   * [[.roles:adm:authorization_policy|Authorization policies overview]]   * [[.roles:adm:authorization_policy|Authorization policies overview]]
   * [[.roles:adm:authorization|Permissions Setting Mechanism]]   * [[.roles:adm:authorization|Permissions Setting Mechanism]]
   * [[.roles:adm:automatic_roles|Automatic roles overview]]   * [[.roles:adm:automatic_roles|Automatic roles overview]]
   * [[.roles:dev:automatic_role_request]]   * [[.roles:dev:automatic_role_request]]
 +  * [[.roles:adm:copying-deduplicating-roles|Copying and deduplicating assigned roles]] (to be completed)
 +
 +
  
 ===== Devel guide ===== ===== Devel guide =====
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   * [[.identities:dev:contractual-relationship#automatically_assigned_roles|Automatic roles by organization structure: heredity of roles]]   * [[.identities:dev:contractual-relationship#automatically_assigned_roles|Automatic roles by organization structure: heredity of roles]]
   * [[.roles:dev:automatic-roles-by-attribute|Automatic roles by attribute, rules, and recalculation]]   * [[.roles:dev:automatic-roles-by-attribute|Automatic roles by attribute, rules, and recalculation]]
-  * [[.roles:dev:duplicate-role]]+  * [[.roles:dev:duplicate-role| Cloning roles]]
  
  • by doischert