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tutorial:adm:identities_bulk_actions [2018/05/23 11:38]
kopro created 		tutorial:adm:identities_bulk_actions [2020/01/30 13:43]
apeterova
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 +====== Bulk action for identities ======
  
 +Bulk actions on identities are used for making easy and asynchronous changes on multiple identities.
 +
 +===== Supported bulk actions on identities =====
 +  * Remove,
 +  * disable manually,
 +  * enable manually,
 +  * roles assignment,
 +  * role removing,
 +  * resave,
 +  * role deduplication.
 +
 +===== How can I choose identities for bulk action =====
 +
 +There are two ways to define for what identities will be the bulk action processed. **First way is to select all identities**:
 +{{ :tutorial:adm:bulk01.png |}}
 +
 +{{ :tutorial:adm:bulk02.png |}}
 +
 +And second is to choose identities by one through all pages.
 +
 +{{ :tutorial:adm:bulk04.png |}}
 +
 +{{ :tutorial:adm:bulk03.png |}}
 +
 +<note important>Selecting identities by select box through all pages works only for agendas that implement backend bulk action. **On classic agendas this doesn't work**.</note>
 +
 +<note important>If you choose all identities, **there exist a chance that processed items will be different** than currently filtered identities. Because you execute the bulk action with a filter (not specified set of identities) and this filter may have different results after some time needed to process the action.</note>
 +
 +
 +===== Bulk actions =====
 +
 +==== Remove identities ====
 +Bulk action Remove identities doesn't have any specific settings. You can only choose what identities will be processed.
 +
 +{{ :tutorial:adm:bulk06.png |}}
 +
 +Required permission for execute:
 +  * Identity delete and read
 +==== Disable manually identities ====
 +Bulk action Disable identities doesn't have any specific settings. You can only choose what identities will be processed. The bulk action only changes identity state to ''DISABLED_MANUALLY''. **Now it isn't possible to deactivate identity that is already deactivated.**
 +
 +{{ :tutorial:adm:bulk05.png |}}
 +
 +**Required permission for execute:**
 +  * Identity update and read
 +==== Enable manually identities ====
 +Bulk action Enable identities doesn't have any specific settings. You can only choose what identities will be processed. The bulk action evaluates the new [[devel:documentation:identities#identity_state|identity state]]. The identity must be in state ''DISABLED_MANUALLY'' before running the bulk action.
 +
 +{{ :tutorial:adm:bulk07.png |}}
 +
 +Required permission for execute:
 +  * Identity update and read
 +==== Roles assignment ====
 +This bulk action supports specific settings:
 +  * **Roles** - roles that will be assigned,
 +  * **Approve** - if you have permission for execute without approving new roles (IdmRoleRequest - Execute), you can uncheck this selecbox,
 +  * **Assign to main contract only** - new roles will be assigned only to main contract instead of assigning for every valid or future valid contract,
 +  * **Valid from** - if valid from is not filled, then will be filled from contract automatically,
 +  * **Valid till** - if valid from is not filled, then will be not set (assigned role will be removed by contact validity).
 +
 +{{ :tutorial:adm:bulk09.png |}}
 +
 +**Required permission for execute:**
 +  * Identity read and change permission,
 +  * Contract read or autocomplete,
 +  * Role request create,
 +  * Role request concept create.
 +
 +==== Role removing ====
 +This bulk action supports specific settings:
 +
 +  * **Roles** - roles that will be removed,
 +  * **Approve** - if you have permission for execute without approving remove roles, you can uncheck this selectbox,
 +  * **Remove only from the main contract** - the roles will be removed only from the main contract instead of removing from all contracts.
 +
 +{{ :tutorial:adm:bulk08.png |}}
 +
 +<note tip>This bulk action remove all identity roles from all contracts or just main.</note>
 +
 +**Required permission for execute:**
 +  * Identity read and change permission,
 +  * Contract read or autocomplete,
 +  * Role request create,
 +  * Role request concept create.
 +
 +==== Resave identity ====
 +Bulk action resave identity. Bulk action executes simple save on identity.
 +
 +{{ :tutorial:adm:resave.png |}}
 +
 +**Required permission for execute:**
 +  * Identity read and change permission,
 +  * Contract read or autocomplete,
 +  * Role request create,
 +  * Role request concept create.
 +
 +==== Role deduplication ====
 +Bulk action for remove duplicity between roles. For more information and removing algorithm see [[devel:documentation:roles:adm:duplicit_roles|]]
 +
 +{{ :tutorial:adm:role_deduplication.png |}}
 +
 +**Required permission for execute:**
 +  * Identity read and change permission,
 +  * identity role read,
 +  * identity contract autocomplete.
 +
 +===== Example =====
 +{{ :tutorial:adm:bulk_action.gif |}}
  • by husniko