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tutorial:adm:module_recertification [2019/11/07 14:03] doischert |
tutorial:adm:module_recertification [2023/06/28 11:01] (current) cabelkal [Configuration] |
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====== Module - Recertification ====== | ====== Module - Recertification ====== | ||
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===== What do you need before you start ===== | ===== What do you need before you start ===== | ||
- | * You need to have **CzechIdM 9.7.0** (or higher) installed. | ||
- | * You need to be logged in as **admin** (or an identity with superAdminRole). | ||
- | * You need to enable the **Recertification** module. | ||
- | Two new agendas were created under **Roles** main menu: | + | |
- | * **Recertification requests** - contains created recertification requests. | + | * You need to be logged in as **admin** (or an identity with superAdminRole). |
- | * **Recertification** | + | * You need to enable the **Recertification** |
+ | * For hard recertification | ||
+ | |||
+ | Two new agendas were created under **Roles** | ||
+ | * **Recertification requests** | ||
+ | * **Recertification** | ||
==== Dashboard ==== | ==== Dashboard ==== | ||
Dashboard with recertification requests was created - it shows unresolved requests, which can be approved by a logged user with appropriate rights. The table of recertification request is the same as above - the default filter shows the currently logged user and only unresolved requests. The dashboard is hidden when no requests are found. | Dashboard with recertification requests was created - it shows unresolved requests, which can be approved by a logged user with appropriate rights. The table of recertification request is the same as above - the default filter shows the currently logged user and only unresolved requests. The dashboard is hidden when no requests are found. | ||
- | {{ : | + | {{ : |
==== Recertification requests ==== | ==== Recertification requests ==== | ||
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Request table: | Request table: | ||
- | {{ : | + | {{ : |
On the recertification request detail there are following tabs: | On the recertification request detail there are following tabs: | ||
+ | |||
* with items - contains basic information about the request and items to approve. | * with items - contains basic information about the request and items to approve. | ||
* with approvers - shows current available approvers by recertification type (contract managers or role guarantee defined by user or role). | * with approvers - shows current available approvers by recertification type (contract managers or role guarantee defined by user or role). | ||
* with role requests - when assigned role represented by a recertification item is removed, the assigned role is removed by role request. You can see the state of this request. | * with role requests - when assigned role represented by a recertification item is removed, the assigned role is removed by role request. You can see the state of this request. | ||
- | {{ : | + | {{ : |
==== Recertification actions ==== | ==== Recertification actions ==== | ||
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Contains requests grouped by recertification action executed by bulk actions. | Contains requests grouped by recertification action executed by bulk actions. | ||
- | {{ : | + | {{ : |
==== Identity and role detail ==== | ==== Identity and role detail ==== | ||
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Tab with recertified assigned roles was added to role and identity detail. | Tab with recertified assigned roles was added to role and identity detail. | ||
- | {{ : | + | {{ : |
- | <note tip>'' | + | <note tip>'' |
==== Identity and role table ==== | ==== Identity and role table ==== | ||
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Bulk action for starting a recertification action is available on identity and role table. | Bulk action for starting a recertification action is available on identity and role table. | ||
- | {{ : | + | {{ : |
Bulk action modal window | Bulk action modal window | ||
- | {{ :devel: | + | {{ .:9_011.png? |
<note tip> | <note tip> | ||
- | |||
<note tip> | <note tip> | ||
+ | |||
+ | ===== Notification before recertification ends ===== | ||
+ | |||
+ | Configurable task is standard long running task, configuration is set in task planner. Task search for recertifications with due date near end and send notification. | ||
+ | |||
+ | |||
+ | |||
+ | **Configuration** | ||
+ | |||
+ | * Number of days before recertification ends - ie. 5 | ||
+ | * Script - script for overload recipient search. Without script (default behavior) LRT finds recertification approver. With custom search script different recipients can be found, input is RecRecertificationDto, | ||
+ | * Notification topic - Topic for notification, | ||
+ | * Merge notification for one identity - information about all recertifications are sorted by identity (recipient), | ||
+ | |||
+ | With module, 2 standard script for search recipients are provided: | ||
+ | |||
+ | * recFindIdentitiesWithHelpdeskRole - find all active identities with role. | ||
+ | * recFindRecertificationApproversManagers - find recertification approvers and for every identity finds its manager. | ||
+ | |||
+ | |||
+ | ===== Hard (force) recertification ===== | ||
+ | |||
+ | For every recertification (since 3.2.0 module version) can be setup boolean flag "Hard recertification" | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | |||
+ | Long running task RecertificationRemoveRolesTaskExecutor isn't planned by default. For hard recertification is required to plan the task at least one per day. | ||
+ | |||
+ | </ | ||
+ | |||
+ | For project that updates from older versions will be for all recertification setup the new hard recertification flag to false = hard recertification disabled. | ||
+ | |||
+ | Long running task RecertificationRemoveRolesTaskExecutor has only one configuration - days after. The paramter days after is for configuration how long after due date by recertification will be roles removed. By default is the parameter zero. This is equivalent to remove roles directly after due date. | ||
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+ | {{ .: | ||