On the Actions tab, you define the entitlements and information that the system adds, modifies, or removes when a service is assigned to, or removed from, a user.
Follow these steps:
The Fulfillment and Revocation Actions screen appears.
The Create Policy Xpress Policy screen appears.
The following fields are pre-defined to create an action rule:
Provides a friendly name for the action rule. This name must be unique.
Defines the meaning of the action rule.
Defines which action rule executes, in the case of several action rules matching. This field is useful for defining default actions. For example, if you have multiple rules, each for a department name, it is possible to set a default by adding an additional rule with no conditions but a lower priority (such as 10 if all others are 5). If none of the department rules are matched, then the default is used.
The Add Action when Matched screen appears. On this screen, you define the actions that the system takes when the rule is matched.
For example, enter "Add the Sales Manager Admin Role."
For example, to add a role, select the Roles category.
For example, to add or remove an admin role, select the Set Admin Role type.
For example, to add an admin role, select the Add function.
Note: When you select a function, a description of that function appears. This description can help you determine whether the selected function results in the system behavior you want.
For example, to add an admin role named "Sales Manager", enter the role name, or click the Browse button and select Sales Manager from the list of available admin roles.
Repeat this procedure until you have added all the desired actions for this service.
The system associates the designated fulfillment and revocation actions with the service. When a user receives the service, the associated entitlements and information are added, modified or removed.
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