Create an Account Template

To simplify account management, you create and maintain accounts using account templates, which are used in provisioning roles. A provisioning role contains one or more account templates. When you apply that role to a user, the user receives the accounts as defined by the templates.
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To simplify account management, you create and maintain accounts using account templates, which are used in provisioning roles. A provisioning role contains one or more account templates. When you apply that role to a user, the user receives the accounts as defined by the templates.
These templates provide the basis for accounts on a specific endpoint type.
Using account templates, you can:
  • Control what account attributes users have on an endpoint when their accounts are created
  • Define attributes using rule strings or values
  • Combine account attributes from different provisioning roles, so users have only one account, on a specific endpoint, with all the necessary account attributes
  • Create or update account attributes as global users change provisioning roles
A default account template for each endpoint type is installed with the
Identity Manager
server. In a provisioning role, you can use the default account template or you can create your own account templates for any endpoint that you have configured.
To create an account template, complete the following steps:
  1. Navigate to Tasks, Endpoints, Manage Account Templates, Create Account Template.
  2. Select an endpoint type for the template.
  3. In the Account Template tab, enter a name for the account template. Ensure that the Provisioning Role Name does not contain "*" because it is treated as a regular expression.
  4. Select an endpoint to use on the Endpoints tab.
  5. Complete the fields in the tabs or use the default values.
    Each endpoint type has a different set of tabs. Click Help for field definitions.
  6. Click Submit.
:
  • If more than one endpoint is specified while searching for endpoint objects in the Account Template, the common subset (intersection) of the related objects is returned. An example is an Active Directory group that exists on each of the selected endpoints that are associated with the Account Template. When the search results show attributes other than the object name, it shows the attribute values of the objects that are associated with the first endpoint. An example is the description attribute for the language object in a PeopleSoft connector.
  • To create an account on CA Top Secret v2, ensure that you fill in the Department Name in the Account Template and User Profile screens.