Assign OBIE Role in Identity Self-Service 1.0
Date: 12/04/2017
Revision History:
12/4/2017 / 1.0 / Haritha Dhadem / Created Original Document
Target Audience: IAM Administrator, Departmental Authority (DAD), and Departmental Requester
Purpose: This Supplemental Job Aid provides instructions on how to assign OBIE Role to users in Identity Self-Service they have authority over.
Work Flow for Request Role:
Work Flow for Approving an OBIE Role (Medium Risk Role - Risk Level 5)
Request Role:
This example demonstrates how to request access for an OBIE role for users in Identity Self-Service system they have authority over.
Step 1:
· Login to Identity Self-Service Portal using your Production User ID and Password
o https://sso.iam.fiscal.ca.gov/identity
· Upon successful Login you will be placed on Identity Self-Service Portal landing page
Step 2: Click on Request Access tile selection to request access for a user in Identity Self-Service system.
· This action will display the Option, click on Request for others
· This action will display the list of users from that organization
Step 3: Select the user by clicking the Add button against the user name.
· Verify if the user selected is correct and click Next
· The Role catalog will be displayed
· Uncheck Select All (all applications will be selected/checked by default) and check only Business Intelligence from Categories.
Step 4: Select required role and click on Add to Cart. (Please refer to following table for list of OBIE roles)
S.No / Role Name1 / Department-wide Author for BI Procurement and Spend Analytics
2 / Department-wide Author for all three BI Applications
3 / Department-wide Author for BI Financial Analytics
4 / Department-wide Author for BI Project Analytics
5 / Department-wide Consumer for all three BI Applications
6 / Department-wide Consumer for BI Financial Analytics
7 / Department-wide Consumer for BI Procurement and Spend Analytics
8 / Department-wide Consumer for BI Project Analytics
9 / State-wide Author for BI Financial Analytics
10 / State-wide Author for BI Procurement and Spend Analytics
11 / State-wide Author for BI Project Analytics
12 / State-wide Consumer for BI Financial Analytics
13 / State-wide Consumer for BI Procurement and Spend Analytics
14 / State-wide Consumer for BI Project Analytics
· Click Next (Here : Selected Department wide Author BI Project Analytics)
· The selected role information will be displayed and is ready for checkout
· Enter any comments in the Role Justification box for approver (if needed)
· Verify all information and click Submit
· Upon submitting, the following message will display
You have successfully submitted request to OBIE (Business Intelligence) role for a user in your organization. Approval request is sent for approvals. Role will be assigned after the request is approved as mentioned in Work Flow.
Verify if the role is assigned and account provisioned.
Step 1: Search for selected user
Step 2: Select the user and click on Roles tab to verify if the role is added.
Step 3: Click on Accounts tab and verify if selected OBIEE role is provisioned.
You have successfully assigned and verified OBIE role to a user in your organization.
FI$Cal.363 – Request OBIE Role 1.0 Page 1 of 12
Created 12/04/17