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Apply changes

BPM Editor User management steps

Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...

Soffid
3
Addon
BPM
Addon
Workflow

Grant approval

BPM Editor Permissions management steps

Description This step is used to define the custom form that will be used by the users who have to approve or reject the generated task. To configure that step will be necessary to determine the fields that will be shown to the users, and the actions that the...

Soffid
3
Addon
BPM
Addon
Workflow

My accounts

Soffid 3 Reference guide Self service portal

Description My Account is a part of Soffid's self-service portal that allows end-users to access and manage their personal accounts. That option displays to each user, all their personal accounts and allows to set and query the password of each account. Scre...

Soffid
3
Self-Service portal

Start

BPM Editor Permissions management steps

Definition That is the first step of the workflow. At that step, you could define the fields you want to show when the end users will go to make a request. Steps Tabs Task details In this tab you could configure next parameters: Task name: identified na...

Soffid
3
Addon
BPM
Addon
Workflow

Apply changes

BPM Editor Permissions management steps

Definition This step is used to apply the identity changes to the Soffid repository. Steps Tabs Task details Apply users changes: check it (select the Yes option) to make changes to users on the Soffid repository. Apply entitlements: check it (sel...

Soffid
3
Addon
BPM
Addon
Workflow

Script action

BPM Editor Permissions management steps

Definition This step is used to define a custom script that will be executed  Steps Tabs Task details All the process types have the same Task details for the Custom step: Script: allows you to define a Script this step allows you to add a script to be ...

Soffid
3
Addon
BPM
Addon
Workflow

Mail

BPM Editor Permissions management steps

Definition This step allows you to configure the necessary parameters to send an email when the flow reaches this point. That mail will be an informative mail, and the receptor could not perform any action from the mail. To send mail, you will need to config...

Soffid
3
Addon
BPM
Addon
Workflow

Fork

BPM Editor Permissions management steps

Definition This step is used to divide the workflow into two or more paths that will run in parallel, allowing multiple activities to run simultaneously. /====> path 1 =====\ Fork ====                                                  ==> Join \====> path...

Soffid
3
Addon
BPM
Addon
Workflow

Join

BPM Editor Permissions management steps

Definition This step is used to combine two or more parallel paths into one path.  Steps Tabs Task details This process type does not have task details for the fork step. Incoming transitions The Incoming transitions tab displays the previous steps where...

Soffid
3
Addon
BPM
Addon
Workflow

End

BPM Editor Permissions management steps

Description The end step finalizes the process. It is the last step of the workflow. Steps Tabs Task details This process type does not have task details for the start step. Incoming transitions The Incoming transitions tab displays the previous steps wh...

Soffid
3
Addon
BPM
Addon
Workflow

Methodology

BPM Editor

Introduction The main goal of using Business Process Management or BPM is to improve your organization's business processes. By using these workflows you will be able to save time, not only for system administrators but also for managers and coordinators. Sy...

Soffid
3
Addon
BPM
Addon
Workflow

Start

BPM Editor Account reservation steps

Definition That is the first step of the workflow. At that step, you could define the fields you want to show when the end users. In that case, the request will be launched automatically when the end users request to use a privileged account to connect to a p...

Soffid
3
Addon
BPM
Addon
Workflow

Screen

BPM Editor Account reservation steps

Description This step is used to define the custom form that will be used by the users who have to approve or to reject the generated task. To configure that step will be necessary to determine the fields that will be show to the users, and the actions that t...

Soffid
3
Addon
BPM
Addon
Workflow

Apply changes

BPM Editor Account reservation steps

Definition This step is used to assign permission to a user to access the protected resource. Steps Tabs Task details Grant account access: check it (option selected Yes ) if you want to give grant account access to the protected resource. Incoming tr...

Soffid
3
Addon
BPM
Addon
Workflow

End

BPM Editor Account reservation steps

Description The end step finalizes the process. It is the last step of the workflow. Steps Tabs Task details This process type does not have task details for the start step. Incoming transitions The Incoming transitions tab displays the previous steps wh...

Soffid
3
Addon
BPM
Addon
Workflow

Self service portal examples

BPM Editor Examples

Introduction Here we will try to explain some user cases about different types of process to know how that processes work. That processes will be a basic user cases, but you will be able to define process as much complex as your business needs. For more info...

Soffid
3
Addon
BPM
Addon
Workflow
Examples

PAM Jump Server Upgrade

PAM Install & config Installing PAM using Docker

Upgrade  To upgrade PAM you will need to run two scripts, one for the store and the other for the launcher. Upgrade store To upgrade the storage container you can download and execute the following script: upgrade-store.sh ~/Downloads$ bash ./upgrade-store...

Soffid
3
PAM
Install & config
Docker

Introduction

PAM Getting started

Why PAM? Privileged Account Management (from this point forward: PAM), allows you to manage accounts that are necessary to perform scheduled configuration and maintenance tasks, as well as supervening tasks such as the recovery of a hardware or software failu...

Soffid
3
PAM
Getting started

PAM Rules

Soffid 3 Reference guide Security settings

Soffid
3
Security settings
PAM

PAM Policies

Soffid 3 Reference guide Security settings

Soffid
3
Security settings
PAM