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Example: Saved certification setup

This example demonstrates how to use saved searches to simplify and speed up the processes of starting a certification campaign. It also demonstrates how to save and modify a certification campaign setup.

Configuration

To set up this certification campaign, the administrator would:

  1. Log into Bravura Security Fabric as an administrator with the ”Manage certification process” right.

  2. Click Manage certification process.

  3. Click Start entitlement certification campaign .

  4. On the Items to review tab, select Managed groups.

  5. In the group list section, click the advanced search icon 2273.png next to the Search button.

  6. Search on groups with a description that contains ”finance”.

    Searches can use any resource criteria.

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  7. Click the ”Save search” icon.

  8. Enter a name for the new search.

  9. Click Create.

  10. Click the ”Select all” checkbox at the top of the list.

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  11. Click Update.

  12. Click the Reviewers tab to choose reviewers for the campaign.

  13. Click Continue to choose a single reviewer.

  14. Click Select… .

  15. Search for and select the appropriate user.

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  16. Click the Submit tab.

  17. Enter a Certification campaign description.

    3607.png

  18. Click Save to save the certification campaign setup.

    You cannot make the setup shareable, since you saved the search for ”finance” groups, and custom saved searches cannot be shared. Saved searches are recalculated when modifying or initiating a saved campaign is automatically enabled. For this case, this means that if groups that match the search terms are added or deleted, the changes will be reflected in the list of items to be reviewed.

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  19. Click Save and schedule campaign.

  20. Enter schedule information:

    Enabled

    checked

    Repeat type

    Semi-annually

    Period mode

    Start date

    Period start date and time

    <future date>

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  21. Click Schedule.

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Modify a saved setup

To modify up this saved certification campaign setup, the administrator would:

  1. Log into Bravura Security Fabric as an administrator with the ”Manage certification process” right.

  2. Click Manage certification process.

  3. Click Saved certification setups .

  4. Select the saved setup.

    5584.png

  5. On the Items to review tab, select Managed groups.

  6. Deselect one of the items.

  7. Click Update.

    5585.png

    Note that two new buttons appear in the Select column in the left item type table. This is so that you can confirm that you want to use only the selected items, or restore the saved search criteria.

  8. Click Use selected items.

  9. Click Launch campaign.

  10. Click Start new campaign.

    The reviewer will be notified to review the entitlements.

Review

To complete the review, the reviewer would:

  1. Log into Bravura Security Fabric .

  2. Click the notification link or Review entitlements and configurations.

    The certification app shows a list of users who are members of finance groups.

    5586.png

  3. Click the certify icon 3613.png to allow the user to keep the entitlement.

  4. Click the revoke icon 3616.png to remove one of the entitlements from a user. Add a note to add to the change group membership request that will be issued when the reviewer signs off.

  5. Click the delegate icon 5587.png to delegate the review of an entitlement.

    5588.png

    1. Search for and select a user you want to make your delegate.

    2. Click Delegate.

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  6. Continue until all items have been reviewed.

  7. Click Finish to complete the review.

  8. Enter My password.

  9. Click Sign off.

    Bravura Security Fabric notifies relevant authorizers to review requests to change group membership.

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