tutorial
Last modified by admin on 2026/08/27 12:13
IdStory administration tutorials
A
- Accounts - create multiple personal accounts
- Accounts - working with objects on connected systems
- Add System Account Attributes to Technical Account Report
- API - Requirements for a system to be connected
- Assign roles to accounts - Import of data from CSV (since 5.5.0)
- Assign roles to contract EAV - Import of data from CSV
- Audit
- Audit - Reading audit information
- Audit - Workflow history
- Automatic role definitions - Import all rules
- Automatic role definitions - Import of data from CSV
- Automatic roles - adding a role to the organization structure
- Automatic roles - adding role by node in structure
- Automatic roles - adding roles by attribute value
- Automatic roles on tree nodes - import data from CSV
B
C
- CAS Rebranding
- CentOS 8 installation for IdM
- Check Orphaned References (Long Running Task)
- Check Role Assignment on Contract
- Check Role Assignment on Target System Account
- Check Technical Accounts Assigned to a Role You Guarantee
- Compliance module [comp] - Create your first compliance campaign
- Configuration - CzechIdM configuration in GUI and config files
- Configuration of WinRM
- Configure and use new identity projection
- Connector: Uploading a new version of a connector (Workaround)
- Contract - Creating/editing
- Copying assigned roles
- Create automatic roles by tree structure, based on user's roles
- Create evaluator with restrictions on one entity
- CSV Connector - how to synchronize identities
- CzechIdM database maintenance
G
H
- How a Manager Can Get Permission to View Technical Accounts Guaranteed by Their Subordinate
- How a Manager Gains Access to View a Subordinate’s Account
- How a Role Guarantor Adds Their Guaranteed Role to Technical Accounts
- How a Role Guarantor Can Remove the Role They Guarantee from a Technical Account
- How a Role Guarantor Obtains Access to View Technical Accounts with Their Guaranteed Role
- How to Gain Rights to View Role Requests for a Technical Account You Guarantee
- How to set a PostgreSQL as a primary DB instead of H2
- How to set up approval process for technical accounts
- How to View Role Requests for Technical Accounts Guaranteed by Your Subordinate
I
M
- Module - Privileged Accounts Management
- Module - Recertification
- Module - Technical Accounts
- Modules - Certificates: - Scheduled tasks, notifications and automatic certificate renew, generating or revocation
- Modules - Certificates: Approving certificate request
- Modules - Certificates: Basics
- Modules - Extras: Workflows for approval of role assignment
- Modules - OpenAM: installation and configuration
- Modules - pwd-reset: How to reset forgotten password?
- Modules - reg: How to register to CzechIdM?
- Modules - SCIM: module installation
- Modules - sms: Configurations
- Modules - vs: VS account lifecycle and module configuration
- MsSQL: Run CzechIdM with MsSQL database
N
- Notification - expired managers, missing managers, soon expiring managers
- Notification - set a notification when an extended attribute changes
- Notification - the change of identity's contract
- Notification - the end of identity's last contract
- Notification - the start of identity's contract
- Notifications - Configure standard notifications
- Notifications - Creating and configuring topics
P
- Password provisioning
- Passwords - policies and their configuration
- Permission - How to allow users editing of some EAVs
- Permissions setting for a role
- Personalize localization
- Provisioning - how to force provisioning for roles
- Provisioning - role and queue configuration
- Provisioning brake - create and configure
R
- Report - Compare values in IdM to system (CzechIdM 12 or higher)
- Report - Compare values in IdM to system (extras, before CzechIdM 12)
- Report - Extended attribute report for Identity
- Reports module [rpt] - Creating a new report (identities and roles)
- Role - Creating/editing
- Role assignment - approval process configuration
- Role assignment - changing roles of users manually
- Role assignment - configuring notifications
- Role assignment - restrict assignable roles by role catalogues (for IdM 13.3.1+ and 14.2.2+)
- Role catalog - folder management
- Roles - Import of data from CSV
- Roles - Import of data from CSV (v16)
S
- Scheduled task for automatic role(s) recalculation
- Server preparation - Backup and Recovery
- Server preparation - Linux - CentOS8
- Server preparation - Server monitoring
- Server preparation - Windows
- Server updates - Apache Tomcat updates
- Server updates - OS updates
- Sign-in: A temporary block after X unsuccessful login attempts
- SSO - configuring tips for Windows
- SSO to AD domain
- Status task - How to prepare the task
- Structure - Set notification when new tree node is created
- Synchronization - generic system synchronization configuration
- Systems - AD: Create LDIF backup
- Systems - AD: Groups synchronization
- Systems - AD: Manage groups membership in multi domain (cross domain) AD environment
- Systems - AD: Manage Organizational structure
- Systems - AD: Manage users
- Systems - AD: Manage users - Wizard
- Systems - AD: Remove group membership when the contract is excluded
- Systems - CSV file: users contracts synchronization
- Systems - CSV file: users contracts synchronization via wizard
- Systems - CSV: Source of identities
- Systems - CSV: Source of identities via wizard
- Systems - DB: Roles provisioning
- Systems - DB: Source of identities
- Systems - DB: TreeNodes (org. structure) provisioning
- Systems - DB: TreeNodes (org. structure) synchronization
- Systems - DB: Users' contracts synchronization
- Systems - Exchange: accounts management
- Systems - Export of accounts to CSV file
- Systems - Home Directory
- Systems - How to connect generic system
- Systems - identifier chaos/mismatch/uppercase
- Systems - Import of data from CSV
- Systems - LDAP: Manage users
- Systems - Ldap: Roles provisioning
- Systems - MS AD and MS Exchange: Management of Distribution Groups
- Systems - office 365: Manage user licenses
- Systems - Salesforce: Manage users
- Systems - Simple: rest api connector
- Systems - SSH: Manage users
- Systems - VEMA: Synchronization
T
- Task Scheduler - create and configure a trigger
- Task Scheduler - planning a task and configuration
- Technical account - synchronization
- Technical accounts - Create a new technical account
- The CAW driver
- Transformation scripts - how to write a script
- Transformation scripts - library and usage
- Tree structures - Working with a structure and its nodes