Previous Topic: Develop a Deployment PlanNext Topic: Deploy Identity Policies


Deploy Self-Service and Password Management

Deploy self-service tasks and password management before deploying other CA IdentityMinder features for the following reasons:

To deploy self-service tasks, you complete the following steps:

  1. Configure the self-registration task.

    This is a public task, which is enabled by default during installation. To configure this task, you add or remove fields from the default self-registration task, as needed.

  2. Deploy the Self Manager role.

    The member rule for this role should be configured to apply to all users, or should include a member rule that automatically assigns the role to new users. For example, you can create a member rule that assigns the Self Manager role to all full-time employees. When a user self-registers, CA IdentityMinder can set the employee type to full-time (by using a logical attribute handler, or business task handler). The user meets the criteria in the member rule and receives the Self Manager role automatically.

    Note: When you configure member rules for the Self Manager role, do not allow administrators to add or remove role members. Since the role is assigned automatically, there is no need for an administrator to explicitly assign the role.

To deploy password management capabilities, you complete the following steps:

  1. Configure the public password management tasks, such as the Forgotten Password task.
  2. Create password policies that determine how passwords are created and when they expire.
  3. Deploy the Password Manager role, which enables role members to reset user passwords.

Note: For information on roles, tasks, and password management, see the Administration Guide.