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How to Create a Custom Admin Task

An admin task is an administrative function that a user can perform in CA Identity Manager. Examples of admin tasks include Create User, Modify Group, and View Role Membership.

CA Identity Manager includes default admin tasks that you can modify to suit your business needs.

When you create a custom admin task, you complete the following steps:

Note: The section Active Directory Prerequisites includes additional considerations if CA Identity Manager is managing an Active Directory user store.

  1. In the CA Identity Manager User Console, select Roles and Tasks, Admin Tasks, Create Admin Task.

    CA Identity Manager asks if you want to create a new task or create a task based on an existing task.

    For example, select the Modify User task as the basis of the new task.

  2. Select Create a Copy of an Existing Task, and search for the task to copy.

    Note: We recommend modifying the copy of a default task, instead of modifying the default task directly.

  3. Once you select Ok, you see a screen with the following six tabs:

Tab

Purpose

See this Topic

Profile

Define the profile of the task being created

Define the Profile of the Task

Search

Limit the range of objects that are managed by the task

Define the Task Scope

Tabs

Choose and design the tabs for the task

Choose Tabs for the Task

Fields

Show the fields used on all tabs

View Fields in the Task

Events

Select a workflow process for each event if the CA Identity Manager environment and the task uses workflow

Assign Workflow Processes for Events

Role Use

Displays the roles that include the task that you are modifying or viewing

View Role Use

Note: For more information about creating custom admin tasks, see the User Console Design Guide.