After modifying Account Template, the Endpoint In the approval process and View Submitted Tasks is not displayed
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After modifying Account Template, the Endpoint In the approval process and View Submitted Tasks is not displayed

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Article ID: 244425

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Updated On:

Products

CA Identity Suite CA Identity Manager

Issue/Introduction

After modifying an Account Template and change the Endpoints, adding or removing, this information is not displayed in the View Submitted Task and in the Approval Process (Workflow)

Environment

Identity Manager 14.x

Cause

This problem happens because it is missing the tag <Tab tag="Endpoint" tabdefinition="EndpointRelationship">

Resolution

Below are the steps to add the missing tag

1. From the Identity Manager Management Console, export the "Roles and Tasks Settings"

2. Search for the Admin Task Account Template you are using to modify the Endpoints, in this article we are using the "SDK DYN Compound" endpoint

3. Inside of <Ims Task name="..."> search for the tag "tabdefinition="EndpointRelationship">"

4. Copy this tag, you will need to paste it into the Approve task you have configured in your workflow process

 

5. Search for the Approve admin task you have configured in your workflow

 

6. Take a look at the tag and you will not see a tag with "tabdefinition="EndpointRelationship">"

7. Paste the tag from step 4 inside the "<ImsTask name="Approve..."

8. Change the tag from XXXXAccountTemplateEndpoints to tag="Endpoint"

9. In the same tag, change the "ManageMembers" from 1 to 0, this is to avoid the user changing the Endpoints during the approval process

10. Below is the tag after the last modifications

11. Import the XML file using the Identity Manager Management Console

12. Restart Identity Manager as requested.

 

Note: To avoid importing the whole "<YourEnvName>-RoleDefinitions.xml" file you can copy the Approve task from step 5 into a new file

You must copy the first lines of your RoleDefinitions at the beginning of the file and add the "</ims:ImsTemplate>" to the end of the file

 

 

Additional Information

Attached are the XML files from the "Approve SDK DYN Compound Account Template" tasks before and after the changes.

Attachments

1655906660293__ApproveSDKDYNCompoundAccountTemplate-BeforeChanging.xml get_app
1655906611496__ApproveSDKDYNCompoundAccountTemplate-AfterChanging.xml get_app