<div dir="ltr">Hello,<div>We have provided the following information in a similar question from another contact. Hope this helps (I know its a long response, but I've tried to explain the manual resource / case process well):</div><div><br></div><div><div style="color:rgb(33,33,33);font-size:13px">The MidPoint Cases UI is a combination of pages allowing administrators to view, close, and audit cases both created automatically using manual/semi-manual resource connectors, and those created manually by the user. </div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px">A quick overview of cases and case work items:</div><div style="color:rgb(33,33,33);font-size:13px">A case is a task that needs to be completed associated with a particular resource, and most often, a change to a resource account (shadow). A case is assigned to users through "case work items". A case can have any number of case work items. Each case work item is assigned to a single user. Closing any case work item closes the entire case.</div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px">To view the Cases UI, simply add the appropriate authorizations for the user roles needing access. Here are some common authorizations:</div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px">UI Authorization Actions</div><div style="color:rgb(33,33,33);font-size:13px">- <a href="http://midpoint.evolveum.com/xml/ns/public/security/authorization-ui-3#caseWorkItemsAll" target="_blank">http://midpoint.evolveum.com/xml/ns/public/security/authorization-ui-3#caseWorkItemsAll</a> - enables the "All case work items" page showing all case work items assigned to any user.<br></div><div style="color:rgb(33,33,33);font-size:13px">- <a href="http://midpoint.evolveum.com/xml/ns/public/security/authorization-ui-3#caseWorkItemsAllocatedToMe" target="_blank">http://midpoint.evolveum.com/xml/ns/public/security/authorization-ui-3#caseWorkItemsAllocatedToMe</a> - enables the "My case work items" page showing all case work items assigned to the logged in user.<br></div><div style="color:rgb(33,33,33);font-size:13px">- <a href="http://midpoint.evolveum.com/xml/ns/public/security/authorization-ui-3#caseWorkItem" target="_blank">http://midpoint.evolveum.com/xml/ns/public/security/authorization-ui-3#caseWorkItem</a> - allows access to create a case page<br></div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px">Model Authorization Actions</div><div style="color:rgb(33,33,33);font-size:13px">- <a href="http://midpoint.evolveum.com/xml/ns/public/security/authorization-model-3#readAllWorkItems" target="_blank">http://midpoint.evolveum.com/xml/ns/public/security/authorization-model-3#readAllWorkItems</a> - used in conjunction with object type `CaseWorkItemType`, allows reading all case work items<br></div><div style="color:rgb(33,33,33);font-size:13px">- Standard model actions in conjunction with object type `CaseType` to allow read/modify/etc access on Cases</div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px">Once the appropriate authorizations are present, the Cases UI will be accessible from the menu</div><div style="color:rgb(33,33,33);font-size:13px">Work Items -> All Cases - All Case objects</div><div style="color:rgb(33,33,33);font-size:13px">Work Items -> My Cases - All case objects assigned to logged in user</div><div style="color:rgb(33,33,33);font-size:13px">Work Items -> All Case Work Items - all case work items, filterable by resource, actor (assignee), and case state (open/closed)</div><div style="color:rgb(33,33,33);font-size:13px">Work Items -> My Case Work Items - all case work items assigned to the logged in user</div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px">Clicking on the case work item "description" in the table will display a page showing detailed information about the case and case work item, such as assignee, timestamps, change deltas, etc. This page also offers the ability to "close" the case with option to add a comment or upload a file for evidence (useful for purely manual resources where midPoint has no way of accurately knowing the result of a change on an external system, provides evidence for auditing purposes).</div><div style="color:rgb(33,33,33);font-size:13px"><br></div><div style="color:rgb(33,33,33);font-size:13px"><div>Cases are automatically generated by midPoint for manual and semi-manual resources when their respective resource accounts (shadows) change (account details such as first/last name, or entitlements such as permission/roles).</div><div><br></div><div>For this to happen, a resource must be configured with the connector type `ManualConnector`. Additionally, another connector may be specified as an `additionalConnnector` for semi-manual resources (see <a href="https://wiki.evolveum.com/display/midPoint/Manual+Resource+Configuration#ManualResourceConfiguration-Semi-ManualResources" target="_blank">https://wiki.evolveum.com/display/midPoint/Manual+Resource+Configuration#ManualResourceConfiguration-Semi-ManualResources</a>)</div><div>To specify users that should be assigned to the automatically generated cases, you must add business operators to the resource. See the example here: <a href="https://github.com/Evolveum/midpoint/blob/master/provisioning/provisioning-impl/src/test/resources/manual/resource-manual.xml" target="_blank">https://github.com/Evolveum/midpoint/blob/master/provisioning/provisioning-impl/src/test/resources/manual/resource-manual.xml</a></div><div>(Note that `operatorRef`s can include a specific user OID, or a filter can be used to select a user based on attributes, such as username.</div><div><br></div><div>Additionally, if you would like email notifications, the `simpleCaseManagementNotifier` can be configured in the system configuration. (I don't believe Evolveum has any documentation on this yet either, but it operates similar to the other notifiers. Here is a link to the class: <a href="https://github.com/Evolveum/midpoint/blob/master/model/notifications-impl/src/main/java/com/evolveum/midpoint/notifications/impl/notifiers/SimpleCaseManagementNotifier.java" target="_blank">https://github.com/Evolveum/midpoint/blob/master/model/notifications-impl/src/main/java/com/evolveum/midpoint/notifications/impl/notifiers/SimpleCaseManagementNotifier.java</a>)</div><div><br></div><div>As you mentioned, there is also the option to use ITSM plugin instead of the internal midPoint case management functionality.</div><div><br></div><div>- Brandon</div></div><br><div class="gmail_quote"><div dir="ltr">On Wed, Sep 5, 2018 at 3:24 AM Radovan Semancik <<a href="mailto:radovan.semancik@evolveum.com">radovan.semancik@evolveum.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div text="#000000" bgcolor="#FFFFFF">
<div class="m_-4798854064500959342moz-cite-prefix">Hi,<br>
<br>
Manual connectors are quite an interesting functionality of
midPoint. However, it was created in small parts. It was never a
completely funded work. As mostly unfunded work we have focused on
the code. The code is solid, and in fact it recently went over a
significant consolidation and cleanup as part of Galileo
development. However, the documentation leaves much to be desired.
We have made significant investment to manual connector
functionality during last few years. And unfortunately, we do not
have any more resources to invest even more funds in the
documentation.<br>
<br>
Therefore I can only recommend the options that I'm recommending
all the time (with a little twist):<br>
<br>
1) Get midPoint subscription. Ideally platform subscription.
Income from the subscription can be used to improve documentation.<br>
<br>
2) Sponsor the work on midPoint book:<br>
<a class="m_-4798854064500959342moz-txt-link-freetext" href="https://evolveum.com/midpoint/midpoint-guide-about-practical-identity-management/" target="_blank">https://evolveum.com/midpoint/midpoint-guide-about-practical-identity-management/</a><br>
The book was praised by many people. However, Evolveum has been
the only sponsor of this effort so far. It was quite an effort
already. But there is still too many things to write down. And the
book is not going to write itself. I can do it. In fact, I would
absolutely love to do it. But further work on the book needs
funding.<br>
<br>
3) Source code is available. You can read through the code and
contribute the documentation.<br>
<br>
I know that this answer does not help much. But asking questions
without contributing anything back is not going to help the
project either.</div></div><div text="#000000" bgcolor="#FFFFFF"><div class="m_-4798854064500959342moz-cite-prefix"><br>
<br>
<pre class="m_-4798854064500959342moz-signature" cols="72">--
Radovan Semancik
Software Architect
<a href="http://evolveum.com" target="_blank">evolveum.com</a></pre></div></div><div text="#000000" bgcolor="#FFFFFF"><div class="m_-4798854064500959342moz-cite-prefix">
<br>
<br>
On 09/04/2018 04:16 AM, Alexandre Zia wrote:<br>
</div></div><div text="#000000" bgcolor="#FFFFFF">
<blockquote type="cite">
<div dir="ltr">
<div dir="ltr">Hi all,<br>
<br>
I'm Having a hard time trying to understand how manual
connector actually works.<br>
I've tried several approaches, but always end up with some
<br>
"collateral effects"<br>
I've read all I could find about manual resources, MP
Confluence, mailing list, <br>
provisioned all the examples, tried several different
configs, but the fact<br>
is that there is no comprehensive explanation on how manual
resources works <br>
So I'm asking for help here at least to check if I'm doing
something terrible wrong<br>
<br>
1. Pure manual connector:<br>
<br>
- Created Role to induce account creation works fine,<br>
<br>
- Upon role assignment the resulting operation it creates a
shadow for the <br>
account in the connector, however the assignment operation
never completes, <br>
stays in IN_PROGRESS forever and the shadows keeps
pendingOperations and <br>
there is no way to get rid of them.<br>
<br>
- Upon role unassignment the role is unassigned but the
projection in the <br>
resource (shadow) is not removed, stays there forever until
we manually <br>
delete the shadow and run a reconciliation<br>
<br>
2. Semi manual with CSV connector as additionalConnector:<br>
<br>
- Same as above, except:<br>
<br>
- I can see the accounts appearing in resource <br>
(Accounts tab in resource, searching in the resource
side)<br>
when the accounts appears in the CSV, but seems to do
nothing<br>
regarding the shadow.<br>
<br>
- when unassigning the role, same thing, when the
account vanishes from CSV<br>
nothing happens to the shadow and the projection
remains<br>
<br>
I have also created a Shadow Refresh Task, and it even reports
that is processing the shadows, but nothing changes actually.<br>
<br>
Other thing we are trying to do here is how to notify
operator when he needs <br>
to manually create or delete the accounts?<br>
We have created an extra approval named something like:
"Wait for the <br>
operator to create the account" but again there is room for
improvement here:<br>
- We have approvers assigned to the role and an approval
stage <br>
- So we have added operators as "owners" and filtering the
"wait for the <br>
operator" approval by the "owner" but this is not working
properly.<br>
<br>
Can someone share a bit about the subject?<br>
What is the best approach to work with manual connectors?<br>
<br>
If we setup an ITSM plugin (we use Jira here) will it work
as expected?<br>
By expected I mean will the assignments and unassignments
work properly?<br>
The projections will be deleted upon unassignments?<br>
ITSM plugin is the right way to notify operators?<br>
<br>
<br>
Thanks for reading the entire email, I know it's huge ;)<br>
<br>
Regards,<br>
Alexandre<br>
<br>
<br>
<br>
<br>
<br>
</div>
</div>
<br>
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<br>
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</pre>
</blockquote>
<br>
<br>
<pre class="m_-4798854064500959342moz-signature" cols="72"></pre>
</div>
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</blockquote></div></div></div>-- <br><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div>Brandon Powers</div><div><div>Exclamation Labs</div><div>300 Washington Street</div><div>Cumberland, MD 21502</div><div><a>888.545.5008</a> or <a>301.722.5008 ext 144</a></div><div>fax <a>301.722.2183</a></div><div><a>brandon@exclamationlabs.com</a></div><div><a>www.exclamationlabs.com</a></div></div></div></div>