Use this API to implement certification campaign functionality. With this functionality in place, administrators can create, customize, and manage certification campaigns for their organizations' use. Certification campaigns provide IdentityNow (IDN) users with an interactive review process they can use to identify and verify access to systems. Campaigns help organizations reduce risk of inappropriate access and satisfy audit requirements.
A certification refers to IDN's mechanism for reviewing a user's access to entitlements (sets of permissions) and approving or removing that access. These certifications serve as a way of showing that a user's access has been reviewed and approved. Multiple certifications by different reviewers are often required to approve a user's access. A set of multiple certifications is called a certification campaign.
For example, an organization may use a Manager Certification campaign as a way of showing that a user's access has been reviewed and approved by multiple managers. Once this campaign has been completed, IDN would provision all the access the user needs, nothing more.
IDN provides two simple campaign types users can create without using search queries, Manager and Source Owner campaigns:
You can create these types of campaigns without using any search queries in IDN:
ManagerCampaign: IDN provides this campaign type as a way to ensure that an identity's access is certified by their managers. You only need to provide a name and description to create one.
Source Owner Campaign: IDN provides this campaign type as a way to ensure that an identity's access to a source is certified by its source owners. You only need to provide a name and description to create one. You can specify the sources whose owners you want involved or just run it across all sources.
For more information about these campaign types, refer to Starting a Manager or Source Owner Campaign.
One useful way to create certification campaigns in IDN is to use a specific search and then run a campaign on the results returned by that search. This allows you to be much more specific about whom you are certifying in your campaigns and what access you are certifying in your campaigns. For example, you can search for all identities who are managed by "Amanda.Ross" and also have the access to the "Accounting" role and then run a certification campaign based on that search to ensure that the returned identities are appropriately certified.
You can use IDN search queries to create these types of campaigns:
Identities: Use this campaign type to review and revoke access items for specific identities. You can either build a search query and create a campaign certifying all identities returned by that query, or you can search for individual identities and add those identities to the certification campaign.
Access Items: Use this campaign type to review and revoke a set of roles, access profiles, or entitlements from the identities that have them. You can either build a search query and create a campaign certifying all access items returned by that query, or you can search for individual access items and add those items to the certification campaign.
Role Composition: Use this campaign type to review a role's composition, including its title, description, and membership criteria. You can either build a search query and create a campaign certifying all roles returned by that query, or you can search for individual roles and add those roles to the certification campaign.
Uncorrelated Accounts: Use this campaign type to certify source accounts that aren't linked to an authoritative identity in IDN. You can use this campaign type to view all the uncorrelated accounts for a source and certify them.
For more information about search-based campaigns, refer to Starting a Campaign from Search.
Once you have generated your campaign, it becomes available for preview. An administrator can review the campaign and make changes, or if it's ready and accurate, activate it.
Once the campaign is active, organization administrators or certification administrators can designate other IDN users as certification reviewers. Those reviewers can view any of the certifications they either need to review (active) or have already reviewed (completed).
When a certification campaign is in progress, certification reviewers see the listed active certifications whose involved identities they can review. Reviewers can then make decisions to grant or revoke access, as well as reassign the ceritifcation to another reviewer. If the reviewer chooses this option, they must provide a reason for reassignment in the form of a comment.
Once a reviewer has made decisions on all the certification's involved access items, he or she must "Sign Off" to complete the review process. Doing so converts the certification into read-only status, preventing any further changes to the review decisions and deleting the work item (task) from the reviewer's list of work items.
Once all the reviewers have signed off, the certification campaign either completes or, if any reviewers decided to revoke access for any of the involved identities, it moves into a remediation phase. In the remediation phase, identities' entitlements are altered to remove any entitlements marked for revocation. In this situation, the certification campaign completes once all the remediation requests are completed.
The end of a certification campaign is determined by its deadline, its completion status, or by an administrator's decision.
For more information about certifications and certification campaigns, refer to Certifications.
📄️ Create a campaign
Create a campaign
📄️ Get a campaign
Get a campaign