Viewing and Cloning Accounts

Accounts are used to run all services across your network. ALM helps to managed those accounts.

Click Home in the left navigation bar to view all accounts currently managed by ALM.

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Viewing the Account Summary

Managed accounts can be viewed as cards or viewed as a list, using the Viewing Mode icons. When viewing a card, click the down arrow on a card to expand the card and view its summary fields. When viewing an account in list mode, column headers represent summary fields.

The following summary fields are provided for each account.

Indicates the state of an account. Status indicators that may appear include: Deleted, Active, Expired, or Review Submitted, as well as Retrying.
Failure indicators that may appear may include account actions such as expiring, enabling, or when disabling has failed, as well as if a renewal was rejected.
Field Description
Name The title used to identify the account in the user interface.
Status Indicates the state of an account. Status indicators that may appear include: Deleted, Active, Expired, or Review Submitted, as well as Retrying. Failure indicators that may appear may include account actions such as expiring, enabling, or when disabling has failed, as well as if a renewal was rejected.
Review The date the account is eligible for review as defined on the Workflow Template. The default is 15 days prior to the end of lifecycle date (expiration on). See End-of-Lifecycle Account Disposition Logic.
End of Lifecycle Action The disposition defined for the account at its end of lifecycle. See End-of-Lifecycle Account Disposition Logic.
Workflow The name of the Workflow Template assigned to the account. Refer to Building Workflow Templates for information regarding Workflow Templates.
Expires The date when the account reaches its end of lifecycle and will be moved to the disposition defined by the end of lifecycle action.
Life Duration The length of time that the workflow is actionable.
Description The purpose, objective, and any descriptors that identify the account.

Viewing Account Details

In either Card mode or List mode, click the name of the account to access account details. The associated Account page is displayed.

The tabs on the Account page access the following details regarding the account:

Certain fields in the account details are editable, indicated by an Edit link, when available.

  • General
  • Configuration
  • Lifecycle
  • Remote Account
  • Management
  • History

Cloning a New Account

When viewing account details, the Actions drop-down provides a Clone as a New Request option. Click Clone as a New Request to automatically recreate a request for a new account using the metadata from the current account. Refer to Viewing and Creating Requests.