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Active Roles On Demand Hosted - Web Interface User Guide

Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow

Getting Started

Active Roles (formerly known as ActiveRoles®) offers a convenient, easy-to-use, customizable Web Interface that enables authorized users to perform day-to-day administrative tasks, including user management tasks such as modifying personal data or adding users to groups. Via the Web Interface, an intranet user can connect to Active Roles using a Web browser. A user sees only the commands, directory objects, and object properties to which the user’s role provides administrative access.

By default, the Web Interface includes three different sites—the site for Administrators, the site for Help Desk, and the site for self-administration. The site for Administrators supports a rich variety of administrative tasks, while the site for Help Desk supports a simplified set of tasks to expedite the resolution of trouble tickets. The site for self-administration is indented for managing personal accounts.

The Web Interface also allows setting the user interface language according to your preferences. The language setting has effect on all menus, commands, and forms that come with the Web Interface, as well as the tool tips and help. Thus, users can work with the Web Interface in their own language.

The Web Interface delivers a reliable, comprehensive solution for users who have administrative access to Active Roles to modify commands that the Web Interface provides for without writing a single line of code, and enables such users to add and remove commands on menus, and modify command pages by adding and removing fields that display property values. For information on how to customize the Web interface, refer to the Active Roles Web Interface Administration Guide.

The Active Roles Web Interface User Guide is for individuals who are responsible for performing day-to-day administrative tasks. This document provides a brief overview of the Web Interface, and includes step-by-step instructions on how to perform administrative tasks.

The following topics describe the procedures for connecting to the Web Interface. First, configure your Web browser to display the Web Interface pages properly. Then, connect to the Web Interface. Finally, you may specify personal settings for the Web Interface.

Configuring the Web browser

There are several different Web browsers that you can use to access the Active Roles Web Interface. No matter which browser you use, it must have JavaScript and cookies enabled. JavaScript is a programming language for making Web pages interactive. Cookies are small files stored on your computer that contain information about the Web Interface.

For instructions on how to enable JavaScript and cookies in your browser, see the following topics.

Configuring Google Chrome

To access the Active Roles Web Interface, Google Chrome must have JavaScript and cookies enabled.

To enable JavaScript and cookies in Google Chrome

  1. Click the Chrome menu button on the browser toolbar, and then click Settings.
  2. On the Settings page, click Show advanced settings, and then click the Content settings button in the Privacy section.
  3. In the Content settings dialog box, do the following:
    1. Make sure that the Allow local data to be set option is selected under Cookies.
    2. Make sure that the Allow all sites to run JavaScript option is selected under JavaScript.
    3. When finished, click Done.

Configuring Mozilla Firefox

To access the Active Roles Web Interface, Firefox must have cookies enabled. You don’t need to worry about JavaScript as this option is normally enabled and, beginning with Firefox 23, cannot be disabled or re-enabled by using the Options dialog box.

To enable cookies in Mozilla Firefox

  1. Click Options on the Tools menu.
  2. In the Options dialog box, do the following:
    1. Click the Privacy button at the top of the dialog box.
    2. Make sure that the Remember history option is selected in the History area.
    3. When finished, click OK.
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