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Identity Manager 9.1 - Web Designer Reference Guide

The Web Designer editor Web Designer structures and functions The Web Designer object model Working with the Web Designer Web project configuration options Customizing the Web Portal Basics of Web Designer programming Compiling and debugging Monitoring Frequent tasks in the Web Portal

Creating new projects

If properties that are defined in the web project (languages, display settings, menu structure) are going to be changed, you must make a copy of the default web project.

NOTE: This task is different to creating an object copy. For more information, see Creating object copies with the wizard.

To create a new project

  1. In the Edit menu, select the Create new project item.
  2. Enter the name of the new web project in the Identifier field.
  3. In the Template field, select a template.

    NOTE: Other projects are available to you as templates, not just the default project. You will see different menu items and workflow for use in your new project, depending on which web project you took as a template.

  4. In the option box, select the menu items or modules from the web project you selected as the template and want to use in your copy.

    The modules are still referenced from the customized web project.

    NOTE: Check the modules options in the tree selection. To add the modules to a new project, you must set the option next to the module. Simply disable or do not enable the modules you do not want to have in the web project. Use Select all/deselect all to select or deselect all modules at once.

  5. Click Next.

    Continue to add the new module. Next, the Create new project - New project view shows all changes made.

  6. Click Finished.

    Details of the new web project are displayed in the definition tree view.

  7. Click Save.

    The web project is added as a new file.

To view the new web project

  1. In the main view, select the Start page tab.
  2. Click .

    This opens Edit web application settings.

  3. In the Web project field, select the new web project.
  4. Click OK.
  5. On the start page, click Refresh preview.

    The new web project is loaded in the preview.

  6. On the start page, click Debug or Release.

    This publishes the web project.

To copy configuration settings from another project

  1. In the definition tree view, select the node containing the web project.
  2. In the Node editor view, enable the Inherit configuration settings from option.
  3. From the drop-down menu, select the web project whose configuration settings you want to copy.

To add a new menu item to web project

  1. In the definition tree view of the new web project, select the MenuStructure node.
  2. In the context menu, select Menu item.

    This adds a new subnode under Menu structure.

To hide a menu without submenu.

  1. Select the new subnode.
  2. In the Node editor view, select the Hide if no subnodes exist option.

    The menu is not displayed in the web project if it has no submenu.

Creating new modules

Use this wizard to carryout all the necessary steps to add a new module and reference it in a web project.

Enter the identifier for the new module in the first step. You can also enter a title for the new page. If you have added the identifier as well as the title, a new Label-type node is automatically added under the Form node type in the definition tree view.

A corresponding caption object is not added. A warning is output the next time the project is compiled and the caption can then be added including any translations required.

To create a new module

  1. In the Edit menu, select the Creating new modules menu item.

    This display Wizard for creating a new module.

  2. On the General module settings page, enter the following information and click Next.
    1. A name for the new module.
    2. A title for the new page.

    The general data for a module page closes and the Navigation page is displayed.

    Here, you can set whether a menu item is created for the new module or not. If this option is set, you will see more settings for defining the position of the menu item in the menu bar and its caption.

  3. On the Navigation page, configure the following settings and click Next.
    Table 48: Navigation settings for the new module
    Setting Description
    Add a menu item Adds a new menu item.
    Name

    Displays the title on a new page.

    A title is only displayed if you entered one on the first page of the wizard. You can override this title and add a caption object.

    Above the selected item

    Below the selected item

    A hierarchy level under the selected item

    Options for selecting those which specify the position of the menu item.

    With the option "A hierarchy level under the selected item" you can first select the content view in the Web Portal and then open the sub menu items by clicking on and continue selecting.

  4. On the Security page, define the group of employees who can use this menu item.

    NOTE: You can multi-select employees in the editor tree structure with the option Only for employees in specific roles. The new menu item is available in the web application to all employees that are assigned to at least one of these selected structures.

    NOTE: If the Employees matching a given filter condition option is selected, the usual SQL wizard for formulating a SQL query is started. In this case the query always refers to the Person table. Therefore, this must not be entered again.

  5. On the Security page, select one of the following options and click Next.
    • Visible to everyone

      No viewing restrictions are applied to the new menu item if this option is selected.

    • Configuration parameter

      Select this option to add a new configuration parameter. A predefined value is suggested for the key. These options are also available.

      a) Only for employees in specific roles

      b) Employees matching a given SQL query

    The visibility settings are closed. The new module is added.

  6. Close the dialog using Finish and save all the changes made to your web project by clicking in the toolbar.

    The new module is shown as a tab in the definition tree view.

Use case

You want to add a new menu item, which can only be seen by users who belong to a particular department. In this example, only the menu item of the department "Sales" should be visible. This example is described in detail in the following step-by-step instructions.

To add a new menu item, which can only be seen by certain users

  1. Work through the steps in To add a new module until you get to step 5.
  2. On the Security page, select the Configuration parameters and Employees matching a given filter condition options.
  3. Perform one of the following tasks:
    1. In the Value field, enter the following text.

      (UID_Person='%useruid%')

      AND (EXISTS

      (

      SELECT 1 FROM

      (SELECT UID_Department FROM Department WHERE DepartmentName = N'Sales') as X

      Where X.UID_Department = Person.UID_Department

      ))

    2. Open the WHERE clause wizard by clicking on and use the link Add expression to set the following properties.
      Table 49: WHERE clause wizard filter conditions
      Setting Description
      References to other objects

      Object selection in a hierarchical structure.

      Expand the hierarchy by clicking on and select the Primary department item.

      At least one record set exists / Add expression

      Link under the new condition for select an additional condition.

      Click the link and select Department item from Value comparison hierarchy.

      The following applies to the value in the Department column: The value contains equals "" Use the link "" to open a field and enter "Sales".
  4. Create the new module and click Next.

    This generates the new module and displays it as a new tab in the definition tree view.

Adding new components

You can add new components in the following ways. If you want to create a new component for an object dependent reference, you use a wizard to add the object dependent reference as well as the new component conveniently. The wizard can also help you set up column-dependent references. Both variations are described in the steps below.

To add new components using the navigation view

  1. Select Components in the navigation view.
  2. In the navigation view toolbar, click .
  3. Select .

    The new component is shown in a new tab in the definition tree view.

    NOTE: New components are automatically prefixed. You can change the name later. Input fields marked with an asterisk '*', are mandatory fields.

  4. Select the component root node in the definition tree view.
  5. Select the Node editor view for the root node and edit the predefined name.
  6. In the toolbar, click or .

    This renames the component.

  7. In the component’s definition tree view, select the Definition node.

    The selection Type is shown in the Node Editor. Use the selection to define which type of nodes the new component will have.

  8. In the Type field, select a type.

    This displays the selected node type under Definition and you can continue editing.

  9. In the definition tree view, select the new node to modify other settings.

    You can specify conditions, rules, and extensions.

To create a new component through object-dependent references.

  1. On the start page, click the Edit > Add new > Create component for object-dependent reference menu item.
  2. In the Create component for object-dependent reference dialog, click Next.
  3. On the Set display for identifier page, enter a name in the Reference name field and click Next.
  4. On the Select a reference type page, select a reference type, and click Next.

    NOTE: Depending on which reference type is marked, before you confirm with the Create component for object-dependent reference button, this reference type is preset.

  5. On the Select objects page, select one or more objects to show and click Next.
    NOTE: The nodes are grouped on the basis of the reference type's grouping column. You can select products and product groups from the AccProduct table. If you have selected the product group, its products do not have to be selected explicitly.
  6. On the Enter the component name page, enter a name for the component and click Next.

    The object-dependent reference and the component are generated.

  7. Click Finish.

    The reference and component are added and shown on a new tab.

To create a new component through column-dependent references

  1. On the start page, click the Edit > Add new > Create component for column-dependent reference menu item.
  2. In the Create component for column-dependent reference dialog, click Next.
  3. On the Enter component name page, enter a name in the Component name field and click Next.
  4. On the Select an interface page, select an interface and click Next.
  5. On the Select tables and columns page, select a table and column then click Next.

    Your settings are processed and the fitting elements are generated.

  6. Click Finish.

    The reference and component are added and shown on a new tab.

Customizing object definitions

Copy existing objects with Web Designer and customize them. Not only is there a wizard to help you here, but you can also copy the desired object directly within the definition tree view.

Extensions can be used as another way of customizing objects. For more information, see Extensions.

To create a copy of an object

  1. In the definition tree view, select an object.
  2. Click .

    This opens the Copy object dialog.

  3. the field in the Copy name* column on the Object copy properties page and overwrite the preset name.
  4. Click the field in the Description column and enter an optional description for the object.
  5. Enable the Add substitution rule for current object option and click Next.

    Your entries and settings are processed and displayed on the Processing page.

  6. Click Finish.

    The object copy is displayed in the definition tree view.

    NOTE: If you view an object in the definition tree view for which a substitution rule was defined, a header with a corresponding comment is shown above the object.

    NOTE: After an object has been assigned a substitution rule, a button is added in the Node editor view below to provide further information. Click to display the object being substituted in the definition tree view.

    NOTE: If you copied a default object, future changes to the default object are not transferred to the object copy. This will be the case after a migration, for example.

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