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Active Roles 8.2.1 - Feature Guide

Introduction About Active Roles
Main Active Roles features Technical overview of Active Roles
About presentation components Overview of service components About network data sources About security and administration elements About Active Directory security management Customization using ADSI Provider and script policies About dynamic groups About workflows Operation in multi-forest environments
Examples of use
Administrative rules and roles
About Managed Units About Access Templates About Access Rules About rule-based autoprovisioning and deprovisioning
Configuring and administering Active Roles Overview of Active Roles Synchronization Service Support for AWS Managed Microsoft AD FIPS compliance LSA protection support STIG compliance

About the Web Interface Summary pane

The Summary pane provides information about the selected object under the Object list. The information shown on the pane includes the commonly used properties of the object, and depends on the object type.

For example, user properties provide more detailed information about a user account, such as the login name, email address, description, job title, department, expiration date, and the date and time when the account was last changed.

TIP: If you do not see the Summary pane, click the area below the Object list.

About the Web Interface Personal views

Personal views provide a filter-based object list, with the objects either belonging to the same container, or to the same search query. When searching a container (such as an OU), you can filter the search using either via search conditions or filter conditions as you need, then save the resulting search or filter query as your Personal view.

The Personal view shows the list of objects that match your specified conditions, with the specified list sorting order and set of list columns. Personal views are stored on a per-user basis, so each user can have their own views.

Using Personal views

To locate directory objects, the Active Roles Web Interface lets you use search or filter queries. When creating a query, you specify a set of rules that determine the contents of the resulting Object list. You can, for instance, specify to list only user accounts from a specific OU. In addition, you can adjust the set of columns and the sort order in the list of search or filtering results.

Locating objects quickly and easily is a critical Web Interface feature, as you need to focus your attention only on the objects you actually need to manage. However, creating a search or filter query that displays the objects you are interested in for a particular task can be time-consuming.

Personal views provide a way for you to save that work. Once you created a query that shows just the objects you need, you can set a name for the query and save it for use later. That saved query is a Personal view. Each view saves the following settings that you specify:

  • The container to search or filter.

  • The search or filtering criteria.

  • The set of columns and the sort order in the list of search or filtering results.

Creating a Personal view

Personal views are like search or filter queries that you named and saved. After creating a Personal view, you can reuse it without re-creating its underlying search or filter query. To reuse a personal view, click the name of the view on the Views tab in the Browse pane. The Web Interface then applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order with which you created the view.

To create a personal view

  1. Configure and perform a search, or create a filtered list of objects.

  2. On the left side of the Toolbar, click Menu, then click Save current view.

  3. In the dialog that appears, specify a name for the Personal view, then click Save.

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