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Active Roles 8.2 - Web Interface Configuration Guide

Introduction to the Web Interface Deploying the Web Interface Getting started with the Web Interface Web Interface Basics Performing Management Tasks Using Approval Workflow Customizing the Web Interface
About Web Interface customization Web Interface customization terms Configuring Web Interface menus Configuring Web Interface forms Web Interface customization examples Web Interface global settings Customizing the Web Interface Navigation bar Customizing the Web Interface Home page Configuring Web Interface for enhanced security
Default Commands

Creating or modifying a Web Interface site

Deploying the Web Interface component has two main procedures:

  1. Installing the component via the Active Roles installer.

  2. Using the Active Roles Configuration Center to configure the Web Interface service.

For more information on these procedures, see Deploying the Web Interface in the Active Roles Installation Guide.

After deploying the Web Interface, you can use the Configuration Center to create new Web Interface sites, or modify the existing ones.

You can create any number of Active Roles Web Interface sites, either with each site having its own configuration, or sharing the configuration with other sites. For more information about Web Interface site configuration, see Create a Web Interface site in the Active Roles Feature Guide.

When creating Web Interface sites, you can apply the configuration of an existing Web Interface site to the newly created one. If you have the Web Interface site tailored to meet your requirements, and need to deploy its instance on another web server, this option ensures that the new Web Interface site has the same set of menus, commands and pages as the existing one.

To create or modify a Web Interface site

  1. In the Active RolesConfiguration Center, on the Dashboard page, click Web Interface > Manage Sites.

    Alternatively, on the side bar, click Web Interface.

  2. On the Web Interface page, click the applicable button:

    • To create a new site, click Create.

    • To modify an existing site, select it from the list, then click Modify.

  3. (Optional) In the Web Application step, configure the following settings:

    • IIS Web site: Specifies the IIS website containing the web application that implements the Web Interface site. The list is populated from the websites defined on the web server.

    • Alias: Specifies the alias of the web application that implements the Web Interface site. The alias defines the virtual path used in the address of the Web Interface site on the web server.

  4. (Optional) In the Configuration step, specify how to set the configuration of the new website. The website configuration contains all customizable settings of the user interface elements, such as the website menus, commands, and web page forms that appear on the Web Interface.

    • Keep the current configuration: Uses the configuration currently assigned to the site. Select this option if you do not want to assign a different configuration to the site.

      NOTE: This setting is only available when modifying an existing site.

    • Create from a template: Creates a new configuration for the Web Interface site based on a template. When selected, you must specify a unique Configuration name and must also select a Template used as a baseline for the new configuration. Active Roles contains a default template for Administration, Helpdesk and Self-Service sites.

      TIP: Select this option if you want the Web Interface site to use a separate configuration that is initially populated with the default template data and settings.

    • Use an existing configuration: Assigns an existing configuration to the Web Interface site. When selected, you must specify the desired configuration from a list of saved configurations stored by the Administration Service.

      NOTE: The list includes configurations compatible with the currently installed Active Roles version only.

    • Import from an existing configuration: Creates a new configuration for the Web Interface site by importing data from an existing configuration. When selected, you must specify a unique Configuration name for the new configuration and must also select the desired Configuration to import from the list of supported configurations stored by the Administration Service.

      NOTE: The list includes configurations compatible with the currently installed Active Roles version only.

      TIP: Select this option if you want the Web Interface site to use a separate configuration that is:

      • Populated with data imported from the configuration of an earlier Active Roles version, or

      • Copied from an existing configuration of the current Active Roles version.

    • Import from a file: Creates a new configuration for the Web Interface site by importing data from an exported configuration file. When selected, you must specify a unique Configuration name for the new configuration and must also select the File to import.

      TIP: Select this option if you want the Web Interface site to use a separate configuration that is:

      • Populated with data imported from the exported configuration file of an earlier Active Roles version.

      • Copied from an existing exported configuration file of the current Active Roles version. You can export existing configurations with the Web Interface > Export Configuration option of the Configuration Center after selecting a web site.

  5. (Optional) To commit your changes when creating or modifying a site, click Create or Modify, respectively. The Configuration Center then performs the configured changes, and will indicate the results.

After you configured a new site or modified an existing one, you can access it from your browser by using the specified web application alias in the following format:

http://<website>/<alias>

In this alias, <website> identifies the IIS website containing the web application that implements the Web Interface site, while <alias> is the alias of the web application as specified in the Configuration Center. For example, if the web application is contained in the default website, the address will be the following:

http://<computer>/<alias>

In this example, <computer> is the network name of the computer (web server) running the Web Interface.

NOTE: By default, you can connect to Web Interface sites via HTTP. To encrypt the data transferred from the web browser to the Web Interface with SSL protection provided by the web server, in the Active Roles Configuration Center, configure the Web Interface > Manage Sites > Force SSL Redirection settings.

For more information on how to enable SSL on your web server, see How to Set Up SSL on IIS 7 or later in the Microsoft Learn IIS documentation.

For more information on how to configure SSL redirection in the Active Roles Configuration Center, see Configuring the Web Interface for secure communication.

Creating or modifying a Web Interface site from an existing configuration

Once you deployed the Web Interface, you can create or modify Web Interface sites with the Configuration Center. When configuring a site, the Configuration Center lets you create, select or import a so-called configuration: a collection of settings that fully determines the menus, commands, forms and other elements of the pages provided by the Web Interface site.

For each Web Interface site, Active Roles stores the site configuration in a particular object held in the Active Roles database, and allows the configuration to be identified by that object. Configuration Center retrieves and enumerates configuration objects when it builds a list of existing configurations.

When upgrading Active Roles to a newer version, the Web Interface configuration objects are copied to the new Active Roles database. As a result, the database holds Web Interface configuration objects of an earlier version. If you want your new Web Interface sites to have the same configuration as the Web Interface sites of the earlier version, you can import the configuration objects of the previous version.

To reuse the configuration of an earlier Web Interface version

  1. On the Configuration page of the wizard for creating or modifying a Web Interface site in Configuration Center, select the Import from an existing configuration option.

  2. In Configuration name, type a name for the new configuration that will be created by importing an existing configuration, or accept the default name.

  3. From the Configuration to import list, select the name of the configuration you want to import.

    To distinguish between different configuration versions, the version number is added to the name of each configuration in the list.

TIP: As you can export Web Interface configurations to an external file, you can also reuse an existing configuration to restore the configuration of a Web Interface site from a backup.

To export the configuration of a Web Interface site to a file

  1. Open the Configuration Center.

  2. On the page for managing Web Interface sites in Configuration Center, select the desired Web Interface site, click Export Configuration, then supply the path and name of the file to which you want to export the configuration.

To import the configuration from an export file

  1. On the Configuration page of the wizard for creating or modifying a Web Interface site in Configuration Center, select the Import from a file option.

  2. In Configuration name, type a name for the new configuration that will be created by importing data from the export file, or accept the default name.

  3. From the File to import field, select the export file.

NOTE: Old Active Roles versions exported site configuration data to an export package (a collection of export files) instead of a single export file. To import configuration from such an export package, in the Configuration Center, click the Browse button next to the File to import filed, navigate to the folder containing the export package files, and select the .txt file that identifies the export package.

Deleting a Web Interface site

After deploying the Web Interface, you can use the Configuration Center to delete existing Web Interface sites.

To delete a Web Interface site

  1. In the Active Roles Configuration Center, on the Dashboard page, click Web Interface > Manage Sites.

    Alternatively, on the side bar, click Web Interface.

  2. On the Web Interface page, select an existing site from the list, then click Delete.

  3. In the Ready to Delete step, review the site data, then click Delete. The Configuration Center then performs the configured changes, and will indicate the results.

Getting started with the Web Interface

Active Roles 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 Administrator Site, providing a wide variety of administrative tasks.

  • The Helpdesk Site, providing a smaller set of tasks primarily meant to facilitate resolving trouble tickets.

  • The Self-Service Site, intended for managing personal accounts.

The Web Interface also supports localization, with the following translations available besides English:

  • Chinese (Simplified and Traditional)

  • French

  • German

  • Portuguese (Brazilian and European)

  • Spanish

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 more information on how to customize the Web Interface, see Customizing the Web Interface.

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.

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