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Identity Manager 9.1 - User Guide for One Identity Manager Tools User Interface

About this guide One Identity Manager tools user interface
The user interface layout Using the help in the Manager Status bar information in the Manager Current user Menu items in the Manager Views in the Manager Manager program settings Reloading changes to the user interface Detailed information about the user interface Limiting list entries using the list limit Limiting list sizes using simple filters Searching for list entries User-defined filters in the Manager Database search in the Manager Displaying extended properties for objects Multiple object edit in the Manager Committing data on change conflicts
Working with the Designer

Features in the favorites list

Links to frequently visited objects are stored in the favorites list in the Manager.

Figure 5: Favorites list in the Manager

To copy an entry to the favorites in the Manager

  • In the Manager, select the entry and select the Add to favorites context menu.

To delete an entry from the favorites in the Manager

  • In the Manager, select the entry and select the Remove from favorites context menu.

The favorites list has its own toolbar and context menu.

Table 17: Meaning of entries in the special toolbar in the Manager
Icon Meaning

Sort your favorites alphabetically.

Sort your favorites by object type.

Delete all favorites.

Delete selected favorites.

Table 18: Entries in the context menu of the favorites list in the Manager
Context Menu Item Meaning

Open on new tab

The object is opened in a new form in the document view.

Search

The system looks for objects in the favorites list.

Remove selected favorites

The selected favorites are removed from the favorites list.

Tasks

A submenu shows all the tasks that are available for the selected object. Select one of the tasks to open the relevant form.

Properties

Show other properties of the active object. This menu item is only available in expert mode.

Related topics

Features of the document view

When you select an object in the result list, the first available form is displayed in document view. As a minimum, the following forms are displayed for each editable object:

  • Overview form

    This form is used only to display selected data for an object.

  • Main data form

    Use this form to change the object data.

Every form has a form tab bar that displays the selected object according to a set display template. For objects that were marked as pending during a synchronization, the display template is provided with the [Outstanding] ID.

Every form has a context menu with form-specific entries. In expert mode, you can use the Properties entry in the form context menu to view additional object properties and the permissions.

Figure 6: Form in the Manager

To open the forms for an object:

  • When you select an object on the result list, the first form always opens (usually the overview form).

  • From the result list, select single objects one after the other to update the opened form in the document view. Only one form is open at a time.

  • To open other forms, select the task from the task view or from the form's context menu.

To display multiple forms in the document view:

  • Use Alt + Click or the Open on new tab context menu to open the objects.

    This means that you can quickly switch between objects without having to reload the object from the list again. The forms stay open when you switch between categories.

To close the forms:

  • From the menu, select the View > Close active document or the View > Close all documents menu item.

By default, an object‘s overview form is displayed first. You can, however, configure the program to show the edit form for the object first, which allows faster editing.

To enable quick edit mode:

  • In the Manager, use the icon in the result list.

    It is only possible to quick edit the selected object.

  • Select the View > Enable quick edit mode menu item.

    Restart the program to enable quick edit mode.

  • From the Database > Settings menu item, select the Enable quick edit mode program setting.

    Quick edit mode remains enabled even if you restart the program.

The status bar in the Manager also shows the following information when you open a form:

  • The definition of the current object

  • The name of the activated form in the following format: <logical form> [(<physical form>)]

TIP: Double-click the name in the status bar to copy the object definition and the form name to the clipboard.

The forms use different controls and functions.

Related topics

Overview form

Form elements are used to present the information on the overview forms.

Figure 7: Example of elements in an overview form

The display text of the menu item, the display text for the objects to be shown and the menu item icon are displayed in the header of a form element. Other data represents the object properties and values. There is a tooltip for each property showing a description for use. Some form element entries are highlighted in color when you click on them with the mouse. Then you can click on the entry to switch to the referenced object.

If the form element is used for mapping lists, the items are displayed with their names. The number of items is shown in the form element header. There is also an icon in the form element header for showing and hiding the items. A tooltip is also shown for the list items.

Table 19: Form element icon
Icon Meaning

Show list items.

Hide list items.

NOTE: Objects marked for deletion and outstanding objects are struck through on the overview form.

Input field

Input fields are used to edit strings, numbers, and dates. A default context menu is available for input fields. Mandatory input fields are marked with a triangle . Whether an input field is required or not depends on the minimum column length defined in the model tables. Other required fields are defined in the customizers.

Figure 8: Input field with required field

TIP: You can use the Ctrl + Alt + Enter key combination to enlarge the input fields for entering multiline texts.

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