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Identity Manager 9.1 - Configuration Guide

About this guide One Identity Manager software architecture Customizing the One Identity Manager default configuration Customizing the One Identity Manager base configuration One Identity Manager schema basics Editing the user interface
Object definitions for the user interface User interface navigation Forms for the user interface Statistics in One Identity Manager Extending the Launchpad Task definitions for the user interface Applications for configuring the user interface Icons and images for configuring the user interface Using predefined database queries
Localization in One Identity Manager Process orchestration in One Identity Manager
Mapping processes in One Identity Manager Setting up Job servers
The One Identity Manager Service functionality Tracking changes with process monitoring Conditional compilation using preprocessor conditions Scripts in One Identity Manager
Visual Basic .NET scripts usage Notes on message output Notes on using date values Tips for using Windows PowerShell scripts Using dollar ($) notation Using base objects Calling functions Pre-scripts for use in processes and process steps Using session services Using #LD-notation Script library Support for processing scripts in the Script Editor Creating and editing scripts in the Script Editor Copying scripts in the Script Editor Testing scripts in the Script Editor Testing script compilation in the Script Editor Overriding scripts Permissions for running scripts Editing and testing script code with the System Debugger Extended debugging in the Object Browser
One Identity Manager query language Reports in One Identity Manager Adding custom tables or columns to the One Identity Manager schema Web service integration One Identity Manager as SCIM 2.0 service provider Processing DBQueue tasks One Identity Manager Service configuration files

Recommendations for editing forms

  • If necessary, you can disable individual predefined forms to prevent them being shown in the user interface. They remain disabled even after schema installation.

  • The default installation of One Identity Manager already provides a series of form templates and definitions, for example for editing main data as well as many-to-many relations and object relations (Parent/ChildRelation). These can be used for easily creating your own forms.

  • To display information about a base object, you create an overview form.

    • You can do this using the Overview Form Editor in the Designer.

    • Create menu items for object relations you need to display frequently, and use these menu items as reference in the form elements of the overview form.

      TIP: You can have the Overview Form Editor create the menu items for object relations.

      • Select the object relation you want to display and drag and drop it on an element in the element area of the Overview Form Editor.

      • Use the context menu items Create list element reference or Create reference to data element.

      The menu items are entered below the InfoSheets.QIM.Links menu item with the InfoSheet.List.<table> and InfoSheet.Node.<table> labels, respectively.

      The condition for the menu items is defined as the %<table>WhereClause% variable. In the form element you assign a condition as WHERE clause to the variable.

  • Default forms can be used to customize column extensions on default tables under certain conditions.

  • To edit the main data of custom tables, use the Designer's Form Editor to create an interface form with the VI_Generic_MasterData form definition.

  • To define mappings, create additional interface forms with the MemberRelation form type.

  • Assign the forms and menu items to the application, such as the Manager program.

  • Assign the forms and menu items to the permissions groups for non role-based and role-based login.

  • If necessary, you can provide your own form templates in a form archive (*.Forms.vif).

Related topics

Editing user interface forms

User interface forms are connected to object definitions, so that different forms are offered in the user interface depending on which object is selected. These interface forms are made available to system users, taking into account their permissions group memberships, by the additional assignment of interface forms to permissions groups. Further more, interface forms can be defined for separate menu items. When the associated menu item is selected in the navigation or the item is selected in the result list, the interface forms are shown for all system users without taking their permissions group memberships into account.

Predefined configurations are maintained by the schema installation and cannot be edited apart from a few properties.

NOTE: You can disable individual predefined tasks to prevent them being shown in the user interface. They remain disabled even after schema installation.

Related topics

Tips for working with the Form Editor

Use the Form Editor to create and edit the interface forms, such as the main data forms or assignment forms. All user interface forms are displayed in the form overview.

  • Forms that are disabled by preprocessor conditions are grayed out in the form overview.

  • In the Form Editor, use F5 to refresh the form overview.

  • Forms can be displayed hierarchically or in a list. The interface forms are grouped by form template and form definition in the hierarchical representation. To change the display, select the Options > Tree/List view menu item.

  • Using the Options > Show captions menu, you can switch between the forms’ technical names and the user-friendly captions.

  • To display additional columns in the form overview, use the Options > Select columns menu.

  • Define filters to restrict the number of forms displayed in the form list. Select the menu items Define filter or Manage filters for this purpose. For more information about working with user-defined filters in the Designer, see One Identity Manager User Guide for One Identity Manager Tools User Interface.

  • Use the form preview while editing main data forms. In the Form Editor, select the View > Form preview menu item to display an additional Form preview tab.

    The form preview shows the contents of the interface form. You can see which base tables will be used to display the data. The permissions of the logged in the Designer user are taken into account when loading and displaying an interface form.

    If a form cannot be loaded, an appropriate error message is displayed.

Disabling user interface forms

If required, you can disable individual user interface forms to prevent them being shown in the user interface. Predefined user interface forms remain disabled even after the schema has been updated.

To disable a user interface form

  1. In the Designer, select the User interface > Forms > User interface forms category.

  2. Select the Edit form task.

  3. Select the user interface form in the Form Editor.

  4. In the edit view, select the Properties view.

  5. Select the User interface forms tab and set the Disabled option.

  6. Select the Database > Save to database and click Save.

In addition, user interface forms can be disabled using pre-processor conditions.

Related topics
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