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Active Roles 8.1.5 - 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 Glossary

Deleting a command from a Web Interface menu

By default, the Container menu includes the New Shared Folder command. This example procedure shows how to remove the New Shared Folder command from the Container menu.

To delete the New Shared Folder command from the Container menu

  1. Open your web browser and connect to the Web Interface Administration Site.

  2. On the Navigation bar, expand Customization, then click Directory Objects.

  3. In the Menu for column, click Container.

  4. In the list of commands, select the check box next to the New Shared Folder command.

  5. On the toolbar, click Delete. Then, click OK to confirm the deletion.

  6. Click Reload to publish your changes.

Adding an entry to a Web Interface form

You can add new or existing entries to a Web Interface form with the Form Editor, available in the Customization menu.

To create a new entry and add it to a form

  1. Open the form in the Form Editor. To do so, navigate to the Web Interface page that you want to configure, then click Customize.

  2. Click the tab to which you want to add the entry.

  3. On the toolbar in the Form Editor, point to Add Entry and click Create.

  4. In the Property list, click the attribute for which to add the entry, then click Next.

  5. Specify a name for the new entry, then click Finish.

  6. Click Reload to publish your changes.

NOTE: The name of an entry is the text that labels the control or group of controls on the respective Web Interface page. For example, if an entry appears as a check box on the page, the name of the entry is displayed next to the check box. If an entry appears as an edit box, the name of the entry is directly above the edit box.

A form can hold only one entry per attribute.

To add existing entries to a form

  1. Open the form in the Form Editor. To do so, navigate to the Web Interface page that you want to configure, then click Customize.

  2. Click the tab to which you want to add the entry.

  3. On the toolbar in the Form Editor, point to Add Entry and click Select.

  4. In the list of entries, select check boxes next to the names of the entries to add.

  5. Click Finish. Then, click Reload to publish your changes.

    You may need to scroll down the list of entries in order to access the Finish button.

The list for selecting an entry contains the following information about each entry:

  • Entry name: The name of the entry.

  • Managed property: The attribute or attributes that are managed by using this entry. The attributes are identified by LDAP display name.

  • Forms that use this entry: The entry is added to each of the listed forms. The forms are identified by name. Clicking the name of a form opens the form in the Form Editor.

  • Entry type: This can be one of the following:

    • Auto: An entry that was created by using the Form Editor.

    • Custom: A predefined entry that came with the Web Interface, or an entry that was created by using tools other than the Form Editor (for example, by implementing and deploying custom code).

    • Naming: An entry for managing a naming attribute, such as the name attribute. Setting a naming attribute requires some additional steps, which are not necessary with other attributes. The entries of this type are normally predefined and installed with the Web Interface.

When selecting an existing entry, consider the type of the entry. Entries of different type can have the same name and the same managed property. Since the behavior of an entry depends upon the type of the entry, selecting an entry of inappropriate type can cause incorrect results. Thus, selecting an Auto entry instead of a Custom entry will normally result in the loss of the features that the Custom entry provides in addition to, or instead of, the default features of the Auto entry. For more information, see Type of Web Interface entries.

Web Interface global settings

Customization of the Web Interface includes the global settings that control the display of the Web Interface pages for all users. There are several areas of the Web Interface site where global settings are used by default. Some of these settings can be overridden by Web Interface users, whereas the others can only be viewed or changed by administrators.

The following settings are applied for all Web Interface users and can only be changed by Active Roles administrators:

  • Logo image: Use this option to replace the default logo image with a custom logo image on the Web Interface pages (see Customizing the Web Interface logo image).

  • Web Interface site icon: Use this option to change the site icon, also known as favicon, that identifies the Web Interface site in the Web browser’s address bar (see Customizing the Web Interface site icon).

  • Logged-on user name format: View or change the property used for the presentation of the Web Interface user (see Customizing the user name to show on the Web Interface).

  • Hide path to object: Select this check box to prevent the path to the current container ts from being displayed on the Web Interface pages.

    This option may be helpful in environments where Managed Units rather than Organizational Units are used to delegate administrative tasks.

  • Color scheme: Use the options in this area to customize the appearance of the Web Interface pages by configuring a custom color scheme. You can choose from the following options:

    • Default: Applies the color scheme that is included with the Web Interface out of the box.

    • Custom: Allows you to select the base color for your custom color scheme and specify the amount of color you want on the Web Interface pages.

If the administrator changes any of the above settings, the new settings affect any user who connects to the Web Interface site after the changes are applied.

The following settings are applied for all Web Interface users by default, and can be overridden on a per-user basis (a Web Interface user can choose different settings without affecting the other users):

  • User interface language: Specifies the language of the Web Interface. This setting affects all menus, commands, and forms of the Web Interface, as well as tooltips and help text.

    NOTE: By default, the Web Interface contains only English localization. Installing the Active Roles Language Pack adds support for the following languages:

    • Chinese (Simplified and Traditional)

    • French

    • German

    • Portuguese (Brazilian and European)

    • Spanish

    For more information, see Active Roles Language Pack in the Active Roles Administration Guide.

  • Maximum number of objects to display in search results: Specifies the maximum number of objects to display in single-page lists, such as lists of search results or lists that show contents of containers. The supported value range is 1–20000, and the default value is 1000.

    TIP: Use this setting carefully, as displaying a large number of objects may negatively impact browser performance. Instead of displaying all objects, One Identity recommends using the available search and filtering options to find the objects you need.

  • Number of items to display per page in paged lists: Specifies the maximum number of list items displayed on a single page in multi-page lists. This setting affects only lists (such as approval task lists) that are divided into pages. The supported value range is 1–10000, and the default value is 20.

    TIP: Use this setting carefully, as specifying a small value may result in many pages to list through, while specifying a large value can negatively impact browser performance.

  • Number of page links to display for paged lists: Specifies the maximum number of page number links displayed for multi-page lists. This setting affects only lists (such as approval task lists) that are divided into pages. The supported value range is 1–1000, and the default value is 5.

  • Time (in minutes) for which the notification is visible: Specifies the number of minutes for which Web Interface notifications will be visible on the user interface. The supported value range is 0–43200, and the default value is 0. Keeping the default value of 0 results in notifications never disappearing.

  • Maximum number of notifications to be stored in Active Roles: Specifies the maximum number of notifications to be stored in the Active Roles database. The supported value range is 5–1000, and the default value is 1000.

  • Enable user feedback link: Select to make the Feedback button available on the upper right corner. Clicking Feedback allows Web Interface users to provide product feedback.

  • Enable Starling promotion: Select to enable Starling-related notifications.

    TIP: If your Active Roles deployment is connected to One Identity Starling, One Identity recommends enabling Starling promotion.

  • Enable Quick Search in AD LDS: Select to enable quick search for AD LDS objects. This setting is enabled by default: disabling it will result in AD LDS objects not appearing in quick search results.

  • Enable Quick Search in Azure: Select to enable quick search for Azure objects. This setting is enabled by default: disabling it will result in Azure objects not appearing in quick search results.

If the administrator changes any of the above settings, the new settings normally affect the users who connect to the Web Interface site for the first time. The changes to the global settings of this category do not affect the Web Interface users whose user profiles already contain user-specific, personal settings of the same category. For example, if a user has already selected the preferred language, changing the user interface language in Global Settings has no effect on that user.

To view or modify the global Web Interface settings

  1. Log in as an Active Roles Admin to a machine, then connect to the Web Interface site you want to customize.

  2. On the Navigation bar (on the left side of the Web Interface page), click Customization.

  3. On the Customization page, click Global Settings.

  4. Use the Global Settings page to view or modify the settings.

  5. When finished, click Save.

  6. Click Reload for your changes to take effect for all users of the Web Interface site you are customizing.

Customizing the Web Interface logo image

The Web Interface allows the administrator to customize the branding for the Web Interface sites by changing parts of the logo image that appears at the top of the Web Interface screen. The default parts of the logo image can be replaced by custom images, such as a company logo or a product logo. Separate images are used to identify the company and the product. The administrator can specify the desired image by selecting an appropriate graphic file. The supported file formats are JPEG (with .jpg or .jpeg extensions), GIF and PNG.

It is also possible to customize the hyperlinks on the parts of the logo image. Separate hyperlinks are available on the company logo and the product logo. Thus, the hyperlink on the company logo could be configured to navigate to the corporate Web site whereas the hyperlink on the product logo could open a custom page with instructions on how to use the product.

To view or modify the logo image settings

  1. Open the Web Interface site in your web browser by clicking Customization on the Navigation bar, then clicking Global Settings.

  2. In the Product logo image area, view or change the image that is used to identify the product:

    • To use a different image, click Change and select a graphic file containing the image you want.

    • To revert to the standard image, click Restore Default.
  3. In the Hyperlink on the product logo image area, view or change the address (URL) of the Web page that opens when the user clicks the product logo image:

    • To use a different address, type the address in the edit box.

    • To remove the hyperlink from the product logo image, clear the edit box.

    • To revert to the standard address, click Restore Default.

  4. In the Company logo image area, view or change the image that is used to identify the company:

    • To use a different image, click Change and select a graphic file containing the image you want.

    • To revert to the standard image, click Restore Default.

  5. In the Hyperlink on the company logo image area, view or change the address (URL) of the Web page that opens when the user clicks the company logo image:

    • To use a different address, type the address in the edit box.

    • To remove the hyperlink from the company logo image, clear the edit box.

    • To revert to the standard address, click Restore Default.

  6. Click Save.

  7. Click Reload to publish your changes.

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