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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

Sorting and filtering the list of objects

The Web Interface allows you to set a sort order and apply a filter in the list of objects.

To sort the list of objects by name

  1. Open the list of objects.

  2. Click the Name column heading once or twice to sort the list by object name in ascending or descending order. An arrow in the column heading indicates the sort order.

You can also sort the list by other columns. Click a column heading to change the sort order. For instructions on how to add or remove columns, see Adding or removing columns from the list of objects.

To filter the list of objects

You can filter lists either by naming properties or other properties:

  • To filter the list by naming properties, type in the Filter field on the Toolbar, then press Enter or click the button next to the Filter field. As a result, the list includes only the objects whose naming properties match what you typed. The naming properties include name, first name, last name, display name, and login name.

  • To filter the list by other properties, click the button on the right side of the Toolbar to expand the Toolbar, click Add criteria, choose the properties by which you want to filter, click Add, then configure the criteria as appropriate. When finished, press Enter or click the button next to the Filter field on the Toolbar. As a result, the list includes only the objects that match the criteria you configured.

After you applied a filter, the list includes only the objects that match the filter. For example, you can type a few characters in the Filter field on the Toolbar, then press Enter to view only the objects whose name starts with the characters you typed.

To remove the filter and restore the original list of objects

Depending on whether you specified any criteria, perform the applicable step:

  • If you did not add any criteria, clear the Filter field on the Toolbar, then press Enter.

  • If you specified any criteria, expand the Toolbar, click Clear all, then press Enter.

Adding or removing columns from the list of objects

You can customize the list of objects by adding or removing list columns. Each column is intended to display a certain property of objects in the list, and can be used to set a sort order.

To add or remove list columns

  1. Click the Menu button on the left side of the Toolbar, then click Choose columns.

  2. To add a column for a certain property, click the name of the property in the Hidden columns list, then click the right arrow button to move the property to the Displayed columns list.

  3. To remove a column for a certain property, click the name of the property in the Displayed columns list, then click the left arrow button to move the property to the Hidden columns list.

You can reorder list columns by moving list items up and down in the Displayed columns list. To do so, click the name of the property in the list, then click the up arrow button or the down arrow button next to the list.

Locating directory objects

The Web Interface provides search and filtering tools to help you locate directory objects quickly and easily. By creating and applying an appropriate search or filter query, you can build shorter lists of objects, which makes it easier to select the objects needed to accomplish your administrative tasks.

You can also save search and filter queries as your personal views, and use them again at a later time. 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.

Searching for directory objects

To search for directory objects, you can use the Search page that allows you to select the container to search and specify criteria for the objects you want to find. The Web Interface searches in the container you select and in all of its subcontainers.

The Web Interface opens the Search page when you do any of the following:

  • Type in the Search field located in the upper right corner of the Web Interface window, and then press Enter or click the magnifying glass icon in the Search field. In this case, the Web Interface searches all managed Active Directory domains for objects whose naming properties match what you typed and the Search page lists the search results. The naming properties include name, first name, last name, display name, and logon name.

  • Click Search on the Navigation bar. The Search page opens, allowing you to configure and start a search.

To configure and start a search

  1. Click the Search in box on the Toolbar, and then select the container that you want to search. You can select more than one container.

    The Web Interface will search in the selected container and all of its subcontainers.

  2. Specify criteria for the objects that you want to find:

    • To search by naming properties, type in the Search field on the Toolbar. The Web Interface will search for objects whose naming properties match what you typed. The naming properties include name, first name, last name, display name, and logon name.

    • To search by other properties, click the button on the right side of the Toolbar to expand the Toolbar, click Add criteria, choose the properties by which you want to search, click Add, and then configure the criteria as appropriate. The Web Interface will search for objects that match the criteria that you configured.

  3. Press Enter to start the search.

The search results are listed on the Search page. You can customize the list by adding or removing list columns and sorting the list by column data. To add or remove list columns, click the Menu button on the left side of the Toolbar and then click Choose columns (see also Adding or removing columns from the list of objects). To sort the list by column data, click column headings.

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