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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

Creating and editing process steps

To create a new process step

  1. In the Designer, select the process in the Process Orchestration category.

  2. Start the Process Editor with the Edit process task.

  3. Select the Process step > New menu item.

    This makes a new element for the process step and displays it in the Process Editor.

  4. In the Process step properties view, edit the main data of the process step.

  5. Link the process step with the process.

To edit an existing process step

  1. In the Designer, select the process in the Process Orchestration category.

  2. Start the Process Editor with the Edit process task.

  3. Click on the element for the process step in the process document.

    NOTE: To edit several process steps, hold down the Ctrl key and click the process steps.

    Input fields with entries that have different input are labeled with the icon in the edit view for process steps. When an input field is edited and saved, the value is copied to all selected the process steps.

Related topics

Copying single process steps

To copy a process step

  1. In the Designer, select the process in the Process Orchestration category.

  2. Start the Process Editor with the Edit process task.

  3. Select the process step to copy and use Copy in the context menu or Ctrl + C to copy the process step to the clipboard,

    NOTE: To copy several process steps, hold down the Ctrl key and click the process steps.

  4. Insert the process step using Paste in the context menu or Ctrl + V.

    The process step is given a new UID and all the process steps are copied.

  5. Edit the process step's main data.

  6. Link the process step with the process.

Related topics

Copying process steps within a process

To import a process step

  1. In the Designer, select the process in the Process Orchestration category.

  2. Start the Process Editor with the Edit process task.

  3. Select Process step > Import from the menu.

  4. In the edit view, select Search and import process steps.

  5. Enter the search text in the input field.

  6. Use to specify the search options in which objects are to be searched.

    The specified objects are searched for internally by a WHERE clause. If several objects are specified, they are appended internally with JOIN conditions.

    Table 72: Searchable objects and properties
    Find options Properties to be Searched

    Process

    Name

    Process step

    Name, description, generating condition, server selection script

    Parameter

    Name, value

    Process components

    Component class, component assembly

    Process task

    Name

    Parameter template

    Name, value template

  7. To starting searching, click .

    The process steps that are found are displayed in the result list.

  8. In the result list of the search, select the required process step and click .

    The process step is imported into the process document.

  9. Edit the process step's main data.

  10. Link the process step with the process.

Searching for entries within processes

To search for an entry within a process

  1. In the Designer, select the process in the Process Orchestration category.

  2. Start the Process Editor with the Edit process task.

  3. Open the search dialog box using Ctrl + F.

  4. Enter the search text under Text.

  5. Start the search using the Search button.

  6. Use F3 to search next.

This searches for the text in the process and process steps.

Table 73: Objects and properties to be searched
Search in Objects Properties to be Searched

Process

Name

Process step

Name, description, generating condition, server selection script

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