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Active Roles 7.4.3 - Web Interface Administration Guide

Introduction Deploying the Web Interface Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow Customizing the Web Interface Default Commands

Customizing the 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 types are JPEG (.jpg or .jpeg file name extension), 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, click Customization on the Navigation bar, and then click 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.

Customizing the Web Interface site icon

The Web Interface has the default site icon, and provides a means to change the site icon. A site icon, also called shortcut icon or favicon, is a small image that is associated with a particular Web Interface site. You can change the site icon for each site separately.

When you open a Web Interface site in your Web browser, the site icon appears in the browser’s address bar. The site icon also appears on the History and Favorites lists, making it easier to identify the site. In addition, the site icon replaces the standard Internet Explorer shortcut icon for the site shortcuts, and helps identify and differentiate the site on the Windows taskbar.

If you want to use a custom icon for your Web Interface site, consider the following. A site icon must be an image in the ICO file format, square in size, and at least 16x16 pixels. The recommended size of a site icon is 16x16 or 32x32 pixels as Windows uses site icons in the Web browser's address bar (16x16) and on the taskbar buttons (32x32). However, in case of larger icons on the desktop, Windows may stretch a site icon to 64x64 pixels and more. To achieve the best experience, consider creating an ICO file that contains your site icon in several sizes, including the 16x16, 32x32 and 64x64 pixel icons.

To change the site icon

  1. Open the Web Interface site in your Web browser, click Customization on the Navigation bar, and then click Global Settings.
  2. In the Web Interface site icon area, click Change and supply the ICO file containing the desired icon.
  3. Click Save, and then click Reload for the changes to take effect.

You can revert to the default icon by clicking Restore Default in the Web Interface site icon area. To apply your changes, click Save and then click Reload.

Customizing the name of the Web Interface user

The Web Interface displays the name of the logged-on user in the area above the Navigation bar, retrieving that name from the “Display Name” property of the user account in Active Directory. In case of empty display name, the name is retrieved from the “name” property. This default behavior may not be suitable for all situations.

Suppose the Web Interface user has two accounts: a regular account and another account with elevated privileges (“admin” account). When logged on to the Web Interface, such a user needs to know which account is currently used, so as to be sure that inappropriate actions cannot be performed. If both the regular and admin accounts have the same display name, a different property should be used to identify the user. The Web Interface addresses this requirement by allowing a user property other than “Display Name” to be selected for the presentation of the Web Interface user.

To select a user property for the presentation of the Web Interface user

  1. Open the Web Interface site in your Web browser, click Customization on the Navigation bar, and then click Global Settings.
  2. Under Logged-on user name format, click the Change button, and then select the user property you want.
  3. Click Save, and then click Reload for the changes to take effect.

To identify which property is currently used for the presentation of the Web Interface user, point to the user name under Logged-on user name format and review the tooltip that appears. Thus, under default conditions, the tooltip reads “The 'Display Name' property is used as the name of the logged-on user in the Web Interface. Click 'Change' to use a different property.”

Customizing the Navigation bar

The left area on Web Interface pages, referred to as the Navigation bar, provides menu items for navigating between Web Interface sections. By default, it includes a number of top-level menu items. Expanding a top-level item on the Navigation bar may display subordinate items. In this section, the collection of the items that are subordinate to a given item is referred to as the menu group associated with that item.

You can add, modify, re-arrange, and remove menu items on menu groups and on the Navigation bar. A point-and-click interface helps you manage the menu items and their subordinate items, providing flexible options to customize the Navigation bar.

The changes you make to the Navigation bar affect every user of the Web Interface site. For example, when you remove a menu item, the item is not displayed to any user of the Web Interface site.

To customize the Navigation bar

  1. On the Home page of the Web Interface site, click Customization.
  2. Click Customization Tasks; then, click Customize Navigation Bar in the right pane.
  3. In the hierarchical view of menu items, click to select the item you want to change, and then use command buttons to make changes.

The following table provides an overview of changes you can make.

 

Table 1: Navigation bar customization tasks

To

Do This

Add an item to the Navigation bar.

Click the Menu Bar entry, and then click Add. Type a name for the new item and the URL of the page you want the new item to open. Then, click OK.

Add an item to a menu group.

Click the item that the menu group is associated with, and then click Add. Type a name for the entry, and the URL of the page you want the new item to open or the name of the script function (command) you want the item to execute. Then, click Add.

Change the position of an item on the Navigation bar or within a menu group.

Select the item and click the Up or Down arrow button.

Change the name of an item.

Select the item and click Properties. Then, type the name you want, and click OK.

Move an item to the Navigation bar.

Select the item and click Move. Then, click the Menu Bar entry. Adjust the position of the item as needed by clicking arrow buttons and then click OK. (This also moves the entire menu group, if any, associated with the item being moved.)

Move an item to a menu group.

Select the item and click Move. Then, click the item that the destination menu group is associated with. Adjust the position of the item as needed by clicking arrow buttons and then click OK. (This also moves the entire menu group, if any, associated with the item being moved.)

Hide an item so that it does not appear on the Navigation bar.

Select the item and click Hide. (To display an item that is hidden, select the hidden item and click Unhide.)

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