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Active Roles 7.3.3 - 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

Changing a personal view

Changing a personal view

The personal views that you created are listed on the Views tab in the Browse pane. When you select a view in the Browse pane, Web Interface applies the search or filter query saved in the view, and displays the results in the list with the same set of columns and sort order as when you created the view. At this point, you can make changes to the search or filter criteria, set of columns and sort order, and then save the changed settings to the selected personal view or create a new personal view based on the changed settings.

To save the changed settings to the selected personal view

  1. Select a personal view in the Browse pane.
  2. Make changes to the search or filter criteria, list columns or sort order.
  3. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  4. In the dialog box that appears, don’t change the name of the view. Click Save.

To create a new personal view based on the changed settings

  1. Select a personal view in the Browse pane.
  2. Make changes to the search or filter criteria, list columns or sort order.
  3. Click the Menu button on the left side of the Toolbar, and then click Save current view.
  4. In the dialog box that appears, type a name for the new personal view and then click Save.

You can also rename or delete personal views.

To rename a personal view

  • On the Views tab in the Browse pane, click the Edit button next to the name of the view, type a new name, and then press Enter or click the Edit button once more.

To delete a personal view

  • On the Views tab in the Browse pane, click the Delete button next to the name of the view.

 

Performing Management Tasks

Managing your personal account

Managing your personal account

The User Profile Editor section in the Web Interface site for self-administration gives you a convenient way to display and update your own identity information, such as your telephone numbers or mail address in your user account. The contents of the pages in the User Profile Editor section can be customized by the Active Roles administrator, who can add new elements to the pages, modify or remove existing elements, and regroup related elements on different tabbed pages.

To view or modify your user account

  1. In your Web browser, go to the address (URL) of the Web Interface site for self-administration.

    By default, the address is http://<server>/ARWebSelfService where <server> stands for the name of the server running the Web Interface.

  1. On the Web Interface Home page, click User Profile Editor.
  2. Use the page provided by the Web Interface to view or modify your user account.
  3. Click the Save button to apply your changes.

It’s up to the Active Roles administrator to determine what information you are authorized to view or modify on the User Profile Editor page. Some fields on the page might not be editable. The fields that you are not permitted to modify appear on the page as read-only text. The properties that you are not permitted to view are not displayed on the User Profile Editor page.

Managing Active Directory objects

Managing Active Directory objects

The Directory Management section of the Web Interface allows you to browse for, and administer, directory objects in your organization. You can navigate through containers in the directory; view, filter and select objects held in the container; and apply commands to the selected object or container.

Whether you can perform a certain management task depends upon permissions granted to your user account, and the Web Interface customization settings.

A general procedure for performing a Directory Management task is as follows.

To perform a management task

  1. On the Navigation bar, click Directory Management.
  2. On the Views tab in the Browse pane, click one of the following:
    • To manage objects in Active Directory containers, such as domains or organizational units, click Active Directory. This displays a list of Active Directory domains.
    • To manage directory objects in a certain Managed Unit, click Managed Units. This displays a list of Managed Units.
  3. In the list of objects, do one of the following:
    • To navigate to a container, such as an organizational unit, click the name of that container.
    • To perform a command that applies to the current container, click that command in the Command pane under the name of the current container.
    • To perform a command on a particular object held in the current container, select the check box next to the name of that object, and then click the command in the top area of the Command pane, under the name of the object.
    • To perform a command on two or more objects at a time, select the check box next to the name of each object, and then click the command in the top area of the Command pane.

NOTE: In the list of objects, clicking the name of a leaf object such as a user or group, displays a page where you can view or modify object properties; clicking a container object such as a domain or an organizational unit, displays a list of objects held in that container.

When you perform a management tasks, the Web Interface supplements and restricts your input based on policies and permissions defined in Active Roles. The Web Interface displays the data generated by policies, and prevents the input of data that would cause policy violations. The following rules apply:

  • If a policy requires that a value be specified for a particular property, the name of the field for that property is marked with an asterisk (*).
  • If a policy imposes any restrictions on a property, an information icon is displayed next to the name of the field for that property. Click the icon to view policy information, which you can use to enter an acceptable value.
  • When you specify a property value that violates a policy, and click Save, the Web Interface displays an error message. Review the error message and correct your input.
  • Pages for object creation must include the entries for all required properties. Otherwise, the Web Interface fails to create the object. For information on how to configure forms, see “Configuring forms” in the Active Roles Web Interface Administration Guide.
  • Object property pages display the values of the properties for which you have the Read permission. You can modify only those properties for which you have the Write permission. The properties for which you only have the Read permission are displayed as read-only.
  • The Command pane includes only the commands that you are permitted to use.
  • The list of objects includes only the objects that you are permitted to view.
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