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Identity Manager 9.1 - User Guide for One Identity Manager Tools User Interface

About this guide One Identity Manager tools user interface
The user interface layout Using the help in the Manager Status bar information in the Manager Current user Menu items in the Manager Views in the Manager Manager program settings Reloading changes to the user interface Detailed information about the user interface Limiting list entries using the list limit Limiting list sizes using simple filters Searching for list entries User-defined filters in the Manager Database search in the Manager Displaying extended properties for objects Multiple object edit in the Manager Committing data on change conflicts
Working with the Designer

General tips for the Designer

During the startup process the Designer fills an internal database. SQLite is used for the database system. This internal database contains the schema and the files from the system components of the connected One Identity Manager database.

Depending on the program’s configuration, the internal database is either loaded into main memory or copied to the hard drive of the workstation. To avoid data inconsistencies, only one instance of the program should be started per database. If the database from the first instance is copied to hard disk then the databases for all other instances are loaded into main memory.

All changes to objects in the program are made in the internal database. Permissions, formatting rules and side-effects of the Customizer are taken into consideration. Changes made by the user are recorded in a change log. If the internal database is stored on the hard drive, all additional changes are also logged to this database. This means that you can restore to the last working state after connecting to the database if the program crashes.

When the data is transferred all recorded changes are made to the One Identity Manager database. This is done at object level so that, for example, processes are generated and formatting rules are observed. The principle "last writer wins" applies here as opposed to the previous object processing. That means that changes have been made by a user to object properties in the mean time are overwritten.

Depending on the program settings, the internal database is deleted from the hard drive when the program has finished. This means that all the data has to be loaded from the One Identity Manager database when the program is restarted. If the internal database is not deleted when the program finishes, the next program start up can be accelerated because only changes from the One Identity Manager that is connected have to be loaded.

Menu items in the Designer

Table 39: Meaning of items in the menu bar
Menu Menu item Meaning Shortcut

Database

New connection

Establishes a database connection.

Ctrl + Shift + N

Save to database

Displays the change log. Changes to the data can be saved to the One Identity Manager database.

Ctrl + Shift + S

Reload data

Data is reloaded from the One Identity Manager database.

 

Compile database

Starts the Database Compiler.

For more information about compiling the database, see the One Identity Manager Operational Guide.

Ctrl + Shift+ B

Change management

Opens a dialog box for editing change labels.

For more information about working with change labels, see the One Identity Manager Operational Guide.

 

Check data consistency

Opens the Consistency Editor.

For more information about checking data consistency, see the One Identity Manager Operational Guide.

 

Start SQL editor

Starts the SQL editor.

 

Change password

Changes current user’s password.

 

Settings

For configuring program settings.

 

Exit

Exits the program.

Alt + F4

View

Navigation

Activates the navigation view.

Ctrl + Q

Tasks

Shows or hides the task view.

Ctrl + T

Error log

Shows or hides the error log.

Ctrl + E

Object import

Shows or hides the view for importing objects.

Ctrl + I

Search

Shows or hides the search dialog box.

Ctrl + Shift +F

Close current document

Closes the current document.

 

Close all documents

Closes all documents that are open in the document view.

 

Activate document

Shows all open documents in a selection list.

 

Layout

Restores the default layout of the program’s graphical interface. You can save layouts and load them again.

 

Enable quick edit mode

The quick edit mode is enabled or disabled.

 

Help

Community

Opens the One Identity Manager community website.

 

Support portal

Opens the One Identity Manager product support website.

 

Training

Opens the One Identity Manager training portal website.

 

Online documentation

Opens the One Identity Manager documentation website.

 

Search

Opens the search dialog box.

 

Help for the Designer

Opens program help.

NOTE: Specific help information is available for each editor.

F1

transport history

Display a chronological list of migration, imports, and exports of transport packages.

 

Info

Shows the version information for program.

 

Table 40: Functions in the standard toolbar
Icon Meaning

Saves changes to the One Identity Manager database.

Shows the previous object in the order that the forms were viewed (object history).

Shows next object in the order they have already been viewed (object history).

Database column help. Clicking on the help icon changes the cursor into the help icon. Then when you click on a column description, tips for using the column are displayed in the form of tooltips.

Prints the edit view. Printer settings are configured in the configuration menus.

Using the help in the Designer

You can access One Identity Manager documentation in the Designer by selecting the Help > Search in local help menu item.

You can open the general help for Designer from the Help menu or by selecting F1. The Help menu offers specific help information for each editor.

In addition, a Designer help is available for individual properties of the currently displayed object. Clicking on the help icon changes the cursor into the help icon. Then when you click on a column description, tips for using the column are displayed in the form of tooltips.

Views in the Designer

The following views are displayed in the Designer: There are several editors used for editing data. Their functionality and methods are tailored to the different configuration tasks.

Table 41: Designer views
View Description

Navigation view

The navigation structure of the user interface is hierarchical and allows users to drill down to the selection of an object definition. The top level of the hierarchy is used to classify One Identity Manager data into specified categories.

Document view

Overview forms and selected editors are displayed in the document view. When an object is selected in the navigation view, the corresponding overview form is displayed.

TIP: If quick edit is enabled, you skip the overview and go straight to the first editor available for the object.

Task view

When you select an object in the navigation view, the available editors are displayed together with the tasks that can be run. The relevant editor is opened in the document view when the object is selected.

Change log

Changes made by the user are recorded in the change log.

Error log

The program’s error log displays all warnings and error messages that have occurred since the program started up. When the Designer restarts, the error log is reinstalled. For more information about the error log, see the One Identity Manager Process Monitoring and Troubleshooting Guide.

Change label

In this view, change labels are created and edited. For more information about working with change labels, see the One Identity Manager Operational Guide.

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