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Identity Manager 8.0 - Configuration Guide

One Identity Manager Software Architecture Working with the Designer Customizing the One Identity Manager Default Configuration Checking Data Consistency Compiling a One Identity Manager Database Working with Change Labels Basic System Configuration Data
One Identity Manager Authentication Module Database Connection Data Configuration Parameters for System Configuration Setting up the Mail Notification System Enabling More Languages for Displaying and Maintaining Data Displaying Country Information Setting Up and Configuring Schedules Password Policies in One Identity Manager Reloading Changes Dynamically TimeTrace Databases Machine Roles and Server Functions Files for Software Update Operating Systems in Use System Configuration Reports Using Predefined Database Queries Managing Custom Database Objects within a Database
The One Identity Manager Data Model Granting One Identity Manager Schema Permissions Working with the User Interface
Object definitions for the User Interface User Interface Navigation Forms for the User Interface Statistics in the 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 Language Dependent Data Representation
Process Orchestration in One Identity Manager
Declaring the Job Server One Identity Manager Service Configuration Handling Processes in the One Identity Manager
Tracking Changes with Process Monitoring Conditional Compilation using Preprocessor Conditions One Identity Manager Scripts Maintaining Mail Templates Reports in the One Identity Manager Custom schema extensions Transporting One Identity Manager Schema Customizations Importing Data Web Service Integration SOAP Web Service One Identity Manager as SPML Provisioning Service Provider Searching for Errors in the One Identity Manager Processing DBQueue Tasks One Identity Manager Configuration Files

Working with the User Interface Editor

Working with the User Interface Editor

Edit the user interface navigation with the User Interface Editor. The editor is started from the program "Designer" and opens in the document view. Only additional User Interface Editor functions are described in the following.

Menu Items

The following items are added to the menu bar when the editor starts.

Table 136: Meaning of Items in the Menu Bar
Menu Menu Item Meaning Key Combination
Menu Item New Creates a new menu item
Delete Deletes the selected menu item and all child items after requesting confirmation.
Copy Copies the selected menu.
Paste Inserts copied menu item. If a menu item is copied with child items, then the menu item is inserted with all children.
Copy with child nodes Copies the selected menu item with all its children.
Create root node Creates a new menu category.
Reload nodes Updates the menu items in the list. F5
Simulation Start simulation Starts user interface navigation simulation. F9
Simulate overview form Starts simulation of an overview form.
Define simulations data... Starts a wizard for defining the simulation data.
Options Create menu markers... Opens a dialog window for creating menu markers.
Delete menu markers Deletes menu markers.
Show captions Shows the menu items display text. If this option is not active, the identifiers from the data model are shown.
Select columns... Opens a dialog window for selecting columns that can be additionally displayed in the user interface navigation.
View Properties Shows/hides the edit view.
Variable definition Shows/hides the variable definitions edit view.
Permissions group Shows/hides the permissions group edit view.
Related Applications Shows/hides the application edit view.
Forms Shows/hides the forms edit view.
Help Navigation help Opens the help on this topic.
User Interface Editor help Opens the editor help.
Table 137: Meaning of Toolbar Icons
Icon Meaning
Creates a new menu item.
Deletes a menu item.
Copies a menu items.
Copies menu items with all its children.
Inserts a copied menu item.
Toggles display text with data model captions.
Starts the WHERE clause wizard to define menu markers.
Deletes menu markers.
Refreshes the display.
Starts the simulation.
Starts the wizard for simulating overview forms.
Starts the simulation data wizard.

Views in the User Interface Editor

Views in the User Interface Editor

The User Interface Editor makes different views available for editing the user interface:

Table 138: User Interface Editor Views
View Description
Navigation Overview

Menu items and links are presented below one another. This is where you can create and delete menu items.

TIP: Use "drag and drop" to move menu items around within the hierarchy.

Properties

Use the view edit the properties of the selected menu item. A default context menu is available for input fields.

Variable definition

In this view, all the variable definitions that belong to the selected menu item are displayed in tabular form with type, name and assigned value. When you click on the variable type, a pop list with all available types is shown. The variable name and the value can be edited by clicking on the appropriate column in the table.

Alternatively, you can enter the variable definition in a dialog window. To open the dialog window, select the edit icon in the toolbar.

Permissions group Displays all available permissions groups. You can assign menu items to the permissions groups or delete existing assignments. These menu items are available to system users depending on their permissions group memberships.
Related Applications All available applications are displayed. You can assign menu items to the applications or remove existing assignments.
Forms All available interface forms are shown. You can assign menu items or remove existing assignments. When the associated menu item is selected in the navigation or the item is selected in the result list, the interface forms are shown for all system users without taking their permissions group memberships into account.
Table 139: Item in the Navigation Overview Context Menu
Context Menu Item Meaning
New Creates a new menu item.
Delete Deletes the selected menu item.
Properties Displays the object properties of the selected entry.
Move up Moves the selected menu item up one hierarchy level.
Move down Moves the selected menu item down one hierarchy level
Follow link node Tracks a link if the menu item is of type "link".
Referenced by Shows all menu items that are linked to the currently selected menu item.
Copy Copies the selected menu item into the clipboard.
Copy with child nodes Copies the selected menu item with all its child menu items into the clipboard.
Paste Inserts the copied menu items at the selected position in the navigation.
Navigation Shows all other editors that can be used with the selected object.

Editing Menu Items

The navigation menu is mapped in the category User interface | User interface navigation in the Designer. When you select a menu item in the navigation view, the properties of the menu item are shown in the edit view. The type of menu item determines the availability and editability of the properties.

TIP: You can use the User Interface Editor’s wizard to create a preselection of menu items to be edited.

To create a new category

  1. Select the category User Interface | User interface navigation in the Designer.
  2. Start the User Interface Editor with Edit navigation in the task view.
  3. To create a menu category, select Menu item | New navigation category.

    NOTE: Change the item type to "Task category" if it should represent a task category.

To create a new menu item

  1. Select the category User Interface | User interface navigation in the Designer.
  2. Start the User Interface Editor with Edit navigation in the task view.
  3. Select the menu item under which you want to create the menu item in the navigation overview.
  4. Select New from the context menu.

To copy and paste a menu item

  1. Select the category User Interface | User interface navigation in the Designer.
  2. Start the User Interface Editor with Edit navigation in the task view.
  3. Select the menu item you want to copy in the navigation overview.
  4. Select one of the copy options in the context menu.
    • Select Copy to copy the selected menu item.
    • Select Copy with child items to copy the selected menu item and the submenu items.
  5. Select the menu item under which you want to create the menu item in the navigation overview.
  6. Select New from the context menu.

TIP: Use "drag and drop" to move menu items around within the hierarchy.

You must make the following assignments to show the menu items in the user interface:

  • All menu items that are to be displayed in an application user interface have to be assigned to a permissions group and an application. Use the views Program and Permissions groups views.
  • You can assign user interface forms for individual menu items. When the associated menu item is selected in the navigation or the item is selected in the result list, the interface forms are shown for all system users without taking their permissions group memberships into account. Use the Form assignment view to do this. Set the option Show in navigation in the view to control how this is displayed.

NOTE: Recompile the database after adding or deleting a menu item.

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