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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

Selecting the Type of Navigation View to Edit

You can use the User Interface Editor’s wizard to create a preselection of menu items to be edited. The wizard offer several possible methods for selecting the best suited user interface navigation:

  • Creating a new user interface navigation
  • Selecting menu items in an existing user interface navigation
  • Copy an existing user interface navigation

To select a user interface navigation to edit

  1. Select the category User Interface | User interface navigation in the Designer.
  2. To start the wizard, select the task Load wizard to edit user interface navigation.
  3. Click Next.
  4. Select the loading method by clicking on the corresponding button.
    Table 140: Loading Method for Selecting Menus
    Loading Method Description
    Create a new user interface navigation

    Creates a new user interface navigation with initial menu categories.

    Direct selection of defined menu items

    To select defined menu items in the wizard, navigation menus are displayed for all applications in the database. Select the menu item you want to edit.

    Load menu items through permissions groups or users To group menu item by permissions groups, select all permissions groups of one system user or single permissions groups.
    Copy a user interface navigation

    You can use the wizard to copy menu items from an existing permissions group to another permissions group.

    Load menu items using WHERE clause You can load menu items directly using a WHERE clause. Enter the WHERE clause manually or use the WHERE clause wizard to create one.
  5. Click Finish to complete the wizard.

    After completing the wizard, the menu items corresponding to the selection are loaded and presented for editing in the User Interface Editor.

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Copy an existing user interface navigation

You can use the wizard to copy menu items from an existing permissions group to another permissions group. The wizard is not just limited to copying each menu item but can also copy the necessary permissions structure.

To copy an existing user interface navigation

  1. Select the category User Interface | User interface navigation in the Designer.
  2. To start the wizard, select the task Load wizard to edit user interface navigation.
  3. Click Next.
  4. Select the loading method to copy the navigation by clicking on the corresponding button.
  5. Select the permissions group whose menu you want to copy. You can limit the permissions groups by selecting a particular system user account or you can directly select the permissions group.
  6. Click Next.
  7. Use Copy to (new) permissions group to specify the permissions group to which to copy the parts of the navigation.
    • Enter the name of the new permissions group. Ensure that your own permissions groups begin with the customer prefix.

      - OR -

    • Select an existing permissions group.
  8. Enter the Name prefix and an optional Name suffix.

    This data is used to label the menu items. A name prefix is required for making the new menu item names because names of menu items in the navigation must be unique. Use the customer prefix as name prefix.

  9. (Optional) Select copy options.
    Table 141: Copy Options
    Option Meaning
    Copy column permissions Copies the column permissions of the permissions group.
    Copy table permissions Copies table permissions of the permissions group.
    Copy user interface form assignments Copies the user interface forms of the permissions group.
    Copy method assignments Copies method definitions of the permissions group.
  10. To start copying, click Next.

    The copy process can take some time depending on the number of selected parts. The components to be copied are displayed.

  11. Once processing is complete, click Next.
  12. Click Finish to complete the wizard.

    After completing the wizard, the menu items corresponding to the selection are loaded and presented for editing in the User Interface Editor.

The copy process can take some time depending on the number of selected parts. After the wizard has finished, the menu items are displayed in the User Interface Editor for further editing.

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General Menu Item Properties

The properties described in the following are valid for all menu items: Other properties may be required for different menu item types.

Table 142: General Menu Item Properties
Property Meaning
Menu Item Unique menu item relation. You should try to use a meaningful name that can be passed on in the child structures. This makes it easier to trace the position of child items. The parent menu item and the hierarchy is determined by the insert position in the user interface navigation. The menu item name can contain variables in order to represent the menu items.
Entry type Menu item entry type.
Caption Language dependent caption to display the menu item in the user interface. The caption for data dependent menu items can contain fixed strings and variables. Display text for recursive data dependent menu items is inherited from the parent menu item. Translate the given text using the button.
Sort order

If several menu items have the same parent menu item, the sort order specifies their position in the display order.

If the configuration parameter "Re-sort submenu items by caption" is set for the parent menu item, the given sort order does not take effect.

Icon Icon for displaying the menu item in the navigation. Recursively data dependent menu items inherit the parent icon if none is given.
Overlay icon definition

VB.Net expression for defining overlays for the icon. Is used to display the status in the Launchpad.

Condition Specify the conditions under which the menu item is displayed in the navigation. The input must satisfy the "WHERE clause" database query syntax. Use may use variables to formulate your condition.
Configuration flag Special functions are set for menu items with the configuration flag. For more information, see Table 143.
Preprocessor condition

You can add preprocessor conditions to menu items. This means that a menu item is only available when the preprocessor condition is fulfilled.

NOTE: You can find an overview of existing preprocessor dependencies in the Designer in the category Database One Identity Manager Schema | Preprocessor dependencies.

Disabled by preprocessor If a menu item is excluded through a preprocessor condition, this option is set by the Database Compiler.
Description Spare text box for additional explanation.
Disabled

Specifies if the menu item is displayed in the user interface or not. Disabled menu items are never displayed in the user interface.

NOTE: This change is also permitted for menu items in the default user interface and is not overwritten on schema installation.

Show under "My One Identity Manager" This option marks the menu items to be displayed in the category My One Identity Manager in the Manager.
Table 143: Configuration Flags for Special Functions
Configuration flag Description
Auto-reload on insert If this configuration flag is set, the menu item is reloaded after new data is added.
Hide on empty result If no submenu items are generated for a menu item labeled the same way during runtime, the menu item is similarly hidden in the user interface.
Not expandable by user Menu items that are labeled with this option cannot be opened even when there are submenu items. The configuration flag is mainly used in the info system for displaying statistics.
Ignore user interface forms in result list No forms are provided in the result list for menu items with this option. This can be useful to prevent navigating to objects in the list on an overview form. This is useful if, for example, forms are not defined for some objects in the result list. Otherwise, an empty form is displayed.
Ignore user interface forms This configuration flag can be used for data dependent menu items. If the configuration flag is set, no object dependent interface forms are displayed when the menu item is selected in the user interface. This configuration flag is mainly used for structuring the user interface for Web front-ends.
Force open menu item If this configuration flag is set, the menu item is always open. There is no test to see if the menu item is assigned to something, for example, the interface form.
Re-sort data dependent menu item by caption This configuration flag can be used for data dependent menu items. The configuration flag should be set if language dependent data is displayed. If the configuration flag is set, the data for menu navigation to be shown is sorted by language after it is loaded.
Re-sort data result by caption This configuration flag can be used for lists. The configuration flag should be set if language dependent data is displayed. If the configuration flag is set, the data to be shown is sorted by language in the result list after it is loaded.
Re-sort data submenu items by caption The configuration flag should be set if language dependent data is displayed. If the configuration flag is set, the data for all submenu items to be shown are sorted by language.

This enables all user accounts, groups and containers in a container structure, for example, to be sorted alphabetically. The sort order not only affects data dependent menu items but also all submenu items.

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Creating Database Queries for Data Dependent Menu Items

Data dependent menu items are generated by a database query that returns several data sets as output. These menu items are therefore not individual menu items, but a set of menu items depending on the output of the database query.

For more information about general properties of menu items, see General Menu Item Properties. The following properties are necessary to put together a database query:

Table 144: Database Query Properties
Property Meaning
Table Table that the values are read from.
Sort by

Display elements are sorted by these table columns. The input must satisfy the "Order by" database query syntax. Sorting is given by the columns of the display template if no value is entered. You should use a sort order if the data has a date or represents language dependent data.

NOTE: Use the configuration flag "Re-sort submenu items by caption" to sort by language.

Condition

Condition for limiting the number of results displayed. The input must satisfy the "WHERE clause" database query syntax. You can use variables for formulating a condition. If the menu items are recursively data dependent then variables have to be used.

NOTE: The condition may not contain a JOIN, if necessary the query has to be formulated as a sub query.

Unique

The query result cannot contain doubled items. By setting option, any doubt is eliminated.

NOTE: No interface forms are shown for objects that result from a database query.

NOTE: This option is ineffective if the configuration parameter flag "Force open menu item" is set.

Recursive invocation

This menu item is the recursive successor of the previous menu item. If the option is not set, the results are represented by a flat structure. Set the option if the menu item is required to represent a hierarchical structure. You have to define recursive data dependent menu items below a data dependent item without recursion.

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