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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

Forms for the User Interface

User interface forms are used to display and edit data in the user interface. The basic information for representing data on the user interface forms is described in form definitions and form templates. The form definition referenced by the interface form needs to be found. The form template given in the form definition is checked for existence in the form archive and to see if it labeled for the correct display purposes.

Detailed information about this topic

Recommendations for Editing Forms

  • You can disable single predefined overview forms or single form elements of an overview form if necessary. This prevents them being displayed in the user interface. They remain disabled even after schema installation.
  • The default installation of One Identity Manager already provides a series of form templates and definitions, for example for editing master data as well as many-to-many relations and object relations (Parent/ChildRelation). These can be used for easily creating your own forms.
  • If necessary, you can provide your own form templates in a form archive (<MMM>.Forms.vif).

  • To display information about a base object, you create an overview form.
    • You can do this using the Overview Form Editor in Designer.
    • Create menu items for object relations you need to display frequently, and use these menu items as reference in the form elements of the overview form.

      TIP: You can have the Overview Form Editor create the menu items for object relations.

      • Select the object relation you want to display and drag and drop it on an element in the element area of the Overview Form Editor.
      • Use the context menu items "Create list element reference" or "Create reference to data element".

      The menu items will be entered below the menu item InfoSheets.QIM.Links with the labels InfoSheet.List.<table>and InfoSheet.Node.<table>, respectively.

      The condition for the menu items is defined as variable %<table>WhereClause%. In the form element you assign a condition as WHERE clause to the variable.

  • To edit the base object master data, you create at least one interface form of form type "Edit".
  • To define mappings, you create additional interface forms of form type "MemberRelation".
  • Assign the forms and menu items to the Manager.
  • Assign the forms and menu items to the permissions groups for non role-based and role-based login.
Related Topics

Working with the Form Editor

Working with the Form Editor

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

Menu Items

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

Table 148: Meaning of Items in the Menu Bar
Menu Menu Item Meaning Key Combination
Form Paste Creates a new form.
Delete The selected form is deleted after confirming the security alert.
Replace by... Starts the wizard for replacing a form.
Refresh view Updates the form list. F5
Options Show captions Show the interface form display text. If the selection is not enabled, the form names are shown.
Tree/list view Toggles between list and hierarchical form view
Select columns... Opens a dialog window for selecting columns that can be also be displayed in the form list.
Filter Define filter... Opens a dialog window for creating an ad hoc filter.
Delete filter Deletes the filter.
Manage filters... Opens a dialog window for creating permanent filters.
View Properties Shows/hides the edit view.
Objects Show/hides the object definition view.
Permissions group Shows/hides the permissions group edit view.
Menu Items Shows/hides the menu assignment view
Related Applications Shows/hides the application edit view.
Form preview Shows/hides the form preview.
Help Form edit help Opens the help on this topic.
Form Editor help Opens the editor help.
Table 149: Meaning of Toolbar Icons
Icon Meaning
Adds a new form.
Deletes a form.
Toggles between captions and form names.
Toggles between list and hierarchical form view.
Refreshes the display.
Starts the WHERE clause wizard for defining custom filters. After entering the data, the form is display with respect to the filter condition.
Resets custom filter.
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