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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

Views in the Form Editor

Views in the Form Editor

There are the several views available for editing forms in the Form Editor:

Table 150: Form Editor Views
View Description
Form overview

This view displays the interface forms. You can create or delete interface forms in this view. Forms can be displayed hierarchically or in a list. The interface forms are grouped by form template and form definition in the hierarchical representation.

NOTE: Forms that are disabled by preprocessor conditions are grayed out in the form overview.

Objects All available object definition are displayed. You can assign interface forms to object definitions or delete existing assignments.
Menu Items All available menu items are displayed. 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.
Permissions group Displays all available permissions groups. You can assign the interface forms to the permissions groups or delete existing assignments. These interface forms are available to system users depending on their permissions group memberships.
Related Applications All available applications are displayed. You can assign interface forms to the applications or remove existing assignments.
Properties Edit the properties for the selected interface form in the edit view and also the form templates and definitions. A default context menu is available for input fields.
Form preview

The form preview shows the contents of the interface form. You can see which base tables will be used to display the data. The permissions of the logged in Designer user are taken into account when loading and displaying an interface form. If a form cannot be loaded, an appropriate error message is displayed.

Table 151: Form Overview Context Menu Items
Context Menu Item Meaning
Paste Inserts a new interface form.
Delete Deletes the selected interface form.
Replace by... Starts the wizard for replacing a form.
Properties Displays the object properties of the selected entry.
Select columns... Opens a dialog window for selecting columns that can be additionally displayed in the user interface navigation.

Editing Interface Forms

User interface forms are connected to object definitions, so that different forms are offered in the user interface depending on which object is selected. These interface forms are made available to system users, taking into account their permissions group memberships, by the additional assignment of interface form to permissions groups. Further more, interface forms can be defined for separate 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.

Predefined configurations are maintained by the schema installation and cannot be edited apart from a few properties.

NOTE: You can disable individual predefined tasks to prevent them being shown in the user interface. They remain disabled even after schema installation.

To disable a user interface form

  1. Select User Interface | Forms | User interface forms in the Designer.
  2. Select Edit form in the task view.
  3. Select the user interface form in the Form Editor.
  4. Select the tab User interface form in the Properties view and set the option Disabled.

To copy a user interface form

NOTE: Use the copy, if you only want to make minimal changes to it, for example, another caption or sort order.

  1. Select User Interface | Forms | User interface forms in the Designer.
  2. Select Edit form in the task view.
  3. Select the user interface form you want to copy in the Form Editor.
  4. Select Form | Insert from the menu.

    This creates a copy of the selected user interface form.

  5. Edit the other user interface form master data.
  6. Assign programs, permissions groups, objects and menu items to the user interface form.

NOTE: Disable the original user interface form. Otherwise both forms are displayed in the user interface.

To create a new overview form

NOTE: Create a new user interface form, for example, if you want to display custom schema extensions in the user interface. One Identity Manager provides a set of form templates and definitions in the default installation. These can be used for easily creating your own forms.

  1. Next, create a copy of a existing user interface form.
  2. Select the tab User interface form in the Properties view.
  3. Create a new form definition using next to the field Form definition.
  4. Enter the form definition name on the Form definition tab and select a form template.
  5. Edit the other user interface form master data.
  6. Assign programs, permissions groups, objects and menu items to the user interface form.

To display a user interface form in the user interface

  1. Select User Interface | Forms | User interface forms in the Designer.
  2. Select Edit form in the task view.
  3. Select the user interface form in the Form Editor.
  4. In order for an interface form in the user interface to show an application you need to assign an application to the form. Use the Program view to do this.
  5. Then you must assign the form to a permissions group. Use the Permissions groups view to do this. Read Effects of Object Definitions when Displaying Interface Forms about controlling the display of forms through object definitions.
  6. The form also needs to be linked to a permissions group. Use the Object relations view to do this.
  7. Then the form is available to Quests that can see this menu item in their navigation view. Use the Menu assignments view to do this. Use the to assign a menu item to the interface form.
Related Topics

User Interface Form Properties

Table 152: User Interface Form Properties
Property Meaning
Form name

The form name is used to quickly select interface forms, for example, in the Designer.

TIP: The form name is displayed in the administration tool as extra navigation information.

Form definition

Form definition linked to the user interface form.

NOTE: Use next to the input field to link in a new form definition for the interface form.

Caption Caption shown on the user interface form. The caption is used to represent the interface form in the task view and in the form’s context menu in the user interface. Translate the given text using the button.
Online help link The form's help key for navigating to the relevant chapter in the online help.
Description

Detailed description of the user interface form.

TIP: The description is shown as a tooltip in the task view.

Icon Icon marks the user interface form in the user interface.
Sort order

The sort order determines the position of the interface form in the task view and in the form’s context menu in the administration tools.

NOTE: The interface form of type "Edit" with the lowest sort order is always shown when objects are being added in the Manager.

Preprocessor condition

User interface forms can be given a preprocessor condition. This means that an interface form 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.

Control deactivation

Specifies which button to gray out in the toolbar.

Value Meaning
New object The is grayed out.
Reload object The is grayed out.
Delete object The is grayed out.
Save changes The is grayed out.
Disabled

Use this option to label interface forms that should not be shown in the user interface.

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

Disabled by preprocessor If an object definition is excluded through a preprocessor condition, this option is set by the Database Compiler.
Show modal Specifies whether the form is displayed in a separate dialog box. Used by wizards for entering data.
Open on new tab The form is opened on a new tab.
Configuration

The configuration is used to limit the tables and columns on display. Templates for the configuration data definition are found in the pop-up list XML templates.

Special properties that have been used in the design of the form, can be passed to the interface form in "SpecialSheetData". For example, the report name and special report parameters can be passed to the report interface form by using this section.

Special form properties that have been used in the design of the form are passed on in the section "Properties".

Insert values Insert values are only relevant for interface forms of type "Edit". With them you can specify the default values for the columns that are assigned when a new object is added. The input is in VB.Net syntax.
Related Topics

Form Definitions and Form Templates

Form definitions and form templates make up the basis of interface form design. Form definitions contain information about the data that will appear in the forms, for example, tables and columns as well as titles for form tabs and root nodes in hierarchically ordered elements (ChildRelationControl, membership tree) for the form templates defined in the form archives (Forms.*.vif).

Detailed information about this topic
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