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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

Creating Overview Forms

The Overview Form Editor helps you to create overview forms. The Overview Form Editor performs the following steps to create the overview form.

  • Creates a menu item with type "Main form element".
  • Creates other menu items under the main form element.
  • Creates a user interface form for the main form element.

Figure 32: Design View in the Overview Form Editor

To create a new overview form

  1. Select the category User Interface | Forms | Overview forms in the Designer.
  2. Select the task Create new overview form.
  3. Enter the basic properties for the overview form.
    Table 165: Basic Overview Form Data
    Property Meaning
    Menu item Menu item name. You should try to use a meaningful name that can be passed on in the child structures.
    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.
    Object Definition of the object for which to display the form.
    Parent menu item Parent menu item for group overview forms, normally a menu category.
    Product assignment Program in which the form will be shown.
    Group assignment Permissions group for which the form will be shown.
    Display columns

    Columns to be displayed on the main form element.

    TIP: Use Show column captions to switch between column captions and technical names.

  4. To create the overview form, click OK.

    This displays the overview form design in the Overview Form Editor. You can continue editing the overview form.

To add more form elements to the overview form

  1. Select the view Object relations.

    All the object foreign key relations (FK), object child relations (CR) and object member relations (MN) are displayed.

  2. Select the object relation you want to display and drag it to one of the elements in the design view.
  3. Select the type of menu item you want to create. You have the following options:
    • Create list element

      Creates a fixed menu item with predefined list properties.

    • Create data element

      Creates a data dependent menu item.

    • Create list element reference

      Creates a link to menu item to be displayed as a list.

    • Create reference to data element

      Creates a link to a data dependent menu item.

      TIP: If you use Create list element reference or Create reference to data element, the submenu items InfoSheet.List.<table> or InfoSheet.Node.<table> respectively, are added under the menu item InfoSheets.QIM.Links.

      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.

    The menu item master data is created automatically by the Overview Form Editor. The form element is display in the Overview Form Editor's design view. You can continue editing the overview form.

NOTE: You can create more menu items, links or statistics as form elements in the Overview Form Editor design view with Create element in the context menu. In this case, enter the master data for the menu item, link or statistics manually.

To create a preview of the overview form

  1. Select the category User Interface | Forms | Overview forms in the Designer.
  2. Select the overview form and open it in the Overview Form Editor.
  3. Select the central form element's table in the Table menu in the Overview Form Editor's toolbar and select a fixed object to use for the preview from the Object menu.

    NOTE: Select the entry "No object" in the Object menu to end the preview.

Features of the User Interface Form for the Central Form Element of an Overview form
  • The user interface form is created with the form definition "VI_ElementNavigation". You have to use the form definition "VI_ElementNavigation" to set up an interface form.
  • The name of the central form element is entered in the section "SpecialSheetData" in the user interface form's configuration data.

    Example:

    <DialogSheetDefinition FormatVersion="1.0">

    <SpecialSheetData>VI_Person_Person_Overview</SpecialSheetData>

    </DialogSheetDefinition>

Features for Mapping Lists to an Overview Form

If the form element is used for mapping lists, the items are displayed with their names.The number of items is shown in the form element header. You can jump to the referenced object by clicking on the entry with the mouse.

Set the configuration option to the value "Ignore user interface forms in result list" to prevent the referenced object from being found in the navigation. This is useful if, for example, forms are not defined for some objects in the result list. Otherwise, an empty form is displayed.

Related Topics

Designing an Overview Form

The color and positioning of the form elements on the overview as well as the properties that are shown, are specified by layout information for the menu items. You can modify these properties for predefined overview forms as well.

To customize the form element's layout information

  1. Select the category User Interface | Forms | Overview forms in the Designer.
  2. Select the overview form and open it in the Overview Form Editor.
  3. Select the form element in the design view.
  4. Select the tab Layout in the Properties view and change the properties.
    Table 166: Layout Information for Form Elements
    Property Meaning
    Position Position of the form elements on the overview form. You cannot align the main form element. The main form element is always displayed in the middle of the overview form. All child menu items are positioned relevant to the main form element.
    Background color Color of the form element for displaying on the overview form. The background color of the main form element cannot be configured. When a link is set up, it is given the background color of the referenced menu item.
    Max. similar elements count

    If a menu item defines a list of items, each item in the menu item’s result list is displayed in a separate form element.

    Define up to how many items should be displayed in separate form elements. If the number is exceeded the items are grouped into a list and displayed in one form element. Any columns that are given are not displayed in this case.

    The items are shown with their display mode. There is an icon in the header for showing and hiding the items. There is an icon in the header for showing and hiding the items.

    TIP: If you apply a list display mode with at most two columns names, you can set up a table in the display mode an achieve double column alignment.

    Columns to display

    Specify which column should be displayed for the valid object definition. The columns for the main form element refer to the object definitions of the associated overview form. All other form elements get their object definitions from the menu items. When a link is configured, the selected columns of the referenced menu item are initially copy to the link. The order of displaying the properties in a form element corresponds to the column sort order defined in the menu item.

    TIP: If a column definition begins with "-" a separating line is inserted in the form element at this point.

    You can use scripts in the column definitions to affect the value displayed in the column. The column definition is activated when you click and hold on the column name. Extend the column definition as follows:

    Column[S(script name)]

Designing the Form Element Header

The the menu item display text, display text for the objects to be shown and the menu item icon are displayed in the header of a form element.

TIP: An interface form can be opened using the display text in the header of a form element.

  • To do this, assign a fixed menu item to the interface form that is allocated below the main form element. The interface form, however, must refer to the main form element, for example, a form for assigning this object.
  • Use the option Navigation view in the form assignment view to access forms in the user interface.

Disabling Overview 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.

To disable an overview form

  1. Select the category User Interface | Forms | Overview forms in the Designer.
  2. Select the overview form and start the Form Editor with the task Edit interface form.
  3. Set the option Disabled.

To disable a form element on an overview form

  1. Select the category User Interface | Forms | Overview forms in the Designer.
  2. Select the overview form and start the Overview Form Editor with the task Edit overview form <form name>.
  3. Select the form element in the design view.
  4. Set the option Disabled.

You can also disable overview forms or single form elements using preprocessor conditions.

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

Statistics in the One Identity Manager

Statistics in the One Identity Manager

The One Identity Manager info system provides you with a quick overview of the system situation. These statistics are recalculated at regular intervals and visualized in the user interface using various display elements. Statistic definitions are already supplied with the One Identity Manager. You can create more statistic data in the Designer if required.

The following steps are necessary to make statistics available:

  • Create statistic definitions
  • Link statistics into the user interface
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