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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

Menu Items

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

Table 212: Meaning of Items in the Menu Bar
Menu Menu Item Meaning Key Combination
Process New Creates a new process. Ctrl + N
Delete Deletes the selected process after requesting confirmation.
Rearrange Rearranges the process within the process document.
Error checking Carries out a validity check on the process. Messages are sent to the "Process error" view.
Compare processes... Open a dialog window for comparing processes.
Compile Compiles the selected process on a test basis. Messages are sent to the "Compiler error" view.
Compile and save to database Compiles the selected process and assembly is saved in the database. Messages are sent to the "Compiler error" view.
Export... Exports the selected process as XML file.
Import... Imports the selected process into the database from an XML file.
Copy... Starts a copy wizard for a process.
View Swaps between views.
View/ Edit view Default view for editing processes.
View/Simulation view Starts the process simulation wizard.
View/ Source code view Only shown when compiler errors have occurred.
View/ Process generator log Shows the process generation log after simulation.
Process step New Adds a new process step into the process document.
Delete Deletes the selected process step from the process document.
Import Imports a process step from anywhere in the database into a process document.
Search Searches for a process step within the selected process. CTRL + F
Copy Copies the selected process step into the clipboard.
Cut Copies the selected process step into the clipboard and deletes it from the process document.
Paste Inserts the selected process step from the clipboard into the process document.
View Process errors Shows/hides view "Process errors".
Compiler errors Shows/hides the "Compiler errors" view.
Parameters/Events Shows/hides view "Parameter" or "Events" respectively.
Properties Shows/hides the edit view.
Help Process editing help Opens help window on this theme.
Process Editor help Opens the editor help.
Table 213: Meaning of the Icons in the Toolbar
Icon Meaning
Creates a new process
Deletes a process
Executes an validity check for this process.
Rearranges the process.
Compiles the process.
Compiles the process and save assemblies.
Exports a process.
Imports a process.
Insert a new process step.
Deletes a process step.
Searches for a process step and imports it into the process document.
Copies the process into the clipboard.
Deletes the process step from the list but retains it in the clipboard.
Inserts a process step from the clipboard.
Shows/hides edit view.
Shows/hides simulation view.
Shows/hides source code view.
Shows the process generator log (after simulation).
Zooms in on the view.
Zooms out on the view.
Shows/hides edit view.
Shows/hides compiler errors.
Shows/hides process errors.
Table 214: Process Document Context Menu Items
Context Menu Item Meaning
New Creates a new process step element for editing a process step.
Delete Deletes the selected process step.
Copy Copies the selected process step into the clipboard.
Paste Insert the process step stored in the clipboard
Arrange The elements are restore to their default positions.
Properties Displays the object properties of the selected entry.

Views in the Process Editor

Views in the Process Editor

The Process Editor has several views for editing processes and process steps.

Table 215: Process Editor Views
View Description
Process document The process document contains special control elements that allow a process to be displayed and edited with its process steps. A separate document is opened for each process.
Edit view for processes and process steps In this edit view you can change the properties of processes and process steps. The process or process step properties that are shown, depends on which elements are selected in the process document.
Edit view for events and parameters

This edit view enables you to alter the event properties for a process or the parameters for a process step. Either parameters or events are shown depending on which elements is selected in the process document.

Process validity check view

The result of the validity check is displayed in this view and is retained until the next validity check.

Compiler errors

Errors that occur when a process is compiled are displayed in this view.

Source code view

The source code is displayed if errors occur during compilation. This view is only for displaying the source code.It cannot be edited here.

Simulation view

When you change to the simulation view, a wizard is started that tests how a process is generated.

Related Topics

Working with the Process Document

The process document contains special control elements that allow a process to be displayed and edited with its process steps.

Figure 46: Representing a Process in the Process Editor

When you add a new process, an initial process document with one process element is created. When you add a process step, the associated process step element is created.

Individual elements are linked to each other with a connector. Activate the connection points with the mouse.

  • To create a connection, click on a connection point, hold down the left mouse button and pull a connector to the second connection point.
  • To delete a connection, select a connection end-point and confirm the deletion request that appears. Confirm the security prompt with OK.

Double-click on the process or process step element to open the respective edit view, where you can make your changes.

Each element has a tooltip. A process element's tooltip displays the name and description of the process. A process step element's tooltip displays the name and description of the process step as well as the description of the process function used.

Each element contains a quick access menu bar. The icons represent special properties of processes or process steps. The icon's tootip shows more detailed information about a property. Double-clicking on a icon respectively opens the process or process step's edit view and jumps to the corresponding property.

Table 216: Quick Access Icons
Icon Meaning
Events are defined.
Process is not generated.
Process in wait mode on error.
Processing is split. The connection point on error and the connector to the subsequent process step are colored yellow.

Runtime errors are ignored. The connection point is colored gray on error. No process step is possible on error.

If an error occurs, no more process steps are handled for this process.
A generating condition exists.
Process information is enabled.
A script for selecting a server or server mask is entered.
Messaging on error and on success is enabled.

Some important properties are shown by the color of the element.

Table 217: Colors of Elements
Color Meaning
Blue Default.
Yellow The verification test resulted in a warning or information.
Red The verification test failed.
Gray The process is disabled.

You can drag and drop elements in the process document. Use Arrange in the context menu to reset the elements to their default positions. The position of each element is transferred to the One Identity Manager database when the entire process is saved. The layout is therefore available to all users when you restart the Designer.

Defining Processes

Processes are edited and displayed in the category Process Orchestration in the Designer. Apart from the default processes supplied by us and customer specific processes, you also get an overview of the process components with their process tasks and parameters. You can also set up process plans that are available for triggering processes on a cyclical basis.

So-called process tasks are used to perform single elementary tasks at system level, for example, adding a directory. A process component consists of one or more process tasks and its parameters.

NOTE: Predefined configurations are maintained by the schema installation and cannot be edited apart from a few properties. The default configuration is moved to a configuration buffer during handling. You can retrieve changes from the configuration buffer and restore the default configuration in this way.

The following steps are required to set up a process

  1. Create up a process.
  2. Specify which events to trigger.
  3. Create the process steps.
  4. Edit the parameters.
  5. Test the process.
  6. Compiles the process.
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