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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 22: Menu Items Added by the Editor
Menu Menu Item Meaning
Edit Undo Restores state before last change.
Redo Restores state after last change.
Cut Deletes marked code but save in clipboard.
Copy Copies selected code to the clipboard.
Paste Inserts data stored in the clipboard from copy or cut.
Delete Deletes selected code.
Reduce text indent Reduces the indent of the selected code in the query window.
Increase text indent Increases the indent of the selected code in the query window.
SQL Execute (F5) Executes the query.
Show as table Switches output between text and table.
Help SQL Editor help Opens the editor help.
Table 23: Meaning of Toolbar Icons
Icon Meaning
Undoes last change.
Redoes last change.
Cuts selected code.
Copies selected code into clipboard.
Inserts code from clipboard.
Deletes selected code.
Reduces the indent of the selected code in the query window.
Increases the indent of the selected code in the query window.
Switches output between text and table.
Executes the query.

Support for Scripting

This input field is used in the editors when the input data needs to have a specified syntax (for example SQL, XML, Visual Basic .NET). It has an advanced edit mode which provides additional actions.

To switch to advanced mode

  • Use the key combination CTRL + ALT + Enter or a the button in the right bottom corner.

Figure 9: Directly Entering a Database Query

Table 24: Meaning of Icon in Advanced Edit Mode
Icon Meaning
Quitting advanced edit mode.
Undoes last change.
Redoes last change.
Cuts selected code.
Copies selected code into clipboard.
Inserts code from clipboard.
Deletes selected code.
Decreases insert.
Increases insert.
Shows/hides line numbers.
Inserts code snippet.
Word wrap automatically.
Search within code.

Additional input aids are provided for creating script code.

Syntax Highlighting

The input fields support syntax highlighting depending on the syntax type.

Auto-Completion

Auto-completion can be used when creating script code. The amount of scripted code to enter is reduced by displaying the names of properties or functions that can be used. Automatic completion is called with the key combination CTRL + SPACE at the appropriate point in the editor. The contents of the list is determined by the key words in the code.

Entering Code Snippets

Input fields that required data in VB.Net syntax support code snippets. Standard code snippets are available in the option "Visual Basic". The option "Object layer" contains special code snippets for the One Identity Manager object layer.

You can insert code snippets using the following options:

  1. Using the icon
    • Select the in the menu bar.
    • Select the option "Object layer" or "Visual Basic".
    • Select the code snippet.
  2. Using a shortcut
    • Press the F2 key.
    • Select the option "Object layer" or "Visual Basic".
    • Select the code snippet.
  3. Using an aliases
    • Enter an alias.
    • Use Tab to insert the code snippet.

      NOTE: Remember that the connection name is case sensitive.

NOTE: If you select the code snippet using a shortcut or the icon, a short description and the shortcut name is displayed in a tooltip.

TIP: You can use custom code snippets. To do this, create a directory CustomSnippets in the One Identity Manager installation directory to store the code snippets. Use Visual Studio documentation to develop your own code snippets.
Inputting Values using Dollar ($) Notation

If you enter a "$" in fields which expect VB.Net expressions, a wizard opens. All properties of the current object are displayed. You can also see a tooltip with a detailed description of the property. If you select an FK column, you can navigate to the columns of the associated table using the arrows keys. Exit the selection on the target column with Enter or by double-clicking. The complete $ notation for your selection should now be shown in the input column. Use Esc or exit the input field to close the list without accepting any data.

Figure 10: Help List for Dollar Notation

Table 25: Meaning of the Symbols used in the Help List.
Icon Meaning
Property of current object.
Primary key (PK).

Foreign key (FK).

Dynamic foreign key

Table

Special properties
Script
Table 26: Help List Functions
Shortcut Action
Down arrow Opens the help list.
Up arrow, down arrow Swaps to next or previous entry respectively.
Left arrow, right arrow Swaps from FK to parent object or back to the child object respectively.
Enter Accepts the value in dollar notation.

Customizing the One Identity Manager Default Configuration

Customizing the One Identity Manager Default Configuration

You can customize large parts of the One Identity Manager default configuration. For example, you can specify your own display names for columns or menu items or define your own templates and formatting rule for column values.

  • Changes to data are labeled with the icon in front of the modified value. As long as the changes have not been saved, you can restore them by clicking on the icon.
  • Changes to the default configuration are labeled with the icon in the Designer. To restore the default configuration, click on the icon.

If you customize a default configuration, the change is captured by a trigger and the default configuration is copied into a configuration buffer. You can retrieve changes from the configuration buffer and restore the default configuration in this way.

If the default configuration is changed by a service pack, a complete version upgrade or by loading a hotfix package during a One Identity Manager version upgrade, a check is made to see if it has already been customized. In this case, the modified default configuration is copied to the configuration buffer. This ensures that customizations do not go missing.

You can prevent individual properties from being overwritten by transports or normal editing using a lock.

For example, you might want to block processing:

  • Configuration parameters and their values should not be overwritten when a test environment is transported to a productive system.
  • Server configurations should neither be overwritten in the test environment nor the productive system during a transport.
  • Passwords of administrative user accounts should neither be overwritten in the test environment nor the productive system during a transport.

To lock single properties for editing

  1. Open the object you want to lock, in the Designer or Manager.
  2. Click on the property name and select the context menu Prohibit modification.
    The input field is locked and grayed-out.
  3. To unlock the property again, click the property's name and select Permit modification.

Checking Data Consistency

The consistency check provides different tests for analyzing data objects and to ascertain the current state of their data. You can use your own tests as well as the predefined one and repair the data if necessary.

NOTE: You should run a consistency check at regular intervals or after major changes to the system configuration.

You can run consistency checks in the Manager and in the Designer. Database tests are run in their entirety in the Manager and the Designer. In the case of table tests and object tests in the Manager, the application model is tested and in the Designer, the system model is tested.

Note: The Consistency Editor is only available if the current user is authorized to use the function "Option to call a consistency check for a database (Common_ConsistencyCheck)".

Detailed information about this topic
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