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Identity Manager 8.0 - User Guide for the User Interface and Default Functions

About this Guide Logging into One Identity Manager Tools User Interface of the One Identity Manager Tools
The User Interface Layout Status Bar Information Menu Items in the Manager Views in the Manager Current User Customizing Program Settings Using Help Detailed Information about the User Interface Limiting List Entries Searching for List Entries Using Custom Filters for the Database Search Displaying Advanced Properties of an Object Editing Multiple Objects Displaying Reports Configuring the Infosystem Committing Data on Change Conflicts
Analyzing Data from the Process Monitoring System Analyzing Historical Data with TimeTrace Scheduling Operations Activation Times Working in Simulation Mode Exporting Data Checking Data Consistency Working with Change Labels Error Search How To? - Quick guides

Searching for List Entries

Use the search dialog to search for entries within a list.

To search in a list

  1. Open the search dialog with Search... in the context menu, with or CTRL + F.
  2. Enter the Search term or select a previous one from the list using the arrow button.
  3. Set the option Case sensitive if required.
  4. Start the search with Search or Enter.
  5. Use F3 to continue searching.
  6. End the search with Esc.
Table 36: Shortcuts for the Search Dialog Box
Shortcut Action
Ctrl + F Open search dialog box.
Enter Start search.
Esc End search.
F3 Search next.

For a wider ranging search, use the database search function.

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Using Custom Filters for the Database Search

User filters allow the current user to view specified data according to the conditions they have selected. Filters should always relate to objects in the context of object definitions. The main components of a user filter are:

  • A search in the objects' display values
  • A customized search condition (where clause)
  • A full text search

You have the option to set up ad hoc filters and permanent filters. Ad hoc filters are used for a one-off reduction of list entries. These filters are not saved and are applied to the data immediately.

A permanent filter is recommended if you want to reuse it more frequently. Permanent filters are saved in the user configuration and therefore are always available for use.

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Using Ad hoc Filters

Using Ad hoc Filters

Ad hoc filters are used for a one-off reduction of list entries. These filters are not saved and are applied to the data immediately.

To start an adhoc search:

  1. In the menu, click View | Database search or click Database search on the toolbar.

    The database search is shown as an extension to the navigation view.

  2. Under Search in, select the object definition.

    All object definitions in the currently selected category are displayed.

  3. Enter the search term.

    You can use * (asterisk) as a wildcard. The filter is not case-sensitive.

  4. Enable the option Full text search to conduct a full text search.

    To use full text search in the Manager, you must run the Manager over an application server with an installed search service. For detailed information about installing an application server for full text search, see the One Identity Manager Installation Guide.

  5. Start the search with Search.

    The system searches for the specified search term within the display values of the selected object definition. The search results are displayed in the result list.

TIP: Press to set the current query as the default for future search queries.

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Using Permanent Filters

Using Permanent Filters

In advanced mode, you can run the following database searches:

  • A search in the objects' display values
  • Customized search condition (where-clause)
  • A full text search with various options

As well as carrying out an ad-hoc search, you can save the search query as a permanent search filter in advanced mode. Use a wizard to set up permanent filters.

To set up a permanent search filter

  1. In the menu, click View | Database search or click Database search on the toolbar.

    The database search is shown as an extension to the navigation view.

  2. Click Advanced in the "Search" box.

    This opens the wizard to create the search.

  3. To configure a new search, click New searchin the "Saved filters".
  4. Select how the search should be run in "Search method". You can select "Full text", "SQL" or "Wildcard".
  5. Select the object definition you want to search in from the Search in menu under "Search parameter".

    The selection list displays the object definitions that are available in the navigation view category, which you used to start the database search.

    Depending on what method you selected, more search parameters appear.

  6. Specify any optional parameters.
    • Sort order (optional)

      Specify the properties (columns) by which you wish to sort the search results. Click to show all available properties according to the object definition. Click a name to copy it into the input field.

    • Display template (optional)

      Use the display template to define how to display the results. Click to show all available properties according to the object definition. Click a name to copy it into the input field.

  7. Save the search filter under "Save search".
    • Enter a name and description for the search filter and click Save..

To run a search

  1. In the menu, click View | Database search or click Database search on the toolbar.

    The database search is shown as an extension to the navigation view.

  2. Click Advanced in the "Search" box.

    This opens the wizard to create the search.

  3. Select a search filter in "Saved filters" and
  4. start the search with Search.

NOTE: Permanent search filters are shown in the category My One Identity Manager | My filters where they can be set up, run and edited.

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