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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

User Interface of the One Identity Manager Tools

The User Interface of the One Identity Manager Tools

The following describes the layout of the user interface of the One Identity Manager tools, using the example of the Manager. The basic elements and functions of the user interface are the same for all of the One Identity Manager tools.

Certain components of the One Identity Manager’s graphical user interface are stored in the One Identity Manager schema and can be tailored to suit customer requirements. Menu items in the navigation structure, interface forms, and task definitions can be configured in this way.

Menu items, interface forms and task definitions are assigned to permissions groups. The user's effective components of the user interface depend on the authentication module used for logging in to the One Identity Manager tools. If a user logs in to a One Identity Manager tool, a system user is found and the available menu items, interface forms, task definitions, and individual program functions are identified depending on the permission groups to which this system user belongs and the adapted user interface is loaded.

Data is displayed as objects in the user interface. User interface objects are meta-objects. You provide a selection of configurable elements, which describes how the data stored in the database is perceived. These objects enable data to be distinguished by specific properties. They provide an additional control function for configuring the user interface. Hence, interface forms and tasks are linked to object definitions which means that different forms and tasks are displayed in the user interface depending on which object is selected.

NOTE: See the One Identity Manager Configuration Guide for details on how to adapt the user interface to your needs.

The User Interface Layout

You can control the One Identity Manager tools' graphical user interface with using mouse and key combinations. A minimum screen resolution of 1280 x 1024 pixels is recommended with at least 16 bit color for the best display.

The user interface consists of the following components:

  1. Title bar

    In the title bar you can see the program icon, program name and connected database shown as follows: <User>@<Database server>\<Database (description)>.

  2. Menu bar

    The menu bar gives you different menus and menu items. The menus Database and Help are always there. If a database is open, you can see more menus.

  3. Toolbar

    Each program component comes with its own toolbar.

  4. Editing area

    The editing area has different views for displaying and editing data.

  5. Status bar

    The status bar shows various items of status information. Some status data is shown by way of icons. Which icons are displayed is partially dependent on the program settings selected.

Figure 6: Manager user interface

Related Topics

Status Bar Information

The status bar shows various items of status information. Some status data is shown by way of icons. Which icons are displayed is partially dependent on the program settings selected.

The status bar comes in different colors.

Table 3: Meaning of the Colors
Color Meaning

none

Development environment database is connected.

Red

Simulation mode is enabled.

Green

Test environment database is connected.

Yellow

Productive environment database is connected.

Table 4: Status bar icons
Icon Meaning

Current user.

The DBQueue Processor was stopped.

The services were stopped.

The database is connected.

Database status (database activity such as loading or saving objects).

Quick edit is enabled.

The field definitions (technical tables and column names) are displayed.

Additional information on the navigation objects is displayed.

The database must be compiled.

The program is in simulation mode.

A warning has been written to the error log.

An error message has been written to the error log.

The database is in recovery mode. It is not possible to process data at this time.

The status bar also shows the following information:

  • The connected database in the following format: <Server>\<database (description)>
  • The definition of the current object
  • The name of the activated form in the following format: <logical form> [(<physical form>)]

Tip: Double-click the name in the status bar to copy the object definition, the form name or the name of the database connection to the clipboard.

Related Topics

Menu Items in the Manager

Menu Items in the Manager

Table 5: Meaning of Items in the Menu Bar
Menu Menu Item Meaning Key combination

Database

New connection...

Creates a new database connection.

Ctrl + Shift + N

Close connection

Closes the current database connection.

 

Change management...

Opens a dialog box for editing change labels. This menu item is only available in expert mode.

 

Start/stop simulation

The program switches to simulation mode or working mode. This item is available when the logged in user is authorized to use this functionality.

 

Export data

A form opens in which you can confirm the export data. This item is available when the logged in user is authorized to use this functionality.

 

Show deferred operations

Deferred operations are displayed. This entry is available only if the configuration parameter "Common\DeferredOperation" is enabled.

 

Check data consistency

This opens the consistency check form. This item is available when the logged in user is authorized to use this functionality.

 

Change password...

The logged in user can change the password.

 

Settings...

For configuring general program settings.

 

Exit

Exits the program.

Alt + F4

Object

New

A new object with the displayed object type is added.

Ctrl + N

Save

Saves all changes to an object.

Ctrl + S

Set change time stamp...

You can set the time of the change. This entry is available only if the configuration parameter "Common\DeferredOperation" is enabled.

 

Delete

Deletes selected object.

CTRL + D

Set deletion time...

You can set the time that the object is deleted. This entry is available only if the configuration parameter "Common\DeferredOperation" is enabled.

 

Undo delete

After confirmation, the deletion process is reversed. This option is only available if the object was marked for deletion.

 

Discard changes

Any unsaved form entries are discarded.

Ctrl + Shift + D

Reload

The object is reloaded.

Ctrl + F5

Properties

Show other properties of the active object. This menu item is only available in expert mode.

 

Reapply templates

All object templates are reapplied. This menu item is available only in the object's master data form.

 

Add to favorites or remove from favorites

Add the current object to your favorites or remove it from your favorites. These options are shown alternately.

Ctrl + B

Back

Shows the previous form in the order in which the forms were viewed.

Alt + Left arrow

Forward

Shows the next form in the order in which the forms were viewed.

Alt + Right arrow

View

Navigation

Activates the navigation view.

CTRL + Q

Result list

Opens the result list.

Ctrl + R

Documents

Enables the current document.

Ctrl + O

Favorites

Shows or hides your favorites.

 

Task

Shows/hides task field.

 

Error log

Shows/hides the error log.

 

Process Information

Shows or hides the process view.

 

TimeTrace view

Shows or hides the TimeTrace view.

 

Database search

Shows or hides the database search.

 

Home page

The start page is displayed.

 

Enable quick edit mode

Enables or disables quick edit mode.

 

Close current document

Closes the current document.

F4

Close all documents

Closes all open documents.

 

Enable document

Shows all open documents. You can toggle from one open document to the next.

 

Layout

Changes the layout of the program’s interface.

Ctrl + Shift + L (load in expert mode)

Display field definitions

The technical table and column names are shown in the editing forms. This menu item is only available in expert mode.

 

Display navigation objects

Displays the loaded navigation objects. This entry is available only if the program setting Show additional navigation information is enabled.

 

Plugins

Name of the

Plugin

Shows the available plugins so that you can apply them.

 

Help

Community

Opens the One Identity Manager community website.

 

Support Portal

Opens the One Identity Manager product support website.

 

Training

Opens the One Identity Manager training portal website.

 

Online documentation

Opens the One Identity Manager documentation website.

 

Search...

Opens the search dialog box.

 

Form help

Opens the help for this form.

F1

Info...

Shows the version information for program.

 

Table 6: Toolbar functions
Icon Meaning
Show homepage.
Show the previous form in the order in which the forms were viewed.

You can see the form history from the selection menu. You can select any form you wish from here.

Show the next form in the order in which the forms were viewed.

You can see the form history from the selection menu. You can select any form you wish from here.

Show/hide database search dialog.
Add a new object of that object type.
Saves changes.
Set time at which to save an object's changes.

This entry is available only if the configuration parameter "Common\DeferredOperation" is enabled.

Deletes object.
Set time at which to delete the selected object.

This entry is available only if the configuration parameter "Common\DeferredOperation" is enabled.

Redo delete.

This option is only available if the object was marked for deletion.

Discard unsaved changes from the form.
Update object.
Add object to favorites.
Remove object from favorites.
Print form. Printer settings are configured in the configuration menu.
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