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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

Views in the Manager

Views in the Manager

The editing area in the Manager has different views for displaying and editing data.

Table 7: Views in the editing area
View Description
Navigation overview

The navigation view shows suggested navigation starting points for the current user.

Result list

When you select a menu item in the navigation view, the result lists shows all the objects that correspond to the object definition and the conditions of the menu item.

Document view

The document view shows the forms to edit a selected object.

Task view

The task view shows the tasks and reports available for an object.

Favorites list

This view is used to compile individual menu items into a user-specific favorites list.

Error log

The error log shows errors and warnings that occurred when working with the Manager.

Process Information

This view is used to analyze the process data resulting from data changes.

TimeTrace view

In this view you can track changes to an object that were made up to any point in the past.

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Selecting the Display Mode

The Manager can display the editing area in standard mode or expert mode. The layout of the default view varies between modes. The current user's layout is saved in the user configuration so that when you restart the program the last layout you used is shown.

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Simple Display Mode

To select simple display mode:

  1. Select Database | Settings... from the menu.
  2. On the User tab, disable the option Enable expert mode.
  3. Click OK.

In simple display mode, as well as the default layout there are two other layouts (View 1, View 2).

To change the layout:

  • To set a layout, in the menu click View | Layout | View 1 or View | Layout | View 2.
  • To reset the layout to default values, on the menu click View | Layout | Reset default.
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Expert Mode

Expert Mode

To select expert mode:

  1. Select Database | Settings... from the menu.
  2. On the User tab, select the option Enable expert mode.
  3. Click OK.

In expert mode you can use the mouse to change the position and size of the editing windows in the user interface. Use the pin on a window's title bar to enable or disable "Auto-Hide" mode. When this mode is enabled the selected window slides into or out of the area. To select a window in "Auto-Hide" mode use the icon in the navigation bar at the side.

To change the layout:

  • To save the layout, on the menu click View | Layout | Save and enter a Name.
  • To load a layout, go to View | Layout | Load or Ctrl + Shift + L.
  • To reset the layout to default values, on the menu click View | Layout | Reset default.

There are other menu items and functions available in expert mode.

Table 8: Other menu items in expert mode
Menu Menu Item Meaning Key Combination

Database

Change management...

Opens a dialog box for editing change labels.

View

Display field definitions

The technical table and column names are shown in the editing forms.

Layout\Save

Save the current layout.

Layout\Load

Load a layout.

Ctrl + Shift + L

Object

Properties

Show other properties of the active object.

Table 9: Additional context menu items
Context menu Meaning

Definition

This shows advanced technical information about configuring a menu item. This menu item is only available in navigation view. The option "Show additional navigation objects" must also be enabled in the program settings.

Properties...

Shows other properties of the object.

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