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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

Functions in the Navigation View

The navigation structure of the user interface is hierarchical and allows users to drill down to the selection of an object definition. The top level of the hierarchy is used to classify the data managed by One Identity Manager into specified categories. Categories include a range of different menu items. Select a category on the category tab. You can configure additional settings in the configuration menu.

Figure 7: Navigation view in the Manager with the "Organizations" category as an example

The following types of menu items are used within a category:

  • Fixed menu items that sort a category's objects according to various criteria.
  • Data-dependent menu items to display a hierarchical structure within a table.

TIP: If menu items are linked to preprocessor-relevant configuration parameters, the preprocessor conditions are shown behind the menu items. Enable "Show additional navigation options" in the program settings.

Specific mouse commands are available:

  • You can open or close a menu item by double-clicking on the entry name.
  • Click the name of the menu item to show the found objects in the result list, as long as a corresponding object for that object type is found. If there are no objects for a defined menu item, the result list is empty.
Table 10: General key combinations for the navigation view
Key combination Action
CTRL + Q Activate navigation structure.
Down arrow, Up arrow, Page Down, Page Up, Home, End Move up/down the navigation structure.
<+> or Right arrow Open menu item.
<-> or Left arrow Close menu item.
Enter Select an entry.
F5 Update the navigation view.

The navigation view has its own context menu. Menu commands are shown or hidden depending on the selected menu item.

Table 11: Items in the navigation view context menu
Context Menu Item Meaning
New A new object with the selected object type is added. Already entered insert values are applied.
Open on new tab The object is opened in a new form in the document view.
Refresh view Updates the navigation view.
Search... The system searches for objects in the navigation.
Add to my One Identity Manager Copies the selected menu item to the My One Identity Manager category. This helps you navigate quickly to frequently used menu items. The data is saved in the user configuration.
Add to favorites Adds the selected object to your favorites.
Remove from favorites Removes the selected object from your favorites.
Show process information The process view shows the process data for the selected object.
Task The available tasks for the object are displayed and you can run the desired task.
Definition Shows more details about configuring a menu item. This menu item is only available in expert mode.
Show deferred operations Shows the deferred operations for the objects in this category. This entry is available only if the configuration parameter "Common\DeferredOperation" is enabled.

The navigation view features a configuration bar with its own configuration menu. Press >> to open the configuration menu.

Table 12: Entries in the navigation view configuration menu
Entry in configuration menu Meaning
Show more categories More categories are shown in the list. The category icon is removed from the configuration bar.
Show fewer categories More categories in the list are hidden. These are represented by icons in the configuration bar.
Settings... The program settings appear.
Add or remove categories You can remove or add categories from the list (filter function).
Related Topics

My One Identity Manager

My One Identity Manager

The category My One Identity Manager shows the user-specific entries in the Manager. All the available infosystems and specific reports for the current user are shown here. In this category you can create and apply user-specific filters.

To copy a menu item into the My One Identity Manager category:

  • Click Add to My One Identity Manager in the context menu.

    This helps you navigate quickly to frequently used menu items. The data is saved in the user configuration.

To remove a menu item from the My One Identity Manager category:

  • Click Remove from My One Identity Manager in the context menu.
Table 13: Additional entries in the context menu for the My One Identity Manager category
Context Menu Item Meaning

Remove from My One Identity Manager

Removes the selected menu item from this category.

New filter...

Search criteria for database queries are saved as filters.

Edit filter...

The selected filter can be edited.

Remove filter

Deletes the selected filter.

Attach...

The selected filter is attached to a category. When you select a category, all objects that correspond to the filter are shown on a separate form page.

Export filter...

Exports the selected filter as an XML file.

Import filter...

Imports filters that exist as XML files.

Related Topics

Functions in the Result List

The result list shows all the objects that correspond to the object definition and the conditions of the selected menu entry. Select an entry from the list. The object is loaded and the first available form appears in the document view. If there are no objects for the selected menu entry, the document view continues to show the most recently selected form.

A list title is shown in the title bar of the result list. This depends on which menu item in the navigation structure was used to select the object. This list title also contains the number of elements in a list.

Figure 8: Examples of a result list

In the result list, an object is marked with the symbol that was set when the interface was configured. If an object is deleted by the One Identity Manager Service, the object is initially marked for deletion. It is permanently deleted only after a set time period. Objects that are selected for deletion are marked with the icon .

NOTE: Objects marker for deletion are struck through on the overview form.

By default, an object is loaded when it is double-clicked and the first available form appears in the document view.

To load objects with a single click:

  1. Select Database | Settings... from the menu.
  2. On the User tab, enable the option Use single clicks.
  3. Click OK.

Select single objects one after the other to update the opened form in the document view. Only one form is open at a time.

To display multiple forms in the document view:

  • Use Alt + Click or click Open on new tab from the context menu to open the objects.

    This means that you can quickly switch between objects without having to reload the object from the list again. The forms stay open when you switch between categories.

To edit multiple objects at the same time:

  1. Select the objects in the result list using Shift + Click or Ctrl + Click.
  2. Open the master data form either by pressing Enter, clicking the corresponding icon in the result list or clicking Tasks | Edit master data in the context menu.

New objects appear in the result list under the entry "New items". Used objects appear in the result list under the entry "Last used".

To show the most recently used objects:

  1. Select Database | Settings... from the menu.
  2. On the User tab, enable the Show recently used objects option and set the Object type count.
  3. Click OK.
Table 14: General key combinations for the result list
Key combination Action
Ctrl + R Enable result list.
Down arrow, Up arrow, Page Down, Page Up, Home, End Move up/down the list.
Enter, ALT + Enter Open an item.
Shift + Click + Enter or Ctrl + Click + Enter Select multiple entries and open the master data form to edit multiple entries.
F5 Update the result list.

The result list has its own toolbar and context menu.

Table 15: Toolbar functions
Icon Function

Edit. Opens the master data form.

New. Creates a new object.

Delete. Deletes the object.

Undo delete. Redo delete.

Reload the data. Reloads the objects.

Search. Search in result list.

Filter. Filter result list.

Export result list.

Table 16: Entries in the Result List Context Menu
Context Menu Item Meaning
New A new object with the selected object type is added. Already entered insert values are applied.
Delete The selected object is deleted once the security prompt is confirmed.
Undo delete After confirming the security prompt, the object is undeleted. This option is only available if the object was marked for deletion.
Open on new tab The object is opened in a new form in the document view.
Search... The system searches for objects in the navigation.
Add to favorites Adds the selected object to your favorites.
Remove from favorites Removes the selected object from your favorites.
Show process information The process view shows the process data for the selected object.
Task The available tasks for the object are displayed and you can run the desired task.
Properties... Show other properties of the active object. This menu item is only available in expert mode.
Related Topics

Functions in the Task View

When you select an object, the task view shows the tasks and title of available reports. To run a task or open a report, select an item in the task view. Use the tooltip to show a more detailed description of a task or a report.

Figure 9: Task view

TIP: If tasks are linked to preprocessor-relevant configuration parameters, the preprocessor conditions are shown behind the tasks. Enable "Show additional navigation options" in the program settings.

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