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Identity Manager 8.0 - Web Portal User Guide

Getting Started Request Attestations Compliance Ownerships
My Responsibilities Delegation Ownerships Auditing Governance Administration
Related Applications Calls Settings... Discovering your Statistics on the Start Page

Simple Navigation

Simple Commands
Table 7: Overview of simple commands

Tab

Navigate between single elements

ENTER or, if required, SPACE

Confirm input.

BACKSPACE

Navigate to previous page

ALT + LEFT-ARROW or ALT + RIGHT-ARROW

Navigate to previous or next page

NOTE: Take into account that not all browsers behave the same. The shortcuts described here were set up with the help of Internet Explorer 9.

Go to start page
Table 8: Overview of key combinations for navigating

TAB

Navigate forward.

SHIFT + TAB

Navigate backward.

ENTER

Execute an action.

 

The elements on the home page are selected in the following order.

  1. One Identity Manager logo (link to start page).
  2. One Identity logo.
  3. Settings in the heading.
  4. Menu left side.
  5. Different categories.

You can recognize the selected element by the outline or underline.

Search

You can use the tab key to select the Search box. Once the box is selected, the search entry disappears and you can enter a new term in Search. Confirm your input with ENTER.

Simple Elements
Table 9: Overview of the controls used

Button

Use the tab key to navigate to the control and press ENTER to execute the action.

Link

Navigate to the desire link with TAB and press ENTER to open a new page or dialog box.

Popup

Click ESC to leave the popup window with executing anything. Click ENTER to execute. If there is more than one action to execute, navigate with TAB to the desired action and execute with ENTER.

Menu

Use TAB to navigate to the menu. The selected element changes its color. Press ALT + DOWN-ARROW or ALT + UP-ARROW to expand the entire menu. Use the arrow keys to choose between the different elements. Use TAB to leave the menu. You do not need to confirm by pressing ENTER or SPACE.

Text box

Navigate to the desired text box. If text input is possible, the cursor blinks and you can write in the text box. Exit the text box with TAB. You do not need to confirm by pressing ENTER or SPACE.

Tiles

Navigate to the tile you want and click on it to display the view.

Check box

If a check box is already enabled, it means it has been preset. Use SPACE to select the desired check box. You can multi-select.

Radio button

Use radio buttons to enable a function or to make a selection. Use SPACE to select a radio button. Multi-select is not available.

Installed Controls
Table 10: Overview of other controls

Tree view

Use ENTER to expand or collapse a tree view. A plus sign next to the tree root mean it can be expanded by pressing ENTER. A minus sign means it can be collapsed by pressing ENTER.

Calender

Navigate to the arrow next to the date display and use SPACE to open the calender. Today’s date is grayed out. Navigate with TAB to set the month and year. Use CTRL + ENTER to select a day.

Searching

A lot of views provide the option to search by the current context. For example, when you look at your list of resources, you can search specifically for one resource. You can select the simple search, where you enter a single search string, or the advanced search, where you can apply several parameter to the search.

NOTE: The searches are not case sensitive.

However, there are certain rules that make successful global searching possible in the Web Portal. These are described in the following table using examples.

Table 11: Rules with examples for searching in the Web Portal

Example

Description

John Doe

Finds John Doe but nor John Donut.

Search results must contain ALL of the separate terms in the query. A logical "AND" is applied.

John OR Doe

Finds Jane Doe and John Donut.

Adding an "OR" between the search terms, acts as a logical OR operator. The result of this search contain at least one of the two search terms.

John NOT Doe

Finds John but not John Doe.

Results of this search do not contain the term, which comes after "NOT".

J*

Finds John and Joanna.

The * is a wildcard for any other characters, which complete the term.

Do?

Finds Doe but not Donut.

The ? is a wildcard for one more character, which completes the term.

"John Doe"

Finds results in which "John" and "Doe"

Results of this search contain the string in quotes as phrase.

John Doe~

Finds Jon Does but also other similar results. A tilde after the search term, allows the search to find similar results. The means that incorrectly spelled terms can be found as well.

You can specify the level of similarity by adding a number between 0 and 1 (with decimal point) after the tilde. The higher the number, the more similar the results.

To display the search results to the user as quickly as possible, suggestions for possible words are already shown for while you are entering the characters. This includes the final word you enter, if it is not ended by a delimiter. This behavior applies if the project parameter VI_Common_SqlSearch_PrefixLike is set.

During the search, the search strings are broken down into tokens by the search index in use. The search terms are compared with these tokens.

You can define delimiters in the configuration parameter "Common\Indexing\IndexNonTokenChars". The configuration parameter can be extended if certain characters in the search text have linking function.

Alternative tokenizing is used, if the configuration parameter "Common\Indexing\IndexUseLegacyAnalyzer" is set. The alternative method of tokenizing is preferable for long tokens. For example, if the string "Department_01" is a token, the partial string "Department" is considered to be a token.

The following tokens are named.

Table 12: Tokens for alternative tokenizing

Token

Description with Example

Words

Sequence of letters and/or numbers

Enumeration

Words linked by punctuation marks (_-/.,) of which at least every second one contains a number.

An example is Department_01.

Sequences are also decimal numbers and IP addresses.

Email addresses

An email address is often made up of first name, last name, company name and generic top-level domain (for example .com). The order or spelling of the first and last names may vary (for example, use of initials). The special character @ and the punctuation mark (.) not only separate each part of the email address but also links them so that

Examples of email addresses are Ben.King@company.com or C.Harris@company.com.

Host names

For example, website.xyz.com

Acronym

For example, U.S.A.

Apostrophe

For example, O'Reilly

@, & surrounded by letters

For example, Me&you.

Umlauts such as ä, ö, ü

For example, Max Müller.

NOTE: Changing the configuration parameter means rebuilding the search index, which may take some time.

Detailed information about this topic

Context-Independent Search

Context-independent search is available at all times in the header.

To execute a context-independent search.

  1. Perform one of the following tasks.
    1. Enter a string to search for in the text field in the header and press Enter to start the search.
    2. Click in the header and enter a string to search for in the Search results view.

Simple Search

A simple search is context-dependent as opposed to context-independent help and is available where several entries are listed. For example, the Request history view normally lists several entries and a search is available above the list.

NOTE: You will find the simple search everywhere where there are more than one items listed.

To execute a simple search

  • Perform one of the following tasks.
    1. Mark one of the entries in the list.
    2. Apply a filter before you mark an entry in the result list.

For more information, see Filter.

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