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Identity Manager 8.1.5 - Configuration Guide

Table of Contents

About this guide One Identity Manager software architecture

Working with objects in One Identity Manager Inserting, modifying, and deleting an object in One Identity Manager

Customizing the One Identity Manager default configuration

Reloading changes dynamically Locking and unlocking individual properties for editing System configuration reports

Customizing the One Identity Manager base configuration

Overview of the database settings Changing database connection data Database configuration for a test, development, or productive environment

Changing the database staging level

Language settings for displaying and maintaining the data

Setting login languages

Configuration parameters for system configuration

Editing configuration parameters Creating custom configuration parameters Configuration parameter properties Configuration parameter options

One Identity Manager schema basics

Overview of the One Identity Manager schema

Displaying data models in the Designer Displaying the column dependencies based on templates

Table types and default columns in the One Identity Manager data model Notes on editing table definitions and column definitions Table definitions

Table types in One Identity Manager

Database views of the View type Database views of the proxy type Database views of the Union type Database views of the Read-only type

Table scripts Working with a globally unique identifier module Defining unique columns for tables Editing table definitions Table definition properties Displaying the table definition Customizer

Column definitions

Templates for generating values

Editing value templates Preventing a change to a column Restricting the execution of value templates Example of local value templates within an object Example of cross-object value templates

Limiting column length Defining decimal places for displaying values Using predefined formatting types Creating formatting scripts Column dependencies for setting values Permitted values for a column Configuring columns for full-text search Scripts for conditionally displaying and editing columns Editing column definitions Column definition properties

Table relations Dynamic foreign key Supporting file groups

Editing the user interface

Object definitions for the user interface

Selection criteria for object definitions Using the captions for object definitions Editing object definitions Object definition properties

User interface navigation

Navigation elements Recommendations for editing menu navigation Notes on working with the User Interface Editor Selecting the user interface navigation view for editing

Loading a complete user interface navigation Loading menu navigation using an application Direct loading of menu items Loading menu items through permissions groups Loading menu navigation using a where clause

Simulating user interface navigation during editing Copying existing UI navigation for new permissions groups Creating a new user interface navigation Copying menu items Creating new menu items Creating new menu categories Assigning menu items to an application Assigning menu items to a permissions group General menu item properties Creating database queries for data-dependent menu items

Recursive data-dependent menu items

Display template for displaying a list Defining insert values

Using links Using variables

Creating and displaying variables

Forms for the user interface

Recommendations for editing forms Editing user interface forms

Tips for working with the Form Editor Disabling user interface forms Copying user interface forms Creating a new user interface form Assigning user interface forms to applications Assigning user interface forms to permissions groups Assigning user interface forms to object definitions

Effects of object definitions when displaying interface forms

Assigning user interface forms to a menu items Displaying custom columns and tables on master data forms Forms for custom extensions

Hierarchical display of data on assignment forms Replacing default forms with custom forms

User interface form properties

Form definitions and form templates

Form templates Form definitions Configuration data for displaying many-to-many and object relations on forms

Working with overview forms

Creating overview forms Adding more form elements to the overview form Special features of editing overview forms Customizing the form elements layout Previewing an overview form during editing Disabling overview forms and form elements Deleting form elements Deleting overview forms

Statistics in One Identity Manager

Editing statistic definitions

General properties of a statistic definition Querying statistic measurements

Disabling statistics definition Including statistics in the user interface

Using reports in statistics Using simple reports in statistics

Diagram types for visualizing statistics Examples of statistic definitions

Extending the Launchpad

Recommendations for extending the Launchpad Actions for the Launchpad Creating new menu items and actions for the Launchpad

Task definitions for the user interface

Editing task definitions Disabling task definitions Properties of task definitions

Applications for configuring the user interface

Application properties

Icons and images for configuring the user interface Using predefined database queries

Localization in One Identity Manager

Working in different time zones Determining working hours Editing country information

Setting countries and states Specifying the standard hours for countries and states/provinces/counties Displaying public holidays for countries and states Editing countries Editing states Country properties State properties Public holiday properties

Language-dependent data representation

Basic rules for using language-dependent data Flagging columns for translation Using the text memory for translation Displaying translations in the Language Editor Showing usage of a translation Editing translations of a single table Editing all translations Changing the key text of a translation Importing the translation.

Process orchestration in One Identity Manager

Setting up Job servers

Editing the Job server

Job server properties

Machine roles and server functions

Overview of server functions Overview of machine roles

Job server statistics Connection data for process generation

Entering connection data for the application server Entering Job server connection data

Installing the One Identity Manager Service on a Job server remotely

Configuring the One Identity Manager Service

One Identity Manager Service configuration files Customizing the One Identity Manager Service configuration for a Job server

Template for the configuration file Selecting module types and editing parameters Validating the configuration file

Process collection module

MSSQLJobProvider FileJobProvider FTPJobProvider HTTPJobProvider AppServerJobProvider

Job destination module

JobServiceDestination FileJobDestination FTPJobDestination HTTPJobDestination

Configuration module Logwriter module

EventLogLogWriter FileLogWriter

Dispatcher module Connection module HTTP authentication module Module plug-ins

HTTPLogPlugin ScheduleCommandPlugin RequestWatchDogPlugin PerformanceCounterPlugin DebugMailPlugin ShareInfoPlugin RemoteConnectPlugin

File module with private key

Handling processes in One Identity Manager

Editing processes with the Process Editor Defining processes

Creating and editing processes Copying processes Creating and editing process steps Copying single process steps Copying process steps within a process Searching for entries within processes Comparing processes Exporting and importing processes Properties of a process Process step properties Process step parameters

Editing process step parameters Properties of process step parameters Allocating parameter values

Events for processes

Creating events for processes

Permissions for triggering processes

Simulating process generation Checking the validity of a process Compiling a process Using process-specific and global variables for the process definition Thresholds for handling processes Specifying the executing server

Selecting servers with server functions Selecting servers with selection scripts

Notifications about process step handling Executing processes automatically

Displaying process plan status Starting a process plan immediately Creating and editing process plans Process plan properties

Overview of process components

Properties of process components, process tasks and parameter templates

Tracking changes with process monitoring

Basic rules for process monitoring Logging data changes

Labeling columns for recording changes to data

Logging process information during process handling

Editing process information for processes Editing process information for process steps Editing process information for events

Recording messages in the process history Process tracking for DBQueue Processor operations

Example of replacing the GenProcID

Archiving and deleting records

Deleting log entries in the One Identity Manager database without archiving Specifying data retention periods Optimizing performance by deleting log entries

Conditional compilation using preprocessor conditions

Preprocessor-relevant configuration parameters Preprocessor conditions in objects Preprocessor conditions in VB.Net expressions Evaluation of preprocessor conditions during compilation

Scripts in One Identity Manager

Using scripts Notes on message output Notes on using date values Using dollar ($) notation

Accessing local object columns Accessing columns of an object connected by a relation Accessing the old column value Accessing the display value of a column Accessing references in comments Accessing metavalues of the local object

Using base objects Calling functions Pre-scripts for use in processes and process steps Using session services

Querying configuration parameters Testing for the existence of certain database entries Querying session object global variables

Using #LD-notation

Using #LD notation in process tracking Example of specifying the language or language variant

Script library Support for processing of scripts in Script Editor Creating and editing scripts in the Script Editor Copying scripts in the Script Editor Testing scripts in the Script Editor Testing script compilation in the Script Editor Overriding scripts Permissions for executing scripts Editing and testing script code with the System Debugger

Loading the script library Tips on editing script code in the System Debugger Logging database queries and object actions Testing script code in the System Debugger

Testing scripts in the System Debugger Testing templates and formatting scripts in the System Debugger Testing methods in the System Debugger Testing table scripts in the System Debugger

Saving changes to the database

Extended debugging in the Object Browser

Creating local debug assemblies Debugging in the Object Browser Troubleshooting debugging in the Object Browser

Reports in One Identity Manager

Working with the Report Editor

Menu items in Report Editor Views in the Report Editor Report Editor program settings Logging database queries

Creating and editing reports in the Report Editor Editing general report properties Creating and editing a data source

Data retrieval using a SQL query Data retrieval using a database view Data retrieval using an object Data retrieval using single object history Data retrieval using multiple object history Data retrieval using historical assignments Data query for simulation data

Report parameters

Editing report parameters Editing general parameter settings Editing parameter value definitions Settings for calculating values

Using virtual data sources Editing the report form

Adding data fields to report forms Tips for entering dates in reports

Example of a simple report with data grouping Translating reports Embedding reports in the user interface Creating and exporting reports on a cyclical basis

Adding custom tables or columns to the One Identity Manager schema

Creating new tables Extending tables Defining columns

Creating simple columns Creating foreign key columns Creating dynamic foreign keys Creating new columns for database views with type view Advanced configuration of columns

Creating database views with read-only type

Using Common Table Expressions in read-only database views

Creating database views with Union type Creating new assignment tables Creating indexes Removing custom schema extensions

Possible error messages due to custom schema extensions

Permissions for schema extensions Change labels for the schema extensions Adding schema extensions to the database Recommendations for advanced configuration of custom schema extensions Managing custom database objects within the database

Web service integration

Binding a web service

Generic web service call Direct web service call Self-defined web service call Creating web service solutions with the Web Service Integration Wizard

Modifying a web service solution Deleting a web service solution

SOAP Web Service

Installing and configuring the SOAP Web Service

Installing the SOAP Web Service Configuring the SOAP Web Service Displaying the SOAP Web Service‘s status Uninstalling SOAP Web Service

Examples of calls

One Identity Manager as SPML provisioning service provider

SPML web service Installing and configuring the SPML web service

Installing the SPML Web Service Configuring the SPML web service Uninstalling the SPML Web Service

Configuring the One Identity Manager schema

Preparing the One Identity Manager schema for export to the SPML schema Creating schema files

Testing SPML web service functionality

Configuring the SPML test front-end Using the SPML test front-end

Processing DBQueue tasks

Configuring the DBQueue Processor for test and development environments Initializing the DBQueue Processor Configuring notification behavior for DBQueue Processor initialization Reinitializing the DBQueue Processor Controlling processing of DBQueue Processor tasks Processing DBQueue Processor tasks Reactivating DBQueue Processor tasks Bulk processing in the DBQueue Processor How the central dispatcher communicates with individual slots

Communication during processing

One Identity Manager Service configuration files

Jobservice.cfg viNetworkService.exe.config

Country properties

Table 65: Country properties
Property	Description
Country name	Name of the country.
Description	Description of the country.
Enabled	If this option is set, this country is can be selected from the list in the administration tools. This helps to limit the selection of time zones and languages.
Daylight saving time	Specifies whether daylight saving time is taken into account when the difference to UTC time is calculated.
Hours (default)	Specify the working hours which apply across the country. Working hours are taken into account when calculating time periods, for example in the IT Shop.
Country name (national language)	Name of the country in the national language using the national script.
Capital city (national language)	Name of the capital city in the national language using the national script.
Country code	International telephone code for the country.
International vehicle reg. ID	International identifier for vehicle license plates.
ISO code (2-letter)	Two letter country code for this country. This data has to comply with ISO 3166, a standard for coding geographical units.
ISO code (3-letter)	Three letter country code for this country. This data has to comply with ISO 3166, a standard for coding geographical units.
ISO code (numeric)	Numeric country code for this country. This data has to comply with ISO 3166, a standard for coding geographical units.
Object class	Object class for mapping country data in an LDAP schema.
Search mask	Search mask for mapping country data in an LDAP schema.
UTC Offset (average)	Average time difference between country and UTC time. This value is calculated by the DBQueue Processor based on the country‘s time zones.
Language	Language and language code of the country. The language specifies the language for email notification sent to users.
Time zones	The country's time zone. The calculation of processes that are time dependent, such as in the IT Shop, is taken in account by specifying a time zone.
Holidays	National holidays.
States	States within this country.

Related topics

State properties

Table 66: State properties
Property	Description
State	Name of the state.
State name (national language)	Name of the state in the national language using the national script.
Country	Enter the country that the state belongs to.
Enabled	Use this option to mark the states that your system uses.
Daylight saving time	Specifies whether daylight saving time is taken into account when the difference to UTC time is calculated.
Hours (default)	Specify the working hours which apply across the state. Working hours are taken into account when calculating time periods, for example in the IT Shop.
Capital city	Name of the state's capital.
Capital city (national language)	Name of the capital city in the national language using the national script.
Short name	Code according to ISO 3166-2 for the state, such as CA for California or SN for Saxony.
UTC Offset (average)	Average time difference between country and UTC time. This value is calculated by the DBQueue Processor based on the state‘s time zones.
Language	Language and language code of the country. The language specifies the language for email notification sent to users.
Time zones	The country's time zone. The calculation of processes that are time dependent, such as in the IT Shop, is taken in account by specifying a time zone.
Holidays	Public holidays of the state.

Related topics

Public holiday properties

Table 67: Public holiday properties
Property	Description
Date (ISO Format)	The date of the public holiday is entered in ISO format, for example, yyyy-mm-dd where: yyyy - year, four digits mm - month, two digits dd - day, two digits
Public holiday name	Name of the holiday.
Public holiday name (national language)	Name of the holiday in the national language using the national script.
Country/State	Name of the country/state for the public holiday.
Processing status	The processing status is used for creating custom configuration packages.
Deactivated	Specifies whether the public holiday is disabled or not.

Related topics

Language-dependent data representation

One Identity Manager supports language-dependent representation of data. You can use this feature to edit display text in different languages for the One Identity Manager tool user interfaces. You can also create multi-language text for process information output, script processing as well as processing messages.

Detailed information about this topic

Related topics

Language settings for displaying and maintaining the data

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