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Identity Manager 8.1 - Configuration Guide

About this guide One Identity Manager software architecture Customizing the One Identity Manager default configuration Adjusting the One Identity Manager base configuration One Identity Manager schema basics Editing the user interface
Object definitions for the user interface User interface navigation Forms for the user interface Statistics in One Identity Manager Extending the Launchpad Task definitions for the user interface Applications for configuring the user interface Icons and images for configuring the user interface Using predefined database queries
Localization in One Identity Manager Process orchestration in One Identity Manager
Setting up Job servers in Designer Configuring the One Identity Manager Service Handling processes in One Identity Manager
Tracking changes with process monitoring Conditional compilation using preprocessor conditions Scripts in One Identity Manager Reports in One Identity Manager Adding custom tables or columns to the One Identity Manager schema Web service integration SOAP Web Service One Identity Manager as SPML provisioning service provider Processing DBQueue tasks Appendix: Configuration files of the One Identity Manager Service

User interface navigation

One Identity Manager administration tools with their own user interface are given their own navigation view. The navigation defines specific entry points into the One Identity Manager tool's user interface and controls the user oriented navigation down to the selection of an object in the result list. You can set up the structure of the user interface navigation through a menu. There are different types of menu items with specific uses. You can design a multifaceted navigation by combining different types of menu items.

The navigation is mapped in User interface | User interface navigation in Designer. The type of menu item determines the availability and editability of the properties.

Detailed information about this topic

Navigation elements

Table 36: Types of Menu Items
Type Description
Menu category Menu categories are displayed at the navigation top level and provide a method of grouping the data to be managed from different viewpoints. Menu categories constitute entry points into the interface navigation view. Menu categories are displayed as categories in the user interface.
Fixed Menu Item Fixed menu items are used to organize data more clearly within menu categories. These menu items are always shown in the navigation view. List properties can only be defined for fixed menu items. These specify how the table entries are displayed in the user interface result list.
Data-Dependent Menu Item Data-dependent menu items are generated by a database query that returns several data sets as output. These menu items are therefore not individual menu items, but a set of menu items depending on the output of the database query. List properties can be defined for data-dependent menu items. These specify how the table entries are displayed in the user interface result list.
Detached Menu Item Detached menu items are used to group other menu items or to define a main menu item for an application. For example, you can specify a web interface home page with a detached menu item. Detached menu items should always be created at the navigation top level. However, they do not appear in the administration tools navigation view.
Link

Links support the navigation configuration. They are used to reference frequently accessed menu items. Parts of the navigation interface that require an application several times, only need to be set up once. The referenced menu items are always shown in navigation interface as opposed to the links.

Main Form Element Main form elements are not menu items in the navigation view, but are used as the main elements in object overview forms. All child menu items are assigned to the main element.
Task category

Task categories are displayed at the navigation top level and are used to group together action-based processes. Task categories are not mapped in the navigation view but on a special form in the administration tools.

Task

Tasks are used to map single tasks within a task category. They are used, for example, as starting points for administration tool wizards. Tasks are always listed under a task category menu item. Task categories and their tasks are not displayed in the navigation view but on a special form.

Statistics This menu item is used to display statistics. Statistics are typically displayed in the info system. All statistics that are defined in one menu level can be displayed on one form or as individual menu items. Statistics can also be included as form elements.
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Recommendations for editing menu navigation

  • For fixed and database-dependent menu items you can specify list properties like display templates or object definition to be used. These properties determine how the table entries are displayed in the user interface result list.

    TIP: You can define display templates for menu items, object definitions, and table lists.

    The display pattern is determined in the following order:

    1. List display pattern for the menu item
    2. Object definition display pattern
    3. Table display pattern
  • Create menu items you can use as references (links). Thus, the parts of the navigation interface an application uses several times, only need to be created once. The referenced menu items are always shown in navigation interface as opposed to the links.
  • Utilize variables in designing menu item names and display templates as well as in insert values and database queries.

    TIP: Define the required variables in the menu item for the menu category. Variables are inherited within a hierarchical navigation. This means that variables at deeper levels of a hierarchy can be reused or overwritten. At run-time the actual value is passed to the variables.
  • To display menu items in the user interface, assign the menu items to the Manager application.
  • Assign the menu items to the permissions groups for non-role-based and role-based login.
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Notes on working with the User Interface Editor

Use the User Interface Editor to edit the navigation of the One Identity Manager tools. All menu items are hierarchically displayed in the navigation overview.

  • You can use the User Interface Editor’s wizard to create a preselection of menu items to be edited.
  • Use "drag and drop" to move menu items around within the hierarchy.
  • Use the Options | Show captions menu to switch between the technical names of the menu items and the user-friendly captions.
  • Use the Options | Create menu markers menu to mark menu items. Define the menu items using a WHERE clause wizard. These are highlighted in red in the navigation overview. Use the menu Options | Remove menu markers to removing the highlighting.
  • You can display additional columns in the navigation overview using the Options | Select columns.
  • Use simulation mode to simulate the navigation view during editing.
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