Identity Manager 8.1 - Configuration Guide

Loading menu items using permissions groups

With this task, you can select the menu items that you want to edit in the User Interface Editor wizard using permissions groups.

To load menu items using permissions groups

1. In Designer, select User interface | User interface navigation.
2. Select Load wizard to edit user interface navigation.
3. On the start page of the wizard, click Next.
4. On the Select loading method page, click .

5. On the Select permissions group page, select the permissions groups whose menu items are to be loaded.

   You can restrict the permissions groups through a specific system user or directly select the permissions groups.

6. Click Finish to complete the wizard.

   The menu items are loaded and displayed in the User Interface Editor for editing.

Related Topics

• Loading the entire user interface navigation
• Loading the user interface navigation using an application
• Directly loading menu items
• Loading the user interface navigation using a WHERE clause

Loading the user interface navigation using a WHERE clause

With this task, you can select the menu items that you want to edit in the User Interface Editor wizard using a WHERE clause.

To load the user interface navigation using a WHERE clause

1. In Designer, select User interface | User interface navigation.
2. Select Load wizard to edit user interface navigation.
3. On the start page of the wizard, click Next.
4. On the Select loading method page, click .
5. On the User defined selection page, enter the WHERE clause to load the navigation. Enter the WHERE clause manually or use the WHERE clause wizard.

6. Click Finish to complete the wizard.

   The menu items are loaded and displayed in the User Interface Editor for editing.

Related Topics

• Loading the entire user interface navigation
• Loading the user interface navigation using an application
• Directly loading menu items
• Loading menu items using permissions groups

Simulating the user interface navigation during editing

By simulating the user interface navigation in the User Interface Editor, you can see which menu items are displayed to a particular set of system users because of their permissions group.

To simulate the navigation of an application

1. In Designer, select User interface | User interface navigation.

   The menu items are loaded and displayed in the User Interface Editor for editing.

2. Define the simulation data.
   1. In the User Interface Editor, select the menu Simulation | Define simulation data.
   2. On the start page of the wizard, click Next.
   3. On the Define simulation data, specify the following settings.
      • System user for simulation: Select the system user for whom you want to simulate the navigation.
      • Application for simulation: Select the application for which you want to simulate the navigation.
   4. On the Select base object page, click Next.
   5. To end the wizard, click Finish on the last page.

3. Start the simulation from the Simulation | Start simulation menu.

   The application is opened in the simulation window.

Copying an existing user interface navigation for a new permissions group

Using the User Interface Editor‘s wizard, you can select and copy the menu items from one permissions group for another permissions group. You can also optionally use the wizard to transfer the required permissions to tables and columns, as well as the object definitions and task definitions for the permission group.

To copy an existing user interface navigation

1. In Designer, select User interface | User interface navigation.
2. Select Load wizard to edit user interface navigation.
3. On the start page of the wizard, click Next.
4. On the Select loading method page, click .

5. On the Select permissions group page, select the permissions groups whose menu items you want to copy.

   You can restrict the permissions groups through a specific system user or directly select the permissions groups.

6. On the Define target permissions group page, enter the following information.

   • Copy to (new) permissions group: Permissions group to which the individual elements of the navigation are copied.
     • Enter the name of the new permissions group. Ensure that your permissions groups begin with the customer prefix.

       - OR -

     • Select an existing permissions group.
   • Name prefix/suffix: Additional labeling of menu items At least a name prefix is required to create names for the new menu items. The name prefix is CCC. You can optionally enter a name suffix.
7. (Optional) Select copy options.

   Table 37: Copy options

   Option	Description
   Copy column permissions	The column permissions of the permissions group are copied.
   Copy table permissions	The table permissions of the permissions group are copied.
   Copy user interface form assignments	The user interface forms of the permissions group are copied.
   Copy task assignments	The task definitions of the permissions group are copied.

8. To start copying, click Next.

9. The copied elements are displayed on the Copy menu data page. The copy process can take some time depending on the number of selected parts. The components to be copied are displayed. Once processing is complete, click Next.

10. Click Finish to complete the wizard.

    The menu items are loaded and provided in the User Interface Editor for editing.

Related Topics

• Creating a new user interface navigation
• Assigning a menu item to an application
• Assigning a menu item to a permissions group
• General menu item properties