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Identity Manager 8.1 - 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

Adjusting the One Identity Manager base configuration

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

Changing the database staging level

Language settings for displaying and maintaining the data

Enabling other 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 the data model Displaying the column dependencies due to templates

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

Using table scripts Editing table relations Working with a Globally Unique Identifier module 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

Formatting of values

Defining unique columns Limiting the column length Defining decimal places for displaying values Predefined formatting types Creating formatting scripts

Column dependencies for setting values Permitted values for a column Configuring columns for full-text search Mapping dynamic foreign keys Supporting file groups Table properties Column properties

Editing the user interface

Object definitions for the user interface

Selection criteria for object definitions Using the captions for object definitions Editing the 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 the entire user interface navigation Loading the user interface navigation using an application Directly loading menu items Loading menu items using permissions groups Loading the user interface navigation using a WHERE clause

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

Uniqueness of 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

Notes on working with the Form Editor Disabling user interface forms Copying a user interface form Creating a new user interface form Assigning a user interface form to an application Assigning a user interface form to a permissions group Assigning a user interface form to an object definition

Effects of object definitions when displaying interface forms

Assigning a user interface form to a menu item 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 an overview form Special features of editing overview forms Layout of form elements 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

Including statistics in the user interface 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 a task definition Disabling a task definition 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

Enabling other 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 Labeling columns for translation Using the text memory for translation Displaying the translations in the Language Editor Showing usage of a translation Editing the translations from a single table Editing all translations Changing the key text of a translation Importing translations

Process orchestration in One Identity Manager

Setting up Job servers in Designer

Editing a Job server

Job server properties

Machine roles and server functions

Overview of server functions Overview of machine roles

Job server statistic information Connection data for process generation

Enter the connection data for the application server Enter the connection data on the Job server

Installing the One Identity Manager Service on the Job server

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 the module types and editing the parameters Validity check on configuration file

Process collection module

MSSQLJobProvider FileJobProvider FTPJobProvider HTTPJobProvider AppServerJobProvider

Job destination module

JobServiceDestination FileJobDestination FTPJobDestination HTTPJobDestination

Selecting a method 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 individual process steps Importing a process step into a process Searching for an entry within a process Comparing processes Exporting and importing processes Properties of a process Process step properties Process step parameters

Editing parameters Properties of process step parameters Allocating parameter values

Events for processes

Creating events

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 the server using the server function Selecting the server with a selection script

Notifications about process step handling Executing processes automatically

Displaying the status of process plans Starting a process plan immediately Creating and editing a process plan 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 the process information for processes Editing the process information for process steps Editing the 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

Direct deletion of records in the One Identity Manager database Specifying data retention periods

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 meta values of the local object

Using base. Object 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

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

Loading the system library 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

Reports in One Identity Manager

Working with the Report Editor

Menu items in Report Editor Views in the Report Editor Program settings for the Report Editor Logging database queries

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

Data retrieval using an 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 General parameter settings Defining the parameter values Settings for calculating values

Using virtual data sources Editing the report form

Adding the data fields to the report form

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 a new table Extending a table Defining columns

Creating a simple column Creating a foreign key column Creating a dynamic foreign key column Creating a new column for database views of View type Advanced configuration of columns

Creating database views with read-only type Creating database views of Union type Creating a new assignment table Creating indexes Removing custom schema extensions Permissions for schema extensions Change labels for the schema extensions Applying the schema extensions 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 a web service solution 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 SOAP Web Service Configuring the SOAP Web Service Display the status of a SOAP Web Service Uninstalling the 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 the 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 Reinitialization of DBQueue Processor Controlling processing of DBQueue Processor tasks Processing DBQueue Processor tasks Reactivating DBQueue Processor tasks Bulk processing in DBQueue Processor How the central dispatcher communicates with individual slots

Communication during processing

Appendix: Configuration files of the One Identity Manager Service

Jobservice.cfg viNetworkService.exe.config

Testing templates and formatting scripts in the System Debugger

Scripts in One Identity Manager > Editing and testing script code with the System Debugger > Testing script code in the System Debugger > Testing templates and formatting scripts in the System Debugger

To test a template

Select the column with template in System Debugger from Templates.
Select the column with the template you want to test under Notifier column.
Select the object in Database object to which to apply the template.
Check the Transaction with roll back option for executing the templates.

Use this option to specify whether the template is executed within a transaction with subsequent rollback or whether the template is executed immediately against the database.

Select one of the following actions to test the template.

Action	Meaning
Save	The object is saved.
Discard	The changes made to the object are discarded.
Upload	The object is reloaded.
New	A new object is created.
Execute	The template is executed again.

To test a formatting script

Select the column with the formatting script in Formats in the System Debugger.
Select the object in Database object to which to apply the formatting script.

Related Topics

Testing methods in the System Debugger

Scripts in One Identity Manager > Editing and testing script code with the System Debugger > Testing script code in the System Debugger > Testing methods in the System Debugger

To test a method

In the System Debugger, select the method in the Dialog methods area.
Select the object to apply the method to under Base object.
Check the Transaction with roll back option for executing the methods.

Use this option to specify whether the method is executed within a transaction with subsequent rollback or whether the method is executed immediately against the database.
Select Start.
The method starts executing.

Related Topics

Testing table scripts in the System Debugger

Scripts in One Identity Manager > Editing and testing script code with the System Debugger > Testing script code in the System Debugger > Testing table scripts in the System Debugger

To test table scripts

Select the table and table script from Tables in the System Debugger.
Select the object to test the table script on under Database object.
Check the Transaction with roll back option for executing the table scripts.

Use this option to specify whether the table script is executed within a transaction with subsequent rollback or whether the table script is executed immediately against the database.

Select the following actions to test the table script.

Action	Meaning
Save	The object is saved. (OnSaved, OnSaving)
Discard	The changes made to the object are discarded. (OnDiscarded, OnDiscarding)
Upload	The object is reloaded. (OnLoaded)
New	A new object is created.

Related Topics

Saving changes to the database

Scripts in One Identity Manager > Editing and testing script code with the System Debugger > Saving changes to the database

To save changes to the database

In the System Debugger, select Scripts | Save script.
This opens a dialog box displaying script name, database object, database connection and script code to be added.
Select a change label under Change labels to group your changes.
Click Save.

NOTE: Ensure you recompile the database after making changes.

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