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Identity Manager 9.1.2 - User Guide for One Identity Manager Tools User Interface

About this guide One Identity Manager tools user interface
The user interface layout Using the help in the Manager Status bar information in the Manager Current user Menu items in the Manager Views in the Manager Manager program settings Reloading changes to the user interface Detailed information about the user interface Limiting list entries using the list limit Limiting list sizes using simple filters Searching for list entries User-defined filters in the Manager Database search in the Manager Displaying extended properties for objects Multiple object edit in the Manager Committing data on change conflicts
Working with the Designer

Features in the navigation view

The navigation structure of the user interface is hierarchical and allows users to drill down to the selection of an object definition. The top level of the hierarchy is used to classify the data managed by One Identity Manager into specified categories. Categories include a range of different menu items. Select a category on the category tab. You can configure additional settings in the configuration menu.

Figure 2: Navigation view in the Manager with the "Organizations" category as an example

TIP: If menu items are linked to preprocessor-relevant configuration parameters, you can display the preprocessor conditions behind the menu items. To do this, enable the program setting Show additional navigation information.

Specific mouse commands are available:

  • You can open or close a menu item by double-clicking on the entry name.

  • Click the name of the menu item to show the found objects in the result list, as long as a corresponding object for that object type is found. If there are no objects for a defined menu item, an empty result list is shown.

Table 10: General key combinations for the navigation view
Shortcut Action

Ctrl + Q

Activate navigation structure.

Down arrow, up arrow, page down key, page up key, home, end

Move up/down the navigation structure.

<+> or right arrow key

Open menu item.

<-> or left arrow key

Close menu item.

Data

Select an entry.

F5

Update the navigation view.

The navigation view has its own context menu. Menu commands are shown or hidden depending on the selected menu item.

Table 11: Entries in the context menu of the navigation view in the Manager
Context Menu Item Meaning

New

A new object with the selected object type is added. Already entered insert values are applied.

Open on new tab

The object is opened in a new form in the document view.

Refresh view

Updates the navigation view.

Search

The system searches for objects in the navigation.

Add to my One Identity Manager

Copies the selected menu item to the My One Identity Manager category. This helps you navigate quickly to frequently used menu items. The data is saved in the user configuration.

Add to favorites

Adds the selected object to your favorites.

Remove from favorites

Removes the selected object from your favorites.

Show process information

The process view shows the process data for the selected object. For more information about the evaluation of process information, see the One Identity Manager Operational Guide.

Tasks

The available tasks for the object are displayed and you can run the desired task.

Definition

Shows detailed information about configuring the menu item. This menu item is only available in expert mode.

Show deferred operations

Shows the deferred operations for the objects in this category. For more information about planning activation times, see the One Identity Manager Operational Guide.

The navigation view features a configuration bar with its own configuration menu.

To open the configuration menu of the navigation view

  • Use the >> button.

Table 12: Entries in the navigation view configuration menu
Entry in configuration menu Meaning

Show more categories

More categories are shown in the list. The category icon is removed from the configuration bar.

Show fewer categories

More categories in the list are hidden. These are represented by icons in the configuration bar.

Settings

Opens the program settings.

Add or remove categories

Categories can be removed from or added to the list.

Related topics

My One Identity Manager

The category My One Identity Manager shows the user-specific entries in the Manager. All the available infosystems and specific reports for the current user are shown here. In this category you can create and apply user-specific filters.

To copy a menu item to the My Manager category in One Identity Manager

  • Click Add to My .One Identity Manager

    This helps you navigate quickly to frequently used menu items. The data is saved in the user configuration.

To delete a menu item from the My Manager category in One Identity Manager

  • Click Remove from My .One Identity Manager

Table 13: Additional entries in the context menu for the my One Identity Manager category
Context Menu Item Meaning

Remove from My One Identity Manager

Removes the selected menu item from this category.

New filter

Search criteria for database queries are saved as filters.

Edit filter

The selected filter can be edited.

Remove filter

Deletes the selected filter.

Attaching

The selected filter is attached to a category. When you select a category, all objects that correspond to the filter are shown on a separate form page.

Export filter

Exports the selected filter as an XML file.

Import filter

Imports filters that exist as XML files.

Related topics

Functions in the result list

The result list shows all the objects that correspond to the object definition and the conditions of the selected menu entry. Select an entry from the list. The object is loaded and the first available form appears in the document view. If there are no objects for the selected menu entry, the document view continues to show the most recently selected form.

A list title is shown in the title bar of the result list. This depends on which menu item in the navigation structure was used to select the object. This list title also contains the number of elements in a list.

Figure 3: Example for result list in the Manager

In the result list, an object is marked with the symbol that was set when the interface was configured. If an object is deleted by the One Identity Manager Service, the object is initially marked for deletion. It is permanently deleted only after a set time period. Objects that are selected for deletion are marked with the icon .

NOTE: Objects marked for deletion are struck through on the overview form.

By default, an object is loaded by means of a double-click and the first available form is displayed in the document view.

To load objects with a single click

  1. Select the Database > Settings menu item.

  2. On the User tab, activate the Use single clicks option.

Select single objects one after the other to update the opened form in the document view. Only one form is open at a time.

To display multiple forms in the document view:

  • Use Alt + Click or click Open on new tab from the context menu to open the objects.

    This means that you can quickly switch between objects without having to reload the object from the list again. The forms stay open when you switch between categories.

To edit multiple objects at the same time:

  1. Use Shift + selection or Ctrl + selection to select the objects in the result list.

  2. Open the main data form using Input, the corresponding icon in the result list or the Tasks > Change main data context menu item.

New objects are displayed below the Added entry in the result list. The objects used are displayed below the Recently used entry in the result list.

To display recently used objects in the Manager

  1. Select the Database > Settings menu item.

  2. On the User tab, activate the Show recently used objects option and enter the Object type count.

Table 14: Common key combinations for the result list in the Manager
Shortcut Action

Ctrl + R

Enable result list.

Down arrow, up arrow, page down key, page up key, home, end

Move up/down the list.

Enter, Alt + Enter

Open an item.

Shift + selection + Enter , Ctrl + selection + Enter

Select multiple entries and open the main data form to edit multiple entries.

F5

Update the result list.

The result list has its own toolbar and context menu.

Table 15: Toolbar features in the Manager
Icon Function

Edit. Opens the main data form.

New. Creates a new object.

Delete. Deletes the object.

Undo delete. Redo delete.

Reload the data. Reloads the objects.

Search. Search in result list.

Filter. Filter result list.

NOTE: The function is visible only if the users have the Common_AllowRiskyWhereClauses program function.

Export result list.

Table 16: Entries in the result list context menu in the Manager
Context Menu Item Meaning

New

A new object with the selected object type is added. Already entered insert values are applied.

Delete

The selected object is deleted once the security prompt is confirmed.

Undo delete

After confirming the security prompt, the object is undeleted. This option is only available if the object was marked for deletion.

Open on new tab

The object is opened in a new form in the document view.

Search

The system searches for objects in the navigation.

Add to favorites

Adds the selected object to your favorites.

Remove from favorites

Removes the selected object from your favorites.

Show process information

The process view shows the process data for the selected object. For more information about the evaluation of process information, see the One Identity Manager Operational Guide.

Tasks

The available tasks for the object are displayed and you can run the desired task.

Properties

Show other properties of the active object. This menu item is only available in expert mode.

Related topics

Features in the task view

When you select an object, the task view shows the tasks and title of available reports. To run a task or open a report, select an item in the task view. Use the tooltip to show a more detailed description of a task or a report.

Figure 4: Task view in the Manager

TIP: If tasks are linked to preprocessor-relevant configuration parameters, the preprocessor conditions are shown behind the tasks. To do this, enable the program setting Show additional navigation information.

Related topics
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