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Identity Manager 9.1 - Configuration Guide

About this guide One Identity Manager software architecture Customizing the One Identity Manager default configuration Customizing 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
Mapping processes in One Identity Manager Setting up Job servers
The One Identity Manager Service functionality Tracking changes with process monitoring Conditional compilation using preprocessor conditions Scripts in One Identity Manager
Visual Basic .NET scripts usage Notes on message output Notes on using date values Tips for using Windows PowerShell scripts Using dollar ($) notation Using base objects Calling functions Pre-scripts for use in processes and process steps Using session services Using #LD-notation Script library Support for processing scripts in the 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 running scripts Editing and testing script code with the System Debugger Extended debugging in the Object Browser
One Identity Manager query language Reports in One Identity Manager Adding custom tables or columns to the One Identity Manager schema Web service integration One Identity Manager as SCIM 2.0 service provider Processing DBQueue tasks One Identity Manager Service configuration files

Loading menu items using permissions groups

Use this task in the User Interface Editor wizard to select the menu items that you want to edit through permissions groups.

To load menu items using permissions groups

  1. In the Designer, select User interface > User interface navigation category.

  2. Select the Load wizard to edit user interface navigation task.

  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 load.

    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.

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Loading menu 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 the Designer, select User interface > User interface navigation category.

  2. Select the Load wizard to edit user interface navigation task.

  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.

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Simulating 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 system users because of their permissions group.

To simulate the navigation of an application

  1. In the Designer, select User interface > User interface navigation category.

    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 page, 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.

NOTE: You can end the simulation at any time by closing the simulation window. Use F9 to restart the simulation. The simulation data (system users and application) are retained.

Copying existing user interface navigation for new permissions groups

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 the Designer, select User interface > User interface navigation category.

  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.

      • 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.

    • Copy column permissions: Copies the column permissions of the permissions group.

    • Copy table permissions: Copies the table permissions of the permissions group.

    • Copy user interface form assignments: Copies the user interface forms of the permissions group.

    • Copy task assignments: Copies the task definitions of the permissions group.

  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.

NOTE: After inserting, editing, or deleting a menu item, you must compile the database.

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