8.10 Configuring Client Settings Mode

Administrator with the settings page navigation rights can configure multiple clients with different settings using the Identity Manager dashboard. Administrator can decide to save these configurations using the following modes as part of application configuration:

Using File System

The client settings directory is stored in the <tomcat base folder>/conf folder, by default the directory is not configured. The clients settings configuration can also be stored in a clients settings directory under the User Home folder. The administrator needs to add the com.netiq.idmdash.client.settings.directory in the ism-configuration property file with the appropriate value.

NOTE:You can set client settings directory as %user.home% to create the client settings directory under the User Home folder. You can also set the client setting directory as %catalina.base% to create the client setting folder under <tomcat base folder>/conf. If you do not set the client settings directory to any of the above mentioned values, the directory will be created under the User Home folder.

Using Database

Administrator can also store the configuration in the CLIENT_SETTINGS table in the Identity User Application database.

By default the client settings configuration is stored in File System mode. The administrator can specify the mode of saving the configuration in the ism-configuration properties file. You can add the com.netiq.idmdash.client.settings.store.preference in the ism-configuration properties file with the appropriate value. If you want to change the mode, the property value should be set to database.

IMPORTANT:

  • Always select the database mode for saving the client settings configuration on each node of the cluster environment.

  • If you want to migrate from file system to database mode or vice versa, client settings do not get migrated. Identity Manager Dashboard reflects the settings which is already configured in the selected mode.

8.10.1 Modifying the Client Settings on Identity Manager Dashboard

Identity Manager Dashboard allows you to modify the settings for every client configured.

General Settings

LDAP attribute to match

Represents the condition that helps to determine the client settings to be applied for the logged in user. If no condition is matching then it applies the default client settings.

Control User Access

Access

This allows you to specify which user accounts are trustees for the user- and configuration-based functions within the client. When a trustee logs in, the application displays the navigation item. Otherwise, the navigation item is hidden. You can add users, groups, roles, and containers as trustees.

For any client, if you have not provided the access to default navigation, the identity applications redirects to the Identity Manager Dashboard and shows an error message. By default, all users can access Identity Manager Dashboard and Applications page. Therefore, the option to modify trustees, Password Sync Status, Edit user, and Area default options are disabled. You can modify these options to provide access to the required users. For more information about configuring user access, see Identity Manager Dashboard Help.

Customization

You can modify the following attributes for the required clients:

Card View

Represents the attributes that you want the application to display by default when the user selects Card View in the Users page.

Other Attributes

Represents additional attributes that provide details about a selected user.

Editable Attributes

Represents the attributes that can be modified for a user’s details. For most attributes, you can also enter text to serve as default values or examples to aid in new user creation, as desired.

User Search Lookup Attributes

Represents the attributes that users can define when searching for a user or filtering search results in the Users page.

User General Settings

Represents the default container for storing users and how the application responds when displaying search results.

  • Base Container

    Specifies the container in the Identity Vault that stores a newly created user.

    When creating a user, you can see this value but cannot modify it. This limitation ensures that all users are stored in the same container for that client.

  • User Search Limit

    Specifies the maximum number of users that the application can list as a result of a user search.

User Search Lookup Attributes

Represents the attributes that users can define when searching for a user or filtering search results in the Users page.

Feedback Message Span

Set the required time in milliseconds (ms) to display the feedback message.

8.10.2 Uploading CSS files to the Cluster Node

You must import the customized CSS file on each node of the cluster environment.

To modify the customized CSS files, perform the following:

  1. Download the CSS file.

  2. Modify the contents of the downloaded file.

    IMPORTANT:You must include only style information in the CSS file. NetIQ recommends that you refrain from adding comments or entries other than the style information in the file.

To upload the customized CSS files, perform the following:

  1. Log in to Identity Manager Dashboard.

  2. In top right corner, select Settings > Branding > Advanced Settings.

  3. Click Upload CSS.

  4. Ensure that each node has the same copy of CSS in the following location:

    <user home directory>/netiq_custom_css