10.2 Customizing the Look of the User Interfaces

The Dashboard allows you to modify the product title, logo, and colors in the header to meet your organization’s branding requirements. In the footer you can customize with copyright/Trademark and contact information. The User Application provides a set of built-in themes that you can apply to the look and feel of the user interface. You can also customize one of these themes or create your own for branding purposes.

10.2.1 Applying Your Organization’s Brand to the Dashboard

You can use your organization’s logo and name in the header and footer of the Dashboard. You also can specify your brand colors and localize the content in the header. For more information about applying your brand to the Dashboard, click on the Dashboard and see Client Customization > Customize the User Interface > Customize the Branding.

10.2.2 Applying a Cascading Style Sheet to the Dashboard

You can change the appearance of the Dashboard user interface by using your own cascading style sheet (css). The idmdash.war supports customization through a file called idmdashcustom.css. It looks for this file in a directory called netiq_custom_css within the home directory of the user that started Tomcat on the server where the application server is running.

By default, this user is novlua, so the home directory is /home/users/novlua/. If a idmdashcustom.css file exists, it overrides the default style sheet file provided with the Dashboard.

  1. Create a new directory in the home directory of the Tomcat user running the server.

  2. Add your idmdashcustom.css file to the netiq_custom_css folder created in Step 1.

  3. If Tomcat is already running, refresh your browser to see the changes. Otherwise, restart Tomcat and clear the cache from your browser.

10.2.3 Using the Built-in Themes for the User Application

You can use the Themes page to control the visual characteristics that apply to the User Application interface. The theme applies to the guest and login pages, the Identity Self-Service tab, the Work Dashboard tab, and the Administration tab.

Understanding the Built-in Themes

Identity Manager currently includes the themes BlueGloss and Neptune for the User Application. The following themes have been deprecated:

  • IDMStandard

  • Linen

  • Manilla

  • Medico

If you use a deprecated theme, you should change to a supported theme. If you use a custom theme that is based on one of the deprecated themes, complete the steps in Migrating from a Deprecated Theme.

Previewing a Theme

Before choosing a theme, you can preview how it will change the look of the User Application.

  1. In the User Application, select Administration > Themes.

  2. Select the theme that you might want to use.

  3. Select the corresponding Preview button.

    The preview for that theme displays in a new browser window.

  4. Review the preview to see the characteristics of this theme.

  5. Click Close Preview Page (in the top left corner) or close the preview window manually.

Choosing a Theme

When you find a theme that you like, you can choose to make it the current theme for the User Application user interface.

  1. In the User Application, select Administration > Themes.

  2. Select the theme that you want to use.

  3. Click Save.

    The look of the user interface changes to reflect your chosen theme.

Migrating from a Deprecated Theme

If you use a custom theme that is based on one of the deprecated themes, complete the following steps.

  1. Open the .css file for your custom theme.

  2. Copy any custom selectors (new or edited) from this theme into either the BlueGloss or Neptune theme.

  3. Save a new custom theme, which now includes your customizations as well as selectors from the BlueGloss or Neptune theme.

10.2.4 Applying Your Brand to a User Application Theme

You can tailor any User Application theme by substituting your own images and changing some color settings. This enables you to give the Identity Manager user interface a custom look to meet the branding requirements of your company or organization.

  1. In the User Application, select Administration > Themes.

  2. Find a theme that you want to customize, then click the corresponding Customize button.

    s displays the Customize Branding settings for that theme.

  3. Change the settings in one or more tabs (as needed). Each contains the settings for different parts of the User Application interface. They include the following areas:

    General

    Specifies general theming properties such as a favorites icon, background, link and hover color, and the left navigation area properties.

    Header

    Specifies the header color, texture, logo and username properties.

    NOTE:The Left Background image needs to be the size indicated on the Header page (which defaults to 272 x 79 pixels) in order to display properly. The user interface does not attempt to resize the image automatically. For example, it will not stretch the image if it is too small.

    Header tabs

    Specifies the properties for the header tabs.

    Admin subnavigation

    Specifies the properties for the Admin tab.

    Login

    Specifies the properties for the login screen.

    Follow the on-screen instructions for specifying each setting. The changes are not reflected in the User Application until you save them. If you have made unsaved changes, the Save button displays an asterisk * to indicate that the changes are pending a save.

  4. Click Save.

    If you’re editing the current theme, the look of the user interface changes to reflect your customizations.

  5. (Optional) To cancel all of your customizations to the theme, click Reset.

  6. When you’re done working on this theme, click Back to Theme Selector.

10.2.5 Creating a Custom Theme for Your Brand

You can create and deploy your own custom themes for the User Application and deploy them in their own WAR files. When they are deployed, the custom s are available at Administration > Themes in the User Application. Before attempting to create a custom theme, ensure you have a working knowledge of the following technologies:

  • The structure of J2EE WAR files, how to modify the contents of a WAR file, and how to deploy one to your application server.

  • How to modify CSS and XML files

  • How to create the graphic elements for your theme

To create a custom theme:

  1. Back up the deployed User Application WAR file (IDMProv.WAR) to the installation directory . For example, the /opt/netiq/idm subdirectory.

  2. In a test environment, extract the contents of the WAR file.

    The files that comprise the User Application’s themes are located in the resource\s subdirectory. Each theme resides in its own directory with an appropriate name.

  3. In the test environment, create a directory for the custom theme.

    The directory name can be any valid directory name, but it should reflect the name of the theme, and it should not contain spaces.

  4. Copy the contents of the theme from the extracted WAR file to the new subdirectory. For example, BlueGloss).

    You will be working with the following files associated with the theme:

    File Name

    Description

    .xml

    The theme descriptor file. It includes entries for display name and description. They are used in the s page of the Administration tab. The remaining entries correspond to the brandable selectors. The width and height attributes on these entries are used in the branding page to reference the exact dimensions needed when a user uploads a customized version of these images. These entries must match their respective images, width and height as found in the s.css.

    .css

    Contains the CSS selectors used to style the look and feel of the user interface.

    print.css

    Contains the CSS selectors used to style a print friendly version of the user interface.

    dojo.css

    Contains a pointer to additional CSS files used by RBPM.

    An images subdirectory

    Contains the images used by the .

    Rules for working with these files:

    • Do not change the names of the .xml, .css, print.css and dojo.css files.

    • The CSS Selector names must remain the same, but you can change the properties of the selectors to establish the look and feel.

    • The images subdirectory can have any name, but you must reference it correctly in the CSS and XML files.

  5. Make your changes to the images, CSS style sheets and other theme elements as needed. The following changes are recommended:

    • In the .xml file:

      • display-name: Change this to a value that represents your . It displays as the -name in the Themes page of the User Application’s Administration tab.

      • description: Change this to a value that describes your . It displays as the Description in the Themes page of the User Application’s Administration tab.

      • Consider whether to localize the display-name and Description fields.

      • Remove the following:

        <resource-bundle>com.novell.afw.portal.artifacts..BlueGloss</resource-bundle>
        <resource-group>admin-resgrp</resource-group>
      • In the dojo.css file, change the @import line to the following value:

        @import url("../../../../IDMProv/javascript/dijit/themes/idmua/idmua.css");

        where IDMProv is the name of your WAR context.

      • If you wish to change the appearance of some Dojo elements, such as the menu buttons within the profile section on the Work Dashboard, you should take the following steps, instead of performing the steps above:

        1. Copy the following from your extracted WAR in this location: /javascript/dijit/s:

          dijit.css
          dijit_rtl.css
          idmua (folder)

          Paste these items into your new theme folder.

        2. Change the @import line in the dojo.css file, as follows:

          @import url("idmua/idmua.css");
    • In the graphics directory:

      • thumbnails.gif: Replace the copy with your own image. This image displays along with the -name and Description of the theme (described above) that is shown in the Themes page of the Administration tab. It typically illustrates what the User Application landing page looks like when the associated theme is applied

      • Renaming graphics files: If you change the names of graphics files (rather than just substituting a different image of the same name), make sure to change the reference to the image in both the .xml and the .css file. If the image is not used in the branding interface (for example, if it is not listed as one of the subset of brandable images in the .xml file), then you will only need to change the reference to the image in the .css file. Suppose you want to rename images/header_left.gif to images/my_company_name.gif. Edit the .css file to reflect the new image name.

  6. After you make all of the desired changes to the theme files, add your customized theme directory to a new WAR file that contains one or more custom themes. Deploy the new WAR to your test application server. Testing tip: Open the Themes page (available under the Administration tab). Your theme should display along with the prepackaged themes. Use the Theme Preview action to see how the customized changes to your new theme will render. This is a useful way to preview many of your intended changes to your theme. Running through commonly used features of the application is also a recommended testing step.

  7. After your changes are fully tested, you can deploy the WAR containing the custom theme to your production application server.

Any number of custom themes can reside in a single WAR. Any number of custom WARs containing custom themes can be deployed.

To undeploy the theme, remove the WAR that contains the theme from the application server’s deploy directory. Before undeploying, make sure that any themes it contains are not defined as the User Application’s default . If you remove the WAR and it does contain the default theme, the Theme Administration page displays an error message and reverts the User Application theme to the original default theme defined at installation time.

10.2.6 Customizing the Theme for External Password Management

If you configured Password Management to use an External Password WAR, the theme for the Forgot Password page is defined in that external password WAR. The default name for the external password WAR is IDMPwdMgt.WAR. The IDMPwdMgt.WAR contains one ; by default, it is BlueGloss. It does not include a user interface for modifying or branding this theme.

You can define a custom theme for the external Forgot Password page. The procedure for defining a custom theme is described in Creating a Custom Theme for Your Brand. However, the deployment procedure for the external Forgot Password page is different and the rules about the custom theme WAR are more restrictive. After you define the custom :

  • Package the theme in a WAR named IDMPwdMgt.WAR.

  • The IDMPwdMgt.WAR can contain a single theme, and the theme must be located in the resource/s/ directory within the WAR.

  • Deploy the IDMPwdMgt.WAR on the application server where the external WAR is located. Only one custom theme can be deployed at a time.