7.7 Creating Identity Vault and Driver Set Packages

When creating custom packages, you may determine that some of the content in your base and feature packages can be used at a higher level, in other drivers in the driver set or in the Identity Vault as a whole.

You can create common packages on driver sets and Identity Vaults and add libraries, policies, ECMAscript objects, GCVs, password policies, and other object types to those high-level packages. You can also add notification templates to an Identity Vault package.

To create an Identity Vault or driver set package, complete the following steps:

  1. In the Package Catalog, right-click the package group where you want to create a new package and select New Package.

  2. Specify a name, version number, and description for the package in the appropriate fields.

  3. Specify a short name for the package in the appropriate field. Identity Manager and Designer display the specified short name when you open the package in a user interface. This name must be unique in the Identity Vault.

    NOTE:The standard short name for a package is 12 characters long, separated into three sections of four characters: [Vendor][Target system][What package does].

    For example, if you have a common settings driver set package created by NetIQ, the package short name could be NTIQCOMMSTNG. If you have an Identity Vault package created by NetIQ that contains password synchronization notification templates, the package short name could be NTIQPSYNNOTF.

  4. Click the Type drop-down menu and select DriverSet or Identity Vault, depending on the type of package you want to create.

  5. Verify the package category and group are correct.

  6. Click Next.

  7. In the IDM Compatibility section, select the minimum and maximum versions of Identity Manager that this package is compatible with, then click Next.

  8. Specify or modify the vendor information you want to include in the package, then click Next. You must specify the vendor name for the package.

  9. Review the Summary page and click Finish.

  10. (Optional) If you want to require a particular Identity Vault package be installed along with your driver set package, complete the following steps:

    1. In the Outline window, expand the Package Catalog and navigate to the version of the driver set package you created in the preceding steps.

    2. Right-click the driver set package and select Properties.

    3. In the Properties window, click Dependencies.

    4. Click the plus icon to and select the Identity Vault package object you want to add as a dependency.

      NOTE:You can only add an Identity Vault packages as a dependency for a driver set package. You cannot set any type of package as a dependency for an Identity Vault package.

    5. Click OK.

  11. In the Modeler, right-click the Identity Vault or driver set, depending on the type of package you created, and select Properties.

  12. In the Properties window, click Packages to install the package on the Identity Vault or driver set.

  13. Click the plus icon to display the packages you can install.

  14. Select the package you want to install and click OK.

  15. Click OK.

  16. Click Finish.

7.7.1 Creating Libraries

In order to add policies, style sheets, rules, or other objects to an Identity Vault or driver set package, you must first create a custom library on the Identity Vault or driver set, as appropriate. You then create the new objects in the library and add those objects to your Identity Vault or driver set package.

NOTE:You cannot add the library itself to the Identity Vault or driver set package.

For more information about working with libraries in Designer, see Library Objects in NetIQ Identity Manager - Using Designer to Create Policies.

To add and populate a custom library, complete the following steps.

  1. In the Modeler, right-click the Identity Vault or driver set and select New > Library.

  2. Specify a name for the new library and click OK.

  3. Right-click the new library and select New, then select the type of object you want to add to the library. For information on adding objects to a library, see Adding Policies to the Library Objects in NetIQ Identity Manager - Using Designer to Create Policies.

  4. After you add the new object, right-click the object in the Outline view and select Add to Package.

  5. Select the Identity Vault or driver set package where you want to add the object and click OK.

    NOTE:Only packages that are created in Designer are displayed in the list. Any packages that are imported into Designer are not displayed in the list.

  6. Repeat Step 3 through Step 5 for each object you want to add.

  7. (Optional) If your driver requires the objects included in the library, complete the following steps:

    1. Right-click the library and select Live > Deploy.

    2. Click Deploy.

    3. Click OK.

7.7.2 Adding GCV Resource Objects

After you create an Identity Vault or driver set package, you can create and add new GCV objects to the package. To create and configure a GCV resource object, complete the following steps:

  1. Install the feature package you want to use on your development driver. For more information about installing the development driver, see Creating a Development Driver.

  2. In the Outline view, right-click the driver name and select New > Global Configuration.

  3. Specify a name for the new GCV resource object and click OK.

  4. In the Outline view, right-click the new GCV resource object and select Add to Package.

  5. Select the feature package where you want to add the GCV resource and click OK.

    NOTE:Only packages that are created in Designer are displayed in the list. Any packages that are imported into Designer are not displayed in the list.

  6. Right-click the GCV resource and select Properties.

  7. Click GCVs.

  8. Click Add to add a new global configuration value. For more information about adding a GCV, see Global Configuration Value Definition Editor in NetIQ Identity Manager - Using Designer to Create Policies.

  9. Click Finish.

  10. Repeat Step 8 through Step 9 for each GCV you want to add.

  11. Click OK.

7.7.3 Adding Notification Templates

In addition to libraries and GCVs, you can add notification templates to Identity Vault packages. Notification templates allow you to automatically send e-mail messages to users as part of a policy workflow.

For example, if you add a password-management feature to your driver where Identity Manager auto-generates a password for a user as soon as that user is provided with an account on your application, you need a notification template to e-mail that user their new password. For more information about creating and using notification templates, see Setting Up E-Mail Notification Templates.

To add a notification template to a package, complete the following steps.

  1. In the Outline view, right-click Default Notification Collection and select New Template.

  2. Specify a name for the new notification template and click OK.

  3. In the E-Mail Template Editor, configure the notification template. For information on configuring notification templates, see Setting Up E-Mail Notification Templates.

  4. When finished, close the template and click Yes to save the resource.

  5. Right-click the template in the Outline view and select Add to Package.

  6. Select the Identity Vault package where you want to add the object and click OK.

    NOTE:Only packages that are created in Designer are displayed in the list. Any packages that are imported into Designer are not displayed in the list.

  7. Repeat Step 1 through Step 6 for each notification template you want to add.