7.1 Using the Filter Editor

The Filter editor allows you to edit filter policies. This section includes the following topics:

7.1.1 Accessing the Filter Editor

The Filter editor allows you to edit the filter. There are three different ways to access the Filter editor:

Model Outline View

  1. In the Outline view, select the Show Model Outline icon Outline icon.

  2. In the Model Outline, open the driver for which you want to manage a filter.

    Filter in the Outline view

  3. Double-click the Filter object (or right-click it and select Edit) to launch the Filter editor.

Policy Flow View

  1. In the Outline view, select the Show Policy Flow icon.Show Policy Flow icon

    Sync icon and Notify icon

  2. In the Policy Flow, double-click the Sync icon or the Notify objects (or Right-click and select Edit Policy > Filter) to launch the Filter editor.

Policy Set View

  1. Double-click the filter object in the Policy Set view.

    Policy Set view

7.1.2 Navigating the Filter Editor

The Filter Editor uses standard point-and-click navigation. However, it also provides keyboard-based navigation options as described in Table 7-1.

NOTE:The Filter Editor lets you order the classes/attributes as needed:

  • Click the header bar above the class/attribute list to switch between ascending and descending order. This sorts both the classes and the attributes within the classes.

  • Click and drag individual classes or attributes to create a custom order.

Table 7-1 Filter Editor Keyboard Support

Keystroke

Description

Up-arrow

Moves the cursor up in the Filter editor.

Down-arrow

Moves the cursor down in the Filter editor.

Left-arrow

Collapses the information displayed.

Right-arrow

Expands the information displayed.

Insert

Adds a class.

Ctrl+Insert

Adds an attribute.

Delete

Deletes the selected items.

Esc

Exits the edit mode.

Ctrl+A

Selects all classes and attributes in the Filter editor.

7.1.3 Understanding the Filter Editor Toolbar

The Filter editor includes a toolbar that provides access to the following features. Each of these features, along with options to Undo and Redo recent actions, is also available from a drop-down menu by right-clicking in the Filter Editor.

Tool

Description

Add Attributes opens the Schema Browser so you can select attributes from the selected class to add to the filter policy. For more information, see Adding an Attribute.

Add Classes opens the Schema Browser so you can select classes from the Identity Vault schema to add to the filter policy. For more information, see Adding a Class.

Delete deletes the selected attributes and classes from the filter policy.

Default Attribute Settings lets you define default values for all attributes added to the filter policy. For more information, see Section 7.2.4, Setting Default Values for Attributes.

Copy an Existing Filter lets you copy the filter policy from another Designer object. For more information, see Section 7.2.3, Copying an Existing Filter.

Import Filter imports an existing filter policy from a previously saved XML file. For more information, see Section 7.4.2, Importing a Filter File.

Export Filter saves the current filter policy to an XML file. For more information, see Section 7.4.1, Exporting a Filter File.

Deploy Filter deploys the filter policy to a live Identity Manager environment. For more information, see Section 7.7, Deploying the Filter.

Expand All expands all Class/Attribute groups in the filter policy.

Collapse All collapses all Class/Attribute groups in the filter policy.

Clear Filter deletes all class and attribute entries from the filter policy.

Launch Policy Simulator launches the Policy Simulator. For more information, see Section 9.0, Testing Policies with the Policy Simulator.

Help launches the context-sensitive help for the Filter editor.