9.2 The Dataflow Editor

Figure 9-6 The Dataflow Editor

The Dataflow editor enables you to do the following:

When object additions, deletions, changes, and selections synchronization occur, the Dataflow editor synchronizes with the Modeler and the Outline view.

To access the Dataflow editor, click the Dataflow tab.

To adjust the area for the Identity Vaults, move the slider bar. This setting persists and is restored the next time you run the editor.

9.2.1 Filtering Views

By default, the Dataflow editor shows all dataflows. The View drop-down list (in the upper left corner of the Dataflow editor, not in the Dataflow view), enables you to view notification, synchronization, reset, or Password Sync information. These filtered views do not allow you as much editing capability as the main view, but just what is necessary in that filter. For example, you can’t add attributes, vaults, or applications, because by default they wouldn’t appear in the filter.

Figure 9-7 Options to Filter Views in the Dataflow View

Using the All Filters View

If you are in the All Filters view, you can further filter with the Attributes list. Because the Dataflow editor provides non-filter attributes, you can choose to view regular filter-based attributes, non-filter attributes, or both.

Figure 9-8 Options in the All Filters View

Synchronizing Passwords

The Password Sync view enables you to see and edit how all passwords flow in the project. Designer displays the information on a per-server basis and shows how passwords flow among all of the applications.

Figure 9-9 The Password Flow

To edit the password flow:

  1. Select Password Sync in the View filter.

  2. Double-click the flow arrow.

    You can also right-click, then select Password Synchronization.

  3. Edit the password synchronization options.

    For more information about password synchronization, see the Identity Manager 4.0.2 Password Management Guide.

    Password synchronization options
  4. Click OK.

9.2.2 Filtering Identity Vaults and Applications

You can select the Identity Vaults and applications that you want to view in the editor.

  1. In the Dataflow editor, click the Filter View icon.

    The Filter view icon
  2. Select Enabled.

    The Identity Vaults and applications that you select here are included in the HTML reports. For more information, see Section 9.6, Generating HTML Reports.

    The object filter

    You can scroll and resize the dialog box. Also, you can interact with the Dataflow editor in the background, in any mode. This is convenient if you want to scroll a different section into view while this dialog box is up.

9.2.3 Pinning the Identity Vault

To change the scope of the editor to show a single Identity Vault, right-click the vault, then select Pin Vault to Top Header Row.

Figure 9-10 Pinning an Identity Vault

With a medium or large-sized project, the dataflow table can contain hundreds of rows and thousands of items. If you have multiple vaults and want to narrow the scope to more easily edit a vault without excessive scrolling, you might want to pin a vault. When an Identity Vault is pinned, a pin icon displays in the upper right corner.

Figure 9-11 A Pinned Identity Vault

To unpin the vault, right-click the Identity Vault, then select Unpin Vault from Top Header Row.

9.2.4 Expanding and Collapsing the Identity Vault

Expanding an Identity Vault

When the editor first loads, all vaults are expanded at the top level by default.

To collapse or expand the list of classes and attributes in an Identity Vault, do one of the following:

  • Click the - or + icon below the Identity Vault icon.

    Figure 9-12 Icons to Expand or Collapse the List of Classes

  • Select the Identity Vault, then press the Right-arrow key to expand the information, or press the Left-arrow key to collapse the information.

Expanding All Identity Vaults

To expand or collapse the list of classes and attributes for all Identity Vaults, click Expand all Identity Vaults or Collapse all Identity Vaults from the drop-down on the toolbar.

Figure 9-13 Select to Expand or Collapse All Identity Vaults

Expanding Classes

To view all attributes in a class, select the class, then press the Right-arrow key. To collapse the list of attributes, press the Left-arrow key.

To view all classes and attributes in an Identity Vault, right-click the Identity Vault icon, then select Expand Vault. To list just classes in an Identity Vault, right-click the Identity Vault, then select Collapse Vault.

Figure 9-14 Menu Options to Expand an Identity Vault

9.2.5 Switching to an eDirectory Tree Icon

To switch from an Identity Vault icon to an eDirectory tree icon, right-click the Identity Vault, then select Change to eDirectory Tree.

Figure 9-15 Changing to an eDirectory Tree

9.2.6 Viewing an eDir-to-eDir Driver

You can easily view both ends of an eDir-to-eDir connection so that you can configure the dataflows on both sides. Designer automatically detects the two eDirectory applications and aligns them in the same table column. A red line connects them.

Figure 9-16 An eDir-to-eDir Connection

9.2.7 Keyboard Support

You can navigate by using the Up-arrow, Down-arrow, Left-arrow, and Right- arrow keys as well as PageUp, PageDown, Home, and End. In addition, you can navigate from one Identity Vault to another by clicking the up-arrow or down-arrow on the toolbar.

Figure 9-17 Navigation Icons