After you log in, the Identity Manager User Application displays the tab pages where you do your work:
Figure 1-3 What You See When You Login
If you look along the top of the User Application, you’ll see the main tabs:
Identity Self-Service (which is open by default)
To learn about this tab and how to work with it, see Section II, Using the Identity Self-Service Tab.
Work Dashboard
To learn about this tab and how to work with it, see Section III, Using the Work Dashboard Tab.
Role and Resources
To learn about this tab and how to work with it, see Section IV, Using the Roles and Resources Tab.
Compliance
To learn about this tab and how to work with it, see Section V, Using the Compliance Tab.
NOTE:What you see may vary depending on what security permissions you’ve been given.
To switch to a different tab, simply click the tab you want to use.
While working in the Identity Manager User Application, you can display online help to get documentation about the tab that you’re currently using.
Go to the tab that you want to learn about (such as
or ).Click the
link (in the top right corner of the page).The help page for the current tab displays. The help page includes a link to more detailed information included in the documentation on the Novell Web site.
If your administrator has selected the
option on the screen, you receive a prompt to select your own preferred locale when you first log in.When prompted, add a locale by opening the
list, selecting a locale, and clicking .For more information, see Section 5.6, Choosing a Preferred Language.
When you’re finished working in the Identity Manager User Application and want to end your session, you can log out.
Click the
link (in the top right corner of the page).The User Application provides a consistent user interface with common user interactions for accessing and displaying data. This section describes several of the common user interface elements and includes instructions for:
Table 1-1 Common Buttons
Button |
Description |
---|---|
Object Selector Provides access to a Search dialog box or popin. You can enter search criteria for different types of objects based on your location within the User Application. For example, in the Identity Self-Service tab, you can search for users and groups while in the Roles tab, you can search for users, groups, and roles. |
|
Show History Provides links to previously accessed data. You can select the link to display the data for the previous selection. Clicking Show History might be faster than performing a search if you know that you have recently worked with an item. |
|
Reset Clears the current selection. |
|
Localize Displays a dialog box that lets you enter the text usually for a field name or description in any of the locales currently supported by the User Application. |
|
Add Adds a new item or object. You are prompted for additional information specific to the type of object you are adding. |
|
Delete Deletes the currently selected item. |
|
Up or Down Arrow Moves the currently selected object up or down on the list |
|
Legend Provides a description for symbols shown in the user interface. |
To use the Object Selector button:
Click . The Search dialog displays:
Specify your search criteria as follows:
Use the drop-down list to choose a field on which to search. The drop-down list fields depend on where you launched the search. In this example, you can specify
or .In the text box next to the drop-down list, type all or part of the search criteria (such as name or description). The search finds every occurrence of the type of object you are searching for that begins with the text you type. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character. For instance, all of the following examples find the role Nurse:
nurse
n
n*
Click
.The search results display. You can sort the search results in ascending or descending order by clicking the column headings. This example shows a list of roles.
If the result list includes the one you want, go to Step 4. Otherwise, go back to Step 2.
Select the item you want from the list. The lookup page closes and populates the page with the data associated with your selection.
The
and tab of the User Application provides filters so that you can display only the data that you are interested in viewing. You can additionally limit the amount of data displayed on a single page by using the Maximum rows per page setting. Some examples of filters include:Filtering by role or resource assignment and source (available in the Role Assignments and Resource Assignments actions)
Filtering by role or resource name, user, and status (available in the Request Status action)
Filtering by role level and category (available in the Role Catalog action)
To use filtering:
Specify a value in a text field (such as the
or field) in the dialog, as follows:To limit the items to those that start with a particular string of characters, type all or part of the character string. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character. The filtering applied is based on the first character in the display name.
For instance, all of the following examples find the role assignment called Nurse:
nurse
n
n*
NOTE:A filter on Role Name does not limit the number of objects returned from the Identity Vault. It simply restricts the objects displayed on the page based on the filter criteria. Other filters (such as Status) do restrict the number of objects returned from the Identity Vault.
To further filter the items displayed, you can specify additional filter criteria. The User Application allows you to select the criteria in different ways depending on the data. You might select a checkbox or select one or more items from a list box (using your platforms multi-select keystrokes). The criteria is ANDed so that only the items that meet all of the criteria are displayed.
To apply the filter criteria you’ve specified to the display, click
.To clear the currently specified filter criteria, click
.To set the maximum number of items matching the filter by criteria that are displayed on each page, select a number in the
dropdown list.Many of the AJAX controls within the User Application support smart look-ahead (or type ahead) processing. This support reduces the number of keystrokes required to locate items of interest. To take advantage of this feature, simply type four or more characters in the control and select one of the matching items from the automatically generated dropdown list.
Here’s an example that shows how you might use the lookahead feature to search for all roles that begin with the letters Reso:
If you type a string for which there is no match, you will see an error message, as shown below:
This feature is supported by all user lookup, group lookup, or role lookup controls within the User Application where a single value is expected.