Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Documentation Updates
• Conventions

1 Overview

• Accessing Administrative and User Console Customization Files

2 Customizing General Page Layout

• Overview of Page Layout Customization
• Files to Modify
• Example of How to Customize Your General Page Layout

3 Customizing Text

• Files to Modify
• Customizing Descriptive Text and Labels

4 Customizing Colors, Fonts and Alignment

• Files to Modify
• How to Customize the Appearance of Your Administrative and User Console

5 Customizing Logos

• Files to Modify
• Replacing the Product Logo
• Inserting Your Company Logo

6 Customizing Self-Registration, User Profile Management, and Service Accounts

• Files to Modify
• Customizing Self-Registration Options
  • Specifying Whether Self-Registration is Allowed
  • Defining Custom Fields for the User Information Pages
  • Defining the User Self-Registration Page
  • Specifying Whether Approvals are Required for Self-Registration
• Customizing Self-Initiated Profile Management Options
  • Specifying Fields that Users May Edit in Their Profiles
  • Specifying Whether Approvals Are Required for User-initiated Profile Changes
  • Specifying the Fields That the Approver May Edit or Override
• Customizing Service Accounts
  • Service Account Behavior
  • Converting Accounts
  • Service Account Alerts
  • Moving Service Accounts
  • Service Account Flag APIs

7 Customizing Field Behavior and Functionality

• About the FormMetaData.xml File
• Defining a New Field
• Files to Modify
• Setting Field Configuration
  • For Fields in the User Detail, Create User, and Edit User Pages
  • For Fields in the User Self Registration, Create User Request, and Modify Account Profile Pages
  • Example: Setting the User ID Field on the Create User Request Page

8 Customizing Menus

9 Customizing Group Menu Item Access

• Setting Menu Items for Groups
• Creating New Menu Items for Groups
• Assigning a Menu Item to a Group
• Removing a Menu Item from a User Group
• Renaming a Menu Item

10 Customizing Search Pages

• Customizing Drop-Down Menu Item Content
• Customizing the Number of Drop-down Menu Items and Search Results

Index