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Oracle® Identity Manager Design Console Guide
Release 9.0.3

Part Number B32453-01
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3 The Design Console Main Screen

This chapter describes the main screen in Design Console. It contains the following topics:

Overview

You can create, track, and analyze a business process by using the main screen in Design Console, as shown in Figure 3-1.

Figure 3-1 Design Console Main Screen

OIM Main Screen
Description of "Figure 3-1 Design Console Main Screen"

The Design Console main screen consists of four regions:

These regions are described in the following sections.

The Design Console Menu Bar

The menu bar appears at the top of the main screen. It contains menus that enable you to perform all operations in the Design Console user interface.

To issue a menu command:

  1. Click the menu that contains the command.

    A list of menu items appears.

  2. Click the menu item that contains the command.

    For example, to print the contents of the active form, you select the Print item from the File menu.

As an alternative to the mouse, you can use keyboard shortcuts, for example, ALT+F for the File menu, or shortcuts keys, for example, Ctrl+P to print the active form. Keyboard shortcuts and shortcut keys are displayed in black in the menu. Disabled shortcuts and keys appear in gray.

The Design Console Menu Bar provides four menus: File, Edit, Toolbar, and Help. This rest of this section describes the following topics:

File Menu

The File menu provides the following options:

Menu Item Action
Print Print the active form
Login Log out of Design Console, and then log in again
Exit Exit Design Console

Edit Menu

The Edit menu provides the following options:

Menu Item Action
Cut Cut selected text from editable fields and copy it to the system Clipboard.
Copy Copy the selected text to system Clipboard.
Paste Paste text from the system Clipboard to the selected field.
Clear Clear the selected text.

Toolbar Menu

The Toolbar menu operations are described in the following table.

Menu Item Action
New Clear the contents of the active form.
Save Changes Save all changes made to the active form.
Query Execute a query on the active form.
Notes Display any notes that may be attached to the active form.
Refresh Refresh the record of the active form.
Close Close the active form.
Delete Delete the current record.
Next Display the next record, when you have queried more than one record.
Previous Display the previous record, when you have queried more than one record.
First Display the first record, when you have queried more than one record.
Last Display the last record, when you have queried more than one record.
Close All Close all open forms, and clear the Design Console Workspace.

Help Menu

The Help menu provides access to the Oracle Identity Manager Design Console Help system and copyright information, as described in the following table.

Menu Item Action
Administrator Guide Display the online help equivalent of the Oracle Identity Manager Design Console Guide.
About Display the copyright information about Oracle Identity Manager Design Console.

The Design Console Toolbar

The toolbar is a series of buttons below the menu bar. These buttons provide single-click access to frequently used actions. The toolbar buttons always apply to the active form.

Figure 3-2 shows the Design Console Toolbar.

Figure 3-2 Design Console Toolbar

OIM Toolbar
Description of "Figure 3-2 Design Console Toolbar"

When you hold the mouse over a toolbar button for a few seconds, a tool tip appears containing a description of that button.

The following table describes the toolbar buttons.

Button Action
First Displays the first record when you have queried more than one record.
Previous Displays the previous record when you have queried more than one record.
Next Displays the next record when you have queried more than one record
Last Displays the last record when you have queried more than one record.
New Clears the active form.
Save Saves all changes made to the active form.
Query Executes a query on the active form.
Notes Displays any notes that may be attached to the active form.
Refresh Refreshes the active form.
Close Closes the active form.
Delete Deletes the current record.
Prepopulate Populates designated fields with data. These fields are user-defined, and have prepopulate adapters attached to them.

Note: For information on prepopulate adapters, see the Tools Reference Guide.


Design Console Shortcuts

Design Console provides the following keyboard shortcuts to perform functions quickly and provide you with easy access to menu commands.

Shortcut Name Keystroke Combination Description
File Menu ALT+F Activate the File Menu.
Edit Menu ALT+E Activate the Edit Menu.
Toolbar Menu ALT+T Activate the Toolbar Menu.
Help Menu ALT+H Activate the Help Menu.
Print CTRL+P Print the active form.
Cut CTRL+X Cut selected text from editable fields, and copy it to the system Clipboard.
Copy CTRL+C Copy the selected text to system Clipboard.
Paste CTRL+V Paste text from the system Clipboard to the selected field.
Clear CTRL+DEL Clear the selected text.
New CTRL+N Clear the active form.
Save Changes CTRL+S Save all changes made to the active form.
Query CTRL+Q Execute a query on the active form.
Notes CTRL+SHIFT+N Display notes that are attached to the active form.
Refresh CTRL+R Refresh the active form.
Close CTRL+W Close the active form.
Delete CTRL+D Delete the current record.
Next Numpad + (plus) Display the next record, when you have queried more than one record.
Previous Numpad - (minus) Display the previous record, when you have queried more than one record.
First CTRL+F Display the first record, when you have queried more than one record.
Last CTRL+L Display the last record, when you have queried more than one record.
Prepopulate CTRL+U Populate designated fields of a customized form with data.
Help F1 Launch context-sensitive Help for the active form.
Explorer F3 Highlight the Design Console icon, which appears at the top of the Design Console Explorer.
Lookup F4 Display the Lookup window for the selected lookup field.
Menu F10 Activate the File menu.

The Design Console Explorer

The Design Console Explorer contains a list of icons that represent forms that you have permission to access.

Figure 3-3 illustrates the Design Console Explorer. Your system administrator can customize the Explorer. Depending on your permissions, you may see different icons in the Explorer. If you want to access form icon that you do not see, contact your System Administrator.

Figure 3-3 Design Console Explorer

OIM Explorer
Description of "Figure 3-3 Design Console Explorer"

Tip:

When the System Administrator has changed your permissions, you should refresh the Explorer window, as described in one of the following procedures.

To launch a form:

  1. Click the plus icon to the left of the folder that contains the desired form.

  2. Double-click the appropriate icon for the form that you want.

    The corresponding form appears in the Design Console Workspace.

Tip:

You can adjust the size of the Design Console Explorer by dragging the Split Bar to the right or left. The Split Bar is the vertical line separating the Design Console Explorer from the Design Console Workspace.

To refresh the list of forms:

  1. Right-click the Oracle Identity Manager logo at the top of the Oracle Identity Manager Explorer window.

  2. The Refresh Explorer menu command appears in a pop-up window.

  3. Click this command.

    Design Console refreshes the Explorer with all forms that you can access, including any forms that a System Administrator has recently given you permission to access.

The Design Console Workspace

The Design Console workspace is the region of the main screen that displays forms that you access using the Explorer.

Figure 3-4 illustrates the workspace.

Figure 3-4 Design Console Workspace

OIM Workspace
Description of "Figure 3-4 Design Console Workspace"

If you access multiple forms, Design Console places the active form on top and layers the remaining forms on tabs along the bottom edge of the main screen. To switch between forms, click the desired form's tab, located at the bottom of the form.

Design Console can display each form in two views: a form view and a table view. The differences between the information presented in each view are explained in the following paragraphs.

Form View

A form view provides detailed information about a single record. The form view appears when a you initially access a form using the Explorer, for example, before you perform a query.

Table View

A table view lists general information about multiple records of a form. When you submit a query that produces more than one result, Design Console displays a table containing the records that match the criteria in the query.

For example, a query of the Organizations form may return several records. Both the form and table view tabs of the Organizations form can appear. Figure 3-5 illustrates the Table View of Design Console.

The following applies to all table views: