Oracle® Identity Manager Design Console Guide Release 9.0.3 Part Number B32453-01 |
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This chapter describes the main screen in Design Console. It contains the following topics:
You can create, track, and analyze a business process by using the main screen in Design Console, as shown in Figure 3-1.
The Design Console main screen consists of four regions:
These regions are described in the following sections.
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:
Click the menu that contains the command.
A list of menu items appears.
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:
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. |
The Toolbar menu operations are described in the following table.
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 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.
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.
Design Console provides the following keyboard shortcuts to perform functions quickly and provide you with easy access to menu commands.
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.
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:
Click the plus icon to the left of the folder that contains the desired form.
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:
Right-click the Oracle Identity Manager logo at the top of the Oracle Identity Manager Explorer window.
The Refresh Explorer menu command appears in a pop-up window.
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 is the region of the main screen that displays forms that you access using the Explorer.
Figure 3-4 illustrates the 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.
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.
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:
To select a record in a table view, click it.
The data associated with a record is displayed in cells.
Cells are also referred to as fields.
Forms contain column headers, which are a gray box with a label above each column.
Column headers display the name of the column. If a column has a Lookup dialog box, the column header appears in blue.
Design Console forms contain row headers, which are a gray box with a numeric label at the beginning of each row.
To view a detailed form view of a record, double-click its row header. To display a record in the form view, select the desired record in the table view, then click the applicable form tab at the bottom of the workspace.
If a query returns more records than can be displayed in the workspace, a vertical scroll bar appears along the right edge of the table view.
Click the Up or Down arrows in the vertical scroll bar to scroll through the records of the table.
If the table view contains more columns than can be displayed in the workspace, a horizontal scroll bar appears along the bottom edge of the table view.
Click the Left or Right arrows in the horizontal scroll bar to reveal additional columns not initially visible in the workspace.
You can edit record information in the individual cells (fields) of the table view.
To edit the information in a particular field, click it, and make the desired changes.
Fields that appear in blue have Lookup dialog boxes.
You can double-click these fields to access their Lookup dialog box, then select the desired value. When you edit the value in any field, the row header for the corresponding record changes to black. This indicates that data in that field has been changed and must be saved.
To select consecutive record rows, use the SHIFT key.
To select non-consecutive record rows, use the CTRL key.
To export a record, right-click its row header.
To select more than one record, press the SHIFT key before clicking the row header.
A pop-up dialog box appears.
Select Copy to Clipboard to copy the selected records to the Clipboard.
You can paste copied records into an Microsoft Excel spreadsheet or a Microsoft Word document.
To save the record(s) as a tab-delimited file, select Copy to File.
You can control the order in which the records in a table view are displayed using the sort feature.
To adjust the sort order of displayed records, click the header of the column by which you wish the records to be sorted. A triangle appears beside the column header text. This indicates the direction, ascending or descending order, in which the records were sorted.