| Oracle® Identity Manager Design Console Guide Release 9.1.0.2 Part Number E14762-01 |
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View PDF |
| Oracle® Identity Manager Design Console Guide Release 9.1.0.2 Part Number E14762-01 |
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|
View PDF |
This chapter describes how to start the Design Console and the Design Console main screen. It contains the following sections:
To start the Design Console:
Double-click the Oracle Identity Manager client icon on the desktop.
The Login window is displayed.
Enter your user ID and password.
Your password is displayed as asterisks (****) for security purposes.
Your user ID and password cannot have special characters, for example, percent sign (%), plus sign (+), equals sign (=), comma (,), backslash (\), double quotation marks ("), less than symbol (<), greater than symbol (>), and slash (/).
Click Login.
The Design Console main screen is displayed.
After you log in to the Design Console, you can configure the system settings. These settings control the systemwide actions of Oracle Identity Manager. For information about these settings, see Chapter 7, "System Configuration Form".
Note:
You can also access the basic features of Oracle Identity Manager by using the Oracle Identity Manager Administrative and User Console. For information about the features of the Oracle Identity Manager Administrative and User Console, see Oracle Identity Manager Administrative and User Console Guide.You can create, track, and analyze a business process by using the main screen in the Design Console, as shown in Figure 2-1.
The Design Console main screen consists of four regions:
The menu bar is displayed at the top of the main screen. It contains menus that enable you to perform all operations in the Design Console user interface.
The Design Console menu bar provides the following menus:
The File menu provides the following options:
| Menu Item | Action |
|---|---|
| Prints the active form | |
| Login | Logs out of the Design Console, and then log in again |
| Exit | Exits the Design Console |
The Edit menu provides the following options:
| Menu Item | Action |
|---|---|
| Cut | Deletes selected text from editable fields and copies it to the system Clipboard |
| Copy | Copies the selected text to the system Clipboard |
| Paste | Pastes text from the system Clipboard to the selected field |
| Clear | Clears the selected text |
The Toolbar menu operations are described in the following table.
The Help menu provides you with access to the Oracle Identity Manager Design Console Help system and copyright information, as described in the following table:
| Menu Item | Action |
|---|---|
| Administrator Guide | Displays the online Help equivalent of this guide. |
| About | Displays the copyright information about the Oracle Identity Manager Design Console. |
The toolbar consists of a series of buttons below the menu bar. These buttons provide single-click access to frequently used actions. The toolbar buttons apply to the active form.
Figure 2-2 shows the Design Console Toolbar.
When you hold the mouse over a toolbar button for a few seconds, a tool tip that describes the button is displayed.
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 | Runs a query on the active form. |
| Notes | Displays any notes that are 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 about prepopulate adapters, see Oracle Identity Manager Tools Reference. |
The Design Console provides the following keyboard shortcuts to help you 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 2-3 shows the Design Console Explorer. Your system administrator can customize the Explorer. Depending on the permissions assigned to you, you can see different icons in the Explorer. If you want to access a form icon that you do not have permissions for, contact your system administrator.
Tip:
If the system administrator changes your permissions, then you must refresh the Explorer window.To start a form:
Expand the folder that contains the required form.
Double-click the form that you want to open.
The corresponding form is displayed in the Design Console Workspace.
Tip:
You can adjust the size of the Design Console Explorer by moving the divider to the right or left.To refresh the list of forms:
Right-click the Oracle Identity Manager logo at the top of the Oracle Identity Manager Explorer window. A menu is displayed.
Click Refresh Explorer.
The Design Console refreshes the Explorer with all forms that you can access, including any forms that a system administrator recently gave 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 2-4 shows the Workspace.
If you access multiple forms, the Design Console places the active form on top and layers the remaining forms on tabs along the bottom of the main screen. To switch between forms, click the desired form's tab.
The Design Console can display each form in two views: a form view and a table view.
The form view provides detailed information about a single record. The form view is displayed when you initially access a form by using the Explorer, for example, before you perform a query.
The table view lists general information about multiple records of a form. When you submit a query that produces more than one result, the Design Console displays a table that contains the records that match the criteria in the query.
For example, a query of the Organizations form can return several records. Both the form and table view tabs of the Organizations form can be displayed. Figure 2-5 shows the table view of the 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 headings, which are boxes with labels above each column.
Column headings display the name of the column. If a column contains a Lookup dialog box, the column heading is displayed in blue.
The Design Console forms contain row headings, which are boxes with numeric labels 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 is displayed 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 is displayed 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 are displayed in blue have Lookup dialog boxes.
You can double-click these fields to access their Lookup dialog boxes, 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 the data in that field has changed and must be saved.
To select consecutive record rows, press the Shift key.
To select unconsecutive record rows, use the Ctrl key.
To export a record, right-click the row heading.
To select more than one record, press the Shift key before clicking the row heading.
A dialog box is displayed.
Select Copy to Clipboard to copy the selected records to the Clipboard.
You can paste copied records into a Microsoft Excel spreadsheet or a Microsoft Word document.
To save the records as a tab-delimited file, select Copy to File.
You can control the order in which the records in a table view are displayed by using the sort feature.
To change the sort order of displayed records, click the heading of the column by which you want the records to be sorted. A triangle is displayed beside the column heading text. This indicates the direction, ascending or descending order, in which the records were sorted.
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