Enabling Manual Linking in the User Form

To enable manual linking, you must

• Include a property definition in each user form similar to the following

  <Form>
     <Properties>
        <Property name=’InteractiveLinking’ value=’true’/>
     </Properties>
     ...
  </Form>

• Add a field reference anywhere in the form. For example,

  <FieldRef name=’DiscoveredAccountFields’/>

  To reference this field, you must have the following Include statement in your user form. Typically, this Include is present in all user forms.

  <Include>
     <ObjectRef type=’UserForm’ name=’User Library’/>
  </Include>

With these form changes in place, Identity Manager checks for existing accounts each time the form is refreshed, and before it is saved. If Identity Manager discovers an existing account, it displays warning messages at the top of the form, and inserts new fields for each discovered account. These new fields include a checkbox that can be used to manually indicate that the account should be linked.

In addition, Identity Manager generates a field for each attribute in the resource’s Identity template. With this field, you can specify a different identity for the account. Identity Manager fetches the attribute for the existing accounts and includes it in the view.

You can display these attributes using the MissingFields reference or with your own custom fields. You must either supply an alternative identity for an account that does not exist, or check the option to allow the existing account to be linked before the form can be saved.