Profiles — Tree View

The Profiles — Tree View page displays all available profiles that are currently assigned to an element. On the left side of the page is a navigation area, where you can browse through the tree hierarchies to find profiles. On the right side of the page is the Content area, which displays information about any profile selected in the navigation area.

Navigation Area

The navigation tree is used to browse through the organization and domain trees to select an element. The tree reflects the hierarchy of the elements. If a node has subnodes, a blue triangle is displayed to the left of the node name. Clicking the blue triangle, the node is expanded, and some subnodes are shown.

By default, only 10 subnodes are displayed for each expanded node. If there are more than 10 subnodes, the 11th “node” does not refer to an element, but indicates that there are nodes that are not displayed: “... some elements not displayed”. Clicking this “node” opens the Find function.

To select an element, navigate the tree and click on the desired element. Once an element has been selected, the element is highlighted, and the content area displays the element's assigned and inherited profiles.

The navigation also provides a mechanism for a recursive search (see Searching for an Element) and a non-recursive find (see Using the Find Function), in order to locate elements in the tree hierarchies. Clicking the Search button opens the Search window.

Searching for an Element

The Search function allows you to recursively search for an element in the domain or organization hierarchy. It searches for not only the direct children of an element, but also all descendents. To perform a search of only the direct children of an element, use the Find function.

A search opens the Search window, which also allows you to perform a more advanced search.

The Search feature only supports LDAP and hybrid repositories, but does not support file-based repositories. If you perform a search on a file-based repository, the result is always reported as Elements Found (0).

Steps

1. Type the name or partial name of the element that you wish to search for into the search field.

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   Note –

   The search is not case-sensitive and not strict, for example, the search string "bc" will match "ABC" and "bcd". An asterisk (*) denotes an arbitrary sequence of characters within a search string. You can use more than one asterisk at any location in the string. An empty field is equivalent to a field with the search string “*”.

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2. Click the Search button.

   The Search window opens. Any string that you typed into the search field of the Navigation area is moved from that search field to the search field of the Search window, and a search for that string is started automatically. Any results are then displayed in a results table, which shows the name, type and path of any found elements.

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   Note –

   The maximum number of results is capped at 100.

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   If no results were found, or if you left the search field in the Navigation area blank, you can type in the name of an element in the search field of the Search window.

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   Tip –

   Use the type modifier list, located next to the search field, to search for a specific element type, such as “Search domains”.

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3. If necessary, add advanced options to the search by clicking the Show Advanced Options button.

   The advanced options consist of the following:

   • Restrict to: you can determine the element at which the search algorithm should start to traverse through the tree.

   • Results displayed per page: allows you to determine the number of results displayed on every page of the results table.

4. Click the Search button again to view results for a new or modified search.

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   Note –

   Clicking the Reset button changes all search parameters to the default and clears the Search field.

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Using the Find Function

The Find function allows you to perform a qualified find for all elements that are direct children of the expanded element. This is in contrast to the search function, which provides a recursive search for elements.

Steps

1. Click the Some Elements are not Displayed node in the navigation tree.

   The Find window opens.

2. Type a string or partial string into the Find field.

   The search is not case-sensitive and not strict, for example, the search string "bc" will match "ABC" and "bcd". An asterisk (*) denotes an arbitrary sequence of characters within a search string. You can use more than one asterisk at any location in the search string. An empty field is equivalent to a field with the search string “*”.

3. Click the Find button.

   A list of results is displayed. The number of results is capped at 100.

4. To add a found element to the navigation tree, click the desired element in the results list.

   The Find window closes, and the element is added to the list of subnodes in the navigation tree.

Content Area

When you select an element, information about that element is displayed in the content area of the Profiles — Tree View page. The content area can contain up to three tables:

• Assigned Profiles table: this table is always displayed. This table shows the profiles that are assigned to the currently selected element. It contains three columns, Name, Author, and Last Modified. The value of the Last Modified column changes only if a setting of the profile is changed, but not if the profile itself is renamed, moved or re-prioritized.

• Inherited Profiles table: this table is displayed if any element above the selected element in the hierarchy has an assigned profile. This profile is listed in the table. It contains two columns, Name and Assigned To. Assigned To shows the path and name of the element that the profile is assigned to.

• Users or Roles table: this table appears when an element of “user” or “role” type is selected. If the element is a user who is a member of at least one role, then those roles are shown in the Roles table. If the element is a role that has members, these members are displayed in the Users table.

Creating a new Profile

Steps

1. Click the New button.

   The Profile Editor opens.

2. Follow the instructions provided by the Profile Editor.

   For more information about how to use the Profile Editor to create a new profile, see Profile Editor.

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   Note –

   When you have finished creating the new profile, it is automatically assigned to the currently selected element.

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Deleting a Profile

Steps

1. Select the check box corresponding to the profile that you want to delete.

   A confirmation dialog appears.

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   Caution –

   It is important to understand that Delete removes all assignments and then physically deletes the profile. You cannot retrieve it, it is gone. Deleting a profile also causes assignments to other elements besides the current element to be removed. To simply remove a profile assignment from an element, use Unassign.

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2. Click the Delete button.

3. If you really want to delete the profile, click the OK button in the confirmation dialog.

Assigning a Profile

Steps

1. Click the Assign Profile button.

   A dialog opens, listing all available profiles that can be assigned to the selected element.

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   Note –

   Profiles already assigned to the selected element, as well as profiles that are not stored at or above the currently selected element, are not listed.

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2. Select one or more of the listed profiles, and click OK.

   The newly assigned profiles now appear in the Assigned Profiles table.

Unassigning a Profile

Steps

1. Select the check box corresponding to the profile that you want to unassign.

2. Click the Unassign Profile button.

   The profile is now unassigned, and disappears from the Assigned Profiles table.

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   Caution –

   There is no warning dialog, so if you clicked the Unassign Profile button by mistake, you can reverse this by using the Assign Profile function.

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Renaming a Profile

Steps

1. Select the check box corresponding to the profile that you want to rename.

2. Choose Rename from the actions list.

   A Rename dialog opens.

3. Type the new name of the profile in the text field of the dialog, and click OK.

Copying and Moving a Profile

Steps

1. Select the check box corresponding to the profile that you want to copy or move.

2. Choose Copy and Move from the actions list.

   The Copy and Move wizard opens.

3. Follow the instructions provided by the Copy and Move wizard to perform your task.

Importing Profiles

Steps

1. Make sure all check boxes are deselected.

2. Choose Import from the actions list.

   The Import Profile dialog opens.

3. Enter the path of the file that you want to import, or click the Browse button to choose a file from the default file chooser dialog of your operating system.

4. Click the Import button.

Exporting Profiles

Steps

1. Select the check box corresponding to the profile that you want to export.

2. Choose Export from the actions list.

   A dialog opens, which allows you to specify the location to which you want to export the file.

3. Select the Save to Disk option in the dialog and click OK.

4. Choose the location where you want to save the exported file and click OK.

Viewing Effective Settings

Effective Settings is a read-only view of the effective configuration settings for a given element, such as an organization, domain or host.

The effective settings of a specific user are the result of a merge process, including the configuration settings stored at the involved organization level(s), role(s), and the user. You can display the merged configuration settings of a selected element in a separate Effective Settings window. This allows for easy verification and also error debugging. An Effective Settings report can also be printed and stored for archival purposes.

Steps

1. Click the Effective Settings button in the Assigned Profiles table.

   When first opened, the effective settings for the selected element in the navigation tree are displayed.

   The Effective Settings window consists of the following two sections:

   • In the Modify Effective Settings Parameters section, the Create the Effective Settings Using area lets you choose which tree to take into account. The Select an element from the Domain Tree option lets you choose which entities to generate a Effective Settings report for. Use the Browse button to select an element in the organization or domain tree.

   • The Effective Settings section displays the following:

     • The location of the selected element in the hierarchy and the hostname.

     • The time and date when the current effective settings report was generated.

     • In the Profiles Involved section, the list of profiles involved in generating the effective settings report for the current element. They are listed in merge order form most relevant to least relevant. Each profile is a link that opens the Profile Editor window for the profile.

     • The Settings Summary area displays the configuration settings for the current effective settings report, grouped into categories. The Settings Summary contains Name, Value, and Status fields.

       The Status column contains entries of the type “Defined In <pofileName>”, where <profileName> is a link that opens the Profile Editor for that profile on the Configuration Settings tab, and navigates to the particular setting within this profile.

2. You can modify a generated effective settings report by changing any relevant effective settings parameters, and then clicking the Generate Effective Settings button at the top of the Effective Settings window.

   A new report is then displayed in the Effective Settings window.

3. To print an effective settings report, click the Print button at the top or bottom of the Effective Settings Window.