A Personalizing Self Service
This chapter describes the personalization features of the Oracle Identity Self Service. It contains the following sections:
Note:
Personalization of the Self Service is allowed for all users, and is applicable on a per user basis. In other words, the personalization that is saved for a user, is not applicable when another user logs in to Identity Self Service.
A.1 Performing Search in Self Service
Identity Self Service allows you to search for records in various pages, such as the Users page or the Roles page. There are two options available, Basic Search and Advanced Search.
To perform search, navigate to a page in Self Service with search option, such as the Users page or the Roles page. For example, following two searches can be performed in the Roles page:
A.1.1 Performing Basic Search in Self Service
To open the Roles page and perform search, do the following:
A.1.2 Performing Advanced Search in Self Service
To perform advanced search:
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In Identity Self Service, click the Manage tab, click Roles. The Roles Search page is displayed.
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Click Advance link. Advance Roles search page is displayed.
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Select any one of the Match options:
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All: On selecting this option, the search is performed with the AND condition. This means that the search operation is successful only when all the search criteria specified are matched.
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Any: On selecting this option, the search is performed with the OR condition. This means that the search operation is successful when any search criterion specified is matched.
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In the searchable user attribute fields, such as Display Name, specify a value. You can include wildcard characters (*) in the attribute value.
For some attributes, select the attribute value from the lookup. For example, to search all roles in the Default role category, select Default in the Role Category field.
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For each attribute value that you specify, select a search operator from the list. The following search operators are available:
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Starts with
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Ends with
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Equals
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Does not equal
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Contains
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Does not contain
The search operator can be combined with wildcard characters to specify a search condition. The asterisk (*) character is used as a wildcard character. For example, you can specify the value of the Display Name attribute to be Jo* as the search criteria, and select Equals as the search operator. The roles with Display Name that begins with Jo are displayed.
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To add a searchable role attribute to the Search Roles page, click Add Fields, and select the attribute from the list of attributes.
For example, if you want to search all roles in a role namespace, then you can add the Role Namespace attribute as a searchable field and specify a search condition.
Note:
You can configure the attributes that are searchable. The attributes available for search must be a subset of the attributes defined for the role entity that are marked with the Searchable = Yes property.
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Optionally click Reset to reset the values that you specified as search conditions. Typically, you perform this step to remove the specified search conditions and specify a new search condition.
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Click Search. The search results is displayed in a tabular format, as shown in Figure:
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If you want to hide columns in the search results table, then perform the following steps:
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Click View on the toolbar, select Columns, Manage Columns. The Manage Columns dialog box is displayed.
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From the Visible Columns list, select the columns that you want to hide.
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You can view the details of the role click the left arrow icon to add the columns in the Hidden Columns list.
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Click OK. The selected columns are not displayed in the search results. A status message displays along the bottom of the search table to identify how many columns are currently hidden. Figure shows that two columns are hidden.
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A.2 Adding and Removing Attributes in Advanced Search Criteria
Default attributes are available in the advance search pages based on which you can perform the search. In addition to the default search attributes, you can add search attributes based on which you can perform the search.
Identity Self Service allows you to perform advanced search for records in various pages, such as the Users page or the Roles page. To add attributes to advanced search criteria:
- Navigate to a page in Identity Self Service with advanced search option, such as the Users page or the Roles page. Click Advance.
- Click Add Fields. The list of attributes that you can add to the search criteria is displayed.
- Select an attribute from the list, for example, Role Description. The selected attribute is added to the Search section.
Note that a cross icon is displayed with the attribute that you added in the Search section. To remove the attribute from the search criteria, click the cross icon.
A.3 Personalizing the Search Result
You can personalize the search result to display or hide search attributes that are displayed as columns in the search results table. You can also change the order in which the columns are displayed in the search results table.
To personalize the search result:
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To show or hide columns in the search results table:
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On the toolbar of the search results page, click View, and then select Columns. A list of column names for the search results table are displayed. The column names that are already displayed in the search results table have a check mark.
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Select or deselect column names to show or hide respectively in the search results table.
Alternatively, select Manage Columns to display the Manage Columns dialog box. In this dialog box, you can move the column names in the Hidden Columns and Visible Columns lists to show or hide the columns respectively. When finished, click OK.
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To change the order or the columns in the search results table:
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On the toolbar of the search results page, click View, and then select Reorder Columns. The Reorder Columns dialog box is displayed.
Alternatively, click View and select the columns. Then, select Manage Columns to display the Manage Columns dialog box.
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In the Visible Columns list, move the column names up or down by using the arrow keys to the right of the list. The columns will be displayed in the order that you specify here.
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Click OK.
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To detach the search result table from the page, from the View menu, select Detach. Alternatively, click Detach on the toolbar.
To close the detached search result, click the cross icon at the top right corner or click Detach on the toolbar.
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To browse through the search result pages, use the navigation panel at the bottom of the search result table.
To jump to a particular page, enter the page number in the Page box and press enter. Alternatively you can use the navigational arrows to move to the First page, Previous page, or Next page.
A.4 Using Saved Search
Instead of specifying the search criteria every time you search for similar records, you can save a search and use the saved search to search for the records.
To search for entities, such as users or roles, you specify a search criteria. The search criteria includes search attributes that you have added and other search conditions. This section contains the following topics:
A.4.3 Deleting a Saved Search
To delete a saved search:
- From the Save Search list, select Personalize. The Personalize Saved Searches dialog box is displayed.
- From the Personalize Saved Searches list, select the saved search that you want to delete.
- Click Delete. A warning message is displayed.
- Click Yes to confirm deletion.
- Click OK to close the Personalize Saved Searches dialog box.
A.4.4 Using Saved Search to Perform a Search Operation
If you select the Set as Default option when creating the saved search, then the saved search is displayed in the Saved Search list when you open the page. To search for records by using the default saved search, click Search.
If you select the Run Automatically option when creating the saved search, then the search operation based on the saved search is performed automatically when you open the page.
If you have not selected the Set as Default and Run Automatically options, then to perform the search by using the saved search, select the saved search from the Saved Search list.
A.5 Sorting Data in Search Results
You can sort the data in the search results table in ascending or descending order.
When you place the mouse pointer on the column names in the search results table, up and down arrow keys are displayed. Clicking the up arrow key sorts the data in ascending order, and clicking he down arrow key sorts the data in descending order.
The sort is restored as a preference in the Self Service. As a result, when you logout, and login again and perform a search, sorted data is displayed in the search result. The sort preference works only for the logged in user. For other users, the search results table is displayed with default settings.
A.6 Using Query By Example
By using the Query By Example feature, you can refine the search results by providing additional filters. Oracle Identity Manager allows you to turn this feature on and off based on your requirement.
In many Self Service pages, data is displayed in a tabular format. Users can have hundreds of roles and resources, and thousands of entitlements provisioned to them. When you are looking at a large number of records, you need to scroll through multiple pages of results to find specific role, resources, and entitlements. When looking for a few records in a list of large number of records, you can use Query By Example to refine the search. To do so:
- Press Enter. All records that match the Query By Example value are displayed, as shown in Figure A-1:
