3 Oracle Identity System Administration Interface

Login to Oracle Identity System Administration, access the various links and options available in the interface, and use online help for information on the UI elements.

This chapter discusses the procedure to access and log in to Oracle Identity System Administration, and provides an overview of the Oracle Identity System Administration.

This chapter contains the following topics:

• Logging in to Oracle Identity System Administration

• Oracle Identity System Administration

3.1 Logging in to Oracle Identity System Administration

Use the correct login ID and password to login to Oracle Identity System Administration.

To log in to Oracle Identity System Administration:

1. Browse to the following URL by using a Web browser:

   http://HOSTNAME:PORT/sysadmin
   

   In this URL, HOSTNAME represents the name of the computer hosting the application server and PORT refers to the port on which the Oracle Identity Manager server is listening.

   Note:

   The application name, sysadmin, is case-sensitive.

2. After the Oracle Identity System Administration login page is displayed, log in with your user name and password.

3.2 Oracle Identity System Administration

The left navigation pane of Oracle Identity System Administration provides links to open various sections of the interface on the right pane.

The interface of the Oracle Identity System Administration is composed of the following areas:

• Layout of the Oracle Identity System Administration Interface

• Links in the Oracle Identity System Administration Interface

• Left and Right Panes in the Oracle Identity System Administration Console

• Help in Oracle Identity System Administration

3.2.1 Layout of the Oracle Identity System Administration Interface

The layout of the Oracle Identity System Administration consists of left and right panes, links, and options.

Figure 3-1 shows a sample page and the layout of the interface.

Figure 3-1 Layout of the Oracle Identity System Administration Console

Description of "Figure 3-1 Layout of the Oracle Identity System Administration Console"

3.2.2 Links in the Oracle Identity System Administration Interface

The top pane of Oracle Identity System Administration consists of Accessibility, Sandboxes, and Sign Out.

This area consists of the following links in the upper-right corner of the interface:

• About Accessibility Link

• About Sandboxes Link

• About Sign Out Link

3.2.2.1 About Accessibility Link

Oracle Identity System Administration has been designed to adhere to the standards set in Section 508 of the Rehabilitation Act and the World Wide Web Consortium's Web Content Accessibility Guidelines 2.0 AA (WCAG 2.0 'AA").

When you click the Accessibility link in the upper right corner of the page, the Accessibility dialog box is displayed. You can select one of the following options from the Accessibility dialog box:

• I use a screen reader

  Select this option if you want to use a screen reader.

• I use high contrast colors

  Select this option to use the high-contract color scheme that you have specified in your operating system, rather than using the default color scheme specified in Oracle Identity System Administration.

• I use large fonts

  Select this option if you want to change the font size for easy viewing and readability.

3.2.2.2 About Sandboxes Link

A sandbox represents an area where metadata objects can be modified without affecting their mainline usage. In other words, a sandbox is a temporary storage area to save a group of runtime page customizations before they are either saved and published to other users, or discarded.

In the Manage Sandboxes page, you can create, delete, activate, deactivate, and publish sandboxes. See Managing Sandboxes in Developing and Customizing Applications for Oracle Identity Governance for detailed information.

3.2.2.3 About Sign Out Link

The Sign Out link is available on the top right corner of Oracle Identity System Administration.

Click the Sign Out link to log out of Oracle Identity System Administration.

3.2.3 Left and Right Panes in the Oracle Identity System Administration Console

Every page in the Oracle Identity System Administration is divided into two panes. The left pane consists of sections that contain links to regions using which a variety of tasks can be accomplished.

The left pane is the primary navigation tool and is displayed on all web pages of Oracle Identity System Administration. Depending on the link that you click in the left pane, corresponding details are displayed in the right pane.

The left pane consists of these regions:

• About Policies

• About Provisioning Configuration

• About System Entities

• About System Configuration

• About Upgrade

• About Workflows

3.2.3.1 About Policies

The Policies region contains Approval Policies.

Use the Approval Policies page to create and manage approval policies if you have upgraded Oracle Identity Manager from an earlier release. An approval policy helps associate request types with approval processes defined in the workflow service. Refer to Oracle Identity Manager 11g Release 2 (11.1.2.2.0) documentation for information about approval policies.

3.2.3.2 About Provisioning Configuration

The Provisioning Configuration region consists of Reconciliation, Form Designer, IT Resource, Generic Connector, Application Instances, and Manage Connector.

The Provisioning Configuration region contains the following:

• Reconciliation

  Use the Reconciliation page to create and manage reconciliation events. See "Managing Reconciliation Events" for more information.

• Form Designer

  Use this page to create and manage forms of type users, roles, organizations, catalog, and resources that are not predefined in Oracle Identity Manager.

  See "Managing Forms" for more information.

• IT Resource

  Use this page to create and manage IT resources. An IT resource is composed of parameters that store connection information about a target system. Oracle Identity Manager uses this information to connect to a specific installation or instance of the target system.

  See "Managing IT Resources" for more information.

• Application Instances

  Use this page to create and manage application instances. An application instance is a combination of an IT resource instance and resource object. Users have accounts and entitlements that are associated with application instance and not with the IT resource instance or resource object.

  See "Managing Application Instances" for more information.

• Manage Connector

  Use this page to define, install, clone, upgrade, and uninstall predefined connectors in an Oracle Identity Manager environment. A predefined connector is designed for commonly used target systems such as Microsoft Active Directory and PeopleSoft Enterprise Applications.

  See "Managing Connector Lifecycle" for more information.

3.2.3.3 About System Entities

The System Entities region consists of links for customizing forms for the user, organization, role, and catalog entities.

The System Entities region contains the following:

• User

  Click to customize the User form, such as to create a UDF for the user entity.

• Organization

  Click to customize the Organization form, such as to create a UDF for the organization entity.

• Role

  Click to customize the Role form, such as to create a UDF for the role entity.

• Catalog

  Click to customize the Catalog form, such as to create a UDF for the catalog entity.

3.2.3.4 About System Configuration

The System Configuration region contains of the Home Organization Policy, Self Service Capabilities, Lookups, Role Categories, Scheduler, Notification, Configuration Properties, Import, and Export links.

The System Configuration region contains the following:

• Home Organization Policy

  Use this page to create and manage policies based on which the home organization of a user is determined at the time of self registration.

  See Managing the Home Organization Policy for more information.

• Self Service Capabilities

  Use this page to define self service capability policies to control what operations a user can perform for self.

  See Managing Self Service Capability Policy for more information.

• Lookups

  Use this page to create and manage lookup definitions. See Managing Lookups for more information.

• Role Categories

  Use this page to create and manage role categories for categorizing roles for the purpose of navigation and authorization.

  See Managing Role Categories for more information.

• Scheduler

  Use this page to create and manage scheduled jobs. Scheduled jobs are jobs that are run at specified time intervals to manage various activities in Oracle Identity Manager.

  See Managing the Scheduler for more information.

• Notification

  Use this page to create and manage notification templates. A notification template is used to send notifications.

  See Managing Notification Service for more information.

• Configuration Properties

  Use this page to create and manage system properties. System properties define the characteristics that control the behavior of Oracle Identity Manager.

  See Configuring Oracle Identity Governance for more information.

• Import

  Use this page to import Oracle Identity Manager configurations by using the Deployment Manager.

  See Migrating Incrementally Using the Deployment Manager for more information.

• Export

  Use this page to export Oracle Identity Manager configurations by using the Deployment Manager.

  See Migrating Incrementally Using the Deployment Manager for more information.

3.2.3.5 About Upgrade

When you upgrade to this release of Oracle Identity Manager, the custom attributes for entities (such as users, roles, organizations, and application instances) exist in the back-end.

However, if you want to display these attributes as form fields in the Oracle Identity Manager user interface, then you must customize the associated pages on the interface to add the custom form fields. To do so, use the links in the Upgrade region of Identity System Administration.

The Upgrade region contains the following:

• Upgrade User Form

  Use this page to create and manage custom form fields for the user entity.

• Upgrade Role Form

  Use this page to create and manage custom form fields for the role entity.

• Upgrade Organization Form

  Use this page to create and manage custom form fields for the organization entity.

• Upgrade Application Instances

  Use this page to create and manage custom form fields for the application instance entity.

For detailed information about upgrading Oracle Identity Manager to 19c (19.1.0.0.0), see Upgrading Oracle Identity Manager Single Node Environments in Upgrade Guide for Oracle Identity and Access Management.

3.2.3.6 About Workflows

The Workflows region consists of the Approval Workflow Rules page.

Use this page to manage approval workflow rules that determine whether or not request approval is required for an operation and which workflow is invoked for a specific operation.

See "Managing Workflows" for more information.

3.2.4 Help in Oracle Identity System Administration

The Oracle Identity System Administration interface includes a help system. Clicking the Help link opens the help system in a new window.

The help interface provides context-sensitive help. For example, if you are in the Form Designer page and click the Help link, then help content related to form designer is displayed.

The default view of the help system consists of three panes:

• About Top Pane in the Help Interface

• About Lower Left Pane in the Help Interface

• About Lower Right Pane in the Help Interface

3.2.4.1 About Top Pane in the Help Interface

The top pane in the Help interface consists of the Book list, search fields, and buttons for navigation and printing.

Figure 3-2 shows a sample page and default layout of the help interface.

Figure 3-2 Layout of the Help Interface

Description of "Figure 3-2 Layout of the Help Interface"

The top pane consists of the following:

• Book drop-down list: From this drop-down list you can select one of the following values:

  • Help Topics for Oracle Identity Manager: Select this value to open all help topics for Oracle Identity Manager.

  • Administrator's Guide for Oracle Identity Manager: Select this value to open the online help version of Oracle Fusion Middleware Administrator's Guide for Oracle Identity Manager.

  • Developer's Guide for Oracle Identity Manager: Select this value to open the online help version of Oracle Fusion Middleware Developing and Customizing Applications for Oracle Identity Manager.

  • User's Guide for Oracle Identity Manager: Select this value to open the online help version of Oracle Fusion Middleware Performing Self Service Tasks with Oracle Identity Manager.

  • Custom Help Topics for Oracle Identity Manager: Select this value to open any custom help topics.

• Search field: Specify any word or term to search for in the help system.

• View: From the View menu, you can select any one of the following options:

  • Maximize Reading Pane: Collapses the lower left pane to maximize the reading pane, which is the lower right pane.

  • Restore Default Window Layout: Restores the current layout of the help system to the default layout.

  • Contents: Restores the lower left pane to display the Contents region along with the help topics, if it is not already being displayed.

  • Search: Displays the Search region in the lower left pane. In the Search region, you can search for help topic and the search results are displayed in a tabular format. Here are a few guidelines on performing a search:

    • Search criterion specified in the Search field can be made case sensitive by selecting the Case Sensitive option.

    • To define your search precisely, you can specify the boolean operators & (for AND), |(for OR), ! (for NOT) in your search criterion, select the Boolean expression option, and then click Search.

    • To search for help topics containing all words specified in the search criterion, select All words.

    • To search for help topics containing any word specified in the search criterion, select Any words.

  • Show permanent link for this topic page: If you want to save the link to a help topic for future reference, then from the View menu, select Show permanent link for this topic page. In the dialog box that is displayed, right-click the link to the help topic and select one of the following options:

    • Bookmark This Link: Adds the help topic URL to the browser bookmarks.

    • Copy Link Location: Copies the help topic URL to the clipboard.

• Toolbar: The help system contains a toolbar that provides action buttons for certain tasks. You can view the name of the button by moving the mouse pointer over the button. The following buttons are available:

  • Go back one page: Takes you back to the page containing the previous help topic.

  • Go forward one page: This icon is enabled only if you have clicked the Go back one page icon. Clicking the Go forward one page icon takes you to the next page in the sequence of topics you visited.

  • Print this topic page: Prints the current help topic.

  • Email this topic page: Drafts an email with a link to the help topic currently displayed in the help system. This draft can be sent to the desired email recipient.

  • Link to this topic page: Saves the link to a help topic for future reference by right-clicking the link to the help topic in the dialog box that is displayed, and then selecting one of the following options:

    • Bookmark This Link: Adds the help topic URL to the browser bookmarks.

    • Copy Link Location: Copies the help topic URL to the clipboard.

3.2.4.2 About Lower Left Pane in the Help Interface

The lower left pane contains the Contents and Search regions. By default, the Contents region is expanded.

The Contents region displays links to help topics depending on the option you select from the Book drop-down list in the top pane. You can click the arrow icon beside Contents to expand or collapse the Contents region.

3.2.4.3 About Lower Right Pane in the Help Interface

The lower right pane is also called the reading pane.

The lower right pane displays any help topic that you search for or open from the Contents and Search regions in the lower left pane. The pages in the reading pane displays a description of each element in the UI page of Oracle Identity System Administration.