One Identity Manager 9.

User Guide for One Identity Manager

Tools User Interface
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One Identity Manager User Guide for One Identity Manager Tools User Interface
Updated - 01 August 2022, 15:14
Version - 9.0
Contents

About this guide 7

One Identity Manager tools user interface 9

The user interface layout 9
Using the help in the Manager 11
Status bar information in the Manager 11
Current user 13
Changing the password of the logged in user 14
Menu items in the Manager 14
Views in the Manager 19
Layout mode in the Manager 20
Simple layout mode in the Manager 20
Expert mode in the Manager 20
Features in the navigation view 21
My One Identity Manager 24
Functions in the result list 25
Features in the task view 28
Features in the favorites list 28
Features of the document view 30
Overview form 31
Input field 32
Labeling changed data 33
Displaying the column names 33
Translating entries 34
Entering a list of permitted values 35
Entering multiple values 35
Setting values 36
Entering scripts 36
Entering database queries 42
Entering custom filter conditions 45
Selecting from lists 47
Selecting a dynamic entry 48

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 Setting a date 48
Editing login hours 49
Layout of object relations 50
Displaying assignments 52
General control key combinations 54
Manager program settings 55
User settings in the Manager 55
Special settings for individual program components in the Manager 57
General program settings in the Manager 58
Plugins available in the Manager 58
Reloading changes to the user interface 59
Detailed information about the user interface 59
Limiting list entries using the list limit 60
Limiting list sizes using simple filters 61
Searching for list entries 62
User-defined filters in the Manager 63
Creating filter queries using wildcards in the Manager 64
Creating filter queries in the Manager using SQL conditions 65
Creating filter queries using full-text search in the Manager 66
Applying filters in the Manager 67
Publishing filters in the Manager 67
Exporting and importing filters in the Manager 67
Attaching filters in the Manager 68
Editing filters in the Manager 69
Deleting filters in the Manager 69
Database search in the Manager 69
Simple database search 70
Running simple database searches using wildcards 70
Running simple database searches using full-text search 71
Advanced database search 71
Creating search queries using wildcards 72
Creating search queries using SQL conditions 73
Creating search queries using full-text search 73
Running advanced database searches 76
Displaying extended properties for objects 76

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Multiple object edit in the Manager 78
Committing data on change conflicts 78

Working with the Designer 80

General tips for the Designer 80
Menu items in the Designer 81
Using the help in the Designer 83
Views in the Designer 83
Designer program settings 84
User settings in the Designer 85
General program settings in the Designer 86
Logging and committing objects in the Designer 87
Designer-internal full text search 89
User-defined filters in the Designer 90
Using Adhoc filters in the Designer 91
Creating filter queries using wildcards in the Designer 91
Creating filter queries in the Designer using SQL conditions 92
Creating filter queries using full-text search in the Designer 93
Applying filters in the Designer 94
Publishing filters in the Designer 94
The editors in the Designer 95
Working with the Object Editor 97
Object Editor menu items 97
Multiple object edit in the Object Editor 98
Working with the List Editor 98
List Editor menu items 99
Functions in the List Editor result list 100
Configuring columns for List Editor result lists 100
Multiple editing of list entries in the List Editor 101
Displaying object relations in the List Editor 101
Working with the SQL Editor 102
SQL Editor menu items 102
Running database queries in SQL Editor 104

About us 105
Contacting us 105

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Technical support resources 105

Index 106

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 1

About this guide

The One Identity Manager User Guide for One Identity Manager Tools User Interface is
intended for end users, system administrators, consultants, analysts, and other IT
professionals who want to learn about secure handling of One Identity Manager tools,
especially the Manager and the Designer.
The interfaces of the Manager and Designer have a similar layout. The basic elements and
functions of the user interface are the same for all of the One Identity Manager tools. The
user interface layout is explained based on the example of the Manager. Default functions
used in connection with the Manager Designer are described.
NOTE: This guide describes One Identity Manager functionality available to the default
user. It is possible that not all the functions described here are available to you. This
depends on your system configuration and permissions.
The One Identity Manager Operational Guide describes the special tasks and functions
offered by the two tools to support One Identity Manager while it is running.
The Manager is the main administration tool for setting up information about employees
and their identities. It displays and maintains all the data required for the administration
of employees, their user accounts, permissions, and company-specific roles in a One
Identity Manager network. Company resources employees require can be entered and
assigned to them.
You can also use the Manager to:
l Define custom IT policies.
l Set up an IT Shop from which company resources and assignments can be
requested.
l Set up special approval processes for authorizing requests and checking compliance
to IT policy.
l Set up attestation procedures for regularly testing the correctness of data about
employees or roles and their assignments.

By implementing One Identity Manager application roles, every One Identity Manager user
obtains only those permissions they require to fulfill necessary administrative duties.
The Designer is the main configuration component in One Identity Manager. The program
offers an overview of the entire One Identity Manager data model. It enables the
configuration of global system settings, for example, languages, or configuration
parameters such as customizing user interfaces for the various administration tools. It also

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About this guide
allows the permissions structure to consolidate the various administrative tasks of each
user and user groups. Another important task is the definition of workflows for technically
illustrating the administration procedures in the company.

Available documentation

You can access One Identity Manager documentation in the Manager and in the Designer by
selecting the Help > Search menu item. The online version of One Identity Manager
documentation is available in the Support portal under Technical Documentation. You will
find videos with additional information at www.YouTube.com/OneIdentity.

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About this guide
 2

One Identity Manager tools user

interface

The user interface layout is explained based on the example of the Manager. The basic
elements and functions of the user interface are the same for all of the One Identity
Manager tools.
Certain components of the One Identity Manager’s graphical user interface are stored in
the One Identity Manager schema and can be tailored to suit customer requirements.
Menu items in the navigation structure, interface forms, and task definitions can be
configured in this way.
Menu items, interface forms, and task definitions are assigned to permissions groups. The
user's effective components of the user interface depend on the authentication module
used for logging in to the One Identity Manager tools. If a user logs in to a One Identity
Manager tool, a system user is found and the available menu items, interface forms, task
definitions, and individual program functions are identified depending on the permission
groups to which this system user belongs and the adapted user interface is loaded.
Data is displayed as objects in the user interface. User interface objects are meta-objects.
You provide a selection of configurable elements that describes how the data stored in the
database is perceived. These objects enable data to be distinguished by specific properties.
They provide an additional control function for configuring the user interface. Hence,
interface forms and tasks are linked to object definitions, which means that different forms
and tasks are displayed in the user interface depending on which object is selected.
For more information about how to customize the user interface to your specific
requirements, see the One Identity Manager Configuration Guide.

The user interface layout

You can control the One Identity Manager tools' graphical user interface with using mouse
and key combinations. A minimum screen resolution of 1280 x 1024 pixels is recommended
with at least 16 bit color for the best display.
The user interface consists of the following components:

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 A. Title bar
In the title bar, you can see the program icon, program name, and connected
database shown using the notation <user>@<database server>\<database
(description)>.
B. Menu bar
The menu bar gives you different menus and menu items. The menus Database and
Help are always there. If a database is open, you can see more menus.
C. Toolbar
Each program component comes with its own toolbar.
D. Editing section
The editing section has different views for displaying and editing data.
E. Status bar
The status bar displays different status data. Some status data is shown by way
of icons. Which icons are displayed is partially dependent on the program
settings selected.

Figure 1: Manager user interface

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Using the help in the Manager
You can access One Identity Manager documentation in the Manager by selecting the Help
> Search in local help menu item.
You can display the help for the individual Manager forms using the Help > Form help
menu item or F1.
With some forms, a separate dialog box appears. Use the help icon (?) in the title bar of the
dialog window to open the help for a dialog window.
Every form also has a help display for the columns shown. Clicking on the help icon
changes the cursor into the help icon. You can then click a column description to display
tips about using the column in the form of tooltips.

Status bar information in the Manager

The status bar displays different status data. Some status data is shown by way of icons.
Which icons are displayed is partially dependent on the program settings selected. The
status bar comes in different colors.

Table 1: Meaning of the colors

Color Meaning

none Development environment database is connected.

Red Simulation mode is enabled.

Green Test environment database is connected.

Yellow Productive environment database is connected.

Table 2: General icons in the status bar

Icon Meaning

Current user.

The DBQueue Processor was stopped.

The services were stopped.

The database is connected.

Database status (database activity such as loading or saving objects).

The database must be compiled.

The database is in recovery mode. It is not possible to process data at this time.

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Icon Meaning

There are invalid script assemblies. The database must be compiled.

No connection.

Display for step-by-step preparation of a database update. All database users

will be informed about the upcoming update. The system does accept anymore
processes.

Display for step-by-step preparation of a database update. Users cannot log in to

the database anymore. All running processes will still be completed.

Display for step-by-step preparation of a database update. The database is

updating.
Information available.

A warning was reported.

An error was reported.

Table 3: Additional icon in the status bar in the Manager

Icon Meaning

Quick edit mode is enabled.

The field definitions (technical tables and column names) are displayed.

Additional information on the navigation objects is displayed.

The program is in simulation mode.

The system data was modified.

The Manager's status bar also shows the following information:

l The connected database in the following format: <Server>\<database (description)>
l The definition of the current object
l The name of the activated form in the following format: <logical form>
[(<physical form>)]

TIP: Double-click the name in the status bar to copy the object definition, the form name
or the database connection name to the clipboard.

Related topics
l The user interface layout on page 9
l Features of the document view on page 30
l Displaying the column names on page 33

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 l Detailed information about the user interface on page 59
l Current user on page 13

Current user
The program's status bar shows the name of the current user. Depending on the
authentication module used, this can be the full name of the person or the designation of
the current system user. Use the tooltip to show the full name of the current user and the
current system user.

To get more information about the current user

l To display user information, double-click the icon in the program status bar.

Table 4: Extra information about the current user

Property Meaning

System users Name of system user

Authenticated Name of the authentication module used for logging in.

by

Employee UID Unique ID for the current user’s employee if an employee related
(UserUID) authentication module is used to log in.

SQL access level Access level of the database server used to log in.

Read-only The system user has only has read permissions. Modification to data
are not possible.

Dynamic user The current user uses a dynamic system user. Dynamic system users
are applied when a role-based authentication module is used.

Administrative The current user uses an administrative system user.

user

Remarks More details about the system user in use.

Permissions Permissions groups that are assigned to the system user. The permis-
group sions groups determine the user's user interface and object permis-
sions.

Program Program functions assigned to the system user The menu items and
functions functions available depend on the program functions.

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Changing the password of the logged in user
To change the password:

1. Select the Database > Change password menu item and enter the following
information:
l Old password: Enter the previous password.
l New password: Enter the new password.
l Confirm new password: Enter the new password again.
NOTE: The password must comply with the password policy. To display the
requirements, click the Password requirements link.
2. Save with OK.

Menu items in the Manager

Table 5: Meaning of items in the menu bar

Menu Menu item Meaning Shortcut

Database New connection Establishes a database connection. Ctrl + Shift

+N

Close connection Closes the current database connection.

Change manage- Opens a dialog box for editing change

ment labels. This menu item is only available in
expert mode.

Start/stop The program switches to simulation mode or

simulation to working mode.
For more information about the simulation,
see the One Identity Manager Operational
Guide.

Change manage- Opens a dialog box for editing change

ment labels. This menu item is only available in
expert mode.
For more information about working with
change labels, see the One Identity
Manager Operational Guide.

Export data A form opens in which you can confirm the

export data.
For more information about exporting data,
see the One Identity Manager Operational

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Menu Menu item Meaning Shortcut

Guide.

Show deferred Deferred operations are displayed.

operations
For more information about planning activ-
ation times, see the One Identity Manager
Operational Guide.

Pending changes Shows changes pending for objects and

their processing status.

Check data This opens the consistency check form.

consistency
For more information about checking data
consistency, see the One Identity Manager
Operational Guide.

Change The logged in user can change the

password password.

Settings For configuring general program settings.

Exit Exits the program. Alt + F4

Object New A new object with the displayed object type Ctrl + N
is added.

Save Saves all changes to an object. Ctrl + S

Set the change You can set the time of the change.
time stamp
For more information about planning activ-
ation times, see the One Identity Manager
Operational Guide.

Delete Deletes selected object. Ctrl + D

Set the deletion You can set the time that the object is
time deleted.
For more information about planning activ-
ation times, see the One Identity Manager
Operational Guide.

Undo delete After confirmation, the deletion process is

reversed. This option is only available if the
object was marked for deletion.

Discard changes Any unsaved form entries are discarded. Ctrl + Shift
+D

Reload The object is reloaded. Ctrl + F5

Properties Show other properties of the active object.

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Menu Menu item Meaning Shortcut

This menu item is only available in expert

mode.

Reapply All object templates are reapplied. This

templates menu item is available only in the object's
main data form.

Add to favorites Add the current object to your favorites or Ctrl + B

or remove from remove it from your favorites. These options
favorites are shown alternately.

Back Shows the previous form in the order in Alt + left

which the forms were viewed. arrow

Forward Shows the next form in the order in which Alt + right
the forms were viewed. arrow key

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Menu Menu item Meaning Shortcut

View Navigation Activates the navigation view. Ctrl + Q

Result list Opens the result list. Ctrl + R

Documents Enables the current document. Ctrl + O

Favorites Shows or hides the favorites list.

Tasks Shows or hides the task view.

Error log Shows or hides the error log.

Process Inform- Shows or hides the process view.

ation

TimeTrace Shows or hides the TimeTrace.

For more information about TimeTrace, see
the One Identity Manager Operational
Guide.

Database search Shows or hides the database search.

Start page The start page is displayed.

Enable quick The quick editing of objects is enabled or

edit mode disabled.

Close current Closes the current document. F4

document

Close all Closes all open documents.

documents

Enable Shows all open documents. You can toggle

document from one open document to the next.

Layout Changes the layout of the program’s Ctrl + Shift

interface. + L (loads
in expert
mode)

Display field The technical table and column names are

definitions shown in the editing forms. This menu item
is only available in expert mode.

Display Displays the loaded navigation objects. This

navigation entry is available only if the program setting
objects Show additional navigation
information is enabled.

Plugins Name of the Shows the available plugins so that you can
plugin. apply them.

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Menu Menu item Meaning Shortcut

Help Community Opens the One Identity Manager community

website.

Support portal Opens the One Identity Manager product

support website.

Training Opens the One Identity Manager training

portal website.

Online Opens the One Identity Manager

documentation documentation website.

Search Opens the search dialog box.

Form help Opens the help for this form. F1

Info Shows the version information for program.

Table 6: Toolbar functions

Icon Meaning

Show homepage.

Show the previous form in the order in which the forms were viewed. You can
see the form history from the selection menu. You can select any form you wish
from here.

Show the next form in the order in which the forms were viewed. You can see the
form history from the selection menu. You can select any form you wish from
here.

Show or hide the database search dialog.

Add a new object of that object type.

Saves changes.

Set time at which to save an object's changes. For more information about
planning activation times, see the One Identity Manager Operational Guide.

Deletes object.

Set time at which to delete the selected object. For more information about
planning activation times, see the One Identity Manager Operational Guide.

Redo delete. This option is only available if the object was marked for deletion.

Discard unsaved changes from the form.

Update object.

Add object to favorites.

Remove object from favorites.

Print form. Printer settings are configured in the configuration menu.

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Views in the Manager
The editing area in the Manager has different views for displaying and editing data.

Table 7: Views in the editing area

View Description

Navigation The navigation view shows suggested navigation starting points for the
view current user.

Result list When you select a menu item in the navigation view, the result lists shows
all the objects that correspond to the object definition and the conditions
of the menu item.

Document The document view shows the forms to edit a selected object.
view

Task view The task view shows the tasks and reports available for an object.

Favorites list This view is used to compile individual menu items into a user-specific
favorites list.

Error log The error log shows errors and warnings that occurred when working with
the Manager. For more information about the error log, see the One
Identity Manager Process Monitoring and Troubleshooting Guide.

Process This view is used to analyze the process data resulting from data changes.
Information For more information about the evaluation of process information, see the
One Identity Manager Operational Guide.

TimeTrace In this view you can track changes to an object that were made up to any
point in the past. For more information about TimeTrace, see the One
Identity Manager Operational Guide.

Detailed information about this topic

l The user interface layout on page 9
l Features in the navigation view on page 21
l Functions in the result list on page 25
l Features of the document view on page 30
l Features in the task view on page 28
l Features in the favorites list on page 28

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Layout mode in the Manager
The Manager can display the editing area in standard mode or expert mode. The layout of
the default view varies between modes. The current user's layout is saved in the user
configuration so that when you restart the program the last layout you used is shown.

Detailed information about this topic

l Simple layout mode in the Manager on page 20
l Expert mode in the Manager on page 20

Simple layout mode in the Manager

The simple layout mode provides two other layouts in addition to the default layout.

To select the simple layout mode in the Manager

1. In the Manager, select the Database > Settings menu item.

2. On the User tab, disable the Enable expert mode option.

To change the layout in the Manager

l To specify a layout in the Manager, select the View > Layout > View 1 or the View
> Layout > View 2 menu item.
l To reset the layout to the default setting in the Manager, select the View > Layout
> Restore default menu item.

Related topics
l Expert mode in the Manager on page 20

Expert mode in the Manager

In expert mode you can use the mouse to change the position and size of the editing
windows in the user interface. You can use the pin in the title bar of a window to enable or
disable the auto-hide mode. If this mode is enabled, the selected window slides out of or
into the area. To select a window in auto-hide mode, use the symbol in the navigation
toolbar on the side. There are other menu items and functions available in expert mode.

To select expert mode in the Manager

1. In the Manager, select the Database > Settings menu item.

2. On the User tab, enable the Enable expert mode option.

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To change the layout in the Manager
l To save the layout in the Manager, select the View > Layout > Save menu item
and enter a Name.
l To load a layout in the Manager, select the View > Layout > Load or Ctrl + Shift
+ L menu item.
l To reset the layout to the default setting in the Manager, select the View > Layout
> Restore default menu item.

Table 8: Other menu items in expert mode

Menu Menu item Meaning Shortcut

Database Change Opens a dialog box for editing change labels.

management

View Display field The technical table and column names are
definitions shown in the editing forms.

Layout > Save Save the current layout.

Layout > Load Load a layout. Ctrl + Shift

+L

Object Properties Show other properties of the active object.

Table 9: Additional context menu items

Context Meaning
menu

Definition This shows advanced technical information about configuring a menu item.
This menu item is only available in navigation view. You must also enable
the Show additional navigation information program setting.

Properties Shows other properties of the object.

Related topics
l Simple layout mode in the Manager on page 20
l Displaying the column names on page 33
l Detailed information about the user interface on page 59
l Displaying extended properties for objects on page 76

Features in the navigation view

The navigation structure of the user interface is hierarchical and allows users to drill down
to the selection of an object definition. The top level of the hierarchy is used to classify the
data managed by One Identity Manager into specified categories. Categories include a

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range of different menu items. Select a category on the category tab. You can configure
additional settings in the configuration menu.

Figure 2: Navigation view in the Manager with the "Organizations" category

as an example

TIP: If menu items are linked to preprocessor-relevant configuration parameters, you

can display the preprocessor conditions behind the menu items. To do this, enable the
program setting Show additional navigation information.
Specific mouse commands are available:
l You can open or close a menu item by double-clicking on the entry name.
l Click the name of the menu item to show the found objects in the result list, as long
as a corresponding object for that object type is found. If there are no objects for a
defined menu item, an empty result list is shown.

Table 10: General key combinations for the navigation view

Shortcut Action

Ctrl + Q Activate navigation structure.

Down arrow, up arrow, page down key, page up key, Move up/down the navigation
home, end structure.

<+> or right arrow key Open menu item.

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Shortcut Action

<-> or left arrow key Close menu item.

Data Select an entry.

F5 Update the navigation view.

The navigation view has its own context menu. Menu commands are shown or hidden
depending on the selected menu item.

Table 11: Entries in the context menu of the navigation view in the Manager

Context Meaning
Menu Item

New A new object with the selected object type is added. Already entered
insert values are applied.

Open on new The object is opened in a new form in the document view.
tab

Refresh view Updates the navigation view.

Search The system searches for objects in the navigation.

Add to my Copies the selected menu item to the My One Identity Manager
One Identity category. This helps you navigate quickly to frequently used menu items.
Manager The data is saved in the user configuration.

Add to Adds the selected object to your favorites.

favorites

Remove from Removes the selected object from your favorites.

favorites

Show The process view shows the process data for the selected object. For more
process information about the evaluation of process information, see the One
information Identity Manager Operational Guide.

Tasks The available tasks for the object are displayed and you can run the
desired task.

Definition Shows detailed information about configuring the menu item. This menu
item is only available in expert mode.

Show Shows the deferred operations for the objects in this category. For more
deferred information about planning activation times, see the One Identity
operations Manager Operational Guide.

The navigation view features a configuration bar with its own configuration menu.

To open the configuration menu of the navigation view

l Use the >> button.

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Table 12: Entries in the navigation view configuration menu

Entry in config- Meaning

uration menu

Show more categor- More categories are shown in the list. The category icon is
ies removed from the configuration bar.

Show fewer categor- More categories in the list are hidden. These are represented by
ies icons in the configuration bar.

Settings Opens the program settings.

Add or remove Categories can be removed from or added to the list.

categories

Related topics
l My One Identity Manager on page 24
l Manager program settings on page 55
l Detailed information about the user interface on page 59

My One Identity Manager

The category My One Identity Manager shows the user-specific entries in the Manager.
All the available infosystems and specific reports for the current user are shown here. In
this category you can create and apply user-specific filters.

To copy a menu item to the My Manager category in One Identity Manager

l Click Add to My .One Identity Manager
This helps you navigate quickly to frequently used menu items. The data is saved in
the user configuration.

To delete a menu item from the My Manager category in One Identity Manager
l Click Remove from My .One Identity Manager

Table 13: Additional entries in the context menu for the my One Identity
Manager category

Context Menu Meaning

Item

Remove from My Removes the selected menu item from this category.
One Identity
Manager

New filter Search criteria for database queries are saved as filters.

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Context Menu Meaning
Item

Edit filter The selected filter can be edited.

Remove filter Deletes the selected filter.

Attaching The selected filter is attached to a category. When you select a

category, all objects that correspond to the filter are shown on a
separate form page.

Export filter Exports the selected filter as an XML file.

Import filter Imports filters that exist as XML files.

Related topics
l Advanced database search on page 71
l Attaching filters in the Manager on page 68
l Exporting and importing filters in the Manager on page 67

Functions in the result list

The result list shows all the objects that correspond to the object definition and the
conditions of the selected menu entry. Select an entry from the list. The object is loaded
and the first available form appears in the document view. If there are no objects for
the selected menu entry, the document view continues to show the most recently
selected form.
A list title is shown in the title bar of the result list. This depends on which menu item in the
navigation structure was used to select the object. This list title also contains the number of
elements in a list.

Figure 3: Example for result list in the Manager

In the result list, an object is marked with the symbol that was set when the interface was
configured. If an object is deleted by the One Identity Manager Service, the object is

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initially marked for deletion. It is permanently deleted only after a set time period. Objects
that are selected for deletion are marked with the icon .
NOTE: Objects marked for deletion are struck through on the overview form.
By default, an object is loaded by means of a double-click and the first available form is
displayed in the document view.

To load objects with a single click

1. Select the Database > Settings menu item.

2. On the User tab, activate the Use single clicks option.

Select single objects one after the other to update the opened form in the document view.
Only one form is open at a time.

To display multiple forms in the document view:

l Use Alt + Click or click Open on new tab from the context menu to open
the objects.
This means that you can quickly switch between objects without having to reload the
object from the list again. The forms stay open when you switch between categories.

To edit multiple objects at the same time:

1. Use Shift + selection or Ctrl + selection to select the objects in the result list.
2. Open the main data form using Input, the corresponding icon in the result list or the
Tasks > Change main data context menu item.

New objects are displayed below the Added entry in the result list. The objects used are
displayed below the Recently used entry in the result list.

To display recently used objects in the Manager

1. Select the Database > Settings menu item.

2. On the User tab, activate the Show recently used objects option and enter the
Object type count.

Table 14: Common key combinations for the result list in the Manager

Shortcut Action

Ctrl + R Enable result list.

Down arrow, up arrow, page down key, Move up/down the list.
page up key, home, end

Enter, Alt + Enter Open an item.

Shift + selection + Enter , Ctrl + Select multiple entries and open the main data
selection + Enter form to edit multiple entries.

F5 Update the result list.

The result list has its own toolbar and context menu.

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Table 15: Toolbar features in the Manager

Icon Function

Edit. Opens the main data form.

New. Creates a new object.

Delete. Deletes the object.

Undo delete. Redo delete.

Reload the data. Reloads the objects.

Search. Search in result list.

Filter. Filter result list.

Export result list.

Table 16: Entries in the result list context menu in the Manager

Context Meaning
Menu Item

New A new object with the selected object type is added. Already entered
insert values are applied.

Delete The selected object is deleted once the security prompt is confirmed.

Undo delete After confirming the security prompt, the object is undeleted. This option
is only available if the object was marked for deletion.

Open on new The object is opened in a new form in the document view.
tab

Search The system searches for objects in the navigation.

Add to Adds the selected object to your favorites.

favorites

Remove from Removes the selected object from your favorites.

favorites

Show The process view shows the process data for the selected object. For more
process information about the evaluation of process information, see the One
information Identity Manager Operational Guide.

Tasks The available tasks for the object are displayed and you can run the
desired task.

Properties Show other properties of the active object. This menu item is only
available in expert mode.

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Related topics
l Expert mode in the Manager on page 20
l Limiting list sizes using simple filters on page 61
l Displaying extended properties for objects on page 76
l Multiple object edit in the Manager on page 78

Features in the task view

When you select an object, the task view shows the tasks and title of available reports. To
run a task or open a report, select an item in the task view. Use the tooltip to show a more
detailed description of a task or a report.

Figure 4: Task view in the Manager

TIP: If tasks are linked to preprocessor-relevant configuration parameters, the

preprocessor conditions are shown behind the tasks. To do this, enable the program
setting Show additional navigation information.

Related topics
l Detailed information about the user interface on page 59

Features in the favorites list

Links to frequently visited objects are stored in the favorites list in the Manager.

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Figure 5: Favorites list in the Manager

To copy an entry to the favorites in the Manager

l In the Manager, select the entry and select the Add to favorites context menu.

To delete an entry from the favorites in the Manager

l In the Manager, select the entry and select the Remove from favorites
context menu.

The favorites list has its own toolbar and context menu.

Table 17: Meaning of entries in the special toolbar in the Manager

Icon Meaning

Sort your favorites alphabetically.

Sort your favorites by object type.

Delete all favorites.

Delete selected favorites.

Table 18: Entries in the context menu of the favorites list in the Manager

Context Meaning
Menu Item

Open on new The object is opened in a new form in the document view.
tab

Search The system looks for objects in the favorites list.

Remove The selected favorites are removed from the favorites list.
selected
favorites

Tasks A submenu shows all the tasks that are available for the selected object.
Select one of the tasks to open the relevant form.

Properties Show other properties of the active object. This menu item is only
available in expert mode.

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Related topics
l Displaying extended properties for objects on page 76

Features of the document view

When you select an object in the result list, the first available form is displayed in document
view. As a minimum, the following forms are displayed for each editable object:
l Overview form
This form is used only to display selected data for an object.
l Main data form
Use this form to change the object data.

Every form has a form tab bar that displays the selected object according to a set display
template. For objects that were marked as pending during a synchronization, the display
template is provided with the [Outstanding] ID.
Every form has a context menu with form-specific entries. In expert mode, you can use the
Properties entry in the form context menu to view additional object properties and the
permissions.

Figure 6: Form in the Manager

To open the forms for an object:

l When you select an object on the result list, the first form always opens (usually the
overview form).
l From the result list, select single objects one after the other to update the opened
form in the document view. Only one form is open at a time.
l To open other forms, select the task from the task view or from the form's
context menu.

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To display multiple forms in the document view:
l Use Alt + Click or the Open on new tab context menu to open the objects.
This means that you can quickly switch between objects without having to reload the
object from the list again. The forms stay open when you switch between categories.

To close the forms:

l From the menu, select the View > Close active document or the View > Close
all documents menu item.

By default, an object‘s overview form is displayed first. You can, however, configure the
program to show the edit form for the object first, which allows faster editing.

To enable quick edit mode:

l In the Manager, use the icon in the result list.
It is only possible to quick edit the selected object.
l Select the View > Enable quick edit mode menu item.
Restart the program to enable quick edit mode.
l From the Database > Settings menu item, select the Enable quick edit mode
program setting.
Quick edit mode remains enabled even if you restart the program.

The status bar in the Manager also shows the following information when you open a form:
l The definition of the current object
l The name of the activated form in the following format: <logical form>
[(<physical form>)]

TIP: Double-click the name in the status bar to copy the object definition and the form
name to the clipboard.
The forms use different controls and functions.

Related topics
l Detailed information about the user interface on page 59
l Displaying extended properties for objects on page 76

Overview form
Form elements are used to present the information on the overview forms.

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Figure 7: Example of elements in an overview form

The display text of the menu item, the display text for the objects to be shown and the
menu item icon are displayed in the header of a form element. Other data represents the
object properties and values. There is a tooltip for each property showing a description for
use. Some form element entries are highlighted in color when you click on them with the
mouse. Then you can click on the entry to switch to the referenced object.
If the form element is used for mapping lists, the items are displayed with their names. The
number of items is shown in the form element header. There is also an icon in the form
element header for showing and hiding the items. A tooltip is also shown for the list items.

Table 19: Form element icon

Icon Meaning

Show list items.

Hide list items.

NOTE: Objects marked for deletion and outstanding objects are struck through on the
overview form.

Input field
Input fields are used to edit strings, numbers, and dates. A default context menu is
available for input fields. Mandatory input fields are marked with a triangle . Whether an
input field is required or not depends on the minimum column length defined in the model
tables. Other required fields are defined in the customizers.

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Figure 8: Input field with required field

TIP: You can use the Ctrl + Alt + Enter key combination to enlarge the input fields for
entering multiline texts.

Labeling changed data

Changes to data are labeled with extra icons in front of the modified value. As long as the
changes have not been saved, you can undo the changes by clicking on the icon.

Figure 9: Labeling changed data

Table 20: Labeling the input fields when data changes

Icon Meaning

Changed value. The value is not yet saved. Click the icon to discard the
change.

The value will be changed at a specified time. You can change the value only at
the specified time.

The value will be changed at a specified time.

For more information about planning activation times, see the One Identity Manager
Operational Guide.

Displaying the column names

The column name is shown for every input field. If the full column name is too long to
display, it is shortened with [...]. Use a tooltip to display the full name.
In the Manager, you can display the technical names of the columns in expert mode. in the
format column@table.

To display the technical names in expert mode in the Manager

l In the Manager, select the View > Show field definition menu item.

Related topics
l Expert mode in the Manager on page 20

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Translating entries
For more information about localization in One Identity Manager, see in the One Identity
Manager Configuration Guide.
If a column is marked as multilingual, an extra button is displayed next to the input field.
NOTE:
l The value is always entered in the input field in the specified default language. The
value is then translated into the required languages.
l The translations are only used to display a value, for example, in the overview
form or in lists. The input fields to be edited still show the value entered in the
default language.
l You can edit translations in different places. When you change a translation, all
those places are shown. Before changing a translation, check in the Designer about
how it is used.
l Users can only edit object and column translations for which they have
permissions.
l To edit all translations, users require the Allow translation of text data
regardless of the edit permissions for the base object program function
(Common_Translation).

To translate an entry:

1. Click beside the input field to open the dialog window for entering the translations.
2. Use next to the translation field to delete a translation.
NOTE: You can use the button beside the translation input to delete a
translation.
3. Click Save.

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Figure 10: Translating entries

Entering a list of permitted values

If you have the option to set a list of permitted values for a column, the input field
looks like this:
l If there is no defined list, enter the value in the simple input field that appears.
l If there is a defined list, select the value from the selection list that appears.

Figure 11: Selecting from a list of permitted values

The control on the default forms in the Manager is only available for the predefined columns
and for the user-defined columns (generally Spare field no. 01–Spare field no. 10).

Entering multiple values

If a column is suitable for entering multiple values, you will see extra icons next to the
input field.

Figure 12: Entering multiple values

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Table 21: Icons for entering multiple properties

Icon Meaning

Insert data. A separate input form opens.

Delete data.

Setting values
Use the slider to set a value within a defined range. The value appears next to the slider
and can be displayed in full with the tooltip. The color indicates how critical the value is
assessed to be.

Figure 13: Slider

Entering scripts
This input field is used in the editors when the input data needs to have a specified
syntax (for example SQL, XML, or VB.Net). It has an advanced edit mode that provides
additional actions.

To switch to advanced mode

l Press Ctrl + Alt + Enter or click the button at the bottom right.

Figure 14: Directly entering a database query

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Table 22: Meaning of icon in advanced edit mode

Icon Meaning

Quits advanced edit mode.

Undoes last change.

Redoes last change.

Cuts selected code.

Copies selected code into clipboard.

Inserts code from clipboard.

Deletes selected code.

Decreases insert.

Increases insert.

Automatic text formatting.

Formats text selection automatically.

Shows/hides line numbers.

Inserts comments.

Removes comments.

Inserts or removes line numbers.

Inserts or removes automatic line breaks.

Shows or hides spaces and tabs.

Searches within code.

Inserts code snippet.

Shows list of objects properties.

Shows auto completion list.

Shows list with parameter information.

Shows additional information.

Table 23: Shortcut for editing scripts

Shortcut Description

Ctrl + C Copy to clipboard.

Ctl + Ins Copy to clipboard.

Ctrl + X Cut and copy to clipboard.

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Shortcut Description

Shift + Del Cut and copy to clipboard.

Ctrl + L Cut row and copy to clipboard.

Ctrl + V Paste from clipboard.

Shift + Ins Paste from clipboard.

Ctrl + Y Redo action.

Ctrl + Shift + Z Redo action.

Ctrl + Z Undo action.

Backspace Remove character behind cursor.

Shift + Backspace Remove character behind cursor.

Ctrl + Backspace Remove word behind cursor.

Del Delete character in front of cursor.

Ctrl + Shift + L Delete row.

Ctrl + Del Delete to end of next word.

Data Insert line break.

Shift + Return. Insert soft line break.

Ctrl + Return Insert row above.

Ctrl + Shift + Return Insert row below.

Ctrl + Space Auto-complete.

Ctrl + Space + Space Show list with parameter information.

Tab Insert indent/tab.

Shift + Tab Remove indent/tab.

Ctrl + U Change marked characters to lowercase.

Ctrl + Shift + U Change marked characters to uppercase.

Ins Toggle insert mode.

Ctrl + T Swap characters in front and behind cursor.

Ctrl + Shift + T Swap words in front and behind cursor.

Shift + Alt + T Swap row with previous row.

Alt + PgUp Move row up.

Alt + PgDn Move row down.

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Shortcut Description

PgUp Move up

PgDn Move down.

Left arrow Move left.

Right arrow Move right.

Ctrl + Left arrow Move to previous word.

Ctrl + Right arrow Move to next word.

Home Move to start of line.

End Move to end of line.

Ctrl + Home Move to start of script.

Ctrl + End Move to end of script.

PgDn Move up a page.

PgUp Move down a page.

Ctrl + PgUp Move to visible start.

Ctrl + PgDn Move to visible end.

Ctrl + ] Move to next bracket. (not possible on German keyboard)

Ctrl + Down arrow Scroll down.

Ctrl + Up arrow Scroll up

Ctrl + F Open search dialog.

F3 Search next.

Ctrl + F3 Search forward.

Shift + F3 Search backward.

Ctrl + Shift + F3 Find previous.

Ctrl + H Replace.

Ctrl + I Search forward incrementally.

Ctrl + Shift + I Search backward incrementally.

Ctrl + Shift + Num- Reduce code block selection.

Ctrl + Shift + Num+ Extend code block selection.

Esc Remove selection.

Shift + Down arrow Extend selection down.

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Shortcut Description

Shift + Up arrow Extend selection up.

Shift + Left arrow Extend selection left.

Shift + Right arrow Extend selection right.

Ctrl + Shift + Left arrow Extend selection to previous word.

Ctrl + Shift + Right arrow Extend selection to next word.

Shift + Home Extend selection to start of line.

Shift + End Extend selection to end of line.

Shift + Alt + Home Extend selection to start of script.

Ctrl + Shift + End Extend selection to end of script.

Shift + PgUp Extend selection by one page up.

Shift + PgDn Extend selection by one page down.

Ctrl + Shift + PgUp Extend selection to visible start.

Ctrl + Shift + PgDn Extend selection to visible end.

Ctrl + A Select all.

Ctrl + Shift + W Select word.

Ctrl + Shift + ] Select up to the next bracket. (not possible on German

keyboard)

Shift + Alt + Down arrow Extend selected block down.

Shift + Alt + Up arrow Extend selected block up.

Shift + Alt + Left arrow Extend selected block left.

Shift + Alt + Right arrow Extend selected block right.

Ctrl + Shift + Alt + Left Extend selected block by one word to the left.
arrow

Ctrl + Shift + Alt + Right Extend selected block by one word to the right.
arrow

Ctrl + mouse wheel Adjust text size.

There is additional help provided for creating script code.

Syntax highlighting

The input fields support syntax highlighting depending on the syntax type.

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Auto-completion

You can use auto-completion when you write script code. The amount of scripted code to
enter is reduced by displaying the names of properties or functions that can be used. To use
auto-completion, use the shortcut Ctrl + SPACE in the relevant positions within the input
fields. The contents of the list is determined by the key words in the code.

Entering code snippets

One Identity Manager provides code snippets for you to use as templates. You can insert
code snippets using the following options:

1. Using the icon

a. Select the icon.
b. Select the code snippet.
2. Using a shortcut
a. Press F2.
b. Select the code snippet.
3. Using an aliases
a. Enter an alias.
b. Use Tab to insert the code snippet.
NOTE: Be aware of case sensitivity when you enter the alias.

NOTE: If you select a code snippet directly using a shortcut or the icon, a short descrip-
tion and the shortcut name are displayed in a tooltip.

Inputting values using dollar ($) notation

In input fields where a VB.NET term is expected, a help list opens when you enter $. All
properties of the current object are displayed. You can also see a tooltip with a detailed
description of the property. When you select a foreign key (FK) column, you can navigate to
the columns in the relevant table using the arrow keys. To end the selection in the target
column, press Enter or double-click. The complete $ notation for your selection should now
be shown in the input column. To close the help list without copying any data, press Esc or
leave the input field.

Figure 15: Help list for dollar notation

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Table 24: Meaning of icons used in the help list for dollar notation.

Icon Meaning

Property of current object.

Primary key (PK).

Foreign key (FK).

Dynamic foreign key

Table

Special properties

Script

Table 25: Help list functions for dollar notation

Shortcut Action

Arrow down key Opens the help list.

Arrow up key, arrow down Navigate to previous or next entry.

key

Arrow left key, arrow right Navigate to the object above or below over the foreign
key key.

Data Accepts the value in dollar notation.

Entering database queries

It is sometimes necessary to enter database queries. You can enter the database queries as
a SQL query directly or compile the database queries with a wizard. Use the , or
buttons to switch to the appropriate view.

Table 26: Meaning of the icons

Icon Meaning

Enter a database query as a SQL query.

WHERE clause wizard.

Filter designer.

Detailed information about this topic

l Wizard for entering database queries on page 43
l Filter designer on page 44

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Wizard for entering database queries
The wizard helps you to formulate a condition (where clause) for database queries. The
complete database query is composed internally. It always refers to the database table,
which is preset when the Where clause wizard starts.

Figure 16: WHERE clause wizard.

There are predefined operators to make it easier to create conditions. The operators are
underlined. Operators with a help entry for the permitted value (such as column selection,
data input or free text) are shown in parentheses (<<Operator>>).

To create a database query using the WHERE clause wizard

1. Start the WHERE clause wizard with the button.

2. Create the database query.
l When you hover over an operator, the cursor changes to a hand symbol.
l If an operator has only two permitted values you can click to switch between
the values.
l Click an operator with more than two permissible values to open a menu listing
the permissible operator values.
Click to select the required entry and then use the button to confirm the
selection.
- OR -
Double-click an entry to select the value.
l A selection window opens in which you can select all database columns of the
base object and its related objects. Use SQL name to switch between the
display name and the technical name of tables and columns.

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 l For complex database queries, you have the option of linking several conditions
together. After each condition there is a row showing the logical operator for
the connection, followed by another row for the next condition. Use the button
in front of a condition to delete it from the query.
l Use the Expert view button to switch to direct entry of the query in SQL
syntax. Use the Wizard view button to switch back to the simple input mode.
3. Click Continue.
The preview shows all the entries that meet the defined condition.
4. Click Continue.
The database query condition is shown in SQL syntax.
5. Click Finished.

Filter designer
The filter designer helps you formulate a condition for database queries. The complete
database query is composed internally. The database query always references the
Person table.

Figure 17: Filter designer

To create a database query using the filter designer

1. Start the wizard by pressing .

2. Using the all operator, specify whether at least one or all of the conditions defined
below must be fulfilled.
l When you hover over the operator, the cursor changes to a hand symbol.
l By clicking the operator, switch between the all and at least one values.
3. Create the conditions.
a. In the first menu, specify the condition type.
Depending on the condition type, other menus are displayed.

Table 27: Permitted condition types

Condition Type Meaning

Property Employee object properties. The drop-down menu with

permitted properties is already restricted to the most

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 Condition Type Meaning

important employee properties.

For the account Employee’s user account. Valid user account properties
with the target depend on which target system is selected.
system type
You can only select columns that are shown in the Unified
Namespace and for which the Display in the filter
designer option is enabled.

For entitlements Employee target system group. Valid group properties

with the target depend on which target system is selected.
system type
You can only select columns that are shown in the Unified
Namespace and for which the Display in the filter
designer option is enabled.

SQL Query Free choice of SQL query (WHERE clause). To use the
WHERE clause wizard, click .

b. From the additional menus, select the object attributes for the condition.
All other controls are operators and properties that you require to formulate
the condition. You can only select one entry from the drop-down menu. You
can select more entries from extended drop-down menus, where the properties
are displayed hierarchically and then added to the condition using an "or"
operator. You may enter text directly into input fields. Pop-up menus and input
fields are shown and hidden dynamically.
c. To insert another condition, click . All partial conditions are linked by
an AND link.
d. To delete a condition, click .
e. To the preview window, click . All objects determined by the condition
are displayed.

Entering custom filter conditions

At certain points you can define custom filter conditions. The filter conditions are
formulated like a condition (WHERE clause) for a database query.
You can enter database queries directly or put them together with a wizard. Use the and
buttons to switch to the relevant view.
l The comparison operators =, <>, <, >, <=, >=, and like are supported for defining
conditions.
l To link condition you can use the logical operators AND, OR, and NOT.
l You can use variables in your condition definitions. Variable must be masked.
Syntax: '$<variable>$'

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 NOTE: If the condition contains a dollar sign, which is not labeling a variable, it
must be masked with $.
Example: '300 $$' compared to the value '300 $'
TIP: If you enter a condition directly, you can access predefined variables with
the button.

Each condition is displayed in a special control in the wizard. The controls contain
connection points to logically join single conditions or delete single conditions. The
connection points are set if you mouse over the edge of the respective control.

Figure 18: Wizard for entering filters

To create a filter with a wizard

1. Click Create condition.

This inserts a control for the first condition.
2. Enter the condition.
a. Click the left-hand part of the condition and select the property to filter by.
The properties for filtering are listed in the menu. You can also define other
properties and use variables.
b. Specify the comparison operator. Click the comparison operator to change it.
The comparison operators =, <>, <, >, <=, >=, and like are supported for
defining conditions.
c. Specify the comparison value on the right-hand side of the condition.
You can enter a string for a comparison value or select a property from the list.
You can also use variables.

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 NOTE: To switch back to the input field again, select Input field from
the menu.
3. To link condition you can use the logical operators AND, OR, and NOT.
a. Mouse over the edge of the control to which you wish to create a link.
The connection points appear.
b. Mouse over a connection point and select the connection.
This adds a new control for the next condition.
NOTE: To remove a control, select the Delete connection point.

Selecting from lists

Use the menu to select an element.
NOTE: You can add to some menus, in which case an entry selection appears in the list.
The extended menu links to elements from a different database table. To better display
your hierarchical structures, from this menu you can select from hierarchy trees as well as
flat structures.

Figure 19: Extended menus

To select a value form an extended menu

1. Open the menu by clicking the arrow.

2. Enable or disable an entry using a single click and close the menu.
- OR -
Enable or disable an entry by double-clicking.
The menu closes automatically.

TIP: As you enter text in the input field, the system filters the selection data for you.
When you open the menu you can see the entries that contain the text you entered. If the
entered text is unique, you can also select the relevant entry using the tab.

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To search in the menu

1. Click the magnifying glass in the menu title bar to open the search dialog.
2. Enter your search term.
3. Set the option Case sensitive if required.
4. Start the search with the Search or Enter button.
5. Use F3 to continue searching.
6. End the search with Esc.

Selecting a dynamic entry

Some foreign key relationships are identified dynamically in One Identity Manager. There
are two steps to selecting a dynamic foreign key.

1. Specify the table in which the object should be identified.

2. Select the actual object.

Figure 20: Selecting dynamic entries

To specify a dynamic entry:

1. Click next to the field.

2. Under Table, select in the table in which to identify the object.
3. Select the actual object from the next list.
4. Click OK.

Setting a date
As well as manually entering a date, you can copy a date into the input field from the
control. Open the control using the [...] button beside a date input field.

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Figure 21: Control for setting a date

The title bar of the control repeats the name of the corresponding input field.

To select a date:

1. Today's date is identified by a colored border. Click Today to select today's date.
- OR -
Select the date using the calendar.
a. Select the month and year using the arrow beside the Month year control or
click the Month year control.
b. Select the day by clicking in the calendar.
2. Click OK.

Editing login hours

This control is used, for example, to configure the daily login hours for a user account.

Figure 22: Login time control

The calendar shows a 7-day week, each box represents one hour. The configured login
times are shown in color, respectively. If a box is filled, login is allowed. If the box is empty,
login is denied.

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To specify login times
l Select a time period with the mouse or keyboard.
l Select Assign to enable login in the selected period.
l Select Remove to deny login in the selected period.
l Select Reverse to invert the selected period.
l Use the arrow keys to reset or repeat a selection.

Layout of object relations

This control element shows the relations between the One Identity Manager database
objects (Parent/ChildRelation).
l Only the assigned elements are displayed in the Remove assignments pane.
You can remove assigned elements here.
l In the Add assignments pane, you can see all the elements.
Make new assignments or remove existing ones here. If allowed, you can use a filter
to further restrict the selection of elements you want to show.

To activate or deactivate an assignment

l Use the control's context menu.
- OR -
l Double-click an entry.

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Figure 23: Displaying assignments in the control element

Table 28: Meaning of icons in the control element

Icon Meaning

Object is assigned to the selected base object.

Object is not assigned to an object.

Object is assigned to another object.

NOTE: In the list, assigned elements come before unassigned elements.

Table 29: Control element context menu items

Entry Meaning

Assign Assign object to the selected base object.

Remove Remove assignment of object to base object.

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Entry Meaning

Assign child objects In a hierarchical structure, assign the selected object and its
child objects to the base object.

Remove child objects In a hierarchical structure, remove the assignments of the

selected object and its child object to the base object.

Assign all objects Assign all existing objects to the base object.

Remove all assignments Remove all assignments to the base object.

Search Opens the search dialog.

Go to object Go to the selected object.

Go to assigned object Go to this object's assigned base object.

Show objects already Objects that are assigned to other objects are shown in the
assigned to other objects. Add assignments pane.

Hide objects already Objects that are assigned to other objects are hidden in the
assigned to other objects. Add assignments pane.

Displaying assignments
The membership tree shows the direct and indirect assignments to a base object. It also
shows the source of the indirectly assigned objects. This means that the object was
assigned to a base object through a dynamic role, for example, or through inheritance.
l Only the assigned elements are displayed in the Remove assignments pane. You
can remove the assignments here.
l Under Add assignments you can see all the elements.
Make new assignments or remove existing ones here. If allowed, you can use a filter
to further restrict the selection of elements you want to show.

NOTE: Objects marked for deletion and outstanding objects are struck through on the
overview form.

To activate or deactivate an assignment

l Use the control's context menu.
- OR -
l Double-click an entry.

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Figure 24: Displaying assignments

Table 30: Meaning of icons in the membership tree

Icon Meaning

Object is assigned directly to the selected base object.

Object is assigned indirectly to the selected base object.

Object is assigned directly and indirectly to the selected base object.

Object is not assigned to a base object.

Inheritance interruption. Only when objects are assigned in hierarchical struc-

tures.

Indirect assignment.

Assignment through dynamic roles.

Assignment not yet effective. The DBQueue Processor has not yet calculated the
assignment.

The change in value is planned for a specific date and time.

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NOTE: The list displays assigned elements before unassigned elements.

Table 31: Entries in the membership tree context menu

Entry Meaning

Assign Directly assign the selected object to the base object.

Remove Remove the assignment of the selected object to the base object.

Assign child In a hierarchical structure, assign the selected object and its child objects
objects to the base object.

Remove child In a hierarchical structure, remove the assignments of the selected

objects object and its child object to the base object.

Assign all Directly assign all existing objects to the base object.
objects

Remove all Remove all direct assignments to the base object.

assignments

Search Opens the search dialog.

Go to object Go to the selected object.

Extended Switches to the detailed form for the selected object, where you can
properties make additional assignments. A prerequisite for this is that the selected
object is assigned and this assignment has been saved.

NOTE: Use the Search function to search the entire assignment tree for the occurrence
of specific texts. The search sequence does not follow the displayed hierarchical
structure of the tree, but instead the internal structures of the control element. As such,
the search seems to jump through the tree at random. All records are searched to find
the requested object.

General control key combinations

Table 32: General control key combinations

Shortcut Action

Tab, shift + tab, left arrow key, right arrow key, down Move within the controls.
arrow, up arrow

Down arrow, up arrow, page down key, page up key, Move in lists and in hierarchical
home, end structures.

<+> or right arrow key Open hierarchy level.

<-> or left arrow key Close hierarchy level.

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Shortcut Action

Space or Enter Select an entry.

Shift + Return. Select multiple entries.

F4 or Alt + down arrow Open selection list.

Del Remove entry from the list.

Manager program settings

General configuration settings are specified in the Manager.exe.config configuration file.
Valid global configuration settings can also be defined through the global configuration file
Global.cfg in One Identity Manager's own format. The configuration files are stored in the
program directory. For more information, see the One Identity Manager Process Monitoring
and Troubleshooting Guide.

To change the program settings in the Manager

l In the Manager, select the Database > Settings menu item.

Detailed information about this topic

l User settings in the Manager on page 55
l Special settings for individual program components in the Manager on page 57
l General program settings in the Manager on page 58
l Plugins available in the Manager on page 58

User settings in the Manager

On the User tab, configure your user-specific program settings. These settings are stored
in the One Identity Manager database user configuration.

General
l Show balloon tips: Specifies whether speech bubbles, which provide information
about program functionality, are shown in the program.
l Show large images in navigation panes: Specifies whether smaller or larger
icons are displayed on the categories.
l Show additional icons: Specifies whether icons are shown in the task list in
addition to the descriptions.

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 l Use single clicks: Specifies whether objects are loaded with a single click or by
double-clicking.
l Use technical display values: Specifies whether display names or technical names
are used when collating data exports.

Behavior
l Enable quick edit mode: Specifies whether quick editing is enabled.
By default, an object‘s overview form is displayed first. You can, however, configure
the program to show the edit form for the object first, which allows faster editing. In
order to do this quick edit mode has to be enabled. Quick edit mode is indicated by an
additional icon in the program’s status bar.
l Enable expert mode: Specifies whether expert mode is used. Setting this option
switches the program from standard view mode to advanced mode.
l Enable list limit: Specifies whether the number of elements shown in the result list
and list items in controls should be limited.
If this option is enabled, the number of elements must be entered. To do this,
you can choose between the global system settings or the local, personal setting
for the user.
l Use system settings: Specifies whether the system settings should be used for the
list limit.
If this option is activated, then the global system settings from the Common |
DBConnection | ListLimit parameter is used. If the number of results is greater
than the defined number, a filter dialog opens.
l Objects: Personal setting for the object list limit. If the number of results is greater
than the defined number, a filter dialog opens.

Usage
l Form history length: Number of forms available to browse through in the form
history. You find the form history in the menus attached to the <Back> and
<Forward> buttons in the main toolbar.
l Show recently used objects: Specify whether or not the most recently used
objects are displayed. If this option is set, the objects used last are shown in a
separate node in the result list.
l Object type count: This number specifies how many objects per object type are
shown per menu entry when the option Show recently used objects is enabled.

After starting
l Visible root nodes: The number of categories to be displayed initially in the
navigation view. Changes become effective after a restart.

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Related topics
l Manager program settings on page 55
l Layout mode in the Manager on page 20
l Limiting list entries using the list limit on page 60

Special settings for individual program

components in the Manager
On the Features tab, you can create special program settings for individual program
components. The settings are stored in the One Identity Manager database user account
configuration.

Simple search
l Default search operator: Search operator to be used by default for simple
searches. Permitted values are starts with, contains or equals.

Process information

The settings in the Process information area relate to the process view and are visible
only when this functionality has been activated. For more information about the evaluation
of process information, see the One Identity Manager Operational Guide.
l Display complexity: Set the display range. Permitted values are:
l Activities: Activity information (top hierarchy level) is shown.
l Details: Information about activities and their details is shown.
l Single steps: Information about activities, details, and individual steps at the
selected depth is shown.
l Single step details: Set the depth of detailed information shown for individual
steps. Permitted values are:
l Basic information: Individual steps with a detail depth of basic
information are shown.
l Extended information: Single steps with a detail depth of basic
information and extended information are shown.
l Complete information: Single steps with a detail depth of Basic
information, Supplementary information, and Complete information
are shown (technical view).
l Show whole tree: If this option is activated, the entire hierarchy tree automatically
opens when the process view is loading. If this option is deactivated, the hierarchy
tree is not opened when the process view is loaded.

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 l Show selected process automatically: If this option is activated, the entire
hierarchy tree automatically opened when a process is selected. If this option is
deactivated, the hierarchy tree is not opened when a process is selected.

Related topics
l Manager program settings on page 55

General program settings in the Manager

On the Program tab, enter the common program settings. These settings are saved in the
registry database on the workstation.

Language settings
l Language: Language used for formatting data, such as date formats, time formats,
and number formats.
l Other user interface language:Language for the user interface. The initial
program login uses the system language for the user interface. Changes to the
language settings take effect after the program has been restarted.The language is
set globally for all One Identity Manager programs, which means the language
setting does not have to be configured for each program individually.

Miscellaneous
l Clear local cache: Click the button to empty the local cache directory
%LocalAppData%\One Identity\One Identity Manager\Cache.
l Show additional navigation information: If this option is activated, additional
information is shown for individual interface components.
NOTE: The option is not saved permanently. It has to be reset each time the
program is started.

Related topics
l Manager program settings on page 55
l Detailed information about the user interface on page 59

Plugins available in the Manager

The Plugins tab shows the available program plugins with a short description of
their features.

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To enable or disable a plugin in the Manager
l Double-click the plugin name.

NOTE: You can choose more plugins in the Manager menu by clicking Plugins.

Related topics
l Manager program settings on page 55

Reloading changes to the user interface

In the status bar, the icon indicates that the user interface was modified.

To reload modifications to the system data

1. In the status bar, double-click the icon .

2. Enable the Restore user interface option. After loading the modifications, the
system then navigates back to the point in the interface that you were
previously using.
3. Click Yes.

Detailed information about the user

interface
You will usually need to display more information about individual interface elements, such
as menu entries or forms, only if the program's user interface is edited.

To display detailed information

1. Select the Database > Settings menu item.

2. On the Program tab, enable the Show additional navigation information
option.
NOTE: The option is not saved permanently. It has to be reset when the
program is started.

The following information appears:

l Manager shows the form name in the status bar. It displays in the following format:
<logical form> [(<physical form>)]
TIP: Double-click the form name to copy the name to the clipboard.

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 l In the Manager, the Show system data entry is displayed in the menu bar in the
View menu. This opens a form that lists detailed information about the loaded menu
items, forms, and form definitions.
l In the Manager, in expert mode, the Definition context menu entry is displayed in
addition in the navigation view. This shows advanced technical information about
configuring a menu item.
l If menu entries or tasks are linked to preprocessor-relevant configuration
parameters, the preprocessor conditions are shown behind the menu items and
tasks.

Related topics
l Expert mode in the Manager on page 20
l Manager program settings on page 55

Limiting list entries using the list limit

Table 33: Configuration parameter for limiting results

Configuration Effect
parameter

Common | DBCon- This configuration parameter specifies the number of list entries
nection | ListLimit above which the filter request becomes effective

Common | DBCon- This configuration parameter specifies the number of list entries
nection | above which the filter request in the web front becomes effective.
WebListLimit

You can use a list limit to limit the number of elements displayed in a result list and in the
control elements with list values (for example, menus). If the number of results exceeds
the limit, a filter dialog opens.
In the Designer, you can globally define the maximum number of entries displayed before
the filter dialog is opened in the Common | DBConnection | ListLimit configuration
parameter. In addition, the current user can use the system setting or enter their own limit.
The personal limit overwrites the global value in the configuration parameter.

To use the system settings

1. Select the Database > Settings menu item.

2. On the User tab in the Behavior pane, enable the Enable list limit and Use
system settings options.
This setting applies the global value defined in the Common | DBConnection |
ListLimit configuration parameter.

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To use a personal limit

1. Select the Database > Settings menu item.

2. On the User tab in the Behavior pane, enable the Enable list limit.
3. On the User tab in the Behavior pane, disable the Use system settings option and
enter the number of objects in Objects.

Related topics
l Limiting list sizes using simple filters on page 61
l User-defined filters in the Manager on page 63
l Searching for list entries on page 62
l Database search in the Manager on page 69

Limiting list sizes using simple filters

You can use the filter dialog to limit the entries in a list though defined filter criteria. A filter
remains in use until you reset it. Settings in the filter dialog are saved in the user
configuration.
If you want to start certain search queries more frequently, create search queries for the
advanced database search or create user-defined filters.

To limit a result set

1. In Filter condition, enter the text to use as a basis for filtering. Use of * as wild
cards is permitted. Case sensitivity is not taken into account.
2. In Apply to, enable the properties to which the filter condition is to be applied.
3. If you only want lists to show objects that meet the filter condition and are already
assigned to the base object, enable the Only show current assignment option.
NOTE: This option is only available for lists with object assignments.
4. Click Apply.
NOTE: To display all objects, click Show all. The filter condition is not applied
in this case.

Example:

This filter condition is used to search for all parts of an employee’s full name. This is
put together in the following manner:
Full name

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 Last name, first name
Example:
MM, User
MM-ME, User
WMM, User

Filter Description Find, according to

condition example

MM or *MM* Finds all employees whose full name MM, User

contains the string MM.
MM-ME, User
WMM, User

MM* Finds all employees whose full name begins MM, User
with the MM.
MM-ME, User

*MM Finds all employees whose full name ends No entry

with the MM.

Related topics
l Limiting list entries using the list limit on page 60
l Searching for list entries on page 62
l User-defined filters in the Manager on page 63
l Database search in the Manager on page 69

Searching for list entries

Use the search dialog to search for entries within a list.

To search in a list

1. Open the search dialog from the Search context menu, by clicking the icon or with
the shortcut Ctrl + F.
2. Enter the Search term or select a previous one from the list using the arrow button.
3. Set the Case sensitive option if required.
4. Start the search with the Search or Enter button.
5. Use F3 to continue searching.
6. End the search with Esc.

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Table 34: Shortcuts for the search dialog box

Shortcut Action

Ctrl + F Open search dialog.

Data Start search.

Esc End search.

F3 Search next.

For a wider ranging search, use the database search function.

Related topics
l Database search in the Manager on page 69

User-defined filters in the Manager

You make use of user-defined filters if you wish to run specific search queries frequently.
You can create your own (private) filters or public filters.
User-defined filters allow you to run the following searches:
l Searching for a search term with placeholders within the display values of the
selected object definition
l Searching entries with a SQL condition
l Searching for a search term across all columns of an object definition that are
indexed for the full-text search

Detailed information about this topic

l Creating filter queries using wildcards in the Manager on page 64
l Creating filter queries in the Manager using SQL conditions on page 65
l Creating filter queries using full-text search in the Manager on page 66
l Applying filters in the Manager on page 67
l Publishing filters in the Manager on page 67
l Exporting and importing filters in the Manager on page 67
l Attaching filters in the Manager on page 68
l Editing filters in the Manager on page 69

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Creating filter queries using wildcards in
the Manager
A search query using placeholders searches for the search pattern in the display values of
the selected object definition.

To create a filter query using placeholders in the Manager

1. In the Manager, select the My One Identity Manager > Filters category.
2. Select the New filter context menu item.
3. In the Define a filter dialog, select the Wildcard filter method.
4. In the Filter parameter pane, enter the following information.
l Filter objects of: Select the object definition in which to perform the search.
l Search pattern: Enter the search pattern. You can use * as a wildcard in the
search pattern.
Examples:
Pattern* - searches for all entries whose display value starts with the
Pattern string
*Pattern - searches for all entries whose display value ends with the
Pattern string
*Pattern* - searches for all entries whose display value contains the
Pattern string
Pattern - searches for all entries whose display value matches the
Pattern string
5. (Optional) If required, specify the following settings in the Optional
parameter pane.
l Sort criteria: Specify the properties (columns) by which to sort the search
result. Click to show all available properties according to the object
definition. Click on a name to transfer the entry to the input field.
l Display template: Specify the format in which the results are displayed. Click
to show all available properties according to the object definition. Click on a
name to transfer the entry to the input field.
6. In the Save filter section, enter a name and description for the search filter.
7. (Optional) To make the filer available to all users
a. Click Publish.
b. Confirm the security prompt with Yes.
8. To save the filter, click Save.

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Related topics
l Creating filter queries in the Manager using SQL conditions on page 65
l Creating filter queries using full-text search in the Manager on page 66
l Publishing filters in the Manager on page 67

Creating filter queries in the Manager using

SQL conditions
A search query with an SQL condition searches all entries of the selected object definition
that match the SQL condition.

To create a filter query using a SQL condition in the Manager

1. In the Manager, select the My One Identity Manager > Filters category.
2. Select the New filter context menu item.
3. In the Define a filter dialog, select the SQL filter method.
4. In the Filter parameter pane, enter the following information.
l Filter objects of: Select the object definition in which to perform the search.
l Search pattern: Enter the condition. Enter the condition as a valid database
query WHERE clause. You can enter the database queries as an SQL query
directly or compile the database queries with a wizard. Use the Expert view or
Simple view button to switch to the appropriate view.
5. (Optional) If required, specify the following settings in the Optional
parameter section.
l Sort criteria: Specify the properties (columns) by which to sort the search
result. Click to show all available properties according to the object
definition. Click on a name to transfer the entry to the input field.
l Display template: Specify the format in which the results are displayed. Click
to show all available properties according to the object definition. Click on a
name to transfer the entry to the input field.
6. In the Save filter section, enter a name and description for the search filter.
7. (Optional) To make the filer available to all users
a. Click Publish.
b. Confirm the security prompt with Yes.
8. To save the filter, click Save.

Related topics
l Creating filter queries using wildcards in the Manager on page 64
l Creating filter queries using full-text search in the Manager on page 66

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 l Publishing filters in the Manager on page 67

Creating filter queries using full-text search

in the Manager
NOTE: To use the full-text search, you must run the program over an application server
with an installed search service. For more information about installing an application
server for full text search, see the One Identity Manager Installation Guide.
A search query using full-text search, searches for the specified search term in all columns
of the selected object definition that are indexed for full-text search. For more information
about configuring columns for the full text search, see the One Identity Manager
Configuration Guide.

To create a filter query in the Manager using the full-text search

1. In the Manager, select the My One Identity Manager > Filters category.
2. Select the New filter context menu item.
3. In the Define a filter dialog, select the Full text filter method.
4. In the Filter parameter pane, enter the following information.
l Filter objects of: Select the object definition in which to perform the search.
l Search string: Enter the search term. The use of wild cards is permitted. For
examples, refer to Rules and examples for the full-text search on page 74.
5. (Optional) If required, specify the following settings in the Optional
parameter section.
l Sort criteria: Specify the properties (columns) by which to sort the search
result. Click to show all available properties according to the object
definition. Click on a name to transfer the entry to the input field.
l Display template: Specify the format in which the results are displayed. Click
to show all available properties according to the object definition. Click on a
name to transfer the entry to the input field.
6. In the Save filter section, enter a name and description for the search filter.
7. (Optional) To make the filer available to all users
a. Click Publish.
b. Confirm the security prompt with Yes.
8. To save the filter, click Save.

Related topics
l Creating filter queries using wildcards in the Manager on page 64
l Creating filter queries in the Manager using SQL conditions on page 65
l Publishing filters in the Manager on page 67

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Applying filters in the Manager
To use a filter in the Manager
l In the Manager, select the filter in the My One Identity Manager > Filters
category.

Related topics
l Advanced database search on page 71

Publishing filters in the Manager

NOTE: To create, edit, and delete public filters, the user requires the Option to define,
modify, and delete public filters. program function. (Common_PublicFilterDefine).
You can make filters available to all users by publishing them. You have the option to
publish a filter when you create it. Afterward, you can also publish a private filter.

To publish a filter in the Manager

1. In the Manager, select the filter in the My One Identity Manager > Filters
category.
2. Select the Edit filter context menu item.
3. Click Publish.
4. Confirm the security prompt with Yes.
5. Click Save.

Related topics
l Creating filter queries using wildcards in the Manager on page 64
l Creating filter queries in the Manager using SQL conditions on page 65
l Creating filter queries using full-text search in the Manager on page 66
l Exporting and importing filters in the Manager on page 67

Exporting and importing filters in the

Manager
To make custom filters available to other users, you can export and import them.

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To export a filter in the Manager

1. In the Manager, select the filter in the My One Identity Manager > Filters
category.
2. Start the export using the Export filter context menu.
3. Using the file browser, select the directory path for the report and enter a file name
for the filter.
4. Click Save.
The filter file (*.xml) is generated.

To import a filter in the Manager

1. In the Manager, select the My One Identity Manager > Filters category.
2. Start the export using the Import filter context menu.
3. Select the filter file from the file browser.
4. Click Open.

Related topics
l Attaching filters in the Manager on page 68
l Publishing filters in the Manager on page 67

Attaching filters in the Manager

You can attach filters to various categories so you can quickly access the filtered objects.

To attach a filter in the Manager

1. In the Manager, select the filter in the My One Identity Manager > Filters
category.
2. Select the Attach context menu.
3. Select one or multiple menu categories to attach the filter to.

When you select a category with an attached filter in the navigation view, all objects that
correspond to the filter are displayed on a separate form page. The following functions
are available:
l Double-click an entry on this form page to switch to the corresponding object. The
first available form is opened.
l Open the export form using the Export data task or click Export data on the
context menu. The filter condition of the attached filter is already applied as an
export condition. For more information about exporting data, see the One Identity
Manager Operational Guide.

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Editing filters in the Manager
NOTE: To create, edit, and delete public filters, the user requires the Option to define,
modify, and delete public filters. program function. (Common_PublicFilterDefine).

To edit a filter in the Manager

1. In the Manager, select the filter in the My One Identity Manager > Filters
category.
2. Select the Edit filter context menu item.
3. Edit the filter settings in the Define a filter dialog.
4. Click Save.

Related topics
l Creating filter queries using wildcards in the Manager on page 64
l Creating filter queries in the Manager using SQL conditions on page 65
l Creating filter queries using full-text search in the Manager on page 66

Deleting filters in the Manager

NOTE: To create, edit, and delete public filters, the user requires the Option to define,
modify, and delete public filters. program function. (Common_PublicFilterDefine).

To delete a filter in the Manager

1. In the Manager, select the filter in the My One Identity Manager > Filters
category.
2. Select the Remove filter context menu item.

Database search in the Manager

In the Manager, you can run a simple database search or an advanced database search.
Run a simple database search once. You cannot save a simple database search. Use an
advanced database search if you wish to run specific search queries frequently. You can
save the search query.

Detailed information about this topic

l Simple database search on page 70
l Advanced database search on page 71

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Simple database search
The simple database search allows you to run the following searches:
l Searching for a search term with placeholders within the display values of the
selected object definition
l Searching for a search term across all columns of an object definition that are
indexed for the full-text search

Detailed information about this topic

l Running simple database searches using wildcards on page 70
l Running simple database searches using full-text search on page 71

Running simple database searches using

wildcards
A search query using placeholders searches for the search pattern in the display values of
the selected object definition.

To run a simple database search in the Manager with placeholders

1. In the Manager, select the View > Database search menu item.
The database search is displayed in the navigation view.
2. Enter the following information in the Search section.
a. Search in: Select the object definition. All object definitions in the currently
selected category are displayed.
b. Search text: Enter the search term. You can use * as a wildcard. Case
sensitivity is not taken into account.
Examples:
Pattern or pattern* - searches for all entries whose display value starts with the
Pattern string
*Pattern - searches for all entries whose display value ends with the
Pattern string
*Pattern* - searches for all entries whose display value contains the
Pattern string
c. Full-text search: Disable the option.
3. Start the search using the Search button.

TIP: Press to set the current query as the default for future search queries.

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Related topics
l Running simple database searches using full-text search on page 71

Running simple database searches using full-

text search
NOTE: To use the full-text search, you must run the program over an application server
with an installed search service. For more information about installing an application
server for full text search, see the One Identity Manager Installation Guide.
A search query using full-text search, searches for the specified search term in all columns
of the selected object definition that are indexed for full-text search. For more information
about configuring columns for the full text search, see the One Identity Manager
Configuration Guide.

To run a simple database search in the Manager as a full-text search

1. In the Manager, select the View > Database search menu item.
The database search is displayed in the navigation view.
2. Enter the following information in the Search section.
a. Search in: Select the object definition. All object definitions in the currently
selected category are displayed.
b. Search text: Enter the search term. The use of wild cards is permitted. For
examples, refer to Rules and examples for the full-text search on page 74.
c. Full-text search: enable the option.
3. Start the search using the Search button.

TIP: Press to set the current query as the default for future search queries.

Related topics
l Running simple database searches using wildcards on page 70

Advanced database search

The advanced database search allows you to run the following searches:
l Searching for a search term with placeholders within the display values of the
selected object definition
l Searching entries with a SQL condition
l Searching for a search term across all columns of an object definition that are
indexed for the full-text search

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 TIP: The saved search queries are displayed in the Manager in the My One Identity
Manager > Filters category. You can run or edit the search queries there or export
them for other users.

Detailed information about this topic

l Creating search queries using wildcards on page 72
l Creating search queries using SQL conditions on page 73
l Creating search queries using full-text search on page 73
l Running advanced database searches on page 76
l User-defined filters in the Manager on page 63

Creating search queries using wildcards

A search query using wildcards searches for the search pattern in the display values of the
selected object definition.

To create a filter query using wildcards in the Manager

1. In the Manager, select the View > Database search menu item.
The database search is displayed in the navigation view.
2. To open the advanced database search, click the Advanced button in the
Search section.
3. Click New search and select the Wildcard search method.
4. In the Search parameter pane, enter the following information.
l Search in: Select the object definition in which to perform the search.
l Search pattern: Enter the search pattern. You can use * as a wildcard in the
search pattern.
Examples:
Pattern* - searches for all entries whose display value starts with the
Pattern string
*Pattern - searches for all entries whose display value ends with the
Pattern string
*Pattern* - searches for all entries whose display value contains the
Pattern string
Pattern - searches for all entries whose display value matches the
Pattern string
5. (Optional) If required, specify the following settings in the Optional
parameter pane.

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 l Sort criteria: Specify the properties (columns) by which to sort the search
result. Click to show all available properties according to the object
definition. Click on a name to transfer the entry to the input field.
l Display template: Specify the format in which the results are displayed. Click
to show all available properties according to the object definition. Click on a
name to transfer the entry to the input field.
6. To save the search, enter a name and a description for the search filter in the Save
search pane and click Save.

Creating search queries using SQL conditions

A search query with an SQL condition searches all entries of the selected object definition
that match the SQL condition.

To create a filter query using an SQL condition in the Manager

1. In the Manager, select the View > Database search menu item.
The database search is displayed in the navigation view.
2. To open the advanced database search, click the Advanced button in the
Search section.
3. Click New search and select the SQL search method.
4. In the Search parameter pane, enter the following information.
l Search in: Select the object definition in which to perform the search.
l Search pattern: Enter the condition. Enter the condition as a valid database
query WHERE clause. You can enter the database queries as an SQL query
directly or compile the database queries with a wizard. Use the Expert view or
Simple view button to switch to the appropriate view.
5. (Optional) If required, specify the following settings in the Optional
parameter section.
l Sort criteria: Specify the properties (columns) by which to sort the search
result. Click to show all available properties according to the object
definition. Click on a name to transfer the entry to the input field.
l Display template: Specify the format in which the results are displayed. Click
to show all available properties according to the object definition. Click on a
name to transfer the entry to the input field.
6. To save the search, enter a name and a description for the search filter in the Save
search section and click Save.

Creating search queries using full-text search

NOTE: To use the full-text search, you must run the program over an application server
with an installed search service. For more information about installing an application

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 server for full text search, see the One Identity Manager Installation Guide.
A search query using full-text search, searches for the specified search term in all columns
of the selected object definition that are indexed for full-text search. For more information
about configuring columns for the full text search, see the One Identity Manager
Configuration Guide.

To create a search query in the Manager using the full-text search

1. In the Manager, select the View > Database search menu item.
The database search is displayed in the navigation view.
2. To open the advanced database search, click the Advanced button in the
Search area.
3. Click New search and select the Full text search method.
4. In the Search parameter pane, enter the following information.
l Search in: Select the object definition in which to perform the search.
l Search string: Enter the search term. The use of wild cards is permitted. For
examples, refer to Rules and examples for the full-text search on page 74.
5. (Optional) If required, specify the following settings in the Optional
parameter area.
l Sort criteria: Specify the properties (columns) by which to sort the search
result. Click to show all available properties according to the object
definition. Click on a name to transfer the entry to the input field.
l Display template: Specify the format in which the results are displayed. Click
to show all available properties according to the object definition. Click on a
name to transfer the entry to the input field.
6. To save the search, enter a name and a description for the search filter in the Save
search area and click Save.

Rules and examples for the full-text search

Table 35: Rules with examples for searching

Example Description

Sam User Finds Sam User but not Sam Identity.

Search results must contain all of the separate terms in the query. A logical
AND is used.

Sam OR Finds Sam User and Pat Identity.

Identity
Placing OR between the search terms, acts as a logical OR operator. The
result of this search contain at least one of the two search terms.

Sam NOT Finds Sam Identity but not Sam User.

User
The results of this search do not contain the term that comes after NOT.

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Example Description

U* Finds User1 and User2.

The * functions as a wildcard for any number of characters to complete the
term.

Use? Finds User but not User1.

The ? functions as a wildcard for a single character to complete the term.

"Sam User" Provides results in which the search terms Sam and User follow one
another.
Results of this search contain the string in quotes as phrase.

Sam User~ Finds Sam User and also other similar results. A tilde ~ after the search
term indicates that the search should also find similar results. The means
that incorrectly spelled terms can be found as well.
You can specify the level of similarity by adding a number between 0 and 1
(with decimal point) after the tilde ~. The higher the number, the more
similar the results.

During the search, the search strings are broken down into tokens by the search index in
use. The search terms are compared with these tokens.
Use the Common | Indexing | IndexNonTokenChars configuration parameter to
specify which delimiters are to be used. The configuration parameter can be extended if
certain characters in the search text have linking function.
If the Common | Indexing | IndexUseLegacyAnalyzer configuration parameter is
enabled, alternative tokenizing is performed also. The alternative method of tokenizing is
preferable for long tokens. For example, if the string Department_01 is a token, the
partial string Department is not considered to be a token.
The following tokens are named.

Table 36: Tokens for alternative tokenizing

Token Description with example

Words Sequence of letters and/or numbers

Enumeration Words linked by punctuation marks (_-/.,) of which at least every

second one contains a number.
An example is Department_01.
Sequences are also decimal numbers and IP addresses.

Email An email address is often made up of first name, last name, company
addresses name and generic top-level domain (for example .com). The order or
spelling of the first and last names may vary (for example, use of
initials). The special character @ and the punctuation mark (.) not only
separate each part of the email address but also links them so that the

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Token Description with example

email address is recognized as a token.

Examples of email addresses are s.user@example.com and
pat.identity@example.com.

Host names For example website.example.com.

Acronym For example U. S. A.

Apostrophe For example O'Name.

@, & For example Me&you.

surrounded by
letters

Umlauts such For example Häägen.

as ä, ö, ü

NOTE: Changing the configuration parameter means rebuilding the search index, which
may take some time.

Running advanced database searches

To run an advanced database search in the Manager

1. In the Manager, select the View > Database search menu item.
The database search is displayed in the navigation view.
2. To open the advanced database search, click the Advanced button in the
Search section.
3. Double-click the search filter in the Saved filters area.
4. Start the search using the Search button.

TIP: The saved search queries are shown in the My One Identity Manager > Filters
category. You can run or edit the search queries there or export them for other users.

Related topics
l User-defined filters in the Manager on page 63

Displaying extended properties for

objects
NOTE: The Manager must be running in expert mode to show object properties.

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To show extended object properties
l Select the object and open the Properties item in the context menu.
l On General, you can see the object‘s general properties, for example, ID,
status, or primary key.
TIP: The primary key can be copied in different formats. To do this, click the
Primary key or the Table relations caption.
l All the object columns are displayed in a grid on Properties with their values.
You can choose between a simple column view and the advanced view with
additional data for column definitions.
Individual properties can be highlighted with an icon.

To customize the display properties

l On the Properties tab, select the Property pages icon and set the
required display properties.
l On the Permissions tab, based on the permissions groups, you see what
permissions apply to an object. The first entry shows the basic permissions for
the table. The permissions for this particular object are displayed beneath that.
The other entries show the column permissions.
TIP: Double-click the table entry, the object entry, or a column entry to
display the permissions group from which the permissions were determined.

Table 37: Icon used for permissions

Icon Meaning

Permissions exist.

Permissions have been removed by the object layer

Permissions limited by conditions.

l You can see which change labels the object belongs to on the Change labels
tag. Here you can assign a new or an existing change label to the object and its
dependent objects. For more information about working with change labels,
see the One Identity Manager Operational Guide.
l On the Export tab you can export the object in One Identity Manager's own
transfer format or generate SQL statements.
To use the export method, the user needs the program function Allows
transport packages to be exported from the database. (Transport_
Export). To generate the SQL statements, users need the Allows generation
of export SQL statements. program function. (Common_SqlExport).

Related topics
l Expert mode in the Manager on page 20

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Multiple object edit in the Manager
It is possible to edit more than one object of the same object type at the same time in the
Manager. The form tab of the main data form shows the number of selected objects and the
object type. Input fields with different values are labeled with the icon. When you edit an
input field and save your changes, the change applies to all open objects.

To edit multiple objects at the same time:

1. Use Shift + selection or Ctrl + selection to select the objects in the result list.
2. Open the main data form either with Enter, clicking the icon in the result list, or
selecting Tasks > Edit main data in the context menu.

Committing data on change conflicts

If two users change the same object at the same time, this can cause conflicts when
the object is saved, especially if the same property is changed. In this case, a dialog
box appears when you save the object. You can use this dialog box to view and apply
the changes.
All changes to the object that caused a conflict are shown.

Figure 25: Display of change conflicts

To apply your changes:

l Active the check box in the Apply column for your values that you wish to save.

Table 38: About change conflicts

Column Description

Property Property of the object that triggered a change conflict.

Your change Value of the property you entered and wish to save.

Change made by Value of the property that had already been saved by the other user.

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Column Description

other user

Apply? Specify if your value should be applied.

To apply your value, select the check box. Otherwise the system
keeps the value saved by the other user.

Result Current property value.

If you activate the check box in the Apply column, the value you
entered is displayed.

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 3

Working with the Designer

The interfaces of the Manager and Designer have a similar layout. You can find
detailed information about the basic features under One Identity Manager tools user
interface on page 9.
The Designer provides various editors for the One Identity Manager system configuration.
The functionality and the mode of operation of the editors depends on the different
configuration requirements. When you select an object in the Designer, the available
editors are displayed together with the tasks that can be run in the task view.

General tips for the Designer

During the startup process the Designer fills an internal database. SQLite is used for the
database system. This internal database contains the schema and the files from the system
components of the connected One Identity Manager database.
Depending on the program’s configuration, the internal database is either loaded into main
memory or copied to the hard drive of the workstation. To avoid data inconsistencies, only
one instance of the program should be started per database. If the database from the first
instance is copied to hard disk then the databases for all other instances are loaded into
main memory.
All changes to objects in the program are made in the internal database. Permissions,
formatting rules and side-effects of the Customizer are taken into consideration. Changes
made by the user are recorded in a change log. If the internal database is stored on the
hard drive, all additional changes are also logged to this database. This means that you can
restore to the last working state after connecting to the database if the program crashes.
When the data is transferred all recorded changes are made to the One Identity Manager
database. This is done at object level so that, for example, processes are generated and
formatting rules are observed. The principle "last writer wins" applies here as opposed to
the previous object processing. That means that changes have been made by a user to
object properties in the mean time are overwritten.
Depending on the program settings, the internal database is deleted from the hard drive
when the program has finished. This means that all the data has to be loaded from the One
Identity Manager database when the program is restarted. If the internal database is not

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deleted when the program finishes, the next program start up can be accelerated because
only changes from the One Identity Manager that is connected have to be loaded.

Menu items in the Designer

Table 39: Meaning of items in the menu bar

Menu Menu item Meaning Shortcut

Database New connection Establishes a database connection. Ctrl + Shift

+N

Save to Displays the change log. Changes to the Ctrl + Shift

database data can be saved to the One Identity +S
Manager database.

Reload data Data is reloaded from the One Identity

Manager database.

Compile Starts the Database Compiler. Ctrl +

database Shift+ B
For more information about compiling the
database, see the One Identity Manager
Operational Guide.

Change Opens a dialog box for editing change

management labels.
For more information about working with
change labels, see the One Identity
Manager Operational Guide.

Check data Opens the Consistency Editor.

consistency
For more information about checking data
consistency, see the One Identity Manager
Operational Guide.

Start SQL editor Starts the SQL editor.

Change Changes current user’s password.

password

Settings For configuring program settings.

Exit Exits the program. Alt + F4

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Menu Menu item Meaning Shortcut

View Navigation Activates the navigation view. Ctrl + Q

Tasks Shows or hides the task view. Ctrl + T

Error log Shows or hides the error log. Ctrl + E

Object import Shows or hides the view for importing Ctrl + I

objects.

Search Shows or hides the search dialog box. Ctrl + Shift

+F
Close current Closes the current document.
document

Close all Closes all documents that are open in the

documents document view.

Activate Shows all open documents in a selection list.

document

Layout Restores the default layout of the program’s

graphical interface. You can save layouts
and load them again.

Enable quick The quick edit mode is enabled or disabled.

edit mode

Help Community Opens the One Identity Manager community

website.

Support portal Opens the One Identity Manager product

support website.

Training Opens the One Identity Manager training

portal website.

Online Opens the One Identity Manager

documentation documentation website.

Search Opens the search dialog box.

Help for the Opens program help. F1

Designer
NOTE: Specific help information is
available for each editor.

transport history Display a chronological list of migration,

imports, and exports of transport packages.
Info Shows the version information for program.

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Table 40: Functions in the standard toolbar

Icon Meaning

Saves changes to the One Identity Manager database.

Shows the previous object in the order that the forms were viewed (object
history).

Shows next object in the order they have already been viewed (object history).

Database column help. Clicking on the help icon changes the cursor into the help
icon. Then when you click on a column description, tips for using the column are
displayed in the form of tooltips.

Prints the edit view. Printer settings are configured in the configuration menus.

Using the help in the Designer

You can access One Identity Manager documentation in the Designer by selecting the Help
> Search in local help menu item.
You can open the general help for Designer from the Help menu or by selecting F1. The
Help menu offers specific help information for each editor.
In addition, a Designer help is available for individual properties of the currently displayed
object. Clicking on the help icon changes the cursor into the help icon. Then when you
click on a column description, tips for using the column are displayed in the form of tooltips.

Views in the Designer

The following views are displayed in the Designer: There are several editors used for
editing data. Their functionality and methods are tailored to the different
configuration tasks.

Table 41: Designer views

View Description

Navigation The navigation structure of the user interface is hierarchical and allows
view users to drill down to the selection of an object definition. The top level of
the hierarchy is used to classify One Identity Manager data into specified
categories.

Document Overview forms and selected editors are displayed in the document view.
view When an object is selected in the navigation view, the corresponding
overview form is displayed.

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View Description

TIP: If quick edit is enabled, you skip the overview and go straight to the
first editor available for the object.

Task view When you select an object in the navigation view, the available editors are
displayed together with the tasks that can be run. The relevant editor is
opened in the document view when the object is selected.

Change log Changes made by the user are recorded in the change log.

Error log The program’s error log displays all warnings and error messages that have
occurred since the program started up. When the Designer restarts, the
error log is reinstalled. For more information about the error log, see the
One Identity Manager Process Monitoring and Troubleshooting Guide.

Change In this view, change labels are created and edited. For more information
label about working with change labels, see the One Identity Manager Opera-
tional Guide.

Related topics
l The editors in the Designer on page 95
l Logging and committing objects in the Designer on page 87

Designer program settings

General configuration settings are specified in a configuration file Designer.exe.config.
Valid global configuration settings can also be defined through the global configuration file
Global.cfg in One Identity Manager's own format. The configuration files are stored in the
program directory. For more information, see the One Identity Manager Process Monitoring
and Troubleshooting Guide.

To change the program settings in the Designer

l In the Designer, select the Database > Settings menu item.

Related topics
l General tips for the Designer on page 80
l User settings in the Designer on page 85
l General program settings in the Designer on page 86

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User settings in the Designer
On the User tab, configure your user-specific program settings. These settings are stored
in the One Identity Manager database user configuration.

General
l Show balloon tips: Specifies whether speech bubbles, which provide information
about program functionality, are shown in the program.
l Show large images in navigation panes: Specifies whether smaller or larger
icons are displayed on the categories.
l Show additional icons: Specifies whether icons are shown in the task list in
addition to the descriptions.
l Use single clicks: Specifies whether objects are loaded with a single click or by
double-clicking.
l Show additional navigation information: If this option is activated, additional
information is shown for individual interface components.
NOTE: The option is not saved permanently. It has to be reset each time the
program is started.

After starting
l Visible root nodes: The number of categories to be displayed initially in the
navigation view. Changes become effective after a restart.

Behavior
l Enable quick edit mode: Specifies whether quick editing is enabled.
By default, an object‘s overview form is displayed first. You can, however, configure
the program to show the edit form for the object first, which allows faster editing. In
order to do this quick edit mode has to be enabled. Quick edit mode is indicated by an
additional icon in the program’s status bar.
l Show "Getting Started": Specifies whether the Getting Started category is
shown or hidden.
l Show system data: Specifies whether comprehensive system information such as
system tables, script occurrences, preprocessor dependencies are shown.
l Enable list limit: Specifies whether the number of elements shown in the result list
and list items in controls should be limited.
If this option is enabled, the number of elements must be entered. To do this,
you can choose between the global system settings or the local, personal setting
for the user.

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 l Use system settings: Specifies whether the system settings should be used for the
list limit.
If this option is activated, then the global system settings from the Common |
DBConnection | ListLimit configuration parameter are used. If the number of
results is greater than the defined number, a filter dialog opens.
l Objects: Personal setting for the object list limit. If the number of results is greater
than the defined number, a filter dialog opens.

Usage
l Form history length: Number of forms available to browse through in the form
history. You find the form history in the menus attached to the <Back> and
<Forward> buttons in the main toolbar.
l Entries in the search history: Number of entries available in the search history.

Related topics
l Designer program settings on page 84

General program settings in the Designer

On the Program tab, enter the common program settings. These settings are saved in the
registry database on the workstation.

Language settings
l Language: Language used for formatting data, such as date formats, time formats,
and number formats.
l Other user interface language:Language for the user interface. The initial
program login uses the system language for the user interface. Changes to the
language settings take effect after the program has been restarted.The language is
set globally for all One Identity Manager programs, which means the language
setting does not have to be configured for each program individually.

Designer database settings

l Load all system data at program startup: Set the loading behavior for
system data.
If this option is not enable, only the tables that are absolutely necessary are loaded
when the Designer starts. The rest of the table are loaded in background and the user
can already start using the program. The progress of the filling procedure is shown in
the program’s status bar.

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 If this option is enabled, all tables are loaded when the program starts. The user
cannot start using the program until all the tables have been loaded. The changes
take effect once the Designer has restarted.
l Load BLOB fields from database on program start: If this option is not enabled,
the contents of binary fields are only loaded when they are required.
If the option is enable, this data is already loaded at program startup. The means
that program startup takes longer.
The changes take effect once the Designer has restarted.
l Save databases locally: If this option is enabled, the internal database is not
deleted when the program ends. This accelerates restarting the program the next
time since only the changes connected with the One Identity Manager database need
to be reloaded.
If the option is not enabled the internal database is deleted from the hard disk when
the program ends. This means that all the data has to be loaded from the One
Identity Manager database when the program is restarted.
l Use RAM to store the system data (no crash recovery): If this option is not
enabled, the internal database is saved on the workstation hard disk.
If the option is enabled, the internal database is loaded into the workstation’s RAM.
In this case the database cannot be restore if the program crashes.
The changes take effect once the Designer has restarted.
l Database directory: If the Save database locally option is enabled, the internal
database is stored in the %LocalAppData%\One Identity\One Identity
Manager\Designer\Cache directory. You save the database somewhere else by
selecting another database directory.
l Clear local cache: Click the button to empty the local cache directory
%LocalAppData%\One Identity\One Identity Manager\Cache.

Related topics
l General tips for the Designer on page 80
l Designer program settings on page 84

Logging and committing objects in the

Designer
All changed objects in the Designer are created in the internal database. Permissions,
formatting rules and side-effects of the Customizer are taken into consideration. Changes
made by the user are also recorded in a change log.

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To display change data in the Designer
l In the Designer, select the Database > Commit to database menu item.

The entries in the change log are grouped by editor. Actions (add, change, and delete) that
have been run and changes to the object’s properties with old and new values are displayed
in the log.

Table 42: Icons in the change log

Icon Description

Adds the object.

Deletes the object.

The object has been changed.

The following functions are available in the change log:

l Enable and disable individual changes
You can disable individual changes in the change log. These changes are not
transferred to the One Identity Manager database when the data is saved. You can
however, re-enable changes at a later date. You can enable or disable each change
using the corresponding icon in the change log toolbar.
l Define change label
It is also possible to create a group of all the changes in the change log,
under one label.
l Before saving the recorded changes in the change log, select the required
change label in the Change label menu.
l To assign individual changes to different change labels, use the Special
change label context menu entry in the change log.
When the changes are transferred to the One Identity Manager database, the change
label is applied to the relevant changes. For more information about working with
change labels, see the One Identity Manager Operational Guide.
l Saves changes
All changes are saved to the One Identity Manager database as specified. This is done
at object level so that, for example, processes are generated and formatting rules are
observed. The principle "last writer wins" applies here as opposed to the previous
object processing. That means that changes made by a user to object properties in
the mean time are overwritten.

Table 43: Functions in the change log toolbar

Icon Description

Enables change/section.

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Icon Description

Ignores change/section.

Edit a change label.

Specifies a default change label. This change label is used for all subsequent
changes.

Related topics
l General tips for the Designer on page 80

Designer-internal full text search

Use full-text search to look for entries within the internal Designer database. You will find
the full text search on its own menu bar in the Designer.

To search for a term

l Enter your search term in the Search field.
You can enter more than one partial terms. You can use * as a wildcard. Case
sensitivity is not taken into account. Entries are searched for that contain all the
partial terms given.

The objects found are entered in a list as you enter the search term.

Figure 26: Displaying the source

l The icon to the left of the entry shows the entry’s object type (table),e.g. a process, a
table or a menu item.
l The source that the object is extracted from is shown to the right of the entry. The
search term is highlighted by an underline.
l Database tables, object relations and the exact source are also displayed in a tooltip.
l Double-click an entry to switch to the corresponding object.

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If no entries are found for a search term, the system makes suggestions that you can use
as search terms by double-clicking.

Figure 27: Suggestions for search terms

If you have selected an entry, the search term is added to the search history and is
therefore available for further searches.
l Open the search history with the arrow in the search field.
l When you select an entry, all available sources are shown.

The number of entries in the search history depends on your program settings.

Figure 28: Search history

TIP: Update the full text catalog of the Designer database if you need to include objects in
the search that have been edited after the program started, like new processes or column
names. You do this with Update index, in the search history.

User-defined filters in the Designer

It is possible to limit the number of list entries in certain the Designer editors by using a
filter. After creating a filter, the filter conditions are immediately implemented on the set of
result currently displayed. A filter remains in use until you reset it.
The main components of a user filter are:
l A search in the objects' display values
l A customized search condition (where clause)
l A full text search

You have the option to set up ad-hoc filters and permanent filters. Ad hoc filters are used
for a one-off reduction of list entries. These filters are not saved and are applied to the data
immediately.
Create a permanent filter if you want to reuse certain search queries on a frequent
basis. Permanent filters are saved in the user configuration and therefore are always
available for use.

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Detailed information about this topic
l Using Adhoc filters in the Designer on page 91
l Creating filter queries using wildcards in the Designer on page 91
l Creating filter queries in the Designer using SQL conditions on page 92
l Creating filter queries using full-text search in the Designer on page 93
l Applying filters in the Designer on page 94
l Publishing filters in the Designer on page 94

Using Adhoc filters in the Designer

Ad hoc filters are used for a one-off reduction of list entries. These filters are not saved and
are applied to the data immediately. The WHERE clause wizard helps you formulate a
condition for database queries. The complete database query is composed internally.

To use an ad-hoc filter in the Designer

1. In the Designer, select the Filter > Define filter menu item.
2. In the Where Clause Wizard, create the filter condition.

IMPORTANT: Enter the condition for limiting the result set in SQLite notation. The
condition is defined as a valid where clause for database queries. The condition relates to
the selected database table found that is determined when the editor starts.

Related topics
l Wizard for entering database queries on page 43

Creating filter queries using wildcards in

the Designer
The system searches for the search term in the display values of the selected object
definition, using the wildcards.

To create a filter query using placeholders in the Designer

1. In the Designer, select the Filter > Manage filters menu.

2. Click New filter.
3. In the Define a filter dialog, select the Wildcard filter method.
4. In the Filter parameter pane, enter the following information.

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 l Filter objects of: The object definition for the list is already selected.
l Search pattern: Enter the search pattern. You can use * as a wildcard in the
search pattern.
Examples:
Pattern* - searches for all entries whose display value starts with the
Pattern string
*Pattern - searches for all entries whose display value ends with the
Pattern string
*Pattern* - searches for all entries whose display value contains the
Pattern string
Pattern - searches for all entries whose display value matches the
Pattern string
5. To save the filter, enter a name and a description for the search filter in the Save
filter pane and click Save.
6. (Optional) To make the filer available to all users
a. Click Publish.
b. Confirm the security prompt with Yes.
7. (Optional) To apply the filter immediately, click Filter.
8. Select the Database > Save to database and click Save.

Related topics
l Creating filter queries in the Designer using SQL conditions on page 92
l Creating filter queries using full-text search in the Designer on page 93
l Applying filters in the Designer on page 94
l Publishing filters in the Designer on page 94

Creating filter queries in the Designer using

SQL conditions
A condition is used to filter all entries that match the specified condition according to the
selected object definition.

To create a filter query using a SQL condition in the Designer

1. In the Designer, select the Filter > Manage filters menu.

2. Click New filter.
3. In the Define a filter dialog, select the SQL filter method.
4. In the Filter parameter pane, enter the following information.

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 l Filter objects of: The object definition for the list is already selected.
l Search pattern: Enter the condition. Enter the condition as a valid database
query WHERE clause. You can enter the database queries as a SQL query
directly or compile the database queries with a wizard. Use the Expert view
and Simple view button to switch to the appropriate view.
5. To save the filter, enter a name and a description for the search filter in the Save
filter pane and click Save.
6. (Optional) To make the filer available to all users
a. Click Publish.
b. Confirm the security prompt with Yes.
7. (Optional) To apply the filter immediately, click Filter.
8. Select the Database > Save to database and click Save.

Related topics
l Creating filter queries using wildcards in the Designer on page 91
l Creating filter queries using full-text search in the Designer on page 93
l Applying filters in the Designer on page 94
l Publishing filters in the Designer on page 94

Creating filter queries using full-text search

in the Designer
NOTE: To use the full-text search, you must run the program over an application server
with an installed search service. For more information about installing an application
server for full text search, see the One Identity Manager Installation Guide.
A search query using full-text search, searches for the specified search term in all columns
of the selected object definition that are indexed for full-text search. For more information
about configuring columns for the full text search, see the One Identity Manager
Configuration Guide.

To create a filter query in the Designer using the full-text search

1. In the Designer, select the Filter > Manage filters menu.

2. Click New filter.
3. In the Define a filter dialog, select the Full text filter method.
4. In the Filter parameter pane, enter the following information.

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 l Filter objects of: The object definition for the list is already selected.
l Search string: Enter the search term. The use of wild cards is permitted. For
examples, refer to Rules and examples for the full-text search on page 74.
5. In the Save filter pane, enter a name and a description for the search filter
and click Save.
6. (Optional) To make the filer available to all users
a. Click Publish.
b. Confirm the security prompt with Yes.
7. (Optional) To apply the filter immediately, click Filter.
8. Select the Database > Save to database and click Save.

Related topics
l Creating filter queries using wildcards in the Designer on page 91
l Creating filter queries in the Designer using SQL conditions on page 92
l Applying filters in the Designer on page 94
l Publishing filters in the Designer on page 94

Applying filters in the Designer

To use a saved filter in the Designer

1. In the Designer, select the Filter > Manage filters menu.

2. Double-click the search filter in the Saved filters pane.
3. Click Filter.

Related topics
l Creating filter queries using wildcards in the Designer on page 91
l Creating filter queries in the Designer using SQL conditions on page 92
l Creating filter queries using full-text search in the Designer on page 93

Publishing filters in the Designer

NOTE: To create, edit, and delete public filters, the user requires the Option to define,
modify, and delete public filters. program function. (Common_PublicFilterDefine).
You can make filters available to all users by publishing them. You have the option to
publish a filter when you create it. Afterward, you can also publish a private filter.

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To publish a filter in the Designer

1. In the Designer, select the Filter > Manage filters menu.

2. Double-click the search filter in the Saved filters area.
3. Click Publish.
4. Confirm the security prompt with Yes.
5. Select the Database > Save to database and click Save.

Related topics
l Creating filter queries using wildcards in the Designer on page 91
l Creating filter queries in the Designer using SQL conditions on page 92
l Applying filters in the Designer on page 94

The editors in the Designer

The Designer provides various editors for the One Identity Manager system configuration.
The functionality and the mode of operation of the editors depends on the different
configuration requirements. When you select an object in the navigation view, the available
editors are displayed together with the tasks that can be run.

Table 44: Designer editors

Editor Description

Object Editor The Object Editor is provided for editing single objects. All properties of
an object are represented in table form and can be edited depending on
the permissions situation. In addition, properties such as edit permis-
sions and column definitions are shown. For more information, see
Working with the Object Editor on page 97.

List Editor The List Editor is used to display result lists and to quickly edit objects
and object relations. Object properties are displayed in tabular form but
there is no additional information about each property as in the Object
Editor. For more information, see Working with the List Editor on page
98.

SQL Editor You can use the SQL Editor to run database queries against the internal
Designer’s SQLite database. For more information, see Working with the
SQL Editor on page 102.

User & Permis- Use the User & Permissions Group Editor to create and edit permissions
sions Group groups and the system user. For more information, see the One Identity
Editor Manager Authorization and Authentication Guide.

User Interface Use the User Interface Editor to edit the navigation of the One Identity

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Editor Description

Editor Manager tools. For more information, see the One Identity Manager
Configuration Guide.

Form Editor Use the Form Editor to create and edit the interface forms, such as the
main data forms or assignment forms. For more information, see the
One Identity Manager Configuration Guide.

Overview Form Use the Overview Form Editor to create overview forms. For more
Editor information, see the One Identity Manager Configuration Guide.

Permissions Use the Permissions Editor to edit the permissions structure of the
Editor permissions groups and system user. For more information, see the One
Identity Manager Authorization and Authentication Guide.

Process Editor The Process Editor is the tool that you use to define and change
processes in One Identity Manager. For more information, see the One
Identity Manager Configuration Guide.

Job Server You use the Job Server Editor to edit the Job server attributes and the
Editor One Identity Manager Service configuration file. For more information,
see the One Identity Manager Configuration Guide.

Language For the translation of captions, use the Language Editor. For more
Editor information, see the One Identity Manager Configuration Guide.

Schema Editor The Schema Editor displays an overview of the entire One Identity
Manager database model. Schema Editor is used to customize table and
column definitions to suit the customer. For example, you can define
formatting rules or formatting scripts with the Schema Editor. For more
information, see the One Identity Manager Configuration Guide.

Configuration The Configuration Parameter Editor provides an overview of all the

Parameter configuration parameters in the One Identity Manager and their current
Editor values. For more information, see the One Identity Manager Config-
uration Guide.

Script Editor Use the Script Editor to create, edit, and test the custom scripts. For
more information, see the One Identity Manager Configuration Guide.

Consistency Use the Consistency Editor to analyze database object for data consist-
Editor ency. A number of tests are offered to test the database and if
necessary run a repair. For more information, see the One Identity
Manager Operational Guide.

Mail Template Use the Mail Template Editor to create and edit mail templates. For more
Editor information, see the One Identity Manager Operational Guide.

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Working with the Object Editor
The Object Editor is provided for editing single objects. All properties of an object are
represented in table form and can be edited depending on the permissions situation. In
addition, properties such as edit permissions and column definitions are shown.

Detailed information about this topic

l Object Editor menu items on page 97
l Multiple object edit in the Object Editor on page 98

Object Editor menu items

When the editor starts, the following menu items are available in the Designer.

Table 45: Menu items added by the editor

Menu Menu Meaning

item

Object New Creates a new object.

Save Saves all changes to an object.

Delete Deletes current object.

Discard Returns object to previous state.

Reload Updates the object view.

object

Options Group view The object properties are displayed as groups.

Column Column display text is shown. If the option is not enabled, the
names technical names according to the One Identity Manager schema
are shown.

Primary Shows or hides the primary key.

key

Extended Shows or hides the extended column properties.

Help Object Opens the editor help.

Editor help

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Table 46: Meaning of toolbar icons

Icon Meaning

The object properties are displayed as groups.

Displays caption/technical name depending on the One Identity Manager

schema.

Shows/Hides primary keys.

Shows/hides the extended column properties.

Creates object.

Saves changes.

Deletes object.

Resets object to previous state (lose changes).

Updates object view.

Multiple object edit in the Object Editor

It is possible to edit more than one object of the same object type at the same time in the
Object Editor.

1. Use Shift + select or Ctrl + select to select the entries in the result list.
2. Open the editor from the task view,

The task name contains the number of selected objects. Input fields that have
different values are marked in color. The values entered and saved in the fields are
stored for all objects.

Working with the List Editor

The List Editor is used to display result lists and to quickly edit objects and object relations.
Object properties are displayed in tabular form but there is no additional information about
each property as in the Object Editor.

Detailed information about this topic

l List Editor menu items on page 99
l Functions in the List Editor result list on page 100
l Configuring columns for List Editor result lists on page 100

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 l Multiple editing of list entries in the List Editor on page 101
l Displaying object relations in the List Editor on page 101

List Editor menu items

When the editor starts, the following menu items are available in the Designer.

Table 47: Menu items added by the editor

Menu Menu item Meaning

Object New Creates a new object.

Delete Deletes current object.

Reload object Updates the object view.

Filter Define filter Opens a dialog window for creating an ad hoc filter.

Delete filter Deletes the filter.

Manage filters Opens a dialog window for creating permanent filters.

View Properties Shows or hides the edit view

Select columns... Opens a dialog window for selecting columns to be

displayed in the list.

Select table Opens a dialog box for selecting object relation to view.
relations

Help List Editor help Opens the editor help.

Table 48: Meaning of toolbar icons

Icon Meaning

Creates object.

Deletes object.

Copies object to the clipboard.

Paste the object or relation from the clipboard. Next to the icon there is a menu
to select the type from.

Updates object view.

User-defined filter for displaying objects.

Resets custom filter.

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Functions in the List Editor result list
The entries in the result list of the List Editor are displayed with a valid name tag. If an
object is selected in the result list, the object properties and object relations are shown in
the edit view. You can limit the number of entries in the result list by setting a filter. For this
you can use an ad hoc filter or a permanent filter.

Table 49: Entries in the result list context menu

Context Menu Meaning

Item

New Inserts a new object.

Delete Deletes selected object.

Copy Copies the selected object into the clipboard.

Paste Inserts the copied object from the clipboard.

Properties Displays the object properties of the selected entry.

Select columns... Opens a dialog window for selecting columns to be displayed in the
list.

Navigation Shows all other editors that can be used with the selected object.

TIP:
l In the table header for the result list, click on a column to sort it by the
selected column.
l You can display further object properties in the result list.

Related topics
l Configuring columns for List Editor result lists on page 100

Configuring columns for List Editor result

lists
To display object properties

1. In the Designer, select the View > Select column menu item.
2. You specify which object properties should be additionally shown in which order in
the result list. You can also enter the column width and alignment of the column
description.
3. Click OK.

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Table 50: Meaning of toolbar icons

Icon Meaning

Inserts column in view.

Removes column from view.

Moves column up.

Moves column down.

Specifies how columns are labeled. If selected the column names are displayed.
If this option is not active, the identifiers from the data model are shown.

The column display is reset to the default settings.

Multiple editing of list entries in the List

Editor
It is possible to edit more than one object of the same object type at the same time in the
List Editor.
l Use Shift + select or Ctrl + select to select the entries in the result list.

Entries in the list that have different input are specially labeled in the edit view. The values
entered and saved in the fields are stored for all objects.

Displaying object relations in the List Editor

To display object relations

1. Select the View > Select table relations menu item.

2. You can specify which object relations are displayed in the List Editor.

Table 51: Entries in the dialog's context menu

Context Meaning
menu item

Show relation The editing window for the object relationship is displayed in the
editing view of the editor.

Hide relation The editing window for the object relationship is hidden in the
editing view of the editor.

3. Click OK.

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Each relation is shown in its own edit window. To change the assignments, double-click the
icon or choose the required option from the context menu.

Table 52: Meaning of icons in the view

Icon Meaning

Object is assigned to the selected base object.

Object is not assigned to all selected base objects (multiple entry editing).

Object is not assigned to an object.

Table 53: Items in the view’s context menu

Context Menu Item Meaning

Assign Assign object to the selected base object.

Remove Remove assignment of object to base object.

Properties Displays the object properties of the selected entry.

Navigation Shows all other editors that can be used with the selected object.

Working with the SQL Editor

You can use the SQL Editor to run database queries against the internal Designer’s SQLite
database. This internal database contains the schema and the files from the system
components of the connected One Identity Manager database.
NOTE: To use the SQL Editor in the Designer, the user requires the program function
Option to call the SQL editor in Designer to run SQL statements in the SQL
database (Designer_SQLEditor).

Detailed information about this topic

l SQL Editor menu items on page 102
l Running database queries in SQL Editor on page 104

SQL Editor menu items

When the editor starts, the following menu items are available in the Designer.

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Table 54: Menu items added by the editor

Menu Menu item Meaning

Edit Undo Restores state before last change.

Redo Restores state after last change.

Cut Deletes marked code but save in clipboard.

Copy Copies selected code to the clipboard.

Paste Inserts data stored in the clipboard from copy or cut.

Delete Deletes selected code.

Reduce text indent Reduces the indent of the selected code in the query
window.

Increase text Increases the indent of the selected code in the query
indent window.

SQL Run (F5) Runs the query.

Show as table Switches output between text and table.

Help SQL Editor help Opens the editor help.

Table 55: Meaning of toolbar icons

Icon Meaning

Undoes last change.

Redoes last change.

Cuts selected code.

Copies selected code into clipboard.

Inserts code from clipboard.

Deletes selected code.

Reduces the indent of the selected code in the query window.

Increases the indent of the selected code in the query window.

Switches output between text and table.

Runs the query.

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Running database queries in SQL Editor
To run a database query
l Start the SQL Editor in the Designer by selecting the Database > Run SQL
Editor menu item.
l Enter your database query in SQLite notation in the query window. The editor
supports highlighting.
l Run the database query using F5.
The result are displayed in the results window.
TIP: To sort by a specific column, click on that column in the table header.
TIP: Use Ctrl + C to copy the individual entries or lines to the clipboard. Select
Shift + Select or Ctrl + select to select multiple lines in the table.

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 About us

About us

One Identity solutions eliminate the complexities and time-consuming processes often
required to govern identities, manage privileged accounts and control access. Our solutions
enhance business agility while addressing your IAM challenges with on-premises, cloud and
hybrid environments.

Contacting us
For sales and other inquiries, such as licensing, support, and renewals, visit
https://www.oneidentity.com/company/contact-us.aspx.

Technical support resources

Technical support is available to One Identity customers with a valid maintenance contract
and customers who have trial versions. You can access the Support Portal at
https://support.oneidentity.com/.
The Support Portal provides self-help tools you can use to solve problems quickly and
independently, 24 hours a day, 365 days a year. The Support Portal enables you to:
l Submit and manage a Service Request
l View Knowledge Base articles
l Sign up for product notifications
l Download software and technical documentation
l View how-to videos at www.YouTube.com/OneIdentity
l Engage in community discussions
l Chat with support engineers online
l View services to assist you with your product

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 Index
Index

A D
application server Designer 80
search index 66, 93 change log 87
database search 89

C editors 95
empty cache 84
consistency icons 25
filter 90
control
adhoc 91
accessibility
apply 94
$ notation 36
full text search 93
auto-completion 36
publish 94
syntax highlighting 36
run 94
assignments 52
SQL condition 92
column name 33
wild card 91
database query 42
full text search
wizard 43-44
run 93
date 48
help 83
dynamic foreign key 48
program setting 84
field definition 33
save changes 87
filter 45
SQLite 80
form elements 31
input field 32
list of permitted values 35 F
login times 49 filter
menu 47 Designer 90
multiple value property 35 Manager 63
object relations 50 wizard 45
script 36 filter designer 44
shortcut 54 form
slider 36 form context menu 30
translate data 34

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Index
 form help 11 run 67
form name 30 SQL condition 65
main data form 30 wild card 64
overview form 30 form 30
full text search 89 form help 11
form name 59

L full text search

run 66
language 58
help 11
List Editor 98
language 58
column configuration 100
lists
multi edit 101
filter 61, 63
object relations 101
restrict 60
search 62
M multi edit 78
Manager navigation object 59
advanced information 59 navigation view 21
category 21 program setting 55
category tab 21 quick edit mode 55
change conflict 78 result list 25
consistency icons 25 task view 28
database search 69 view mode 20
document view 30
expert mode 20
O
favorites list 28
object
field definition 33
display permissions 76
filter 63
multi edit 78
apply 67
object definition 30
attach 68
show properties 76
delete 69
Object Editor 97
edit 69
multi edit 98
export 67
full text search 66
import 67
publish 64-67

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Index
P
process monitoring
process information
configure display 57

S
SQL Editor 102
database query 104
SQLite 80

U
user
authentication module 13
change password 14
dynamic 13
logged in 13
permissions group 13
program function 13
read permissions 13
system user 13

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Index