2.3 Designer’s Features

Designer enables you to do the following:

2.3.1 Designer’s Features

Designer has abundant, easy-to-use features.

Core Application Services and Framework

  • Basic views: Error Log, Outline, Project, Navigator, Tasks

  • A fully indexed and searchable Help system

  • General undo/redo capabilities

  • Internal common services: utilities, APIs, widgets, and resource caches

  • Log and trace files

  • Perspective management: open close, copy, and reset

  • Preferences: general appearance, fonts, colors, styles, file associations, and history

  • Text editor: CUA keyboard, tabs, print margins, line numbers, colors, preferences, find/replace, bookmarks, go-to line, print

  • Toolbar, menu bar, welcome bar, perspective bar, and fast view bar

  • Trace view with preferences for controlling the output

  • View and editor management

  • Welcome page: what’s new, updates, and Flash demos

  • Localized software for international customers


  • Ability to install newer plug-ins, manage installed plug-ins, and back-rev if necessary

  • Option to place the Designer icon on the desktop

  • Option to run Designer directly from the install

  • Automatic (or manual) checking for updates, with a setting to turn updates on or off

  • Language selection for localized installs

Enterprise Modeler

  • Alignment capabilities: grid, snap, ruler, distribution, and hints

  • Auto-layouts: star, circle, half-circle, and expand or contract in and out

  • Copy/paste within editors and across editors

  • Color themes

  • Delete (with multiselect support)

  • Driver Configuration Wizard integration

  • A graphical Dataflow view and the ability to manipulate data flow arrows: update filters, schema, and mapping policies visually

  • Decoration support: change vaults to trees, mark drivers as remote or communicating across firewalls, resource icons (help desk, log, and audit)

  • Domain group management: add to group, ungroup, nest groups, clear, minimize/maximize, expand/collapse all, restore, auto-size, icon library

  • Drag and drop Identity Vaults, driver sets, applications, domain groups, and resources

  • Integration among editors

  • Modeling Palette: drag and drop, folders, configurable in Preferences

  • Graphic snapshot services

  • Help: context-sensitive, search, browse, and demos

  • Direct link from the help menu to the Identity Manager forums

  • High-level architect mode and low-level developer modes

  • Inline editing of titles and labels

  • Integrated hierarchical Outline view

  • Keyboard support

  • Edit icons

  • Manage line connections: auto-connecting, auto-highlight, mouse gravitation, collapsing lines when groups collapse, line straightening, reconnect, eDir-to-eDir connections, multidriver connections

  • Preferences: many preferences for display behaviors, prompts, and auto-wizards

  • Print support with various fit-to-page options

  • Search a model: case sensitivity, integrated editors, and searching by class

  • Manage selections: marquee and selection tools, synchronized selections with external views, select all, and extend or remove from selection

  • Integrated services: start or stop drivers, driver information, and import or deploy

  • Subapplication modeling with applications that contain applications

  • Table editor: sort columns and launch editors

  • Dataflow editor

  • Server creation requests version information

  • Zoom, pan, and scan (in the Thumbnail view)

Project View

  • Copy projects

  • Delete projects

  • Create projects with the New Identity Manager Project Wizard

  • Expand/collapse all

  • Help-me-get-started process

  • Import from directory or file system

  • Move project

  • Multiproject support

  • Project documentation folder and content management

Outline View

  • Create new items: vaults, drivers, driver sets, and applications

  • Delete a selected item

  • Integrated launching of editors

  • Expand/collapse all

  • Export to a driver configuration file

  • Filter the view to show only certain objects

  • List all project items hierarchically

  • Host the Modeler Thumbnail view and the Policy Flow view

  • Import/deploy integration

  • Save and restore the expansion state and selection

  • Synchronize selections with the Modeler

  • Undo/redo

Import and Deploy

  • Deploy groups, identity vaults, driver sets, drivers, policies, channels, and e-mail templates

  • Import an existing Identity Manager solution from the directory into a project

  • Import driver sets, drivers, policies, and channels

  • Import both sides of eDir-to-eDir drivers

  • Import and deploy driver configuration files

  • Handle multiserver environments

  • Set up driver security

  • Easily protect overwriting during conflicts

  • View changes before you deploy

XML Editor

  • Used in policy management and configuration editing

    For notification templates, you can use an HTML editor.

  • Outline view support

  • Find and replace

  • Highlight syntax

  • Auto suggest

  • Auto-insert end tags

Configuration Management

  • Edit applications: name, type, icon, environment, and administrator notes

  • Edit drivers: Global Communication Values (GCVs), log level, module, authentication, driver parameters, startup option, driver manifest, named passwords, icon, and trace

  • Edit driver sets: GCVs, servers, trace, and log level

  • Edit e-mail templates: collections, e-mail notification server, and all template content with token support

  • Edit Identity Vaults: credentials, administrator notes, and server list

  • Edit resources: name, type, icon, and administrator notes

  • Edit servers: name, context, host, DNs name, notes, and contact information

  • Properties view: column resizing, hierarchical groups, inline editors and editor launching, and support for simultaneously editing selected items

Policy Management

Policy Flow View
  • Reorder, add, and delete policies (Policy Script or XSLT)

  • Policy editor integration

  • View policy flow between an application and the Identity Vault

  • View Policy Set details in the Policy Set view

  • In the Outline view, view a hiearchical organization of policies in the Policy Set view

Filter Editor
  • Add classes and attributes

  • Copy the filter

  • Delete

  • Multiselect support

  • Keyboard support

  • Refresh the schema

  • Expand/collapse all

  • Configure default values

  • Create a home directory

  • Track member templates

  • Merge authority

  • Optimize modifications

  • Undo/redo

  • XML editor integration

Schema Map Editor
  • Add classes and attributes

  • Delete

  • Multiselect support

  • Keyboard support

  • Refresh the schema

  • Expand/collapse all

  • Non-class specific handling

  • Integrated XML editor

Policy Builder
  • Create and edit policy scripts

  • Define rules: conditions, actions, groups

  • Support for predefined rules

  • Emphasis on productivity

  • Nested inline editors

  • Keyboard support

  • Copy/paste within an editor and across editors

  • Drag and drop

  • Integrated Help

  • Policy creation wizards

  • Import/export

  • Namespace editing

  • Expand/collapse all

  • Reordering

  • Integrated e-mail templates

  • Integrated Global Configuration Values

  • Integrated schema

  • Various display preferences

  • Argument builder and token editor

  • Undo/redo

  • Validation

  • Integrated XML editor

Policy Simulation

  • Launch a simulation wizard from the Policy Flow view, policy editors, and the Policy Set view

  • Load sample input documents: user add, delete, query, modify, and association

  • Edit input documents by using an inline XML editor

  • Query document input

  • Render output documents

  • See the Metadirectory engine log of event processing

  • Clear logs

  • Select a policy set you want to simulate

  • Chain simulation from one policy to the next

Dataflow View and Editor

  • View the filters that allow the data to flow between all of the systems and the Identity Vaults

  • View how the passwords flow through the different systems

  • Add, delete and edit driver sets, drivers, filters and Identity Vaults from one location

  • Generate HTML reports of the data flow and password flow


  • Set up criteria that, once met, initiate an event to grant or revoke access to business resources

  • Use Role-Based entitlements (automated) and workflow provisioning entitlements (approval required)

  • Use the Entitlement Wizard graphical interface to create the types of entitlements that you can use

  • For a number of drivers, use preconfigurations that already contain entitlements

  • Manage entitlements by using either of two packages: iManager through Role-Based Entitlement Policies, or the User Application for workflow entitlements

E-Mail Notification Templates

  • Provide users with hints when they forget passwords

  • E-mail new passwords

  • Explain why a password wasn’t reset or didn’t synchronize

  • Add or import templates

  • Customize e-mail messages

Document Generator

  • Click a button and generate a PDF document of your project

  • Edit the content of the document: title, name, legal disclaimer, executive summary, and overview

  • Edit the Document Style (template) to format the style and content any way you want

  • Generate a linkable appendix and a table of contents

  • Generate graphical filter policy tables with a legend

  • Generate Policy Builder rule tables

  • Generate detailed information on all vaults, driver sets, drivers, and policies

  • Generate schema tables

  • Generate server configuration tables

  • Include model diagrams

  • Manage and view multiple styles in the Project view

  • Number pages

Directory Tools

  • Directory browser for selecting objects: filtered on type; switch to another vault

  • Import and deploy the schema to a directory or . sch file

  • Use available eDirectory™schemas for offline-from-scratch modeling

  • Manage schema attributes: add, rename, delete, set constraints, syntax, size, see what classes are used, define hierarchy, and specify mandatory/naming/optional attributes

  • Manage schema classes: add, rename, delete, set class flags, define hierarchy, specify mandatory/naming/optional attributes

  • Schema management filter to see only changes that you’ve made in a project

  • Remotely control desktop applications and resources

  • Launch and use iManager

  • Manage directory objects

Version Handling

  • Most Designer components are now sensitive to the version of Identity Manager that the piece of configuration is going to run on

  • Prevents incompatible configurations by adapting the UI to show only available features for theselected version.

  • The Add Server Wizard lets you specify the Identity Manager version. Easily change to another version.

  • Loads the Legacy Policy Builder loads if your Identity Manager version earlier than Identity Manager 3.5. Loads the new Policy Builder loads if your Identity Manager version is 3.5.

  • Warning or preventing deployment to a legacy server if an incompatible configuration is detected during import or deployment.

  • Driver configuration files report the minimum required engine version.

Project Converter

  • Is a framework of chained converters

  • Converts earlier projects to Identity Manager 3.5 formats

  • Provides a backup of an earlier project in case you need to use the earlier version

  • Launches automatically

Project Checker

  • Checks project for validity and completeness before deploying

  • In manual mode by default, but can be changed to run at every save

  • Checks whether global variables exist as GCVs when referenced from conditions or actions

2.3.2 Highly Productive Environment

The following help you be highly productive in your environment:

  • Rich-client environment: work in a highly productive rich-client environment, with a native look and feel

  • Disconnected mode: work well in a disconnected mobile environment when you’re “on the go”

  • Strong visual editors, minimal pop-ups, and well-synchronized views laid out to maximize productivity

  • Powerful window, view, perspective, and tool management

  • Reduction of steps to configure solutions

  • Wizards to help you get started and configure projects

  • Auto-creation of objects, auto-value, auto-connection, auto-layouts

  • Strong copy/paste within and across editors

  • Full keyboard support in all editors in a way that only a client can perform

  • Full undo/redo in most editors and views

  • Ability to scale the UI from basic to more advanced views

  • Ability to filter key views to see as much or as little as you need to see

  • Integrated XML editor with syntax highlighting, auto-suggest, and search and replace

  • Very efficient, compact, powerful, and productive off-line schema management tools

  • Value history on many fields to reduce typing

  • Many preferences and settings that tailor the UI to how you want to use the product

  • Logs and traces that are easy to access and view

  • Thorough contextual help and powerful searchable help system

  • Quick and very easy installation

  • Auto-Update

    Auto-update installation notifies you of any updates and easily pulls them in.

2.3.3 Tools for Developers

  • Easily add and model something not in the shipping version.

    For example, you can add your own applications, drivers, resources, and icons.

  • Configure Designer to use a different editor.

    Configure all file types (for example, .xml and .txt) to use your editor of choice. Eclipse-based editors work best, but you can also include various artifacts (for example, word processing documents and spreadsheets). The native editor is automatically integrated into Designer if the platform supports it.

  • Develop and debug in Java*.

    If you install Designer plug-ins into a full Eclipse install, you can do Java development and debugging, ANT, C#, and UML modeling, all in the same tool alongside Designer. This has particular value to Identity Manager driver writers (Java or C) who want the tools all together.

  • Use public APIs.

    Identity Manager uses fully published public Eclipse APIs, an underlying project data model that is consistent with open industry standards in its format, and published Eclipse extension points.

    Though not public yet, a strong set of APIs and extension points is being developed to make it easy to add your own integrated wizard, editor, process, view, menu, toolbar item, or help page. For the most part, you can use the public APIs and extension points that Eclipse already provides. We are further augmenting that with additional APIs and extension points, based on Eclipse standards, to give you more power and options.

    We use these APIs ourselves. Many internal developers are currently using them. When they are stable enough, they will be made public. We are not appending APIs as an afterthought, but building them in from the beginning. We fully support the open model, patterns, and API standards as outlined by Eclipse, rather than taking a proprietary approach.

    In the future, with an off-the-shelf Eclipse book and knowledge of our extension points, you should be able to contribute very rich content to Designer. You will have an abundance of books, resources, and forums in the Eclipse community to address most of your needs. Some developers are having success doing this now, even without access to our APIs.