8.5 The Outline View

The Outline view provides an outline of the active editor. The contents vary, depending on the editor.

8.5.1 Viewing Contents of the Active Editor: The Outline View

Typically, the Outline tab displays next to the Project tab or the Navigator tab. If it isn’t visible, click Window > Show View > Outline.

Figure 8-14 An Outline Tab and View

8.5.2 Tasks You Can Perform in the Outline View

Right-click any of the tabs in the Project Group View to perform the functions explained in Section 8.4.2, Tasks You Can Perform from the Project View. There are also some icons to the right of the Outline tab. With the Outline tab selected, you see the following icons:

Figure 8-15 Outline Tab Icons

Table 8-5 Outline Tab Icons (from Left to Right)

Icon Name

Description

Show Model Outline

The default. Shows the project’s outline in the Outline tab.

Show Thumbnail of Modeler

Shows a thumbnail of what you see in the Modeler view.

Show Policy Flow

With a driver selected in the Outline view, click this icon to see a working model of that driver’s policy flow. By clicking any item in the Policy Flow modeler, you can see the policies that have been created at that level. For more information about policies, see Policies in Designer 2.1 .

Expand Selected Elements (+)

Allows you to see anything under the item that you have selected. For example, in the Outline view, selecting the project name and clicking this icon shows all items in the project. Select a driver and click this icon to expand all of the items associated with that driver.

Collapse Selected Elements (-)

Allows you to collapse all of the items that you have selected. For example, in the Outline view, selecting the project name and clicking this icon collapses all items to show only the project name. Select a driver and click this icon to collapse all of the items associated with that driver.

Filter

By enabling the Filter icon, you can select which items you want to see in the Outline tab. The filters include the Identity Vault, Server, Driver Set, Driver, Publisher, Subscriber, Policy, Entitlement, Application, Email Notification Template, and Design Elements.

For example, you can filter the entitlements out of the outline view by clicking the filter and deselecting the Entitlement check box. This hides the entitlement objects from the Outline view. You can still add and edit entitlements in the Modeler view if this filter is enabled.

For the E-mail Notification Template selections, Designer reads the machine’s locale settings to determine which e-mail templates to display. If you want to see e-mail templates in other languages, click the Filter icon and select the languages.

Minimize/Maximize

Minimize allows you to collapse the selected tab’s view, while Maximize restores the collapsed pane to its normal size.

8.5.3 The Outline View Tab

What you see when you click the Outline tab depends on what is open. Below is an open Outline tab showing most of the items you can see under a project. As you select an item (or items) in the Outline view, the selection is also made in the Modeler. If the item in the Modeler isn’t visible, it automatically scrolls into view.

As items are added or removed in the Modeler, they are automatically added to the Outline view. To undo that operation from this view, right-click and select Undo or Redo.

Figure 8-16 Items You Can See under a Project

Table 8-6 Items You Can See under a Project

Icon Name

Description

Project Name

The name of the project when you create it. This is the name of the project stored in the \workspace\project name directory. Right-click the project name to do the following:

  • Under New, you can add an application, a Domain Group, or an Identity Vault.

  • Document the project.

  • Through the Live option, you can import a driver set from the Identity Vault.

  • Delete the project.

  • See the Properties window associated with this object.

Identity Vault

An Identity Vault represents the eDirectory™ tree that has Identity Manager installed on it. Right-click the Identity Vault to perform the following:

  • Under New, you can add a driver set, a library, or a server object to the project.

  • Manage Identity Vault schema.

  • Generate documentation on the Identity Vault.

  • Import schemas from a file.

  • Export the Identity Vault configuration and schema to a file.

  • Under Live:

    • Import a driver set from eDirectory

    • Deploy the Identity Vault

    • Compare all driver sets

    • Import and deploy schema

    • Open iManager

    • Browse the Identity Vault

    • Start, stop, and restart drivers, as well as show their status

  • Delete the Identity Vault.

  • See the Properties window associated with this object.

Domain Group

Domain groups allow you to group projects into granular portions. Right-click the Domain object to perform the following:

  • Under New, you can add an application, a Domain Group, or an Identity Vault.

  • Generate documentation on the Domain.

  • Export driver sets to a configuration file.

  • Under Live, you can Import from the Identity Vault.

  • Delete the Domain Group.

  • See the Properties window associated with this object.

If you select Document this Group, your generated document filters items that are outside the Domain Group. Drivers bordering the domain are included in the document.

Library

The Library object is a repository of commonly used policies that can be referenced from multiple locations. You can place a policy in the library that every driver in the driver set can reference. Right-click the Library object to perform the following:

  • Under New, you can add the following policy types:

    • Credential application

    • Credential repository

    • DirXML® Script

    • ECMAScript

    • Mapping Table

    • Resource

    • Schema Map

    • XSLT

    • Add a policy from a copy

  • Export the library to a configuration file.

  • Under Live, you can:

    • Import a policy

    • Delete a policy

    • Compare a policy

  • Delete the Library object.

  • See the Properties window associated with this object.

Server Object

The Server object is the server in the tree where you have Identity Manager installed. Right-click the Server object to perform the following:

  • Delete the Server object.

  • See the Properties window associated with this object.

Driver Set

The driver set is a collection of Identity Manager drivers that are stored in a single location. Right-click the driver set to perform the following:

  • Under New, you can create a new driver, a job, or a library.

  • Copy the driver set settings and global configuration values.

  • Generate documentation on the driver set.

  • Import a driver configuration to a file.

  • Export the driver set to a configuration file.

  • Under Live:

    • Import a driver

    • Deploy a driver set

    • Compare the driver set in Designer to a deployed driver set in the Identity Vault

    • Import and deploy driver set configuration attributes

    • Start, stop, and restart drivers, as well as show their status

  • Delete the driver set.

  • See the Properties window associated with this object.

If you select Document Selection, your generated document filters most items that are outside the driver set. Child objects are also included and parent objects are included in the document for perspective purposes.

Driver Object

A Driver object is a collection of channels, policies, rules, and filters that connect an application to an eDirectory tree running Identity Manager. Each driver performs different tasks. Policies, rules, and filters tell the driver how to manipulate the data to perform those tasks. Right-click the Driver object to do the following:

  • Under New, you can add the following policy types:

    • Credential application

    • Credential repository

    • DirXML Script

    • ECMAScript

    • Entitlement

    • Job

    • Mapping Table

    • Resource

    • Schema Map

    • XSLT

    • Add a policy from a copy

  • Copy driver settings or server-specific driver settings.

  • Show the dataflow view.

  • Simulate policy transformation.

  • Show the driver’s policy sets.

  • Run the Driver Configuration Wizard.

  • Synchronize passwords to an associated server.

  • Manage application schema.

  • Generate documentation for this driver.

  • Export the driver to a configuration file.

  • Copy server-specific data between servers. To do this, you must have more than one server associated with the driver set. You can add a server to a driver set by going into the Driver Set Properties page. The replica data that you can copy includes:

    • Global configuration values

    • Named passwords

    • Driver authentication information

    • Driver startup option

    • Driver parameters

Driver Object, Continued.

Right-click the Driver object to perform the following:

  • Under Live:

    • Import a driver

    • Deploy a driver

    • Compare the driver in Designer to a deployed driver in the Identity Vault

    • Import and deploy driver configuration attributes

    • Start, stop, and restart drivers, as well as show their status

    • Set up driver security

  • Delete the Driver object.

  • See the Properties window associated with this object.

If you select Document Selection, your generated document will filter most items that are outside the driver. Child objects are also included and parent objects are included in the document for perspective purposes.

Publisher Channel

A channel is a combination of rules and policies, and Designer allows you to import a channel instead of the entire driver. The Subscriber and Publisher channels describe the direction in which the information flows.

The Publisher channel takes the event from the application, database, csv file, etc., and sends that event to the Identity Vault. Channel events do not need to be corresponding.

Right-click the Publisher or Subscriber channel to perform the following:

  • Under New, you can add the following policy types:

    • Credential application

    • Credential repository

    • DirXML Script

    • ECMAScript

    • Mapping Table

    • Resource

    • Schema Map

    • XSLT

    • Add a policy from a copy

  • Run the Simulate Policy Transformation program on the channel to ensure that it is working correctly.

  • Export the Channel configuration to a file.

  • Under Live:

    • Import objects into a driver

    • Import a policy

    • Deploy a channel

    • Compare the channel in Designer to a deployed driver channel in an Identity Vault

  • See the Properties window associated with this object.

Subscriber Channel

A channel is a combination of rules and policies, and Designer allows you to import a channel instead of the entire driver. The Subscriber channel takes the event from the Identity Vault and sends that event to whatever the receiving system is (application, database, CSV file, etc.). (See Publisher Channel for right-click actions.)

Policy

A policy is a collection of rules and arguments that allow you to configure an application to send or receive events to or from eDirectory. You use policies to manipulate the data you receive from eDirectory or from the application. Each driver performs different tasks, and policies tell the driver how to manipulate the data to perform those tasks.

Right-click the Policy object to perform the following:

  • Edit, duplicate, save as, and delete the Policy object.

  • Run the Simulate Policy Transformation program on the policy to ensure that it is working correctly.

  • Export a policy configuration to a file.

  • Under Live:

    • Deploy a policy

    • Compare the policy in Designer to a deployed driver or channel policy in an Identity Vault

  • Delete a policy.

  • See the Properties window associated with this object.

Overlay Icons

Overlay icons have a symbol overlay in one of the corners to signify that the object is in a certain state. For example, the policy icon to the left signifies that the policy does not belong to a policy set. An application icon with an overlay signifies that there are more than one driver connected to the application. A driver set icon with a server overlay signifies that the driver set is connected to an Identity Manager server.

Overlay icons can be informational, warnings, or they can signify errors. In the Compare window, overlay icons tell you whether the object is on the server or is in Designer.

Schema Mapping

Schema Mapping allows Identity Manager to synchronize information to the connected system without changing the connected system. Schema translates all classes and attributes for the connected system.

Right-click the Schema Mapping object to perform the following:

  • Edit, copy, save as, and delete the Schema Mapping object.

  • Run the Simulate Policy Transformation program on the object to ensure that it is working correctly.

  • Export a Schema Mapping policy configuration to an XML file.

  • Under Live:

    • Deploy a policy

    • Compare the policy in Designer to a deployed driver or channel policy in an Identity Vault

  • Delete the object.

  • See the Properties window associated with this object.

Resource Objects

Resource objects include Application SSO objects and Repository SSO objects. Double-clicking a resource object brings up the object in an editor.

Right-click the Resource object to perform the following:

  • Edit, duplicate, save as, and delete the Resource object.

  • Export a Resource policy configuration to a file.

  • Under Live:

    • Deploy a Resource policy

    • Compare the policy in Designer to a deployed driver or channel policy in an Identity Vault

  • Delete the object.

  • See the Properties window associated with this object.

XSLT

XSLT represents XSLT style sheets, which are used instead of the DirXML Script.

Right-click the XSLT object to perform the following:

  • Edit, duplicate, save as, and delete the object.

  • Run the Simulate Policy Transformation program on the style sheet to ensure that it is working correctly.

  • Export an XSLT style sheet configuration to an XML file.

  • Under Live:

    • Deploy the style sheet

    • Compare the style sheet in Designer to a deployed driver or channel style sheet in an Identity Vault

  • Delete the object.

  • See the Properties window associated with this object.

Filter

Filter allows the objects to be sent. It’s the gatekeeper that restricts the objects (groups, users, and the attributes associated with them) that can be sent to and from an Identity Vault.

Right-click the Filter object to perform the following:

  • Edit, and save the object.

  • Run the Simulate Policy Transformation program on the filter to ensure that it is working correctly.

  • Export a filter configuration to an XML file.

  • Under Live, you can deploy the filter into an existing eDirectory tree.

  • Clear the Filter object.

Application Object

The Application object represents a connected system, whether that system is a database, an application, or CSV files.

Right-click the Application object to do the following:

  • Show the dataflow view.

  • Manage application schema

  • Set up remote control through VNC connectivity.

  • Generate documentation on the application object.

  • Under Driver, you can manage application schemas, deploy the driver, and set up driver security.

  • Delete the object.

  • Under Distribute, you can select Horizontal or Vertical.

  • If this is an eDir-to-eDir connection, under Live, you can create eDir-to-eDir certificates if this is an eDir-to-eDir connection.

  • If this is an eDir-to-eDir connection, you can configure the connections for SSL/TLS activation.

  • See the Properties window associated with this object.

If you select Document Selection, your generated document filters most items that are outside the driver. The driver object is also included and parent objects above the driver object are included in the document for perspective purposes.

Entitlement Object

The Entitlement object represents an entitlement assigned to the Subscriber channel.

Right-click the Entitlement object to perform the following:

  • Edit, copy, and save the object.

  • Export an entitlement configuration to an XML file.

  • Under Live:

    • Deploy the entitlement

    • Compare the entitlement in Designer to a deployed entitlement in an Identity Vault

  • Delete the object.

Job Object

The Job object represents a job that you can schedule to run either immediately or at a later date. Designer presently ships with three job types: Random Password Generator, Schedule Driver, and Subscriber Channel Trigger. You can also have custom jobs.

Right-click the Job object to perform the following:

  • Edit the job object.

  • Export a job configuration to an XML file.

  • Under Live:

    • Deploy the job

    • Compare the job in Designer to a deployed job in an Identity Vault

  • Delete the object.

  • See the Properties window associated with this object.

ECMAScript Object

The ECMAScript object represents an ECMAScript assigned to the Subscriber Channel.

Right-click the ECMAScript object to perform the following:

  • Edit, copy, and save the object.

  • Export an ECMAScript configuration to an XML file.

  • Under Live:

    • Deploy the ECMAScript

    • Compare the ECMAScript in Designer to a deployed ECMAScript in an Identity Vault

  • Delete the object.

  • See the Properties window associated with this object.

Mapping Table Object

The Mapping Table object represents a Mapping Table assigned to the driver.

Right-click the Mapping Table object to perform the following:

  • Edit, copy, and save the object.

  • Export a Mapping Table configuration to an XML file.

  • Under Live:

    • Deploy the Mapping Table

    • Compare the Mapping Table in Designer to a deployed Mapping Table in an Identity Vault

  • Delete the object.

  • See the Properties window associated with this object.

User Application Object

The User Application object allows you to manage workflow provisioning. Right-click the User Application object to perform the following:

  • Show the Dataflow view.

  • Manage application schemas.

  • Set up remote control through VNC connectivity.

  • Generate documentation for the User Application.

  • Under Driver:

    • Manage application schemas

    • Deploy the User Application object

    • Set up driver security

  • Delete the User Application object.

  • Under Localize:

    • Export localization data

    • Import localization files

  • Under Distribute, you can select Horizontal or Vertical.

  • Migrate the User Application object.

  • Import the User Application object from a file.

  • Export the User Application object to a file.

  • Deploy the User Application object to an Identity Vault.

  • Compare the User Application object in Designer to a deployed User Application object in an Identity Vault.

  • Import the User Application object from an Identity Vault.

  • Validate the User Application object.

  • Show the Provisioning view.

  • See the Properties window associated with this object.

Default Notification Collection

Placeholder for all notification templates.

Right-click the Notification Collection object to perform the following:

  • Create a new notification template.

  • Edit Filter. (If you want to see e-mail templates in other languages, click this option and select the languages.)

  • Import a notification template from a file.

  • Update templates.

  • Under Live:

    • Import an e-mail template from an Identity Vault

    • Deploy e-mail templates

    • Compare the Notification Collection in Designer to a deployed Notification Collection in an Identity Vault

  • See the Properties window associated with this object.

Notification Object

A notification template.

Right-click the Notification object to perform the following:

  • Edit, copy, or save a template.

  • Under Live:

    • Deploy e-mail templates

    • Compare the Notification object in Designer to a deployed Notification object in an Identity Vault

  • Delete a template.

  • See the Properties window associated with this object.