7.4 Editing Items

7.4.1 Editing within the Dataflow Editor

As a convenience, you can edit many items within the Dataflow editor. This capability turns the Dataflow editor into a full project editor that allows you to have all the tools you need in one place. You can edit Identity Vault properties, classes, attributes, drivers, and applications.

Identity Vault Properties

Access the Identity Vault’s properties pages by doing one of the following:

  • Double-click the Identity Vault.

  • Select the Identity Vault, then press Enter.

  • Right-click the Identity Vault, then select Properties.

    Figure 7-22 The Properties Option

Classes and Attributes

Launch the Manage Schema tool by doing one of the following:

  • Double-click the class or attribute.

  • Select the class or attribute, then press Enter.

  • Right-click the class or attribute, then select Edit Schema.

This tool enables you to modify classes and attributes. For more information, see Section 6.0, Managing the Schema.

Figure 7-23 The Edit Schema Option

Drivers

To access the driver’s property pages, click the driver name below the application name.

Figure 7-24 Location of a Driver Name

Applications

Access the properties pages for the application by doing one of the following:

  • Double-click the application.

  • Select the application, then press Enter.

  • Right-click the application, then select Properties.

    Figure 7-25 The Properties Option for an Application

7.4.2 Editing Non-Filter Attributes

The directional flow of these attributes is edited in the same way as other attributes. Right-click the arrows and select Publish, Subscribe, Ignore, Reset, or Remove from Filter.

Reset means that you have the value reset under certain conditions. The attribute might be in a policy filter, but in addition, you might have some manual logic that resets the value. Occasionally, resets by manual logic occur in production environments.

7.4.3 Managing Schema

To import, deploy, and edit the schema in the Dataflow editor, right-click an Identity Vault. All schema changes made outside of this editor are synchronized. For more information, see Section 6.0, Managing the Schema.

Figure 7-26 The Manage Schema Option

7.4.4 Removing a Flow

If a particular flow (Publisher or Subscriber channel) is not defined in the policy filter’s XML, a red X replaces the Publisher or Subscriber channel arrow. This means that it’s not in the policy and there will be no flow. This scenario is essentially the same as an Ignore Flow icon, which is an empty white arrow. However, the distinction is useful so that you know what is actually in your policy’s XML.

To remove the flow from the XML:

  1. Right-click the Publisher or Subscriber channel icon.

  2. Select Remove from Filter.

    The Removing from Filter menu option

    If a class or attribute is marked to be removed on both channels and nothing references it, Designer removes it from the Dataflow editor’s table.

7.4.5 Changing How Data Flows

To change the way data flows, right-click the arrow that displays the dataflow, then select the option that you want.

When you right-click the arrow that displays the dataflow for an attribute, you are presented with five options, as shown below:

  • Ignore

  • Notify

  • Subscribe/Publish

  • Reset

  • Remove from Filter

The functionality for these options changes depending on whether you have selected the left (Publisher) channel or the right (Subscriber channel).

For the Publisher Channel:

  • Ignore - App’s Changes instructs the Identity Vault to ignore changes made in the application.

  • Notify - Vault of App’s Changes notifies the Identity Vault about changes made in the application.

  • Publish - App’s Changes to Vault transfers the changes made to the application into the Identity Vault.

  • Reset - Changes in Vault Not Made by App resets the changes in the Identity Vault that were not made by the application.

  • Remove from Filter removes the flow from the XML.

For the Subscriber Channel:

Figure 7-27 Subscriber Channel Options

  • Ignore - Vault’s Changes instructs the application to ignore changes made in the Identity Vault.

  • Notify - App of Vault’s Changes notifies the application about changes made in the Identity Vault.

  • Subscribe - Vault’s Changes to App transfers the changes made to the Identity Vault into the application.

  • Reset - Changes in the App Not Made by Vault resets the changes in the application that were not made by the Identity Vault.

  • Remove from Filter removes the flow from the XML.

When you right-click the arrow that displays the dataflow for a class, you are presented with three options, as shown below:

Figure 7-28 Changing the Publisher Flow

  • Ignore

  • Publish/Subscribe

  • Remove from Filter

The Reset and Notify options are only available when you select an application.