3.1 Basic Tasks

This section lists basic tasks for creating a model after you have created a project.

  1. In Designer, select a project.

    If your project doesn’t appear in the Modeler, open the Project view (Window > Show View > Project), expand the project, then double-click System Model.

  2. Drag an Identity Vault object from the palette to the Modeler.

    When you create an Identity Vault or server in Designer 3, the default Identity Manager engine version is 3.6. Designer assumes that the Identity Vault has 3.6 capabilities. You can successfully deploy and run 3.6 projects only on Identity Manager 3.6 servers.

    You can easily change the engine version by selecting a version from the Server DN field. However, selecting earlier engine versions takes out any later version capabilities and features from within Designer.

    Before you deploy a project, you must associate a server with the Identity Vault. You do this through the Identity Vault properties. See Section 4.3, Configuring Identity Vaults.

    You can add multiple Identity Vaults.

  3. Configure a driver set.

    Each Identity Vault contains a driver set. See Section 4.5, Configuring Driver Sets.

  4. Add applications.

    Drag applications from the palette to the Modeler view. See Section 4.11, Configuring Application Properties.

  5. Configure drivers.

    Driver connections are automatically drawn between the application and the driver set. See Section 4.7, Configuring Drivers.

  6. Develop and customize your model.

    Develop according to what you planned in Planning Identity Solutions in the Understanding Designer for Identity Manager.

  7. Save your model (design).

    Do one of the following:

    • From the main menu, select File > Save (or Save All).

    • From the main menu, select File > Close > Yes.

    • Click the X in the Modeler’s tab, then select Yes.