Customizing the eGuide Interface and Usage

The following customization tasks are covered in this section:


Appearance

This section explains how to modify the customization settings, including the color scheme.


Changing General Customization Settings

  1. In the Administration utility, click General.

  2. Make the desired changes, then click Save.

    The following table contains information on each setting:

Setting Purpose

Current Theme

A theme consists of certain display settings that determine the layout and look and feel of the eGuide client. eGuide includes only the Default theme; however, you can use this theme as a template for creating your own. For details, see Adding a Skin or Theme.

Themes you create are added to the Current Theme drop-down list where you can select them.

NOTE:  You can change the colors used within the current theme by using the Colors feature. For details, see Changing a Color Scheme.

User Authentication Key

By default, the CN attribute is used as the user authentication key for the default User category in the first directory you configure. Change this selection if you want to use some other attribute (such as e-mail address) for logging in.

Home Page Link

Specify the URL of the page that you want displayed when users click the Custom Home Link icon in the eGuide client.

Enable Auto-Edit

Select to allow authenticated users and user administrators to directly access the Modify form when clicking a username in a search results list (instead of displaying the usual Details panel).


Changing a Color Scheme

This process explains how to change the colors used for various eGuide display elements.

  1. In the Administration utility, click Colors.

  2. Select a color scheme, then click Save.

HINT:  For details on downloading and installing additional color schemes and for instructions on how to create your own color scheme, see Adding a Skin or Theme.


Searches

To search in eGuide, users select one of three search filters (Category, Attribute, Search Constraint), enter the search term, and then click Search.

This section explains how to customize the advanced search settings and search results panel on the three search filters:


Category

The Category filter lists all defined categories. By default, the Find People label is displayed for the mandatory User category in the Category filter list. For categories you add to eGuide, the category name you specify becomes the default label displayed in the Category filter list.

To change the filter labels, use the Display Labels feature. For more information, see Editing Label Text.


Attributes

The Attribute search filter lets users select the attribute (such as Last Name or Department) they want to search on. This filter contains an alphabetized list of searchable attributes with one of the attributes selected by default. All attributes designated as Searchable in the Attributes page appear in the Attribute filter list.

To change what attributes appear in the list, change the attribute Searchable designations. For more information, see Editing LDAP Attributes.

To change the default search attribute:

  1. In the Administration utility, click Display Layout, click Edit (for the desired category), then click Search Form.

    If you receive an access error instead of the Search Form page, ensure that at least one attribute has been designated as Searchable in the category you are editing.

  2. Click the desired attribute, then click the up-arrow until the attribute is at the top of the list.

    IMPORTANT:  An attribute must be designated as both Enabled and Searchable in the Attributes page for it to be displayed in the Ordered Search Attributes box.

  3. Click Save.

    The order of the attributes does not affect the order they appear in the Attributes filter drop-down list; they are always listed alphabetically. However, the order does affect Advanced Search, as explained in Advanced Search Settings.


Advanced Search Settings

By default, all search settings (Starts With, Contains, Equals, etc.) are available for searches.

To remove or add a search constraint:

  1. In the Administration utility, click Search Properties.

  2. Click a search constraint, then click the appropriate arrow to move it to the other box.

    Search constraints in the Selected box appear in the Search Constraint filter and those in the Available box do not.

    The following table contains information about setting up additional search options:

Setting Purpose

Number of search rows

By default, a normal search contains one row of search criteria (Category, Attribute, and Search Constraint filters). You can add more rows to give users the option of doing an advanced search without selecting Advanced Search (the plus icon). In an advanced search, each successive search criteria row is connected to the previous row with a Boolean (AND, OR) operator.

To add rows to a normal search:

  1. In the Administration Utility, click Search Properties, then adjust the number for Default Search Rows.
  2. Click Save.

Advanced Search settings

By default, Advanced Search (accessed by clicking the plus icon) displays three search criteria rows.

To modify the number of Advanced Search rows:

  1. In the Administration utility, click Search Properties, then edit the number for Advanced Search rows.
  2. Click Save.

To change the default Attribute filter in each row:

  1. In the Administration utility, click Display Layout, click Edit (for the desired category), then click Search Form.
  2. Reorder the list by selecting attributes and moving them with the arrows.
  3. Click Save.

Search results panel display

IMPORTANT:  An attribute must be designated as Enabled in the Attributes page before you can select it as a column heading. For instructions on enabling attributes, see Editing LDAP Attributes.

  1. In the Administration utility, click Display Layout, click Edit (for the desired category), then click List Form.
  2. Select up to four attributes that you want displayed in each column of the Search Results panel.


Details Panel

The Details panel in the eGuide client consists of the Information page and the Organizational Chart tab. You can customize the information displayed in these pages.


Information Display

The Information tab of the Details panel displays an ordered list of attributes (First Name, Last Name, Department, Phone Number, etc.) whenever a user clicks a search result.

All attributes designated as Enabled in the Attributes page are displayed in the Information page. To change what attributes are displayed, change the enabled settings for those attributes. For more information, see Editing LDAP Attributes.

To change the order of attributes displayed in the Information page:

  1. In the Administration utility, click Display Layout, click Edit (for the desired category), then click Details Form.

  2. Click an attribute, then click the up-arrow or down-arrow to move it to the desired location in the list.

  3. After making the desired changes, click Save.


Organizational Chart Tab Display

Organizational (org) chart structure is controlled by the Manager and IsManager attributes. The distinguished name in a user's Manager attribute indicates who that user reports to. A True value in a user's IsManager attribute indicates that the user is a manager and activates the Reports To link (left-arrow icon) for traversing upward in the org chart from manager to manager.

By default, only a user's full name (created by combining the FirstName, MI, and SN attributes) and title (if available) is displayed in the org chart. In addition to the full name, you can display up to four additional attributes (only Title is selected by default) by doing the following:

  1. In the Administration utility, click Display Attributes, click Edit (for the desired category), then click Org Chart Form.

  2. Select the attributes you want displayed along with the user's full name.

    Only attributes designated as enabled in the Attributes page can be selected.

  3. Click Save.


Labels

You can customize the labels (text strings) associated with LDAP objects and attributes as well as the labels associated with general eGuide client presentation (field labels, buttons, messages, etc.). You can have a full set of labels, called a resource bundle, for each language you need to support in the eGuide client.


Adding a Language Resource Bundle

  1. In the Administration utility, click Display Labels, then click New.

  2. (Required) Type the standard two-character language code.

  3. (Optional) Type the standard two-character country code.

    IMPORTANT:  Do not specify a country code unless you definitely know that a user's browser can pass in that country code. The language and country codes you set here must exactly match the codes in the browsers of users for this particular language.

  4. Click Save.

When the eGuide client is launched, it checks the browser's language and country codes. It then uses the resource bundle with the matching codes, if available. Otherwise, it uses the U.S. English resource bundle.


Editing Label Text

  1. In the Administration utility, click Display Labels, then click Edit (for the desired resource bundle).

  2. Click Attribute Labels or General Labels.

  3. Make the desired changes.

  4. Click Save (at the bottom of the page).