Configuring iManager and eGuide

Before you configure management tools, be sure your browser meets minimum version requirements. To configure management tools, complete the steps in the following sections:


Running the iManager Configuration Wizard

The iManager Wizard extends the schema for Role-Based Services (RBS) and creates RBS objects. To run the wizard:

  1. Open a browser at the Web server, and launch iManager. Enter

    http://localhost/eMFrame/

  2. Authenticate to the Workforce Tree.

  3. At the Collection Information page, select the Organization object you created during eDirectory installation, such as YourOrganization container, then click Next.

  4. Select all modules in the Modules to Be Installed list.

  5. Specify the Workforce Tree as the Scope.

  6. Ensure that the Inheritable option is checked.

  7. Click Start to update the schema for Role-Based Services (RBS) and create RBS objects.

    This update may take a few minutes.

  8. When the update is finished and the Completed status shows on the page, click Close.

  9. Continue with the next section, Creating Novell Nsure Resources Objects .


Creating Novell Nsure Resources Objects

Default objects used by Nsure Resources are created by the Load Sample Objects Wizard. These objects must be created before you configure eGuide.

  1. If you are already authenticated to the Workforce Tree in iManager, skip to Step 3, otherwise, launch iManager from your Web browser. Enter,

    http://localhost/eMFrame/

  2. Authenticate to the Workforce Tree.

  3. Select DirXML Management > Load Sample Objects.

    This task creates the objects necessary to manage data exchange with Novell NsureTM Resources. These objects include

  4. At the Welcome page, select Load Sample Objects for Nsure Resources, then click Next.

  5. At the Container Name prompt, enter your top-level organization name, such as YourOrganization, then click Next.

    When you click Next, the Nsure Resources driver set is created, as well as container objects for users and group objects for employees and managers.

  6. Click Finish, then click the Exit button at the top of the page, and continue with the next section, Running the eGuide Quick Setup Wizard .


Running the eGuide Quick Setup Wizard

Before you can use eGuide, you must run the Quick Setup Wizard.

This wizard specifies the following defaults:

  1. At the Web server, enter the following URL in your browser:

    http://localhost/eGuide/admin/
    (case-sensitive)

    NOTE:  If the Quick Setup Wizard fails to start, you might need to modify the configuration of your Web server and/or servlet engine in order to make the eGuide application accessible. The configuration requirements vary depending on the specific Web server. Consult your Web server documentation for details. Be aware that you may need to restart your Web server and servlet engine after reconfiguring them.

  2. Click Quick Setup.

  3. At the Welcome page, click Next.

  4. Provide the following information for your LDAP Data Source, the Workforce Tree.

  5. Click Next.

  6. Provide the following Authentication Proxy Credentials using LDAP syntax, then click Next:

  7. Enter Admin in the Search for Username field, then click Search to assign an eGuide administrator.

  8. Move the Admin object from the Available list to the Selected list, click Next, then click Finished.

    The eGuide Administration utility is displayed.

  9. Under the Security heading, click Administration Roles.

  10. Click Edit for the Role Based Services (RBS) entry.

  11. Mark Enable RBS, then click Save.

  12. When the Modification Successful message is displayed, click LDAP Data Sources under the Configuration heading.

  13. For the Workforce Tree data source, click Edit.

  14. In the Search root field, enter
    ou=Active,ou=Users,o=YourOrganization

    This limits eGuide searches initiated by users in the Active container to objects in the Active container.

  15. Click Save at the bottom of the page, then continue with the next section, Setting up eGuide Roles in iManager .

    Now Roles and Tasks can be used with eDirectory.


Setting up eGuide Roles in iManager

Novell eGuide allows users to locate information about other users as well as to update their own information. To make eGuide information available to users in the Active container, set up eGuide Roles in iManager as follows.

  1. Launch iManager. Enter

    http://localhost/eMFrame/

  2. Authenticate to the Workforce Tree.

  3. Click the Configure icon at the top of the page.

  4. Click Role Configuration > Modify eGuide Roles.

  5. Configure the Attributes Edit role.

    1. Click Modify members.

    2. In the Name field, enter Active.Users.YourOrganization.

      This role setting allows users in the Active container to modify all attributes associated with this role, including phone numbers for their mobile phone, home phone, and pager.

    3. Click Add > Ok > Ok.

  6. Configure the Attributes View role.

    1. Click Modify members.

    2. In the Name field, enter Active.Users.YourOrganization.

    3. In the Scope field, enter Active.Users.YourOrganization.

      This role setting allows users in the Active container to view all attributes associated with this role for themselves and others in this container.

    4. Click Add > Ok > Ok.

    eGuide is ready for use by users whose object data is generated by Nsure Resources.

  7. Exit eGuide and continue with the next section, Preparing the Lab for Novell Nsure Resources .