4.5 Working with Org Chart relationships

The Org Chart Relationships node allows you to define hierarchical relationships between entities defined in the directory abstraction layer. The relationship can be between like entities (such as user/user) or unlike entities (such as user/device).

The following relationships are defined for the user application:

Group’s membership
Manager-Employee
User groups

To successfully deploy a relationship, all of the components (entities and attributes) of the relationship must already be deployed.

To create a new relationship:

You can create a new relationship in any of these ways:

From the Provisioning View:
- Select File>New>Provisioning. Choose Directory Abstraction Layer Relationship and click Next.
- Select the Org Chart Relationships node right-mouse, and choose Add.
From the directory abstraction layer editor:
- Click the Add Relationship button.
- Select the Org Chart Relationships node right-mouse and choose Add Relationship.
The New Relationship dialog displays.

NOTE:When launched from the File menu, the dialog contains fields not displayed when launched in either of the other ways.

Complete the panel as follows:

Field	What to do
Identity Manager Project and Provisioning Application	Make sure the correct Identity Manager project and Provisioning Applications are selected. NOTE:This field displays when you create relationships from the File menu.
Relationship Key	Type a unique value for the relationship key.
Display Label	Type the string that you want displayed any time the relationship is shown in the Identity Manager user interface.

Click Finish.

The relationship is created and its property sheet is opened for editing.

4.5.1 Relationship properties reference

Field	Description
Key	The read-only unique identifier for the relationship. HINT:You’ll specify this value in the Org Chart Portlet preference sheet.
Display Label	Specify a name to display when this relationship is referenced by other identity portlets. For example, this value is displayed when users click the Choose Org Chart icon from the Detail portlet. Click Localize to provide the translation for the display label text.
Parent entity	Choose an entity from the dropdown list. The entity that you choose becomes the parent object in the organization chart hierarchy. For example, in a Manager-Employee relationship, the Parent Entity would be User. For a Group-Member relationship, the Parent Entity would be Group. Directory abstraction layer requirements—The entities in this list are a subset of the entities defined in the directory abstraction layer. Parent entities must have the view access property selected (true)
Parent attribute	Choose an attribute from the dropdown list. This attribute is used to find matching child entities. When the value of this attribute matches a corresponding value on an attribute of the child entity (see Child attribute below), then a relationship can be established. Directory abstraction layer requirements—This list of attributes is populated using the selected Parent Entity’s attributes. It includes only the attributes defined as the DNLookup control type
Child entity	Choose the entity that will be the child object in the hierarchy. For instance in a Manager-Employee relationship it would be user. For an Employee-Resources relationship it would be Devices. This entity must contain the attribute that is related to the Parent attribute.
Child attribute	Choose the attribute that matches the Parent Attribute. This specifies the attribute on the child entity to use to find matching parent entities. When the value of this attribute matches a corresponding value on an attribute of the parent entity (see Parent Attribute above), then a relationship can be established.

NOTE:Dynamic groups are not fully supported by the Org Chart portlet. You cannot define a dynamic group as the Parent entity in a relationship, but you can define a dynamic group as the child entity in a relationship.

To delete a relationship:

Select the relationship you want to delete.
Right-mouse click and choose Delete.