4.2 Editing your information

My Profile provides an editing page that you can switch to when you want to make changes.

Note that some values may not be editable (maybe even all of them). These values appear on the editing page as read-only text or as links. If you have questions about what you’re authorized to edit, consult your system administrator.

To edit your information:

  1. Click the Edit Your Information link at the top of the My Profile page.

  2. When the editing page displays, make your changes as needed.

    While making changes, you need to know about the following topics (discussed later in this section):

  3. When you’re done editing, click Save Changes, then Return.

4.2.1 Hiding information

Hiding a piece of your information hides it from everyone using the Identity Manager user interface, except you and the system administrator.

To hide a piece of information:

  1. On the editing page, find an item that you want to hide.

  2. Select the Hide check box to the left of that item.

    NOTE:The Hide check box may be disabled for some items so you can’t select it. It’s up to the system administrator to enable this feature for specific items.

4.2.2 Using the editing buttons

The editing page provides several buttons you can use while making changes:

Button

What it does

Looks up a value to use in an entry

Displays a History list of values used in an entry

Displays a Calendar to pick a time to use in an entry (in date-time or date-only format)

Resets the value of an entry

Adds a new entry

Deletes an existing entry and its value

Lets you edit (specify and display) an image

The following procedures tell you more about using some of these editing buttons.

To look up a user:

  1. Click the Lookup button to the right of an entry (for which you want to look up a user):

    Description: illustration

    The Lookup page displays:

    Description: illustration
  2. Specify search criteria for the user you want:

    1. Use the dropdown list to choose whether the search is by First Name or Last Name.

    2. In the textbox next to the dropdown, type all or part of the name to search for.

      The search will find every name that begins with the text you type. It is not case-sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

      For instance, all of the following examples will find the first name Chip:

      Chip
      chip
      c
      c*
      *p
      *h*
      

      NOTE:A manager lookup will search only for users who are managers. A task-manager lookup will search only for users who are task managers.

  3. Click Search.

    The Lookup page displays your search results:

    Description: illustration

    If you see a list of users that includes the one you want, go to Step 4. Otherwise, go back to Step 2.

    HINT:You can sort the search results in ascending or descending order by clicking the column headings.

  4. Select the user you want from the list.

    The Lookup page closes and inserts the name of that user into the appropriate entry on the editing page.

To look up a group or task group:

  1. Click the Lookup button to the right of an entry (for which you want to look up a group or task group):

    Description: illustration

    The Lookup page displays:

    Description: illustration
  2. Specify search criteria for the group or task group you want:

    1. In the dropdown list, your only choice is to search by Description.

    2. In the textbox next to the dropdown, type all or part of the description to search for.

      The search will find every description that begins with the text you type. It is not case-sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

      For instance, all of the following examples will find the description Marketing:

      Marketing
      marketing
      m
      m*
      *g
      *k*
      

      NOTE:A group lookup will search for groups and task groups. But a task-group lookup will search only for task groups.

  3. Click Search.

    The Lookup page displays your search results:

    Description: illustration

    If you see a list of groups or task groups that includes the one you want, go to Step 4. Otherwise, go back to Step 2.

    HINT:You can sort the search results in ascending or descending order by clicking the column heading.

  4. Select the group or task group you want from the list.

    The Lookup page closes and inserts the description of that group or task group into the appropriate entry on the editing page.

To use the History list:

  1. Click the History button to the right of an entry (whose previous values you want to see):

    Description: illustration

    The History list displays, with values in alphabetical order:

    Description: illustration
  2. Do one of the following:

    If you want to

    Do this

    Pick from the History list

    Select a value that you want from the list.

    The History list closes and inserts that value into the appropriate entry on the editing page.

    Clear the History list

    Click Clear History.

    The History list closes and flushes its values for this entry. Clearing the History list does not change the current value of the entry on the editing page.

To use the Calendar:

  1. Click the Calendar button to the right of an entry (for which you want to pick a time):

    Description: illustration

    The Calendar displays:

    Description: illustration
  2. To specify a year, month, and day:

    1. At the top of the Calendar, use the << and >> buttons to scroll to the year and month you want.

    2. Select the day you want in that month.

  3. To specify an hour and minute:

    1. At the bottom of the Calendar, use the << and >> buttons to scroll to the hour you want.

    2. Use the < and > buttons to scroll to the minute you want.

    3. Click OK.

      The Calendar closes and inserts the specified time into the appropriate entry on the editing page.

4.2.3 Editing an image

Editing your information may involve adding, replacing, or displaying an image.

To add, replace, or display an image:

  1. On the editing page, find an item that has a button labeled add image or edit or view image:

    Description: illustration
  2. Click that button to display the File Upload page:

    Description: illustration

    If this item already has an image, that image displays here (as shown above).

  3. To add an image or to replace the current one:

    1. Click Browse and select an appropriate image file (such as a GIF or JPG).

    2. Click Save to upload the selected image file to the server.

  4. Click Close to return to the editing page.