The following customization tasks are covered in this section:
To change Novell eGuide's general customization settings, click General, make the desired changes, and then click Save. See the following table for details on each setting.
Table . General Settings
| 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 just the colors used within the current theme by using the Colors feature. For details, see Changing 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 |
Enter the URL of the page 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 normal Details panel). |
To change the colors used for various Novell eGuide display elements, click Colors, select a color scheme, and 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 .
Users perform searches in the Novell eGuide client by selecting three search filters, entering the text they want to search for, then clicking Search. The three search filters, in the form of drop-down lists, are Category, Attribute, and Search Constraint. The sections that follow explain how to customize certain aspects of each of these filters. You will also learn how to customize Advanced Search settings and the Search Results panel.
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 Novell eGuide, the category name you specify becomes the default label displayed in the Category filter list.
You can change Category filter labels using the Display Labels feature. For details, see Editing Label Text .
With the Attribute search filter, users select what attribute (such as Last Name or Department) they want to search on. The Attribute 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, simply change the attribute Searchable designations. For details, see Editing LDAP Attributes .
To change the default search attribute:
Click Display Layout > Edit (for the desired category) > Search Form.
HINT: If you receive an access error instead of the Search Form page, check to make sure that at least one attribute has been designated as Searchable in the category you are editing.
Click the desired attribute and 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.
Click Save.
NOTE: 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 .
By default, all search constraints (Starts With, Contains, Equals, etc.) are available for searches.
To remove a search constraint from the list or add one back on:
Click Search Properties.
Click a search constraint and 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.
By default, a normal search contains one row of search criteria (Category, Attribute, and Search Constraint filters). You can add one or more rows so users have the option of doing an advanced search without having to select 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:
Click Search Properties and then adjust the number for Default Search Rows.
Click Save.
By default, Advanced Search (accessed by clicking the plus icon) displays three search criteria rows.
To modify the number of Advanced Search rows:
Click Search Properties and then modify the number for Advanced Search Rows.
Click Save.
To change the default Attribute filter in each row:
Click Display Layout > Edit (for the desired category) > Search Form.
Reorder the list by selecting attributes and moving them with the arrows.
The first attribute in the list is the default search attribute in the first Advanced Search row, the second in the list appears in the second row, etc.
Click Save.
Click Display Layout > Edit (for the desired category) > List Form.
Select up to four attributes you want displayed in each column of the Search Results panel.
IMPORTANT: An attribute must be designated as Enabled in the Attributes page before you can select it as a column heading.
The Details panel in the Novell eGuide client consists of the Information tab and the Organizational Chart tab. You can customize the information displayed in both of these tabs.
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 tab. To change what attributes are displayed, simply change the Enabled settings for those attributes. For details, see Editing LDAP Attributes .
To change the order of attributes displayed in the Information tab:
Click Display Layout > Edit (for the desired category) > Details Form.
Click an attribute and then click the up-arrow or down-arrow to move it to the desired location in the list.
After making all the desired changes, click Save.
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:
Click Display Attributes > Edit (for the desired category) > Org Chart Form.
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.
Click Save.
You can customize the labels (text strings) associated with LDAP objects and attributes as well as the labels associated with general Novell 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.
Click Display Labels > New.
Enter the standard two-character language code (required).
Enter the standard two-character country code (optional).
IMPORTANT: Do not enter a country code unless you know for sure that a user's browser will pass in that country code. The language and country codes you set here must match exactly the codes in the browsers of users for this particular language.
Click Save.
When the Novell eGuide client is launched, it checks the browser's language and country codes and uses the resource bundle with the matching codes, if available. Otherwise, it uses the U.S. English resource bundle.
Click Display Labels > Edit (for the desired resource bundle).
Click Attribute Labels or General Labels.
Make the desired changes.
Click Save (at the bottom of the page).