Option Pack › Managing Accounts and Endpoints › Create an Account Screen

Create an Account Screen

After you acquire a new endpoint type, create an account screen to manage the endpoint accounts.

Note: Editing the account screens is possible using the Identity Manager Modify Admin Task feature, but this only allows cosmetic changes to the screens, such as attribute display names, order, or HTML additions. To make other changes, such as adding a new value to an attribute, delete the generated task and recreate it.

To create an account screen

1. Go to Option Pack, Account Management, Create Account Screen.
2. Create the task by filling in the following fields:
   • Task Name

     Specifies the name that appears in the User Console on the left sidebar.

   • Endpoint Type

     Defines the new endpoint type. This endpoint type must be acquired.

3. Select the endpoint you want to manage in the account screen by choosing the attribute and filling in the following fields:
   • Style

     Defines how the field appears in the account screen. Possible values are as follows:

     • Free text—the user can type any value. No predefined value available.
     • Dropdown—based on Value source, a drop-down list appears (only one value can be selected).
     • Filtered Dropdown—same as Dropdown, but the user can apply a selected filter to avoid many values to appear in the drop-down (acts like a search).
     • Single selection—same as Dropdown, but all values are visible.
     • Filtered Single selection—same as Single selection, but the user can apply a selected filter to avoid many values to appear in the drop-down (acts like a search).
   • Value source

     Defines how the selected value's attribute is populated in the account screen. Possible values are as follows:

     • No list—no predefined values.
     • Provisioning server—the list of available values is taken directly from the endpoint. For example, Active Directory groups are selected from the Active Directory domain automatically.
     • User defined—a static list of predefined values. You can define a display name and a stored name. The format is stored value;displayed value, such as cn=telnet,cn=users,dc=ca,dc=corp;Telnet Access

       Note: The screen created is different if the attribute is single-valued or multi-valued.

4. Click Apply.
5. Repeat Steps 3 and 4 for each endpoint account attribute you want to manage.
6. When you have finished adding attributes to manage, click Save.

   Wait until Save finished successfully appears. This may take a few minutes.

7. Restart your application server.

   The new task is added to the Option Pack Administrator role.