Student Guide - Oracle Identity Manager 11g Essentials Activity Guide

Practices for Lesson 3 • Starting Oracle WebLogic Server the Administration server • Starting two servers managed by Oracle WebLogic Server: Oracle Identity Manager Server and Oracle SO

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Oracle Identity Manager 11g:

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Disclaimer

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Authors

Robert LaVallie, Terri Cantor

Technical Contributors and Reviewers

Eswar Vandanapu, Raj Kuchi, Rajesh Bhabu, Sri Subramanian, Gopal Kumarappan, Mario Lim, Ajay Keni, Brad Donison, Ashok Maram, Bitan Biswas, Amol Dharmadhikari, Abhishek Sharma, Semyon Shulman, Viresh Garg, Sid Choudhury, Javed Beg, Jatan Rajvanshi, Sidhartha Das, Ashutosh Pitre, Shyam Narayan Singh, Sanjay Rallapalli, Srinivas Marni, Debapriya Datta, Alexandre Babeanu, Don Biasotti, Gururaj B.S

This book was published using: Oracle Tutor

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Table of Contents

Practices for Lesson 1 1-1

Practices for Lesson 1 1-2

Practices for Lesson 3 3-2 Practice 3-1: Start Oracle WebLogic Server 3-3 Practice 3-2: Start Oracle Identity Manager Server and Oracle SOA Server 3-6 Practice 3-3: Launch the Oracle SOA and Oracle Identity Manager Administration Consoles 3-11 Practice 3-4: Navigate the Oracle Identity Manager Administrative and User Console 3-17 Practice 3-5: Launch and Navigate the Oracle Identity Manager Design Console 3-25

Practices for Lesson 5 5-2 Practice 5-1: Create Organizations 5-3 Practice 5-2: Create Suborganizations 5-7 Practice 5-3: Create Users 5-10 Practice 5-4: Create a Role Category 5-16 Practice 5-5: Create Roles 5-18 Practice 5-6: Assign Users to Roles 5-24 Practice 5-7: Use the Bulk Load Utility to Import a Role Category into Oracle Identity Manager 5-31 Practice 5-8: Use the Bulk Load Utility to Import Users into Oracle Identity Manager 5-39 Practice 5-9: Use the Bulk Load Utility to Import and Assign Roles in Oracle Identity Manager 5-45 Practice 5-10: Use the Bulk Load Utility to Assign Users to Roles in Oracle Identity Manager 5-49

Practices for Lesson 6 6-2 Practice 6-1: Copy Connector and External Code Files 6-3 Practice 6-2: Configure Oracle Identity Manager Server 6-7 Practice 6-3: Import an Oracle Identity Manager Connector 6-11 Practice 6-4: Define an IT Resource 6-18 Practice 6-5: Create a User 6-28 Practice 6-6: Assign the Connector to a User 6-29 Practice 6-7: Complete the Custom Process Form 6-33 Practice 6-8: Access the Resource 6-38

Practices for Lesson 7 7-2 Practice 7-1: Configure the Resource Object 7-3 Practice 7-2: Create an Auto Membership Rule 7-5 Practice 7-3: Assign an Auto Membership Rule to a Role 7-8 Practice 7-4: Create an Access Policy 7-12 Practice 7-5: Create a User 7-17

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Oracle Identity Manager 11g: Essentials Table of Contents

ii

Practice 7-10: Provision a Resource to a User 7-34 Practice 7-11: Access the Resource 7-44

Practices for Lesson 8 8-2 Practice 8-1: Create Prerequisite Organizations, Role Categories, and Roles 8-3 Practice 8-2: Configuring the JDeveloper Environment 8-6 Practice 8-3: Deploy and Register Custom SOA Composites 8-24 Practice 8-4: Import the iPlanet User Resource Request Dataset 8-40 Practice 8-5: Configure Sun Java System Directory Server Group and Role 8-45 Practice 8-6: Update Lookup Definitions 8-51 Practice 8-7: Create a Request Template 8-61 Practice 8-8: Create Approval Policies 8-67 Practice 8-9: Create Users for the Request 8-81 Practice 8-10: Create a Request 8-82 Practice 8-11: Approve Tasks and Verify Provisioning 8-91

Practices for Lesson 9 9-2 Practice 9-1: Start Microsoft Active Directory and Sun Java System Directory Server 9-4 Practice 9-2: Configure the External Resources 9-9 Practice 9-3: Copy Connector and External Code Files 9-12 Practice 9-4: Configure Oracle Identity Manager Server 9-15 Practice 9-5: Import Oracle Identity Manager Connectors 9-18 Practice 9-6: Define IT Resources 9-22 Practice 9-7: Modify Scheduled Jobs 9-27 Practice 9-8: Reconcile with a Trusted Source and a Target Resource 9-33

Practices for Lesson 10 10-2 Practice 10-1: Create Prerequisite Entities 10-4 Practice 10-2: Create and Associate Membership Rules 10-5 Practice 10-3: Create HelpDesk, Human Resources, and Manager User Accounts 10-12 Practice 10-4: Extend the Oracle Identity Manager User Schema 10-16 Practice 10-5: Create Authorization Policies 10-29 Practice 10-6: Test and Verify Authorization Policies Implementation 10-48

Practices for Lesson 11 11-2 Practice 11-1: Configure the Oracle BI Publisher Environment 11-3 Practice 11-2: Create Access Policy Reports 11-11 Practice 11-3: Create Request and Approval Reports 11-14 Practice 11-4: Create a Password Report 11-18 Practice 11-5: Create a Resource Report 11-20 Practice 11-6: Create Role and Organization Reports 11-22 Practice 11-7: Create a User Report 11-26

Practices for Lesson 12 12-2 Practice 12-1: Access Oracle Identity Manager Log Configuration Details 12-4 Practice 12-2: Create an Oracle Identity Manager User 12-11 Practice 12-3: View Provisioning Messages in the Oracle Identity Manager Log 12-15 Practice 12-4: Resolve Provisioning Issue 12-20

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Practice 12-5: Monitor Scheduled Events 12-27

Practices for Lesson 13 13-2 Practice 13-1: Export and Re-import the OIM Configuration using the MDS Utility 13-4 Practice 13-2: Exporting Deployment Configuration with the Deployment Manager 13-11 Practice 13-3: Import an XML File Using the Deployment Manager 13-24

Practices for Lesson B 14-1

Practices for Lesson B 14-2

Practices for Lesson C 15-1

Practices for Lesson C 15-2

Practices for Lesson D 16-1

Practices for Lesson D 16-2

Practices for Appendix E 17-1

Practices for Appendix E 17-2 Practice E-1: Build an Oracle Identity Manager Connector 17-3

Practices for Appendix F 18-1

Practices for Appendix F 18-2 Practice F-1: Branding the Identity Administration Console 18-4 Practice F-2: Branding the Authenticated Self Service Console 18-15 Practice F-3: Renaming Button Labels 18-20 Practice F-4: Creating Custom Skins and Style Sheets 18-25

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Practices for Lesson 1

Chapter 1

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Practices for Lesson 1

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Chapter 2

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Chapter 3

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• Starting Oracle WebLogic Server (the Administration server)

• Starting two servers managed by Oracle WebLogic Server: Oracle Identity Manager Server and Oracle SOA Server

• Launching the Oracle SOA Administration Consoles and the Oracle Identity Manager Administration Console

• Launching the Oracle Identity Manager Design Console

Important: For the practices in this lesson, <hostname> represents the host name of the

machine on which the practices are completed Because the host name for your machine is unique, replace all references of <hostname> with the host name of your machine

To retrieve the host name of your machine:

1 Open a DOS window

2 At the DOS prompt, enter hostname The host name of your machine appears

Tip: In this practice, you launch the following Web-based consoles:

• Oracle WebLogic Server Administration Console

• Oracle SOA Platform Console

• Oracle BPM Worklist Console

• Oracle Identity Manager Administrative and User Console

For efficiency purposes, add the URL for each console to your Favorites list in Microsoft Internet Explorer To do so:

1 Select Favorites from the Menu Bar

2 Select the Add to Favorites command from the menu that appears

3 On the Add a Favorite window, click Add

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Practice 3-1: Start Oracle WebLogic Server

Overview

With Oracle WebLogic Server, an administrator can define a domain for the server A domain is

a basic administrative unit for Oracle WebLogic Server, and includes the following types of servers:

• An administrative server This type of server is always included as part of a domain With an administrative server, an administrator can perform additional administration of that domain, including creating and managing managed servers within the domain

• A managed server This type of server is managed by the administrative server A managed server hosts application components and resources, which are also deployed and managed as part of the domain

In this practice, you start Oracle WebLogic Server Oracle WebLogic Server is the

administrative server for your domain

Note: In the next practice, you start two servers managed by Oracle WebLogic Server: Oracle

Identity Manager Server and Oracle SOA Server

Assumptions

• You installed and configured Oracle WebLogic Server 11g, Oracle Identity Manager 11g, and Oracle SOA Server 11g

• You created a domain for Oracle WebLogic Server 11g

• You created an administrative server for Oracle WebLogic Server 11g

• You created two servers managed by Oracle WebLogic Server: Oracle Identity

Manager Server and Oracle SOA Server

Tasks

1 Double-click the startWebLogic.cmd file, found in the

D:\app\oracle\product\middleware\user_projects\domains\

IDMDomain\bin folder

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Chapter 3 - Page 4

2 Open an Internet Explorer Web browser

Important: Ensure that the version of your Web browser is 7.0 (or higher).

3 Enter the following URL into the Address field:

http://<hostname>.us.oracle.com:7001/console/login/LoginForm.jsp

Tip: For efficiency purposes, Oracle strongly recommends that you bookmark this URL

4 Log in to Oracle WebLogic Server, using the login credentials of weblogic for the User Name and Welcome1 for the password

Note: For security purposes, the password you enter appears as a series of bullets

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5 On the Home page of the Oracle WebLogic Server Administration Console, click the Servers link

On the Summary of Servers page of the Administration Console, the administrative server (AdminServer) has a status of RUNNING

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You are ready to start two servers managed by Oracle WebLogic Server: Oracle Identity

Manager Server and Oracle SOA Server

Assumptions

You started Oracle WebLogic Server

Tasks

1 Open a DOS window

2 Navigate to the D:\app\oracle\product\middleware\user_projects\

domains\IDMDomain\bin directory

Note: This directory contains the startManagedWebLogic.cmd file This file is used

to start Oracle Identity Manager Server

3 At the DOS prompt, enter startManagedWebLogic.cmd oim_server1 (and press

Enter)

Note: For this course, oim_server1 is the name of the Oracle Identity Manager

Server

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4 At the username and password prompts, enter weblogic and Welcome1 (and press

Enter)

Note: weblogic and Welcome1 are the login credentials for Oracle WebLogic Server

Also, the password is hidden for security purposes

You started Oracle Identity Manager Server You are ready to start Oracle SOA Server

Important: Before proceeding to step 5, ensure that you see <Server started in

RUNNING mode> in the DOS window used to launch Oracle Identity Manager Server

5 Open a second DOS window

6 Navigate to the D:\app\oracle\product\middleware\user_projects\

domains\IDMDomain\bin directory

Note: This directory contains the startManagedWebLogic.cmd file This file is used

to start Oracle SOA Server

7 At the DOS prompt, enter startManagedWebLogic.cmd soa_server1 (and press

Enter)

Note: For this course, soa_server1 is the name of the Oracle SOA Server

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Chapter 3 - Page 8

8 At the username and password prompts, enter weblogic and Welcome1 (and press Enter)

Note: weblogic and Welcome1 are the login credentials for Oracle WebLogic Server

Also, the password is hidden for security purposes

You started Oracle SOA Server You are ready to verify that both managed servers are started

Important: Before proceeding to step 9, ensure that you see <Server started in

RUNNING mode> in the DOS window used to launch Oracle SOA Server

9 Make the Summary of Servers page of the Oracle WebLogic Server Administration Console active On this page, both the Oracle Identity Manager Server (oim_server1) and the Oracle SOA Server (soa_server1) have a status of RUNNING

Oracle Identity Manager Server and Oracle SOA Server are started

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10 This is an optional step Several shortcut scripts have been provided to start and stop

Oracle Identity Manager Server, Oracle SOA Server, and Oracle WebLogic server

a From a File Manager, change to the directory,

D:\stage\labs\lab_03\Shortcuts

b Copy all of the files located in the directory

c Paste these files to the desktop

Double-click the appropriate shortcut when you need to shut down or start the Oracle

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Chapter 3 - Page 10

In the practice titled “Start Oracle WebLogic Server,” you started the administrative server for your domain (Oracle WebLogic Server) In this practice, you started the two servers managed by this administrative server: Oracle Identity Manager Server and Oracle SOA Server You are ready to launch the Administration Consoles associated with Oracle Identity Manager and Oracle SOA

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Practice 3-3: Launch the Oracle SOA and Oracle Identity Manager Administration Consoles

Overview

In the practices titled “Start Oracle WebLogic Server” and “Start Oracle Identity Manager Server and Oracle SOA Server,” you launched Oracle WebLogic Server, Oracle Identity Manager Server, and Oracle SOA Server

You are ready to launch three Administration Consoles associated with Oracle Identity Manager and Oracle SOA They are:

• Oracle SOA Platform Console The primary goal of any provisioning system is to manage requests submitted by users and provision resources to users Request completion involves execution of associated approval processes These approval processes are deployed as Service Oriented Architecture (SOA) composites running

on the SOA Server

The Oracle SOA Platform Console is a Web-based console that contains predefined SOA composites in Oracle Identity Manager to be used for approval processes Oracle Identity Manager approvers and administrators are responsible for executing and managing such approval processes

• Oracle BPM Worklist Console This Web-based console is used by approvers or administrators to manage approval process tasks that require their attention, as well as

to view tasks that they initiate

• Oracle Identity Manager Administrative and User Console This Web-based console supports access to unauthenticated and authenticated self-service, as well as

delegated administration features for Oracle Identity Manager

Assumptions

You started Oracle WebLogic Server, Oracle Identity Manager Server, and Oracle SOA Server

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Chapter 3 - Page 12

Tasks

http://<hostname>.us.oracle.com:7006/soa-infra

3 On the Connect window, enter xelsysadm in the User Name field, Welcome1 in the Password field, and click OK

Note: For security purposes, the password that you enter appears as a series of bullets

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The Home page of the Oracle SOA Platform Console appears

The Oracle SOA Platform Console contains predefined SOA composites in Oracle Identity Manager to be used for approval processes Oracle Identity Manager approvers and administrators are responsible for executing and managing such approval

processes

You launched the Oracle SOA Platform Console You are ready to launch the Oracle BPM Worklist Console

Note: For more information about the SOA composites that compose this console, refer

to the lesson of the Oracle Identity Manager 11g: Essentials course titled “Launching

Oracle Identity Manager.”

http://<hostname>.us.oracle.com:7006/integration/worklistapp

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Chapter 3 - Page 14

6 If prompted, on the login page, enter xelsysadm into the Username field, Welcome1

into the Password field, and click Login

The Home page of the Oracle BPM Worklist Console appears

The Oracle BPM Worklist Console is used by approvers or administrators to manage

approval process tasks that require their attention, as well as view tasks they initiate

You launched the Oracle BPM Worklist Console You are ready to launch the Oracle

Identity Manager Administrative and User Console

Note: For more information about the features and functionalities of this console, refer to

the lesson of the Oracle Identity Manager 11g: Essentials course titled “Launching

Oracle Identity Manager.”

http://hostname.us.oracle.com:7007/oim

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9 On the Oracle Identity Manager login page, enter xelsysadm into the User Name field, Welcome1 into the Password field, and click Sign In

Note: Because you did not yet create an administrator account, you must log in to the

Oracle Identity Manager Administrative and User Console with your “superuser” account (that is, xelsysadm) However, after you create your own administrator account, you can log in to Oracle Identity Manager with that account Also, for security purposes, the password that you enter appears as a series of bullets

10 Populate the Password Management screen, as follows:

Challenge Question Challenge Answer

What is your mother’s maiden name? agneta

What is the name of your pet? matty

What is the city of your birth? new york

Note: The first time that you log in to Oracle Identity Manager with a particular user

account, you must select and answer “challenge” questions These questions are used

to verify your identity if you must reset your password However, for all subsequent logins with that account, these questions do not appear Instead, you are taken directly

to the Home page of the Oracle Identity Manager Administrative and User Console

11 Click Submit

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Chapter 3 - Page 16

The Home page of the Oracle Identity Manager Administrative and User Console

appears

The Oracle Identity Manager Administrative and User Console supports access to

unauthenticated and authenticated self-service, as well as delegated administration features for Oracle Identity Manager

In this practice, you started three Web-based Administration Consoles associated with Oracle Identity Manager and Oracle SOA: Oracle SOA Platform Console, Oracle BPM Worklist Console, and Oracle Identity Manager Administrative and User Console

You are ready to navigate the Oracle Identity Manager Administrative and User Console

By navigating this console, you familiarize yourself with the embedded consoles and their features

Important: When you launch the Oracle SOA Platform Console, Oracle BPM Worklist

Console, and Oracle Identity Manager Administrative and User Console, and log in with your “superuser” account (that is, xelsysadm), you have read- and write-access rights for

all of the links that compose each console

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Practice 3-4: Navigate the Oracle Identity Manager Administrative and User Console

Overview

In the practices titled “Start Oracle WebLogic Server” and “Start Oracle Identity Manager Server and Oracle SOA Server,” you launched Oracle WebLogic Server and Oracle Identity Manager Server

In this practice, you perform a series of tasks to navigate the Oracle Identity Manager

Administrative and User Console By navigating the console, you familiarize yourself with the embedded consoles and their features

There are three main embedded consoles within the Oracle Identity Manager Administrative and User Console:

• Oracle Identity Manager Authenticated Self Service Console

• Oracle Identity Manager Administration Console

• Oracle Identity Manager Advanced Administration Console

The fourth console, Oracle Identity Manager Unauthenticated Self Service interface, is

accessed directly from the Login page

In this practice, you focus on the first three embedded consoles

Assumptions

• You started Oracle WebLogic Server and Oracle Identity Manager Server

• You have launched the Oracle Identity Manager Administrative and User Console and have logged in as the superuser account, xelsysadm

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Chapter 3 - Page 18

Tasks

1 En sure that the Oracle Identity Manager Identity Administration Console is active

2 From the Oracle Identity Manager Identity Administration Console, two main tabs are displayed to the left-side of the console: Administration and Authorization Policy When initially accessing the Oracle Identity Administration Console, you are placed into the Administration tab From the Welcome tab on the right side of the console, you can manage users, organizations, roles, role categories, and authorization policies

3 In the left-hand Search and Browse panel, click the right-arrow to the right of the Search field to search for all users for which the superuser account is allowed to search

Note: The left Search and Browse area enables you to not only search for Oracle

Identity Manager entities, but also allows you to either create or modify existing entities

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4 Select the line for, but do not click the link for, System Administrator By selecting the line for an entity, you have several actions available to you in the area directly above the search results

5 Move your mouse cursor over each of the action buttons listed above the search results You have the ability to create ( ), edit ( ), and delete ( ) users as well as reset their passwords ( ) If you have multiple users selected, you can modify some of the attributes of these users by clicking the Bulk Modify Users button ( ) You can refresh your search results ( ) and expand the search interface ( ) so that it launches the Advanced Search: Users window with the information that you specified in the regular search window These actions are replicated in the Action drop-down list as well as on the Welcome tab on the right side of the console

Note: You can also search for Roles and Organizations from the Search field The

action button and the Action drop-down menu change based on the type of entity that you select

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Chapter 3 - Page 20

6 Click the Browse subtab in the Search and Browse area

This area enables you to view the roles and organizations in a hierarchical view Once again, as with the user search, you have access to several actions including creating, opening the details of, and deleting roles and role categories from the Roles subpanel The same actions are accessed for organizations through the Organizations subpanel

7 Click on the Authorization Policy tab to access the Authorization Policies management

area You can also access authorization policies from the Welcome tab from the

Administration tab

8 Access the Oracle Identity Manager Advanced Administration Console by clicking the

Advanced link on the right side of the banner area

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9 You are presented with five main: Administration, Event Management, Policies,

Configuration, and System Management You are automatically placed in the

Administration tab, where you can access, from the Welcome subtab, all of the features for Advanced Administration

10 Click the Event Management tab Note that the navigation area directly below the

Administration and Event Management tabs updates according to the tab selected The Search field is also updated to reflect the features accessible from the tab

11 Click the remaining tabs to see the functions that are accessible from the navigation area below the main tabs These features match the features displayed in each of the panels on the Welcome tab

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Chapter 3 - Page 22

12 Click the Self-Service link in the banner area to access the Oracle Identity Manager

Authenticated Self Service Console

13 Once again, as with the other embedded consoles, several main tabs are available to you: Tasks, Requests, and Profile You automatically start in the Welcome tab for this

console Click Tasks to access the Tasks tab

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14 From the Tasks tab, you have access to several subtabs that match what was shown on the Welcome tab

In this case, you can search for any approval, provisioning, or attestation tasks based on the subtab selected and the filters used in the search fields

15 Click the remaining main tabs, Requests and Profile, to view the subtabs available to

you

16 Now that you have navigated the Oracle Identity Manager Administrative and User Console, you can shut down the Oracle SOA server, as it will no longer be required until

a later lab To shut down the Oracle SOA services:

a At the DOS prompt, change to the directory,

D:\app\oracle\product\middleware\user_projects\domains\ IDMDomain\bin

b Enter stopManagedWebLogic.cmd soa_server1 (and press Enter)

Note: For this course, soa_server1 is the name of the Oracle SOA Server

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Chapter 3 - Page 24

c At the username and password prompts, enter weblogic and Welcome1 (and press Enter)

Note: weblogic and Welcome1 are the login credentials for Oracle WebLogic

Server Also, the password is hidden for security purposes When stopping the server, the default values of weblogic and welcome1 are provided At the minimum, you must enter the correct password

It may take a few minutes to shut down Oracle SOA server After the services have been stopped and the server has shut down, you may proceed with the next practice

You are ready to launch the Oracle Identity Manager Design Console This console is a stand-alone Java application that provides the full range of the product’s system

configuration and development capabilities

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Practice 3-5: Launch and Navigate the Oracle Identity Manager Design Console

Overview

In the practices titled “Start Oracle WebLogic Server” and “Start Oracle Identity Manager Server and Oracle SOA Server,” you launched Oracle WebLogic Server and Oracle Identity Manager Server

In this practice, you launch the Oracle Identity Manager Design Console: This console is a stand-alone Java application that provides the full range of the product’s system configuration and development capabilities, including Form Designer, Workflow Designer, and Adapter

Factory After launching the console, you navigate one of the folders to familiarize yourself with how to search for and access the features listed

You can launch the Design Console through the Oracle Identity Manager Client icon on your desktop

Assumptions

You started Oracle WebLogic Server and Oracle Identity Manager Server

Tasks

1 Double-click the Oracle Identity Manager Client icon on your desktop The Oracle

Identity Manager Design Console login window appears

2 Enter xelsysadm into the User ID field, Welcome1 into the Password field, and click Login

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Chapter 3 - Page 26

The Oracle Identity Manager Design Console appears

You started the Oracle Identity Manager Design Console

Important: When you launch the Design Console, and log in with your “superuser”

account (that is, xelsysadm), you have read-access and write-access rights for all of the

forms and records that compose this console

Note: Two other ways to display the Oracle Identity Manager Design Console login

window are by:

• Selecting the Oracle Identity Manager Client command from your Windows Start

menu (that is, Start > Programs > Oracle IDM Suite 11g – Home1 > Oracle

Identity Manager Client)

• Double-clicking the xlclient.cmd file (which can be found in the

D:\app\oracle\product\middleware\iam_home\designconsole

directory)

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3 Expand the User Management folder

From this folder, you can manage several features that affect users or roles

4 Double-click Roles This opens a blank Roles form, enabling you to search for or create

a Roles form

5 Click on the Query for records button

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6 Select the Roles Table tab

This lists all the roles that you searched for by clicking the Query for Records button

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Chapter 3 - Page 30

7 Select the field for the Administrators role

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