Customizing an account form

The next step in this scenario is to format a request page that users can access later. You need to specify the contents of the page.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

About this task

Customizing the account form provides an opportunity to make the user interface more logical to the users who request accounts. The default account form might contain additional fields that display information that users do not need, such as service information. As part of customizing the user interface for a manual service, this task removes unnecessary fields.

First, log in to the IBM Verify Identity Governance administrative console as itim manager.

To customize the account form, complete these steps:

1. Log in to the administrative console as an administrator.
2. On the navigation tree, click Configure System > Design Forms to launch the Form Designer applet, which requires an interval of time to load.

   The first time that the Form Designer runs, the applet installs the Java™ Runtime Environment on your computer. When the Java Runtime Environment is installed, accept the defaults. Click Finish when the installation wizard completes.

3. On the Design Forms page, double-click the Account folder to load the profile tree. Loading profiles requires an interval of time.
4. In the list of profiles, double-click LedgerAccountAccountProfile. Loading profile attributes requires an interval of time.

   The LedgerAccount account form contains the attributes from the service type:

   Table 1. Attributes in the example Account form

   Attribute name in Account form	Keep or delete?
   $erobjecttype	Delete
   $eruri	Delete
   $employeenumber	Keep
   $eruid	Keep
   $ersponsor	Delete
   $employeename	Keep

5. In the account template on the LedgerAccountAccountProfile page, complete these steps to modify the list of attributes:
   1. Delete the unnecessary attributes from the table. Right-click the attribute and then select Delete Attribute in the list.
   2. Change the format of the field names to make them more understandable for the user:
      • $employeenumber

        Select the $employeenumber attribute. In the Properties section of the page, click the Format tab. In the Label field, replace the value $employeenumber by typing Employee number for Ledger.

      • $employeename

        Select the $employeename attribute. In the Properties section of the page, click the Format tab. In the Label field, replace the value $employeename by typing Employee name.

      Alternatively, if translation is important, do not change the labels of the field names in the Form Designer. Instead, specify a value for the employeename attribute in the CustomLabels.properties file. For example, specify this string value for the employeename attribute:

      # LedgerAccount attributes
      employeename=Employee name

      The Customlabels.properties file is located in the data directory in the installation directory. For example:

      • Windows

        drive:\IBM\isim\data\CustomLabels.properties 

      • UNIX, Linux®, and AIX

        /opt/IBM/isim/data/CustomLabels.properties

      To display the value that you specified in the CustomLabels.properties file, restart Identity Manager.

      Other languages can be enabled by adding the corresponding entries to CustomLabels_es.properties (Spanish), CustomLabels_jp.properties (Japanese). If a label is not found for a language that the user prefers, then the value in CustomLabels.properties is used.

   3. Reorder the attributes for ease of use by selecting an attribute and clicking the up arrow icon in the Form Designer menu bar. If the attribute is not at the top of the list, position the $eruid attribute uppermost, followed by the $employeename and $employeenumber attributes. Alternatively, you can right-click an attribute and click Move Up Attribute in the menu.
   4. On the Form Designer task bar, click Form > Save Form Template.
   5. Click OK on the success message page.
6. Double-click the Service folder to open the Service template on the LedgerAccount page.
7. Double-click LedgerAccount.

   The Service form contains these attributes:

   Table 2. Attributes in the example Service form

   Attribute name in Service form	Keep or delete?
   $eruid	Delete
   $erservicessomapping	Delete
   $owner	Keep. The attribute tells the administrator who the service owner is.
   $ertag	Delete
   $erprerequisite	Delete
   $eruri	Delete
   $erpassword	Delete
   $description	Keep
   $erservicename	Keep

   1. Delete the unnecessary attributes. Right-click the attribute and then select Delete Attribute in the list.
   2. Change the control type of the $owner attribute to a search capability for a specific user as the service owner.
      1. Select the Service Owner attribute. Run the mouse across the icons in the Form Designer menu bar until you locate Search Control (a magnifying glass icon). Click the Search Control icon.
      2. In the Search Control Editor page, select Person as the category and click OK. The $owner attribute changes to indicate that it references the Search Control control type. This control type causes a list of users to be displayed when the administrator clicks the Search button next to this field.
   3. Order the attributes for ease of use by selecting an attribute and clicking the up arrow icon in the menu bar.

      Position the $erservicename attribute uppermost, followed by the $description and $owner attributes. Alternatively, you can right-click an attribute and click Move Up Attribute in the menu. This arrangement is the vertical order of field labels in the page when you later create a service for this service type.

8. On the Form Designer task bar, click Form > Save Form Template.
9. Click OK on the success message page.
10. Click Close to close the Form Designer applet.