Description

This tutorial covers how a user can identify and "link" and account they have in a Resource to their Identity Manager account. The Setup involves importing an Identity Manager configuration file that defines what Resources user can select in the Self Discovery interface. The demonstration involves logging into the End-User interface and selecting the Resource where the user knows they have an account.

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Learning Objectives

After completing this tutorial, the following topics should be understood.

Understand the value of User Self Discovery
Enable Self Discovery
Demonstrate use of Self Discovery

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Prerequisites

The following items must be completed before starting this tutorial.

Complete the Identity Manager Configuration Tutorial

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Setup

The following steps need to performed to enable the demonstration.

Section 1: Load Configuration Object

Resource self discovery is not enabled by default. A Configuration called End User Resources define which Resources will be available for Self Discovery from the End-User Interface.

NOTE: This step will be done automatically in the if you are using the Netbeans project and the supplied artifacts in module1.

The file contains a list of Resource that can be selected by the End User. Here is part of the file:

<?xml version='1.0' encoding='UTF-8'?>
<!DOCTYPE Configuration PUBLIC 'waveset.dtd' 'waveset.dtd'>
<Configuration authType='EndUserConfig' id='#ID#Configuration:EndUserResources' name='End User Resources' creator='%STARTUP%Configurator' createDate='1214589347138' repoMod='1214589347000'>
<Extension>
<List>
<String>Timecard</String>
</List>
</Extension>
<MemberObjectGroups>
<ObjectRef type='ObjectGroup' id='#ID#End User' name='End User'/>
</MemberObjectGroups>
</Configuration>

Access the Admin Interface http://localhost:8080/idm and log in as: configurator / configurator
Select the Configure tab
Select the Import Exchange File sub-tab
Click the Browse Button next to the File to Upload field
Locate the file Configuration-EndUserResources.xml
Click the Import Button
A confirmation page is displayed.

Section 2: Create a User

We'll create a new user that only has an Identity Manager account. We'll use this account to demonstrate the Self Discovery. This user already exists in the Timecard Resource.

Access the Admin Interface http://localhost:8080/idm and log in as: configurator / configurator
Select the Accounts tab
Select the List Accounts sub-tab
Select the -- New Actions -- Drop Down List
Pick the New User item
Fill out the Create User Form:
- AccountId: jwayne
- First Nam: John
- Last Name: Wayne
- Email: john.wayne.jones@example.com
- Password/Confirm: Passw0rd
Click Save
A confirmation page is displayed

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Demonstration

After completing the setup above, the following steps should be performed to complete this tutorial.

Section 1: Discover the Timecard Resource

Access the End User Interface `http://localhost:8080/idm/user` and log in as: jwayne / Passw0rd Select the Profile tab Select the Self Discovery sub-tab The User Interface will update (refresh)
In the User ID Text Field, enter `jwayne` In the Password Text Field, enter `Passw0rd` Click Save