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Oracle Identity Governance 11g R2 PS1 - Skin Customization
Overview
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Overview of Customizing Skins
In this tutorial, you perform the following tasks related to skin
customization with the Oracle Identity Manager Catalog page:
Preparing a sample (supplied) application workspace in
JDeveloper
Compiling and deploying the sample application
Activating the sample skin to view the demo customization
Prerequisites
This tutorial assumes have downloaded, installed and configured the
following software:
Oracle Identity Governance 11gR2 PS1
Note: This tutorial assumes you have installed Oracle Identity
Governance 11gR2 PS1
in a directory structure called
/u01/app/Oracle/Middleware/Oracle_IDM1 and
that your WebLogic Server domain name is called base_domain. If
your installation
path and the instance name are different, make a note of the
values. You may set an
environment variable called $OIM_ORACLE_HOME to this directory
structure.
Oracle JDeveloper 11.1.1.6.0
Note: This tutorial assumes you have installed this product in a
directory structure
called /u01/app/jdeveloper. If your installation path is different,
make a note of the
value.
In addition, this tutorial requires that you download the files
required for the skin customization demonstration described in this
practice. Therefore, before you can start working on tasks in this
tutorial you must download the appropriate resources from Oracle
web sites, by performing the following steps:
1. In a web browser window or tab page, access the Oracle Identity
Manager 11g Sample Assets page by entering the following URL
http://www.oracle.com/technetwork/middleware/id-mgmt/overview/oim-11g-assets-
504842.html.
2. On the Oracle Identity Manager 11g Sample Assets page, scroll
down and locate the Skin Customization heading, and click the 11gR2
link as shown:
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3. When prompted by your web browser, save the
skin-customization-1868158.7z file
to a location of your choice.
4. Using whatever technique or tool you use on your operating
system, extract the contents of
the skin-customization-1868158.7z to a temporary location.
Note: On Linux systems, you may need to visit the p7zip
(http://sourceforge.net/projects/p7zip/) web page to download and
install a command line tool that can extract the contents of the 7z
file on Linux systems. Extracting the contents of the 7z file
creates a directory (folder) called Skin Customization, which
contains the following two files:
IdentitySamples.zip
Skin_Customizations.doc
The IdenitySamples.zip contains the files needed for this
tutorial.
5. Extract the contents of the IdentitySamples.zip file to a
temporary location for
example:
$ unzip IdentitySamples.zip -d /tmp/downloads
Next prepare JDeveloper with the sample application for the skin
customization demonstration.
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Task 1: Preparing the JDeveloper with the sample application
Overview
In this practice, you work with JDeveloper by using a sample
application containing sources for customized versions of forms and
skins. The files needed for this step should be located in
the
folder you extracted the IdentitySamples.zip file into. For
example: the
/tmp/downloads/IdentitySamples folder.
Assumptions You have downloaded and extracted the
IdentitySamples.zip file from Oracle Identity
Manager 11g Sample Assets web page.
Tasks
1. In a Terminal window, copy the IdentitySamples in the temporary
folder to the
IDM_HOME/server folder by executing the following commands:
$ export MW_HOME=/u01/app/Oracle/Middleware
$ export IDM_HOME=$MW_HOME/Oracle_IDM1
Note: the IDM_HOME environment variable should be referencing the
directory (folder) path
in which Oracle Identity Manager 11g R2 software was installed. For
example:
IDM_HOME=/u01/app/Oracle/Middleware/Oracle_IDM1
2. Open JDeveloper, and in the JDeveloper window, click File >
Open.
3. In the Open window, navigate to the
/u01/app/Oracle/Middleware/Oracle_IDM1/server/IdentitySamples
folder
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Note: After opening the application, you can see sample projects
available in this application. The projects contain sources for
sample UI customizations of User Form, Application Instance Form,
Homepage portlets, and sample skins. For example:
In the next section of this tutorial, you work with the sample
skins – JDeveloper project Skins. The Skins project contains
several customized skins. Skin customizations consist of custom CSS
file and images.
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Task 2: Compiling and Deploying the Skin sample
Overview
In this section of the tutorial, you prepare the environment to use
the downloaded sample code. The sources provided in the sample
JDeveloper application must be compiled and deployed on the server.
You must create several backend artifacts required by the sample
code by using the Oracle Identity Manager Deployment Manager to
some import XML configuration files, and by using the Oracle
Identity Manager Administration Console to import a sample
sandbox.
Your tasks for this practice are:
Compiling samples
Importing backend artifacts
Importing sample sandbox
Assumptions You have copied the IdentitySamples folder into the
server folder in the Oracle
Identity Manager home folder.
Tasks
Compiling Sample Code
1. To compile and package the sample code in JDeveloper into a Web
Archive (WAR) file, perform the following steps:
a. In the JDeveloper window in the Application Navigator panel,
right-click the MainUI project entry, and select Deploy >
custom-shared-lib-war.
Note: Use the following image as a guide:
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b. In the Deploy custom-shared-lib-war window, perform the
following actions:
1) On the Deployment Action page, select Deploy to WAR, and click
Next.
2) On the Summary page, click Finish.
Note: Deployment - Log window becomes active and JDeveloper starts
building all
the projects. Among others, it builds the oracle.iam.ui.custom
shared library
(oracle.iam.ui.custom-dev-starter-pack.war file) that is used to
deploy
the custom code to the server.
c. On the JDeveloper Deployment – Log tab page, you can verify that
all the projects have been built successfully.
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Deploying the Custom Shared Library
To deploy oracle.iam.ui.custom shared library
(oracle.iam.ui.custom-dev-
starter-pack.war file), you can use Oracle Weblogic Administration
Console, and in the
Deployments section, search for oracle.iam.ui.custom deployment,
select to undeploy the
application and then redeploy it. However, for the purpose of this
practice, you overwrite the
existing
$IDM_HOME/server/apps/oracle.iam.ui.custom-dev-starter-pack.war
2. To overwrite the existing
$IDM_HOME/server/apps/oracle.iam.ui.custom-dev-
starter-pack.war file and make it active, perform the following
steps:
d. In a Terminal window, execute following commands:
$ cd $IDM_HOME/server/IdentitySamples/stage/war
$ cp oracle.iam.ui.custom-dev-starter-pack.war \
$IDM_HOME/server/apps
Note: The backslash followed by Enter in the cp command allows you
to continue the
command over multiple lines. Alternatively, you can enter the
command (without the backslash) on a single line.
e. To restart the Oracle Identity Manager server, perform the
following actions:
1) Either using Oracle WebLogic Server Administration Console (if
NodeManager is configured) or command line tools stop the Oracle
Identity Manager server. For example to use the command line form
enter the following commands:
$ cd $MW_HOME/user_projects/domains/base_domain
$ bin/stopManagedWebLogic.sh oim_server1
Note: The path to your domain may differ from the example provided
here, and the name of the Oracle Identity Manager server may also
be different from oim_server1 depending on how you configured the
Oracle Identity Manager server instance for your domain.
2) Restart the Oracle Identity Manager server using whatever
technique is applicable to your environment. If using the command
line tools, the execute the following commands in a Terminal
window:
$ cd $MW_HOME/user_projects/domains/base_domain
$ bin/startManagedWebLogic.sh oim_server1
Note: Wait until you see the server <Server started in RUNNING
mode>
message.
Importing Backend Artifacts
The demo customizations used in this tutorial require some backend
artifacts to be created.
These can be created by importing the FloraInc.xml file located in
the
/u01/app/Oracle/Middleware/Oracle_IDM1/server/IdentitySamples/DM
folder.
3. To import the FloraInc.xml file, perform the following
steps:
a. In a web browser, access the Oracle Identity System
Administration console by entering the URL
https://localhost:140001/sysadmin and sign in with the User
Id
xelsysadm and the Password assigned to the user when you installed
Oracle Identity
Manager, for example password Welcome1.
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b. On the Oracle Identity System Administration page, click Import
under System Management.
c. In the “Select a file for import.” window, navigate to
/u01/app/Oracle/Middleware/Oracle_IDM1/server/IdentitySamples/DM
, select FloraInc.xml, and click OK.
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d. On the Deployment Manager > File Preview page, click Add
File.
e. On the Deployment Manager – Import > Substitutions page,
click Next.
f. On the Confirmation page, click Next.
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g. On the Deployment Manager > Provide IT Resource Instance Data
page, click Skip.
Note: You are prompted with multiple IT Resource Instance Data
pages, click Skip for each IT Resource, until you get to a
Confirmation page.
h. On the Confirmation page, click View Selections.
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i. On the Deployment Manager – Import page showing content of the
file being imported, click Import.
j. In the Confirmation dialog box, Click Import.
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Note: This import operation takes a few minutes. Wait for the
Import Successful dialog message window.
k. On the Success window, with the Import Successful message, click
OK.
l. Close the Deployment Manager – Import window.
m. Sign out of the Oracle Identity System Administration console
page.
Importing the Sample Sandbox
In this section of the practice, you deploy customizations that
were created for the launch demo. All these customizations are
captured by the FloraInc sandbox, which is available at
/u01/app/Oracle/Middleware/Oracle_IDM1/server/IdentitySamples/Sandboxe
s/sandbox_FloraInc.zip file.
4. To import the sandbox to Oracle Identity Manager, perform the
following steps:
a. In a web browser window, access the Oracle Identity
Administration console page (using URL
https://localhost:14001/sysadmin if needed), and log in with User
ID
xelsysadm and the password you assigned to the user, for example
Welcome1.
b. On the Oracle Identity Administration page, click the Sandboxes
link in the upper right corner of the page.
c. On the Manage Sandboxes tab page, click Import Sandbox.
d. In the Import Sandbox dialog box, click Browse to locate the
/u01/app/Oracle/Middleware/Oracle_IDM1/server/IdentitySamples/Sa
ndboxes folder, select the sandbox_FloraInc.zip file and click
Open.
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e. On the Import Standbox page, click Import.
f. On the Manage Sandboxes page, verify that the FloraInc sandbox
has been imported and is visible in the Available Sandboxes table.
If required, click Refresh to update the Available Sandboxes
view.
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Task 3: Testing Sample Skin Customizations
Overview
In this section of the tutorial, you test the sample skin
customizations that have been deployed and prepared.
Assumptions You have completed the steps in Task 1 and Task 2
above.
Tasks
1. To activate the sample skin, perform the following steps:
a. If needed, sign in to Oracle Identity System Administration
Console (URL
https://localhost:14001/sysadmin) with the User ID xelsysadm and
use the Password
assigned to that user, for example Welcome1.
b. On the Oracle Identity System Administration page, under System
Management, click System Configuration.
Note: The System Management window opens with a Search System
Properties field.
c. On the System Management > System Configuration tab page,
take the following actions:
1) Enter Skin Family for OIM UI in Search System Properties, and
click the
search arrow icon.
2) In the search results, click the “Skin Family for OIM UI”
link.
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Note: The System Property Detail page is displayed in the
right-hand panel of the browser window.
d. On the “System Property Detail: Skin Family for OIM UI” page,
change the Value field
(from its default fusionFx) to luck, and click Save.
Note: Use the following image as a guide:
Note: Setting the Value informs Oracle Identity Manager which skin
should be used.
e. On the Message dialog, indicating the system property has been
changed, click OK.
f. Close the browser window with the System Management tab page,
sign out of the Oracle Identity System Administration console, and
close web browser application.
2. Restart the Oracle Identity Manager server instance, by perform
the following actions or similar (as dictated by your
environment):
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a. Either using Oracle WebLogic Server Administration Console (if
NodeManager is configured) or command line tools stop the Oracle
Identity Manager server. For example to use the command line form
enter the following commands:
$ cd $MW_HOME/user_projects/domains/base_domain
$ bin/stopManagedWebLogic.sh oim_server1
Note: The path to your domain may differ from the example provided
here, and the name of the Oracle Identity Manager server may also
be different from oim_server1 depending on how you configured the
Oracle Identity Manager server instance for your domain.
b. Restart the Oracle Identity Manager server using whatever
technique is applicable to your environment. If using the command
line tools, the execute the following commands in a Terminal
window:
$ cd $MW_HOME/user_projects/domains/base_domain
$ bin/startManagedWebLogic.sh oim_server1
Note: Wait until you see the server <Server started in RUNNING
mode>
message.
3. To view the changes after verifying the Oracle Identity Manager
server has started, perform the following steps:
a. Sign in to Oracle Identity Self Service console (URL
https://localhost:14001/identity)
with the User ID xelsysadm and Password Welcome1.
Hint: You should immediately notice that the login screen skin has
changed.
b. After signing in, the Oracle Identity Self Service home page
appears as shown in the following image:
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Note: The source files for the skin named luck are available in the
Skins project in the
IdentitySamples application workspace in JDeveloper that has been
provided for this tutorial.
Preparing Items for the Catalog
Before you can view the visual changes that are applied when you
activate the Floralnc sandbox, you create some roles that you
synchronize to the Oracle Identity Manager Catalog so that you have
some items to search for when viewing the visual UI changes
controlled by the changes contained in the sandbox.
Note: An Oracle Identity Manager sandbox is a ZIP file that may
contain one or more configuration changes.
4. Assuming t hat you are still signed into the Oracle Identity
Self Service web application, to create two roles called Role1 and
Role2, perform the following steps:
a. On the Oracle Identity Self Service page, under the
Administration heading in the navigation panel, click Roles.
b. On the Roles tab page, in the Search Results section, click
Create.
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c. On the Create Role tab page, enter the Name Role1 and Display
Name Role 1 (note
there is a space between the text Role and 1), and click
Save.
Note: Close the Role 1 tab page.
d. Create a second role named Role2 with the Display Name Role 2 in
the same way
as you created the Role1 role.
Note: After saving Role2, close the Role 2 tab page.
5. To ensure the two new roles are added to the Catalog, perform
the following steps:
e. If needed, sign in to Oracle Identity System Administration
Console (URL
https://localhost:14001/sysadmin) with the User ID xelsysadm and
use the Password
assigned to that user, for example Welcome1.
a. On the Logo Here Identity System Administration page, under
System Management, click Scheduler.
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Note: The luck skin has changed the Oracle image logo to be the
text “Logo Here” showing a visual clue to some difference in the UI
appearance. This change has only been done for the home page.
b. On the Oracle Identity System Administration > System
Management > Scheduler tab
page, type Catalog* in the Search Scheduled Jobs field and click
the search arrow to
the right of the field. Click the Catalog Synchronization Job link
that appears in the search result table below, as shown in the
following image:
c. On the Oracle Identity System Administration > System
Management tab page right- hand panel with the Job Details: Catalog
Synchronization Job page displayed, scroll down and select the Yes
option for the Process Roles parameter (in the Parameters section),
and click Apply.
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Note: By default the Catalog Synchronization Job runs periodically
every 15 minutes and does not include process the roles. Therefore,
you apply the change to include role information in the catalog and
manually execute the job to ensure the catalog is updated with the
new role data.
d. On the Job Details: Catalog Synchronization Job page, click Run
Now.
Note: You may wish to wait on this page, click Refresh and then
scroll down to verify that the job instance completed successfully
by viewing the log information in the same page.
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Viewing the Catalog Before Activating the Floralnc Sandbox
Now that you have some role data in the catalog, you search the
catalog for the new roles to view the visual appearance of the
Catalog page. After you view the initial visual appearance of the
catalog you activate the Floralnc sandbox to observer possible
modifications to the visual appearance of the catalog page.
6. To view the catalog page before activating skin changes, perform
the following steps:
a. If needed, sign in to Oracle Identity Self Service application
(URL
https://localhost:14001/identity) with the User ID xelsysadm and
use the Password
assigned to that user, for example Welcome1.
b. On the Oracle Identity Self Service page, under Requests click
Catalog.
c. On the Catalog tab page, enter R* in the search field and click
the search arrow icon to
the right of the search field.
d. When the Catalog Items table is populated with the Role 1 and
Role 2 roles you created earlier, observe the visual attributes of
the role entries, such as size of text and icons. Use the following
image as a guide:
e. Close the Catalog tab page.
Note: All tab pages need to be closed before you can open the
Manage Sandboxes tab page to activate a sandbox.
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Activating the FloraInc Sandbox
7. To explore the customizations that affect the catalog visual
appearance in this Oracle Identity Manager tutorial, activate the
FloraInc sandbox imported earlier in this tutorial, by performing
the following steps:
a. While signed into the Oracle Identity Self Service console,
click on the Sandboxes link in the top right corner of the
page.
Note: First ensure that all other tab pages, such as the Catalog
page are closed.
b. On the Manage Sandboxes > Available Sandboxes tab page,
select the FloraInc sandbox entry in the table, and click on
Activate Sandbox button in the table toolbar.
Note: Initially the Active column is empty indicating that the
sandbox is not active.
c. On the Manage Sandboxes > Available Sandboxes tab page, after
the sandbox is activated verify the green circle icon appears the
Active column of the table indicating that the sandbox is now
active. This means that the configurations changes defined in the
sandbox are temporarily applied just for this user session.
Note: To verify that the sandbox configuration changes are active,
you can view one change in the title for the current page, which
should now show the FloraInc logo text followed by the text My
Access, instead of the Oracle logo followed by the text Identity
Self Service as the heading, as shown in the following image:
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Viewing Sample Skin Customization Changes
The activated sandbox contains some additional visual differences
that affect the Catalog page as compared to the out-of-the-box skin
version.
8. To view the visual changes of catalog items on the Catalog page,
perform the following steps:
a. On the FloraInc My Access home page, under Requests, click
Catalog.
b. On the Catalog page, search for some role entries (for example:
R*) to search for roles
beginning with the letter R, and observe the larger catalog item
icons and other changes to the catalog item text appearance, as
shown in the following image.
9. Sign out of the Oracle Identity Self Service application, and
close the browser window.
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Note: When you sign out of the Oracle Identity Self Service
application page the active sandbox is deactivated and the visual
changes are no longer applied. If you are satisfied with the visual
changes implemented after activating a sandbox you can make the
changes permanent by publishing the sandbox. However, you cannot
revert back after publishing a sandbox unless you have saved the
original configuration in another sandbox or have a back up of your
environment.
Finally and optionally, you can revert to the original skin used
prior to applying the luck skin. To use the default Oracle Identity
Manager skin, follow the instructions in the subsection
titled
“Activating the Sample Skin” and change the value of the property
back to fusionFx.
Oracle Identity Governance 11g R2 PS1 - Skin Customization
Overview of Customizing Skins
Overview
Assumptions
Tasks
Overview
Assumptions
Tasks
Importing Backend Artifacts
Overview
Assumptions
Tasks
Activating the FloraInc Sandbox