Oracle Identity Governance 11g R2 PS1 - Skin … Identity Governance 11g R2 PS1 - Skin Customization...

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Oracle Identity Governance 11g R2 PS1 - Skin Customization CUSTOMIZING OIG - COMPILE, DEPLOY, AND ACTIVATE A SKIN.DOCX

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Oracle Identity Governance 11g R2 PS1 - Skin Customization

Overview




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:

http://www.oracle.com/technetwork/middleware/id-mgmt/overview/oim-11g-assets-504842.htmlhttp://www.oracle.com/technetwork/middleware/id-mgmt/overview/oim-11g-assets-504842.html




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.

http://sourceforge.net/projects/p7zip/http://sourceforge.net/projects/p7zip/




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

$ cd /tmp/downloads

$ cp rv Identity* $IDM_HOME/server

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

and open IdentitySamples.jws.




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.




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

Deploying a custom shared library

Importing backend artifacts

Importing sample sandbox

Assumptions You have copied the IdentitySamples folder into the server folder in the Oracle

Identity Manager home folder.

You have opened the IdentitySamples.jws file in Oracle JDeveloper.

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:




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.




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

file with the one you have built in JDeveloper.

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:


$ bin/startManagedWebLogic.sh oim_server1

Note: Wait until you see the server

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.

https://localhost:140001/sysadmin




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.




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.




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.




i. On the Deployment Manager Import page showing content of the file being imported, click Import.

j. In the Confirmation dialog box, Click Import.




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.

https://localhost:14001/sysadmin




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.




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

Activating the Sample Skin

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.




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):




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:


$ 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:


$ bin/startManagedWebLogic.sh oim_server1

Note: Wait until you see the server

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:




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.




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


a. On the Logo Here Identity System Administration page, under System Management, click Scheduler.




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.




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.




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


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.




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:




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.




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 CustomizationOverview of Customizing SkinsPrerequisites

Task 1: Preparing the JDeveloper with the sample applicationOverviewAssumptionsTasks

Task 2: Compiling and Deploying the Skin sampleOverviewAssumptionsTasksCompiling Sample CodeDeploying the Custom Shared LibraryImporting Backend ArtifactsImporting the Sample Sandbox

Task 3: Testing Sample Skin CustomizationsOverviewAssumptionsTasksActivating the Sample SkinPreparing Items for the CatalogActivating the FloraInc SandboxViewing Sample Skin Customization Changes

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