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www.novell.com
Expose the Power of Novell eDirectory™ Using Novell eGuide: Advanced Configuration and Customization
Expose the Power of Novell eDirectory™ Using Novell eGuide: Advanced Configuration and Customization
Nathan JensenSoftware EngineerNovell, [email protected]
Will PetersonSoftware EngineerNovell, [email protected]
Vision…one NetA world where networks of all types—corporate and public, intranets, extranets, and the Internet—work together as one Net and securely connect employees, customers, suppliers, and partners across organizational boundaries
MissionTo solve complex business and technical challenges with Net business solutions that enable people, processes, and systems to work together and our customers to profit from the opportunities of a networked world
Agenda (Novell eGuide)
• Introduction What is Novell eGuide?
• Directory context configuration Connecting to multiple directories Attribute settings and UI handlers Creating multiple search categories
Setting up role-based services
Agenda (Novell eGuide)
• Client customization Customization via Administration Tool Creating customized skins and themes
• Q&A
What Is Novell eGuide?
• A platform-independent, web-based Net service that helps you quickly find and make one-click connections to people, places and things
• Allows you to search for information from a number of LDAP-enabled sources, including Novell eDirectory™
• Web interface lets you quickly launch any web-based application such as e-mail, instant messaging, and video conferencing
eGuide Features
•Directory lookup engine• 100% LDAP-compatible• Multiple directory support
and load balancing• Schema detection
•White pages/search• Address book
functionality• Multiple search contexts• Wildcard support
•Collaboration tool• Launch collaboration
applications from address book
• Admin-configurable
•Self-provisioning• End-user modification of user
information• Admin configuration of
“setable” attributes and classes
eGuide Features (cont.)
•Organizational view• Display and print org charts
based on reporting hierarchy and structure
• Dynamically generated in real-time
•Platform support• Servlet-based • Pure HTML on client
side
•Security• Secure through HTTPS• Admin-configurable filter
of attributes and classes• SSL LDAP directory
authentication
•New features•Role-based services•UIHandlers and DataHandlers•Performance and memory
eGuide Architecture (Framework)
Client
Servlet GW
Server
Servlet
Template directories
Web server
Phone
Pocket PC
Browser
Providers
po
req
resp
Business logic Java classes
details
DETAILS.XSL
DETAIL.XSL
eGuide
Novell
eD
irecto
ry
LD
AP
clie
nt
po
Data
Data
Directory Context Configuration
• Directory context configuration Connecting to multiple directories Attribute settings and UI handlers Creating multiple search categories
Setting up role-based services
Multiple Directory Contexts
Multiple Directory Contexts (cont.)
Map and Enable Attributes
Selecting a UIHandler
UIHandler: View
UIHandler: Edit
Search Categories
Creating a New Category
• Steps to create a new category Choose a directory context to edit Select the Advanced tab Select New Add the available classes and save Select Attributes tab Select the Newly Created category Enable the attributes to isplay, search, and edit
Creating a New Category (cont.)
• Steps to create a new category Set up the display (select Display Layout)
• Choose the attribute ordering for each page
Create labels (select Display Labels)• Localize or change label names
Role-Based Services (RBS)
What Is Role-Based Services?
• Role-Based Services (RBS) Set of schema extensions Made up of roles and tasks Allows distribution of responsibilities (roles) A role can have many assignments or duties
(tasks)
Administration Hierarchies“Super admin”
End users/self-administration with eGuide
Help desk eDirectory adminsiPrint admins
eGuide and RBS
• eGuide default settings Attribute mappings Positive filter Rights are pre-set or directory-dependent Use with anonymous mode
• RBS eGuide discovers RBS upon authentication Roles and tasks determine user view or edit Rights are delivered through RBS
Setting Up RBS for Novell eGuide
• Setting up RBS Use Novell iManager Select eGuide role management Create an eGuide role (wizard)
• Create a new role• Associate tasks (if available)• Assign members and scope
Create one or many eGuide tasks (wizard)• Create a new task• Select displayable and editable attributes• Associate to an available role
Advanced Administration
Demonstration• Directory contexts• Attribute settings• Search categories• RBS
Novell eGuide Customization
Client customization: Two levels of customization
1. Customization via Administration Tool Colors Attribute layout and ordering Other common customization needs
2. Creating customized skins and themes Change look and layout Change the way attributes work together
Novell eGuide Customization (cont.)
• Customization via Administration Tool Skin selector Attribute layout and ordering Home page link Authentication key and distinguished name
display Turn off organizational chart Auto edit feature Change attribute and category labels
Novell eGuide: Highly Customizable
• Client is highly customizable out of the box Change Header searching category, attributes,
criteria, scope Change returned List attributes and ordering Change viewing and editing of Detail, ordering,
attributes, dividers, etc. Change Org-Chart attributes and ordering Change authentication requirements,
preferences Change home page URL, colors
Two Levels of Customization
Creating customized skins and themes (more on next slide…) Skins
Defined by .XML files Can be easily changed to match your organizations
colors Can point to your organizations logo
Two Levels of Customization (cont.)
Creating customized skins and themes (cont.)
Themes• Indicates which templates and static files to use• Makes reference to relative directory (Administrator
Tool searches for directories at run time)
(i.e. /eGuide/look/[Theme Name]/browser)(i.e. /eGuide/WEB-INF/templates/xsl/[Theme Name]/browser)
Related topic• XML Debug viewed w/ log files and Tomcat output
Skins
• “Skin” file File name formatted: [SkinName].colors.XML Found under Templates directory XML document which defines
• Colors– Dominant and dominant highlight (List form)
– Subordinate (Header form)
– Accent (Tabs in detail form)
– Link (List and detail forms)
– Reverse text (Header form)
• Logo image• Image theme
Skin Customization
• Sample file: Quiet.colors.XML
<Colors>
<Dominant>f7e5c8</Dominant>
<Subordinate>8e9fb1</Subordinate>
<DominantHilight>f7e5c8</DominantHilight>
<Accent>b68d67</Accent>
<Link>000000</Link>
<ReverseText>FDFDFD</ReverseText>
</Colors>
<Image>
<ImgLogo>eGuide_Header</ImgLogo>
<ImgTheme>trans_quiet_white</ImgTheme>
</Image>
Browsing the “Theme” Files
Static documents – “Look” HTML JavaScript CSS GIF, GIF Etc…
• Dynamic documents – “Templates”
XSL XML
Note: Always backup the default templates
“Look” files
“Templates” files
XML
XSLT
HTML
Novell eGuide: Customization
• How the templates work XSLT + XML = HTML
• XML Generated by eGuide server
• XSLT Template files
Novell eGuide: Customization (cont.)
Which templates do what? Main client templates
• Search criteria templates (header)• Search results templates (list or navigation area)• Detail templates• Organizational chart templates
Other templates• Authentication templates• Don’t touch templates• Resource templates
Client Form Layout
NOTE: Frames not requiredDefault theme uses frames, but this in not a requirement
Novell eGuide: Customization
• Templates breakdown Client templates
• Header– eguideform.xsl, eguideheader.xsl*
• Client search result templates– list.xsl*
• Detail templates– detail.xsl*, printdetail.xsl, UIHandlers.xsl
• Organizational chart templates– orgchart.xsl, printorgchart.xsl
• Supporting client templates– eGuideResources.xsl, UIHandlers.xsl, *Popup.xsl
* Includes other templates
Novell eGuide: Customization (cont.)
• Templates (cont.)
Authentication and status templates– AuthForm.xsl, authheader.xsl, authbody.xsl, logout.xsl
“Leave alone” templates– basecommanderror.xsl, directories.xsl
* Includes other templates
Novell eGuide: Customization
• Other XML files UIHANDLERS.XML
• Located under the /eGuide/WEB-INF/plugins folder• Contains UIHandlers
– Attribute-specific UI handlers– Syntax-specific UI handlers
• XML defines attribute to UIHandler specifics– ID– DataHandler (Java class used to get attribute XML)– Device support (i.e., browser/PDA/phone)
*.COLORS.XML– Also located under the templates directory structure
Novell eGuide: Customization
• Detail—template breakdown Parent document—DETAIL.XSL Sub-document—UIHANDLERS.XSL
Advanced Administration
Demonstration• Create custom “skin”• Create custom “theme”
www.novell.com
Additional SlidesAdditional Slides
Novell eGuide Security
• Two authentication options
Forced authentication mode• (Default authentication mode)
Anonymous mode
Security: Authentication Modes
• Forced authentication mode Every user authenticates Obtains credentials from one of the following
• Basic • Post• User entered• Browser cookie (disabled by default)
“Authentication Proxy User” for contextless login
Security: Authentication Modes (cont.)
• Anonymous “Proxy User” or anonymous for searches and
reads Allows users to log in
• Additional rights to search and view information• Self-administration
Security: Authentication Process
User “John”
Authentication User
Administration: Security Demo
• Security—restrictions Cookies
• Cookie expiration Force users to authenticate Allow self-administration Show organization chart
Advanced Administration
• Customization: general settings Authentication key
• Indicates which attribute user must use to authenticate
• User must also use password• Default is “CN”• Proxy authentication user must have Read rights to
attribute