The following figure illustrates the driver editor. This editor provides a graphical interface so that you can manage Identity Manager Driver objects, policy sets, and policies.
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In this section:
You can access the driver editor from either the Outline view or from the Enterprise Editor.
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You can also click the Policy Flow icon on the Outline view toolbar.
The Policy Editor consists of three main areas:
The Policy Flow area enables you to view and manage the Drivers Class/Attribute filter as well as policies contained in the various policy sets. When you select a policy set (for example, a Publisher matching policy set), the Policy Set Manager displays the policies contained in that set, and the Policy Builder displays the rules in a selected policy.
The policy flow image also displays the flow of documents through the system. For example, an input document generated by the application follows the Publisher path identified by the green arrow beginning with the Input Policy Set and moving toward the Identity Vault. Result documents generated by the Identity Manager engine for the input document continue to follow the green arrow flowing back to the connected system through the Schema Mapping and Output Policy Sets.
Input documents generated on the Subscriber channel behave similarly by following the orange arrow beginning at the Identity Vault and flowing to the connected application. Result documents generated by the application and Identity Manager driver continue to follow the orange arrow back through the Input and Schema Mapping Policy Sets to the Identity Vault.
Only Add operations flow through the Matching, Creation, and Placement Policy Sets on both the Subscriber and Publisher channels. All other operations follow the dotted line, bypassing these policy sets to the Command policy set.
Policy Flow Key
The Policy Flow Key describes aspects of the policy flow image, such as empty or filled Policy Sets, as well as the path that documents take on the Publisher and Subscriber channels. Documents on the Subscriber channel begin at the Identity Vault, while documents on the Publisher channel begin at the connected application.
Keyboard Support
Keystroke | Description |
---|---|
Up Arrow | Navigate Up |
Down Arrow | Navigate Down |
Tab | Navigate Down |
Shift + Tab | Navigate Up |
Left Arrow | Switch Channels |
Right Arrow | Switch Channels |
The Policy Set Manager contains a tool bar and a list of policies.
The policy list displays all the policies contained in the selected policy set. During a transformation, the policies within the list are executed from top to bottom. The toolbar contains buttons and a drop-down menu that you can use to manage policies displayed in the list. Management of policies includes editing, adding, deleting, renaming, and changing the processing order of the policies.
When you select a policy in the list, the following occurs:
Policy Manager Toolbar
Operation | Description |
---|---|
Edit a Policy ![]() |
Launches the appropriate policy editor. |
Add a Policy ![]() |
Launches the Add Policy wizard. |
Delete a Policy ![]() |
Deletes the policy from the project. |
Remove a Policy![]() |
Removes the policy from the selected Policy Set but doesn't delete the policy. |
Move Up![]() |
Moves the policy up in the processing order. |
Move Down![]() |
Moves the policy down in the processing order. |
Keyboard Support
Keystroke | Description |
---|---|
Up Arrow | Moves the selected policy up in the processing order. |
Down Arrow | Moves the selected policy down in the processing order. |
Delete | Deletes the policy from the project. |
Minus | Removes the policy from the selected policy set. |
Plus | Launches the Add Policy Wizard. |
Ctrl + Z | Undoes the last operation. |
Ctrl + Y | Redoes the last operation. |
The Policy Builder displays a read-only version of the selected policy.
To access the Policy Builder and make changes to a policy:
To access the Policy Manager Overview, click a Notify filter in the driver editor.
The Policy Flow Key describes the following:
The Add Policy Wizard enables you to do the following:
To launch the Add Policy wizard:
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You would change this setting if you want to create policies in a different container. For example, you can set up a policy library under a dummy driver, put all of the common policies under this driver, and then simply reference the policies from the other drivers. That way, the policy is common. If you need to change a policy, you have to do it only once.
If a policy is not reused by multiple drivers, you typically create that policy under the driver or channel that is using it.
The new policy appears in the expanded Set item.
You can also add a policy by right-clicking a Set item in the Policy Set Manager.
Note: Linking a policy into a policy set is not permitted when Viewing All Policies.
Linking a policy into a policy set doesn't create a new Policy object. Instead, it adds a reference to an existing policy. This reference can be to any existing policy within the current Identity Vault. It doesn't have to be contained within the current Driver object, but the policy type must be valid for the policy set that it is being linked to. For example, you can't link a Schema Mapping Policy into an Input Policy Set.