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Nathan Jensen Software Engineer Novell, Inc. nbjensen@novell Will Peterson Software Engineer

Expose the Power of Novell eDirectory ™ Using Novell eGuide: Advanced Configuration and Customization. Nathan Jensen Software Engineer Novell, Inc. nbjensen@novell.com Will Peterson Software Engineer Novell, Inc. wpeterson@novell.com. Vision…one Net

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Nathan Jensen Software Engineer Novell, Inc. nbjensen@novell Will Peterson Software Engineer

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  1. Expose the Power of Novell eDirectory™ Using Novell eGuide: Advanced Configuration and Customization Nathan Jensen Software Engineer Novell, Inc. nbjensen@novell.com Will Peterson Software Engineer Novell, Inc. wpeterson@novell.com

  2. Vision…one Net A 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 Mission To 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

  3. 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

  4. Agenda (Novell eGuide) • Client customization • Customization via Administration Tool • Creating customized skins and themes • Q&A

  5. 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

  6. eGuide Features • Directory lookup engine • 100% LDAP-compatible • Multiple directory support and load balancing • Schema detection • 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 • White pages/search • Address book functionality • Multiple search contexts • Wildcard support

  7. eGuide Features (cont.) • Security • Secure through HTTPS • Admin-configurable filter of attributes and classes • SSL LDAP directory authentication • 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 • New features • Role-based services • UIHandlers and DataHandlers • Performance and memory

  8. eGuide Architecture (Framework) req Providers Web server po resp Data eGuide Servlet GW Client po Servlet LDAP client Novell eDirectory Data Templatedirectories details Browser DETAILS.XSL Pocket PC Business logic Java classes DETAIL.XSL Phone Server

  9. Directory Context Configuration • Directory context configuration • Connecting to multiple directories • Attribute settings and UI handlers • Creating multiple search categories • Setting up role-based services

  10. Multiple Directory Contexts

  11. Multiple Directory Contexts (cont.)

  12. Map and Enable Attributes

  13. Selecting a UIHandler

  14. UIHandler: View

  15. UIHandler: Edit

  16. Search Categories

  17. 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

  18. 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

  19. Role-Based Services (RBS)

  20. 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)

  21. Administration Hierarchies “Super admin” iPrint admins Help desk eDirectory admins End users/self-administration with eGuide

  22. 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

  23. 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

  24. Advanced Administration • Demonstration • Directory contexts • Attribute settings • Search categories • RBS

  25. Novell eGuide Customization Client customization: Two levels of customization • Customization via Administration Tool • Colors • Attribute layout and ordering • Other common customization needs • Creating customized skins and themes • Change look and layout • Change the way attributes work together

  26. 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

  27. 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

  28. 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

  29. 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

  30. 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

  31. 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>

  32. 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

  33. XML HTML XSLT Novell eGuide: Customization • How the templates work • XSLT + XML = HTML • XML • Generated by eGuide server • XSLT • Template files

  34. 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

  35. Client Form Layout • NOTE: Frames not required • Default theme uses frames, but this in not a requirement

  36. 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

  37. 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

  38. 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

  39. Novell eGuide: Customization • Detail—template breakdown • Parent document—DETAIL.XSL • Sub-document—UIHANDLERS.XSL

  40. Advanced Administration • Demonstration • Create custom “skin” • Create custom “theme”

  41. Additional Slides

  42. Novell eGuide Security • Two authentication options • Forced authentication mode • (Default authentication mode) • Anonymous mode

  43. 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

  44. 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

  45. Security: Authentication Process Authentication User User “John”

  46. Administration: Security Demo • Security—restrictions • Cookies • Cookie expiration • Force users to authenticate • Allow self-administration • Show organization chart

  47. 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

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