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Expose the Power of Novell eDirectory™ Using Novell eGuide: Advanced Configuration and Customization

Nathan JensenSoftware EngineerNovell, Inc.nbjensen@novell.com

Will PetersonSoftware EngineerNovell, Inc.wpeterson@novell.com

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

Providerspo

req

resp

Business logic Java classes

details

DETAILS.XSL

DETAIL.XSL

eGuide

Nov el l

eDir ect ory

LDA P c lien t

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 customization1. 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” FilesStatic 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”

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Additional 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