User Modification Templates



These templates help administrators in customizing the Active Directory user account modification process as per their organizational needs. With the 'Layout View' and 'Modification Rules' features in these templates, administrators can specify the fields that should be:

  • Visible to the Help Desk Technicians when modifying an user account.

  • Automatically updated during the modification process.

Furthermore, the  'Copy User Attributes'  option helps you create a user modification template by copying the attributes of another user account.


Procedure:


In the user modification template creation page, enter the name, description and also the domain in which the new template will be used. In the layout view, select the fields that should be displayed. Using the Modification Rules, specify fields that should be automatically updated and their corresponding values. Save the template.



Steps:

  1. Click on 'AD Mgmt' tab --> 'User Management'

  2. Under 'User Templates' click on User Modification Templates'

  3. In the 'User Modification Templates' page, click on the 'Create New Template' link located in the top right corner. (''User Modification Templates' page will have a list of all the available user modification templates.

  4. Now, in the 'User Modification Template' creation page, enter a 'Template Name' and an appropriate 'Description' for the new template.

  5. Select the 'domain' in which this template will be used.

  6. To use values of another user's attributes to populate the attributes in this template, click the button 'Copy User Attributes', and follow these steps.

  7. In the 'Layout View' select the fields that should be visible to the 'Help Desk Technicians', using the Drag-n-Drop' option. More on working with 'Layout View'.

  8. If you do not wish to hide any field, just specify the values for the attributes, as per your requirement.

  9. Using 'Modification Rules' specify the list of fields (along with their values) and the conditions based on which they should be automatically updated whenever a user account is modified.

  10. After selecting the required fields and specifying the modification rules, click on 'Save Template' to create and save this new template.


Know more about working with 'User Modification Templates' using these 'Use-Case' illustrations.





Selecting/Editing fields using the 'Layout View'


This component helps in specifying the fields that should be visible to the HDTs while modifying User accounts.


Steps to use the 'Layout View':

  1. In the 'User Modification Template' page, click on Layout View'

  2. Click on the 'Enable Drag-n-Drop' button located at the top of the 'Layout Section'. You will now be able to see the 'Field Tray' as well as all the tabs of the template.

  3. To add a new tab, use the '+' icon located just below the Drag-n-Drop' button.

  4. Delete an existing tab by clicking on the 'X' icon that is displayed beside the tab name when that tab is selected.

  5. To hide a tab from the technician during user creation, make it 'silently active' by clicking on the '-' icon that is located beside the delete icon in each tab.

  6. Edit/change the name of the tabs using the edit icon that is located in each tab just before the tab name.

  7. Drag-n-Drop the required fields from the 'Field Tray' to the tab in which you would like to place them.

  8. To add a new 'field group' in any of the tabs, click on the 'Add Group' link located in each tab. Drag-n-Drop the required fields to the new 'field group'.

  9. Edit any field or set it as a mandatory field by click on the edit icon that is displayed beside the field name when the mouse is placed over that field.

  10. In the editing window that pops up, you can make the required changes and also set it as a 'mandatory field' or 'read only', if required.

  11. To move a field from a tab to the field tray, delete the concerned field using the 'X' icon that appears when the mouse is pointed over that field.

  12. You can hide a field from the technicians using the 'Make Silently Active' icon that is displayed on mouse over.

  13. After making all the required changes to the fields, save the changes using 'Save Template'.

Note:

  1. You can also use the 'Layout View' without the 'Drag-n-Drop' option. Just click on each tab, enter the values for the fields and save the template.
  2. You cannot drag-n-drop the fields which are greyed out � all the fields that are being used will be greyed out. By default, all the fields in the field tray will be greyed out as all the fields are used in the tabs.
  3. Drag-n-drop is allowed only for dragging a field from the field tray to a tab. To move a field from a tab to the field tray, 'delete' the field from the tab.
  4. Each field can be used only once and in one tab only. The fields belonging to the Exchange tab cannot be used in any othrer tab and vice versa.
  5. To move a field from one tab to another � the required field has to be deleted from the tab where it is being used, to move the field back to the field tray and then drag-n-drop this field from the field group to the required tab.


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User 'Modification Rules'


These rules help administrators to specify the fields that should be automatically updated whenever a user account is modified. These rules can be created as per the organizational policies/requirements to automatically update the required fields. Modification rules will not be visible to the technicians while modifying user accounts and they perform their actions in the background.


Steps to create User 'modification rules'

  1. In the 'User Modification Template' page, click on 'Modification Rules' button located opposite 'Layout View'.

  2. Click on 'Create New Rule' to create a new modification rule. You can then add an existing rule from other templates or add new rules, as per your requirement.

  3. To use an existing modification rule,

    1. Click on 'Use Existing Modification Rules' link
    2. In the pop-up that opens up, select the template in which the required rules are located and click 'OK' to add those rules in the new template.
    3. You can also edit the rules already configured by selecting the Edit Field icon.

  4. To create a new modification rule, in 'Rule 1' section:

    1. Click on 'Add Conditions' link.
    2. In the 'conditions' section, select the field that has to be checked, the condition and also the value that it must be checked against.
    3. Click on '+' icon to add another condition.
    4. In the 'Assign Values' section, select the fields that must be automatically modified and also the values that they must be updated with, if the conditions are satisfied.
    5. You can specify a custom name for this rule by clicking on 'Rule 1' and keying in the required name.

  5. It is also possible to assign values to fields without evaluating any conditions. In the 'Assign Values' section, select the required field from the list of fields in the 'set' option, assign a value and click on 'ADD' to save this value.

  6. To add a new rule, click on 'Add Rule' button located on the top right corner of the 'Modification Rules' section. Add conditions and then fields to the 'Assign Values' section

  7. Click 'Save Template' to save the changes.


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Field Tray:

In the 'Layout View', the pane on the left extreme has all the default tabs and all their corresponding fields. This pane is called the 'Field Tray'. The fields can be dragged-n-dropped to the required tabs in the template or unwanted fields can be moved back to the field tray from the template.


Make silently active:

Using the make silently active option, it is possible to hide a tab or a field without actually deleting it.

When this option is enabled, the respective tab or field and also the values in the tab will actually be used while creating the user but will not be displayed during the user creation process. All the attributes made silently active will be added in the Active Directory for the corresponding users but will not be displayed during the creation process.

This option is useful in cases where the administrator would like give values to the attributes in the tab but would not like the person creating the user accountto know the values being provided.

This option can be selected by clicking the '-' symbol which is displayed, beside the delete option, when the mouse is positioned over or near the tab name.


Field Group:

A field group contains a group of related attributes placed under one common head.

A new field group can be added using the Add Group' option that is placed inside the tab on the top right corner.

Similar to the tab, a field group or any field that is placed in a field group can be made 'silently active'.


Drag-n-drop:

This option makes is possible to drag and drop the required field or attribute in the required tab.

Click on the tab in which you would like to add a new field. Then, drag and drop the required field from the field tray to the required field group inside the tab.

While moving the field/attribute, there will be a box that will be displayed automatically inside the field group where you move the field to, you can drop the required field inside this box in the required position.


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