1. www.novell.com 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

4. 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

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

6. 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

7. 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

8. 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

9. 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 eDirectory LDAP client po Data

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

11. Multiple Directory Contexts

12. Multiple Directory Contexts (cont.)

13. Map and Enable Attributes

14. Selecting a UIHandler

15. UIHandler: View

16. UIHandler: Edit

17. Search Categories

18. 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

19. 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

20. Role-Based Services (RBS)

21. 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)

22. Administration Hierarchies “Super admin” End users/self-administration with eGuide Help deskeDirectory adminsiPrint admins

23. 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

24. 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

25. Advanced Administration Demonstration Directory contexts Attribute settings Search categories RBS

26. 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

27. 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

29. 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

30. 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

31. 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

32. 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

33. Skin Customization Sample file: Quiet.colors.XML f7e5c8 8e9fb1 f7e5c8 b68d67 000000 FDFDFD eGuide_Header trans_quiet_white

34. 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

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

36. 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

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

38. 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

39. 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

40. 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

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

42. Advanced Administration Demonstration Create custom “skin” Create custom “theme”

44. www.novell.com Additional Slides

45. Novell eGuide Security Two authentication options  Forced authentication mode (Default authentication mode)  Anonymous mode

46. 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

47. 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

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

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

50. 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