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Specify Smart Group Query Attributes

For an identity store, you can choose whether all or specific schema attributes should be available on the following pages in the portal:

  • The Query Designer, where you can specify queries for Smart Groups and Dynasties for membership update. The Query Designer can be launched from:

    • The Create Object wizard for Smart Groups and Dynasties
    • The properties page for Smart Groups and Dynasties
    • When you upgrade a static group to a Smart Group or Dynasty

    The schema attributes you specify would be available to portal users on the Filter Criteria tab of the Query Designer for building Smart Group/Dynasty queries.

    filter_criteria_tab

  • The Sub-Manager Query Designer for a Recursive Managerial Dynasty, where you can specify a query for sub-manager selection.

    sub-manager_query

  • The Add Attributes dialog box for Dynasties. The schema attributes you specify would be available in the Group Items By field, which is used to divide the query results into groups. GroupID creates a new child group for each unique value of the attribute that users select in the Group Items By field.

    add_attributes

  • The Query Designer for importing members to a group using an external data source. The specified schema attributes would be available on the Filter Criteria tab of the Query Designer for building membership import queries.
    You can launch this Query Designer using the Import button on the Members tab in group properties (for static groups, Smart Groups and Dynasties).
    importmembers

  • The Query Designer for query-based search, where users can define a query to search the directory.
    The schema attributes you specify would be available to portal users on the Filter Criteria tab of the Query Designer for building search queries.
    Users can launch the Query Designer for searches from the portal’s Advanced Search page.

You can also specify the following for an attribute:

  • The operator(s) that can be applied to the attribute on the Query Designer dialog boxes. For example, if you allow the ‘Contains’ and ‘Equals’ operators for the ‘cn’ attribute, then only these operators will be displayed when users select the ‘cn’ attribute on any of the Query Designers.
  • The display type to use for specifying the value of the attribute. For example, it can be a simple text box, a drop-down list, or a button that launches the Find dialog box for searching and selecting an object.
  • The maximum number of characters that users can enter as value for an attribute.

What do you want to do?

Allow All Schema Attributes​

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.
  2. Click the ellipsis button for a portal and select Settings.
  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
  4. Click Smart Group Attributes in the left pane.
  5. On the Smart Group Attributes page, click the All Attributes tile under Select Smart Group Attributes.
    All schema attributes in the identity store (directory) would be available to portal users on the different Query Designers and the Add Attributes dialog box.
  6. Click Save.

Allow Specific Attributes​

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.

  2. Click the ellipsis button for a portal and select Settings.

  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.

  4. Click Smart Group Attributes in the left pane.

  5. On the Smart Group Attributes page, click the Selected Attributes tile under Select Smart Group Attributes. The Name column lists any attributes that you have already specified.

  6. To add an attribute, click Add. The Add Smart Group Attribute pane is displayed.

  7. Use the Fields box to select one or more schema attributes. These attributes would be available in the portal, where users can use them for building Smart Group queries and other purposes.

  8. Use the Display Name box to specify a user-friendly name for the attribute. The attribute would be displayed in the portal with this name.
    This box is not available when multiple attributes have been selected.

  9. Select a security role in the Visibility Level drop-down list. The attribute(s) would be visible to users of the selected role and roles with a priority value higher than the selected role. See Priority.
    Select Never to hide the attribute(s) from all users.

  10. Use the Display Type drop-down list to specify the display type to use for enabling users to provide a value for the attribute(s) in the portal. For example, you can select a text box, drop-down list, or DN as display type. In case of DN, users can search and select a directory object as value for the attribute.
    The list contains basic display types and custom display types defined on the Custom Display Types page. See the Display Type Categories topic.
    When multiple attributes are selected in the Fields box, this display type applies to each of them. You can edit an attribute later to apply a different display type.

  11. In the ToolTip Text box, enter the text to display when a user hovers the mouse over the attribute .

    This box is not available when multiple attributes have been selected.

  12. In the Max Length box, enter a number that represents the maximum number of characters that users can enter as value for an attribute.
    Entering 0 indicates that the attribute(s) can accept an unlimited number of characters as value.

  13. The Selected Operators area lists the operators that can be applied to attributes in the Query Designers.
    Select the check box for the operator(s) you want to provide for the selected attribute(s).

  14. Click OK.

  15. Click Save on the Smart Group Attributes page.

Update the Properties of a Query Attribute​

You can change the following for an attribute:

  • The display name of the attribute (the attribute is displayed with this name in the Query Designers and the Add Attribute dialog box)
  • The operators that users can apply to the attribute in the Query Designers
  • The display type used to provide a value for the attribute in the Query Designers
  • The maximum characters that users can enter as value for the attribute in the Query Designers
  • Visibility level
  • Tooltip

To update attribute properties:

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.
  2. Click the ellipsis button for a portal and select Settings.
  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
  4. Click Smart Group Attributes in the left pane.
  5. On the Smart Group Attributes page, click the Selected Attributes tile under Select Smart Group Attributes. The Name column lists any attributes that you have already specified.
  6. Click Edit for an attribute to update its properties.
  7. On the Edit Smart Group Attribute pane, the attribute name is read-only. To update all other details, follow steps 8 - 15 in the Allow Specific Attributes topic.

Remove a Query Attribute​

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.
  2. Click the ellipsis button for a portal and select Settings.
  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
  4. Click Smart Group Attributes in the left pane.
  5. On the Smart Group Attributes page, click the Selected Attributes tile under Select Smart Group Attributes. The Name column lists any attributes that you have already specified.
  6. Click Remove for an attribute to remove it. Removed attributes would not be available in the portal for building Smart Group queries and other purposes. However, Smart Groups and Dynasti created using those attributes will be unaffected.
  7. Click Save.

See Also