Lab 1 - Getting started with OIM 11g

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1 Lab 1 - Getting started with OIM 11g Contents Lab 1 - Getting started with OIM 11g Introduction Contents VM Accessibility Understand directory structures Database Details Middleware components Server startup/shutdown and Topology Basic usage principles about navigating OIM consoles Installing OIM Customization Installer Extension on JDeveloper Verification of plug-in deployment / undeployment from JDeveloper Appendix - Adding support for newer JDeveloper versions Introduction A pre-installed OIM 11g environment is already available in the VM and it can be used for experiencing the product through practicing various scenarios. In this lab, which is first in the current workshop, basic but relevant aspects of OIM 11g usage have been covered that will help you to get started with the exploration. This lab will include details about important post-install steps including understanding directory structures, understanding oracle database users, starting necessary server components and launch the various consoles to understand the basic usage of the changed UI layout/framework. 1.1 VM Accessibility

2 1.2 Understand directory structures Oracle database installation directory Weblogic middleware home directory Weblogic domain for OIM and SOA OIM Home directory within Weblogic Middleware home SOA Home directory within Weblogic Middleware home Design Console Installation directory Jdeveloper Installation directory Connector Server Installation directory 1.3 Database Details Database instance Database Users Startup/Shutdown 1.4 Middleware components Server startup/shutdown and Topology Weblogic domain Admin server (including SOA application also) compact environment OIM Managed server OIM Design Console DSEE Server Connector Server JDeveloper View deployment topology (in Weblogic) 1.5 Basic usage principles about navigating OIM consoles Unauthenticated Self Service Authenticated Self Service

3 Administration Console Advanced Administration Console Transitional UI Navigation through consoles to use functional modules UI Layout, Left side section Simple search Advanced search Online Help integration BI Publisher console 1.6 Install OIM Customization Installer Extension As JDev Plugin oim-customization-installer.zip 1.7 Verification of Customizations Deployment in MDS Creating Database Connection in Jdeveloper Creating SOA- MDS Connection 2. Contents 2.1 VM Accessibility OS credentials to login: Username : oracle Password : abcd1234 All the applications should always be run within the user session of the oracle user.

4 If needed, the root user password is also abcd Understand directory structures Oracle database installation directory Oracle Database with few required minor patches has been installed on the VM at the following location /u01/app/oracle/product/11.1.0/db_1 Weblogic middleware home directory Weblogic <version> has been installed at the following location /odrive/oracle/oim11g_mwh Weblogic domain for OIM and SOA The directory for Weblogic domain which contains the server components for OIM and SOA is at the following location: /odrive/oracle/oim11g_mwh/user_projects/domains/oim11g_domain SOA Home directory within Weblogic Middleware home /odrive/oracle/oim11g_mwh/oracle_soa1

5 OIM Home directory within Weblogic Middleware home /odrive/oracle/oim11g_mwh/oracle_idm1 Design Console installation directory /odrive/oracle/oim11g_mwh/oracle_idm1/designconsole Jdeveloper installation directory /odrive/oracle/oim11g_mwh/jdeveloper Connector Server Installation directory /odrive/oracle/oim11g_mwh/oracle_idm1/connector_server_java JES Server directory /odrive/installs/jes zip_files 2.3 Database Details Database Instance Hostname orclfmw.example.com Name of the SID idm11gdb Database Users o sys It is the sys (role SYSDBA) user of the database. Password abcd1234

6 o FETRNG3_OIM It is the database user holding OIM product database schema. Password abcd1234 o FETRNG3_MDS It is the database user holding configuration database schema for OIM and SOA products. Password abcd1234 o FETRNG3_SOAINFRA It is the database user holding SOA product database schema. Password abcd1234 o FETRNG3_ORASDPM It is the database user holding SOA User Messaging product database schema. Password abcd1234 Startup/Shutdown Common environment variables [oracle@orclfmw.example.com ~]$ export ORACLE_HOME=/u01/app/oracle/product/11.1.0/db_1 [oracle@orclfmw.example.com ~]$ export ORACLE_SID=idm11gdb [oracle@orclfmw.example.com ~]$ export PATH=$ORACLE_HOME/bin:$PATH [oracle@orclfmw.example.com ~]$ lsnrctl start [oracle@orclfmw.example.com ~]$ sqlplus /nolog SQL> connect /as sysdba;

7 Startup command SQL> startup force; Shutdown command SQL> shutdown immediate; ~]$ lsnrctl stop Easy way available in VM

8 On DB startup, if you see the following error, follow the step mentioned below. Error - ORA-00838: Specified value of MEMORY_TARGET is too small, needs to be at least 996M

9 Solution - SQL> create pfile from spfile; open file /odrive/oracle/database/product/11.1.0/db_1/dbs/initidm11gdb.ora comment the line *.sga_target SQL> startup pfile=/odrive/oracle/database/product/11.1.0/db_1/dbs/initidm11gdb.ora 2.4 Middleware components Server startup/shutdown and Topology Weblogic domain Admin server (including SOA application also) compact environment Startup [oracle@orclfmw.example.com ~]$ cd /odrive/oracle/oim11g_mwh/user_projects/domains/oim11g_domain [oracle@orclfmw.example.com ~]$./startweblogic.sh Weblogic username/password when prompted: weblogic/abcd1234 Note: As this is a compact environment, relevant SOA Application (soa-infra) among the entire SOA Suite has been deployed on the Admin server itself instead of having a separate managed server for SOA Suite, which is the conventional deployment topology when you install the product OOTB. Shutdown [oracle@orclfmw.example.com ~]$ cd /odrive/oracle/oim11g_mwh/user_projects/domains/oim11g_domain [oracle@orclfmw.example.com ~]$./stopweblogic.sh

10 Easy way available in VM On Admin server startup, if you see the following error, follow the step mentioned below. Error - Caused By: weblogic.jdbc.extensions.connectiondeadsqlexception: weblogic.common.resourcepool.resourcedeadexception: 0:weblogic.common.ResourceException:

11 Could not create pool connection. The DBMS driver exception was: Socket read timed out Solution - Remove /etc/resolv.conf and restart the weblogic processes. You may also want to restart the listener processes as well. You could also edit /etc/nsswitch.conf. Note if you are using DHCP and you reboot resolv.conf may get created again. OIM managed server Startup [oracle@orclfmw.example.com ~]$ cd /odrive/oracle/oim11g_mwh/user_projects/domains/oim11g_domain/bin [oracle@orclfmw.example.com ~]$./startmanagedweblogic.sh oim_server1 Shutdown [oracle@orclfmw.example.com ~]$ cd /odrive/oracle/oim11g_mwh/user_projects/domains/oim11g_domain/bin [oracle@orclfmw.example.com ~]$./stopmanagedweblogic.sh oim_server1 t3://orclfmw.example.com:7001 weblogic abcd1234 Easy way available in VM

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13 OIM Design Console ~]$ cd /odrive/oracle/oim11g_mwh/oracle_idm1/designconsole ~]$./xlclient.sh Easy way available in VM

14 Login with OIM xelsysadm user credentials xelsysadm/abcd1234

15 DSEE Server Easy way available in VM

16 Connector Server

17 Easy way available in VM JDeveloper Easy way available in VM

18 JES based server /odrive/installs/jes zip_files/bin/mail.sh

19 Deployment topology (in Weblogic) Weblogic admin console can be accessed from host machine at following URL: OR In case of accessing from other machine, put IP address or qualified hostname Username/password: weblogic/abcd1234

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25 Login to OIM Console OIM console can be accessed from host machine at following URL: OR In case of accessing from other machine, put IP address or qualified hostname Username/password: xelsysadm/abcd1234

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27 2.5 Basic usage principles about navigating OIM consoles OIM - Unauthenticated console Any user without a valid user account in OIM repository can access this console for various relevant operations. The most natural usage of the unauthenticated console will be Self-registration. Open the browser and access the following URL:

28 OIM - Self-service console

29 Any user with a valid user account in OIM repository can access this console for various relevant operations. From unauthenticated console above enter User Login, Password and click Sign In to get to Self Service Console

30 Note: If you are logging in with an OIM user account for the first time, the user interface will get redirected to the page for setting preferable password and also challenge response questions (except the scenario where user account would have been created through self registration). This information is required for serving Forgot Password requests later on day 2, if the user loses her password and then would have to provide answers to the registered challenge questions. OIM - Identity Administration console Any user with a valid user account in OIM repository and appropriate privileges can access the Identity Administration console. Click Administration tab from Self Service Console to get here

31 OIM - Advanced Administration console Any user with a valid user account in OIM repository and appropriate privileges can access the Advanced Administration console. Click Advanced tab from Self Service or Administration Console to get here

32 OIM Transitional UI UI for some of the functionalities exposed through Advanced Administration console is still available in a legacy mode, with the same LAF as OIM 9.1.x version UI. On the Advanced Administration console, click the link Create Access Policy. The following screen entitled Create Access Policy will open in a new pop-up, which is one of the screens available in the transitional UI.

33 Navigation through consoles to use functional modules It is important to understand the basic form of all OIM consoles to identify easy ways of accessing functional modules exposed by them.

34 All OIM consoles provide two points of entry into any exposed functional module. In the Identity Administration console screen shown below, look at one of the functional modules, which is OIM Authorization policy modeling that could be accessed either by clicking on the tab entitled Authorization Policy or the panel of the Welcome page entitled Authorization Policies. The set of operations/options available within a tab (representing functional module) are also available in the corresponding panel for that module on the welcome page. Using the same example shown above, the operations Advanced Search - Authorization Policies and Create Authorization Policy are available on the welcome page panel entitled Authorization Policies and also within the tab Authorization (below)

35 Same behavior is true for ALL OTHER OIM consoles exposing any functional modules that we have discussed in this step UI Layout, left side section Most of the OIM consoles have a thinner section on the left hand side, which would generally have the simple search feature for the relevant set of entities selected in the above combo. Also the width of this thinner left-sided section can be re-sized by dragging the vertical line (highlighted by a thick red band in the screen below). Also notice a arrow button that can hide this left side section.

36 On the top horizontal bar of this thin left side section, there are icons representing various operations (screen below). The same set of operations is also available as values in a dropdown titled Action. These operations could be executed on the entities, which are obtained as simple search results

37 Simple Search As already discussed, the left side thinner re-sizable section mainly contains the simple search wizard. As an example in the screen below, you can check how users can be rapidly searched using the simple search wizard by providing the value xelsysadm (which means value of ANY attribute for an OIM user) in the textfield in front of the combo Users.

38 Results of a simple search will be displayed as in the screen below and clicking on the record from search will open up the record details.

39 Advanced Search

40 As shown in the screen below this interface can be launched by clicking on the link Advanced Search, present in most of the OIM consoles. It can also be launched by clicking the link Advanced Search-<<Entity Name>> in any relevant functional module section (sub page) on the right side. Once launched, one needs to provide input values for the relevant attributes to define the search filter, as shown in the screen below. Finally the search gets executed after clicking the button Search.

41 Search results are obtained in a tabular representation entitled Search Results as shown below

42 If the default set of fields/attributes present on the advanced search screen is not sufficient, more can be added by clicking the combo button Add Fields and selecting the desirable attributes.

43 A field (like Display Name in the screen below) could also be added in the search filter twice, if the matching criterion is different (below example, Contains and Not Contains). A custom added search attribute could also be deleted again by clicking the red cross icon (X)

44 On the top horizontal bar of the search results table, there are icons representing various operations (screen below). The same set of operations is also available as values in a dropdown titled Action. These operations could be executed on the entities which are obtained as advanced search results

45 In order to show more attributes for the search result entities, click on View > Columns > and select as many columns as desired.

46 In order to reorder display of attributes for the search result entities, click on View > Reorder Columns > and reorder the columns by using the up and down arrows available in the popup (as shown below).

47 Online Help Integration All OIM consoles are linked to online help module which is populated with the content relevant to the parent console from where it is launched. Screen shown below shows the link to launch Online Help module for Identity Administration console. Click Help.

48 The Help content gets displayed in popup as shown in the screen below. Click Contents to see a tree based list of contents available to read.

49 Click Search for searching a particular help topic, as shown in the screen below

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51 BI Publisher Console BI Publisher is running at Login as Administrator with Administrator as password and verify that BI Publisher is installed and working. 2.6 Installing OIM Customization Installer Extension on JDeveloper Before using OIM Customization Installer, JDeveloper should be installed on the system, which has been done already on the VM

52 For any customization that has to be deployed using this framework, below folder structure should be followed to package its source as it should show up in the JDeveloper IDE. The package of all the customization artifacts that will be used in this training course, already follow this recommended structure. Folder Structure PROJECT-CONTEXT]/config [PROJECT-CONTEXT]/resources [PROJECT-CONTEXT]/lib [PROJECT-CONTEXT]/src Description All.xml files All the required resources files All the required jar files All java source files Please note that the above folder structure is mandatory. A directory can be left empty, but should not be missed out from the folder structure. Install OIM Customization Installer Extension on JDeveloper Select menu Help -> Check for Updates

53 Select Install from Local File from the wizard.

54 Browse and select the oim-customization-installer.zip package and click Next

55 Click on Finish.

56 Restart JDeveloper

57 Reinstall OIM Customization Installer Extension on JDeveloper Manually delete all the files from the {JDEVELOPER-HOME}/jdev/extensions folder (See the screenshots below). {JDEVELOPER-HOME}/jdev/extensions/OIMCustomizationInstaller.jar (JAR file to be deleted) {JDEVELOPER-HOME}/jdev/extensions/oracle.ide.lcm (Folder to be deleted) Other backup files such as OIMCustomizationInstaller.jar.backup may also be deleted. However it is not necessary that you delete them.

58 To Install/Reinstall OIM Customization Installer, the process of reinstallation of JDeveloper is similar as installation. If plug-in is already installed then JDeveloper will show below screen.

59 Java Project Build Path settings in JDeveloper Please make sure you have added all required jar files for your plug-in java project in JDeveloper. Select desired project and right click on Project Properties.

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61 Select Libraries and Classpath and click on Add JAR/Directory.

62 Browse and add required JAR from local disk. Using OIM Customization Installer Extension for OIM Plugins After restart, OIM customization installer Menu will be displayed under Tools.

63 Select OIM customization installer -> Configure

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65 After saving the configuration details, user can verify connection using Test connection button. Before trying to deploy any project, please make sure you have added the dependent JAR files in the project classpath and have good package folder structure in place. If you wish that these dependent JAR files should also be moved to OIM, then copy these files to [PROJECT-CONTEXT]/lib folder. To perform single click deployment of implemented plug-in in JDeveloper, Tools -> OIM customization installer -> Deploy If the deployment is successful, a success dialog will be shown. If the deployment fails, a failure dialog will be shown.

66 If a plug-in is not already installed, it will show up an error window. To perform single click undeployment of deployed plug-in, Tools -> OIM customization installer -> undeploy If the undeployment is successful, a success dialog will be shown.

67 If the deployment fails, a failure dialog will be shown.

68 2.7 Verification of plug-in deployment / undeployment from JDeveloper Creating Database Connection in JDeveloper. Open JDeveloper and select File -> New.

69 Select General -> Connection -> Database connection

70 Fill all required information to create OIM Database.

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72 Verify connection status to OIM Database using Test Connection Open Resource Palette to navigate the created database connection

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74 You can see created database connection in Resource Palette

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76 Create Database connection to MDS and verify using Test Connection

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78 You can verify database connection under Resource Palette.

79 Creating SOA- MDS Connection Select File -> New from the File menu in JDeveloper window.

80 Create SOA-MDS Connection. [This option will be available only if the Oracle SOA Composite Editor extension is installed on JDdeveloper. This can be downloaded from Oracle SOA Composite Editor ].

81 SOA-MDS connection is nothing but a user-friendly interface to view MDS database details. All the metadata files that have been imported in MDS can be viewed easily in a hierarchical tree structure.

82 Create SOA MDS connection. Please make sure you have selected Connection to MDS database and MDS partition as oim.

83 You can view all uploaded Metadata files using SOA-MDS connection in hierarchical tree structure.

84 Verification of deployed plug-in Verify plug-in table in OIM DB 1. Open database navigator.

85 Open SQL worksheet

86 2. Fire select * from plugins; query in database SQL worksheet and verify plug-in ids which is given in plugin.xml while deployment.

87 3. You can verify the ID of plug-in in result query.

88 4. The same id was provided in plugin.xml. 5. Verify SOA-MDS partition.

89 Verification of undeployed plug-in Verify plug-in table in OIM DB

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91 Verify SOA-MDS partition.

92 Appendix - Adding support for newer JDeveloper versions Not for this training but later if you want to use the OIM Customization installer on a later upcoming version of JDeveloper, follow the procedure mentioned below to update this JDeveloper plugin. 4.1 Extract the contents of oim-customization-installer.zip 4.2 Navigate inside the META-INF directory and open bundle.xml in a text editor

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94 4.3 Update the highlighted line in the below screenshot to specify the latest JDeveloper version for which the support needs to be added.

95 4.4 Repackage oim-customization-installer.zip Delete existing oim-customization-installer.zip file.

96 4.4.2 Create new oim-customization-installer.zip file.

97 4.4.3 The below highlighted will be the latest oim -customization-installer.zip file with the support for the specified version of JDeveloper.

98 Appendix Accessing JES based server INBOX The section below and document illustrates the steps to be taken to configure Thunderbird client for the ids created in the local server (JES). 1. Open Thunderbird client. Click on Tools -> Account Settings

99 2. Click on Outgoing Server (SMTP) -> Add

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101 3. In the pop-up window, - Enter the server name (which should be your full computer name in which you have installed the mail server (like JES)). - Give the outgoing port number as configured in the mail server (the default is 25). - Click OK.

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103 4. Click on Account Settings -> Add Mail Account 5. In the pop-up window,

104 - Enter the address which needs to be configured and the account password. - Click Continue. - Allow the client to identify the server details.

105 6. Click on Manual Setup.

106 7. In the manual setup wizard give the id in Your name and Address fields.

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108 8. Select the Outgoing Server (SMTP) as the one you created in step 2.

109 9. Click on Server Settings option. - Give you full computer name in Server Name field. - Enter the address in User Name field. - Enter the port as defined in the server for Incoming. (The default value is 110). - Ensure that the server Type is POP Mail Server.

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111 10. The above steps complete the configuration of the account in Thunderbird. Verify the setup by sending an on the same account to the same account as shown below.

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