Identity Management

Identity Management
Identity Management
Overview / CQ / Adobe Experience Manager 5.6.1 / Administering /
Individual visitors to your website can only be identified when you allow them to log in. There are various
reasons why you may want to provide a login capability:
• Social Communities When communicating, the visitors need to be able identify each other.
• Closed User Groups
You may need to limit access to your website (or sections of it) to specific visitors.
• Personalization Allowing visitors to configure certains aspects of how they access your website.
Log in (and out) functionality is provided by an account with a Profile, which holds additional information
about the registered visitor (user). The actual processes for registration and authorization may differ:
• Self-registration from the website
For social communities you might allow visitors to register without authorizing each individual profile.
• Request for registration from the website
For a closed user group you might allow visitors to request registration, but enforce authorization by
means of a workflow.
• Register each account from the author environment
If you have a small number of profiles, which will need authorization anyway, you may decide to register
each directly.
To allow visitors to register, a series of components and forms can be used to collect the required
identification information, then the additional (often optional) profile information. After they have registered,
they should also be able to check and update, the details that they have submitted.
Additional functionality can be configured or developed:
• Configure any reverse replication that is required.
• Allow a user to remove their profile, by developing a form together with a workflow.
NOTE
The information specified in the profile can also be used to provide the user with targeted content
via Segments and Campaigns.
REGISTRATION FORMS
A form can be used to collect the registration information, then generate the new account and profile.
For example, users can request a new profile, using the Geometrixx page
http://localhost:4502/content/geometrixx-outdoors/en/user/register.html
Upon submitting the request, the profile page opens where the user can provide personal details.
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 1
Created on 2015-03-02
Identity Management
The new account is also visible in the Users console.
LOGIN
The login component can be used to collect the login information, then activate the login process.
This provides the visitor with the standard fields of Username and Password, with a Login button to
activate the login process when the credentials are entered.
For example, users can either log in, or create a new account, using the Sign In option on the Geometrixx
toolbar, which uses the page:
http://localhost:4502/content/geometrixx-outdoors/en/user/sign-in.html
LOGGING OUT
As there is a login mechanism, a logout mechanism is also required. This is available as the Sign Out option
in Geometrixx.
VIEWING AND UPDATING A PROFILE
Depending on your registration form the visitor may have registered information in their profile. They should
be able to view and/or update this at a later stage. This can be done with a similar form; for example, in
Geometrixx:
http://localhost:4502/content/geometrixx-outdoors/en/user/profile.html
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 2
Created on 2015-03-02
Identity Management
To see the details of your profile click on My Profile in the top right corner of any page; for example with the
admin account:
http://localhost:4502/home/users/a/admin/profile.form.html/content/geometrixx-outdoors/en/user/
profile.html.
You can view another profile using the client context (on the author environment and with sufficient
privileges):
1.
3.
4.
Open a page; for example the Geometrixx page:
http://localhost:4502/cf#/content/geometrixx/en.html
Click My Profile in the top right corner. You will see the profile of your current account; for example the
administrator.
Press control-alt-C to open the client context.
In top left corner of the client context, click the Load a Profile button.
5.
6.
7.
Select another profile from the drop down list in the dialog window; for example, Alison Parker.
Click OK.
Click again on My Profile. The form will be updated with Alison's details.
8.
You can now use Edit Profile or Change Password to update the details.
2.
ADDING FIELDS TO THE PROFILE DEFINITION
You can add fields to the profile definition. For example to add a "Favorite Color" field to the Geometrixx
profile:
1.
From the Websites console navigate to Geometrixx Outdoors Site > English > User >My Profile.
2.
Double-click on the My Profile page to open it for editing.
3.
In the Components tab of sidekick expand the Form section.
4.
Drag a Dropdown List from sidekick to the form, just below the About me field.
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 3
Created on 2015-03-02
Identity Management
5.
6.
Double-click the Dropdown List component to open the dialog for configuration and enter:
• Element Name - favoriteColor
• Title - Favorite Color
• Items - Add several colors as items
Click OK to save.
Close the page and return to the Websites console and activate the My Profile page.
Next time you view a profile you can select a favorite color:
The field will be saved under the profile section of the relevant user account:
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 4
Created on 2015-03-02
Identity Management
PROFILE STATES
There are a number of use cases that require knowing whether a user (or rather their profile) is in a specific
state or not.
This involves defining an appropriate property in the user profile in a way that:
• is visible and accessible to the user
• defines two states for each property
• allows toggling between the two states defined
This is done with:
• State Providers
To manage the two states of a specific property and the transitions between the two.
• Workflows
To manage actions related to the states.
• The User State Toggle Button
A button that allows the user to toggle between the two states.
Multiple states can be defined; for example in Geometrixx these include:
• subscribing (or unsubscribing) to notifications on newsletters or comment threads
• adding and removing a connection to a friend
State Providers
A state provider manages the current state of the property in question, together with the transitions between
the two possible states.
State providers are implemented as components, so can be customized for your project. In Geometrixx these
include:
• Un-/Subscribe Forum Topic
• Add/Remove Friend
Workflows
State providers manage a profile property and its states.
A workflow is needed to implement the actions related to the states. For example, when subscribing for
notifications, the workflow will handle the actual subscription action; when unsubscribing from notifications,
the workflow will handle removing the user from the subscription list.
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 5
Created on 2015-03-02
Identity Management
User State Toggle Button
The user state toggle button can be found in the Collaboration section of the sidekick and can be used for
a variety of Profile States. This component links a State Provider (each of which provides two states for a
specific property) to the two workflows used to move between the two states.
NOTE
The user state toggle button is only visible if the user is logged in; i.e. when a profile is available.
In the Geometrixx forum (Community) this button is used for subscribing and unsubscribing to notification
emails, sent when a new post is added.
From the Settings tab you can define and select:
• Toggle State Provider
The state provider that manages the required property and the state transitions.
From the drop down list you can select from the available State Providers. In Geomerixx these include:
• Un-/Subscribe Forum Topic
• Add/Remove Friend
• Toggle Workflow Model
The workflow to be used when toggling from the default state to the other state.
• Untoggle Workflow model
The workflow used to toggle back to the default state.
From the Texts & Labels tab you can define:
•
•
•
•
•
Button Label Toggled
The label shown after the state has been toggled.
For example, when the user has already subscribed to a forum the label will show Unsubscribe.
Button Label Untoggled
The label shown after the state has been untoggled.
For example, when a user has not yet subscribed to a forum the label will be Subscribe.
Button Label Transition
This label is shown while the transition between the two states is actually taking place. Although usually
this will not be seen, it may be necessary when the transition takes a longer period of time.
Toggled Confirmation Message
The message to confirm that the toggle action has suceeded.
For example, to confirm the subscribe action.
Untoggled Confirmation Message
The message to confirm that the untoggle action has succeeded.
For example, to confirm the unsubscribe action.
PROFILE COMPONENTS
A range of profile components are also available for defining the profile requirements for your site.
PROFILES AND USER ACCOUNTS
Profiles are stored in the Content Repository as part of the the user account.
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 6
Created on 2015-03-02
Identity Management
The profile can be found under /home/users/geometrixx:
On a standard installation (author or publish) everyone has read access to the entire profile information of
all users. everyone is a "Built-in group automatically containing all existing users and groups. The list of
members cannot be edited".
These access rights are defined by the following wildcard ACL:
/home everyone allow jcr:read rep:glob = */profile*
That allows:
• forum, comments or blog posts to display information (such as icon or full name) from the appropriate
profile
• links to geometrixx profile pages
If such access is not appropriate for your installation you can change these default settings.
This can be done using the Access Control tab:
© 2012 Adobe Systems Incorporated.
All rights reserved.
Page 7
Created on 2015-03-02