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FAQ


How do I configure the Certify and Validate forms in rDirectory v.3.1?

Good news!

The v.3.1 release of rDirectory includes a new method to ensure users are updating their Active Directory information. The previous versions of Enforced Data Integrity and the ProfileValidator will now work with the new Certify and Validate forms with some minor configuration changes.

Here’s how to enable the Validate and Certify functionality:

If you are upgrading from v.2.0 of rDirectory and ProfileValidator, there are a couple of configuration changes that must be made in order for the ProfileValidator to work.

First, open the Designer menu and change to Components | Forms. When you make changes to your edit form, you will see a new Tasks tab:

Certify and Validate forms - rDirectory v3.1
(Click to enlarge)

Check the boxes to enable the Validate Data and Certify Information tasks. You can modify the prompt messages if you want, and each task has a required or optional radio-button setting.

For Certify Tasks, you also need to set a "re-certify" period. This defines in days how often you expect users to certify the requested data. This value is stored in an unused attribute that you select.

 

Alert Icon Be very careful about which attribute you choose, because if there is any data already stored there, it will be overwritten. Please refer to the online Help topic Components | Forms Tab | Detail Form Editor for more information about selecting the Certify-Stamp attribute.

 

You can also configure email notifications here for any validate or certify events; however, you must create the email policy first.

This should be all of the requirements needed to complete the upgrade for the ProfileValidator. For more information on the Validate Data and Certify Tasks configuration, please review the documentation included with the upgrade/download files.



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