Administration Console: Tabs Configuration Page

The tabs you set up in PeopleUpdate allow you to manage your Active Directory by subdividing it into silos of information most appropriate to your organization. Each tab has a completely independent directory, attribute and page configuration than other tabs, allowing you myriad capabilities to customize your PeopleUpdate installation. You can set up tabs for each department within your organization, for each major office location or for different functional groups. The possibilities are really only limited by your imagination and your organization’s needs.

Use the Tabs configuration page in the Tab Configuration section of the Administration Console to create, move, delete and set properties for tabs.

Accessing the Tabs Configuration Page

You must have administrative access to the PeopleUpdate Administration Console to modify tabs.

To navigate to the Tabs page:
  1. Log in to the Administration Console. Click here for more information about logging into the Administration Console.

  2. Click Tabs in the left navigation bar in the Tab Configuration section.

Creating New Tabs

You can add tabs to your configuration to create a new configuration set that has a customized directory, attribute and task nav configuration. The tab’s collection of configuration settings is completely independent of other tabs’ settings and allows you to highly tailor the tab to meet the needs of a particular group within your organization.

You must create a new tab by copying an existing tab. This requirement makes it easier to configure the new tab since the new tab already has configuration data and you do not have to start from scratch to create it.

To create a new tab:
  1. Navigate to the Administration Console’s Tabs page.

  2. Enter a name for the tab in the Name field.

  3. Select a tab to use as a model to create the new tab in the Copy From list. Choose the tab that has the most similar configuration to the new tab you are creating.

  4. Click Add Tab to create the new tab.

Changing Tab Order

The order in which tabs display allows you to group functional tabs near each other to allow intuitive access for your users. The tab display order from top to bottom as shown on the Tabs configuration page translates to a left to right display in the Search Console.

To move a tab up or down:
  1. Navigate to the Administration Console’s Tabs page.

  2. Click the up arrow to move the tab up in the order. Click the down arrow to move the tab down in the order.

Changing the Name of a Tab

Tabs display their name in the Search Console when users view them. You can change the name of a tab without negatively impacting the application.

To change a tab’s name:
  1. Navigate to the Administration Console’s Tabs page.

  2. Click Edit next to the tab you want to hide.

  3. Enter the new name for the tab.

  4. Click Save to save the changes to the tab.

Showing and Hiding Tabs from Users

One of the most powerful capabilities the new tab feature in PeopleUpdate v3.0 is the ability to show and hide tabs only to designated users. You can set up a tab’s security configuration to hide sensitive information like employee IDs from unauthorized users by hiding the tab from those users. This feature allows you to also control the number of tabs your users see by targeting relevant tabs to groups of users who need those tabs to do their jobs.

To implement security to show or hide a tab from certain users:
  1. Navigate to the Administration Console’s Tabs page.

  2. Click Edit next to the tab you want to hide.

  3. Select the access control list you want to apply to the tab from the Access Control List list box. The access control list group members will be the only users who can see the tab; other users outside of those groups will not see the tab at all.

  4. Click Save to save the changes to the tab.

Localizing Tabs

Not only can you localize your PeopleUpdate application at the global level, you can override the global localization with a tab-level localization. You might want to use this feature if you are a multi-national corporation operating offices in locations that speak multiple languages. You can then expose PeopleUpdate to each office in their native language and consolidate administration to one PeopleUpdate instance instead of managing multiple application distributions.

If you do not set a localization file or if the file cannot be located for the tab then the tab will use the global localization file. If there is no global localization file available then the tab (and entire application) will use the default language implementation.

Refer to the Branding configuration topic for setting up a global localization file.

To localize a tab:
  1. Navigate to the Administration Console’s Tabs page.

  2. Click Edit next to the tab you want to localize.

  3. Enter the path to the localization file to use for the tab. You can enter the path as a local file path, a UNC path or an HTTP path. Basically, if the path is accessible by the web server then it should be valid.

  4. Click Save to save the changes to the tab.

Setting the No Data Found Message for a Tab

Not only can you set a default message when no data is found in PeopleUpdate, you can override the global message with a tab-level message. You might want to use this feature if you want to have a different message on a tab, for example, with a different contact telephone number for resolving the data issue.

If you do not set a No Data Found Message for the tab then the tab will use the global No Data Found Message.

Refer to the Branding configuration topic for setting up a global No Data Found Message.

To set a No Data Found Message for a tab:
  1. Navigate to the Administration Console’s Tabs page.

  2. Click Edit next to the tab on which you want to change the No Data Found Message.

  3. Enter the No Data Found Message to use for the tab.

  4. Click Save to save the changes to the tab.

Deleting Tabs

You can delete tabs from the interface if they no longer meet your needs or if your interface gets too cluttered. Use care when deleting tabs, though, since deleted tabs are permanently removed from the configuration and you cannot recover them.

To delete a tab:
  1. Navigate to the Administration Console’s Tabs page.

  2. Click the X icon next to the tab you want to delete.

  3. Confirm the deletion in the dialog box that appears. Remember that you cannot undo this operation and the tab will be permanently deleted from the configuration.