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Open Client Developer's Guide | |
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Best Practices for CustomizationThe Open Client user interface can easily be customized by specifying
colors, graphics, and preference settings consistent with your environment.
The Open Client source code can also be modified to meet your application
needs, including extending the supplied Data Providers and User Controls
to create a fully customized application. If more complex customization
is required, developers can leverage the IDM COM objects to write a custom
ASP.NET Web application. For more information about customizing the Open
Client through the use of COM objects, see Developing
with IDM COM Objects in the .NET Environment. The following sections describe in more detail the available configuration options and points to consider when customizing the Open Client. Basic CustomizationBasic customization of the Open Client can be accomplished in a variety of ways, such as through the use of corporate identity style sheets and graphics, or by configuring preferences for the out-of-the-box installation. Configuring LibrariesThe Open Client libraries must be configured on the Web server using the IDM Desktop IDM Configure tool. Honoring IDM PreferencesThe Open Client runs on top of IDM Objects, and preferences honored by the foundation IDM Objects are also honored by the Open Client. However, while most ActiveX client preferences are not supported in Open Client 3.3 and earlier, an increasing subset will be supported in future releases. For a detailed list of supported preferences, see the Help for Open Client Administrators. Setting Open Client PreferencesThe Open Client supports a preference data provider, which has a structure similar to the IDM Preference Objects, but the preferences are stored in an XML file, rather than in the registry. This significantly simplifies the installation and upgrade procedures. The Data Provider allows for simple installation and upgrade procedures. Preferences can be edited using any XML or text editor. Using Site PreferencesExamples of Open Client 3.3 preferences include the following:
For a detailed list of supported site preferences, see the Help for Open Client Administrators. Advanced CustomizationThe Open Client is delivered with full source code, including all ASPX pages, User Controls, Data Providers and utilities. Advanced customization of the Open Client can be accomplished by modifying the source code and ASPX pages, or by extending the supplied Data Providers and User Controls to create a custom application. Suggestions for CustomizingFollow these suggestions when customizing the Open Client:
Upgrading a Customized ApplicationFollow these steps when upgrading a customized Open Client application:
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