OIM Certifications in offline mode

1)       You have the option to download user certification data to your local computer and work on it in an offline mode by using Microsoft Excel without having an active session with Oracle Identity Manager.
The availability of this option can be controlled by enabling or disabling the Enable Interactive Excel option in the Certification Configuration page in Oracle Identity System Administration

2)       After making decisions on the certifications, you can connect to Oracle Identity Manager and upload your decisions.

Configuring Certification Options in Identity System Administration:

1.       In the left pane of Oracle Identity System Administration, under Certifications, click Certification Configuration. The Certification Configuration page is displayed.

• Select Enable Interactive Excel 

2.       The option to download user certification data to your local computer and work on it in an offline mode is available for user certifications only.

3.       This functionality is not available for role, application instance, and entitlement certifications 

4.       For this functionality to work, you must have Microsoft Excel 2007 or 2010

Configure Microsoft Excel to support offline certification:

Step 1: Enable Microsoft .Net Programmability Support

1.  Before you can install the Oracle ADF Desktop Integration add-in, Microsoft Office Excel 2007 or 2010 must have Microsoft .NET programmability support enabled. 
2. You can enable .NET programmability during the installation of Microsoft Office Excel 2007 or 2010. However, if you did not enable it at that time, follow the steps below.

1. On your desktop click the Start button.
2. In the Start Menu, select Control Panel
3. In the Control Panel, double-click the Add or Remove Programs option.
4.  Once the list of installed programs is populated, scroll down to the Microsoft Office Standard 2007 (or 2010) entry and select it.
5.  Click the Change button
6. Select the Add or Remove Features radio button and click Continue
7. Expand the Microsoft Office | Microsoft Office Excel nodes. Select .NET Programmability Support. Click Continue
8. Wait for the Configuration to proceed and when finished, click Close
9.  Close the Add or Remove Programs window
10. Close the Control Panel window

 You've successfully added .NET programmability support to Excel. 

  Step 2: Install the Oracle ADF 11g Desktop Integration Add-in for Excel

You can install the ADF Desktop Integration add-in from JDeveloper, or from the setup tool provided in \jdeveloper\adfdi. This part of the tutorial guides you through installing the add-in from JDeveloper.

1. Start JDeveloper by selecting  Start > All Programs > Oracle Fusion Middleware 11.1.2.0.0 > JDeveloper Studio 11.1.2.0.0.

If the Migrate User Settings dialog box opens, click NO.

2. If prompted for a User Role, choose Studio Developer (All Features)  and Close the Tip of the Day window.
3. The JDeveloper IDE should now be displayed.
4. From the Tools menu choose Install ADF Desktop Integration
5. Accept the licence agreement then The ADF Desktop Integration installer is started.
6. Various verification checks are carried out, and if all is in order, installation can begin. Click the Install button to proceed
7. Installing the ADF Desktop Integration add-in starts. Notice that depending on software already installed, you might be prompted to install other mandatory prerequisites, and in some cases to reboot your computer
8. Once Microsoft Office customization has been successfully installed, click Close to exit.

Step 3: Configure Excel to Run an Integrated Excel Workbook

You need to configure Microsoft Excel settings to make it accessible from ADF Desktop Integration. You only need to perform this procedure once for a given installation of Excel.

1. On your desktop, click the Start button.
2. In the Start menu, select All Programs > Microsoft Office > Microsoft Office Excel 2007 (or 2010).
3. Once Microsoft Excel is started, click the Office button
4. In the Office window, click Excel Options.
5. In the Excel Options window, click the Trust Center tab, then click the Trust Center Settings button
6. In the Trust Center window, click the Macro Settings tab, then check the Trust access to the VBA project object model checkbox. Click OK
7. Back in the Excel Options window, click OK
8. Back in Excel, close the application

Step 4: Add certificate to trust the software that was installed

The Certificate Manager tool (Certmgr.exe) is a command-line utility, whereas Certificates (Certmgr.msc) is a Microsoft Management Console (MMC) snap-in.

1.  To open the certificate Management Console  windows+R
2. in the MMC, select the Trusted Publisher and import the certificate.
3. The certificate is located at MW_HOME/oracle_common\modules\oracle.adf.desktopintegration_11.1.1
4. Extract the adfdi-excel-runtime-client-installer to obtain the certificate
5. The Certificate name is adfdi-public-key and load this certificate into Trusted Publishers through MMC

Now the Excel ready to show the data that is been downloaded from OIM dashboard.

Offline Certification Process:

When the Enable Interactive Excel option is enabled, the Download to Editable Excel menu option is available in the Actions menu in the certification detail and certification summary pages of the user certification.

To work on a user certification in offline mode:

1. Open a user certification from the Dashboard or Inbox.
2. From the Actions menu, select Download to Editable Excel. A message box is displayed with the options to open or save the file.
3. Select Open with.
4. Make sure that Microsoft Office Excel is selected instead of Microsoft Office Excel (Default). Microsoft Office Excel (Default) is the version of Excel for which the plugin for this functionality is not enabled.
5. Click OK. A message box is displayed asking whether you want to connect to the corresponding server where the application is running and from where the spreadsheet was downloaded.
6. Click Yes. The page to login to Oracle Identity Self Service is displayed. This provides an extra layer of security before you can download the data to work on.
7. Login to Oracle Identity Self Service by providing the credentials. The user certification data is downloaded into a spreadsheet.
8. Click the Certification tab. This displays the list of options available when you work on a record
9. Select the decisions from the drop-down for each user. When a decision is selected, the Changed column displays a flag that indicates the change. The area highlighted in grey color is a read-only area and no changes can be made there.
10. Decisions other than Certify cannot be updated unless certain conditions are met, and as a result, the data upload will fail. To view these errors, double-click the error field under the status column. Then, you can perform the necessary action to fix it before trying to upload again.

The actions can be:

• Revoke: Comments are required. 
• Abstain: Comments are required.
• Certify Conditionally: Comments and an end date are required.

Once the decison been taken then   Please click on Save to Server to load back the certifications.