Product Documentation

Form Definition Process

Mar 24, 2011
The form definition process consists of collecting the form-specific identification information, and action information using the following pages in the Form Definition Wizard for Web applications:
  • Name form
  • Identify form
  • Configure other settings
  • Confirm settings

After completing the actions required for a specific page, click Next to proceed through the wizard. The Back button is generally available on each page to return to some previously configured options. However, changing previously configured options may require you to alter subsequent settings.

Name Form

When creating application definitions for terminal emulator (HLLAPI) type applications, the Name form page of the Form Definition Wizard is used to:
  • Assign a user-defined name to the form being created
  • Identify the type of form being created

Consider that the name assigned to the form appears on the Manage forms page of the Application Definition Wizard. Assign a name that is meaningful to the type of form being defined.

Several types of standard user credential processing forms can be defined using the Form Definition Wizard including:
  • Logon form

    Used to identify the logon interface to an application, and to manage the user credential actions required to gain access to the associated application.

  • Password change form

    Used to identify the password change interface to an application, and to manage the user credential actions required to change the user password to the associated application.

  • Successful password change form

    Used to identify the password change interface to an application, and to manage the user credential actions required to acknowledge the successful change to a password for the associated application.

  • Failed password change form

    Used to identify the unsuccessful password change interface to an application, and to define the actions to take when a credential change operation is unsuccessful.

Password Manager Agent Versions 4.0 and 4.1 do not support successful or failed change credentials forms and do not respond to application definitions containing these forms.

If the terminal emulator you are using displays more than one logon or password change page, you must create a form for each page.

Identify Form

When creating application definitions for terminal emulator (HLLAPI) type applications, the Identify form page is used to provide the information required to have the Single Sign-on Plug-in software uniquely recognize the form being defined.

Terminal emulator-based applications are identified by locating text strings that appear at specified row and column locations on the terminal emulator-based application page. Only enough text string matches required to uniquely identify the host need to be defined.

To add a text-match qualification entry

  1. Ensure that the terminal emulator-based application is started and that you already determined the text strings to be used to uniquely identify the target application.
  2. On the Identify form page of the Form Definition Wizard, click Add to add a new text match entry to the list of text match entries used to qualify the application. This action opens the Text to Match dialog box.
  3. Complete the following fields on the Text to Match dialog box:
    • Text string

      Enter the exact text that will be used to identify the application.

    • Row

      Enter the exact row number for the string.

    • Column

      Enter the exact column number for the string.

    Note: When the plug-in software scans a terminal emulator-based application, the screen is searched for the exact text string to appear at the defined row and column location. If the text at the defined coordinates does not match the specified text, the screen is ignored.
  4. Click OK. The defined Text to Match entry appears on the Identity form page.
Often, more than one text string must be defined to exactly identify the correct start of the target terminal emulator-based application. If more Text to Match strings are required, repeat Steps 2 through 4 for each string.

Set Field Detection Rules

The Set field detection rules page is used to identify the location and key actions required to manage the user credential form being defined.

The objective is to create field entries that indicate the user credential to process, the location on the screen where the user credential is to be inserted (row and column coordinates), and the keystrokes required to advance the cursor to the next credential or submit action.

To add a field entry

  1. Click Add to open the Define Field dialog box.
  2. Complete the following fields on the Define Field dialog box:
    • Field function

      Select the user credential to be submitted from among the choices that appear in the drop-down list box.

    • Row

      Enter the exact row number for the string.

    • Column

      Enter the exact column number for the string.

    • Keys after

      Enter the key codes required to advance to the next credential field or to perform the submit action

    Note: Select the Virtual key codes hyperlink to access help information about the valid key codes.
  3. Click OK. The defined field entry appears on the Set field detection rules page.
  4. Repeat Steps 1 through 3 for each user credential required by the form being defined.
  5. The field entries displayed on the Set field detection rules page are processed from top to bottom as they appear on the page. Use the UP ARROW and DOWN ARROW keys to arrange the entries in the sequence required by the user credential form being processed.

Configure Other Settings

The Configure other settings page is used to access advanced settings options for the form being defined. Advanced settings include:
  • Defining an initial form processing delay
  • Defining the keystrokes required to access the user credential management form being defined
  • Defining text string matching criteria that tells the plug-in software to ignore processing

If any additional advanced configuration is required for the user credential management form being defined, click Advanced to open the Advanced Settings dialog box.