Usually the best (and simplest) way to gather the information required for Host application definitions is to launch the application.
Host-based application definitions are created using the Form Definition wizard.
The wizard is used to identify one or more text strings that must be present (or not present) on the host application screens for a specific user credential management form (user logon, change password, successful password change, or failed password change).
As you navigate to the user credential management form being defined, record all the user actions required to access the form. These actions must be provided in the form definition for each form while running the Form Definition wizard from the console or from the Application Definition Tool.
After identifying the correct user credential management form, the coordinates of the data entry fields used for submitting the appropriate user credential
information to the application are defined. These are defined by specifying the sequence of actions, or keystrokes required to move between fields or screens and enter text.
The Form Definition wizard is started when:
• Using the Application Definition wizard to create a new application definition
• Editing a form in an existing application definition
• Adding a form to an existing application definition
The type of application being defined is identified when a new application definition is initiated.
See “Application Definition Wizard Overview” on page 42 and “Form Definition Wizard Overview” on page 45 for additional information.
Form Definition Process
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 Host applications:
• Name form
• Identify form
• Set field detection rules
• 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 some previously configured options may require you to alter subsequent settings.
Name Form
When creating application definitions for Host 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 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 Host type applications, the Identify form page is used to provide the information required to have the Password Manager Agent software uniquely recognize the form being defined.
Host applications are identified by locating text strings that appear at specified row and column locations on the host application page. Only enough text string matches required to uniquely identify the host need to be defined.
To add a text-match qualification entry, perform the following procedure:
1. Ensure that the Host application is started and that you already determined the text strings that will be used to uniquely identify the target application.
2. 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 agent software scans a host application, the agent examines the screen 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. After entering the string value to compare and the coordinates where the string appears, click OK. The defined Text to Match entry appears on the Identity form page.
5. Often, more than one text string must be defined to exactly identify the correct start of the target Host application. If more Text to Match strings are required, repeat Steps 2 through 4 for each string.
6. After all Text to Match entries are defined, click Next to continue.