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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Grouping data

On certain pages you can group data by specific properties.

To group data

  1. Open the page with the table whose data you want to group.

  2. In the Group drop-down, select the property to use for grouping the data.

    TIP: To reset the grouping, in the Group by drop-down, click (Reset).

Exporting data from tables

You can export data from tables in CSV, JSON, or PDF format. This function is available at different points in the Web Portal.

To export table data

  1. On the page with the table whose data you want to export, click Settings > .Export data.

  2. In the Export Data side panel, in the Export format drop-down, select the format you want to use for the export.

  3. To specify how much data to export, enable one of the following options:

    • Displayed data: Exports only the data on the page currently displayed.

    • All data: Exports all the data.

  4. (Optional) To add additional table columns and their data to the export, perform the following actions:

    1. Click Add column.

    2. In the new Column to export drop-down, select the corresponding table column.

  5. (Optional) To change one of table columns you want to export, select another table column from the corresponding Column to export drop-down.

  6. (Optional) To exclude a table column from the export, click Delete next to the corresponding Column to be exported drop-down.

  7. (Optional) To change the order of the table columns to exported, move the mouse pointer over (Move) and drag the element to its new position.

  8. Click Export.

Using filters

You can find the filter function represented by (Filter) on a lot of pages. It provides you with a selection of different default filters.

NOTE: The contents of the filters vary depending on context.

In some places in the Web Portal you can create custom filter conditions. The filter conditions are formulated like a condition (WHERE clause) for a database query. You can use a wizard to formulate the queries. Each condition is displayed in a special control in the wizard.

To apply a default filter

  1. On the page with the filter function, click (Filter).

  2. In the Filter Data side panel, on the Default Filter tab, enable the filter you want to use.

  3. Click Apply filter.

  4. (Optional) To reset the filter, click (Filter) and then Clear filters.

To apply a custom filter

  1. On the page with the filter function, click (Filter).

  2. In the Filter Data side panel, click the Custom Filter tab.

  3. On the Custom Filter tab, create your custom filter using the conditions provided in the filter wizard. Perform the following actions as well:

    1. In the Property drop-down, select the relevant property.

    2. In the Operator drop-down, select a logical operator.

    3. In the Value field, set the comparison value.

    4. (Optional) To add another condition, click Add another condition and repeat the steps.

    5. (Optional) To change the way the conditions are linked, next to Logical operator, click And or Or.

    TIP: To remove a condition, click (delete) next to the condition.

    For more information about customizing filter conditions, see Custom filter conditions.

  4. Click Apply filter.

  5. (Optional) To reset the filter, click (Filter) and then Clear filters.

Detailed information about this topic

Custom filter conditions

In some places in the Web Portal you can create custom filter conditions.

The wizard is available to you at different places in the Web Portal.

To use the wizard, first select a property then specify a comparison operator and a comparison value.

Comparison operators

You can use the following operators to define a condition. The type of comparison operator depends on the selected property.

Table 2: Comparison operators

Value type

Operator

Description

Text value

= (equal to)

Finds the same text value.

precedes the word in the dictionary

Finds all results that occur before the entered text in alphabetical order.

follows the word in the dictionary

Finds all results that occur after the entered text in alphabetical order.

not equal

Finds all results that are not the same as the entered text.

is contained in

Finds all results that include one of the given text values.

Click Add new value to add another value.

contains

Finds all results that contain the text value.

starts with

Finds all results that begin with the entered text value.

ends with

Finds all results that end with the entered text value.

is equal or precedes the word in the dictionary

Finds all results that either contain the entered text value or occur before the entered text value in alphabetical order.

is equal or follows the word in the dictionary

Finds all results that either contain the entered text value or occur after the entered text value in alphabetical order.

Numerical value

< (less than)

Finds all results that are smaller than the entered numerical value.

> (greater than)

Finds all results that are larger than the entered numerical value.

= (equal to)

Finds all results that are the same as the entered numerical value.

<= (less or equal to)

Finds all results that are less than or equal to the entered numerical value.

>= (greater or equal to)

Finds all results that are greater than or equal to the entered numerical value.

<> (not equal to)

Finds all results that are not the same as the entered numerical value.

Date value

< (before/older than)

Finds all results that are older than the given date.

> (after/younger than)

Finds all results that are younger than the given date.

= (equal to)

Finds all results that are the same as the given date.

<= (before/older than or equal to)

Finds all results that are greater than or equal to the given date.

>= (after/younger than or equal to)

Finds all results that are younger than or equal to the given date.

<> (not equal to)

Finds all results that are not the same as the given date.

Boolean value

Property is activated

If the switch is set, all results are searched for where this property is enabled.

If the switch is not set, all results are searched for where this property is disabled.

Comparison values

You can directly enter a date, numeric, or text value as a comparison value. The type of the value depends on the selected column.

You can enter date values as relative (in hours, days, months, or years) but also as absolute values (fixed date).

Boolean values

Set the switch to display all data sets with this property is enabled.

Do not set the switch to display all data sets with this property is disabled.

Link conditions

To link conditions you can use the logical operators AND and OR.

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