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Identity Manager 9.2 - Report Subscriptions Administration Guide

Report subscriptions in the One Identity Manager Providing subscribable reports for Web Portal users Creating and editing subscribable reports Sending subscribed reports Configuration parameters for subscribable reports Technical details for inheriting subscribable reports

Creating and editing subscribable reports

In the default installation there are predefined reports available to which Web Portal users can subscribe. You can also create new reports or make copies of predefined reports to modify. All the reports available to Web Portal users for subscription are those you have set up in the Report Editor. You can set up several subscribable reports with different parameters for each report.

Detailed information about this topic

Basic data for subscribable reports

The following basic data is relevant to providing subscribable reports in One Identity Manager.

  • Configuration parameter

    Use configuration parameters to configure the behavior of the system's basic settings. One Identity Manager provides default settings for various configuration parameters. Check the configuration parameters and modify them as necessary to suit your requirements.

    Configuration parameters are defined in the One Identity Manager modules. Each One Identity Manager module can also install configuration parameters. In the Designer, you can find an overview of all configuration parameters in the Base data > General > Configuration parameters category.

    For more information, see Configuration parameters for subscribable reports.

  • Schedules

    Each user specifies their personalized schedule for sending subscribed reports in the Web Portal. One Identity Manager supplies some default schedules. For more information, see Report subscription schedules.

  • Mail templates

    Mail templates are used to send reports subscribed in the Web Portal, to the subscribers. There are some mail templates available in the default installation that can be used for sending report. For more information, see Mail templates for notifications about report subscriptions.

Report subscription schedules

IMPORTANT: Do not change any schedules set up by users using the Web Portal.

Each user specifies their personalized schedule for sending subscribed reports in the Web Portal. Furthermore, One Identity Manager supplies the following schedules for report subscriptions by default.

  • Daily report subscriptions

  • Weekly report subscriptions

  • Monthly report subscriptions

  • Quarterly report subscriptions

  • Bi-annual report subscriptions

  • Annual report subscriptions

If needed, you can change the default report subscription schedules or create new schedules.

For more information about schedules, see the One Identity Manager Operational Guide.

Detailed information about this topic

Creating and editing schedules for report subscriptions

IMPORTANT: Do not change any schedules set up by users using the Web Portal.

If needed, you can change the default report subscription schedules or create new schedules.

To edit a schedule

  1. In the Manager, select the Report Subscriptions > Basic configuration data > Schedules category.

    The result list shows exactly those schedules configured for report subscriptions.

  2. Select a schedule in the result list and run the Change main data task.

  3. Edit the schedule’s main data.

  4. Save the changes.

To create a schedule

  1. In the Manager, select the Report Subscriptions > Basic configuration data > Schedules category.

  2. Click in the result list.

  3. Edit the schedule’s main data.

  4. Save the changes.

Edit the following schedule properties.

Table 2: Schedule properties

Property

Meaning

Name

Schedule ID. Translate the given text using the button.

Description

Detailed description of the schedule. Translate the given text using the button.

Table

Table whose data can be used by the schedule. Schedules for report subscriptions must refer to the RPSSubscription table.

Enabled

Specifies whether the schedule is enabled.

NOTE: Only active schedules are run. Active schedules are only run if the QBM | Schedules configuration parameter is set.

Time zones

Unique identifier for the time zone that is used for running the schedule. Choose between Universal Time Code or one of the time zones in the menu.

Start (date)

The day on which the schedule should be run for the first time. If this day conflicts with the defined interval type, the first run is on the next available day based on the start date.

Validity period

Period within which the schedule is run.

  • If the schedule will be run for an unlimited period, select the Unlimited duration option.

  • To set a validity period, select the Limited duration option and enter the day the schedule will be run for the last time in End (date).

Occurs

Interval in which the task is run. Other settings may be required depending on the settings.

  • Every minute: The schedule is run once a minute. The starting point is calculated from the rate of occurrence and the interval type.

  • Hourly: The schedule is run at defined intervals of a multiple of hours such as every two hours.

    • Under Repeat every, specify after how many hours the schedule is run again.

    • The starting point is calculated from the rate of occurrence and the interval type.

  • Daily: The schedule is run at specified times in a defined interval of days such as every second day at 6am and 6pm.

    • Under Start time, specify the times to run the schedule.

    • Under Repeat every, specify after how many days the schedule is run again.

  • Weekly: The schedule is run at a defined interval of weeks, on a specific day, at a specified time such as every second week on Monday at 6am and 6pm.

    • Under Start time, specify the times to run the schedule.

    • Under Repeat every, specify after how many weeks the schedule is run again.

    • Specify the set day of the week for running the schedule.

  • Weekly: The schedule is run at a defined interval of months, on a specific day, at a specified time such as every second month on the 1st and the 15th at 6am and 6pm.

    • Under Start time, specify the times to run the schedule.

    • Under Repeat every, specify after how many months the schedule is run again.

    • Specify the days of the month (1st - 31st of the month).

    NOTE: If the Monthly interval type with the sub interval 29, 30 or 31 does not exist in this month, the last day of the month is used.

    Example:

    A schedule that is run on the 31st day of each month is run on April 30th. In February, the schedule is run on the 28th (or 29th in leap year).

  • Yearly: The schedule is run at a defined interval of years, on a specific day, at a specified time such as every year on the 1st, the 100th, and the 200th day at 6am and 6pm.

    • Under Start time, specify the times to run the schedule.

    • Under Repeat every, specify after how many years the schedule is run again.

    • Specify the days of the year (1st - 366th day of the year).

      NOTE: If you select the 366th day of the year, the schedule is only run in leap years.

  • Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday: The schedule is run on a defined day of the week, in specified months, at specified times such as every second Saturday in January and June at 10am.

    • Under Start time, specify the times to run the schedule.

    • Under Repeat every, specify after how many days of the month the schedule is run again. The values 1 to 4, -1 (last day of the week), and -2 (last day but one of the week) are permitted.

    • Specify in which month to run the schedule. The values 1 to 12 are permitted. If the value is empty, the schedule is run each month.

Start time

Fixed start time Enter the time in local format for the chosen time zone. If there is a list of start times, the schedule is started at each of the given times.

Repeat every

Rate of occurrence for running the schedule within the selected time interval.

Last planned run/Next planned run

Activation time calculated by the DBQueue Processor. Activation times are recalculated whilst the schedule is running. The time of the next run is calculated from the interval type, rate of occurrence, and the start time.

NOTE: One Identity Manager provides the start information in the time zone of the client where the program was started. Changes due to daylight saving are taken into account.

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