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Identity Manager 9.2 - Configuration Guide

About this guide One Identity Manager software architecture Customizing the One Identity Manager default configuration Customizing the One Identity Manager base configuration One Identity Manager schema basics Editing the user interface
Object definitions for the user interface User interface navigation Forms for the user interface Statistics in One Identity Manager Extending the Launchpad Task definitions for the user interface Applications for configuring the user interface Icons and images for configuring the user interface Using predefined database queries
Localization in One Identity Manager Process orchestration in One Identity Manager
Mapping processes in One Identity Manager Setting up Job servers
The One Identity Manager Service functionality Tracking changes with process monitoring Conditional compilation using preprocessor conditions Scripts in One Identity Manager
Visual Basic .NET scripts usage Notes on message output Notes on using date values Tips for using Windows PowerShell scripts Using dollar ($) notation Using base objects Calling functions Pre-scripts for use in processes and process steps Using session services Using #LD notation Script library Support for processing scripts in the Script Editor Creating and editing scripts in the Script Editor Copying scripts in the Script Editor Testing scripts in the Script Editor Testing script compilation in the Script Editor Overriding scripts Permissions for running scripts Editing and testing script code with the System Debugger Extended debugging in the Object Browser
One Identity Manager query language Reports in One Identity Manager Adding custom tables or columns to the One Identity Manager schema Web service integration One Identity Manager as SCIM 2.0 service provider Processing DBQueue tasks One Identity Manager Service configuration files

Editing the report form

You can create and edit reports in the edit view of the Report Editor. The Report Designer from the company Stimulsoft is integrated into the edit view. You can find accurate descriptions and the functionality of individual components in the Stimulsoft online help (www.stimulsoft.com).

NOTE: When you start the Report Editor for the first time, you can select the configuration type (basic, default or professional) for the report. The configuration type determines the range of properties displayed when editing a report. You can change the configuration type later in the edit view using the context menu in the property view.

The Report Designer's toolbar is extended by the following functions:

Table 166: Extensions to Stimulsoft Reports.Ultimate Report Designer toolbar
Icon Meaning

Imports a reports (XML format).

Export a report (XML format).

Globalization editor. Opens the Report Designer globalization editor.

Opens the Translate texts dialog.

Related topics

Adding data fields to report forms

You can find accurate descriptions and the functionality of individual components in the Stimulsoft online help (www.stimulsoft.com).

Add the control elements for the data you want to appear in the report on the report form and link the them to the data source columns. After you have created the data sources, they are listed with all the columns used in the Report Designer’s dictionary under Quest. The report parameters are available as variables under Quest.

To insert data boxes into the report form

  1. Select the column you want to add to the report in the Dictionary tab.

  2. Position the column on the report form using "drag and drop".

    This creates a new control element on the report form which includes some predefined variables.

    TIP: You can add other control elements as necessary with the Report Designer tool palette.

  3. The Report Designer properties window (Properties) allows you to customize individual control elements.

  4. Use Preview to view the report during editing. The preview takes some sample parameter values to determine the data for the preview display.

Related topics

Tips for entering dates in reports

If no date is given, the date 12/30/1899 is used internally. Take this into account when values are compared, for example, when used in reports.

To display a string other than the internal date 12/30/1899, you have the following options:

  • For data sources in the SQL query module, change the date conversion in the data source.

    Example:

    select ISNULL(convert(varchar, Person.ExitDate, 121), '-') as date_substituted

  • Change the expression for displaying the date columns when you create the report form.

    Example:

    {IIF(Person.ExitDate.ToString() = "12/30/1899 12:00:00 AM","-",Person.ExitDate)}

  • Define a condition for displaying the date columns when you create the report form.

    In the Report Designer, add conditions to toolbar using the icon.

Example of a simple report with data grouping

We want to create a report that lists all identities as grouped in their respective departments.

  1. A new report is created.

    • The report is given the name CCC_Identity_by_Department. The display name defined is Identities by Department %UID%.

    • A data source (Identity by Department) is created for the report with the SQL query module. The data query should return the identities assigned to a department. The department is found with the object key (XObjectKey). This is passed as a parameter to the report. The identity‘s first name (firstname), last name (lastname) and department name (departmentname) are queried.

      Select Firstname, Lastname, Departmentname

      from person join Department

      on person.uid_Department = department.uid_Department

      where Department.XObjectKey = @UIDDepartment

    • This adds the UIDDepartment parameter to the report. It is populated with a sample value for the preview.

  2. The control elements for the database columns are arranged on the report form.

    For data grouping, add a band of the Group header type from the Report Designer’s toolbox to the report form. The column name used for grouping must be entered as a grouping condition. In the example, this is Departmentname.

    Figure 33: Specifying the grouping condition

  3. Drag and drop the Departmentname column from the Report Designer‘s dictionary (Dictionary tab) into the group header.

    Figure 34: Creating a group

  4. To display identities, add a Data band to the report form from the Report Designer‘s toolbox. Specify the data source as Identity by Department.

    Figure 35: Specify the data source

  5. Drag and drop the Lastname and Firstname columns from the Report Designer‘s dictionary (Dictionary tab) to the data band. This creates the respective control elements on the report form.

    Figure 36: Organizing control elements on a report form

  6. Other control elements such as a title (PageHeader) can be added as necessary with the Report Designer. The Report Designer Properties window allows you to customize individual control elements.

  7. The preview can be used to view the report during setup. The preview uses the sample parameter values in the parameter view of the report edit dialog to determine the data for this.

  8. To display the report in a program such as the Manager, create a custom interface form. For more information, see Embedding reports in the user interface.

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