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Identity Manager 9.3 - Operational Guide

About this guide Simulating data changes in the Manager Scheduling operations activation times Re-applying templates in the Manager Exporting data with the Manager Analyzing data and data changes Analyzing process monitoring in the Manager Schedules in One Identity Manager Mail templates in One Identity Manager Password policies in One Identity Manager Working with change labels Checking data consistency Compiling a One Identity Manager database Transporting custom changes Importing data with the Data Import Importing and exporting individual files for the software update Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs Configuration of settings for the One Identity Manager tools

Exporting data with the Manager

You can use the Manager to export application data. An export form in CSV format supports the data export. You can process the data further using a program such as Microsoft Office Excel or import it into another One Identity Manager database. You can export all data of a base table. In addition, you can export the data of tables that are linked by a foreign key relation to the base table.

You can save the export definition as a report that can be viewed and subscribed to in the Web Portal.

NOTE: To export data, user require the Common_DatabaseExport program function.

Detailed information about this topic

Creating data exports in Manager

Create an export definition and export the data to further process it with something such as Microsoft Office Excel or to import it into another One Identity Manager database.

NOTE: You can also export the file by selecting a menu item in the Manager navigation view. By default, the entries on the result list of the selected menu item are applied to the export. Under certain circumstances, the generated filter for the data set to be exported cannot be edited using the database query wizard. In this case, change the condition directly.

To create an export

  1. In the Manager, select the Database > Export data menu item to open the export form.

  2. In the Column selection pane in the Base table drop-down, select the table from which the data is exported.

    The database columns that can be exported are loaded and displayed in tabular form. The columns of the selected base table are displayed. In addition, all tables linked by a foreign key relation to the base table are displayed.

  3. Select the columns that you wish to export and click the Export option.

    TIP: To mark all columns, use the button in the toolbar. To clear all selected columns, click the button. You can use the button to display the display names or the technical names.

  4. Use the Export display value option to set whether you wish to export actual values from the column or the display name. This may be necessary for database columns with special formatting, such as multilingual entries or a specified number of decimal places.

  5. (Optional) In the Columns to export pane, use the , , and buttons to adjust the sort order of the export columns.

  6. (Optional) In the Condition pane, create a condition for further limiting the data records to be exported. The condition is defined as a valid where clause for database queries. You can enter the SQL query directly or with a wizard. Click next to the field to open the wizard.

  7. In the Export data pane, select the time zone for the export and create a preview of the export using the button.

    NOTE: If you are exporting dates, such as the date of birth or leaving date, you can specify how blank dates are handled during export. To do this, use the button .

    The records that meet the export criteria are displayed in tabular form. Change how the data is sorted, if necessary. Click a column in the table header of the result list to sort by the selected column.

    NOTE: The sort order of the preview is not only used for display purposes, but also affects the data export. The data is exported as displayed in the preview.

  8. In the Export data pane, use the button to start the export. Use the file browser to select the directory path for the export and enter a file name for the export.

  9. To generate the .csv file, click Save.

Related topics

Saving export definitions as simple reports

NOTE: This function is only available if the Report Subscription Module is installed.

This creates a simple report using the export definition. This report can be displayed and subscribed to in the Web Portal.

Prerequisite

  • To create a simple report in the Manager, enable the Data export as report plugin in the program settings in the Manager.

To create a simple report in the Manager

  1. In the Manager, select the Database > Export data menu item to open the export form.

  2. Create the export.

  3. Click in the title bar of the export form.

  4. Enable Simple list report.

  5. Click the button next to the report definition drop-down and enter the following information:

    • Name: Name of the report.

    • Description: Additional information about the report.

  6. Click OK.

  7. Click Save.

You make this report available to Web Portal users. Assign the report to the identities. For more information about editing reports and assigning them to identities, see the One Identity Manager Report Subscriptions Administration Guide and the One Identity Manager Web Portal User Guide.

You can use simple reports that you create in the Manager for statistics in the Manager's info system. For more information about how to implement statistics in the user interface for using in simple reports, see the One Identity Manager Configuration Guide.

Related topics

Saving export definitions in files

To make an export definition available to other users, save the export definition as a .xml file.

To save the export definition to a file:

  1. In the Manager, select the Database > Export data menu item to open the export form.

  2. Create the export.

  3. Click in the title bar of the export form.

  4. Enable the Save to file option.

  5. Open the file browser by pressing the button next to Filename, select the directory path and enter a name for the export definition.

  6. Click Save.

    The .xml file is generated. This closes the file browser and displays the path and file name under File name.

  7. Click Save.

To load an export definition from a file:

  1. In the Manager, select the Database > Export data menu item to open the export form.

  2. Click in the title bar of the export form.

  3. Enable the Load from file option.

  4. Open the file browser by pressing the button next to Filename, select the directory path and the file with the export definition.

  5. Click Open.

    The .xml file is loaded. This closes the file browser and displays the path and file name under File name.

  6. Click Open.

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