Identity Manager 9.1.2 - Report Subscriptions Administration Guide

Creating and editing mail definitions for report subscriptions Base objects for report subscription templates Editing mail templates for report subscriptions Custom processes for report subscriber notfications

Creating and editing subscribable reports

General main data of subscribable reports

Creating simple reports Report parameters

Editing report parameters for subscribable reports Adding or removing simple report parameters General settings for report parameters Value definition for report parameters Value calculation for report parameters

Displaying report previews Assigning subscribable reports to employees

Assigning subscribable reports to departments, cost centers, and locations Assigning subscribable reports to business roles Adding subscribable reports to the IT Shop Assigning subscribable reports to application roles Assigning subscribable reports directly to employees Adding subscribable reports to system roles

Displaying report subscriptions Disabling subscribable reports

Sending subscribed reports Saving subscribed reports in a central repository Configuration parameters for subscribable reports Technical details for inheriting subscribable reports

Displaying report subscriptions

Every user sets up their personalized report subscriptions through the Web Portal. For more information, see the One Identity Manager Web Designer Web Portal User Guide.

To show subscription settings

In the Manager, select the Report Subscriptions > Report subscriptions category.

This shows you which employees have subscribed to which reports. If necessary, you can view the subscription settings at this point.

IMPORTANT: Do not change any report subscription settings. The settings are generated by the Web Portal user when report subscriptions are set up.

Disabling subscribable reports

Only subscribable reports that are enabled can be assigned within the One Identity Manager. If a subscribable report is disabled you are prevented from assigning it. Existing assignments remain intact.

IMPORTANT: If you disable a subscribable report, existing Web Portal user report subscriptions are canceled.

To disable a report

In the Manager, select the Report Subscriptions > Subscribable reports category.
Select the report in the result list.
Select the Change main data task.
Set the Disabled option.
Save the changes.

You can disable subscribable reports using preprocessor conditions. For more information, see General main data of subscribable reports.

To display a disabled report

In the Manager, select the Report Subscriptions > Basic configuration data > Disabled reports category.

Sending subscribed reports

The following prerequisites are required to send reports by email:

A Job server is set up for sending mail with the SMTP Host server function. For more information about setting up a Job server and about configuring the One Identity Manager Service, see the One Identity Manager Configuration Guide.

NOTE: To generate and send report subscriptions and reports with data changes by email, information is taken from a One Identity Manager History Database. If the One Identity Manager History Database is linked to the One Identity Manager database’s TimeTrace with an ID, the Job server must operate through an application server that has this ID in its configuration file (web.config). For more information about connecting to the One Identity Manager History Database through an application server and the required configuration, see the One Identity Manager Data Archiving Administration Guide.
Ensure that the email notification system is configured in One Identity Manager. For more information, see the One Identity Manager Installation Guide.
In the Designer, set the QER | RPS | DefaultSenderAddress configuration parameter and enter the sender address for sending the email notification.
Ensure that all employees have a default email address. Notifications are sent to this address. For more information, see the One Identity Manager Identity Management Base Module Administration Guide.
Ensure that a language can be determined for all employees. Only then can they receive email notifications in their own language. For more information, see the One Identity Manager Identity Management Base Module Administration Guide.

Saving subscribed reports in a central repository

If an error occurs when sending a subscribed report, it can be saved on a drop server. It may also be necessary to always save the subscribed report in a drop box. The subscriber owner then receives an email message with the drop location of the report. The report is deleted from the drop server after a specified period of time.

To save a report on a drop server

Configure a default report server. You need to provide a server installed with the One Identity Manager Service and started.

NOTE: To generate and send report subscriptions and reports with data changes by email, information is taken from a One Identity Manager History Database. If the One Identity Manager History Database is linked to the One Identity Manager database’s TimeTrace with an ID, the Job server must operate through an application server that has this ID in its configuration file (web.config). For more information about connecting to the One Identity Manager History Database through an application server and the required configuration, see the One Identity Manager Data Archiving Administration Guide.
Declare the default report server in One Identity Manager.
- In the Designer, enter a new Job server in the Base Data > Installation > Job servers category or select an existing Job server and mark it with the Default report server server mask.
Set up a drop box. The default report server One Identity Manager Service requires write access to this directory.
Declare the drop box in One Identity Manager.
- In the Designer, set the QER | RPS | SubscriptionStorageShare configuration parameter and enter the repository for the reports as the value using the \\<Server>\<Share> syntax.

To always save a report in a drop box

In the Designer, set the QER | RPS | StoreSubscription configuration parameter.

NOTE: If the configuration parameter is not set, subscribed reports are only saved in the drop box if an error occurs when the emails are sent.

To delete a report on the drop server

Specify a retention period for the report on the drop server, after which the report is deleted.
- In the Designer, set the QER | RPS | SubscriptionStorageLifeTime configuration parameter and enter the number of days as the value.
  
  Reports are deleted at the end of this period. The default retention time is 7 days.
In the Designer, select the Cleans up report subscription storage schedule and adjust the settings as required.

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Identity Manager 9.1.2 - Report Subscriptions Administration Guide

Displaying report subscriptions

Disabling subscribable reports

Sending subscribed reports

Saving subscribed reports in a central repository