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Identity Manager 8.2 - 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

Editing mail templates for report subscriptions

For more information about creating and editing mail template, see the One Identity Manager Operational Guide.

A mail template consists of general main data such as target format, importance, or mail notification confidentiality, and one or more mail definitions. Mail text is defined in several languages in the mail template. This ensures that the language of the recipient is taken into account when the email is generated.

ClosedCreating and editing mail templates
ClosedCopying mail templates
ClosedDisplaying mail previews
ClosedDeleting mail templates
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Custom processes for report subscriber notfications

Set up customized processes to send email notifications. For more information, see the One Identity Manager Configuration Guide.

You can use following events for generating processes.

Table 5: Events for "RPSSubscription" and "RPSSubscriptionCC"
Event Triggered by

GenerateMail

Creates a report subscription notification according to a defined schedule.

Creating and editing subscribable reports

To create or edit a subscribable report

  1. In the Manager, select the Report Subscriptions > Subscribable reports category.

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

    - OR -

    Click in the result list.

  3. Enter the required data for a subscribable report on the main data form.

  4. Edit report parameters (optional).

  5. Save the changes.

To copy an existing subscribable report

  1. In the Manager, select the Report Subscriptions > Subscribable reports category.

  2. Select the report in the result list.

  3. Select the Create copy task.

  4. Confirm the prompt with Yes.

  5. Confirm the prompt with Yes if you want to deactivate the original report.

    The original report can no longer be assigned, however, existing assignments remain intact.

    - OR -

    Confirm the prompt with No if you want the original report to remain active.

  6. Edit the data for a subscribable report on the main data form.

  7. Save the changes.

Related topics

General main data of subscribable reports

Enter the following general main data of a subscribable report.

Table 6: General main data of subscribable reports
Property Description

Name

Identifier for the subscribable report. The identifier is automatically copied when the report is selected. You can change the identifier if required.

Report

Report you want to make subscribable. All the reports that you have set up in the Report Editor are available for subscription editing. Some of the following data is transferred automatically.

Format (e-mail attachment)

Report formats when sent as an attatchment. Permitted formats are: HTML, PDF, RTF, TEXT, XLS, TIFF, XML, CSV, XPS, DOCX, XLSX.

Owner

Owner of the report.

If the subscribable report can be requested in the IT Shop, the owner will automatically be a member of the application role for product owners that are assigned the service item.

Service item

So you can use subscribable reports in the IT Shop, you need to assign a service item to the subscribable report or add a new one. For more information, see the One Identity Manager IT Shop Administration Guide.

Risk index

Value for evaluating the risk of subscribing reports to employees. Enter a value between 0 and 1. This field is only visible if the QER | CalculateRiskIndex configuration parameter is set. For more information, see the One Identity Manager Risk Assessment Administration Guide.

Description

Text field for additional explanation. The description is automatically transferred when the report is selected. You can change the description if necessary.

Deactivated

Specifies whether the subscribable report can be inherited by employees. 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.

IT Shop

Specifies whether the subscribable report can be requested through the IT Shop. This report can be requested over the Web Portal by company employees and granted through defined approval procedures. The subscribable report can also be assigned directly to employees and hierarchical roles. For more information, see the One Identity Manager IT Shop Administration Guide.

Only for use in IT Shop

Specifies whether the subscribable report can only be requested through the IT Shop. This report can be requested over the Web Portal by company employees and granted through defined approval procedures. The subscribable report may not be assigned directly to hierarchical roles. For more information, see the One Identity Manager IT Shop Administration Guide.

Simple list report

Specifies whether this is a report in CSV format.

Report definition

Definition of a simple list report in XML syntax.

Preprocessor condition

Preprocessor condition for the subscribable report. A subscribable report available only when the preprocessor condition is fulfilled.

IMPORTANT: If a preprocessor condition is given in a subscribable report, you must ensure that all report parameters depending on this preprocessor condition have a default value in the underlying report in the Report Editor. If the value query is used for a report parameter type, this must be overwritten with the value fixed in the subscribable report. Otherwise, errors may occur when the report is generated.

Disabled by preprocessor

Specifies whether the subscribable report is disabled through a preprocessor condition.

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