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Identity Manager 9.2.1 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestation inquiries directed at you Managing attestations Displaying attestation history My attestation cases Undo attestation case approvals Pending attestations
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships My responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Managing data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

Creating reports

In the default installation there are predefined reports available that you can subscribe to in the Web Portal. You can also create your own reports.

To generate a report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click Create report.

  3. In the Create Report pane, enter the new report's main data.

    ClosedYou can edit the following main data.

  4. In the Include data from the table menu, select the base table whose content you want to include in the report.

  5. Specify which information to include in the report. Then enter which columns of the base table to add to the report:

    1. Under Columns to be included, click Add column.

    2. In the menu, select the relevant column.

    3. (Optional) To add another column to the report, repeat this step.

    TIP: To remove a column, click (Delete).

    TIP: Drag and drop the columns to change their order.

  6. (Optional) To place further restrictions on the data in the report, set conditions. Perform the following actions as well:

    1. Under Conditions, click Add condition.

    2. In the Property menu, select the relevant property.

    3. In the Operator menu, select a logical operator.

    4. In the final field, specify a comparison value.

    5. (Optional) To add another condition to the report, repeat this step.

    6. (Optional) To change the way the conditions are linked, you can toggle between And and Or by clicking the link.

    TIP: To remove a condition, click (Delete).

    For more information about customizing filter conditions, see Custom filter conditions.

  7. Click Create.

Editing reports

You can edit your own reports.

To edit a report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click the report you want to edit.

  3. In the Edit Report pane, edit the report's main data.

    ClosedYou can edit the following main data.

  4. In the Include data from the table menu, select the base table whose content you want to include in the report.

  5. Specify which information to include in the report. Then enter which columns of the base table to add to the report:

    1. Under Columns to be included, click Add column.

    2. In the menu, select the relevant column.

    3. (Optional) To add another column to the report, repeat this step.

    TIP: To remove a column, click (Delete).

    TIP: Drag and drop the columns to change their order.

  6. (Optional) To place further restrictions on the data in the report, set conditions. Perform the following actions as well:

    1. Under Conditions, click Add condition.

    2. In the Property menu, select the relevant property.

    3. In the Operator menu, select a logical operator.

    4. In the final field, specify a comparison value.

    5. (Optional) To add another condition to the report, repeat this step.

    6. (Optional) To change the way the conditions are linked, you can toggle between And and Or by clicking the link.

    TIP: To remove a condition, click (Delete).

    For more information about customizing filter conditions, see Custom filter conditions.

  7. Click Save.

Disabling/Enabling reports

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

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

To disable an enabled report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click the report you want to disable.

  3. In the Edit Report pane, select the Disabled control box.

  4. Click Save.

To enable a disabled report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, click the report you want to enable.

  3. In the Edit Report pane, clear the Disabled control box.

  4. Click Save.

Deleting reports

You can delete reports.

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

To delete a report

  1. In the menu bar click Setup > Reports.

  2. On the Reports page, select the check box next to the report you want to delete.

  3. Click Delete.

  4. In the Delete Reports dialog, confirm the prompt with Yes.

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