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Identity Manager 9.1 - 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

Displaying report previews

Use this task to the display subscribable report while you are editing it. Enter any report parameters required in the dialog box.

To display a report preview

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

  2. Select the report in the result list.

  3. Select the Change main data task.

  4. Select the Report preview task.

  5. Enter the report parameter value in the dialog box and confirm with OK.

    NOTE: The dialog window is only shown if required for displaying report parameters for this report.

Assigning subscribable reports to employees

Subscribable reports can be assigned to employees directly, indirectly, or through IT Shop requests. In the case of indirect assignment, employees and subscribable reports are arranged in hierarchical roles. The number of subscribable reports assigned to an employee is calculated from the position in the hierarchy and the direction of inheritance.

Add employees to a shop as customers so that subscribable reports can be assigned through IT Shop requests. All subscribable reports assigned to this shop can be requested by the customers. Requested subscribable reports are assigned to the employees after approval is granted.

Prerequisites for indirect assignment to employees

  • Assignment of employees and subscribable reports is permitted for role classes (departments, cost centers, locations, or business roles).

    ClosedAllow assignments to role classes of departments, cost centers, locations, or roles

NOTE: There are other configuration settings that play a role when company resources are inherited through departments, cost centers, locations, and business roles. For example, role inheritance might be blocked or inheritance of employees not allowed. For more detailed information about the basic principles for assigning company resources, see the One Identity Manager Identity Management Base Module Administration Guide.

Detailed information about this topic

Assigning subscribable reports to departments, cost centers, and locations

Assign the subscribable report to departments, cost centers, and locations for it to be assigned to employees through these organizations.

To assign a subscribable report to departments, cost centers, and locations

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

  2. Select the report in the result list.

  3. Select the Assign organizations task.

  4. In the Add assignments pane, assign the organizations:

    • On the Departments tab, assign departments.

    • On the Locations tab, assign locations.

    • On the Cost centers tab, assign cost centers.

    TIP: In the Remove assignments pane, you can remove assigned organizations.

    To remove an assignment

    • Select the organization and double-click .

  5. Save the changes.
Related topics

Assigning subscribable reports to business roles

NOTE: This function is only available if the Business Roles Module is installed.

Assign the subscribable report to business roles for it to be assigned to employees through these business roles.

To assign a subscribable report to business roles

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

  2. Select the report in the result list.

  3. Select the Assign business roles task.

  4. In the Add assignments pane, select the role class and assign business roles.

    TIP: In the Remove assignments pane, you can remove assigned business roles.

    To remove an assignment

    • Select the business role and double-click .

  5. Save the changes.
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