Re-applying templates
You can use templates in One Identity Manager to populate columns with default values or to map a column value from another column. For detailed information about templates, see the One Identity Manager Configuration Guide.
In the Manager, you can re-apply the templates to the objects. This may be necessary if you have changed a template. In this case, column values determined by a template will be updated.
NOTE:
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Columns of an object are then also filled if they are not viewable on the current form in the Manager.
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This could also cause large numbers of dependent objects to be modified and processes to be generated.
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Templates defined in customizers are also executed again.
To re-apply templates to the current object
- In the Manager, select the object to which you wish to reapply the template.
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Select the Change master data task.
- In the menu, click Object | Reapply templates.
- Save the changes.
Exporting data with Manager
Using the Manager, you can export the data for the application data model. An export form supports the export of data in CSV format, which you can edit with Microsoft Office Excel or import into other One Identity Manager databases. 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.
NOTE: To export data in the Manager, the user needs the Data export option (Common_DatabaseExport) program function.
Detailed information about this topic
Creating a data export
To create an export
- In the Manager, use the Database | Export data menu item to open the export form.
- In the Column selection pane in the Base table menu, 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.
- Select the columns that you wish to export and click the Export option.
- 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.
- (Optional) In the Columns to export pane, use the
, 
, and 
buttons to adjust the sort order of the export columns.
- (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.
- In the Export data pane, use the
button to create an export preview.
In the Export data pane, select the time zone for the export and create a preview of the export using the button.
The data sets that match the export criteria are shown in a table. 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.
- 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.
- To generate the .csv file, click Save.
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.
Related topics
Saving the export definition as a simple report
A simple report with the export definitions is created, which can be displayed and subscribed to in the Web Portal. You make this report available to Web Portal users.
NOTE:
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This function is only available if Report Subscription Module is installed.
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To create a simple report with export definitions, enable the Data export as report plug-in in the program settings in the Manager.
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Simple reports that you create in the Manager can be displayed as statistics in the Manager's info system. To do this, you must alter the Manager's user interface in the Designer. In the Manager's info system, the report opens when you double-click on the statistic's header.
For more information about how to implement statistics in the user interface for using in simple reports, see the One Identity Manager Configuration Guide.
To create a simple report with the export definition
- In the Manager, select the Database | Export data menu item to open the export form.
- Create the export.
- Click in the title bar of the export form.
- Enable Simple list report.
- Click the
button next to the report definition menu and enter the following information:
- Name: Name of the report.
- Description: Additional information about the report.
- Click OK.
- Click Save.
To make the report available to Web Portal users, assign the report to the employees. For detailed information, see the One Identity Manager Report Subscriptions Administration Guide and the One Identity Manager Web Portal User Guide.
Related topics
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.