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Identity Manager 8.1.4 - Operational Guide

About this guide Simulating data changes in the Manager Scheduling operations activation times Re-applying templates Exporting data with Manager Analyzing data and data changes Analyzing process monitoring in the Manager Schedules in One Identity Manager Mail templates in One Identity Manager Password policies in One Identity Manager Working with change labels Checking data consistency Compiling a One Identity Manager database Transporting custom changes Importing data with Data Import Importing and exporting individual files for the software update Command line programs

Saving the export definition in a file

To make an export definition available to other users, save the export definition as a .xml file.

To save the export definition to a file:

  1. In the Manager, select Database | Export data to open the export form.
  2. Create the export.
  3. Click in the title bar of the export form.
  4. Enable the Save to file option.
  5. Open the file browser by pressing the button next to Filename, select the directory path and enter a name for the export definition.
  6. Click Save.

    The .xml file is generated. The file browser is closed. The path and file name are displayed under File name.

  7. Click Save.

To load an export definition from a file:

  1. In the Manager, select Database | Export data to open the export form.
  2. Click in the title bar of the export form.
  3. Enable the Load from file option.
  4. Open the file browser by pressing the button next to Filename, select the directory path and the file with the export definition.
  5. Click Open.

    The .xml file is loaded. The file browser is closed. The path and file name are displayed under File name.

  6. Click Open.
Related topics

Saving the export definition in the user settings

You can save an export definition in the user account configuration and reload it from there. If you store an export definition in the user account configuration, this export definition is only available to you.

To save an export definition to the user settings:

  1. In the Manager, select Database | Export data to open the export form.
  2. Create the export.
  3. Click in the title bar of the export form.
  4. Enable the Save in user settings option.
  5. Click the button beside the Export name input field and enter a name for the export definition..
  6. Click Save.

To load an export definition from the user settings;

  1. In the Manager, select Database | Export data to open the export form.
  2. Click in the title bar of the export form.
  3. Enable the Load from user settings option.
  4. Select the export definition from Export name.
  5. Click Open.

To delete an export definition from the user settings:

  1. In the Manager, select Database | Export data to open the export form.
  2. Click in the title bar of the export form.
  3. Select Save in user settings.
  4. Select the export definition from Export name.
  5. Click next to Export name.
  6. To close the dialog, click Cancel.
Related topics

Analyzing data and data changes

In One Identity Manager, you can analyze data and data changes using different methods.

Reports

One Identity Manager provides several reports that present information about objects and their relations to other objects in the One Identity Manager database. For example, there are reports about employees and their user accounts, company structures, resources, and system entitlements, attestation, and compliance rule violations integrated into One Identity Manager. Identification, analysis, and summaries of relevant data are supported with the help of these reports.

The reports analyze data from both the One Identity Manager database and the One Identity Manager History Database. For more information, see Analyzing data changes in reports and the TimeTrace.

Use the Report Editor to create reports. For detailed information, see One Identity Manager Configuration Guide. You can view reports in the Manager. For more information, see Displaying reports in the Manager. Reports about system configuration are supplied in the Designer. For detailed information, see One Identity Manager Configuration Guide.

Report subscriptions

You can also send reports to specified email addresses using scheduled subscriptions. Web Portal users request subscribable reports and configure their own personal report subscriptions. The reports are delivered to Web Portal users by email as specified in a personally configured schedule.

For detailed information, see the One Identity Manager Report Subscriptions Administration Guide and the One Identity Manager Web Portal User Guide.

TimeTrace

Use the TimeTrace function to track changes to an object that were made up to any point in the past.

In its analysis, the TimeTrace function includes the data changes saved to the One Identity Manager database as well as the records stored in a One Identity Manager History Database. You can use this to find out who had which permissions at which point in time. You can apply historical data to the current object and restore the object to the status prior to the change. For more information, see Analyzing data changes in reports and the TimeTrace.

In the Manager, you can see the change data in the TimeTrace view. For more information, see Displaying change information in the Manager.

Statistics

Statistics are recalculated at regular intervals and visualized in the user interface in various diagrams. This provides you with an overview of the system status at a glance.

In the Manager, you can see statistics in the Info system. For more information, see The Info system in the Manager. More statistics are available in the Web Portal. For detailed information about statistics in the Web Portal, see the One Identity Manager Web Portal User Guide.

Displaying reports in the Manager

The Manager contains various reports about employees and their user accounts, company structures, resources, and system entitlements, attestations, and compliance rule violation reports.

To display a report in the Manager

  1. Select the objManagerect you want to see the report for.

  2. In the task view in the Reports section, select the report.

    This generates and displays the report.

TIP:

  • Use the tooltip in the task view to show a more detailed description of the report.

  • You can find additional report in the My One Identity Manager category.

  • You can cancel the report while it is generating by clicking Cancel button.

In the report form you can change the window size and switch between pages. The following table shows other features.

Table 7: Functions for displaying reports
Button Description Shortcut

Print

Print report.

Ctrl + P

Save

Save report. There are additional save options on the selection menu.

 

Send by email

Send report by email.

 

Page size

Change page size.

Ctrl + Shift + S

Bookmarks

Set bookmark.

Ctrl + B

Parameters

Show the parameters applied when generating the report.

Ctrl + Enter

Find

Search in the report.

Ctrl + F

Full screen

Show full screen preview.

F2

Single page

Show a single page.

F3

Page width

Change the page width.

F5

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