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Identity Manager 8.1.5 - Report Subscriptions Administration Guide

Creating and editing subscribable reports

In the default installation there are predefined reports available to which Web Portal users can subscribe. You can also create new reports or make copies of predefined reports to modify. All the reports available to Web Portal users for subscription are those you have set up in the Report Editor. You can set up several subscribable reports with different parameters for each report.

The One Identity Manager components for report subscriptions are available when the QER | RPS configuration parameter is set.

  • In the Designer, check if the configuration parameter is set. Otherwise, set the configuration parameter and compile the database.

  • Other configuration parameters are installed when the module is installed. Check the configuration parameters and modify them as necessary to suit your requirements.

Detailed information about this topic

Basic data for subscribable reports

The following basic data is relevant to providing subscribable reports in One Identity Manager.

  • Configuration parameter

    Use configuration parameters to configure the behavior of the system's basic settings. One Identity Manager provides default settings for different configuration parameters. Check the configuration parameters and modify them as necessary to suit your requirements.

    Configuration parameters are defined in the One Identity Manager modules. Each One Identity Manager module can also install configuration parameters. In the Designer, you can find an overview of all configuration parameters in the Base data | General | Configuration parameters category.

    For more information, see Configuration parameters for subscribable reports.

Report subscription schedules

Each user specifies their personalized schedule for sending subscribed reports in the Web Portal. Furthermore, One Identity Manager supplies the following schedules for report subscriptions by default.

  • Daily report subscriptions

  • Weekly report subscriptions

  • Monthly report subscriptions

  • Quarterly report subscriptions

  • Bi-annual report subscriptions

  • Annual report subscriptions

IMPORTANT: Do not change any schedules set up by users using the Web Portal.

To edit schedules

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Schedules category.

    The result list shows exactly those schedules configured for report subscriptions.

  2. Select a schedule in the result list and run the Change master data task.

    – OR –

    Click in the result list.

  3. Edit the schedule’s master data.

  4. Save the changes.

Enter the following properties for a schedule.

Table 2: Schedule properties

Property

Meaning

Name

Schedule ID. Translate the given text using the button.

Description

Detailed description of the schedule. Translate the given text using the button.

Table

Table whose data can be used by the schedule. Schedules for report subscriptions must refer to the RPSSubscription table.

Enabled

Specifies whether the schedule is enabled or not.

NOTE: Only active schedules are run.

Time zones

Unique identifier for the time zone that is used for running the schedule. Choose between Universal Time Code or one of the time zones in the menu.

NOTE:

Start (date)

The day on which the schedule should be run for the first time. If this day conflicts with the defined interval type, the first run is on the next available day based on the start date.

Validity period

Period within which the schedule is run.

  • If the schedule will be run for an unlimited period, select the Unlimited duration option.

  • To set a validity period, select the Limited duration option and enter the day the schedule will be run for the last time in End (date).

Occurs

Interval in which the task is run. Permitted interval types are Every minute, Hourly, Daily, Weekly, Monthly, and Yearly.

For the Weekly interval type, specify the precise weekday. For the Monthly interval type, specify the day of the month (1st to 31st day of the month). For the Yearly interval type, specify the day of the year (1st to 366th day of the year).

NOTE: If the schedule is not going to be run until next month because the interval type is Monthly with sub-interval 29, 30, or 31, the last day of the current month is used.

Example:

A schedule that is run on the 31st day of each month is run on 30th April. In February, the schedule is run on the 28th (or 29th in leap year).

Schedules with the interval type Yearly with sub interval 366 are only run in leap year.

Start time

Fixed start type for the Daily, Weekly, Monthly, and Yearly interval types. Enter the time in local format for the chosen time zone.

For the interval types Every minute and Hourly, the start time is calculated from the rate of occurrence and the interval type.

Repeat every

Rate of occurrence for running the schedule within the selected time interval. For the Weekly interval type, select at least one weekday.

Last planned run/Next planned run

Execution time calculated by the DBQueue Processor. Execution times are recalculated whilst the schedule is running. The time of the next run is calculated from the interval type, rate of occurrence, and the start time.

NOTE: One Identity Manager provides the start information in the time zone of the client where the program was started. Changes due to daylight saving are taken into account.
Related topics

Starting schedules immediately

Use this task to start the schedule immediately.

To start a schedule immediately

  1. In the Manager, select the Report Subscriptions | Basic configuration data | Schedules category.

  2. Select the schedule in the result list.

  3. Select the Start immediately task.

    A message appears confirming that the schedule was started.

  4. Click OK.
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