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Identity Manager 9.1.2 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Generating 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.

    Table 7: Report main data

    Property

    Description

    Name

    Enter the report's name.

    Description

    Enter a description for the report.

    Risk index

    Use the slider to define the report's risk index.

    Disabled

    Select the check box if the report cannot inherited by identities. 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.

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

    Owners

    Click Change and select the identity responsible for this report. This identity can view and edit the report.

  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 respective 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 to do this:

    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, next to the report you want to edit, click Edit.

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

    Table 8: Report main data

    Property

    Description

    Name

    Enter the report's name.

    Description

    Enter a description for the report.

    Risk index

    Use the slider to define the report's risk index.

    Disabled

    Select the check box if the report cannot inherited by identities. 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.

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

    Owners

    Click Change and select the identity responsible for this report. This identity can view and edit the report.

  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 respective 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 to do this:

    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.

Generating reports

You can generate reports and display the collected data.

To generate a report

  1. In the header, click (Profile) > My profile.

  2. On the Profile Settings page, click the Report Subscriptions tab.

  3. On the Report Subscriptions tab, click View a report.

  4. On the View a Report pane, click the report you want to generate.

  5. In the Format menu, select the format to use to generate the report.

  6. Click Show report.

    This downloads the report.

Deleting reports

You can delete reports.

To generate 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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