Chat now with support
Chat with Support

Identity Manager 8.0 - Report Subscriptions Administration Guide

Editing Subscribable Reports

To edit a subscribable report

  1. Select Report Subscriptions | Subscribable report.
  2. Select the report in the result list and run Change master data in the task view.

    - OR -

    Click in the result list toolbar.

  3. Enter the required data for a subscribable report on the master data form.
  4. Edit report parameters (optional).
  5. Save the changes.

To copy an existing report

  1. Select Report Subscriptions | Subscribable report.
  2. Select the report in the result list.
  3. Select Create copy in the task view.
  4. Confirm the prompt with Yes.
  5. Confirm the prompt with Yes, if you want to deactivate the original report.

    The original report can no longer be assigned, however, existing assignments remain intact.

    - OR -

    Confirm the prompt with No, if you want the original report to remain active.

  6. Edit the data for a subscribable report on the master data form.
  7. Save the changes.
Related Topics

General Master Data for Subscribable Reports

General Master Data for Subscribable Reports

Enter the following general master data for a subscribable report.

Table 8: General Master Data for Subscribable Reports
Property Description

Identifier

Identifier for the subscribable report. The identifier is automatically copied when the report is selected. You can change the identifier if required.

Report

Report you want to make subscribable. All the reports that you have set up in the Report Editor are available for subscription editing. Some of the following data is transferred automatically.

Format (e-mail attachment) Report formats when sent as an attatchment. Permitted formats are: HTML, PDF, RTF, TEXT, XLS, TIFF, XML, CSV, XPS, DOCX, XLSX.

Owner

Owner of the report.

Service item

So that you can use subscribable reports in the IT Shop you need to assign a service item to the subscribable report or add a new one. For more information, see the One Identity Manager IT Shop Administration Guide.

Risk index

Value for evaluating the risk of subscribing reports to employees. This property is only visible when the configuration parameter QER\CalculateRiskIndex is set. For more information, see theOne Identity Manager Risk Assessment Administration Guide.

Description

Spare text box for additional explanation. The description is automatically transferred when the report is selected. You can change the description if necessary.

Disabled

Specifies whether the subscribable report can be inherited by employees. Only subscribable reports that are enabled can be assigned within the One Identity Manager database. If a subscribable report is disabled you are prevented from assigning it. Existing assignments remain intact.

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

IT Shop

Specifies whether the subscribable report can be requested through the IT Shop. This report can be requested over the Web Portal by company employees and granted through defined approval procedures. The subscribable report can also be assigned directly to employees and hierarchical roles. For more information, see the One Identity Manager IT Shop Administration Guide.

Only for use in IT Shop

Specifies whether the subscribable report can only be requested through the IT Shop. This report can be requested over the Web Portal by company employees and granted through defined approval procedures. The subscribable report may not assigned directly to hierarchical roles. For more information, see the One Identity Manager IT Shop Administration Guide.

Simple List Report Specifies whether this is a report in CSV format.
Report definition Definition of a simple list report in XML syntax.

Preprocessor condition

Preprocessor condition for the subscribable report. A subscribable report available only when the preprocessor condition is fulfilled.

IMPORTANT: If a preprocessor condition is given in a subscribable report, you must ensure that all report parameters depending on this preprocessor condition have a default value in the underlying report in the Report Editor. If the value "query" is used for a report parameter type, this must be overwritten with the value "fixed" in the subscribable report. Otherwise, errors may occur when the report is generated.

Disabled by preprocessor

Specifies whether the subscribable report is disabled through a preprocessor condition.

Creating a Simple Report

To create a simple report in CSV format, set up a data export in the Manager and save the export definition in the form of a subscribable report. You can display and subscribe to this report in the Web Portal. You make this report available to Web Portal users.

NOTE: To create the report with the export definition, enable the plugin "Data export as report" in the Manager settings.

To create a simple report with the export definition

  1. In the Managermenu, click Database | Export data to open the export form.
  2. Create the export.
  3. Click in the title bar of the export form.
  4. Select the option Simple list report.
  5. Click next to the report definition menu.
  6. Enter the name of the report in Name.
  7. Enter additional information about the report in Description.
  8. Click OK.

A subscribable report with the following properties are created.

Table 9: Properties for the subscribable report
Property Description
Identifier Identifier for the subscribable report.
Report

Report for which the subscribable report is generated. The report "VI_Report_DefaultTemplate " is used as a basis for the report.

NOTE: This report is specified in the configuration parameter "QER\RPS\DefaultReportTemplate". If you use a custom report, enter this in the configuration parameter.

Simple List Report Specifies whether this is a report in CSV format.
Report definition Definition of a simple list report in XML syntax.

To make the report available to Web Portal users, assign the report to the employees.

Related Topics

Report Parameters

A report can contain several parameters that are determined when the report is created or when an email notification is generated and passed to the report. The generated report is then displayed or send by email to the subscriber corresponding to the report subscription set up. The user can query the report parameters before the report is displayed. This means, you can, for example, limit the time period or pass specific departments for displaying the report.

Report parameters are grouped internally into parameter sets. A separate parameter set is automatically created for very report, every subscribable report and every report subscription. The parameters and their settings are passed down in the sequence report->subscribable report->report subscriptions.

Figure 3: Report Parameter Inheritance

You can configure report parameters at several places.

Parameters for Reports

Define the report parameters to use when you create the report in the Report Editor. This is where you specify which report parameters are viewable or writable and which are already predefined in a subscribable report.

Parameters for Subscribable Reports

When you add a subscribable report viewable parameters are displayed in the Manager. You can make further changes to these report parameters assuming they can be overwritten. That means, you specify which report parameters can be viewed or overwritten by Web Portal users and define parameter values.

Parameters for Report Subscriptions

Report parameters labeled as viewable and editable in subscribable reports, are shown to Web Portal users when they are setting up their personal report subscriptions. If the report parameters are editable, Web Portal users can modify the values in them.

Related Topics
Related Documents