Identity Manager 8.0 - User Guide for the User Interface and Default Functions

Exporting Simulation Data

To approve the export of the simulation data:

• Enable the configuration parameter "Common\Simulation\ExportReport" in the Designer.

To export and display the simulation data as a report:

1. In the simulation log, select the "Overview" view.
2. Click the button next to the list of actions.
3. Use the file browser to select the directory path for the report and enter a file name for the report.
4. Click Save.

   The report is created (*.pdf).

5. Click Yes to show the report now.

To change the current report:

• Enter the technical name of the report as the value of the configuration parameter "Common\Simulation\ExportReport". Change the configuration parameter in the Designer.

  Table 64: Available simulation reports

  Technical name	Description
  VID_DatabaseSimulationResult_Export	This report shows the simulation data without evaluating the rules (standard report).
  VID_DatabaseSimulationResult_with_Compliance_Export	This report shows the simulation data including evaluation of the rules.

Exporting Data

Using the Manager, you can export the data for the application data model. Use an export form to export data in CSV format. This can then be processed with Microsoft Office Excel or imported into a different Manager database. You can export all data from a base table, including all tables that can be accessed from this table using foreign key relationships.

To create an export

1. In the Managermenu, click Database | Export data to open the export form.
2. Under "Column selection" in the Basic table list, select the table from which you want to export data.

   When you select a database table, the exportable database columns are loaded and shown as a table. You can see the columns of the selected base table, as well as all tables that you can access using a foreign key relation, and columns of these linked tables

3. Select the columns that you wish to export and click Export.

   Tip: To select all the columns, click on the toolbar. To clear all selected columns, click . Click to show the display names or the technical names. The default setting is configured using the program setting "Apply technical display values".

4. Use the option Export display value 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.
5. (Optional) Under "Export columns" change the order of the columns to be exported. Use the buttons on the toolbar of the pane.

   Table 65: Meaning of the items on the column

   Icon	Meaning
   	Sort columns alphabetically.
   	Moves column up.
   	Moves column down.

6. (Optional) Under "Condition" set a condition to further filter the dataset you wish to export. 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 text box to open the wizard.
7. Under "Export data" click to create a preview of the export.

   The data sets that match the export criteria are shown in a table. Change how the data is sorted, if necessary. Click a column header in the result list to sort the table entries by that column.

   NOTE: Sorting the preview applies to the data export as well as the onscreen display. The data is exported as displayed in the preview.

   Figure 43: Export form

   

8. Start the export by clicking under "Export data". Use the file browser to select the directory path for the export and enter a file name for the export.
9. Click Save.

   The CSV file with the export data is created.

Related Topics

• Customizing Program Settings
• Storing the Export Definition in the User Settings
• Storing the Export Definition in a File
• Storing the Export Definition as a Single Report

Storing the Export Definition in the User Settings

You can save the export definition in the user configuration and load it again from there. When you save export definitions to the user configuration, these definitions are only available to you.

To save an export definition to the user settings:

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 Save in user settings.
5. Click next to the Export name input field and give the export definition a name.
6. Click Save.

To load an export definition from the user settings;

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

To delete an export definition from the user settings:

1. In the Managermenu, click Database | Export data to open the export form.
2. Click in the title bar of the export form.
3. Select the option Save in user settings.
4. Select the export definition from the Export name selection list.
5. Click next to the Export name input field.
6. Click Cancel to close the window.

Related Topics

• Storing the Export Definition in a File
• Storing the Export Definition as a Single Report
• Exporting Data

Storing the Export Definition in a File

To make customized export definitions available to other users, you can save the export definitions in XML files.

To save the export definition to a file:

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. Click Save to file.
5. Open the file browser by pressing the button next to the Filename input field, select the directory path and enter a name for the export definition.
6. Click Save.

   The file is created (*.xml). The file browser is closed. The path and filename are displayed under Filename.

7. Click Save.

To load an export definition from a file:

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

   The file is loaded (*.xml). The file browser is closed. The path and filename are displayed under Filename.

6. Click Open.

Related Topics

• Storing the Export Definition in the User Settings
• Storing the Export Definition as a Single Report
• Exporting Data