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Identity Manager 8.1.4 - Configuration Guide

About this guide One Identity Manager software architecture Customizing the One Identity Manager default configuration Customizing the One Identity Manager base configuration One Identity Manager schema basics Editing the user interface
Object definitions for the user interface User interface navigation Forms for the user interface Statistics in One Identity Manager Extending the Launchpad Task definitions for the user interface Applications for configuring the user interface Icons and images for configuring the user interface Using predefined database queries
Localization in One Identity Manager Process orchestration in One Identity Manager
Setting up Job servers Configuring the One Identity Manager Service Handling processes in One Identity Manager
Tracking changes with process monitoring Conditional compilation using preprocessor conditions Scripts in One Identity Manager
Using scripts Notes on message output Notes on using date values Using dollar ($) notation Using base objects Calling functions Pre-scripts for use in processes and process steps Using session services Using #LD-notation Script library Support for processing of scripts in Script Editor Creating and editing scripts in the Script Editor Copying scripts in the Script Editor Testing scripts in the Script Editor Testing script compilation in the Script Editor Overriding scripts Permissions for executing scripts Editing and testing script code with the System Debugger Extended debugging in the Object Browser
Reports in One Identity Manager Adding custom tables or columns to the One Identity Manager schema Web service integration SOAP Web Service One Identity Manager as SPML provisioning service provider Processing DBQueue tasks One Identity Manager Service configuration files

Adding data fields to report forms

Add the control elements for the data you want to appear in the report on the report form and link the them to the data source columns. After you have created the data sources, they are listed with all the columns used in the Report Designer’s dictionary under Quest. The report parameters are available as variables under Quest.

You can find accurate descriptions and the functionality of individual components in the Stimulsoft online help (www.stimulsoft.com).

To insert data boxes into the report form

  1. Select the column you want to add to the report in the Dictionary tab.

  2. Position the column on the report form using "drag and drop".

    This creates a new control element on the report form which includes some predefined variables.

    TIP: You can add other control elements as necessary with the Report Designer tool palette.

  3. The Report Designer properties window (Properties) allows you to customize individual control elements.

  4. Use Preview to view the report during editing. The preview takes some sample parameter values to determine the data for the preview display.

Related topics

Tips for entering dates in reports

If no date is given, the date 12/30/1899 is used internally. Take this into account when values are compared, for example, when used in reports.

To display a string other than the internal date 12/30/1899, you have the following options:

  • For data sources in the SQL query module, change the date conversion in the data source.

    Example:

    select ISNULL(convert(varchar, Person.ExitDate, 121), '-') as date_substituted

  • Change the expression for displaying the date columns when you create the report form.

    Example:

    {IIF(Person.ExitDate.ToString() = "12/30/1899 12:00:00 AM","-",Person.ExitDate)}

  • Define a condition for displaying the date columns when you create the report form.

    In the Report Designer, add conditions to toolbar using the icon.

Example of a simple report with data grouping

We want to create a report that lists all employees as grouped in their respective departments.

  1. A new report is created.
    • The report is given the name CCC_Employee_by_Department. The display name defined is Employees by Department %UID%.

    • A data source (Employee by Department) is created for the report with the SQL

      query module. The data query should return the employees assigned to a department. The department is found with the object key (XObjectKey). This is passed as a parameter to the report. The employee‘s first name (firstname), last name (lastname) and department name (departmentname) are queried.

      Select Firstname, Lastname, Departmentname

      from person join Department

      on person.uid_Department = department.uid_Department

      where Department.XObjectKey = @UIDDepartment

    • This adds the UIDDepartment parameter to the report. It is populated with a sample value for the preview.

  2. The control elements for the database columns are arranged on the report form.

    For data grouping, add a band of the Group header type from the Report Designer’s toolbox to the report form. The column name used for grouping must be entered as a grouping condition. In the example, this is Departmentname.

    Figure 35: Specifying the grouping condition

  3. Drag and drop the Departmentname column from the Report Designer‘s dictionary (Dictionary tab) into the group header. This creates a new control element on the report form.

    Figure 36: Creating a group

  4. To display employees, add a Data band to the report form from the Report Designer‘s toolbox. Specify the data source as Employee by Department.

    Figure 37: Specify the data source

  5. Drag and drop the Lastname and Firstname columns from the Report Designer‘s dictionary (Dictionary tab) to the data band. This creates the respective control elements on the report form.

    Figure 38: Organizing control elements on a report form

  6. Other control elements such as a title (PageHeader) can be added as necessary with the Report Designer. The Report Designer Properties window allows you to customize individual control elements.

  7. The preview can be used to view the report during setup. The preview uses the sample parameter values in the parameter view of the report edit dialog to determine the data for this.

Detailed information about this topic

Translating reports

A report can contain several elements that require translating in order to display the report in more than one language.

  • Database columns used in the report definition.

    Translate database columns with the Language Editor in the Designer.

  • Display name/ReportAlias.

    The report's display name used when a report is created as ReportAlias. The display name is entered in the report properties dialog. Translate the given text using the button.

  • Text elements on the report form.

    Translate the text elements directly in the Report Editor with the Globalization Editor.

To translate all text elements in a report

  1. In the report, select the report list and open it with double-click or with Edit from the context menu.

    This opens the report form in the Report Designer.

  2. Start the Globalization Editor.

    • Click on the button in the Report Designer toolbar.

      - OR -

    • In the Report Designer’s properties view, select the report from the menu on the Properties tab and use Globalization Strings to open the Globalization Editor.

      NOTE: You can only start the Globalization Editor from the Report Designer’s properties view if you have selected Professional. You can change the configuration type later in the edit view using the context menu in the property view.

  3. Ensure that the Auto Localize Report on Run button is set.

    This means the report is generated in the current language.

  4. Enter a culture for the language using Add Culture and translate each entry.

To translate single captions

  1. Select the report in the report list and open it with double-click or with Edit from the context menu.

    This opens the report form in the Report Designer.

  2. Select the caption on the report form.

  3. Open the dialog box using the in the Report Designer toolbar.

  4. Translate the text and confirm the changes with OK.

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