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Identity Manager 8.1 - Configuration Guide

About this guide One Identity Manager software architecture Customizing the One Identity Manager default configuration Adjusting 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 in Designer 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 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 Appendix: Configuration files of the One Identity Manager Service

Program settings for the Report Editor

General configuration settings are specified in a ReportEdit2.exe.config configuration file. Valid global configuration settings can also be defined through the global configuration file Global.cfg in One Identity Manager's own format. The configuration files are stored in the program directory. For more detailed information, see the One Identity Manager Process Monitoring and Troubleshooting Guide.

To change the program settings in Report Editor

  • In the Report Editor, select the menu item Database | Settings.
Table 164: Program settings
Setting Meaning
Language

Language for formatting data, such as data formats, time formats or number formats.

Other user interface language

Language for the user interface. The initial program login uses the system language for the user interface. Changes to the language settings take effect after the program has been restarted.

The language is set globally for all One Identity Manager programs which means that the language setting does not have to be configured for each program individually.

Show code tab Set this option to display the script code edit tab in the Report Editor.
Ask on save without change label Change labels should be used for changes to reports. Set this option so that an alert box is called when changes are saved without a change label.
Max. number of preview rows Specify how many data sets

Logging database queries

Use database query logging in the Report Editor to look for errors and to optimize the report during the design phase. The execution time and the command that was run are logged.

  • In the Report Editor, open the log window using SQL log at the bottom of the program.
Table 165:

Toolbar Functions for Logging Database Queries

Icon Meaning
Starts logging database queries.
Stops database query logging.
Copies logged data to the clipboard.
Save logged data in a file.
Deletes the logged data.
Displays the recorded data in an editor.

Creating and editing reports in the Report Editor

Create and edit reports with the Report Editor program. Reports are stored in the database table DialogReport. The following steps are required to create a report:

  1. Defining report properties, data sources, and report parameters.
  2. Designing the report form with the Report Designer.

Predefined reports are supplied with the One Identity Manager by default and automatically customized during schema installation. If you need to make changes to a default report:

  1. Create a copy of the report.
  2. Edit the required report properties.
  3. Use the customized report from now on.

When you add or copy a report, the property dialog box opens first, which you use to enter the general data for the report, the data source required and an parameters for the report definition. Then a new report form is created in the edit view with the Report Designer. This forms the basis of the report design. Using the Report Designer’s toolbar, you can place the controls you want on the report form.

NOTE: Use the online help from Stimulsoft StimulReport.Net (www.stimulsoft.com) as a basis for the report design.

To create a new report

  • In the Report Editor, select Report | New.

To copy a report

  • In the Report Editor, select the report in the report list and then Copy from the context menu.

    This creates a new report and the property dialog box opens. The properties in the new report are take from the original.

To edit a report

  1. In the Report Editor, select the report in the report list and open it by double-clicking or clicking Edit in the context menu.

    This opens the report form in the Report Designer.

  2. To open the property dialog, select Report | Edit.

To edit the report properties with loading the report in the Report Designer

  • In the Report Editor, select the report in the report list and then Edit properties from the context menu.

    This opens the property dialog.

NOTE: After you have customized a report, you can mark it by setting change labels. These change labels are offered in the Database Transporter as export criteria when a customer transport package is created.

Detailed information about this topic

Editing the general report properties

To edit general report properties

  1. Open the report in the Report Editor.
  2. Select Properties in the properties dialog box.
Table 166: General report properties
Property Meaning
Name Report name Label custom reports with the prefix CCC_.
Display name

Display name of the report. The display name is available when the report is created as ReportAlias. It can, for example, be used to compose the title of the report or the file name when you export a report in the web portal. Translate the given text using the button.

The report display name can contain variables, permitted are system variables such as report parameters. The variables are passed using a percent character.

Example:

Name of report %variable%

Max. runtime [sec]

Maximum number of seconds available to generate the report If this period is exceeded, generation of the report is aborted.

Description Report description Translate the given text using the button.
Filter criteria Filter criteria for displaying the report in the web front-end.
Base table

Basis table for the report.

Category Category for classifying reports. Permitted values are the categories Common, Mail and Attestation.
Preprocessor condition Preprocessor conditions can be added to reports. In this case, a report is only available if the preprocessor condition is fulfilled.
Custom properties

Enter additional company specific information. Use Designer to customize the display names, formats, and templates for the input fields (Spare field no. 01 to Spare field no. 10 by default) to your requirements.

Extended properties An extended property is the UID under which the report is stored in the database.
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