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Identity Manager 9.1 - Operational Guide

About this guide Simulating data changes in the Manager Scheduling operations activation times Re-applying templates Exporting data with the Manager Analyzing data and data changes Analyzing process monitoring in the Manager Schedules in One Identity Manager Mail templates in One Identity Manager Password policies in One Identity Manager Working with change labels Checking data consistency Compiling a One Identity Manager database Transporting custom changes Importing data with the Data Import Importing and exporting individual files for the software update Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs

Re-applying templates

You can use templates in One Identity Manager to populate columns with default values or to map a column value from another column. For more information about templates, see the One Identity Manager Configuration Guide

In the Manager, you can re-apply the templates to the objects. This may be necessary if you have changed a template. In this case, column values determined by a template will be updated.

NOTE:

  • Columns of an object are then also filled if they are not viewable on the current form in the Manager.

  • This could also cause large numbers of dependent objects to be modified and processes to be generated.

  • Templates defined in customizers are also run again.

To re-apply templates to the current object

  1. In the Manager, select the object to which you wish to reapply the template.

  2. Select the Change main data task.

  3. In the menu, select the Object > Reapply templates menu item.

  4. Save the changes.

Exporting data with the Manager

You can use the Manager to export application data. An export form in CSV format supports the data export. You can process the data further using a program such as Microsoft Office Excel or import it into another One Identity Manager database. You can export all data of a base table. In addition, you can export the data of tables that are linked by a foreign key relation to the base table.

You can save the export definition as a report that can be viewed and subscribed to in the Web Portal.

NOTE: To export data, users need the Data export option (Common_DatabaseExport) program function.

Detailed information about this topic

Creating data exports

Create an export definition and export the data to further process it with something such as Microsoft Office Excel or to import it into another One Identity Manager database.

NOTE: You can also export the file by selecting a menu item in the Manager navigation view. By default, the entries on the result list of the selected menu item are applied to the export. Under certain circumstances, the generated filter for the data set to be exported cannot be edited using the database query wizard. In this case, change the condition directly.

To create an export

  1. In the Manager, select the Database > Export data menu item to open the export form.

  2. In the Column selection pane in the Base table menu, select the table from which the data is exported.

    The database columns that can be exported are loaded and displayed in tabular form. The columns of the selected base table are displayed. In addition, all tables linked by a foreign key relation to the base table are displayed.

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

    TIP: To mark all columns, use the button in the toolbar. To clear all selected columns, click the button. You can use the button to display the display names or the technical names.

  4. Use the Export display value option 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) In the Columns to export pane, use the , , and buttons to adjust the sort order of the export columns.

  6. (Optional) In the Condition pane, create a condition for further limiting the data records to be exported. 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 field to open the wizard.

  7. In the Export data pane, select the time zone for the export and create a preview of the export using the button.

    NOTE: If you are exporting dates, such as the date of birth or leaving date, you can specify how blank dates are handled during export. To do this, use the button .

    The records that meet the export criteria are displayed in tabular form. Change how the data is sorted, if necessary. Click a column in the table header of the result list to sort by the selected column.

    NOTE: The sort order of the preview is not only used for display purposes, but also affects the data export. The data is exported as displayed in the preview.

  8. In the Export data pane, use the button to start the export. Use the file browser to select the directory path for the export and enter a file name for the export.

  9. To generate the .csv file, click Save.

Related topics

Saving export definitions as simple reports

This creates a simple report using export definitions, which can be displayed and subscribed to in the Web Portal. You make this report available to Web Portal users.

NOTE:

  • This function is only available if Report Subscription Module is installed.

  • To create a simple report with export definitions, enable the Data export as report plugin in the program settings in the Manager.

  • Simple reports that you create in the Manager can be displayed as statistics in the Manager's info system. To do this, you must alter the Manager's user interface in the Designer. In the Manager's info system, the report opens when you double-click on the statistic's header.

    For more information about how to implement statistics in the user interface for using in simple reports, see the One Identity Manager Configuration Guide.

  • You can define report parameters for simple reports. For more information, see the One Identity Manager Report Subscriptions Administration Guide.

To create a simple report with the export definition

  1. In the Manager, select the Database > Export data menu item to open the export form.

  2. Create the export.

  3. Click in the title bar of the export form.

  4. Enable Simple list report.

  5. Click the button next to the report definition menu and enter the following information:

    • Name: Name of the report.

    • Description: Additional information about the report.

  6. Click OK.

  7. Click Save.

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

For more information about editing reports and assigning them to employees, see the One Identity Manager Report Subscriptions Administration Guide and the One Identity Manager Web Designer Web Portal User Guide.

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