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Identity Manager 8.2 - Report Subscriptions Administration Guide

Report subscriptions in the One Identity Manager Providing subscribable reports for Web Portal users Creating and editing subscribable reports Sending subscribed reports Configuration parameters for subscribable reports Technical details for inheriting subscribable reports

Disabling subscribable reports

Only subscribable reports that are enabled can be assigned within the One Identity Manager. 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.

To disable a report

  1. In the Manager, select the Report Subscriptions > Subscribable reports category.

  2. Select the report in the result list.

  3. Select the Change main data task.

  4. Set the Disabled option.

  5. Save the changes.

You can disable subscribable reports using preprocessor conditions. For more information, see General main data of subscribable reports.

To display a disabled report

  • In the Manager, select the Report Subscriptions > Basic configuration data > Disabled reports category.

Sending subscribed reports

The following prerequisites are required to send reports by email:

  • A Job server is set up for sending mail with the SMTP Host server function. For detailed information about setting up a Job server and about configuring the One Identity Manager Service, see the One Identity Manager Configuration Guide.

    NOTE: To generate and send report subscriptions and reports with data changes by email, information is taken from a One Identity Manager History Database. If the One Identity Manager History Database is linked to the One Identity Manager database’s TimeTrace with an ID, the Job server must operate through an application server that has this ID in its configuration file (web.config). For detailed information about connecting to the One Identity Manager History Database through an application server and the required configuration, see the One Identity Manager Operational Guide.

  • Ensure that the email notification system is configured in One Identity Manager. For more information, see the One Identity Manager Installation Guide.

  • In the Designer, set the QER | RPS | DefaultSenderAddress configuration parameter and enter the sender address for sending the email notification.

  • Ensure that all employees have a default email address. Notifications are sent to this address. For more information, see the One Identity Manager Identity Management Base Module Administration Guide.

  • Ensure that a language can be determined for all employees. Only then can they receive email notifications in their own language. For more information, see the One Identity Manager Identity Management Base Module Administration Guide.

Saving the subscribed reports in a central repository

If an error occurs when sending a subscribed report, it can be saved on a drop server. It may also be necessary to always save the subscribed report in a drop box. The subscriber owner then receives an email message with the drop location of the report. The report is deleted from the drop server after a specified period of time.

To save a report on a drop server

  1. Configure a default report server. You need to provide a server installed with the One Identity Manager Service and started.

    NOTE: To generate and send report subscriptions and reports with data changes by email, information is taken from a One Identity Manager History Database. If the One Identity Manager History Database is linked to the One Identity Manager database’s TimeTrace with an ID, the Job server must operate through an application server that has this ID in its configuration file (web.config). For more information about connecting to the One Identity Manager History Database through an application server and the required configuration, see the One Identity Manager Operational Guide.

  2. Declare the default report server in One Identity Manager.

    • In the Designer, enter a new Job server in the Base Data > Installation > Job servers category or select an existing Job server and mark it with the Default report server server mask.

  3. Set up a drop box. The default report server One Identity Manager Service requires write access to this directory.

  4. Declare the drop box in One Identity Manager.

    • In the Designer, set the QER | RPS | SubscriptionStorageShare configuration parameter and enter the repository for the reports as the value using the \\<Server>\<Share> syntax.

To always save a report in a drop box

  • In the Designer, set the QER | RPS | StoreSubscription configuration parameter.

    NOTE: If the configuration parameter is not set, subscribed reports are only saved in the drop box if an error occurs when the emails are sent.

To delete a report on the drop server

  1. Specify a retention period for the report on the drop server, after which the report is deleted.

    • In the Designer, set the QER | RPS | SubscriptionStorageLifeTime configuration parameter and enter the number of days as the value.

      Reports are deleted at the end of this period. The default retention time is 7 days.

  2. In the Designer, select the Cleans up report subscription storage schedule and adjust the settings as required.

Configuration parameters for subscribable reports

The following configuration parameters are additionally available in One Identity Manager after the module has been installed.

Table 11: Configuration parameter for report subscriptions
Configuration parameter Meaning

QER | RPS

Preprocessor relevant configuration parameter for controlling model components for report subscriptions. If the parameter is set, the report subscription components are available. Changes to this parameter require the database to be recompiled.

If you disable the configuration parameter at a later date, model components and scripts that are not longer required, are disabled. SQL procedures and triggers are still carried out. For more information about the behavior of preprocessor relevant configuration parameters and conditional compiling, see the One Identity Manager Configuration Guide.

QER | RPS | DefaultReportTemplate

Default report that is used as a template for creating simple list reports.

QER | RPS | DefaultSenderAddress

Sender's default email address for sending automatically generated notifications about report subscriptions. Replace the default address with a valid email address.

QER | RPS | MailTemplateIdents

Mail template names are defined under this configuration parameter which are used in association with report subscriptions.

QER | RPS | MailTemplateIdents | InformCC

Mail template used for sending email notification to a report's subscriber (CC). The report is sent as attachment.

QER | RPS | MailTemplateIdents | InformSubscriber

Mail template used for sending email notification to a report's subscriber. The report is sent as attachment.

QER | RPS | MailTemplateIdents | StoredOnServer

Mail template used for sending email notification to a report's subscriber. The report is stored on the server.

QER | RPS | MailTemplateIdents | StoredOnServerForCC

Mail template used for sending email notification to a report's subscriber (CC). The report is stored on the server.

QER | RPS | StoreSubscription

Specifies whether subscribable reports are not sent by email but are kept in a drop folder. If you enable the configuration parameter, edit the required settings in the QER | RPS | SubscriptionStorageShare and QER | RPS | SubscriptionStorageLifeTime configuration parameters.

QER | RPS | SubscriptionStorageLifeTime

Maximum retention period (in days) that a report is available in the storage share. After this period, reports are deleted.

QER | RPS | SubscriptionStorageShare

Path to the repository for subscribed reports.

Syntax: \\<server>\<share>

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