test

Sun Identity Manager 8.1 Business Administrator's Guide

Working with Reports

In Identity Manager, reports are considered a special task category. As a result, you work with reports in two areas of the Identity Manager Administrator interface:

Report Types

Reports are organized into two categories:

Within these two categories, reports are further divided into a variety of report types. Report types are discussed in greater detail later in this chapter. Identity Manager reports are discussed starting on Identity Manager Reports and Auditor reports on Auditor Reports.

For instructions on how to view Identity Manager Reports and Auditor Reports, see Viewing Reports.

Running Reports

ProcedureTo Run a Report

  1. In the Administrator interface, click Reports in the main menu.

    The Run Reports page opens.

  2. To view a list of available Identity Manager Reports, select Identity Manager Reports in the Report Type drop-down menu. (This option is selected by default.)

    To view a list of available Auditor Reports, select Auditor Reports in the Report Type drop-down menu. See Working with Auditor Reports in Chapter 15, Auditing: Monitoring Compliance for more information.

    Figure 8–1 shows an example of the Run Reports page. Auditor Reports are selected in the Report Type drop-down menu.

    Figure 8–1 Run Reports Selection

    Figure showing an example Run Reports page

  3. Click Run to run a report.

    Note –

    To allow multiple instances of the same report to run at the same time, edit the report and select the Allow Reports to Execute Concurrently option. Enabling this option allows multiple administrators to run the same report at the same time.

    If two or more instances of the same report run concurrently, each report will have the administrator’s ID followed by a timestamp appended to the report name.

Viewing Reports

After running a report from the Run Reports page, you can view the output immediately or at a later time.

ProcedureTo View a Report

  1. In the Administrator interface, click Reports in the main menu.

    The Run Reports page opens.

  2. Click the View Reports tab.

    The View Reports page opens.

  3. Click a report to view it.

Creating Reports

This section describes how to create a new Identity Manager or Identity Auditor report that is not based on an existing report.

Note –

To modify an existing report and save it with a new name, see Editing and Cloning Reports in the next section.

ProcedureTo Create a New Report

  1. In the Administrator interface, click Reports in the main menu.

    The Run Reports page opens.

  2. Use the Report Type drop-down menu to select a report category.

    There are two report categories:

    • Identity Manager Reports

    • Identity Auditor Reports

  3. Use the next drop-down menu to select a specific report type to create. (This menu says New at the top.)

    Identity Manager displays the Define a Report page, where you choose options to create the report, run it, or save it.

    After entering and selecting report criteria, you can:

    • Run the report without saving. Click Run to run the report. Identity Manager does not save the report (if you defined a new report) or the changed report criteria (if you edited an existing report).

    • Save the report. Click Save to save the report. Once saved, you can run the report from the Run Reports page (the list of reports).

    For more information on running reports, see Running Reports.

Editing and Cloning Reports

This section describes how to modify or clone an existing report and save it with a new name.

ProcedureTo Edit or Clone a Report

  1. In the Administrator interface, click Reports in the main menu.

    The Run Reports page opens.

  2. Use the Report Type drop-down menu to select a report category.

    There are two report categories:

    • Identity Manager Reports

    • Auditor Reports

      The table of reports shows the existing reports in the category selected.

  3. Click a report name to edit it.

  4. To edit a report, adjust the report parameters as needed and click Save.

    To clone a report, enter a new report name. adjust the report parameters as needed, and click Save to save it with the new name.

Sending Email Reports

When creating or editing a report, you can select an option to email the report results to one or more email recipients. When you select this option, the page refreshes and prompts for email recipients. Enter one or more recipients, separating addresses with a comma.

You also can choose one of the following formats for the report to be attached to the email:

Scheduling Reports

You can immediately run a report or schedule it to run at regular intervals by choosing one of the following selections:

Downloading Report Data

From the Run Reports page you can download report information for use in another application, such as Acrobat Reader or StarOffice.

Open the Run Reports page and click Download in one of these columns:

Configuring Report Output

To configure report output, click Reports, and then select Configure Reports.

These selections are available on the Configure Reports page:

Click Save to save report configuration options.