26 Configuring Reports

You can configure and use reports when standalone BI Publisher is deployed.

This chapter describes how to configure Oracle Identity Manager reports. It contains the following topics:

• What are Oracle Identity Governance Reports?

• What is Oracle BI Publisher?

• BI Publisher Licensing

• Installing and Configuring Oracle BI Publisher

• Integrating Standalone BI Publisher with Oracle Identity Governance

• Configuring Oracle Identity Governance Reports

• Configuring Data Sources for Running Oracle Identity Governance Reports

• Generating Oracle Identity Governance Reports

• Configuring Certification Reports

26.1 What are Oracle Identity Governance Reports?

Oracle Identity Governance reports enable you to use Oracle BI Publisher as the reporting solution for Oracle Identity Management products.

Note:

Oracle Identity Governance reports are classified based on the functional areas, for instance, Access Policy Reports, Request and Approval Reports, Password Reports, and so on. It is no longer named Operational and Historical.

Oracle Identity Governance reports provide a restricted-use license for Oracle BI Publisher and easy-to-use reporting packages for multiple Oracle Identity Management products.

As shown in Figure 26-1, Oracle Identity Governance reports use Oracle BI Publisher to query and report on information in Oracle Identity Management product databases. With minimal setup, Oracle Identity Governance reports provide a common method to create, manage, and deliver Oracle Identity Governance reports.

Figure 26-1 Oracle Identity Manager Reports Architecture

Description of "Figure 26-1 Oracle Identity Manager Reports Architecture"

The report templates included in Oracle Identity Governance reports are standard Oracle BI Publisher templates. However, you can customize each template to change its look and feel. If schema definitions for an Oracle Identity Management product are available, you can use that information to create your own custom reports.

Note:

Oracle strongly recommends creating back-up copies of the original default report templates before customizing them.

26.2 What is Oracle BI Publisher?

Oracle BI Publisher is an Oracle's enterprise reporting solution and provides a single reporting environment to author, manage, and deliver all of your reports and business documents.

Utilizing a set of familiar desktop tools, such as Microsoft Word, Microsoft Excel, or Adobe Acrobat, you can create and maintain report layouts based on data from diverse sources, including Oracle Identity Management products.

Note:

Oracle Business Intelligence Publisher Documentation to learn more about Oracle BI Publisher functionality.

26.3 BI Publisher Licensing

BI Publisher is included when you separately license Oracle Identity Manager.

Oracle Identity Manager can be separately licensed, independent of any Oracle Application Server or WebLogic edition. BI Publisher is included when you separately license Oracle Identity Manager:

• Shipped BI Publisher reports. Layout changes are allowed, AND

• Shipped or newly created BI Publisher reports that are modified to access data from the existing Identity Management schema that has not been customized.

26.4 Installing and Configuring Oracle BI Publisher

Install Oracle BI software and configure Business Intelligence Publisher with new schema option.

To install and configure Oracle BI Publisher:

1. Install Oracle BI software. See Installing the Oracle Business Intelligence Software in Installing and Configuring Oracle Business Intelligence.

   Note:

   Create a separate Middleware home directory for installing standalone BI Publisher. As a prerequisite, install WebLogic in the same Middleware home before installing standalone BI Publisher.
2. Configure Oracle BI Publisher. After BI installation, configure only Business Intelligence Publisher with new schema option using the MW_HOME/bi/bin/config.sh utility. While doing so, create a new BI domain. See Configuring Oracle Business Intelligence in Installing and Configuring Oracle Business Intelligence.

   Note:

   During BI configuration for Oracle Identity Manager, you must configure only Business Intelligence Publisher. If you select other components during BI Publisher configuration, such as Business Intelligence Enterprise Edition and Essbase, then the integration with Oracle Identity Manager may not work.

26.5 Integrating Standalone BI Publisher with Oracle Identity Governance

After installing and configuring standalone Business Intelligence, you integrate the same with Oracle Identity Governance to run and view Oracle Identity Governance reports.

To configure Oracle Identity Governance reports in the BI domain:

1. Add BIP URL in Discovery config Mbean of Oracle Identity Governance. See Configuring the BI Publisher URL.
2. Create OIG system administrator user (for example xelsysadm) under the default security realm by using the WebLogic Administrative Console. To do so:

   Note:

   Creating OIM system administrator user under the default security realm is required to use the default security model of BI, which is Oracle Fusion Middleware security model. If you want to use some other security model, then refer the BI documentation.

   1. Login to http://HOST:PORT/console by using WebLogic admin credentials.

   2. Go to the Security Realms link, and click the myrealm link.

   3. Click the Users and Groups tab.

   4. Click New, and provide the credentials of Oracle Identity Governance system administrator user.

3. Assign the BIServiceAdministrator BI application role to OIG system administrator user (for example xelesysadm) by using Oracle Enterprise Manager. To do so:

   1. Login to Oracle Enterprise Manager by using WebLogic admin credentials.

   2. Click Weblogic Domain, and select Security, Application roles.

   3. Search for the default application role in the obi stripe.

   4. Click the BIServiceAdministrator role, and click Edit.

   5. Click Add, and search with the User type.

   6. Select the system administrator user, and click OK.

26.6 Configuring Oracle Identity Governance Reports

After standalone BI Publisher is integrated with Oracle Identity Governance, you can deploy the predefined reports for using them.

To deploy Oracle Identity Governance reports:

1. Copy and unzip the predefined report MW_HOME/idm/server/reports/oim_product_BIPReports_12c.zip file to BI_DOMAIN_HOME/bidata/components/bipublisher/repository/Reports/ directory.
2. Add folder level permission to the BIServiceAdministrator BI application role to view and run the predefined Oracle Identity Governance reports. To do so:

   1. Login to Oracle BI Publisher (http://BI_HOST:BI_PORT/xmlpserver) by using WebLogic admin credentials.

   2. Click the Catalog link at the top. The Oracle Identity Manager named folder under Shared Folders is displayed in the left pane. Select the Oracle Identity Manager named folder.

   3. Click the Permissions option under the Tasks window on the bottom left.

   4. Click the plus sign and perform a blank search on the available role.

   5. Select the BI Service Administrator role, and add to the right panel. Click Ok.

3. Logout as WebLogic user, login as Oracle Identity Governance system administrator user to BI Publisher console, and run the Oracle Identity Governance reports.

26.7 Configuring Data Sources for Running Oracle Identity Governance Reports

For running and viewing Oracle Identity Governance reports using BI Publisher, Oracle Identity Governance JDBC connection and BPEL-based JDBC connection is required.

This section describes how to configure data sources for running Oracle Identity Governance reports. It contains the following topics:

• Configuring Oracle Identity Governance JDBC Connection

• Configuring BPEL-Based JDBC Connection

26.7.1 Configuring Oracle Identity Governance JDBC Connection

To configure Oracle Identity Governance JDBC connection:

1. Click the Administration link on the top of the BI Publisher Home page. The BI Publisher Administration page is displayed.
2. Under Data Sources, click the JDBC Connection link. The Data Sources page is displayed.
3. In the JDBC tab, click Add Data Source to create a JDBC connection to your database. The Add Data Source page is displayed.
4. Enter values in the following fields:

   • Data Source Name: Specify the Oracle Identity Manager JDBC connection name, for example, OIM JDBC.

   • Driver Type: Select a driver type to suit your database. For example, you can select Oracle 11g or Oracle 12c to suit your database.

   • Database Driver Class: Specify a driver class to suit your database, such as oracle.jdbc.driver.OracleDriver.

   • Connection String: Specify the database connection details in the format jdbc:oracle:thin:@HOST_NAME:PORT_NUMBER:SID. For example, jdbc:oracle:thin:@localhost:7003:orcl.

   • User name: Specify the Oracle Identity Manager database user name having postfix as _OIM.

   • Password: Specify the Oracle Identity Manager database user password.

5. Click Test Connection to verify the connection, and then click Apply to establish the connection.
6. If the connection to the database is established, a confirmation message is displayed indicating the success. Click Apply.

   In the JDBC page, you can see the newly defined Oracle Identity Manager JDBC connection in the list of JDBC data sources.

26.7.2 Configuring BPEL-Based JDBC Connection

You can configure a secondary source for BPEL-based reports.

This section describes how to configure BPEL-based JDBC connection. It contains the following topics:

• About Reports With Secondary Data Source

• Configuring a Secondary Data Source for BPEL-Based Reports

26.7.2.1 About Reports With Secondary Data Source

In BI Publisher, only one data source can be assigned to a report. The first data source is the Oracle Identity Manager data source. The following reports have a secondary data source, which connects to the BPEL database to retrieve BPEL data:

• Task Assignment History

• Request Details

• Request Summary

• Approval Activity

26.7.2.2 Configuring a Secondary Data Source for BPEL-Based Reports

To configure a secondary data source for BPEL-based reports:

1. In the BI Publisher Home page, click Administration. The BI Publisher Administration page is displayed.
2. Under Data Sources, click the JDBC Connection link. The Data Sources page is displayed.
3. In the JDBC tab, click Add Data Source to create a JDBC connection to your database. The Add Data Source page is displayed.
4. Enter values in the following fields:

   • Data Source Name: Specify the BPEL JDBC connection name, for example, BPEL JDBC.

   • Driver Type: Select a driver type to suit your database. For example, you can select Oracle 11g or Oracle 12c to suit your database.

   • Database Driver Class: Specify a driver class to suit your database, such as oracle.jdbc.driver.OracleDriver.

   • Connection String: Specify the database connection details in the format jdbc:oracle:thin:@HOST_NAME:PORT_NUMBER:SID. For example, jdbc:oracle:thin:@localhost:7003:orcl.

   • User name: Specify the SOA database user name.

   • Password: Specify the SOA database user password.

5. Click Test Connection to verify the connection, and then click Apply to establish the connection.
6. If the connection to the database is established, a confirmation message is displayed indicating the success. Click Apply.

   In the JDBC page, you can see the newly defined BPEL JDBC connection in the list of JDBC data sources.

26.8 Generating Oracle Identity Governance Reports

Oracle Identity Governance reports can be generated against the sample data source, Oracle Identity Governance JDBC data source, or BPEL-based JDBC data source.

This section describes how to generate Oracle Identity Governance reports. It contains the following topics:

• Generating the Reports Against the Sample Data Source

• Generating Reports Against the Oracle Identity Governance JDBC Data Source

• Generating Reports Against the BPEL-Based JDBC Data Source

Note:

BI Publisher can be accessed through the Identity Self Service for viewing the certification reports. But for all other reports, you must open BI publisher explicitly to access the Oracle Identity Governance 12c reports.

26.8.1 Generating the Reports Against the Sample Data Source

After you create a Sample Data Source, you can generate sample reports against it by performing the following steps:

1. Login to Oracle BI Publisher.
2. Click Shared Folders, Oracle Identity Manager Reports, and then select Sample Reports.
3. Click View for the sample report you want to generate.
4. Select an output format for the sample report and click View.

   The sample report is generated.

26.8.2 Generating Reports Against the Oracle Identity Governance JDBC Data Source

To generate reports against the OIG JDBC data source, navigate to Oracle Identity Governance reports by logging in to Oracle BI Publisher, and select an output format for the report you want to generate.

To generate reports against the Oracle Identity Governance JDBC data source:

1. Log in to Oracle BI Publisher.

2. Navigate to Oracle Identity Governance reports. To do so:

   1. In the BI Publisher Home page, under Browse/Manage, click Catalog Folders. Alternatively, you can click Catalog at the top of the page.

      The Catalog page is displayed with a tree structure on the left side of the page and the details on the right.

   2. On the left pane, expand Shared Folders, and navigate to Oracle Identity Governance. All the objects in the Oracle Identity Governance folder are displayed.

      You are ready to navigate to BI Publisher 12c and use the Oracle Identity Governance BI Publisher reports.

3. Click View for the report you want to generate.

4. Select an output format for the report and click View.

   The report is generated.

Note:

Oracle Business Intelligence Publisher Documentation to learn more about Oracle BI Publisher.

26.8.3 Generating Reports Against the BPEL-Based JDBC Data Source

Some reports have a secondary data source, which is BPEL-based JDBC data source.

This section describes how to generate reports against the BPEL-based JDBC data source. It contains the following topics:

• Reports With Secondary Data Source

• Generating the Reports Against the BPEL-Based JDBC Data Source

26.8.3.1 Reports With Secondary Data Source

The following four reports have a secondary data source, which connects to the BPEL database to retrieve BPEL data:

• Task Assignment History

• Request Details

• Request Summary

• Approval Activity

These reports have a secondary data source, which is the BPEL-based JDBC Data Source, and is called BPEL JDBC.

26.8.3.2 Generating the Reports Against the BPEL-Based JDBC Data Source

To generate reports against the BPEL-based JDBC data source:

1. Ensure that a BPEL data source exists in BI Publisher. This BPEL Data Source must point to the BPEL database. See Configuring BPEL-Based JDBC Connection for more information about creating a BPEL data source.

2. Log in to Oracle BI Publisher.

3. Navigate to Oracle Identity Manager reports. To do so:

   1. In the BI Publisher Home page, under Browse/Manage, click Catalog Folders. Alternatively, you can click Catalog at the top of the page.

      The Catalog page is displayed with a tree structure on the left side of the page and the details on the right.

   2. On the left pane, expand Shared Folders, and navigate to Oracle Identity Manager. All the objects in the Oracle Identity Manager folder are displayed.

      You are ready to navigate to BI Publisher 12c and use the Oracle Identity Manager BI Publisher reports.

4. Click Open for the report you want to generate.

5. Select an output format for the report, and click Apply.

   The report is generated based on the BPEL-based JDBC data source.

26.9 Configuring Certification Reports

Certification reports are implemented in Oracle BI Publisher. When using a standalone deployment of BI Publisher, Oracle Identity Manager reports must be deployed on BI Publisher.

This section describes how to configure certification reports. It contains the following topics:

• Configuring the BI Publisher URL

• Enabling Certification Reports

• Enabling the Display of the Reports Tab

• Report Formats

Note:

• Oracle Identity Manager reports must be deployed on BI Publisher. See Generating Certification Reports in Performing Self Service Tasks with Oracle Identity Governance for information about the default certification reports and generating certification reports.

• If BI Publisher credentials and URL are not configured in Oracle Identity Manager, then the Reports tab in the Dashboard and the Export to PDF or Excel option in the Certification page are not available.

26.9.1 Configuring the BI Publisher URL

Update the value of the BIPublisherURL attribute with BI Publisher URL for the DiscoveryConfig.Discovery mbean in Oracle Enterprise Manager.

To configure BI Publisher URL:

1. Login to Oracle Enterprise Manager.
2. Click Identity and Access.
3. Select OIM cluster, OIM node, System MBean Browser.
4. In the System MBean Browser, navigate to Application Defined MBeans, oracle.iam, Server: oim server, Application: oim, XMLConfig, Config, XMLConfig.DiscoveryConfig, Discovery.
5. Update the value of the BIPublisherURL attribute with BI Publisher URL.
6. Click Apply.

26.9.2 Enabling Certification Reports

Select or deselect the Enable Certification Reports option to enable or disable certification reports.

To enable the generation of certification reports, after configuring BI Publisher credentials and URL, go to the certification configuration screen in Identity System Administration, and select the Enable Certification Reports option.

26.9.3 Enabling the Display of the Reports Tab

The Reports tab can be displayed in the Detailed Information section of the Dashboard.

To configure the display of the Reports tab in the Detailed Information section of the Dashboard:

1. Log in to Oracle Identity Self Service.
2. Click the Compliance tab.
3. Click the Identity Certification box, and select Certification Configuration. The Certification Configuration page is displayed.
4. Select the Enable Certification Reports option.
5. Click Save.

26.9.4 Report Formats

The supported formats for report generation are PDF, RTF, HTML, Microsoft Excel, and CSV.

Reports can be generated in the following formats:

• PDF

• RTF

• HTML

• Microsoft Excel

• CSV