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Reports › Configuration Overview

Configuration Overview

Within CA Identity Manager, you can run two different types of reports:

Snapshot Reports

Include data from the Snapshot Database, which contains information from the CA Identity Manager object store and the CA Identity Manager user store.  An example of a Snapshot Report is the User Profile report. You define the data that is added to the Snapshot Database using Snapshot Definitions that specify the information to include.

Non-Snapshot Reports

Include data from other data sources, such as the Audit Database. For example, CA Identity Manager includes default audit reports. (These reports have the prefix "Audit - " in their name in the User Console). By default, CA Identity Manager only includes Audit reports, but you can create your own custom reports that include data from any data source, such as the Workflow or Task Persistence databases.

Each report within CA Identity Manager requires initial configuration before you can run it. The configuration steps depend on the type of report that you want to run.

The following steps summarize the procedures that this chapter contains.

For Snapshot Reports

  1. Create a snapshot definition file to define the data that is added to the snapshot database.
  2. Capture snapshot data for the report.
  3. Modify the Report Task in the User Console and perform the following actions:
    1. Associate a snapshot definition with the task.
    2. Add the rptParamConn connection object to the task.
  4. Request the report using one of the following methods:
  5. View the report in the User Console.

For Non-Snapshot Reports:

  1. Create a connection object with the data source information for the report.
  2. Modify the Report Task in CA Identity Manager and add the connection object to the task.
  3. Request the report using one of the following methods:
  4. View the report in the User Console.

Once the initial configuration for your report is complete, you can then request a report within CA Identity Manager. You can run a report immediately, or you can schedule a report to run at a later time. You can also create a recurring schedule for your report within CA Identity Manager.

Lastly, you can view the report within the User Console, or you can export the report to various formats.